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LOB Insider Trading

Insider Ownership Percentage: 22.40%
Insider Buying (Last 12 Months): $130,225.35
Insider Selling (Last 12 Months): $5,461,109.78

Live Oak Bancshares Insider Trading History Chart

This chart shows the insider buying and selling history at Live Oak Bancshares by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Live Oak Bancshares Share Price & Price History

Current Price: $38.91
Price Change: ▲ Price Increase of +0.005 (0.01%)
As of 09/10/2026 03:32 PM ET

This chart shows the closing price history over time for LOB up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Live Oak Bancshares Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/3/2026Tonya Williams BradfordDirectorSell1,600$39.89$63,824.008,043View SEC Filing Icon  
9/3/2026Willam Lee Williams, IIIDirectorSell6,590$40.09$264,193.101,105,726View SEC Filing Icon  
9/2/2026Willam Lee Williams, IIIDirectorSell1,810$40.00$72,400.001,112,316View SEC Filing Icon  
8/4/2026Courtney SpencerInsiderSell154$43.68$6,726.72View SEC Filing Icon  
8/4/2026David G LuchtDirectorSell2,000$44.36$88,720.0013,623View SEC Filing Icon  
8/3/2026Willam Lee Williams, IIIDirectorSell8,400$43.08$361,872.001,114,126View SEC Filing Icon  
7/28/2026Mark Michael MorozInsiderSell6,100$42.08$256,688.0012,110View SEC Filing Icon  
7/27/2026David G LuchtDirectorSell3,000$42.13$126,390.0015,623View SEC Filing Icon  
7/1/2026Willam Lee Williams, IIIDirectorSell8,400$41.61$349,524.001,122,526View SEC Filing Icon  
6/24/2026Willam Lee Williams, IIIDirectorSell8,400$40.05$336,420.001,130,926View SEC Filing Icon  
4/30/2026Renato DerraikInsiderSell75,000$37.83$2,837,250.004,243View SEC Filing Icon  
3/2/2026Gregory W. SewardGeneral CounselSell3,000$36.70$110,100.00113,797View SEC Filing Icon  
3/2/2026Walter J PhiferCFOSell4,712$36.58$172,364.9610,103View SEC Filing Icon  
1/26/2026Courtney SpencerInsiderSell9,700$39.01$378,397.0025,160View SEC Filing Icon  
1/26/2026Ewa Maria StasiowskaInsiderBuy2,595$38.53$99,985.352,595View SEC Filing Icon  
11/20/2025Tonya Williams BradfordDirectorBuy1,000$30.24$30,240.006,697View SEC Filing Icon  
11/19/2025Gregory W. SewardGeneral CounselSell1,200$30.20$36,240.00106,126View SEC Filing Icon  
5/6/2025William Henderson CameronDirectorBuy5,000$25.92$129,600.0011,904View SEC Filing Icon  
11/13/2024John W. SutherlandCAOSell12,588$49.00$616,812.0014,015View SEC Filing Icon  
10/29/2024William Henderson CameronDirectorBuy1,000$39.76$39,760.00202,217View SEC Filing Icon  
8/23/2024John W. SutherlandCAOSell20,000$43.00$860,000.0026,603View SEC Filing Icon  
5/15/2024Tonya Williams BradfordDirectorSell2,600$35.97$93,522.005,870View SEC Filing Icon  
3/11/2024Micah S. DavisInsiderSell8,613$39.87$343,400.3143,864View SEC Filing Icon  
2/29/2024Miltom Emmett PettyDirectorSell10,000$39.73$397,300.00121,941View SEC Filing Icon  
12/7/2023Steve SmitsInsiderSell10,000$36.25$362,500.00145,751View SEC Filing Icon  
12/5/2023Steve SmitsInsiderSell15,000$35.62$534,300.00155,751View SEC Filing Icon  
11/17/2023John W. SutherlandCAOSell20,000$33.49$669,800.0056,269View SEC Filing Icon  
11/9/2023Renato DerraikInsiderSell20,000$29.56$591,200.0012,928View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Live Oak Bancshares (NYSE:LOB)

63.95% of Live Oak Bancshares stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at LOB by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Live Oak Bancshares Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Engineers Gate Manager LP15,215$0.62M0.0%+26.4%0.033%Search for SEC Filing on Google Icon
9/9/2026Pinnacle Wealth Management Advisory Group LLC4,983$0.20M0.0%-35.5%0.011%Search for SEC Filing on Google Icon
9/9/2026Squarepoint Ops LLC22,685$0.93M0.0%-34.8%0.049%Search for SEC Filing on Google Icon
8/24/2026California State Teachers Retirement System1,668,641$68.15M0.0%+4,962.5%3.607%Search for SEC Filing on Google Icon
8/20/2026Benjamin Edwards Inc.16,857$0.69M0.0%+3.1%0.036%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50,531$2.06M0.0%-1.3%0.109%Search for SEC Filing on Google Icon
8/19/2026Hsbc Holdings PLC7,941$0.33M0.0%N/A0.017%Search for SEC Filing on Google Icon
8/18/2026Empowered Funds LLC89,193$3.64M0.0%N/A0.193%Search for SEC Filing on Google Icon
8/18/2026Centaurus Financial Inc.3,135$0.13M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE230,020$9.39M0.0%N/A0.497%Search for SEC Filing on Google Icon
8/15/2026Man Group plc71,864$2.94M0.0%N/A0.155%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC14,061$0.57M0.0%N/A0.030%Search for SEC Filing on Google Icon
8/14/2026Hsbc Holdings PLC7,941$0.33M0.0%N/A0.017%Search for SEC Filing on Google Icon
8/14/2026PDT Partners LLC31,021$1.27M0.1%N/A0.067%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc36,337$1.48M0.0%N/A0.079%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company283,133$11.56M0.0%N/A0.612%Search for SEC Filing on Google Icon
8/14/2026Algert Global LLC586,166$23.94M0.3%+61.6%1.267%Search for SEC Filing on Google Icon
8/13/2026Sanctuary Advisors LLC10,751$0.44M0.0%N/A0.023%Search for SEC Filing on Google Icon
8/13/2026Barrow Hanley Mewhinney & Strauss LLC1,360,091$55.55M0.2%N/A2.940%Search for SEC Filing on Google Icon
8/12/2026Northwestern Mutual Wealth Management Co.8,130$0.33M0.0%N/A0.018%Search for SEC Filing on Google Icon
8/12/2026Quantbot Technologies LP6,519$0.27M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/12/2026William Blair Investment Management LLC569,233$23.25M0.1%N/A1.231%Search for SEC Filing on Google Icon
8/12/2026Ieq Capital LLC13,393$0.55M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/12/2026Callan Family Office LLC13,080$0.53M0.0%N/A0.028%Search for SEC Filing on Google Icon
8/11/2026Advisors Capital Management LLC9,250$0.38M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/10/2026one8zero8 LLC20,985$0.86M0.2%N/A0.045%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.3,515,856$143.59M0.0%N/A7.600%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG95,469$3.90M0.0%N/A0.206%Search for SEC Filing on Google Icon
8/7/2026Rice Hall James & Associates LLC140,163$5.72M0.3%N/A0.303%Search for SEC Filing on Google Icon
8/7/2026Simplicity Wealth LLC13,286$0.54M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/7/2026Diamond Hill Capital Management LLC Investment Advisor179,294$7.32M0.1%N/A0.388%Search for SEC Filing on Google Icon
8/6/2026Global Retirement Partners LLC889$36K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp110,334$4.51M0.0%N/A0.239%Search for SEC Filing on Google Icon
8/6/2026GSA Capital Partners LLP28,680$1.17M0.1%N/A0.062%Search for SEC Filing on Google Icon
8/3/2026Oppenheimer Asset Management Inc.49,094$2.01M0.0%N/A0.106%Search for SEC Filing on Google Icon
8/3/2026Walleye Capital LLC39,973$1.63M0.0%N/A0.086%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE174,613$5.77M0.0%-7.4%0.377%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada75,125$2.48M0.0%+53.3%0.162%Search for SEC Filing on Google Icon
5/18/2026Empowered Funds LLC89,188$2.95M0.0%+3.5%0.193%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company285,133$9.43M0.0%-1.0%0.616%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP29,691$0.98M0.0%+53.2%0.064%Search for SEC Filing on Google Icon
5/15/2026Rice Hall James & Associates LLC145,557$4.81M0.3%-1.0%0.315%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.41,124$1.36M0.0%+4.5%0.090%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers16,887$0.56M0.0%-8.1%0.037%Search for SEC Filing on Google Icon
5/13/2026Southernsun Asset Management LLC1,033,539$34.18M5.0%+0.4%2.254%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP40,975$1.36M0.0%+98.1%0.089%Search for SEC Filing on Google Icon
5/7/2026WCM Investment Management LLC153,534$4.96M0.0%N/A0.335%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP1,593,185$52.69M0.0%+3.6%3.474%Search for SEC Filing on Google Icon
5/6/2026Aviance Capital Partners LLC14,493$0.48M0.1%-16.1%0.032%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp100,279$3.32M0.0%-3.2%0.219%Search for SEC Filing on Google Icon
5/5/2026Sanctuary Advisors LLC10,728$0.36M0.0%+19.2%0.023%Search for SEC Filing on Google Icon
5/1/2026Sovran Advisors LLC32,542$1.08M0.1%+8.7%0.071%Search for SEC Filing on Google Icon
5/1/2026Simplicity Wealth LLC8,864$0.29M0.0%N/A0.019%Search for SEC Filing on Google Icon
4/30/2026Equitable Trust Co.14,722$0.49M0.0%N/A0.032%Search for SEC Filing on Google Icon
4/30/2026Personal CFO Solutions LLC8,606$0.29M0.0%+27.3%0.019%Search for SEC Filing on Google Icon
4/28/2026Whittier Trust Co. of Nevada Inc.117,136$3.96M0.1%+10.2%0.255%Search for SEC Filing on Google Icon
4/28/2026Whittier Trust Co.225,955$7.64M0.1%+13.6%0.493%Search for SEC Filing on Google Icon
4/28/2026Howe & Rusling Inc.10,541$0.35M0.0%-10.6%0.023%Search for SEC Filing on Google Icon
4/24/2026Stock Yards Bank & Trust Co.8,200$0.27M0.0%-13.2%0.018%Search for SEC Filing on Google Icon
4/23/2026Inspire Investing LLC15,432$0.51M0.0%+13.8%0.034%Search for SEC Filing on Google Icon
4/22/2026Sterling Capital Management LLC767$25K0.0%-39.0%0.002%Search for SEC Filing on Google Icon
4/21/2026Pinnacle Wealth Management Advisory Group LLC7,725$0.26M0.0%-11.0%0.017%Search for SEC Filing on Google Icon
4/20/2026Blue Trust Inc.2,122$70K0.0%+671.6%0.005%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC37,567$1.24M0.0%+113.9%0.082%Search for SEC Filing on Google Icon
4/16/2026E. Ohman J or Asset Management AB98,745$3.27M0.1%+9.3%0.215%Search for SEC Filing on Google Icon
3/20/2026Hsbc Holdings PLC8,530$0.29M0.0%+34.2%0.019%Search for SEC Filing on Google Icon
2/19/2026T. Rowe Price Investment Management Inc.6,428,502$220.82M0.1%-1.4%14.018%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.64,322$2.21M0.0%+9.2%0.140%Search for SEC Filing on Google Icon
2/18/2026Mendon Capital Advisors Corp50,000$1.72M0.5%+0.5%0.109%Search for SEC Filing on Google Icon
2/18/2026Fuller & Thaler Asset Management Inc.223,584$7.68M0.0%+43.9%0.488%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd34,855$1.20M0.0%N/A0.076%Search for SEC Filing on Google Icon
2/18/2026one8zero8 LLC75,935$2.61M0.6%-1.4%0.166%Search for SEC Filing on Google Icon
2/18/2026Voloridge Investment Management LLC178,965$6.15M0.0%+8.3%0.390%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Portfolio Strategies LLC29,767$1.02M0.0%-15.6%0.065%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL53,137$1.83M0.0%-69.8%0.116%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Fundamental Investments LLC18,652$0.64M0.0%-4.9%0.041%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC258,071$8.87M0.0%-8.8%0.563%Search for SEC Filing on Google Icon
2/18/2026Inspire Investing LLC13,564$0.47M0.0%+5.1%0.030%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC14,061$0.48M0.0%-87.4%0.031%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP32,161$1.11M0.0%+58.0%0.070%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.29,215$1M0.0%+20.7%0.064%Search for SEC Filing on Google Icon
2/18/2026Boothbay Fund Management LLC32,226$1.11M0.0%-79.5%0.070%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC176,402$6.06M0.1%+24.8%0.385%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC13,072$0.45M0.0%-75.9%0.029%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC102,401$3.52M0.0%+8.6%0.223%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers18,370$0.63M0.0%-8.7%0.040%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP29,778$1.02M0.0%-69.6%0.065%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC32,826$1.13M0.0%-16.2%0.072%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD28,476$0.98M0.0%-15.4%0.062%Search for SEC Filing on Google Icon
2/17/2026T. Rowe Price Investment Management Inc.1,710,487$58.76M0.1%-73.8%3.730%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.32,933$1.13M0.0%+4.4%0.072%Search for SEC Filing on Google Icon
2/17/2026Advisory Services Network LLC7,189$0.25M0.0%-20.9%0.016%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.102,063$3.51M0.0%+48.6%0.223%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board139,765$4.80M0.0%+268.9%0.305%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors93,020$3.20M0.0%+43.9%0.203%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada49,009$1.68M0.0%-10.9%0.107%Search for SEC Filing on Google Icon
2/17/2026Blair William & Co. IL30,082$1.03M0.0%N/A0.066%Search for SEC Filing on Google Icon
2/17/2026Graham Capital Management L.P.23,641$0.81M0.0%+19.5%0.052%Search for SEC Filing on Google Icon
2/17/2026Persistent Asset Partners Ltd4,676$0.16M0.1%-79.4%0.010%Search for SEC Filing on Google Icon
2/17/2026Howe & Rusling Inc.11,785$0.41M0.0%+7.8%0.026%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Live Oak Bancshares logo
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.
Read More on Live Oak Bancshares

Today's Range

Now: $38.91
Low: $38.22
High: $38.95

50 Day Range

MA: $41.49
Low: $38.62
High: $43.78

52 Week Range

Now: $38.91
Low: $29.36
High: $44.53

Volume

92,230 shs

Average Volume

273,018 shs

Market Capitalization

$1.80 billion

P/E Ratio

13.70

Dividend Yield

0.30%

Beta

1.86

Who are the company insiders with the largest holdings of Live Oak Bancshares?

Live Oak Bancshares' top insider investors include:
  1. William L Williams III (EVP)
  2. William L Williams III (Vice Chairman)
  3. Neil Lawrence Underwood (President)
  4. William L Williams III (Director)
  5. S Brett Caines (CFO)
  6. David G Lucht (Insider)
  7. H K Landis (Director)
  8. William Henderson Cameron (Director)
  9. Steve Smits (Insider)
  10. Miltom Emmett Petty (Director)
Learn More about top insider investors at Live Oak Bancshares.

Who are the major institutional investors of Live Oak Bancshares?

Live Oak Bancshares' top institutional investors include:
  1. BlackRock Inc. — 7.60%
  2. California State Teachers Retirement System — 3.61%
  3. Barrow Hanley Mewhinney & Strauss LLC — 2.94%
  4. Algert Global LLC — 1.27%
  5. William Blair Investment Management LLC — 1.23%
  6. The Manufacturers Life Insurance Company — 0.61%
Learn More about top institutional investors of Live Oak Bancshares stock.

Which major investors are selling Live Oak Bancshares stock?

In the last quarter, LOB stock was sold by these institutional investors:
  1. Squarepoint Ops LLC
  2. Pinnacle Wealth Management Advisory Group LLC
  3. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Within the last year, company insiders that have sold Live Oak Bancshares company stock include:
  1. William L Williams III (Director)
  2. Gregory W Seward (General Counsel)
  3. Courtney Spencer (Insider)
  4. David G Lucht (Director)
  5. Mark Michael Moroz (Insider)
  6. Walter J Phifer (CFO)
  7. Tonya Williams Bradford (Director)
  8. Renato Derraik (Insider)
Learn More investors selling Live Oak Bancshares stock.

Which major investors are buying Live Oak Bancshares stock?

Within the previous quarter, LOB stock was purchased by institutional investors including:
  1. BlackRock Inc.
  2. California State Teachers Retirement System
  3. Barrow Hanley Mewhinney & Strauss LLC
  4. William Blair Investment Management LLC
  5. The Manufacturers Life Insurance Company
  6. Bank of America Corp DE
  7. Algert Global LLC
  8. Diamond Hill Capital Management LLC Investment Advisor
In the previous year, these company insiders have bought Live Oak Bancshares stock:
  1. William Henderson Cameron (Director)
  2. Tonya Williams Bradford (Director)
  3. Ewa Maria Stasiowska (Insider)
Learn More investors buying Live Oak Bancshares stock.

Live Oak Bancshares Active Insiders

Neil Lawrence Underwood
Neil Lawrence Underwood (Age 56)
President
William C Losch III
William C Losch III (Age 55)
CFO
Walter J Phifer
Walter J Phifer (Age 41)
CFO
John W Sutherland
John W Sutherland (Age 55)
CAO
Diane Beth Glossman
Diane Beth Glossman
Director
Tonya Williams Bradford
Tonya Williams Bradford
Director
1 recent trades
William Henderson Cameron
William Henderson Cameron
Director
David G Lucht
David G Lucht
Director
2 recent trades
Renato Derraik
Renato Derraik
Chief Information and Digital Officer
1 recent trades
Gregory W Seward
Gregory W Seward (Age 50)
General Counsel
Micah S Davis
Micah S Davis
Chief Marketing and Communications Officer
William L Williams III
William L Williams III (Age 55)
EVP
5 recent trades
Steve Smits
Steve Smits (Age 59)
Insider
Susan N Janson
Susan N Janson
Insider
Courtney Spencer
Courtney Spencer
Insider
1 recent trades
Ewa Maria Stasiowska
Ewa Maria Stasiowska
Insider
Mark Michael Moroz
Mark Michael Moroz (Age 52)
Insider
1 recent trades