LOB Live Oak Bancshares, Inc.
company
SEC Filings & Insider Trading Activity 2026

CIK: 1462120
Financials
State Commercial Banks 48 filings
Russell 2000

Latest Live Oak Bancshares, Inc. (LOB) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on November 17, 2025, an 8-K current report filed on April 22, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Live Oak Bancshares, Inc. (LOB) (SEC CIK 1462120), with AI-powered section-by-section summaries updated daily.

10-Q: 32
10-K: 11
8-K: 5

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 27, 2026
10-Q Quarterly Report
Nov 17, 2025
8-K Current Report
Apr 22, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

Business Overview

  • Core business model: National online platform for SBA-guaranteed small business lending and deposit gathering
  • Emphasis on technology-based platform optimizing loan origination, customer experience, and servicing without traditional branches
+3 more insights

Risk Factors

  • SBA Preferred Lender status risk, potential loss could materially harm business due to dependency on SBA 7(a) and USDA loan programs
  • U.S. government shutdown or default risk, impeding SBA and USDA loan origination and secondary market sales, materially affecting operations
+3 more insights

Management Discussion & Analysis

  • Revenue: Net interest income $448.4M, up 19.3% YoY from $375.9M; net gains on loan sales $62.5M, up 25.4%
  • Profitability: Net income $102.8M vs $77.5M, EPS $2.23 vs $1.69; net interest margin 3.30% vs 3.27%
+3 more insights

Annual Reports Archive
10-K

AI-powered analysis of Live Oak Bancshares, Inc. (LOB) 10-K annual reports filed with SEC EDGAR.

Financial Summary
XBRL

FY2021FY2022FY2023FY2024FY2025
Profitability
Revenue$361.2M$444.5M$688.3M$812.4M$908.5M
Net Income$167.0M$176.2M$73.9M$77.5M$105.9M
Net Margin46.2%39.6%10.7%9.5%11.7%
Balance Sheet
Total Assets$8.2B$9.9B$11.3B$12.9B$15.1B
Equity$715.1M$811.0M$902.7M$999.0M$1.2B
ROE23.4%21.7%8.2%7.8%8.5%

Source: XBRL financial data from Live Oak Bancshares, Inc. (LOB) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Apr 22, 2026
10-K
Feb 27, 2026Dec 31, 2025Analysis
8-K
Feb 19, 2026
8-K
Feb 13, 2026
8-K
Jan 21, 2026
8-K
Dec 1, 2025
10-Q
Nov 17, 2025Sep 30, 2025
10-Q
Aug 5, 2025Jun 30, 2025
10-Q
May 7, 2025Mar 31, 2025
10-K
Mar 18, 2025Dec 31, 2024
10-Q
Nov 5, 2024Sep 30, 2024
10-Q
Aug 6, 2024Jun 30, 2024
10-Q
May 10, 2024Mar 31, 2024
10-K
Feb 22, 2024Dec 31, 2023
10-Q
Nov 3, 2023Sep 30, 2023
10-Q
Aug 2, 2023Jun 30, 2023
10-Q
May 3, 2023Mar 31, 2023
10-K
Feb 23, 2023Dec 31, 2022
10-Q
Nov 2, 2022Sep 30, 2022
10-Q
Aug 3, 2022Jun 30, 2022
10-Q
May 4, 2022Mar 31, 2022
10-K
Feb 24, 2022Dec 31, 2021
10-Q
Nov 3, 2021Sep 30, 2021
10-Q
Aug 4, 2021Jun 30, 2021
10-Q
May 5, 2021Mar 31, 2021

Frequently Asked Questions

What are the latest LOB SEC filings in 2026?

Live Oak Bancshares, Inc. (LOB) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on November 17, 2025, an 8-K current report on April 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did LOB file its most recent 10-K annual report?

Live Oak Bancshares, Inc. (LOB) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view LOB 10-Q quarterly reports?

Live Oak Bancshares, Inc. (LOB)'s most recent 10-Q quarterly report was filed on November 17, 2025. SignalX displays every LOB 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has LOB filed recently?

Live Oak Bancshares, Inc. (LOB)'s most recent 8-K was filed on April 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find LOB insider trading activity (Form 4)?

SignalX aggregates every LOB Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does LOB file with the SEC?

Live Oak Bancshares, Inc. (LOB) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new LOB filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Live Oak Bancshares, Inc. (LOB).

What is LOB's SEC CIK number?

Live Oak Bancshares, Inc. (LOB)'s SEC CIK (Central Index Key) number is 1462120. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1462120 to look up all LOB filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find LOB return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Live Oak Bancshares, Inc. (LOB) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

Stay on top of Live Oak Bancshares, Inc. SEC filings

Insider trading data, fund holdings, cross-signal detection, and AI-powered analysis for 48+ filings.