$LOB

MAHAN JAMES S III sold $370K of LOB (indirect holdings)

MAHAN JAMES S III (Chief Executive Officer) sold 9,921 indirectly-held shares of Live Oak Bancshares, Inc. (LOB) at $37.26 ($0.37M total) on 2026-06-04 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · MAHAN JAMES S III
Published Jun 5, 2026, 9:09 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 5, 2026, 9:14 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefInsider activity
Primary signal
$LOB
Neutral
medium confidence
Mentioned
$LOB
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$LOBNeutralLow
01

Why it matters

The disclosure provides a concrete datapoint on insider behavior, but the pre-arranged 10b5-1 plan suggests the timing was planned in advance rather than driven by new information.

02

Market read

Routine 10b5-1 insider selling; potential minor sentiment/flow effect, low fundamental signal.

03

What to watch

Even with 10b5-1, the size relative to holdings and whether multiple insiders are selling can matter for short-term positioning; check for other concurrent Form 4s.

Relevance 6/10Novelty 6/10Timing: Filed after-hours/late day; reflects sale executed 2026-06-04.

Background

SEC Form 4 insider transaction: CEO/10% owner MAHAN JAMES S III sold 9,921 shares at $37.2601 on 2026-06-04; holdings after sale were 2,867,923 shares.

Company-level read

Ticker impact

$LOBNeutralMedium confidence
Context

Live Oak Bancshares CEO/10% owner MAHAN JAMES S III sold $369,657 of LOB shares under a pre-arranged 10b5-1 plan on 2026-06-04.

Expected impact

Likely limited immediate impact; any reaction is more sentiment/flow-driven than fundamental.

Evidence & confidence

The filing is an open-market sale by an insider, but the presence of a pre-arranged 10b5-1 plan reduces the probability the sale reflects new negative information.

Market effects

Minimal; this is company-specific insider activity rather than a sector/regulatory catalyst.

Minimal; no information suggesting broader banking/credit stress.

Minimal; no cross-border or macro linkage stated.

Counterpoint

Because the sale is explicitly under a pre-arranged 10b5-1 plan, the market may overreact; traders could treat it as routine and focus on upcoming earnings/credit metrics instead.

Key entities

  • Live Oak Bancshares, Inc.

    Company whose shares were sold by its CEO/10% owner under a 10b5-1 plan.

  • MAHAN JAMES S III

    CEO, officer/director, and 10% owner who executed the open-market sale.

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Live Oak Bancshares (NYSE:LOB) reported Q2 CY2026 revenue of $156.1 million, up 8.7% year over year and 0.6% above Wall Street estimates, according to the company. GAAP EPS was $0.74, 18.1% above consensus. The article also cites net interest income as the main revenue source and notes LOB shares were about $41.01 after results.

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Live Oak Bancshares, Inc. (LOB): Results of Operations and Financial Condition

Live Oak Bancshares, Inc. (LOB) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 lob-20260722exx991.htm EX-99.1 Document Exhibit 99.1 Live Oak Bancshares, Inc. Reports Second Quarter 2026 Results WILMINGTON, NC, July 22, 2026 - Live Oak Bancshares, Inc. (NYSE: LOB) (“Live Oak” or “the Company”) today reported second quarter of 2026 net income attrib