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LIVE OAK BANCSHARES, INC. (LOB)

Losch William C III 🟡 adjusted position in 327.6K shares (7 derivative) of Live Oak Bancshares, Inc. (LOB) at $42.23 Transaction Date: Aug 10, 2026 | Filing ID: 000008

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  • News bot Aug. 12, 2026, 8:37 p.m.

    🔍 Losch William C III (Executive)

    Company: Live Oak Bancshares, Inc. (LOB)

    Report Date: 2026-08-10

    Transaction Summary:

    • Total transactions: 9
    • Derivative instruments: 7
    • Holdings reported: 6
    • Total shares acquired: 42,000
    • Total shares sold: 60,665
    • Total shares held: 308,977

    Detailed Transactions and Holdings:

    • Acquired 42,000 shares of Voting Common Stock (Direct)
      Date: 2026-08-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 254,278.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 18,665 shares of Voting Common Stock at $42.23 per share (Direct)
      Date: 2026-08-10 | Code: F | equity_swap_involved: 0 | shares_owned_after: 235,613.00 | transaction_form_type: 4
    • Sold 42,000 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: M | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F1, F2, F2
    • Holds 1,264 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: H | shares_owned_after: 1,264.00 | Footnotes: F1, F3, F3
    • Holds 35,846 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: H | shares_owned_after: 35,846.00 | Footnotes: F1, F4, F4
    • Holds 150,000 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: H | shares_owned_after: 150,000.00 | Footnotes: F1, F5, F5
    • Holds 33,050 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: H | shares_owned_after: 33,050.00 | Footnotes: F1, F6, F6
    • Holds 36,123 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: H | shares_owned_after: 36,123.00 | Footnotes: F1, F7, F7
    • Holds 52,694 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-10 | Code: H | shares_owned_after: 52,694.00 | Footnotes: F1, F8, F8

    Footnotes:

    • F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.
    • F2: The RSUs vested in five equal annual installments beginning on August 10, 2022, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F3: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F4: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F5: The RSUs vest in five equal annual installments beginning on August 25, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F6: The RSUs vest in five equal annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F7: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F8: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date.

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