Insider holders · CIK 0001462120
Live Oak Bancshares, Inc. · LOB
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Neil Lawrence UnderwoodPresident | 1,248,269 | 50,000 | 1,298,269 | Jan 30, 2019 · 5:55 pm EST | Form 4 |
| S. Brett CainesChief Financial Officer | 263,952 | — | 263,952 | Feb 13, 2019 · 6:00 pm EST | Form 4 |
| William C Losch IIIPresident | 263,392 | — | 263,392 | Aug 26, 2026 · 4:12 pm EDT | Form 4 |
| Jerald L PullinsDirector | 246,590 | — | 246,590 | Jun 11, 2018 · 5:21 pm EDT | Form 4 |
| H K LandisDirector | 193,310 | — | 193,310 | Jan 31, 2019 · 4:42 pm EST | Form 4 |
| William L. Williams IIIDirector | 52,825 | 137,025 | 189,850 | Sep 8, 2026 · 4:19 pm EDT | Form 4 |
| James S Mahan IIIChief Executive Officer | — | 140,150 | 140,150 | Sep 11, 2026 · 4:05 pm EDT | Form 4 |
| Glen F. HoffsisDirector | 92,192 | — | 92,192 | Dec 14, 2018 · 4:50 pm EST | Form 4 |
| Don JacksonDirector | 90,010 | — | 90,010 | May 11, 2017 · 5:05 pm EDT | Form 4 |
| Miltom Emmett PettyDirector | 89,512 | — | 89,512 | Dec 12, 2018 · 5:49 pm EST | Form 4 |
| Scott CusterPresident, Live Oak Bank | 80,000 | — | 80,000 | Aug 9, 2017 · 5:20 pm EDT | Form 4 |
| Huntley GarriottPresident, Live Oak Bank | 55,000 | — | 55,000 | Feb 19, 2019 · 7:37 am EST | Form 4 |
| Steve SmitsChief Credit Officer | 50,131 | — | 50,131 | Feb 13, 2019 · 6:03 pm EST | Form 4 |
| John W. SutherlandChief Accounting Officer | 34,462 | — | 34,462 | Feb 13, 2019 · 6:04 pm EST | Form 4 |
| Courtney SpencerChief Experience Officer | 30,536 | 0 | 30,536 | Aug 5, 2026 · 4:20 pm EDT | Form 4 |
| Diane Beth GlossmanDirector | 30,102 | — | 30,102 | Jan 30, 2019 · 5:54 pm EST | Form 4 |
| Gregory Bruce ThompsonChief Operating Officer | 20,000 | — | 20,000 | Feb 2, 2017 · 5:55 pm EST | Form 4 |
| Renato DerraikChief Info./Digital Off., Bank | 18,132 | — | 18,132 | Aug 12, 2026 · 4:17 pm EDT | Form 4 |
| William Henderson CameronDirector | 15,000 | 470 | 15,470 | Feb 12, 2019 · 5:16 pm EST | Form 4 |
| Jeffrey W LunsfordDirector | 12,640 | — | 12,640 | Jun 2, 2026 · 4:01 pm EDT | Form 4 |
| Mark Michael MorozChief Banking Officer | 12,110 | — | 12,110 | Jul 29, 2026 · 4:42 pm EDT | Form 4 |
| Gregory W SewardGeneral Counsel | 12,000 | — | 12,000 | Feb 13, 2019 · 6:02 pm EST | Form 4 |
| Walter J PhiferChief Financial Officer | 11,723 | — | 11,723 | Aug 19, 2026 · 4:21 pm EDT | Form 4 |
| Michael CairnsChief Credit Officer | 11,528 | — | 11,528 | Aug 21, 2026 · 4:37 pm EDT | Form 4 |
| Tonya Williams BradfordDirector | 8,043 | — | 8,043 | Sep 8, 2026 · 4:18 pm EDT | Form 4 |
| Thomas A. HillChief Information Officer | 7,824 | — | 7,824 | Nov 20, 2018 · 5:43 pm EST | Form 4 |
| David G LuchtDirector | 4,000 | — | 4,000 | Aug 5, 2026 · 4:20 pm EDT | Form 4 |
| Susan N JansonChief Risk Off., Live Oak Bank | 2,000 | — | 2,000 | Feb 13, 2019 · 6:00 pm EST | Form 4 |
| J. William HoltChief Revenue Officer | 70 | — | 70 | Aug 18, 2015 · 4:22 pm EDT | Form 4 |
| Matthew S DiffleyChief Accounting Officer | 0 | — | 0 | Jul 6, 2026 · 4:16 pm EDT | Form 3 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.