Walter J. Phifer

CIK: 0002006943

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)1 (3.7%)

Position reduction

Option Exercises (M)12 (44.4%)

Derivative conversions

Awards (A)3 (11.1%)

Compensation grants

Other (G, F, J, C, D, …)11 (40.7%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

LOB

Live Oak Bancshares, Inc.

Officer

Discretionary Trading P&L

Holdings

Transaction History (27 total)

LOB
Live Oak Bancshares, Inc.
Aug 18, 2026
Tax Payment(F)
Direct
1.3K shares at avg. $42.60$55K
LOB
Live Oak Bancshares, Inc.
Aug 18, 2026
Exercise(M)
Direct
2.9K shares-
LOB
Live Oak Bancshares, Inc.
Mar 2, 2026
Sale(S)
Direct
4.7K shares at avg. $36.58$172K
LOB
Live Oak Bancshares, Inc.
Feb 23, 2026
Tax Payment(F)
Direct
32 shares at avg. $38.30$1K
LOB
Live Oak Bancshares, Inc.
Feb 23, 2026
Exercise(M)
Direct
69 shares-
LOB
Live Oak Bancshares, Inc.
Feb 12, 2026
Exercise(M)
Direct
2K shares-
LOB
Live Oak Bancshares, Inc.
Feb 12, 2026
Tax Payment(F)
Direct
992 shares at avg. $40.22$40K
LOB
Live Oak Bancshares, Inc.
Feb 10, 2026
Tax Payment(F)
Direct
957 shares at avg. $41.04$39K
LOB
Live Oak Bancshares, Inc.
Feb 10, 2026
Exercise(M)
Direct
1.9K shares-
LOB
Live Oak Bancshares, Inc.
Feb 9, 2026
Award(A)
Restricted Stock Units
Direct
9.6K shares-
LOB
Live Oak Bancshares, Inc.
Feb 6, 2026
Exercise(M)
Direct
6.2K shares at avg. $13.59$84K
LOB
Live Oak Bancshares, Inc.
Dec 15, 2025
Exercise(M)
Direct
235 shares-
LOB
Live Oak Bancshares, Inc.
Dec 15, 2025
Tax Payment(F)
Direct
109 shares at avg. $35.31$4K
LOB
Live Oak Bancshares, Inc.
Dec 9, 2025
Exercise(M)
Direct
1.6K shares-
LOB
Live Oak Bancshares, Inc.
Dec 9, 2025
Tax Payment(F)
Direct
729 shares at avg. $33.02$24K
LOB
Live Oak Bancshares, Inc.
Aug 18, 2025
Award(A)
Restricted Stock Units
Direct
14.6K shares-
LOB
Live Oak Bancshares, Inc.
Feb 24, 2025
Exercise(M)
Direct
69 shares-
LOB
Live Oak Bancshares, Inc.
Feb 24, 2025
Tax Payment(F)
Direct
35 shares at avg. $31.99$1K
LOB
Live Oak Bancshares, Inc.
Feb 12, 2025
Exercise(M)
Direct
2K shares-
LOB
Live Oak Bancshares, Inc.
Feb 12, 2025
Tax Payment(F)
Direct
997 shares at avg. $34.80$35K
LOB
Live Oak Bancshares, Inc.
Feb 10, 2025
Award(A)
Restricted Stock Units
Direct
9.3K shares-
LOB
Live Oak Bancshares, Inc.
Feb 10, 2025
Exercise(M)
Direct
195 shares-
LOB
Live Oak Bancshares, Inc.
Feb 10, 2025
Tax Payment(F)
Direct
97 shares at avg. $35.08$3K
LOB
Live Oak Bancshares, Inc.
Dec 16, 2024
Tax Payment(F)
Direct
105 shares at avg. $44.54$5K
LOB
Live Oak Bancshares, Inc.
Dec 16, 2024
Exercise(M)
Direct
235 shares-

		Type	Shares	Price		Ownership
Aug 18, 2026	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	1,296	$42.60	$55,210	Direct
Aug 18, 2026	LOB Live Oak Bancshares, Inc.	Exercise(M)	2,916	-	$0	Direct
Mar 2, 2026	LOB Live Oak Bancshares, Inc.	Sale(S)	4,712	$36.58	$172,379	Direct
Feb 23, 2026	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	32	$38.30	$1,226	Direct
Feb 23, 2026	LOB Live Oak Bancshares, Inc.	Exercise(M)	69	-	$0	Direct
Feb 12, 2026	LOB Live Oak Bancshares, Inc.	Exercise(M)	2,003	-	$0	Direct
Feb 12, 2026	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	992	$40.22	$39,898	Direct
Feb 10, 2026	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	957	$41.04	$39,275	Direct
Feb 10, 2026	LOB Live Oak Bancshares, Inc.	Exercise(M)	1,852	-	$0	Direct
Feb 9, 2026	LOB Live Oak Bancshares, Inc.	Award(A) Restricted Stock Units	9,580	-	-	Direct
Feb 6, 2026	LOB Live Oak Bancshares, Inc.	Exercise(M)	6,160	$13.59	$83,714	Direct
Dec 15, 2025	LOB Live Oak Bancshares, Inc.	Exercise(M)	235	-	-	Direct
Dec 15, 2025	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	109	$35.31	$3,849	Direct
Dec 9, 2025	LOB Live Oak Bancshares, Inc.	Exercise(M)	1,572	-	-	Direct
Dec 9, 2025	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	729	$33.02	$24,072	Direct
Aug 18, 2025	LOB Live Oak Bancshares, Inc.	Award(A) Restricted Stock Units	14,581	-	-	Direct
Feb 24, 2025	LOB Live Oak Bancshares, Inc.	Exercise(M)	69	-	-	Direct
Feb 24, 2025	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	35	$31.99	$1,120	Direct
Feb 12, 2025	LOB Live Oak Bancshares, Inc.	Exercise(M)	2,003	-	-	Direct
Feb 12, 2025	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	997	$34.80	$34,696	Direct
Feb 10, 2025	LOB Live Oak Bancshares, Inc.	Award(A) Restricted Stock Units	9,264	-	-	Direct
Feb 10, 2025	LOB Live Oak Bancshares, Inc.	Exercise(M)	195	-	-	Direct
Feb 10, 2025	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	97	$35.08	$3,403	Direct
Dec 16, 2024	LOB Live Oak Bancshares, Inc.	Tax Payment(F)	105	$44.54	$4,677	Direct
Dec 16, 2024	LOB Live Oak Bancshares, Inc.	Exercise(M)	235	-	$0	Direct

1-25 of 27 transactions

About Phifer Walter J

Phifer Walter J (SEC CIK 0002006943) files insider reports with the SEC as Chief Financial Officer of Live Oak Bancshares, Inc. (LOB).

Signal8 holds 14 ownership filings by Phifer Walter J, all Form 4s, filed between Dec 11, 2024 and Aug 19, 2026. Those filings report 27 transactions, from Dec 9, 2024 to Aug 18, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Phifer Walter J's filings is in WILMINGTON, NC.

Recent filings by Phifer Walter J

Aug 18, 2026: Tax withholding of LOB shares (Form 4, code F).
Aug 18, 2026: Option exercise of LOB shares (Form 4, code M).
Mar 2, 2026: Open-market sale of LOB shares (Form 4, code S).
Feb 23, 2026: Tax withholding of LOB shares (Form 4, code F).
Feb 23, 2026: Option exercise of LOB shares (Form 4, code M).

Other insiders filing for Live Oak Bancshares, Inc. (LOB)

Seward Gregory W, General Counsel
MAHAN JAMES S III, Chief Executive Officer
WILLIAMS WILLIAM L. III, Director
Bradford Tonya Williams, Director
Losch William C III, President
Cairns Michael, Chief Credit Officer

How to read Form 4 transaction codes