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, MD6.46MShares$229 Million0.18% of portfolio
-
Black Rock Inc. New York, NY2.76MShares$97.9 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA2.62MShares$93 Million0.0% of portfolio
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Diamond Hill Capital Management Inc Columbus, OH1.64MShares$58.2 Million0.33% of portfolio
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Barrow Hanley Mewhinney & Strauss LLC Dallas, TX1.55MShares$55.1 Million0.25% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.42MShares$50.3 Million0.02% of portfolio
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Capital International Investors Los Angeles, CA1.16MShares$41.2 Million0.01% of portfolio
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State Street Corp Boston, MA1.11MShares$39.4 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN853KShares$30.3 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA774KShares$27.5 Million0.0% 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 |
|---|---|---|---|---|---|
|
Dec 16
2024
|
Michael Cairns Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
105
-1.55%
|
$4,620
$44.54 P/Share
|
|
Dec 16
2024
|
Michael Cairns Chief Credit Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
235
+3.35%
|
-
|
|
Dec 16
2024
|
Walter J Phifer Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
105
-2.23%
|
$4,620
$44.54 P/Share
|
|
Dec 16
2024
|
Walter J Phifer Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
235
+4.75%
|
-
|
|
Dec 09
2024
|
Walter J Phifer Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
699
-13.51%
|
$31,455
$45.3 P/Share
|
|
Dec 09
2024
|
Walter J Phifer Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,572
+23.3%
|
-
|
|
Dec 09
2024
|
Michael Cairns Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
840
-11.37%
|
$37,800
$45.3 P/Share
|
|
Dec 09
2024
|
Michael Cairns Chief Credit Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,888
+12.05%
|
-
|
|
Nov 15
2024
|
John W. Sutherland Chief Accounting Officer |
SELL
Bona fide gift
|
Direct |
3,000
-21.41%
|
-
|
|
Nov 14
2024
|
Gregory W Seward General Counsel |
SELL
Bona fide gift
|
Direct |
1,000
-1.15%
|
-
|
|
Nov 13
2024
|
John W. Sutherland Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
12,588
-47.32%
|
$616,812
$49.0 P/Share
|
|
Nov 07
2024
|
Gregory W Seward General Counsel |
SELL
Open market or private sale
|
Direct |
10,000
-5.3%
|
$460,000
$46.99 P/Share
|
|
Oct 29
2024
|
William Henderson Cameron Director |
BUY
Open market or private purchase
|
Indirect |
1,000
+0.49%
|
$39,000
$39.76 P/Share
|
|
Aug 26
2024
|
William C Losch Iii Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
22,220
-15.33%
|
$933,240
$42.52 P/Share
|
|
Aug 26
2024
|
William C Losch Iii Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
50,000
+25.65%
|
-
|
|
Aug 23
2024
|
John W. Sutherland Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
20,000
-42.92%
|
$860,000
$43.0 P/Share
|
|
Aug 12
2024
|
William C Losch Iii Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
18,665
-16.43%
|
$709,270
$38.43 P/Share
|
|
Aug 12
2024
|
William C Losch Iii Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
42,000
+26.99%
|
-
|
|
Aug 12
2024
|
Renato Derraik Chief Info./Digital Off., Bank |
SELL
Payment of exercise price or tax liability
|
Direct |
11,110
-22.88%
|
$422,180
$38.43 P/Share
|
|
Aug 12
2024
|
Renato Derraik Chief Info./Digital Off., Bank |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+33.99%
|
-
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 304K shares |
|---|---|
| Open market or private purchase | 1K shares |
| Bona fide gift | 137K shares |
| Payment of exercise price or tax liability | 96K shares |
|---|---|
| Open market or private sale | 74.3K shares |
| Bona fide gift | 145K shares |