Live Oak Bancshares (LOB)Gilder Gagnon Howe & Co LLC opened a new position $39.5M

1.19M

Shares reported

0.47%

Disclosed portfolio weight

$39.5M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Apr 22, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. May 19, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On May 19, 2026, as described below under Item 5.07 of this Current Report on Form 8-K, the Company’s shareholders approved the 2026 Omnibus Stock Incentive Plan (the “Omnibus Plan”) and the 2026 Employee Stock Purchase Plan (the “ESPP”) at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).”
2. Jun 16, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 18, 2026, Live Oak Bancshares, Inc. (the “Company”) announced that J. Wesley Sutherland will no longer serve as the Chief Accounting Officer of the Company or its subsidiary Live Oak Banking Company (the “Bank”).”
3. Jul 1, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 29, 2026, Matthew S. Diffley, age 46, joined Live Oak Banking Company (the “Bank”) as its Chief Accounting Officer. Effective July 1, 2026, the Board of Directors of Live Oak Bancshares, Inc., (the “Company”) appointed Mr. Diffley as the Company’s Principal Accounting Officer (“PAO”).”
4. Jul 22, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Live Oak Bancshares

For Live Oak Bancshares, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LOB page.

How this filing works

• SEC Form 13F

Other disclosures at Live Oak Bancshares

• SEC Form 13F-HRAug 14, 2026
• SEC Form 4Aug 20, 2025
• SEC Form 4May 9, 2025
• SEC Form 4May 9, 2025
• SEC Form 4May 9, 2025
• SEC Form 13F-HRFeb 10, 2025

Everything OQRO holds on this company is on its LOB page.