| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Executive Officer
1 company
James S Mahan III is Chief Executive Officer at LOB. James S Mahan III's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $98.9M at current prices.
Our model assigns James S Mahan III a middling insider score of 53/100, based on 30 past trades. On a 3-month view, 40.0% of the rated trades came out ahead, averaging -3.1% over three months.
Net of sales, the LOB filings show accumulation of 446,397 shares.
James S Mahan III has 40 Form 4 filings on record from November 2017 to September 2026, all as Chief Executive Officer at Live Oak Bancshares (LOB), 2017–2026.
The 88 reported transactions were 57 open-market sales, 20 open-market purchases and 11 gifts.
Counted by filing, the open-market trades come to 9 purchases worth about $19.1M and 26 sales worth about $15.1M.
The largest open-market purchase was 334,454 shares of LOB at an average $16.08 on December 12, 2018, about $5.4M.
The largest open-market sale was 20,000 shares of LOB at an average $42.92 on August 13, 2026, about $858K.
All 26 sales since April 2023 were made under a Rule 10b5-1 trading plan, set up in advance.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 10, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $38.69 | $773,797.00 | -0.7% | - | - | |
| Sep 3, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 10,000 | $39.75 | $397,466.00 | -0.4% | - | - | |
| Sep 2, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 10,000 | $39.54 | $395,411.42 | -0.4% | - | - | |
| Aug 27, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $39.82 | $796,468.00 | -0.7% | - | - | |
| Aug 20, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $40.88 | $817,599.76 | -0.7% | - | - | |
| Aug 13, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $42.92 | $858,448.00 | -0.7% | - | - | |
| Jun 11, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $38.46 | $769,172.88 | -0.7% | +0.6% | - | |
| Jun 4, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $36.87 | $737,302.89 | -0.7% | +5.1% | - | |
| May 28, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 20,000 | $37.45 | $748,994.00 | -0.7% | +6.3% | - | |
| May 21, 2026 | LOB Live Oak Bancshares, Inc. | Chief Executive Officer | Sell10b5-1 | 10,000 | $37.09 | $370,915.68 | -0.3% | +9.3% | - |