NYSE · SEC CIK 0001462120
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Sep 8, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| William C. Losch IIIResearch disclosed relationships | President | 263,392 sharesVoting Common Stock, no par value per share | $9.88M | Aug 26, 2026 |
| William L. Williams IIIResearch disclosed relationships | Director | 52,825 sharesVoting Common Stock, no par value per share | $1.98M | Sep 8, 2026 |
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
SEC reporting-owner CIK 0001453279 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Live Oak Bancshares, Inc. (LOB)NYSE · Current company | President | 263,392 sharesVoting Common Stock, no par value per share | $9.88M | Aug 26, 2026 |
SEC reporting-owner CIK 0001635831 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Live Oak Bancshares, Inc. (LOB)NYSE · Current company | Director | 52,825 sharesVoting Common Stock, no par value per share | $1.98M | Sep 8, 2026 |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Aug 25, 2026Transaction date | William C. Losch IIIResearch disclosed relationships | DispositionSEC code F | Voting Common Stock, no par value per share | 22,221 shares | $39.99 | 263,392 shares | 263,392 sharesOwner coverage latest filing Aug 26, 2026 | 4Filed Aug 26, 2026 |
| Aug 25, 2026Transaction date | William C. Losch IIIResearch disclosed relationships | AcquisitionSEC code M | Voting Common Stock, no par value per share | 50,000 shares | Not reported | 285,613 shares | 263,392 sharesOwner coverage latest filing Aug 26, 2026 | 4Filed Aug 26, 2026 |
| Aug 10, 2026Transaction date | William C. Losch IIIResearch disclosed relationships | DispositionSEC code F | Voting Common Stock, no par value per share | 18,665 shares | $42.23 | 235,613 shares | 263,392 sharesOwner coverage latest filing Aug 26, 2026 | 4Filed Aug 12, 2026 |
| Aug 10, 2026Transaction date | William C. Losch IIIResearch disclosed relationships | AcquisitionSEC code M | Voting Common Stock, no par value per share | 42,000 shares | Not reported | 254,278 shares | 263,392 sharesOwner coverage latest filing Aug 26, 2026 | 4Filed Aug 12, 2026 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 4 of 4 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Voting Common Stock, no par value per share | ordinary-share | 2 | $11.86M |
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 26, 2026Latest represented filing date | Live Oak Bancshares, Inc. (LOB)NYSE | Current covered snapshotPresidentValuation observation Sep 25, 2026 | Voting Common Stock, no par value per share: 263,392 sharesCurrent covered company value: $9.88M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 26, 2026Filed date | Live Oak Bancshares, Inc. (LOB)NYSE | AcquisitionSEC code MEffective Aug 25, 2026 · transaction dateReported units 50,000 shares · reported price not provided | Voting Common Stock, no par value per shareReported position after transaction: 285,613 shares | 4 filing0001453279-26-000010 |
| Aug 26, 2026Filed date | Live Oak Bancshares, Inc. (LOB)NYSE | DispositionSEC code FEffective Aug 25, 2026 · transaction dateReported units 22,221 shares · reported price 39.99 | Voting Common Stock, no par value per shareReported position after transaction: 263,392 shares | 4 filing0001453279-26-000010 |
| Aug 12, 2026Filed date | Live Oak Bancshares, Inc. (LOB)NYSE | AcquisitionSEC code MEffective Aug 10, 2026 · transaction dateReported units 42,000 shares · reported price not provided | Voting Common Stock, no par value per shareReported position after transaction: 254,278 shares | 4 filing0001453279-26-000008 |
| Aug 12, 2026Filed date | Live Oak Bancshares, Inc. (LOB)NYSE | DispositionSEC code FEffective Aug 10, 2026 · transaction dateReported units 18,665 shares · reported price 42.23 | Voting Common Stock, no par value per shareReported position after transaction: 235,613 shares | 4 filing0001453279-26-000008 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 4 published transaction rows for this exact reporting-owner CIK appear in the chronology.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Sep 8, 2026Latest represented filing date | Live Oak Bancshares, Inc. (LOB)NYSE | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Voting Common Stock, no par value per share: 52,825 sharesCurrent covered company value: $1.98M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology.
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| Live Oak Bancshares, Inc. (LOB)NYSE · Current company | William C. Losch IIISEC CIK 00014532795 chronology observationsWilliam L. Williams IIISEC CIK 00016358311 chronology observation | 6Published chronology observationsLatest represented evidence Sep 8, 2026 |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.
