8-K ·Filed Jun 18, 2026
8-K context-dependent: Items 5.02
Actionable Insight • Neutral
This is a standard officer transition with no immediate market implications. Monitor for the appointment of a permanent CAO, but no trading catalyst is expected.
Final — all horizons settled through T+60d
LOB ▲ +1.37% at T+60d
NEUTRAL call +1.37% · α vs SPY -0.37% · entry $38.59 → $39.12
T+1d
+3.34%
call +3.34% · α +4.79%
$39.88
settled 4mo ago
T+5d
+7.28%
call +7.28% · α +9.35%
$41.40
settled 4mo ago
T+20d
+10.08%
call +10.08% · α +10.23%
$42.48
settled 3mo ago
T+60d
+1.37%
call +1.37% · α -0.37%
$39.12
settled 6w ago
Price Chart
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Executive Summary
Live Oak Bancshares disclosed the departure of Chief Accounting Officer J. Wesley Sutherland, effective June 16, 2026, with CFO Walter J. Phifer assuming the role of Principal Accounting Officer on an interim basis while an external search is conducted. This is a routine officer transition with no material financial impact.
Key Facts
- Chief Accounting Officer J. Wesley Sutherland departed effective June 16, 2026.
- CFO Walter J. Phifer appointed as interim Principal Accounting Officer.
- External search for a permanent successor is underway.
- Sutherland will remain as Senior Advisor until retirement on or about September 30, 2026.
Financial Impact
No financial impact detailed in the filing.
Market Snapshot
Exchange
NYSE
Sector
State Commercial Banks
Analyst Consensus
56% bullish (9 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001462120-26-000047 |
| Document: 0001462120-26-000047-index-headers.html | 0001462120-26-000047 |
| Document: 0001462120-26-000047-index.html | 0001462120-26-000047 |
| Document: 0001462120-26-000047.txt | 0001462120-26-000047 |
33 reports for LOB
80% Hit rate @ T+20 Went positive at some point 6 of 7 best @ T+20▲ +11.76%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $34.68 | awaiting T+20 | — | $34.72 (+0.12%) |
Oct 21, 2026 5d ago | 8-K | $35.71 | awaiting T+20 | — | $34.72 (+2.77%) |
Oct 21, 2026 5d ago | Press Release | $35.71 | awaiting T+20 | — | $34.72 (+2.77%) |
Oct 20, 2026 6d ago | 8-K | $35.35 | awaiting T+20 | — | $34.72 (−1.78%) |
Sep 11, 2026 6w ago | Insider Cluster | $39.40 $34.80 | ▼ −11.68% | ▼ −13.94% | $34.72 (−11.88%) |
Sep 8, 2026 6w ago | Insider Cluster | $38.90 $34.26 | ▼ −11.93% | ▼ −13.87% | $34.72 (−10.75%) |
Sep 3, 2026 7w ago | 144 | $39.56 $36.68 | ▼ −7.28% | ▼ −6.09% | $34.72 (−12.23%) |
Sep 2, 2026 7w ago | 144 | $39.51 $36.39 | ▼ −7.90% | ▼ −7.74% | $34.72 (−12.12%) |
Aug 20, 2026 9w ago | 144 | $40.73 $38.25 | ▲ +6.09% | ▲ +6.09% | $34.72 (+14.76%) |
Aug 19, 2026 9w ago | 144 | $40.89 $38.25 | ▼ −6.46% | ▼ −4.50% | $34.72 (−15.09%) |
Showing 10 of 33
US Market Status
Market Closed — Opens Wed (17h 18m)
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