Live Oak Bancshares, Inc. LOB
We take great care to ensure that the data presented and summarized in this overview for Live Oak Bancshares, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding LOB
View all-
T. Rowe Price Investment Management, Inc. Baltimore, MD6.51MShares$245 Million0.12% of portfolio
-
Black Rock Inc. New York, NY2.76MShares$104 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA2.69MShares$101 Million0.0% of portfolio
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Barrow Hanley Mewhinney & Strauss LLC Dallas, TX1.88MShares$70.7 Million0.2% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.54MShares$57.9 Million0.01% of portfolio
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State Street Corp Boston, MA1.3MShares$49 Million0.0% of portfolio
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Diamond Hill Capital Management Inc Columbus, OH1.07MShares$40.1 Million0.14% of portfolio
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Southernsun Asset Management, LLC Memphis, TN900KShares$33.8 Million3.55% of portfolio
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Geode Capital Management, LLC Boston, MA817KShares$30.7 Million0.0% of portfolio
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Israel Englander Millennium Management LLC | New York, Ny640KShares$24 Million0.01% of portfolio
Latest Institutional Activity in LOB
Top Purchases
Top Sells
About LOB
Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, savings, and time deposits. It also offers commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans; and commercial land loans. In addition, the company provides settlement, accounting, and securitization services for government guaranteed loans; wealth and investment management services to high-net-worth individuals and families; investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies; and an on-site restaurant location to company employees and business visitors. Live Oak Bancshares, Inc. was incorporated in 2008 and is headquartered in Wilmington, North Carolina.
Insider Transactions at LOB
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Aug 25
2025
|
William C Losch Iii President |
SELL
Payment of exercise price or tax liability
|
Direct |
22,221
-10.44%
|
$822,177
$37.7 P/Share
|
|
Aug 25
2025
|
William C Losch Iii President |
BUY
Exercise of conversion of derivative security
|
Direct |
50,000
+19.03%
|
-
|
|
Aug 19
2025
|
Michael Cairns Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,076
-11.49%
|
$37,660
$35.35 P/Share
|
|
Aug 19
2025
|
Michael Cairns Chief Credit Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
2,420
+20.53%
|
-
|
|
Aug 18
2025
|
David G Lucht Director |
BUY
Open market or private purchase
|
Direct |
4,000
+50.0%
|
$100,000
$25.12 P/Share
|
|
Aug 11
2025
|
Renato Derraik Chief Info./Digital Off., Bank |
SELL
Payment of exercise price or tax liability
|
Direct |
11,111
-14.71%
|
$344,441
$31.83 P/Share
|
|
Aug 11
2025
|
Renato Derraik Chief Info./Digital Off., Bank |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+24.87%
|
-
|
|
Aug 11
2025
|
William C Losch Iii President |
SELL
Payment of exercise price or tax liability
|
Direct |
18,665
-10.29%
|
$578,615
$31.83 P/Share
|
|
Aug 11
2025
|
William C Losch Iii President |
BUY
Exercise of conversion of derivative security
|
Direct |
42,000
+18.8%
|
-
|
|
Jun 27
2025
|
John W. Sutherland Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
3,000
+16.4%
|
$51,000
$17.0 P/Share
|
|
May 07
2025
|
William Henderson Cameron Director |
BUY
Open market or private purchase
|
Direct |
5,000
+22.83%
|
$130,000
$26.1 P/Share
|
|
May 06
2025
|
Tonya Williams Bradford Director |
SELL
Open market or private sale
|
Direct |
2,500
-30.5%
|
$65,000
$26.51 P/Share
|
|
May 06
2025
|
William Henderson Cameron Director |
BUY
Open market or private purchase
|
Direct |
5,000
+29.58%
|
$125,000
$25.92 P/Share
|
|
May 01
2025
|
Miltom Emmett Petty Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+1.79%
|
-
|
|
May 01
2025
|
Yousef A. Valine Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+23.79%
|
-
|
|
May 01
2025
|
Tonya Williams Bradford Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+22.11%
|
-
|
|
May 01
2025
|
William Henderson Cameron Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+20.13%
|
-
|
|
May 01
2025
|
Diane Beth Glossman Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+3.09%
|
-
|
|
May 01
2025
|
Glen F. Hoffsis Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+1.7%
|
-
|
|
May 01
2025
|
David G Lucht Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,327
+11.08%
|
-
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 260K shares |
|---|---|
| Open market or private purchase | 15K shares |
| Payment of exercise price or tax liability | 105K shares |
|---|---|
| Open market or private sale | 25.1K shares |
| Bona fide gift | 76K shares |