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Compiled from SEC Form N-PX filings and Live Oak Bancshares, Inc.’s Form 8-K, filed May 22, 2026 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of May 19, 2026: 14 items on Live Oak Bancshares, Inc.’s Form 8-K, filed May 22, 2026: 14 without a stated outcome.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore Live Oak Bancshares, Inc. in the interactive database Compare manager voting policies
These tallies are Live Oak Bancshares, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 22, 2026 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Tonya W. Bradford | 32,897,516 | -- | -- | 2,786,843 | 6,475,534 | 92% | Not verified | — |
| Elect Director: William H. Cameron | 26,669,363 | -- | -- | 9,014,996 | 6,475,534 | 75% | Not verified | — |
| Elect Director: David G. Lucht | 30,673,278 | -- | -- | 5,011,081 | 6,475,534 | 86% | Not verified | — |
| Elect Director: Jeffrey W. Lunsford | 35,491,630 | -- | -- | 192,729 | 6,475,534 | 99.4% | Not verified | — |
| Elect Director: James S. Mahan III | 34,333,132 | -- | -- | 1,351,227 | 6,475,534 | 96% | Not verified | — |
| Elect Director: Patrick T. McHenry | 35,317,705 | -- | -- | 366,654 | 6,475,534 | 99% | Not verified | — |
| Elect Director: Miltom E. Petty | 28,137,862 | -- | -- | 7,546,497 | 6,475,534 | 79% | Not verified | — |
| Elect Director: Neil L. Underwood | 33,623,094 | -- | -- | 2,061,265 | 6,475,534 | 94% | Not verified | — |
| Elect Director: Yousef A. Valine | 27,948,286 | -- | -- | 7,736,073 | 6,475,534 | 78% | Not verified | — |
| Elect Director: William L. Williams III | 33,678,284 | -- | -- | 2,006,075 | 6,475,534 | 94% | Not verified | — |
| Approval of the Company's 2026 Stock Incentive Plan | 25,509,462 | 9,353,674 | 821,223 | -- | 6,475,534 | 73% | Not verified | — |
| Approval of the Company's 2026 Employee Stock Purchase Plan | 35,593,365 | 45,945 | 45,049 | -- | 6,475,534 | 99.8% | Not verified | — |
| Advisory proposal to approve compensation paid to the Company's named executive officers | 31,451,567 | 4,197,280 | 35,512 | -- | 6,475,534 | 88% | Not verified | — |
| Ratification of the Selection of KPMG, LLP as Independent Auditor of the Company for 2026 | 42,118,705 | 28,462 | 12,726 | -- | -- | 99.9% | Not verified | — |
Source: Live Oak Bancshares, Inc., Form 8-K, filed with the SEC on May 22, 2026 — read the filing on EDGAR.
Each item below shows how the 271 asset managers that disclosed a Live Oak Bancshares, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 7 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: David G. Lucht
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: David G. Lucht”): 30,673,278 for, 5,011,081 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 86% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 11,256,460 for, 1,466,691 withheld, 853,673 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,761,675 | 0 | 0 | 144,935 | For |
| Vanguard | 2,409,530 | 0 | 2,780 | 1,555 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | Mixed |
| Fidelity | 749,211 | 0 | 0 | 18,731 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 539,423 | Withhold |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 290,175 | 0 | 3,256 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 291,146 | Withhold |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 134,750 | 0 | 0 | 5,192 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 114,309 | Withhold |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 0 | 0 | 82,995 | Mixed |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 65,806 | 0 | 10,340 | 0 | Mixed |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 0 | 0 | 0 | 68,306 | Withhold |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: James S. Mahan III
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: James S. Mahan III”): 34,333,132 for, 1,351,227 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 13,021,323 for, 152,454 withheld, 403,047 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,871,841 | 0 | 0 | 34,769 | For |
| Vanguard | 2,413,865 | 0 | 1 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 293,160 | 0 | 271 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 138,697 | 0 | 0 | 1,245 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 0 | 0 | 82,995 | Mixed |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Jeffrey W. Lunsford
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: Jeffrey W. Lunsford”): 35,491,630 for, 192,729 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 13,576,008 for, 809 withheld, 6 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,905,829 | 0 | 0 | 781 | For |
| Vanguard | 2,413,866 | 0 | 0 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 402,775 | 0 | 0 | 0 | For |
| John Hancock | 293,425 | 0 | 6 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 139,914 | 0 | 0 | 28 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 95,430 | 0 | 0 | 0 | For |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 75,780 | 0 | 0 | 0 | For |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Miltom E. Petty
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: Miltom E. Petty”): 28,137,862 for, 7,546,497 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 79% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 10,534,865 for, 1,929,439 withheld, 1,112,520 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,678,494 | 0 | 0 | 228,116 | Mixed |
| Vanguard | 2,412,300 | 0 | 10 | 1,555 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | Mixed |
| Fidelity | 749,100 | 0 | 0 | 18,842 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 30,792 | 0 | 262,639 | 0 | Mixed |
| Charles Schwab | 0 | 0 | 0 | 291,146 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 271,066 | Withhold |
| Capitol Series Trust | 0 | 0 | 0 | 144,462 | Withhold |
| Northwestern Mutual | 131,881 | 0 | 0 | 8,061 | Mixed |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 114,309 | Withhold |
| American Century | 0 | 0 | 0 | 101,476 | Withhold |
| Brighthouse | 0 | 0 | 0 | 95,430 | Withhold |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 0 | 0 | 0 | 68,306 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 65,419 | Withhold |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 0 | 62,700 | Withhold |
| DWS | 0 | 0 | 0 | 59,790 | Withhold |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Neil L. Underwood
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: Neil L. Underwood”): 33,623,094 for, 2,061,265 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 12,609,462 for, 236,954 withheld, 730,408 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,842,932 | 0 | 0 | 63,678 | For |
| Vanguard | 2,413,864 | 0 | 2 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | Mixed |
| Fidelity | 749,211 | 0 | 0 | 18,731 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 292,935 | 0 | 496 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 137,661 | 0 | 0 | 2,281 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 0 | 0 | 82,995 | Mixed |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 8 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Patrick T. McHenry
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: Patrick T. McHenry”): 35,317,705 for, 366,654 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 13,547,046 for, 29,735 withheld, 43 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,901,141 | 0 | 0 | 5,469 | For |
| Vanguard | 2,413,866 | 0 | 0 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 402,775 | 0 | 0 | 0 | For |
| John Hancock | 293,388 | 0 | 43 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 139,746 | 0 | 0 | 196 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 95,430 | 0 | 0 | 0 | For |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Tonya W. Bradford
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: Tonya W. Bradford”): 32,897,516 for, 2,786,843 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 92% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 12,402,519 for, 756,162 withheld, 418,142 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,817,539 | 0 | 0 | 89,071 | For |
| Vanguard | 2,413,863 | 0 | 3 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 539,423 | Withhold |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 290,610 | 0 | 2,821 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 136,751 | 0 | 0 | 3,191 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 0 | 0 | 82,995 | Mixed |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 65,806 | 0 | 10,340 | 0 | Mixed |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
75% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: William H. Cameron
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: William H. Cameron”): 26,669,363 for, 9,014,996 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 75% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 10,014,585 for, 2,434,628 withheld, 1,127,611 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,624,973 | 0 | 0 | 281,637 | Mixed |
| Vanguard | 2,412,297 | 0 | 13 | 1,555 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | Mixed |
| Fidelity | 749,100 | 0 | 0 | 18,842 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 539,423 | Withhold |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 28,247 | 0 | 265,184 | 0 | Mixed |
| Charles Schwab | 0 | 0 | 0 | 291,146 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 271,066 | Withhold |
| Capitol Series Trust | 0 | 0 | 0 | 144,462 | Withhold |
| Northwestern Mutual | 129,964 | 0 | 0 | 9,978 | Mixed |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 114,309 | Withhold |
| American Century | 0 | 0 | 0 | 101,476 | Withhold |
| Brighthouse | 0 | 0 | 0 | 95,430 | Withhold |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 65,806 | 0 | 10,340 | 0 | Mixed |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 65,419 | Withhold |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 0 | 62,700 | Withhold |
| DWS | 0 | 0 | 0 | 59,790 | Withhold |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: William L. Williams III
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: William L. Williams III”): 33,678,284 for, 2,006,075 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 12,649,464 for, 196,961 withheld, 730,399 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,844,104 | 0 | 0 | 62,506 | For |
| Vanguard | 2,413,864 | 0 | 2 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | Mixed |
| Fidelity | 749,211 | 0 | 0 | 18,731 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 292,944 | 0 | 487 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 137,703 | 0 | 0 | 2,239 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 0 | 0 | 82,995 | Mixed |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
| DWS | 59,790 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 7 wordings of this item as funds reported it.
78% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Yousef A. Valine
Live Oak Bancshares, Inc.’s own tally for this item (“Elect Director: Yousef A. Valine”): 27,948,286 for, 7,736,073 withheld, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 78% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 10,506,655 for, 1,954,878 withheld, 1,115,290 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,678,885 | 0 | 0 | 227,725 | Mixed |
| Vanguard | 2,409,527 | 0 | 2,783 | 1,555 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | Mixed |
| Fidelity | 749,100 | 0 | 0 | 18,842 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 402,775 | 0 | Abstain |
| John Hancock | 30,795 | 0 | 262,636 | 0 | Mixed |
| Charles Schwab | 0 | 0 | 0 | 291,146 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 271,066 | Withhold |
| Capitol Series Trust | 0 | 0 | 0 | 144,462 | Withhold |
| Northwestern Mutual | 131,895 | 0 | 0 | 8,047 | Mixed |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 114,309 | Withhold |
| American Century | 0 | 0 | 0 | 101,476 | Withhold |
| Brighthouse | 0 | 0 | 0 | 95,430 | Withhold |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 0 | 24,070 | Mixed |
| TIAA | 0 | 0 | 0 | 68,306 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 65,419 | Withhold |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 0 | 62,700 | Withhold |
| DWS | 0 | 0 | 0 | 59,790 | Withhold |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: EMPLOYEE STOCK PURCHASE PLAN. PROPOSAL TO APPROVE THE LIVE OAK BANCSHARES, INC. 2026 EMPLOYEE STOCK PURCHASE PLAN.
Live Oak Bancshares, Inc.’s own tally for this item (“Approval of the Company's 2026 Employee Stock Purchase Plan”): 35,593,365 for, 45,945 against, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 74 asset managers below reported 14,014,770 for, 1,631 against, 1,631 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,903,485 | 1,563 | 1,563 | 0 | For |
| Vanguard | 2,413,866 | 0 | 0 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 437,672 | 0 | 0 | 0 | For |
| Loomis Sayles | 402,775 | 0 | 0 | 0 | For |
| John Hancock | 293,407 | 12 | 12 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 139,830 | 56 | 56 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 95,430 | 0 | 0 | 0 | For |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 75,780 | 0 | 0 | 0 | For |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
73% Majority: yes · of votes cast
Description as filed by funds: OMNIBUS STOCK INCENTIVE PLAN. PROPOSAL TO APPROVE THE LIVE OAK BANCSHARES, INC. 2026 OMNIBUS STOCK INCENTIVE PLAN.
Live Oak Bancshares, Inc.’s own tally for this item (“Approval of the Company's 2026 Stock Incentive Plan”): 25,509,462 for, 9,353,674 against, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 73% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 9,889,498 for, 3,525,266 against, 583,629 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,596,064 | 287,887 | 22,658 | 0 | Mixed |
| Vanguard | 2,412,297 | 1,568 | 1 | 0 | For |
| BlackRock | 1,285,910 | 301,192 | 0 | 0 | Mixed |
| Fidelity | 749,100 | 18,842 | 0 | 0 | For |
| Royce | 0 | 0 | 559,982 | 0 | Abstain |
| Dimensional | 0 | 539,423 | 0 | 0 | Against |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 437,672 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 402,775 | 0 | 0 | Against |
| John Hancock | 28,022 | 265,232 | 176 | 0 | Mixed |
| Charles Schwab | 0 | 291,146 | 0 | 0 | Against |
| WILLIAM BLAIR FUNDS | 0 | 271,066 | 0 | 0 | Against |
| Capitol Series Trust | 0 | 144,462 | 0 | 0 | Against |
| Northwestern Mutual | 128,929 | 10,202 | 812 | 0 | Mixed |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 0 | 101,476 | 0 | 0 | Against |
| Brighthouse | 0 | 95,430 | 0 | 0 | Against |
| EA Series Trust | 190 | 88,959 | 0 | 0 | Against |
| Jackson National | 65,806 | 10,340 | 0 | 0 | Mixed |
| Equitable | 75,780 | 0 | 0 | 0 | For |
| TIAA | 0 | 68,306 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 65,419 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 62,700 | 0 | 0 | Against |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Combines 8 wordings of this item as funds reported it.
88% Majority: yes · of votes cast
Description as filed by funds: Say-on-Pay Vote. Non-binding, advisory proposal to approve compensation paid to our named executive officers.
Live Oak Bancshares, Inc.’s own tally for this item (“Advisory proposal to approve compensation paid to the Company's named executive officers”): 31,451,567 for, 4,197,280 against, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 88% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,783,552 | 121,886 | 1,172 | 0 | For |
| Vanguard | 2,412,304 | 1,561 | 0 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 0 | 539,423 | 0 | 0 | Against |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 437,672 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 402,775 | 0 | 0 | Against |
| John Hancock | 290,345 | 3,077 | 9 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 135,534 | 4,366 | 42 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 82,995 | 0 | 0 | Mixed |
| EA Series Trust | 190 | 88,959 | 0 | 0 | Against |
| Jackson National | 0 | 76,146 | 0 | 0 | Against |
| Equitable | 75,780 | 0 | 0 | 0 | For |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 65,419 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
Fund voting reports, all 72 managers: 12,489,482 for, 1,523,600 against, 1,223 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 6,280,918 | 198,048 | 1,904 | 0 | For |
| BlackRock | 1,578,352 | 29,131 | 0 | 0 | For |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,339,839 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 848,769 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 715,012 | 0 | 0 | Against |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 586,249 | 0 | 0 | 0 | For |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 318,221 | 0 | 0 | 0 | For |
| Northern Trust | 297,736 | 5,089 | 0 | 0 | For |
| Charles Schwab | 291,744 | 0 | 0 | 0 | For |
| Vanguard | 289,803 | 0 | 0 | 0 | For |
| Focus Partners Wealth | 289,241 | 0 | 0 | 0 | For |
| John Hancock | 285,569 | 0 | 0 | 0 | For |
| WHITTIER TRUST CO | 246,647 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 224,530 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 200,016 | 0 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 0 | 174,637 | 0 | 0 | Against |
| Dimensional | 0 | 170,418 | 0 | 0 | Against |
| Trust Co of the South | 167,500 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 0 | 139,146 | 0 | 0 | Against |
| STATE OF WISCONSIN INVESTMENT BOARD | 121,221 | 0 | 0 | 0 | For |
| ALGERT GLOBAL LLC | 0 | 120,530 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 116,905 | 0 | 0 | 0 | For |
| WHITTIER TRUST CO OF NEVADA INC | 115,845 | 0 | 0 | 0 | For |
| American Century | 101,747 | 0 | 0 | 0 | For |
| E. Ohman J:or Asset Management AB | 0 | 98,745 | 0 | 0 | Against |
Institutional-manager reports, all 219 managers: 14,987,753 for, 2,260,323 against, 3,936 abstained, 10,273 not voted. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: RATIFICATION OF INDEPENDENT AUDITORS. PROPOSAL TO RATIFY KPMG LLP AS THE COMPANY'S INDEPENDENT AUDITORS FOR 2026.
Live Oak Bancshares, Inc.’s own tally for this item (“Ratification of the Selection of KPMG, LLP as Independent Auditor of the Company for 2026”): 42,118,705 for, 28,462 against, per its Form 8-K filed May 22, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 72 asset managers below reported 14,013,489 for, 408 against, 408 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,905,829 | 391 | 391 | 0 | For |
| Vanguard | 2,413,866 | 0 | 0 | 0 | For |
| BlackRock | 1,587,102 | 0 | 0 | 0 | For |
| Fidelity | 767,942 | 0 | 0 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 539,423 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 437,672 | 0 | 0 | 0 | For |
| Loomis Sayles | 402,775 | 0 | 0 | 0 | For |
| John Hancock | 293,425 | 3 | 3 | 0 | For |
| Charles Schwab | 291,146 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 139,914 | 14 | 14 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 114,309 | 0 | 0 | 0 | For |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 95,430 | 0 | 0 | 0 | For |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 75,780 | 0 | 0 | 0 | For |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 65,419 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 62,700 | 0 | 0 | 0 | For |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 46,262,391 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 8.44% |
| 2 | Vanguard | 5.22% |
| 3 | BlackRock | 3.43% |
| 4 | Fidelity | 1.66% |
| 5 | Royce | 1.21% |
| 6 | Dimensional | 1.17% |
| 7 | AMERICAN BEACON FUNDS | 0.97% |
| 8 | Advisors' Inner Circle Fund III | 0.95% |
| 9 | Loomis Sayles | 0.87% |
| 10 | John Hancock | 0.63% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 14.01% |
| 2 | BlackRock | 3.47% |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.90% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1.83% |
| 5 | Loomis Sayles | 1.55% |
| 6 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.27% |
| 7 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 0.69% |
| 8 | Northern Trust | 0.65% |
| 9 | Charles Schwab | 0.63% |
| 10 | Vanguard | 0.63% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| MAHAN JAMES S III | 14.31% | 13G |
| BlackRock | 7.42% | 13F |
| Vanguard Group | 5.84% | 13F |
| Dimensional Fund Advisors | 3.44% | 13F |
| State Street | 3.11% | 13F |
| Geode Capital | 1.85% | 13F |
| Two Sigma | 0.94% | 13F |
| Northern Trust | 0.70% | 13F |
| Goldman Sachs | 0.69% | 13F |
| Charles Schwab | 0.63% | 13F |
Percentages above are of 46,262,391 shares outstanding, as reported by Live Oak Bancshares, Inc. on its Form 10-Q dated May 4, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Live Oak Bancshares, Inc.’s 10-Q dated May 4, 2026. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At Live Oak Bancshares, Inc.'s shareholder meeting held May 19, 2026, in the 2025-2026 proxy season, 271 asset managers reported how they voted on 14 ballot items in their SEC Form N-PX filings, covering 3,526 separate fund positions. On the most widely held item on that ballot — Say-on-Pay Vote. Non-binding, advisory proposal to approve compensation paid to our named… — FOR was 88% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Live Oak Bancshares, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 22, 2026.
Live Oak Bancshares, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.