James S Iii Mahan

CEO James S Iii Mahan sells 20,000 shares at avg $38.46 via 10b5-1 plan; retains 2,847,844 shares post-sale.

James S Iii Mahan executed 3 separate sales totaling 20,000 shares for $769,172.88 on 2026-06-10 and 2026-06-11 at prices ranging from $38.19 to $39.20, with a blended average price of $38.46. The transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-08-27, indicating this was a scheduled sale rather than a discretionary decision. Post-transaction, Mahan retains 2,847,844 shares, representing a 0.7% reduction in his holdings. The sale occurred when LOB stock was trading 9.0% below its 52-week high of $42.89, though it was up 21.0% over the prior 90 days and up 9.2% over the prior 30 days. His cross-ticker track record shows an average 90-day return of -3.6% following prior sells across all tickers, while his 5 prior trades at LOB specifically show mixed outcomes: two sold in early March with subsequent 90-day gains of +15.6% and +14.5%, while two recent May sales in the past two weeks yielded negligible 90-day returns of +0.9% and -0.2%. The scheduled nature of this trade precludes timing-based interpretation; the transaction simply represents ongoing liquidity management through a pre-established plan.

CEO James S. Mahan III sells 20,000 shares for $737,302.89 via pre-arranged 10b5-1 plan

James S. Mahan III, CEO of Live Oak Bancshares, executed four separate sales totaling 20,000 shares for $737,302.89 on June 3–4, 2026, at prices ranging from $36.42 to $37.65. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-08-27, meaning the sales were scheduled rather than discretionary. Post-transaction holdings stand at 2,867,844 shares, representing a -0.7% reduction from pre-transaction levels. The stock currently trades at $37.41, near the transaction prices, and the company reports strong fundamentals with a P/E of 13.70 and net income of $30,040,000.00. Since the sales were scheduled under a 10b5-1 plan, they reflect pre-planned portfolio management rather than current-period market timing or sentiment.

CEO James S Iii Mahan sold 20,000 shares of LOB for $748,994.00 under pre-arranged 10b5-1 plan

James S Iii Mahan, CEO of Live Oak Bancshares, executed 2 separate sales totaling 20,000 shares for $748,994.00 on 2026-05-27 and 2026-05-28 at prices of $37.65 and $37.25 respectively. This transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-08-27, meaning it was scheduled and non-discretionary. Post-transaction, Mahan retains 2,887,844 shares, representing a -0.7% reduction from his prior holdings of 2,907,844 shares. The stock currently trades at $38.03, positioned -11.3% below its 52-week high of $42.89, while the company carries a P/E of 13.93 and market capitalization of $1,759,358,729.73.

CEO James S. Mahan III sold 20,000 shares (20.0K shares) for $653,321.00 on 2026-03-11 & 2026-03-12 at $32.83 and $32.50.

James S. Mahan III, CEO of Live Oak Bancshares (LOB), executed 2 separate sales totaling 20,000 shares for $653,321.00 over two consecutive trading days at blended average price $32.67, reducing his holdings by -0.7% to 2,947,844 shares. The stock has declined -21.0% over the 30-day period and is -22.8% from its 52-week high of $41.75, trading at $32.25 as of the filing date. His cross-ticker track record shows 20 prior sells with a 90-day well-timed rate of 0.00%, indicating historically poor sell timing across holdings. At Live Oak specifically, his 5 prior trades (all sells across 2026-02 and 2026-03) have outcomes not yet measurable, establishing no timing pattern at this ticker to date. The company fundamentals show a P/E of 15.21 and market cap of $1,490,582,229.00.

CEO James Mahan III sold 20,000 shares at blended $36.06, stock now at $33.55 (-19.6% from 52-week high)

CEO James S Mahan III executed 3 separate sales totaling 20,000 shares for $721,194.61 on March 4–5, 2026, at prices ranging from $35.37 to $36.69. The stock has since declined 19.5% in the 30 days following the sale window and now trades at $33.55, roughly 8% below the blended sale price of $36.06. His remaining holdings of 2,967,844 shares represent a 0.7% reduction in position. Across his cross-ticker track record of 17 prior sales, his timing has been inconsistent: the average 90-day return after sales was +21.5%, indicating he typically sold before the stock rose—poorly-timed exits overall. At LOB specifically, he has conducted 5 prior sales in late February 2026, though outcomes are not yet measurable. The current 30-day price action (down 19.5%) aligns more favorably with sale timing, but this is too recent to establish a pattern shift.

CEO Mahan sells 20,000 shares (20.0K) at avg $39.35 over two days; stock now at $36.27, -13.1% from 52-wk high

James S Mahan III, CEO of Live Oak Bancshares, executed 4 separate sales totaling 20,000 shares for $786,998.83 across February 25–26, 2026, at an average price of $39.35. The filing occurs within a period of heightened insider activity at this ticker—5 prior trades at LOB occurred within the prior 13 days (Feb 12, 18, 19)—suggesting a sustained sell program rather than an isolated transaction. The current stock price of $36.27 reflects a 7.8% decline from the blended sale price, placing the stock at -13.1% from its 52-week high of $41.75. While the CEO retains substantial holdings of 2,987,844 shares post-transaction, the rapid succession of recent dispositions warrants attention to whether they reflect scheduled execution or discretionary timing decisions. Historical cross-ticker data shows the insider's 13 prior open-market sales averaged a 90-day return of +21.5% (poorly timed outcomes), but at this specific ticker, prior trade measurements are not yet conclusive.

LOB CEO James S Mahan III sold 20,000 shares across 3 transactions (Feb 18–19) at blended $40.18, retaining 3,007,844 shares post-transaction

On 2026-02-18 and 2026-02-19, James S Mahan III, Chief Executive Officer of Live Oak Bancshares, Inc., executed 3 separate sales totaling 20,000 shares for $803,597.59 at a blended average price of $40.18. This represents a -0.7% reduction from his pre-transaction holdings of 3,027,844 shares. The current stock price of $40.88 stands -2.1% from the 52-week high of $41.75, and the stock has appreciated +33.2% over the past 90 days and +4.8% over the past 30 days. While his cross-ticker track record shows 10 prior sells with an average 30-day return of +9.7%, his 5 prior trades at Live Oak over the past two weeks have not yet accumulated measurable 30- or 90-day outcomes. The modest share reduction and continued substantial post-sale retention suggest routine portfolio activity rather than conviction-driven positioning.

CEO James S Mahan III sells 20,000 LOB shares in 4 transactions totaling $809,760.23; retains 3.03M post-transaction.

CEO James S Mahan III executed 4 separate sales on 2026-02-11 and 2026-02-12, totaling 20,000 shares for $809,760.23 at a blended average price of $40.49. The sales represent a -0.7% reduction of his 3.05M pre-transaction holding, leaving him with 3,027,844 shares post-transaction. Stock price has advanced +12.2% over the trailing 30 days and +30.1% over 90 days, trading at $40.54 current price (2.9% below the 52-week high of $41.75). Context: Mahan conducted multiple sales at the same ticker within the prior week (2026-02-04 and 2026-02-05), suggesting a pattern of smaller, distributed liquidations rather than a single concentrated exit. His prior sales at Live Oak Bancshares lack measurable 90-day outcomes to assess timing precision at this ticker. At the company level, Live Oak trades at a P/E of 26.67 with $1.9B market cap and $26.5M net income.

CEO Mahan sells 20,000 shares across 4 transactions for $821,072.72 at avg $41.05, retains 3.05M shares.

James S Mahan III, CEO of Live Oak Bancshares, executed 4 separate sales totaling 20,000 shares for $821,072.72 on February 4–5, 2026, at prices ranging from $40.13 to $42.44 with a blended average of $41.05. The sales represent a 0.7% reduction from his pre-transaction holdings of 3.07M shares, leaving him with 3.05M shares post-transaction. The stock's 52-week price range of $23.17–$41.69 shows the sales occurred near the high end of the annual range at -2.1% from the 52-week peak, while the stock has appreciated 14.5% over 30 days and 25.2% over 90 days. Across his prior two same-ticker sales at LOB (November 26 and 28, 2025), both generated positive 30-day returns (+9.4% and +9.9% respectively), and his cross-ticker track record shows 2 prior sells with an average 30-day return of +9.7%, indicating the stock has historically continued upward after his sales. The modest scale of the reduction and the substantial retained position suggest this was a selective liquidation rather than a major exit of conviction.

CEO James Mahan III sells 20,000 shares at $32.11 average; retains 3.13M shares with stock down 32.9% from 52-week high.

James S III, Chief Executive Officer of Live Oak Bancshares, conducted two separate sales totaling 20,000 shares for $642,157.00 on consecutive trading days (10,000 shares at $32.17 on 2025-11-26 and 10,000 shares at $32.04 on 2025-11-28). This represents a 0.6% reduction relative to his pre-transaction holdings of 3.15M shares, leaving him with 3.13M shares post-transaction. The context of this sale includes significant recent price weakness: the current price of $32.52 sits 32.9% below the 52-week high of $48.49, though the stock has recovered 4.4% over the past 30 days and 90-day performance is negative at -13.5%. The company's fundamentals show a net income of $26.5M and a P/E ratio of 21.39. This modest percentage reduction in the CEO's stake, executed during a period of depressed valuation relative to recent highs, occurs without evidence of broader insider alignment on the direction of trades.