Stammdaten
Live Oak Bancshares, Inc. fungiert als Bank-Holdinggesellschaft für Live Oak Banking Company, die verschiedene kommerzielle Bankprodukte und -dienstleistungen für Privatpersonen, kleine Unternehmen und Fachleute in North Carolina, Vereinigten Staaten, erbringt. Das Unternehmen akzeptiert verschiedene Einlagenprodukte, einschließlich unverzinster Fälligkeitseinlagen sowie verzinster Girokonten, Geldmarkt-, Spar- und Termineinlagen. Es bietet auch Handels- und Industriekredite; Bau- und Entwicklungskredite; Gewerbeimmobilienkredite mit Eigentümer- und Nicht-Eigentümer-Besicherung; und Gewerbeländerkredite. Darüber hinaus bietet das Unternehmen Abwicklungs-, Buchhaltungs- und Verbriefungsdienstleistungen für staatlich garantierte Kredite; Vermögens- und Vermögensmanagement-Dienstleistungen für vermögende Privatpersonen und Familien; Anlageberatungsdienstleistungen für eine Reihe von Fonds, die sich auf die Bereitstellung von Risikokapital für neue und aufstrebende Fintech-Unternehmen konzentrieren; und eine Restaurantanlage vor Ort für Unternehmensangestellte und Geschäftsbesucher. Live Oak Bancshares, Inc. wurde 2008 gegründet und hat seinen Hauptsitz in Wilmington, North Carolina. KI
Unternehmen & Branche
| Name | Live Oak Bancshares, Inc. |
|---|---|
| Ticker | LOB |
| CIK | 0001462120 |
| Börse | NYSE |
| Sektor | Finanzen |
| Industrie | Banken |
| SIC | 6022 · State Commercial Banks |
Wertpapier & Kennzahlen
| CUSIP | 53803X105 |
|---|---|
| ISIN | US53803X1054 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,94 Mrd. USD |
| KGV (P/E) | 18,87 |
| Beta | 1,85 |
| Dividendenrendite | 0,00 % |
Sitz & Kontakt
| Sitz (Inkorporation) | NC |
|---|---|
| Geschäftsadresse | 1741 TIBURON DRIVE, 28403 WILMINGTON, NC |
| Telefon | 910-790-5867 |
| EIN (IRS) | 26-4596286 |
Listing & Historie
| Listing-Börsen | NYSE · NYSE |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
Bewertung
| KBV (P/B) | 1,55 vs. 5,50 (2021) ▼ |
|---|---|
| FCF-Rendite | 7,4 % vs. -3,1 % (2021) ▲ |
| Ausschüttungsquote | 5,2 % vs. 3,1 % (2021) ▲ |
Qualität & Bilanz
| ROIC | 8,5 % vs. 23,4 % (2021) ▼ |
|---|
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 5,50 | 1,67 | 2,27 | 1,81 | 1,27 | 1,52 | |
| FCF-Rendite | -3,1 % | 6,0 % | 6,7 % | 5,9 % | 9,1 % | 13,5 % | |
| Ausschüttungsquote | 3,1 % | 3,0 % | 7,2 % | 7,0 % | 5,2 % | 4,4 % | |
| Qualität & Bilanz | |||||||
| ROIC | 23,4 % | 21,7 % | 8,2 % | 7,8 % | 8,5 % | 9,9 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
LOB
Live Oak Bancshares, Inc.
Effektiv
Neutral
Handelsvolumen
Niedrig
Insider
0,0
Keine Insider-Käufe
Institutionell
56,0
22 neu, 80 erhöht, -46542K $ netto
Aktivist
0,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 39.61 | +8.4 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 36.46 | +17.7 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 42 Tagen @ 37.72 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 41.61 | EMA50: 40.09 | |
| MACD-Histogramm | Bärisch | 10 % | -0.063 | Bearisch | |
| RSI(14) | Neutral | 10 % | 60.2 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 73.9 | Neutral | |
| ADX(14)+DI | Bullisch | 10 % | 29.8 | +DI: 25.7 / −DI: 13.1 | |
| Z-Score(60) | Bärisch | 5 % | 1.71 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 94.6 % | Hoch 43.69 / Tief 29.41 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 87.9 % | Upper 43.29 / Mid 41.78 / Lower 40.27 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.1164 | R²=0.84 / annualisiert +74.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-28 | Moroz Mark Michael | Officer, Chief Banking Officer | Open Market Sale | -6.100 | 42,08 | -256.669,70 | -93,8% | |
| 2026-07-27 | LUCHT DAVID G | Director | Open Market Sale | -3.000 | 42,13 | -126.396,30 | -46,2% | |
| 2026-07-01 | WILLIAMS WILLIAM L. III | Director | Open Market Sale | -5.796 | 41,78 | -242.134,28 | -88,5% | |
| 2026-07-01 | WILLIAMS WILLIAM L. III | Director | Open Market Sale | -2.604 | 41,23 | -107.372,03 | -39,3% | |
| 2026-06-24 | WILLIAMS WILLIAM L. III | Director | Open Market Sale | -8.400 | 40,05 | -336.453,60 | -123,0% | |
| 2026-06-11 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 38,19 | -381.851,00 | -139,6% | |
| 2026-06-10 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.085 | 38,68 | -351.451,41 | -128,5% | |
| 2026-06-10 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -915 | 39,20 | -35.870,47 | -13,1% | |
| 2026-06-04 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.921 | 37,26 | -369.657,45 | -135,2% | |
| 2026-06-04 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -79 | 37,65 | -2.974,35 | -1,1% | |
| 2026-06-03 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -637 | 37,14 | -23.659,39 | -8,7% | |
| 2026-06-03 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.363 | 36,42 | -341.011,70 | -124,7% | |
| 2026-05-28 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 37,25 | -372.481,00 | -136,2% | |
| 2026-05-27 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 37,65 | -376.513,00 | -137,7% | |
| 2026-05-21 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -3.388 | 37,42 | -126.786,75 | -46,4% | |
| 2026-05-21 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -6.612 | 36,92 | -244.128,93 | -89,3% | |
| 2026-05-20 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.645 | 36,83 | -355.180,02 | -129,9% | |
| 2026-05-20 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -355 | 37,15 | -13.189,10 | -4,8% | |
| 2026-05-14 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 36,23 | -362.260,00 | -132,5% | |
| 2026-05-13 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 35,96 | -359.620,00 | -131,5% | |
| 2026-04-30 | Derraik Renato | Officer, Chief Info./Digital Off., Bank | Open Market Sale | -75.000 | 37,83 | -2.837.100,00 | -1037,3% | |
| 2026-03-12 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 32,50 | -325.041,00 | -118,8% | |
| 2026-03-11 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 32,83 | -328.280,00 | -120,0% | |
| 2026-03-05 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -1.139 | 35,89 | -40.878,03 | -14,9% | |
| 2026-03-05 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -8.861 | 35,37 | -313.444,58 | -114,6% | |
| 2026-03-04 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 36,69 | -366.872,00 | -134,1% | |
| 2026-03-02 | Seward Gregory W | Officer, General Counsel | Open Market Sale | -3.000 | 36,70 | -110.100,00 | -40,3% | |
| 2026-03-02 | Phifer Walter J | Officer, Chief Financial Officer | Open Market Sale | -4.712 | 36,58 | -172.379,10 | -63,0% | |
| 2026-02-26 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -8.754 | 39,29 | -343.943,78 | -125,8% | |
| 2026-02-26 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -1.246 | 40,00 | -49.836,26 | -18,2% | |
| 2026-02-25 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -2.537 | 39,65 | -100.580,38 | -36,8% | |
| 2026-02-25 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -7.463 | 39,21 | -292.638,41 | -107,0% | |
| 2026-02-19 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 40,04 | -400.354,00 | -146,4% | |
| 2026-02-18 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.238 | 40,26 | -371.884,93 | -136,0% | |
| 2026-02-18 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -762 | 41,15 | -31.358,66 | -11,5% | |
| 2026-02-12 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -735 | 40,92 | -30.072,60 | -11,0% | |
| 2026-02-12 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.265 | 40,05 | -371.026,19 | -135,7% | |
| 2026-02-11 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.598 | 40,84 | -392.024,55 | -143,3% | |
| 2026-02-11 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -402 | 41,39 | -16.636,89 | -6,1% | |
| 2026-02-05 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.350 | 40,13 | -375.245,42 | -137,2% | |
| 2026-02-05 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -650 | 41,34 | -26.869,51 | -9,8% | |
| 2026-02-04 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -9.760 | 41,88 | -408.773,20 | -149,5% | |
| 2026-02-04 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -240 | 42,44 | -10.184,59 | -3,7% | |
| 2026-01-26 | Stasiowska Ewa Maria | Officer, Chief Risk Officer | Open Market Purchase | 2.595 | 38,53 | 99.999,44 | +36,6% | |
| 2026-01-26 | Spencer Courtney | Officer, Chief Experience Officer | Open Market Sale | -9.700 | 39,01 | -378.348,50 | -138,3% | |
| 2025-12-19 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 36,17 | -361.734,00 | -132,3% | |
| 2025-12-17 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 35,97 | -359.699,00 | -131,5% | |
| 2025-12-12 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 35,13 | -351.313,00 | -128,4% | |
| 2025-12-10 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -3.505 | 33,65 | -117.953,41 | -43,1% | |
| 2025-12-10 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -6.495 | 34,69 | -225.329,09 | -82,4% | |
| 2025-12-05 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 32,81 | -328.090,00 | -120,0% | |
| 2025-12-03 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -3.918 | 33,24 | -130.239,81 | -47,6% | |
| 2025-12-03 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -6.082 | 32,92 | -200.227,95 | -73,2% | |
| 2025-11-28 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 32,04 | -320.434,00 | -117,2% | |
| 2025-11-26 | MAHAN JAMES S III | Director, Officer, 10% Owner, Chief Executive Officer | Open Market Sale | -10.000 | 32,17 | -321.723,00 | -117,6% | |
| 2025-11-20 | Bradford Tonya Williams | Director | Open Market Purchase | 1.000 | 30,24 | 30.240,00 | +11,1% | |
| 2025-11-19 | Seward Gregory W | Officer, General Counsel | Open Market Sale | -1.200 | 30,20 | -36.241,80 | -13,3% | |
| 2025-08-18 | LUCHT DAVID G | Director | Open Market Purchase | 4.000 | 25,12 | 100.499,20 | +36,7% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 3.432.899 | 0 | 3.432.899 | 113.525.981 | Neu | +100,0% | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.621.903 | 0 | 1.621.903 | 53.636.333 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1.593.185 | 0 | 1.593.185 | 52.684.848 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.532.771 | 0 | 1.532.771 | 50.688.737 | Neu | +100,0% | |
| STATE STREET CORP | 1.437.315 | 0 | 1.437.315 | 47.532.007 | Neu | +100,0% | |
| GILDER GAGNON HOWE & CO LLC | 1.193.114 | 0 | 1.193.114 | 39.456.280 | Neu | +100,0% | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.033.539 | 0 | 1.033.539 | 34.179.135 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 853.958 | 0 | 853.958 | 28.246.016 | Neu | +100,0% | |
| LOOMIS SAYLES & CO L P | 728.129 | 0 | 728.129 | 24.079.226 | Neu | +100,0% | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 722.897 | 0 | 722.897 | 23.906.204 | Neu | +100,0% | |
| ROYCE & ASSOCIATES LP | 573.850 | 0 | 573.850 | 18.977.220 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 434.168 | 0 | 434.168 | 14.357.936 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 324.387 | 0 | 324.387 | 10.727.478 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 319.000 | 0 | 319.000 | 10.549.330 | Neu | +100,0% | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 314.828 | 0 | 314.828 | 10.411.375 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 290.634 | 0 | 290.634 | 9.611.266 | Neu | +100,0% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 285.133 | 0 | 285.133 | 9.429.348 | Neu | +100,0% | |
| WHITTIER TRUST CO | 224.384 | 225.955 | -1.571 | 9.379.251 | Reduziert | -0,7% | |
| D. E. Shaw & Co., Inc. | 263.003 | 0 | 263.003 | 8.697.509 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 262.788 | 0 | 262.788 | 8.690.380 | Neu | +100,0% | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 249.719 | 0 | 249.719 | 8.258.207 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 239.324 | 0 | 239.324 | 7.914.434 | Neu | +100,0% | |
| MORGAN STANLEY | 221.725 | 0 | 221.725 | 7.332.460 | Neu | +100,0% | |
| Motley Fool Wealth Management, LLC | 209.559 | 0 | 209.559 | 6.930.112 | Neu | +100,0% | |
| Trust Co of the South | 167.500 | 167.500 | 0 | 6.840.700 | Unverändert | 0,0% | |
| AMERICAN CENTURY COMPANIES INC | 181.787 | 0 | 181.787 | 6.011.701 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 174.613 | 0 | 174.613 | 5.774.452 | Neu | +100,0% | |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 169.580 | 0 | 169.580 | 5.608.011 | Neu | +100,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 154.378 | 0 | 154.378 | 5.105.280 | Neu | +100,0% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 151.952 | 0 | 151.952 | 5.025.053 | Neu | +100,0% | |
| WCM INVESTMENT MANAGEMENT, LLC | 153.534 | 0 | 153.534 | 4.954.542 | Neu | +100,0% | |
| RICE HALL JAMES & ASSOCIATES, LLC | 145.557 | 0 | 145.557 | 4.813.570 | Neu | +100,0% | |
| WHITTIER TRUST CO OF NEVADA INC | 117.000 | 117.136 | -136 | 4.809.890 | Reduziert | -0,1% | |
| Apollon Wealth Management, LLC | 117.466 | 0 | 117.466 | 4.797.329 | Neu | +100,0% | |
| UBS Group AG | 142.825 | 0 | 142.825 | 4.723.223 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 135.590 | 0 | 135.590 | 4.483.961 | Neu | +100,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 132.818 | 0 | 132.818 | 4.392.291 | Neu | +100,0% | |
| CenterBook Partners LP | 131.529 | 0 | 131.529 | 4.349.664 | Neu | +100,0% | |
| Brevan Howard Capital Management LP | 125.000 | 0 | 125.000 | 4.133.750 | Neu | +100,0% | |
| E. Ohman J:or Asset Management AB | 98.745 | 98.745 | 0 | 4.032.746 | Unverändert | 0,0% | |
| AMERIPRISE FINANCIAL INC | 114.814 | 0 | 114.814 | 3.796.899 | Neu | +100,0% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 109.633 | 0 | 109.633 | 3.625.563 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 103.060 | 0 | 103.060 | 3.408.194 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 100.615 | 0 | 100.615 | 3.327.345 | Neu | +100,0% | |
| Russell Investments Group, Ltd. | 100.573 | 0 | 100.573 | 3.325.977 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 90.913 | 0 | 90.913 | 3.006.500 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 89.284 | 0 | 89.284 | 2.952.622 | Neu | +100,0% | |
| Empowered Funds, LLC | 89.188 | 0 | 89.188 | 2.949.447 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 85.735 | 0 | 85.735 | 2.835.245 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84.026 | 0 | 84.026 | 2.778.740 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| WHITTIER TRUST CO | 224.384 | 225.955 | -0,7% | 9.379.251 | 22,46 | 100 % | 16 Q |
| Trust Co of the South | 167.500 | 167.500 | 0,0% | 6.840.700 | 16,38 | 100 % | 11 Q |
| WHITTIER TRUST CO OF NEVADA INC | 117.000 | 117.136 | -0,1% | 4.809.890 | 11,52 | 100 % | 16 Q |
| Apollon Wealth Management, LLC | 117.466 | 0 | +100,0% | 4.797.329 | 11,49 | 0 % | 6 Q |
| E. Ohman J:or Asset Management AB | 98.745 | 98.745 | 0,0% | 4.032.746 | 9,66 | 100 % | 10 Q |
| Riggs Asset Managment Co. Inc. | 65.180 | 71.794 | -9,2% | 2.661.951 | 6,37 | 0 % | 2 Q |
| SALEM INVESTMENT COUNSELORS INC | 31.910 | 38.205 | -16,5% | 1.303.205 | 3,12 | 30 % | 17 Q |
| TRUIST FINANCIAL CORP | 29.271 | 23.269 | +25,8% | 1.195.409 | 2,86 | 24 % | 9 Q |
| LANARK FINANCIAL, INC. | 19.145 | 18.823 | +1,7% | 781.881 | 1,87 | 100 % | 3 Q |
| BENJAMIN EDWARDS INC | 16.857 | 16.358 | +3,1% | 688.467 | 1,65 | 100 % | 9 Q |
| PARSONS CAPITAL MANAGEMENT INC/RI | 14.550 | 14.550 | 0,0% | 594.222 | 1,42 | 0 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.557 | 12.520 | +8,3% | 564.654 | 1,35 | 1 % | 12 Q |
| Central Pacific Bank - Trust Division | 13.028 | 13.028 | 0,0% | 532.064 | 1,27 | 0 % | 10 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 12.184 | 12.184 | 0,0% | 497.595 | 1,19 | 100 % | 17 Q |
| Police & Firemen's Retirement System of New Jersey | 10.875 | 9.763 | +11,4% | 444.135 | 1,06 | 100 % | 7 Q |
| Smith Salley Wealth Management | 8.954 | 8.954 | 0,0% | 365.681 | 0,88 | 100 % | 17 Q |
| Ballentine Partners, LLC | 8.568 | 8.568 | 0,0% | 349.917 | 0,84 | 0 % | 12 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.941 | 0 | +100,0% | 324.309 | 0,78 | – | 15 Q |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7.301 | 0 | +100,0% | 298.173 | 0,71 | 0 % | 1 Q |
| Blue Trust, Inc. | 6.908 | 2.122 | +225,5% | 282.123 | 0,68 | 43 % | 15 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 52 | 1,0 | 42 |
| 31.03.2026 | ✓ | 225 | 34,4 | 906 |
| 31.12.2025 | ✓ | 227 | 35,1 | 914 |
| 30.09.2025 | ✓ | 222 | 31,4 | 859 |
| 30.06.2025 | ✓ | 205 | 31,1 | 715 |
| 31.03.2025 | ✓ | 217 | 31,3 | 650 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| GILDER GAGNON HOWE & CO LLC | 1.193.114 | 39.456.280 |
| WCM INVESTMENT MANAGEMENT, LLC | 153.534 | 4.954.542 |
| Riggs Asset Managment Co. Inc. | 71.794 | 2.374.228 |
| FRANKLIN RESOURCES INC | 18.110 | 598.897 |
| EQUITABLE TRUST CO | 14.722 | 486.857 |
| Simplicity Wealth,LLC | 8.864 | 293.140 |
| Vident Advisory, LLC | 8.225 | 272.001 |
| MERCER GLOBAL ADVISORS INC /ADV | 7.746 | 256.167 |
| SIMPLEX TRADING, LLC | 2.204 | 72.886 |
| FIFTH THIRD BANCORP | 528 | 17.461 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | 573.850 | 326.509 | +132.0 % | 18.977.220 |
| LOOMIS SAYLES & CO L P | 728.129 | 169.719 | +30.4 % | 24.079.226 |
| TWO SIGMA INVESTMENTS, LP | 434.168 | 148.008 | +51.7 % | 14.357.936 |
| STATE STREET CORP | 1.437.315 | 128.853 | +9.8 % | 47.532.007 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 314.828 | 91.244 | +40.8 % | 10.411.375 |
| ALGERT GLOBAL LLC | 362.679 | 89.170 | +32.6 % | 11.994 |
| AMERICAN CENTURY COMPANIES INC | 181.787 | 89.139 | +96.2 % | 6.011.701 |
| Brevan Howard Capital Management LP | 125.000 | 75.000 | +150.0 % | 4.133.750 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 722.897 | 74.336 | +11.5 % | 23.906.204 |
| T. Rowe Price Investment Management, Inc. | 6.490.101 | 61.599 | +1.0 % | 214.628 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| BlackRock, Inc. | 3.432.899 | -143.088 | -4.0 % | 113.525.981 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 132.818 | -133.725 | -50.2 % | 4.392.291 |
| MILLENNIUM MANAGEMENT LLC | 135.590 | -122.481 | -47.5 % | 4.483.961 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 249.719 | -121.140 | -32.7 % | 8.258.207 |
| CITADEL ADVISORS LLC | 95.860 | -114.324 | -54.4 % | 3.170.090 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.621.903 | -103.951 | -6.0 % | 53.636.333 |
| D. E. Shaw & Co., Inc. | 263.003 | -75.484 | -22.3 % | 8.697.509 |
| Motley Fool Wealth Management, LLC | 209.559 | -73.142 | -25.9 % | 6.930.112 |
| WELLS FARGO & COMPANY/MN | 90.913 | -70.634 | -43.7 % | 3.006.500 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 109.633 | -69.332 | -38.7 % | 3.625.563 |
Zusätzlich aktuell von 119 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -5,64 pp | |
| 05.02.2026 | James S. Mahan III Revocable Trust | Passiv (13G/A) | 6,70 % | 3.067.844 | -0,50 pp | |
| 05.02.2026 | Marguerite D. Mahan Revocable Trust | Passiv (13G/A) | 6,60 % | 3.032.547 | -0,30 pp | |
| 05.02.2026 | Marguerite D. Mahan (+1) | Passiv (13G/A) | 14,40 % | 6.619.682 | -1,00 pp | |
| 14.11.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 14,30 % | 6.456.789 | 0,00 pp | |
| 14.02.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 14,30 % | 6.365.830 | +0,10 pp | |
| 14.02.2024 | Ameriprise Financial, | Passiv (13G/A) | 1,99 % | 884.296 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 5,64 % | 2.509.008 | +0,07 pp | |
| 29.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,50 % | 2.887.100 | +1,20 pp | |
| 16.02.2023 | . BlackRock, Inc. | Passiv (13G/A) | 5,30 % | 2.325.349 | +0,60 pp | |
| 14.02.2023 | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Passiv (13G/A) | 5,70 % | 2.486.936 | +0,10 pp | |
| 14.02.2023 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 14,20 % | 6.232.708 | +0,20 pp | |
| 14.02.2023 | Ameriprise Financial, Inc. | Passiv (13G) | 5,04 % | 2.216.885 | Neu | |
| 13.02.2023 | Capital Research Global Investors | Passiv (13G/A) | Ausstieg | 0 | -5,70 pp | |
| 10.02.2023 | Marguerite D. Mahan Revocable Trust | Passiv (13G/A) | 6,90 % | 3.032.547 | -0,10 pp | |
| 10.02.2023 | James S. Mahan III Revocable Trust | Passiv (13G/A) | 7,20 % | 3.147.844 | -0,60 pp | |
| 10.02.2023 | Marguerite D. Mahan (+1) | Passiv (13G/A) | 15,40 % | 6.771.682 | -0,30 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 5,57 % | 2.449.962 | +0,12 pp | |
| 10.08.2022 | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Passiv (13G) | 5,60 % | 2.495.236 | +5,60 pp | |
| 10.08.2022 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 14,00 % | 6.173.540 | Neu | |
| 10.08.2022 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 0,00 % | 15.896 | -12,40 pp | |
| 10.08.2022 | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Passiv (13G/A) | Ausstieg | 0 | -5,10 pp | |
| 24.02.2022 | . BlackRock, Inc. | Passiv (13G/A) | 4,70 % | 2.045.818 | -0,60 pp | |
| 14.02.2022 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 12,40 % | 5.357.451 | -1,90 pp | |
| 14.02.2022 | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | Passiv (13G/A) | 5,10 % | 2.202.186 | -0,40 pp | |
| 11.02.2022 | Marguerite D. Mahan Revocable Trust | Passiv (13G/A) | 7,00 % | 3.032.547 | -1,30 pp | |
| 11.02.2022 | Marguerite D. Mahan (+1) | Passiv (13G/A) | 15,70 % | 6.771.682 | -2,00 pp | |
| 11.02.2022 | James S. Mahan III Revocable Trust | Passiv (13G/A) | 7,80 % | 3.359.994 | -1,30 pp | |
| 11.02.2022 | Capital Research Global Investors | Passiv (13G/A) | 5,70 % | 2.435.243 | +0,40 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G) | 5,45 % | 2.347.157 | Neu |
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | – | 30.040.000 $ | 0,60 $ | 15.300.033.000 $ | 1.277.616.000 $ |
| 2025-12-31 | 10-K | – | 105.871.000 $ | 2,23 $ | 15.134.778.000 $ | 1.249.868.000 $ |
| 2025-09-30 | 10-Q | – | 26.516.000 $ | 0,55 $ | 14.665.902.000 $ | 1.198.223.000 $ |
| 2025-06-30 | 10-Q | – | 23.428.000 $ | 0,51 $ | 13.831.208.000 $ | 1.062.889.000 $ |
| 2025-03-31 | 10-Q | – | 9.717.000 $ | 0,21 $ | 13.595.704.000 $ | 1.027.030.000 $ |
| 2024-12-31 | 10-K | – | 77.474.000 $ | 1,69 $ | 12.943.380.000 $ | 999.030.000 $ |
| 2024-12-31 | 10-K/A | – | 77.474.000 $ | 1,69 $ | 12.943.380.000 $ | 999.030.000 $ |
| 2024-09-30 | 10-Q | – | 13.025.000 $ | 0,28 $ | 12.607.346.000 $ | 1.007.756.000 $ |
| 2024-06-30 | 10-Q | – | 26.963.000 $ | 0,59 $ | 11.868.570.000 $ | 961.049.000 $ |
| 2024-03-31 | 10-Q | – | 27.586.000 $ | 0,60 $ | 11.505.569.000 $ | 927.718.000 $ |
| 2023-12-31 | 10-K | – | 73.898.000 $ | 1,64 $ | 11.271.423.000 $ | 902.666.000 $ |
| 2023-12-31 | 10-K/A | – | 73.898.000 $ | 1,64 $ | 11.271.423.000 $ | 902.666.000 $ |
| 2023-09-30 | 10-Q | – | 39.793.000 $ | 0,88 $ | 10.950.460.000 $ | 850.368.000 $ |
| 2023-06-30 | 10-Q | – | 17.544.000 $ | 0,39 $ | 10.819.196.000 $ | 832.488.000 $ |
| 2023-03-31 | 10-Q | – | 398.000 $ | 0,01 $ | 10.364.297.000 $ | 822.807.000 $ |
| 2022-12-31 | 10-K | – | 176.208.000 $ | 3,92 $ | 9.855.498.000 $ | 811.033.000 $ |
| 2022-12-31 | 10-K/A | – | 176.208.000 $ | 3,92 $ | – | – |
| 2022-09-30 | 10-Q | – | 42.868.000 $ | 0,96 $ | 9.314.650.000 $ | 802.168.000 $ |
| 2022-06-30 | 10-Q | – | 97.039.000 $ | 2,16 $ | 9.120.897.000 $ | 791.662.000 $ |
| 2022-03-31 | 10-Q | – | 34.509.000 $ | 0,76 $ | 8.619.966.000 $ | 713.327.000 $ |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 05.05.2026 | – | 0,60 |
| Q3 2025 | 30.09.2025 | 17.11.2025 | – | 0,55 |
| Q2 2025 | 30.06.2025 | 05.08.2025 | – | 0,51 |
| Q1 2025 | 31.03.2025 | 07.05.2025 | – | 0,21 |
| Q3 2024 | 30.09.2024 | 05.11.2024 | – | 0,28 |
| Q2 2024 | 30.06.2024 | 06.08.2024 | – | 0,59 |
| Q1 2024 | 31.03.2024 | 10.05.2024 | – | 0,60 |
| Q3 2023 | 30.09.2023 | 03.11.2023 | – | 0,88 |
| Q2 2023 | 30.06.2023 | 02.08.2023 | – | 0,39 |
Dividenden
Termine (aus 8-K Item 8.01, kommende fett)
| Zahltag | Ex-Tag | Stichtag | je Aktie | Frequenz |
|---|---|---|---|---|
| 2026-06-15 | — | 2026-06-02 | 0,0300 USD | |
| 2026-03-15 | — | 2026-03-05 | 0,0300 USD |
Beträge aus SEC-XBRL, Termine aus 8-K Item 8.01 (regelbasiert extrahiert, KI als Fallback), ohne Gewähr.
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 05.05.2026 | 10-Q | 31.03.2026 | 35 Tage | SEC » |
| 27.02.2026 | 10-K | 31.12.2025 | 58 Tage | SEC » |
| 17.11.2025 | 10-K/A | 31.12.2024 | 321 Tage | SEC » |
| 17.11.2025 | 10-Q | 30.09.2025 | 48 Tage | SEC » |
| 05.08.2025 | 10-Q | 30.06.2025 | 36 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 18.03.2025 | 10-K | 31.12.2024 | 77 Tage | SEC » |
| 05.11.2024 | 10-Q | 30.09.2024 | 36 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 10.05.2024 | 10-Q | 31.03.2024 | 40 Tage | SEC » |
| 22.02.2024 | 10-K | 31.12.2023 | 53 Tage | SEC » |
| 03.11.2023 | 10-Q | 30.09.2023 | 34 Tage | SEC » |
| 02.08.2023 | 10-Q | 30.06.2023 | 33 Tage | SEC » |
| 03.05.2023 | 10-Q | 31.03.2023 | 33 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 02.11.2022 | 10-Q | 30.09.2022 | 33 Tage | SEC » |
| 03.08.2022 | 10-Q | 30.06.2022 | 34 Tage | SEC » |
| 04.05.2022 | 10-Q | 31.03.2022 | 34 Tage | SEC » |
| 24.02.2022 | 10-K | 31.12.2021 | 55 Tage | SEC » |
| 03.11.2021 | 10-Q | 30.09.2021 | 34 Tage | SEC » |
| 04.08.2021 | 10-Q | 30.06.2021 | 35 Tage | SEC » |
| 05.05.2021 | 10-Q | 31.03.2021 | 35 Tage | SEC » |
| 25.02.2021 | 10-K | 31.12.2020 | 56 Tage | SEC » |
| 04.11.2020 | 10-Q | 30.09.2020 | 35 Tage | SEC » |
| 05.08.2020 | 10-Q | 30.06.2020 | 36 Tage | SEC » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 29.07.2025 | Kapitalerhöhung | $100,0 Mio · $25,00/Aktie | SEC » |
| 28.07.2025 | Kapitalerhöhung | – | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 02.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 02.04.2026 | HV-Einladung | 19.05.2026 Jahres-HV | 20.03.2026 | DEF 14A | SEC » |
| 04.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 04.04.2025 | HV-Einladung | 20.05.2025 Jahres-HV | 21.03.2025 | DEF 14A | SEC » |
| 05.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2024 | HV-Einladung | 21.05.2024 Jahres-HV | 22.03.2024 | DEF 14A | SEC » |
| 31.03.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 31.03.2023 | HV-Einladung | 16.05.2023 Jahres-HV | 10.03.2023 | DEF 14A | SEC » |
| 01.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.04.2022 | HV-Einladung | 17.05.2022 Jahres-HV | 11.03.2022 | DEF 14A | SEC » |
| 02.04.2021 | HV-Einladung | 11.05.2021 Jahres-HV | — | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (02.07.2026)
HOCH Abgang Schlüsselpersonen (18.06.2026)
HOCH Abgang Schlüsselpersonen (22.05.2026)
HOCH Abgang Schlüsselpersonen (02.07.2026)
HOCH Abgang Schlüsselpersonen (18.06.2026)
HOCH Abgang Schlüsselpersonen (22.05.2026)
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 02.07.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.06.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 13.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 12.11.2025 | Item 4.02 — Bilanzkorrekturen | – | EXTREM | SEC | Section 13(a) of the Exchange Act. o Item 4.02. Non-Reliance on Previously Issued Financial Statements or a Related… |
| 14.02.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 04.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | o Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 16.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 15.11.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | o Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 17.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 08.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 02.07.2026 | Personalwechsel | 0,10 | 35 | Matthew S. Diffley (46) wurde am 1. Juli 2026 zum Principal Accounting Officer der Live Oak Bancshares ernannt und ersetzt Walter J. Phifer … 🔒 | SEC |
| 18.06.2026 | Personalwechsel | -0,20 | 60 | Chief Accounting Officer J. Wesley Sutherland tritt ab; Walter J. Phifer übernimmt die Position interimistisch ab 16. Juni 2026. | SEC |
| 22.05.2026 | HV-Abstimmung | 0,00 | 40 | Live Oak Bancshares' Aktionäre genehmigten am 19. Mai 2026 zwei neue Aktienoptionspläne: den 2026 Omnibus Stock Incentive Plan und den 2026 … 🔒 | SEC |
| 19.05.2026 | dividend | 0,40 | 40 | Live Oak Bancshares erklärte Dividenden von $0,03 pro Stammaktie und $0,52344 pro Depositary Share der Series A Preferred Stock, zahlbar am … 🔒 | SEC |
| 22.04.2026 | Quartalszahlen | 0,00 | 45 | Live Oak Bancshares kündigte am 22. April 2026 die Finanzergebnisse für das erste Quartal zum 31. März 2026 an. | SEC |
| 19.02.2026 | dividend | 0,30 | 45 | Board beschließt Dividende: $0.03 pro Stammaktie, $0.52344 pro Depositary Share. Zahlbar 15. März 2026 an Aktionäre vom 5. März. | SEC |
| 13.02.2026 | Sonstiges | 0,05 | 22 | Compensation Committee genehmigte Barbonus- und Restricted-Stock-Unit-Awards für benannte Führungskräfte unter dem 2015 Omnibus Stock Incent… 🔒 | SEC |
| 21.01.2026 | Quartalszahlen | 0,00 | 55 | Live Oak Bancshares kündigte Finanzergebnisse für Q4 2025 an. Details wurden in der beigefügten Pressemitteilung veröffentlicht. | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-30 | 75 | 41,02 | 3.077 |
| 2026-05-15 | 147 | 36,19 | 5.320 |
| 2026-05-13 | 7.517 | 36,61 | 275.197 |
| 2026-04-20 | 1.471 | 37,46 | 55.104 |
| 2026-03-17 | 93 | 32,65 | 3.036 |
| 2026-03-11 | 916 | 33,39 | 30.585 |