James S. Mahan III

Insider Reports History

Entity
Individual
Location
3390 Peachtree Rd Ne, Ste 1700, Atlanta, GA
Signature
/s/ Jonathan A. Greene, by Power of Attorney
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by James S. Mahan III:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Live Oak Bancshares, Inc. Chief Executive Officer, Director, 10%+ Owner Voting Common Stock 3.15M $107M $33.93 Feb 14, 2025 By James S. Mahan Revocable Trust
Live Oak Bancshares, Inc. Chief Executive Officer, Director, 10%+ Owner Voting Common Stock 3.03M $103M $33.93 Feb 14, 2025 By Marguerite D. Mahan Revocable Trust
Live Oak Bancshares, Inc. Chief Executive Officer, Director, 10%+ Owner Voting Common Stock 140K $4.76M $33.93 Feb 14, 2025 By Peapod II, LLC
Live Oak Bancshares, Inc. Chief Executive Officer, Director, 10%+ Owner Voting Common Stock 127K $4.31M $33.93 Feb 14, 2025 By 2021 Chip Mahan Family and Charitable Trust
Live Oak Bancshares, Inc. Chief Executive Officer, Director, 10%+ Owner Voting Common Stock 127K $4.31M $33.93 Feb 14, 2025 By 2021 Peggy Mahan Family Trust

Insider Reports Filed by James S. Mahan III

Symbol Company Period Transactions Value $ Form Type Date Filed Role
LOB Live Oak Bancshares, Inc. Feb 14, 2025 1 $0 4 Feb 18, 2025 Chief Executive Officer, Director, 10%+ Owner
LOB Live Oak Bancshares, Inc. Nov 30, 2022 2 $0 4 Dec 5, 2022 Chief Executive Officer, Director, 10%+ Owner
LOB Live Oak Bancshares, Inc. Dec 9, 2021 4 $0 4 Feb 4, 2022 Chief Executive Officer, Director, 10%+ Owner