LOB · Insider trading · 13F holders · Congress trades
Live Oak Bancshares, Inc. (LOB)
Who is buying and selling LOB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $5.1M
- Congress trades, 12 months
- 0
LOB at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 6 LOB insiders filed 13 sales worth $5.1M on SEC Form 4, and no open-market purchases; 10 of the sales were pre-planned under Rule 10b5-1.
- 4 13F filers hold LOB among their 50 largest positions, worth $46.8M combined. The biggest bets by portfolio weight are Southernsun Asset Management, LLC (5.1%), Pathfinder Wealth Consulting, Inc. (1.7%) and Trust Co of the South (0.8%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
- No member of Congress has disclosed a trade in LOB.
- LOB last closed at $35.07 on Oct 29, 2026.
LOB insider trading
Between Aug 1, 2026 and Oct 29, 2026, 6 LOB insiders filed 13 sales worth $5.1M on SEC Form 4, and no open-market purchases; 10 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Seward Gregory W | General Counsel | Sale10b5-1 | 5,000 | $35.31 | $177K | SEC |
| Sep 11, 2026 | Mahan James S III | Chief Executive Officer, Director, 10% Owner | Sale10b5-1 | 20,000 | $38.69 | $774K | SEC |
| Sep 8, 2026 | Mahan James S III | Chief Executive Officer, Director, 10% Owner | Sale10b5-1 | 10,000 | $39.75 | $397K | SEC |
| Sep 8, 2026 | Williams William L. III | Director | Sale10b5-1 | 6,590 | $40.09 | $264K | SEC |
| Sep 8, 2026 | Bradford Tonya Williams | Director | Sale | 1,600 | $39.89 | $64K | SEC |
| Sep 3, 2026 | Mahan James S III | Chief Executive Officer, Director, 10% Owner | Sale10b5-1 | 10,000 | $39.54 | $395K | SEC |
| Sep 3, 2026 | Williams William L. III | Director | Sale10b5-1 | 1,810 | $40.00 | $72K | SEC |
| Aug 28, 2026 | Mahan James S III | Chief Executive Officer, Director, 10% Owner | Sale10b5-1 | 20,000 | $39.82 | $796K | SEC |
| Aug 21, 2026 | Mahan James S III | Chief Executive Officer, Director, 10% Owner | Sale10b5-1 | 20,000 | $40.88 | $818K | SEC |
| Aug 14, 2026 | Mahan James S III | Chief Executive Officer, Director, 10% Owner | Sale10b5-1 | 20,000 | $42.92 | $858K | SEC |
| Aug 5, 2026 | Williams William L. III | Director | Sale10b5-1 | 8,400 | $43.08 | $362K | SEC |
| Aug 5, 2026 | Lucht David G | Director | Sale | 2,000 | $44.36 | $89K | SEC |
| Aug 5, 2026 | Spencer Courtney | Chief Experience Officer | Sale | 153.796 | $43.68 | $7K | SEC |
Who owns LOB? Hedge funds and superinvestors
4 13F filers hold LOB among their 50 largest positions, worth $46.8M combined. The biggest bets by portfolio weight are Southernsun Asset Management, LLC (5.1%), Pathfinder Wealth Consulting, Inc. (1.7%) and Trust Co of the South (0.8%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Southernsun Asset Management, LLCMutual fund manager | 5.1% | $38.2M | 934,751 | -9.6% shares | Q2 2026 |
| Trust Co of the SouthBank & trust | 0.8% | $6.1M | 167,500 | +0.0% shares | Q3 2026 |
| Pathfinder Wealth Consulting, Inc.Wealth manager | 1.7% | $2.6M | 78,483 | -5.8% shares | Q1 2026 |
| JCSD Capital, LLCHedge fund | 0.0% | $3K | 87 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 1, Q1 2026: 1). Screen LOB in the grand portfolio →
LOB stock trades by members of Congress
No member of Congress has disclosed a trade in LOB.
LOB questions and answers
Are insiders buying LOB stock?
Between Aug 1, 2026 and Oct 29, 2026, 6 LOB insiders filed 13 sales worth $5.1M on SEC Form 4, and no open-market purchases; 10 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own LOB?
4 13F filers hold LOB among their 50 largest positions, worth $46.8M combined. The biggest bets by portfolio weight are Southernsun Asset Management, LLC (5.1%), Pathfinder Wealth Consulting, Inc. (1.7%) and Trust Co of the South (0.8%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
Has Congress traded LOB?
No member of Congress has disclosed a trade in LOB.
Who is the largest holder of LOB?
Among 13F filers, Southernsun Asset Management, LLC reports the largest LOB position, $38.2M (934,751 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Southernsun Asset Management, LLC's: 5.1% of its portfolio.
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