LOB
LIVE OAK BANKSHA (LOB)
NYSE
$39.27+$0.02 (+0.05%)
Price as of Sep 11, 2026 7:30 PM EDT
  • $1.8B
    Market Cap
  • 7.80%
    1-Year Change
  • Banks - Regional
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
13.99%
6.5M
-18,649 (-0.29%)
Jun 30, 2026
BLACKROCK, INC.
7.60%
3.5M
+82,957 (+2.36%)
Jun 30, 2026
BLACKROCK FUNDING, INC. /DE
6.07%
2.8M
+39,818 (+1.42%)
Dec 31, 2024
BLACKROCK INC.
5.96%
2.8M
+18,311 (+0.66%)
Jun 30, 2024
VANGUARD GROUP INC
5.84%
2.7M
+17,181 (+0.64%)
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
3.58%
1.7M
+121,959 (+7.37%)
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
3.49%
1.6M
+22,344 (+1.38%)
Jun 30, 2026

Current Ownership Distribution

  • Institutions564.6M (71.48%)
  • Mutual Funds219.0M (27.72%)
  • Insiders6.3M (0.80%)
  • Other0 (0.00%)

Insider Transactions

  • 0.80% (6.3M)
    Current InsiderOwnership (%, shares)
  • 0
    Number of InsiderBuying (last 12 months)
  • $0.00
    Amount of InsiderBuying (last 12 months)
  • 6
    Number of InsiderSelling (last 12 months)
  • $1.6B
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
MAHAN JAMES S III
Chief Executive Officer
Sell
Sep 10, 2026
$387,485.00
10,000
$38.75
2.7M
MAHAN JAMES S III
Chief Executive Officer
Sell
Sep 09, 2026
$386,312.00
10,000
$38.63
2.8M
Bradford Tonya Williams
Sell
Sep 03, 2026
$63,824.00
1,600
$39.89
8,043
WILLIAMS WILLIAM L. III
Sell
Sep 03, 2026
$264,220.12
6,590
$40.09
1.1M
WILLIAMS WILLIAM L. III
Sell
Sep 02, 2026
$72,401.09
1,810
$40.00
1.1M
MAHAN JAMES S III
Chief Executive Officer
Sell
Sep 02, 2026
$385,123.67
9,742
$39.53
2.8M
MAHAN JAMES S III
Chief Executive Officer
Sell
Sep 02, 2026
$10,287.75
258
$39.88
2.8M
MAHAN JAMES S III
Chief Executive Officer
Sell
Aug 27, 2026
$396,590.00
10,000
$39.66
2.8M
MAHAN JAMES S III
Chief Executive Officer
Sell
Aug 26, 2026
$399,878.00
10,000
$39.99
2.8M
MAHAN JAMES S III
Chief Executive Officer
Sell
Aug 20, 2026
$405,283.00
10,000
$40.53
2.8M
Cairns Michael
Chief Credit Officer
Exempt
Aug 19, 2026
$0.00
2,420
$0.00
7,260
MAHAN JAMES S III
Chief Executive Officer
Sell
Aug 19, 2026
$328,464.50
8,002
$41.05
2.8M
Cairns Michael
Chief Credit Officer
Exempt
Aug 19, 2026
$0.00
2,420
$0.00
12,604
MAHAN JAMES S III
Chief Executive Officer
Sell
Aug 19, 2026
$83,852.26
1,998
$41.97
2.8M
Cairns Michael
Chief Credit Officer
In Kind
Aug 19, 2026
$43,997.64
1,076
$40.89
11,528
Phifer Walter J
Chief Financial Officer
Exempt
Aug 18, 2026
$0.00
2,916
$0.00
11,665
Phifer Walter J
Chief Financial Officer
Exempt
Aug 18, 2026
$0.00
2,916
$0.00
13,019
Phifer Walter J
Chief Financial Officer
In Kind
Aug 18, 2026
$55,209.60
1,296
$42.60
11,723
Diffley Matthew S
Chief Accounting Officer
Award
Aug 17, 2026
$0.00
4,620
$0.00
4,620
Derraik Renato
Chief Info./Digital Off., Bank
Exempt
Aug 10, 2026
$0.00
25,000
$0.00
0
Losch William C III
President
Exempt
Aug 10, 2026
$0.00
42,000
$0.00
0
Derraik Renato
Chief Info./Digital Off., Bank
Exempt
Aug 10, 2026
$0.00
25,000
$0.00
29,243
Losch William C III
President
Exempt
Aug 10, 2026
$0.00
42,000
$0.00
254,278
Derraik Renato
Chief Info./Digital Off., Bank
In Kind
Aug 10, 2026
$469,217.53
11,111
$42.23
18,132
Losch William C III
President
In Kind
Aug 10, 2026
$788,222.95
18,665
$42.23
235,613
Spencer Courtney
Chief Experience Officer
Sell
Aug 04, 2026
$6,717.80
154
$43.68
0
LUCHT DAVID G
Sell
Aug 04, 2026
$88,721.00
2,000
$44.36
13,623
WILLIAMS WILLIAM L. III
Sell
Aug 03, 2026
$361,865.28
8,400
$43.08
1.1M
Moroz Mark Michael
Chief Banking Officer
Sell
Jul 28, 2026
$256,669.70
6,100
$42.08
12,110
WILLIAMS WILLIAM L. III
Sell
Jul 01, 2026
$107,372.03
2,604
$41.23
1.1M