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JM

James S. III Mahan

LOB
CHIEF EXECUTIVE OFFICER · LIVE OAK BANCSHARES, INC. · CIK 0001036743
FILING MIX · LIFETIME26%/74%
BUYS
17
SELLS
49
TOTAL VALUE
$21.81M
COMPANIES
1
ACTIVE SINCE
Aug 2020
HOLDINGS NOW
2,847,844
AVG SELL PX
$36.76
TRADE KIND
SHOWING 66 / 66
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
45 backtested trades · 8 horizons · 80 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by James S. III Mahan, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d45+82.22%+2.25%+0.62%+1.62%+0.02%1.67
14d45+82.22%+3.70%+0.64%+3.06%+2.90%1.91
30d45+73.33%+3.21%-0.61%+3.82%+4.40%1.55
60d45+66.67%+19.37%+3.33%+16.05%+14.71%3.90
90d45+77.78%+26.17%+6.46%+24.68%+1.36%2.83
180d45(20 pending)+60.00%+75.40%+17.55%+72.78%+63.22%—
1y45(30 pending)+100.00%+163.97%+35.41%+128.56%+151.03%—
2y45(30 pending)+53.33%+47.58%+22.71%+24.87%+63.75%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
LOB · 2,847,844 shares · as of Jun 11, 2026
0871,7901,743,5812,615,3713,487,161202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 17 buys / 49 sellsCOVERAGE · 24 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$38.19$381.9K2,847,844Jun 11, 2026Jun 12, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
915$39.20$35.9K2,857,844Jun 10, 2026Jun 12, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,085$38.68$351.5K2,858,759Jun 10, 2026Jun 12, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
79$37.65$3.0K2,867,844Jun 4, 2026Jun 5, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,921$37.26$369.7K2,867,923Jun 4, 2026Jun 5, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
637$37.14$23.7K2,877,844Jun 3, 2026Jun 5, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,363$36.42$341.0K2,878,481Jun 3, 2026Jun 5, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$37.25$372.5K2,887,844May 28, 2026May 29, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$37.65$376.5K2,897,844May 27, 2026May 29, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
6,612$36.92$244.1K2,911,232May 21, 2026May 26, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
3,388$37.42$126.8K2,907,844May 21, 2026May 26, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,645$36.83$355.2K2,918,199May 20, 2026May 21, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
355$37.15$13.2K2,917,844May 20, 2026May 21, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$36.23$362.3K2,927,844May 14, 2026May 18, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$35.96$359.6K2,937,844May 13, 2026May 15, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$32.50$325.0K2,947,844Mar 12, 2026Mar 13, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$32.83$328.3K2,957,844Mar 11, 2026Mar 13, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
8,861$35.37$313.4K2,968,983Mar 5, 2026Mar 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
1,139$35.89$40.9K2,967,844Mar 5, 2026Mar 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$36.69$366.9K2,977,844Mar 4, 2026Mar 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
1,246$40.00$49.8K2,987,844Feb 26, 2026Feb 27, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
8,754$39.29$343.9K2,989,090Feb 26, 2026Feb 27, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
2,537$39.65$100.6K2,997,844Feb 25, 2026Feb 27, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
7,463$39.21$292.6K3,000,381Feb 25, 2026Feb 27, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$40.04$400.4K3,007,844Feb 19, 2026Feb 20, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
762$41.15$31.4K3,017,844Feb 18, 2026Feb 20, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,238$40.26$371.9K3,018,606Feb 18, 2026Feb 20, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,265$40.05$371.0K3,028,579Feb 12, 2026Feb 13, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
735$40.92$30.1K3,027,844Feb 12, 2026Feb 13, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,598$40.84$392.0K3,038,246Feb 11, 2026Feb 13, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
402$41.39$16.6K3,037,844Feb 11, 2026Feb 13, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
650$41.34$26.9K3,047,844Feb 5, 2026Feb 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,350$40.13$375.2K3,048,494Feb 5, 2026Feb 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
240$42.44$10.2K3,057,844Feb 4, 2026Feb 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
9,760$41.88$408.8K3,058,084Feb 4, 2026Feb 6, 2026 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$36.17$361.7K3,067,844Dec 19, 2025Dec 23, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$35.97$359.7K3,077,844Dec 17, 2025Dec 19, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$35.13$351.3K3,087,844Dec 12, 2025Dec 16, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
6,495$34.69$225.3K3,097,844Dec 10, 2025Dec 12, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
3,505$33.65$118.0K3,104,339Dec 10, 2025Dec 12, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$32.81$328.1K3,107,844Dec 5, 2025Dec 9, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
3,918$33.24$130.2K3,117,844Dec 3, 2025Dec 5, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
6,082$32.92$200.2K3,121,762Dec 3, 2025Dec 5, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$32.04$320.4K3,127,844Nov 28, 2025Dec 1, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALE10b5-1
10b5-1 plan
10,000$32.17$321.7K3,137,844Nov 26, 2025Dec 1, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALEGRANT
Gift
72,000——140,150Feb 14, 2025Feb 18, 2025 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASEGRANT
Gift
212,150——212,150Nov 30, 2022Dec 5, 2022 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALEGRANT
Gift
212,150——3,147,844Nov 30, 2022Dec 5, 2022 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALEGRANT
Gift
127,167——3,032,547Dec 9, 2021Feb 4, 2022 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
SALEGRANT
Gift
127,167——3,359,994Dec 9, 2021Feb 4, 2022 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASEGRANT
Gift
127,167——127,167Dec 9, 2021Feb 4, 2022 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
5,800$35.49$205.9K3,468,761Oct 29, 2020Nov 2, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
6,185$37.37$231.1K3,487,161Oct 29, 2020Nov 2, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
12,215$36.61$447.2K3,480,976Oct 29, 2020Nov 2, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
50,000$34.57$1.73M3,462,961Oct 28, 2020Oct 28, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
16,844$34.46$580.4K3,387,345Oct 27, 2020Oct 28, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
25,616$34.90$894.1K3,412,961Oct 27, 2020Oct 28, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
61,924$33.50$2.07M3,370,501Oct 26, 2020Oct 28, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
36,500$20.36$743.3K3,308,577Aug 27, 2020Aug 28, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
36,827$20.62$759.3K3,272,077Aug 26, 2020Aug 28, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
18,264$19.99$365.1K3,235,250Aug 24, 2020Aug 25, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
38,889$19.69$765.8K3,216,986Aug 21, 2020Aug 25, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
36,301$19.65$713.3K3,178,097Aug 20, 2020Aug 21, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
21,200$19.30$409.1K3,141,796Aug 19, 2020Aug 21, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
20,378$18.89$384.9K3,120,596Aug 18, 2020Aug 19, 2020 ↗View →
LOB
LIVE OAK BANCSHARES, INC.
PURCHASE
Chief Executive Officer
25,000$19.25$481.2K3,100,218Aug 17, 2020Aug 19, 2020 ↗View →
Other insiders · LOB
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About this filer
CIK 0001036743
ROLE
Chief Executive Officer
PRIMARY
LOB
COMPANIES
1
ACTIVE SINCE
Aug 2020
MARKETPEEL · /INSIDER/0001036743DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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