| |
Company
Roster
|
|
Total
Insiders : |
34 |
|
|
|
Total
Direct Shares :
|
2,904,011 |
|
|
Total
Indirect Shares :
|
9,719,018 |
| |
%
Held by Insiders:
|
7.61% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  Cairns Michael |
Chief Credit Officer |
2025-12-09 |
9,338 |
|
0 |
| Seward Gregory W |
General Counsel |
2025-11-28 |
105,876 |
2015-11-09 |
0 |
| Bradford Tonya Williams |
Director |
2025-11-20 |
6,697 |
2021-11-16 |
0 |
| Lucht David G |
Director |
2025-10-29 |
19,677 |
|
0 |
| Losch William C Iii |
President |
2025-08-25 |
190,573 |
2021-09-08 |
0 |
| Lunsford Jeffrey W |
Director |
2025-08-12 |
10,750 |
|
0 |
| Derraik Renato |
Chief Info./Digital Off., Bank |
2025-08-11 |
64,424 |
2022-08-11 |
0 |
| Sutherland John W. |
Chief Accounting Officer |
2025-06-27 |
15,290 |
|
0 |
| Cameron William Henderson |
Director |
2025-05-07 |
16,904 |
2025-05-07 |
205,014 |
| Hoffsis Glen F. |
Director |
2025-05-01 |
134,573 |
|
0 |
| Moroz Mark Michael |
Officer |
2025-05-01 |
7,307 |
|
0 |
| Petty Miltom Emmett |
Director |
2025-05-01 |
127,893 |
|
0 |
| Glossman Diane Beth |
Director |
2025-05-01 |
72,983 |
|
0 |
| Valine Yousef A. |
Director |
2025-05-01 |
7,455 |
2025-05-01 |
1,500 |
| Phifer Walter J |
Chief Financial Officer |
2025-02-24 |
5,743 |
|
0 |
| Spencer Courtney |
Chief Experience Officer |
2025-02-24 |
20,860 |
2025-02-24 |
154 |
| Davis Micah S |
Chief Marketing & Comm Officer |
2025-02-24 |
48,115 |
|
0 |
| Mann Stephanie |
Chief Strategy Officer |
2025-02-24 |
42,195 |
|
0 |
| Williams William L. Iii |
Director |
2024-05-02 |
54,075 |
2024-05-02 |
1,289,211 |
| Crawford Casey S |
Director |
2023-08-22 |
1,881 |
2023-08-22 |
0 |
| Garriott Huntley |
President, Live Oak Bank |
2023-02-23 |
442,033 |
2018-12-12 |
0 |
| Janson Susan N |
Chief Risk Off., Live Oak Bank |
2022-02-22 |
30,350 |
2018-04-30 |
0 |
| Smits Steve |
Chief Credit Officer |
2021-11-11 |
166,967 |
2024-02-23 |
150,132 |
| Caines S. Brett |
Chief Financial Officer |
2021-04-06 |
322,406 |
|
0 |
| Underwood Neil Lawrence |
President, Director |
2020-11-24 |
331,800 |
2021-12-15 |
1,538,132 |
| Landis H K |
Director |
2020-11-05 |
198,300 |
|
0 |
| Salyers David G |
Director |
2020-05-06 |
4,100 |
|
0 |
| Pullins Jerald L |
Director |
2019-05-14 |
248,590 |
|
0 |
| Hill Thomas A. |
Chief Information Officer |
2018-05-25 |
7,824 |
|
0 |
| Custer Scott |
President, Live Oak Bank |
2017-05-30 |
80,000 |
2017-05-30 |
0 |
| Jackson Don |
Director |
2017-05-09 |
90,010 |
2015-07-23 |
0 |
| Thompson Gregory Bruce |
Officer |
2016-01-06 |
20,000 |
|
0 |
| Holt J. William |
Chief Revenue Officer |
2015-08-06 |
70 |
|
0 |
| Mahan James S III |
Chief Executive Officer, Director, 10% Owner |
|
0 |
2025-12-05 |
6,534,875 |
|
|
1.74 (5.27%) 
