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CEO Adopts New 10b5-1 Plan to Sell Up to 400,000 Shares Over 12 Months

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Bank Stocks · Financial
Sentiment info
Negative
Importance info
7
Price
$40.13
Mkt Cap
$1.857B
52W Low
$29.36
52W High
$44.53
52W Position info
37% above low
Off High info
9.9% below high
Rel. Volume info
0.7× avg
Market data snapshot near publication time

LOB sits 37% above its 52-week low of $29.36.

Summary

Live Oak Bancshares CEO James Mahan adopted a new Rule 10b5-1 plan to sell up to 400,000 shares from November 2026 through November 2027, adding a significant forward overhang to an ongoing insider selling pattern.


Key Events · Ownership and Investor Activity · LOB

  • New 10b5-1 Plan for 400,000 Shares

    CEO James S. Mahan III adopted a prearranged trading plan on August 28, 2026, authorizing sale of up to 400,000 shares from November 2026 through November 2027.

  • Potential Proceeds of ~$16M

    At the current price of $40.13, 400,000 shares represent approximately $16 million in potential future selling pressure.

  • Extends Insider Distribution Trend

    Follows four Form 144 filings in June 2026 and a Chief Banking Officer sale in July 2026, with net insider selling of $4.8M over the past 90 days.

  • Sales Begin November 2026

    The plan permits sales starting in November 2026 and running through November 2027, with each transaction to be disclosed via Form 4.


Analysis · LOB · Finance

Chairman and CEO James S. Mahan III has adopted a new prearranged trading plan authorizing the sale of up to 400,000 shares of Live Oak Bancshares common stock between November 2026 and November 2027. At the current price of $40.13, that represents roughly $16 million in potential future selling pressure. This is a separate, forward-looking authorization from the $796K sale disclosed in a concurrent filing, and it extends an already notable insider distribution trend — four Form 144 filings in June 2026 and a Chief Banking Officer sale in July 2026. The plan is framed as part of personal long-term financial and tax planning, and sales will be disclosed via Form 4 filings as they occur.

How filings like this one have moved

In the 30 days to Sep 14, 2026, 29.9% of the 1591 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, LOB was trading at $40.13 on NYSE in the Finance sector, with a market capitalization of approximately $1.9B. The 52-week trading range was $29.36 to $44.53. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.

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LOB - Latest Insights

LOB
Aug 04, 2026, 4:15 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $43.63
Real-time Price: $39.23 info
Change: -$4.40 (-10%) info
Market Cap: $1.816B info
LOB
Jul 22, 2026, 4:18 PM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $41.70
Real-time Price: $39.23 info
Change: -$2.47 (-6%) info
Market Cap: $1.816B info
LOB
Jun 11, 2026, 4:44 PM EDT
Filing Type: 144
Importance Score:
7
Price at Filing: $38.66
Real-time Price: $39.23 info
Change: +$0.570 (+1%) info
Market Cap: $1.816B info
LOB
Jun 10, 2026, 4:24 PM EDT
Filing Type: 144
Importance Score:
7
Price at Filing: $38.21
Real-time Price: $39.23 info
Change: +$1.02 (+3%) info
Market Cap: $1.816B info
LOB
Jun 04, 2026, 10:23 AM EDT
Filing Type: 144
Importance Score:
7
Price at Filing: $37.19
Real-time Price: $39.23 info
Change: +$2.04 (+5%) info
Market Cap: $1.816B info