Live Oak CFO receives stock and options in merger

Live Oak Acquisition Corp. V’s Chief Financial Officer Brian Gaebe reported receiving equity in connection with the company’s business combination with Legacy Teamshares under a Merger Agreement.

Rhea-AI Filing Summary

Live Oak Acquisition Corp. V’s Chief Financial Officer Brian Gaebe reported receiving equity in connection with the company’s business combination with Legacy Teamshares under a Merger Agreement. He acquired 13,587 shares of Common Stock, reflecting conversion of Legacy Teamshares equity into the issuer’s stock.

He also received three stock option positions over Common Stock: options for 90,203 shares at $7.69 per share that are fully vested and exercisable, options for 22,551 shares at $3.92 per share that vested 25% on August 29, 2023 and continue vesting in 36 monthly installments, and options for 112,753 shares at $0.76 per share that vested 25% on November 1, 2024 with the remainder vesting in 36 monthly installments.

Insider Trade Summary

Grant/Award: 239,094 shares

Grant/Award 4 txns

Insider Gaebe Brian

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Stock Option	112,753	$0.00	$0.00
Grant/Award	Stock Option	22,551	$0.00	$0.00
Grant/Award	Stock Option	90,203	$0.00	$0.00
Grant/Award	Common Stock	13,587	$9.20	$125K

Holdings After Transaction: Stock Option — 225,507 contracts (Direct); Common Stock — 13,587 shares (Direct)

Footnotes (4)

1. F1. Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.
2. F2. The stock option is fully vested and exercisable.
3. F3. The stock option vested as to 25% of the underlying shares on August 29, 2023 and will vest thereafter in 36 substantially equal monthly installments.
4. F4. The stock option vested as to 25% of the underlying shares on November 1, 2024 and will vest thereafter in 36 substantially equal monthly installments.

Key Figures

Common Stock received: 13,587 shares Option grant 1 size: 90,203 options Option grant 1 strike: $7.69 per share +4 more

7 metrics

Common Stock received 13,587 shares Equity received via merger conversion; direct holding after transaction

Option grant 1 size 90,203 options Stock option over Common Stock at $7.69 exercise price, fully vested

Option grant 1 strike $7.69 per share Exercise price for 90,203-share stock option, fully vested

Option grant 2 size 22,551 options Stock option over Common Stock at $3.92 exercise price, time-vested

Option grant 2 strike $3.92 per share Exercise price; 25% vested on August 29, 2023, then 36 installments

Option grant 3 size 112,753 options Stock option over Common Stock at $0.76 exercise price, time-vested

Option grant 3 strike $0.76 per share Exercise price; 25% vested November 1, 2024, then 36 installments

Key Terms

Agreement and Plan of Merger, business combination, earnout shares, stock option, +2 more

6 terms

Agreement and Plan of Merger regulatory

"in connection with an Agreement and Plan of Merger, dated as of November 14, 2025"

An Agreement and Plan of Merger is a formal document where two companies agree to combine into one, outlining how the process will happen. It’s like a step-by-step plan for merging, and it matters because it shows both sides have agreed on the details before the official transition takes place.

business combination financial

"Represents securities received as part of the Issuer's business combination"

A business combination happens when two or more companies join together to operate as one, like two friends merging their teams into a single group. This is important because it can change how companies grow, compete, and make money, often making them bigger and more powerful in the market.

earnout shares financial

"as the representative of the Legacy Teamshare holders entitled to receive earnout shares"

Earnout shares are company stock promised to sellers as part of an acquisition that only becomes payable if the acquired business hits agreed future performance targets, like revenue or profit goals. They matter to investors because they can increase the number of shares outstanding (dilution), tie seller incentives to future success, and create uncertainty about the actual cost of the deal and future ownership unless the performance conditions are clearly understood.

stock option financial

"The stock option is fully vested and exercisable."

A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.

vested financial

"The stock option vested as to 25% of the underlying shares on August 29, 2023"

Legacy Teamshares financial

"Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative"

FAQ

What did Live Oak Acquisition Corp. V CFO Brian Gaebe acquire in this Form 4?

Brian Gaebe received 13,587 shares of Common Stock and multiple stock option grants. These equity awards were received in connection with the company’s business combination with Legacy Teamshares under a Merger Agreement converting prior Legacy Teamshares equity.

How many stock options did the Live Oak (LOKV) CFO report receiving?

He reported three option positions over Common Stock: 90,203 options at $7.69, 22,551 options at $3.92, and 112,753 options at $0.76. Each option corresponds to the right to acquire the same number of Common Stock shares.

Are any of Brian Gaebe’s reported stock options fully vested?

Yes. One stock option grant for 90,203 shares at $7.69 per share is fully vested and exercisable. This means Gaebe can choose to exercise that option position, subject to its stated expiration date, without further vesting conditions.

What are the vesting schedules for the other stock options reported by the Live Oak CFO?

One grant for 22,551 shares at $3.92 vested 25% on August 29, 2023, then monthly over 36 installments. Another for 112,753 shares at $0.76 vested 25% on November 1, 2024, with remaining shares vesting in 36 substantially equal monthly installments.

How is this Form 4 related to Live Oak Acquisition Corp. V’s merger with Legacy Teamshares?

The filing notes these securities were received as part of a business combination governed by an Agreement and Plan of Merger. Legacy Teamshares common stock and stock options automatically converted into new Common Stock and stock options of the issuer under the Merger Agreement.

Does this Form 4 show open-market buying or selling by the Live Oak CFO?

No. The transactions are coded as A, meaning grant, award, or other acquisition. The filing describes equity conversion and option awards tied to the merger, rather than open-market purchases or sales of the company’s stock.

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Accepted by SEC EDGAR 06/23/2026 - 07:23 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Gaebe Brian

(Last) (First) (Middle)

C/O TEAMSHARES INC.

214 SULLIVAN STREET, 3B

(Street)

NEW YORK NEW YORK 10012

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Live Oak Acquisition Corp. V [ TMS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/18/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/18/2026		A		13,587	A	$9.2	13,587	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Option	$0.76	06/18/2026		A		112,753		(2)	05/31/2031	Common Stock	112,753	(1)	112,753	D
Stock Option	$3.92	06/18/2026		A		22,551		(3)	08/29/2032	Common Stock	22,551	(1)	22,551	D
Stock Option	$7.69	06/18/2026		A		90,203		(4)	12/07/2033	Common Stock	90,203	(1)	90,203	D

Explanation of Responses:

1. Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

2. The stock option is fully vested and exercisable.

3. The stock option vested as to 25% of the underlying shares on August 29, 2023 and will vest thereafter in 36 substantially equal monthly installments.

4. The stock option vested as to 25% of the underlying shares on November 1, 2024 and will vest thereafter in 36 substantially equal monthly installments.

	/s/ Jordyn Ashley, Attorney-in-Fact	06/23/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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* Form 4: SEC 1474 (03-26)