Monitor for any acceleration or change in insider selling pattern. This filing is routine and does not indicate credit deterioration for preferred holders, but continued common stock selling by a director warrants observation.
Price Chart
Executive Summary
James S. Mahan III, an officer and director of Live Oak Bancshares, filed a Form 144 to sell 10,000 common shares valued at approximately $365,500. This sale is part of a consistent pattern of insider selling over the past three months, with multiple similar transactions recorded. For preferred shareholders, this common stock sale is a routine disclosure and does not directly impact credit quality.
Key Facts
- James S. Mahan III, Officer and Director, proposes to sell 10,000 common shares.
- Estimated market value of the proposed sale: $365,500.
- Filing date: May 21, 2026; the sale is to be executed through Fidelity Brokerage Services LLC.
- Mahan has engaged in consistent selling of 10,000-share blocks in the past three months (Feb, Mar, May 2026).
Financial Impact
Proposed sale of 10,000 common shares (~$365,500).
Risk Factors
- Insider selling could signal management's view on the company's prospects, though the pattern appears systematic and not opportunistic.
- No direct risk to preferred dividends or credit from this routine filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001959173-26-003842 |
| Document: 0001959173-26-003842-index.html | 0001959173-26-003842 |
| Document: 0001959173-26-003842.txt | 0001959173-26-003842 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $34.68 | awaiting T+20 | — | $34.74 (+0.17%) |
Oct 21, 2026 6d ago | 8-K | $35.71 | awaiting T+20 | — | $34.74 (+2.72%) |
Oct 21, 2026 6d ago | Press Release | $35.71 | awaiting T+20 | — | $34.74 (+2.72%) |
Oct 20, 2026 7d ago | 8-K | $35.35 | awaiting T+20 | — | $34.74 (−1.73%) |
Sep 11, 2026 6w ago | Insider Cluster | $39.40 $34.80 | ▼ −11.68% | ▼ −13.94% | $34.74 (−11.83%) |
Sep 8, 2026 7w ago | Insider Cluster | $38.90 $34.26 | ▼ −11.93% | ▼ −13.87% | $34.74 (−10.69%) |
Sep 3, 2026 7w ago | 144 | $39.56 $36.68 | ▼ −7.28% | ▼ −6.09% | $34.74 (−12.18%) |
Sep 2, 2026 7w ago | 144 | $39.51 $36.39 | ▼ −7.90% | ▼ −7.74% | $34.74 (−12.07%) |
Aug 20, 2026 9w ago | 144 | $40.73 $38.25 | ▲ +6.09% | ▲ +6.09% | $34.74 (+14.71%) |
Aug 19, 2026 9w ago | 144 | $40.89 $38.25 | ▼ −6.46% | ▼ −4.50% | $34.74 (−15.04%) |
US Market Status
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