Live Oak Bancshares, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Mann Stephanie | Chief Strategy Officer | Option Exercise | 2,253 | — | — | 32,002 | Feb 12, 2025 |
| Losch William C III | President | Tax Withholding | 4,957 | $34.80 | $172,504 | 128,799 | Feb 12, 2025 |
| Derraik Renato | Chief Info./Digital Off., Bank | Tax Withholding | 2,000 | $34.80 | $69,600 | 39,700 | Feb 12, 2025 |
| Davis Micah S | Chief Marketing & Comm Officer | Option Exercise | 1,752 | — | — | 46,622 | Feb 12, 2025 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Tax Withholding | 230 | $35.08 | $8,068 | 11,246 | Feb 10, 2025 |
| Spencer Courtney | Chief Experience Officer | Option Exercise | 2,003 | — | — | 17,179 | Feb 10, 2025 |
| Seward Gregory W | General Counsel | Tax Withholding | 997 | $35.08 | $34,975 | 86,888 | Feb 10, 2025 |
| Phifer Walter J | Chief Financial Officer | Option Exercise | 195 | — | — | 4,800 | Feb 10, 2025 |
| Mann Stephanie | Chief Strategy Officer | Tax Withholding | 387 | $35.08 | $13,576 | 29,636 | Feb 10, 2025 |
| Davis Micah S | Chief Marketing & Comm Officer | Option Exercise | 2,003 | — | — | 45,867 | Feb 10, 2025 |
| Cairns Michael | Chief Credit Officer | Option Exercise | 390 | — | — | 7,068 | Feb 10, 2025 |
| Phifer Walter J | Chief Financial Officer | Tax Withholding | 105 | $44.54 | $4,677 | 4,605 | Dec 16, 2024 |
| Cairns Michael | Chief Credit Officer | Option Exercise | 235 | — | — | 6,783 | Dec 16, 2024 |
| Cairns Michael | Chief Credit Officer | Tax Withholding | 840 | $45.30 | $38,052 | 6,548 | Dec 9, 2024 |
| Phifer Walter J | Chief Financial Officer | Tax Withholding | 699 | $45.30 | $31,665 | 4,475 | Dec 9, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Gift | 3,000 | — | — | 11,015 | Nov 15, 2024 |
| Seward Gregory W | General Counsel | Gift | 1,000 | — | — | 85,882 | Nov 14, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Sale | 12,588 | $49.00 | $616,812 | 14,015 | Nov 13, 2024 |
| Seward Gregory W | General Counsel | Sale | 5,355 | $47.39 | $253,773 | 86,882 | Nov 7, 2024 |
| Cameron William Henderson | — | Purchase | 1,000 | $39.76 | $39,760 | 202,217 | Oct 29, 2024 |
| Losch William C III | Chief Financial Officer | Tax Withholding | 22,220 | $42.52 | $944,794 | 122,740 | Aug 26, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Sale | 20,000 | $43.00 | $860,000 | 26,603 | Aug 23, 2024 |
| Losch William C III | Chief Financial Officer | Tax Withholding | 18,665 | $38.43 | $717,296 | 94,960 | Aug 12, 2024 |
| Derraik Renato | Chief Info./Digital Off., Bank | Option Exercise | 25,000 | — | — | 48,554 | Aug 12, 2024 |
| LUCHT DAVID G | — | Gift | 3,750 | — | — | 16,350 | Jul 30, 2024 |
| Bradford Tonya Williams | — | Sale | 2,600 | $35.97 | $93,522 | 5,870 | May 15, 2024 |
| WILLIAMS WILLIAM L. III | — | Gift | 137,025 | — | — | — | May 2, 2024 |
| Valine Yousef A. | — | Option Exercise | 3,625 | — | — | 5,128 | May 1, 2024 |
| Petty Miltom Emmett | — | Option Exercise | 3,625 | — | — | 125,566 | May 1, 2024 |
| LUCHT DAVID G | — | Option Exercise | 3,625 | — | — | 20,100 | May 1, 2024 |
| Glossman Diane Beth | — | Option Exercise | 3,625 | — | — | 70,656 | May 1, 2024 |
| Hoffsis Glen F. | — | Option Exercise | 3,625 | — | — | 132,246 | May 1, 2024 |
| Cameron William Henderson | — | Option Exercise | 3,625 | — | — | 6,904 | May 1, 2024 |
| Bradford Tonya Williams | — | Option Exercise | 3,625 | — | — | 8,470 | May 1, 2024 |
| Davis Micah S | Chief Marketing & Comm Officer | Sale | 8,613 | $39.87 | $343,400 | 43,864 | Mar 11, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Sale | 9,459 | $40.58 | $383,846 | 47,644 | Mar 7, 2024 |
| Petty Miltom Emmett | — | Sale | 10,000 | $39.73 | $397,300 | 121,941 | Feb 29, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Option Exercise | 177 | — | — | 57,192 | Feb 23, 2024 |
| Spencer Courtney | Chief Experience Officer | Option Exercise | 2,000 | — | — | 16,065 | Feb 23, 2024 |
| Smits Steve | Chief Credit Officer | Tax Withholding | 445 | $39.30 | $17,489 | 150,132 | Feb 23, 2024 |
| Seward Gregory W | General Counsel | Tax Withholding | 445 | $39.30 | $17,489 | 96,882 | Feb 23, 2024 |
| Phifer Walter J | Chief Financial Officer | Tax Withholding | 34 | $39.30 | $1,336 | 3,602 | Feb 23, 2024 |
| Mann Stephanie | Chief Strategy Officer | Option Exercise | 2,000 | — | — | 29,500 | Feb 23, 2024 |
| Davis Micah S | Chief Marketing & Comm Officer | Option Exercise | 1,000 | — | — | 52,922 | Feb 23, 2024 |
| Cameron William Henderson | — | Option Exercise | 30,000 | $4.40 | $132,000 | 201,217 | Feb 21, 2024 |
| Seward Gregory W | General Counsel | Option Exercise | 11,948 | — | — | 100,382 | Feb 15, 2024 |
| Losch William C III | Chief Financial Officer | Option Exercise | 1,264 | — | — | 72,254 | Feb 15, 2024 |
| Derraik Renato | Chief Info./Digital Off., Bank | Tax Withholding | 8,091 | $38.55 | $311,908 | 22,760 | Feb 15, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting Officer | Tax Withholding | 158 | $39.21 | $6,195 | 57,015 | Feb 14, 2024 |
| Spencer Courtney | Chief Experience Officer | Tax Withholding | 743 | $39.21 | $29,133 | 14,065 | Feb 14, 2024 |