James S Mahan Rev Trust lists multiple 10,000-share sales

James S Mahan Rev Trust reported multiple proposed sales of Common stock on Form 144, listing repeated 10,000-share blocks transacted or to be sold on various dates in 2026.

Rhea-AI Filing Summary

James S Mahan Rev Trust reported multiple proposed sales of Common stock on Form 144, listing repeated 10,000-share blocks transacted or to be sold on various dates in 2026. The filing lists individual sale dates and gross proceeds per block in USD as shown in the excerpt.

Key Figures

Per-block shares: 10,000 shares Example proceeds: $393,218.38 Example proceeds: $366,896.83 +3 more

6 metrics

Per-block shares 10,000 shares listed per transaction entry in 2026

Example proceeds $393,218.38 gross proceeds for 10,000 shares on 02/25/2026

Example proceeds $366,896.83 gross proceeds for 10,000 shares on 03/04/2026

Example proceeds $325,040.97 gross proceeds for 10,000 shares on 03/12/2026

Example proceeds $368,369.08 gross proceeds for 10,000 shares on 05/20/2026

Broker listed Fidelity Brokerage Services LLC 900 Salem Street, Smithfield RI (listed in securities info)

Key Terms

Form 144, Pre IPO Shares, Filer / Broker

3 terms

Form 144 regulatory

"The excerpt lists proposed sales in a Form 144-style securities notice"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Pre IPO Shares market

"Line shows 'Pre IPO Shares' with an original date of 12/18/2008"

Filer / Broker regulatory

"Fidelity Brokerage Services LLC is named in the securities information section"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 for LOB show about James S Mahan Rev Trust?

The Form 144 lists multiple 10,000-share common stock blocks linked to James S Mahan Rev Trust. It provides sale dates in 2026 and individual gross proceeds in USD for each 10,000-share block, with the per-block amounts reported on specific dates.

How many shares per transaction does the filing list for LOB?

Each transaction line in the excerpt lists 10,000 shares per entry. The filing shows repeated 10,000-share blocks across various dates in 2026, each accompanied by a gross dollar amount corresponding to that 10,000-share sale.

What dollar amounts are shown for the 10,000-share blocks in the filing?

The excerpt reports gross proceeds for 10,000-share blocks such as $393,218.38, $393,617.23, $366,896.83, and other amounts tied to specific 2026 sale dates recorded in the filing.

Who is listed as the broker or intermediary in the filing?

The filing names Fidelity Brokerage Services LLC with an address at 900 Salem Street, Smithfield, RI, in connection with Common shares; the excerpt shows Fidelity as the broker/intermediary listed in the securities information section.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/21/2026 - 09:56 AM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001036743
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Live Oak Bancshares, Inc.
SEC File Number	001-37497
Address of Issuer	1741 TIBURON DRIVE WILMINGTON NORTH CAROLINA 28403
Phone	910-790-5867
Name of Person for Whose Account the Securities are To Be Sold	MAHAN JAMES S III
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer
Relationship to Issuer	Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	10000	365500.00	46262391	05/21/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	12/18/2008	Pre IPO Shares	Issuer			10000	12/18/2008	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
James S Mahan Rev Trust 171 Tiburon Drive Wilmington NC 28403	Common	02/25/2026	10000	393218.38
James S Mahan Rev Trust 171 Tiburon Drive Wilmington NC 28403	Common	02/26/2026	10000	393617.23
James S Mahan Rev Trust 171 Tiburon Drive Wilmington NC 28403	Common	03/04/2026	10000	366896.83
James S Mahan Rev Trust 171 Tiburon Drive Wilmington NC 28403	Common	03/05/2026	10000	354338.80
James S Mahan Rev Trust 171 Tiburon Drive Wilmington NC 28403	Common	03/11/2026	10000	328280.17
James S Mahan Rev Trust 1741 Tiburon Drive Wilmington NC 28403	Common	03/12/2026	10000	325040.97
James S Mahan Rev Trust 171 Tiburon Drive Wilmington NC 28403	Common	05/13/2026	10000	359616.93
James S Mahan Rev Trust 1741 Tiburon Drive Wilmington NC 28403	Common	05/14/2026	10000	362263.26
James S Mahan Rev Trust 1741 Tiburon Drive Wilmington NC 28403	Common	05/20/2026	10000	368369.08

144: Remarks and Signature

Remarks	Today's sale and those that are recorded in the past 3 months occurred in the James S Mahan Rev Trust of which James S. Mahan III is a trustee and account stakeholder.
Date of Notice	05/21/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	08/27/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/Wade Moss, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for James S Mahan III
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)