James S. Mahan III owns 13.34% of Live Oak Bancshares
6,174,875 shares as of the September 10, 2026 filing, worth $216M at the latest close.
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Free.
The stake
13.34%
worth $216M at the latest close
Stake rank
#268
by dollar value of the stake
Last sale
39 days ago
Sep 10, 2026
Last buy
2,181 days ago
Oct 29, 2020 · $884,131
James S. Mahan III owns 13.34% of Live Oak Bancshares, Inc.: 6,174,875 of 46,283,620 shares, worth about $216M at the 2026-10-16 close. The stake has moved from 13.50% in 2017 to 13.34% on 2026-09-10, across 26 sales and 9 purchases that moved it since 2016. The last trade that moved it was a planned sale of $773,797 on 2026-09-10.
How the stake is held
as of the Sep 10, 2026 filing
SHARES
OF THE STAKE
COMMON STOCK · stated Sep 10, 2026 · Form 4 ↗
HELD INDIRECTLY · 5 VEHICLES
6,174,875
100.0%
By Marguerite D. Mahan Revocable Trust
3,032,547
49.1%
By James S. Mahan Revocable Trust
2,747,844
44.5%
By Peapod II, LLC
140,150
2.3%
By 2021 Chip Mahan Family and Charitable Trust
127,167
2.1%
By 2021 Peggy Mahan Family Trust
127,167
2.1%
THE STAKE
6,174,875
13.34%