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Insider · CIK 0002006943

Walter J Phifer

cfoofficer

Files at LOB (Live Oak Bancshares, Inc.). First filing Mar 4, 2026, latest Mar 4, 2026.

In brief

Walter J Phifer files SEC Form 4 as CFO at LOB (Live Oak Bancshares, Inc.). Since Mar 4, 2026, Walter J Phifer has reported 0 open-market buys worth $0 and 1 open-market sell worth $172k, the latest filed on Mar 4, 2026.

A track record needs three past buys with six months of prices behind them; Walter J Phifer has 0, so none is measured yet.

The newest scored trade: sold $172k of LOB on Mar 2, 2026, filed Mar 4, 2026, scored 58 (moderate). In the last 12 months: 0 buys worth $0 and 1 sell worth $172k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 1
$0 bought, $172k sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

LOB: Live Oak Bancshares, Inc.

LOBOct 12, 2026 · close 34.80

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
58Moderate
LOBsell 3
Live Oak Bancshares, Inc.
$172k
4,712 shares
-32%+58% from low-12% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Mar 2, 2026 LOB
Live Oak Bancshares, Inc.
4,712
0.01% of outstanding
$172kMar 2, 2026none

Transactions

Every row this insider has filed, 36 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Aug 18, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+2,916--13,019Aug 19, 2026
Aug 18, 2026LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-1,296$42.60$55k11,723Aug 19, 2026
Aug 18, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-2,916$0.00$011,665Aug 19, 2026
Mar 2, 2026LOB
Live Oak Bancshares, Inc.
SOpen-market sale
Voting Common Stock
-4,712$36.58$172k10,103Mar 4, 2026
Feb 23, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+69--14,847Feb 25, 2026
Feb 23, 2026LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-32$38.30$1,22614,815Feb 25, 2026
Feb 23, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-69$0.00$00Feb 25, 2026
Feb 12, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+2,003--15,770Feb 17, 2026
Feb 12, 2026LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-992$40.22$40k14,778Feb 17, 2026
Feb 12, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-2,003$0.00$06,009Feb 17, 2026
Feb 10, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+1,852--14,724Feb 11, 2026
Feb 10, 2026LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-957$41.04$39k13,767Feb 11, 2026
Feb 9, 2026LOB
Live Oak Bancshares, Inc.
AGrant or award
Restricted Stock Unitsderivative
+9,580$0.00$09,580Feb 11, 2026
Feb 10, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-1,852$0.00$07,412Feb 11, 2026
Feb 6, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+6,160$13.59$84k12,872Feb 9, 2026
Feb 6, 2026LOB
Live Oak Bancshares, Inc.
MOption exercise
Employee Stock Option (right to buy)derivative
-6,160$0.00$00Feb 9, 2026
Dec 15, 2025LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+235--6,821Dec 17, 2025
Dec 15, 2025LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-109$35.31$3,8496,712Dec 17, 2025
Dec 15, 2025LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-235$0.00$0236Dec 17, 2025
Dec 9, 2025LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+1,572--7,315Dec 10, 2025
Dec 9, 2025LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-729$33.02$24k6,586Dec 10, 2025
Dec 9, 2025LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-1,572$0.00$03,144Dec 10, 2025
Aug 18, 2025LOB
Live Oak Bancshares, Inc.
AGrant or award
Restricted Stock Unitsderivative
+14,581$0.00$014,581Aug 20, 2025
Dec 16, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+235--4,710Dec 18, 2024
Dec 16, 2024LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-105$44.54$4,6774,605Dec 18, 2024
Dec 16, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-235$0.00$0471Dec 18, 2024
Dec 9, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+1,572--5,174Dec 11, 2024
Dec 9, 2024LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-699$45.30$32k4,475Dec 11, 2024
Dec 9, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-1,572$0.00$04,716Dec 11, 2024
Feb 23, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+68--3,636Feb 26, 2024
Feb 23, 2024LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-34$39.30$1,3363,602Feb 26, 2024
Feb 23, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-68$0.00$0138Feb 26, 2024
Feb 12, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Voting Common Stock
+195--3,665Feb 14, 2024
Feb 12, 2024LOB
Live Oak Bancshares, Inc.
FTax withholding
Voting Common Stock
-97$39.94$3,8743,568Feb 14, 2024
Feb 12, 2024LOB
Live Oak Bancshares, Inc.
MOption exercise
Restricted Stock Unitsderivative
-195$0.00$0195Feb 14, 2024
Feb 12, 2024LOB
Live Oak Bancshares, Inc.
AGrant or award
Restricted Stock Unitsderivative
+10,015$0.00$010,015Feb 14, 2024

Questions about Walter J Phifer

Answered from the filings on this page, as of the latest one.

Is Walter J Phifer buying or selling?

In the last 12 months Walter J Phifer reported 0 open-market buys worth $0 and 1 open-market sell worth $172k on SEC Form 4; the latest was sold $172k of LOB on Mar 2, 2026. Grants, option exercises and tax withholding are not counted.

How did Walter J Phifer's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Walter J Phifer has 0.

Where does Walter J Phifer file Form 4?

Walter J Phifer has filed Form 4 at LOB (Live Oak Bancshares, Inc.) as Chief Financial Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Walter J Phifer: insider trades and track record | InsiderTell