Public ownership evidence

Live Oak Bancshares, Inc. (LOB) Ownership Disclosures

Read LOB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Live Oak Bancshares, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-11
Trade date
2026-09-10
Reporting owners
MAHAN JAMES S III
Code
S
Shares
10,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001036743-26-000039
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read LOB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read LOB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-112026-09-10MAHAN JAMES S IIIS10,000Not reported
2026-09-112026-09-09MAHAN JAMES S IIIS10,000Not reported
2026-09-082026-09-03WILLIAMS WILLIAM L. IIIS6,590Not reported
2026-09-082026-09-03MAHAN JAMES S IIIS10,000Not reported
2026-09-082026-09-03Bradford Tonya WilliamsS1,600Not reported
2026-09-042026-09-02WILLIAMS WILLIAM L. IIIS1,810Not reported
2026-09-042026-09-02MAHAN JAMES S IIIS258Not reported
2026-09-042026-09-02MAHAN JAMES S IIIS9,742Not reported
2026-08-292026-08-27MAHAN JAMES S IIIS10,000Not reported
2026-08-292026-08-26MAHAN JAMES S IIIS10,000Not reported
2026-08-222026-08-20MAHAN JAMES S IIIS10,000Not reported
2026-08-222026-08-19MAHAN JAMES S IIIS1,998Not reported
2026-08-222026-08-19MAHAN JAMES S IIIS8,002Not reported
2026-08-202026-08-17Diffley Matthew SA4,620Not reported
2026-08-152026-08-13MAHAN JAMES S IIIS10,000Not reported
2026-08-152026-08-12MAHAN JAMES S IIIS10,000Not reported
2026-08-062026-08-04Spencer CourtneyS153.8Not reported
2026-08-062026-08-03WILLIAMS WILLIAM L. IIIS8,400Not reported
2026-08-062026-08-04LUCHT DAVID GS2,000Not reported
2026-07-302026-07-28Moroz Mark MichaelS6,100Not reported
2026-07-302026-07-27LUCHT DAVID GS3,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2020-06-302026-08-282,912$42,253None
Advisors Asset Management, Inc.2019-12-312026-08-264,058$77,143None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2540,858$1,668,641None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,668,641$40,858,000None
Advisors Asset Management, Inc.2020-03-312026-08-223,844$47,935None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20700$28,588None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-207,500$306,300None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,557$390,309None
Advisors Asset Management, Inc.2019-03-312026-08-194,437$64,825None
Advisors Asset Management, Inc.2019-09-302026-08-194,147$75,061None
Advisors Asset Management, Inc.2019-06-302026-08-194,262$73,093None
Empowered Funds, LLC2026-06-302026-08-1888,959$3,633,086None
Empowered Funds, LLC2026-06-302026-08-18234$9,557None
Transamerica Financial Advisors, LLC2026-06-302026-08-18402$16,446None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,135$128,000None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1565,920$2,692,173None
Graham Capital Management, L.P.2026-06-302026-08-1525,598$1,045,422None
SEI INVESTMENTS CO2026-06-302026-08-1530,641$1,251,378None
SEI INVESTMENTS CO2026-06-302026-08-1516$650None
JPL Wealth Management, LLC2026-06-302026-08-152$82None
Rafferty Asset Management, LLC2026-06-302026-08-1520,048$818,760None
Quarry LP2026-06-302026-08-1571$2,900None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-156,471,452$264,295,000None
XTX Topco Ltd2026-06-302026-08-1526,795$1,094,308None
Aquatic Capital Management LLC2026-06-302026-08-1512,584$513,931None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15299,270$12,222,187None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15299,270$12,222,187None
Qube Research & Technologies Ltd2026-06-302026-08-1566,187$2,703,077None
OSAIC HOLDINGS, INC.2026-06-302026-08-15652$26,628None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,297$788,089None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,657$394,442None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-157,973$325,617None
Squarepoint Ops LLC2026-06-302026-08-1522,685$926,455None
Man Group plc2026-06-302026-08-1571,864$2,934,926None
Trexquant Investment LP2026-06-302026-08-15127,605$5,211,388None
MetLife Investment Management, LLC2026-06-302026-08-1521,280$869,075None
Engineers Gate Manager LP2026-06-302026-08-1515,215$621,381None
PDT Partners, LLC2026-06-302026-08-1531,021$1,266,898None
VOLORIDGE INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1553,182$2,171,953None
Legal & General Group Plc2026-06-302026-08-1525,084$1,019,941None
Legal & General Group Plc2026-06-302026-08-157,709$314,836None
Legal & General Group Plc2026-06-302026-08-153,544$144,737None
HRT FINANCIAL LP2026-06-302026-08-1542,533$1,737,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1525,800$1,053,672Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1522,078$901,666None
Aigen Investment Management, LP2026-06-302026-08-159,668$394,841None
Quantum Portfolio Management LLC2026-06-302026-08-152,304$94,095None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152$82None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1522,911$935,685None
Hamilton Capital Partners Inc.2026-06-302026-08-154,251$173,611None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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