HolderBook

LIVE OAK BANCSHARES INC (LOB)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

5
Reporting holders
$601.4K
Reported value
0.0%
Calls
0.0%
Puts
-235
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Central Pacific Bank - Trust Division$471.5K13,0280.05%11qHELD
Versant Capital Management, Inc$75.3K2,0800.01%7q+98.9%+$37.4K
GAMMA Investing LLC$27.5K7600.00%12q+7.2%+$1.8K
CoreCap Advisors, LLC$21.2K5850.00%4q+53.1%+$7.3K
Farther Finance Advisors, LLC$6.0K1660.00%12q-30.5%-$2.6K

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-04-30Derraik RenatoChief Info./Digital Off., BankSold75,000$2.8M
2026-08-03WILLIAMS WILLIAM L. IIIDirectorSold8,400$361.9K
2026-07-01WILLIAMS WILLIAM L. IIIDirectorSold8,400$349.5K ×2
2026-06-24WILLIAMS WILLIAM L. IIIDirectorSold8,400$336.5K
2026-09-03WILLIAMS WILLIAM L. IIIDirectorSold6,590$264.2K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-13MAHAN JAMES S IIIChief Executive OfficerSold10,000$431.0K
2026-08-12MAHAN JAMES S IIIChief Executive OfficerSold10,000$427.5K
2026-08-19MAHAN JAMES S IIIChief Executive OfficerSold10,000$412.3K ×2
2026-08-20MAHAN JAMES S IIIChief Executive OfficerSold10,000$405.3K
2026-08-26MAHAN JAMES S IIIChief Executive OfficerSold10,000$399.9K
2026-09-03MAHAN JAMES S IIIChief Executive OfficerSold10,000$397.5K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20265$601.4K16,6190310.0%
Q2 2026240$1.4B35,108,2693579630.1%
Q1 2026228$1.1B33,208,9532082740.2%
Q4 2025232$1.2B34,841,3072970770.3%
Q3 2025224$1.1B30,945,0102886590.1%
Q2 2025211$927.9M31,108,0832488560.1%
Q1 2025223$809.3M30,282,6094187480.2%
Q4 2024213$1.2B30,449,7432175520.1%
Q3 2024211$1.4B30,011,8443165590.3%
Q2 2024198$1.0B29,813,5152565530.2%
Q1 2024199$1.2B29,277,0413351560.4%
Q4 2023194$1.3B29,109,5243150590.6%
Q3 2023174$826.7M28,295,6942259370.9%
Q2 2023163$734.6M27,770,9322045550.5%
Q1 2023171$693.1M28,307,6692365440.5%
Q4 2022187$898.1M29,635,4293149550.3%
Q3 2022181$866.0M28,179,2293353500.4%
Q2 2022168$988.7M29,082,1241947500.3%
Q1 2022205$1.5B28,660,8323274510.6%
Q4 2021216$2.4B27,308,6884155531.3%
Q3 2021170$1.6B25,246,4551851461.9%
Q2 2021168$1.5B24,542,8862857382.2%
Q1 2021172$1.6B22,842,8943850462.5%
Q4 2020161$1.0B20,141,6674645354.7%
Q3 2020118$455.7M17,686,9142623431.7%
Q2 2020106$253.9M17,432,1111341310.4%
Q1 2020110$220.6M17,469,3321336361.3%
Q4 2019112$359.8M18,705,2731940251.2%
Q3 201999$314.6M17,151,365932311.3%
Q2 201999$306.8M17,366,4501026372.9%
Q1 2019110$271.1M18,270,1901436341.5%
Q4 2018111$281.1M18,967,0672300.0%