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sellModerate cluster of 310b5-1 plan

James S Mahan III sold $787k of LOB

Chief Executive Officer at Live Oak Bancshares, Inc.. 20,000 shares at an average of $39.35, traded Feb 25, 2026, filed Feb 27, 2026.

Warning score
42
Value
$787k
20,000 shares
Holdings after
2,987,844
-1% from before
From 52-week low
+72%
low $23.05, close $39.69
From 52-week high
-5%
high $41.65, as of Feb 25, 2026

Score components

  • Role
    CEO
    +25
  • Trade size
    $787k at market
    +22
  • Share of holdings sold
    Sold 0.7% of holdings
    0
  • Cluster
    3 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -11.5%, 3m +4.9%, 6m +10.8%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

LOBOct 12, 2026 · close 34.80
Since filing Feb 27, 2026: -3.8%SPY +14.3% · excess -18.1%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001036743-26-000009, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 25, 2026SOpen-market sale
Voting Common Stockindirect: By James S. Mahan Revocable Trust10b5-1
-7,463$39.21$293k3,000,381Feb 27, 2026
Feb 25, 2026SOpen-market sale
Voting Common Stockindirect: By James S. Mahan Revocable Trust10b5-1
-2,537$39.65$101k2,997,844Feb 27, 2026
Feb 26, 2026SOpen-market sale
Voting Common Stockindirect: By James S. Mahan Revocable Trust10b5-1
-8,754$39.29$344k2,989,090Feb 27, 2026
Feb 26, 2026SOpen-market sale
Voting Common Stockindirect: By James S. Mahan Revocable Trust10b5-1
-1,246$40.00$50k2,987,844Feb 27, 2026

Related signals

Other insiders at Live Oak Bancshares, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
42Moderate
LOBsell 310b5-1
Live Oak Bancshares, Inc.
James S Mahan III
Chief Executive Officer
$774k
20,000 shares
-1%
43Moderate
LOBsell 3
Live Oak Bancshares, Inc.
Tonya Williams Bradford
director
$64k
1,600 shares
-17%
36Weak
LOBsell 310b5-1
Live Oak Bancshares, Inc.
James S Mahan III
Chief Executive Officer
$397k
10,000 shares
-0%
23Weak
LOBsell 310b5-1
Live Oak Bancshares, Inc.
William L. Williams III
director
$264k
6,590 shares
-1%
36Weak
LOBsell 310b5-1
Live Oak Bancshares, Inc.
James S Mahan III
Chief Executive Officer
$395k
10,000 shares
-0%
18Weak
LOBsell 310b5-1
Live Oak Bancshares, Inc.
William L. Williams III
director
$72k
1,810 shares
-0%
42Moderate
LOBsell 310b5-1
Live Oak Bancshares, Inc.
James S Mahan III
Chief Executive Officer
$796k
20,000 shares
-1%
35Weak
LOBsell 210b5-1
Live Oak Bancshares, Inc.
James S Mahan III
Chief Executive Officer
$818k
20,000 shares
-1%
43Moderate
LOBsell 410b5-1
Live Oak Bancshares, Inc.
James S Mahan III
Chief Executive Officer
$858k
20,000 shares
-1%
44Moderate
LOBsell 5
Live Oak Bancshares, Inc.
David G Lucht
director
$89k
2,000 shares
-13%

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.

James S Mahan III sold $787k of LOB | InsiderTell