Live Oak Bancshares Inc (LOB)

Sector:
FINANCE
Industry:
BANKS
SIC:
STATE COMMERCIAL BANKS
CEO:
Chip Mahan
Employees:
493
1741 TIBURON DRIVE, WILMINGTON, NC 28403
910-790-5867

Live Oak Bancshares, Inc. operates as a bank holding company for Live Oak Banking Co. It provides business loans to independent business people in niche industries. The company is focused on lending to small businesses and professionals in the veterinary practices, healthcare services, independent pharmacies, death care management, investment advisors, family entertainment centers and poultry agriculture regions. Live Oak Bancshares was founded by James S. Mahan III in December 2008 and is headquartered in Wilmington, NC.

Data derived from most recent annual or quarterly report
Market Cap 2.77 Billion Shares Outstanding42.798 Million Avg 30-day Volume 315.832 Thousand
P/E Ratio0.0 Dividend Yield0.636 EPS0.78
Price to Revenue0.0 Debt to Equity7.8421 EBITDA39.141 Million
Price to Book Value0.0 Operating Margin14.9708 Enterprise Value0
Current Ratio0.743 EPS Growth-0.645 Quick Ratio0.743
1 Yr BETA 1.8013 52-week High/Low 99.86 / 38.43 Profit Margin8.5125
Operating Cash Flow Growth-7987.2577 Altman Z-Score0.0 Free Cash Flow to Firm -932.878 Million
View SEC Filings from LOB instead.

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Funds Holding LOB (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding LOB BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

50 Thousand total shares from 7 transactions

Exercise Derivative Conversion (M)

32.7 Thousand total shares from 5 transactions

Current/Former Insiders

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

UNDERWOOD NEIL LAWRENCE PRESIDENT

  • Officer
  • Director
1,538,132 2021-12-15 8

CAMERON WILLIAM HENDERSON

  • Director
188,893 2021-12-14 3

SEWARD GREGORY W GENERAL COUNSEL

  • Officer
206,161 2021-12-13 7

SUTHERLAND JOHN W. CHIEF ACCOUNTING OFFICER

  • Officer
83,962 2021-12-01 7

BRADFORD TONYA WILLIAMS

  • Director
1,229 2021-11-16 2

SMITS STEVE CHIEF CREDIT OFFICER

  • Officer
383,450 2021-11-10 7

LUCHT DAVID G

  • Director
15,775 2021-11-05 4

GLOSSMAN DIANE BETH

  • Director
62,981 2021-11-04 3

JANSON SUSAN N CHIEF RISK OFF., LIVE OAK BANK

  • Officer
38,612 2021-11-01 5

WILLIAMS WILLIAM L. III VICE CHAIRMAN & EVP

  • Officer
  • Director
1,327,661 2021-10-20 1

LOSCH WILLIAM C III CHIEF FINANCIAL OFFICER

  • Officer
213,500 2021-09-08 2

DERRAIK RENATO CHIEF INFO./DIGITAL OFF., BANK

  • Officer
125,000 2021-08-10 2

HOFFSIS GLEN F.

  • Director
126,571 2021-05-24 5

PETTY MILTOM EMMETT

  • Director
129,891 2021-05-11 2

CAINES S. BRETT CHIEF FINANCIAL OFFICER

  • Officer
335,415 2021-04-06 4

GARRIOTT HUNTLEY PRESIDENT, LIVE OAK BANK

  • Officer
900,851 2021-04-06 5

LANDIS H K

  • Director
198,300 2020-11-05 0

MAHAN JAMES S III CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
  • 10% Owner
6,646,875 2020-10-29 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
7,824 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
20,000 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

UNDERWOOD NEIL LAWRENCE - Director - Officer PRESIDENT by neil l. underwood revocable trust

2021-12-17 17:52:52 -0500 2021-12-15 S 21,116 $85.12 d 1,383,046 indirect 4.042 16.5092 16.5092 6 0.0 1

CAMERON WILLIAM HENDERSON - Director by william h. cameron revocable trust

2021-12-20 17:21:38 -0500 2021-12-14 G 2,497 a 157,194 indirect 2.3713 11.4026 11.9828 5 0.0 1

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-15 17:26:05 -0500 2021-12-14 M 500 $14.55 a 80,076 direct -6.3167 0.2757 0.2757 6 -8.6659 3

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-15 17:26:05 -0500 2021-12-14 M 500 d 16,500 direct

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-15 17:26:05 -0500 2021-12-13 M 8,000 d 17,000 direct

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-15 17:26:05 -0500 2021-12-13 F 1,379 $84.40 d 79,576 direct -6.3167 0.2757 0.2757 6 -8.6659 3

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-15 17:26:05 -0500 2021-12-13 M 8,000 $14.55 a 80,955 direct -6.3167 0.2757 0.2757 6 -8.6659 3

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-03 17:02:46 -0500 2021-12-03 G 225 d 72,955 direct 1.39 0.2733 -13.3777 8.1502 23 -13.3777 31

SUTHERLAND JOHN W. - Officer CHIEF ACCOUNTING OFFICER

2021-12-03 17:03:43 -0500 2021-12-01 M 9,000 $17.00 a 78,232 direct 1.39 0.2733 -13.3777 8.1502 23 -13.3777 31

UNDERWOOD NEIL LAWRENCE - Director - Officer PRESIDENT by neil l. underwood revocable trust

2021-12-03 17:04:22 -0500 2021-12-01 S 3,133 $91.64 d 1,404,162 indirect 1.39 0.2733 -13.3777 8.1502 23 -13.3777 31

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-03 17:02:46 -0500 2021-12-01 S 5,000 $91.50 d 73,180 direct 1.39 0.2733 -13.3777 8.1502 23 -13.3777 31

SUTHERLAND JOHN W. - Officer CHIEF ACCOUNTING OFFICER

2021-12-03 17:03:43 -0500 2021-12-01 M 10,200 $10.63 a 69,232 direct 1.39 0.2733 -13.3777 8.1502 23 -13.3777 31

SUTHERLAND JOHN W. - Officer CHIEF ACCOUNTING OFFICER

2021-12-03 17:03:43 -0500 2021-12-01 M 9,000 d 3,000 direct

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-03 17:02:46 -0500 2021-12-01 M 5,000 $14.55 a 78,180 direct 1.39 0.2733 -13.3777 8.1502 23 -13.3777 31

SEWARD GREGORY W - Officer GENERAL COUNSEL

2021-12-03 17:02:46 -0500 2021-12-01 M 5,000 d 25,000 direct

SUTHERLAND JOHN W. - Officer CHIEF ACCOUNTING OFFICER

2021-12-03 17:03:43 -0500 2021-12-01 M 10,200 d 0 direct

UNDERWOOD NEIL LAWRENCE - Director - Officer PRESIDENT by neil l. underwood revocable trust

2021-12-01 18:44:39 -0500 2021-11-29 S 4,004 $93.27 d 1,407,295 indirect -5.7427 -2.5117 -7.7178 3.9274 25 -13.0038 13

UNDERWOOD NEIL LAWRENCE - Director - Officer PRESIDENT by neil l. underwood revocable trust

2021-12-01 18:44:39 -0500 2021-11-29 S 10,996 $92.65 d 1,411,299 indirect -5.7427 -2.5117 -7.7178 3.9274 25 -13.0038 13

SUTHERLAND JOHN W. - Officer CHIEF ACCOUNTING OFFICER

2021-11-30 17:47:30 -0500 2021-11-26 S 5,686 $90.66 d 59,058 direct 2.4205 2.2451 -1.3213 6.4429 26 -10.898 14

SUTHERLAND JOHN W. - Officer CHIEF ACCOUNTING OFFICER

2021-11-30 17:47:30 -0500 2021-11-26 S 26 $91.40 d 59,032 direct 2.4205 2.2451 -1.3213 6.4429 26 -10.898 14

* -

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 2022-01-25 19:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 19:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 18:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 18:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 17:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 17:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 16:45:04 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 16:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 15:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 15:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 14:45:04 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 14:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 13:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 13:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-25 12:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-24 22:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-24 21:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-24 21:15:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-24 20:45:03 UTC -0.18 0.25 1400000
LIVE OAK BANCSHARES INC LOB 2022-01-24 20:15:04 UTC -0.18 0.25 1400000

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

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