Live Oak Bancshares Inc (LOB)

Sector:
FINANCE
Industry:
BANKS
SIC:
STATE COMMERCIAL BANKS
CEO:
James S. Mahan
Employees:
960
1741 TIBURON DRIVE, WILMINGTON, NC 28403
910-790-5867

Live Oak Bancshares, Inc. provides various commercial banking products and services to individuals, small businesses, and professionals. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, savings, and time deposits. It also offers commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans.

Data derived from most recent annual or quarterly report
Market Cap 1.284 Billion Shares Outstanding44.363 Million Avg 30-day Volume 179.365 Thousand
P/E Ratio18.6447 Dividend Yield0.4561 EPS0.4
Price to Revenue2.1028 Debt to Equity11.6249 EBITDA187.981 Million
Price to Book Value1.4021 Operating Margin29.93 Enterprise Value10.845 Billion
Current Ratio-0.012 EPS Growth-0.677 Quick Ratio-0.012
1 Yr BETA 1.7473 52-week High/Low 38.37 / 17.31 Profit Margin11.2781
Operating Cash Flow Growth343.9202 Free Cash Flow to Firm (FCFF) TTM -2.37 Billion Free Cash Flow to Equity (FCFE) TTM6.091 Billion
Altman Z-Score-0.8607
Earnings Report2023-10-25
View SEC Filings from LOB instead.

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Live Oak Bancshares Inc YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding LOB (via 13F filings)

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Mutual Funds Holding LOB

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Recent Filings

Financial Reporting

Ownership

  • 4/A: filed on 2023-09-06 by CRAWFORD CASEY S
  • 4: filed on 2023-08-23 by CRAWFORD CASEY S
  • 4: filed on 2023-08-14 by DERRAIK RENATO
  • 4: filed on 2023-05-18 by VALINE YOUSEF A.
  • 4: filed on 2023-05-18 by PETTY MILTOM EMMETT
  • 4: filed on 2023-05-18 by LUCHT DAVID G
  • 4: filed on 2023-05-18 by HOFFSIS GLEN F.
  • 4: filed on 2023-05-18 by GLOSSMAN DIANE BETH
  • 4: filed on 2023-05-18 by CRAWFORD CASEY S
  • 4: filed on 2023-05-18 by CAMERON WILLIAM HENDERSON

    • Events (8k)

  • 8-K: filed on 2023-08-25:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-22:
    Item 8.01: Other Events
  • 8-K: filed on 2023-07-25:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-24:
    Item 8.01: Other Events
  • 8-K: filed on 2023-05-18:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-04-26:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-15:
    Item 7.01: Regulation FD Disclosure
  • 8-K: filed on 2023-02-14:
    Item 8.01: Other Events
  • 8-K: filed on 2023-01-25:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-02:
    Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

  • 144: filed on 2023-08-29:
  • 144: filed on 2023-09-06:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    68.9 Thousand total shares from 3 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    CRAWFORD CASEY S

    • Director
    		 1,881 2023-08-22 3

    LOSCH WILLIAM C III CHIEF FINANCIAL OFFICER

    • Officer
    		 61,146 2023-08-11 3

    DERRAIK RENATO CHIEF INFO./DIGITAL OFF., BANK

    • Officer
    		 32,928 2023-08-10 3

    LUCHT DAVID G

    • Director
    		 16,389 2023-08-02 5

    CAMERON WILLIAM HENDERSON

    • Director
    		 174,966 2023-06-12 4

    VALINE YOUSEF A.

    • Director
    		 1,500 2023-05-16 2

    GLOSSMAN DIANE BETH

    • Director
    		 67,031 2023-05-16 2

    PETTY MILTOM EMMETT

    • Director
    		 101,941 2023-05-16 2

    HOFFSIS GLEN F.

    • Director
    		 113,621 2023-05-16 2

    BRADFORD TONYA WILLIAMS

    • Director
    		 4,845 2023-05-16 2

    DAVIS MICAH S CHIEF MARKETING & COMM OFFICER

    • Officer
    		 49,231 2023-05-16 1

    SUTHERLAND JOHN W. CHIEF ACCOUNTING OFFICER

    • Officer
    		 76,269 2023-02-23 3

    SMITS STEVE CHIEF CREDIT OFFICER

    • Officer
    		 170,751 2023-02-23 3

    SEWARD GREGORY W GENERAL COUNSEL

    • Officer
    		 85,760 2023-02-23 3

    GARRIOTT HUNTLEY PRESIDENT, LIVE OAK BANK

    • Officer
    		 442,033 2023-02-23 2

    SPENCER COURTNEY CHIEF EXPERIENCE OFFICER

    • Officer
    		 10,599 2023-02-23 4

    MANN STEPHANIE CHIEF STRATEGY OFFICER

    • Officer
    		 17,280 2023-02-23 3

    MAHAN JAMES S III CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    • 10% Owner
    		 6,646,875 2022-11-30 1

    JANSON SUSAN N CHIEF RISK OFF., LIVE OAK BANK

    • Officer
    		 41,491 2022-02-22 0

    WILLIAMS WILLIAM L. III VICE CHAIRMAN & EVP

    • Officer
    • Director
    		 1,343,286 2022-02-09 0

    UNDERWOOD NEIL LAWRENCE PRESIDENT

    • Officer
    • Director
    		 1,538,132 2021-12-15 0

    CAINES S. BRETT CHIEF FINANCIAL OFFICER

    • Officer
    		 335,415 2021-04-06 0

    LANDIS H K

    • Director
    		 217,460 2020-11-05 0

    SALYERS DAVID G

    • Director
    		 4,100 2020-05-12 0

    PULLINS JERALD L

    • Director
    		 No longer subject to file 2019-05-14 0

    HILL THOMAS A. CHIEF INFORMATION OFFICER

    • Officer
    		 91,788 2018-11-19 0

    CUSTER SCOTT PRESIDENT, LIVE OAK BANK

    • Officer
    		 80,000 2017-08-07 0

    JACKSON DON

    • Director
    		 No longer subject to file 2017-05-09 0

    THOMPSON GREGORY BRUCE CHIEF OPERATING OFFICER

    • Officer
    		 184,218 2017-01-31 0

    HOLT J. WILLIAM CHIEF REVENUE OFFICER

    • Officer
    		 No longer subject to file 2015-08-14 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    CRAWFORD CASEY S - Director

    		2023-08-23 18:05:39 -0400 2023-08-22 F 654 $33.62 d 1,227 direct -1.1708 -2.912 0.0 1 -3.1222 5

    CRAWFORD CASEY S - Director

    		2023-08-23 18:05:39 -0400 2023-08-22 M 1,881 a 1,881 direct -1.1708 -2.912 0.0 1 -3.1222 5

    CRAWFORD CASEY S - Director

    		2023-08-23 18:05:39 -0400 2023-08-22 M 1,881 d 0 direct

    LOSCH WILLIAM C III - Officer CHIEF FINANCIAL OFFICER

    		2023-08-14 16:51:44 -0400 2023-08-11 F 16,919 $37.44 d 61,146 direct -0.7799 -6.2103 -17.4177 0.0 1 -17.4177 31

    LOSCH WILLIAM C III - Officer CHIEF FINANCIAL OFFICER

    		2023-08-14 16:51:44 -0400 2023-08-11 M 42,000 a 78,065 direct -0.7799 -6.2103 -17.4177 0.0 1 -17.4177 31

    LOSCH WILLIAM C III - Officer CHIEF FINANCIAL OFFICER

    		2023-08-14 16:51:44 -0400 2023-08-11 M 42,000 d 126,000 direct

    DERRAIK RENATO - Officer CHIEF INFO./DIGITAL OFF., BANK

    		2023-08-14 16:51:12 -0400 2023-08-10 F 9,346 $37.44 d 32,928 direct -0.7799 -6.2103 -17.4177 0.0 1 -17.4177 31

    DERRAIK RENATO - Officer CHIEF INFO./DIGITAL OFF., BANK

    		2023-08-14 16:51:12 -0400 2023-08-10 M 25,000 a 42,274 direct -0.7799 -6.2103 -17.4177 0.0 1 -17.4177 31

    DERRAIK RENATO - Officer CHIEF INFO./DIGITAL OFF., BANK

    		2023-08-14 16:51:12 -0400 2023-08-10 M 25,000 d 75,000 direct

    LUCHT DAVID G - Director

    		2023-08-04 16:20:50 -0400 2023-08-02 G 4,350 d 16,389 direct -0.5245 -4.3798 -19.9056 0.0 1 -19.9318 22

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    LIVE OAK BANCSHARES INC LOB 2023-09-29 22:15:03 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 21:45:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 21:15:03 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 20:45:05 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 20:15:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 19:45:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 19:15:03 UTC 0.0 0.0 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 18:45:03 UTC 0.0 0.0 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 18:15:03 UTC 0.0 0.0 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 17:45:03 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 17:15:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 16:45:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 16:15:03 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 15:45:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 15:15:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 14:45:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 14:15:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 13:45:03 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 13:15:04 UTC 4.7187 0.6013 3200000
    LIVE OAK BANCSHARES INC LOB 2023-09-29 12:45:05 UTC 4.7187 0.6013 3200000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    SCHWAB CAPITAL TRUST- Schwab Hedged Equity Fund LOB -1853.0 shares, $-111532.07 2021-07-31 N-PORT
    Trust for Professional Managers- Convergence Long/Short Equity Fund LOB -533.0 shares, $-47490.3 2021-11-30 N-PORT
    VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND LOB -27535.0 shares, $-724445.85 2023-06-30 N-PORT
    NORTHERN LIGHTS FUND TRUST II- Invenomic Fund LOB -19866.0 shares, $-752325.42 2023-07-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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