Live Oak Bancshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:LOB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Nov 24	SellUS$616,837	John Sutherland	Individual	12,588	US$49.00
07 Nov 24	SellUS$470,169	Gregory Seward	Individual	10,000	US$47.39
29 Oct 24	BuyUS$39,762	William Cameron	Individual	1,000	US$39.76
23 Aug 24	SellUS$859,976	John Sutherland	Individual	20,000	US$43.00
15 May 24	SellUS$93,522	Tonya Bradford	Individual	2,600	US$35.97
11 Mar 24	SellUS$343,421	Micah Davis	Individual	8,613	US$39.87
07 Mar 24	SellUS$426,891	John Sutherland	Individual	10,500	US$41.37

Insider Trading Volume

Insider Buying: LOB insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of LOB?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,818	0.0173%
General Public	3,399,536	7.52%
Individual Insiders	10,728,487	23.7%
Institutions	31,053,564	68.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 75.66% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	James Mahan	6,771,682	US$265.2m	0%	no data
14.3%	T. Rowe Price Group, Inc.	6,481,632	US$253.9m	0.15%	0.02%
6.12%	BlackRock, Inc.	2,767,747	US$108.4m	0.36%	no data
5.8%	The Vanguard Group, Inc.	2,621,043	US$102.7m	0.65%	no data
3.63%	Diamond Hill Capital Management, Inc.	1,639,243	US$64.2m	-8.04%	0.27%
3.4%	Neil Underwood	1,538,132	US$60.2m	0%	no data
3.13%	Dimensional Fund Advisors LP	1,416,437	US$55.5m	0.99%	0.01%
2.97%	William Williams	1,343,286	US$52.6m	0%	no data
2.57%	Capital Research and Management Company	1,161,176	US$45.5m	61.7%	no data
2.46%	State Street Global Advisors, Inc.	1,109,413	US$43.5m	13.4%	no data
1.89%	Columbia Management Investment Advisers, LLC	853,028	US$33.4m	-16.5%	0.01%
1.83%	Perpetual Limited	829,187	US$32.5m	-0.1%	0.09%
1.71%	Geode Capital Management, LLC	773,724	US$30.3m	1.82%	no data
1.6%	Barrow, Hanley, Mewhinney & Strauss, LLC	722,794	US$28.3m	-1.01%	0.42%
1.6%	SouthernSun Asset Management, LLC	722,527	US$28.3m	-12%	3.6%
1.39%	American Beacon Advisors, Inc.	626,802	US$24.6m	-0.31%	0.57%
1.05%	Citadel Advisors LLC	475,870	US$18.6m	149%	0.02%
0.83%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	373,292	US$14.6m	7.62%	no data
0.73%	Trust Company Of The South	330,600	US$12.9m	0%	2.75%
0.68%	abrdn plc	306,124	US$12.0m	0%	0.01%
0.67%	Northern Trust Global Investments	304,664	US$11.9m	4.51%	no data
0.67%	Manulife Asset Management	301,813	US$11.8m	-2.5%	0.01%
0.62%	Charles Schwab Investment Management, Inc.	278,821	US$10.9m	3%	no data
0.49%	Loomis Sayles & Company, L.P.	221,263	US$8.7m	3.59%	0.01%
0.48%	Millennium Management LLC	218,731	US$8.6m	-55.3%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 09:08
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Live Oak Bancshares, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Steven Alexopoulos	J.P. Morgan
Christopher McGratty	Keefe, Bruyette, & Woods
Timothy Switzer	Keefe, Bruyette, & Woods