FinObservatory

SEC filings / CIK 1462120

LIVE OAK BANCSHARES, INC.

State commercial banks, NC. 11 10-K filer-years in this dataset, the most recent for FY2025, filed Feb 27, 2026. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2025pFeb 27, 2026$15.13bn$13.69bn$1.25bn-$44.7mn/an/an/a15.5%
2024Mar 18, 2025$12.94bn$11.76bn$999.0m-$82.3mn/an/an/a17.1%
2023Feb 22, 2024$11.27bn$10.28bn$902.7m-$84.7mn/an/an/a17.3%
2022Feb 23, 2023$9.86bn$8.88bn$811.0m-$92.3mn/an/an/a16.0%
2021Feb 24, 2022$8.21bn$7.11bn$715.1m$1.9mn/an/an/a12.0%
2020Feb 25, 2021$7.87bn$5.71bn$567.9m$21.5mn/an/an/a9.5%
2019Feb 27, 2020$4.81bn$4.23bn$532.4m$11.7mn/an/an/a8.6%
2018Feb 27, 2019$3.67bn$3.15bn$493.6m-$1.7mn/an/an/a12.2%
2017Mar 8, 2018$2.76bn$2.26bn$436.9m-$1.0mn/an/an/a11.3%
2016Mar 9, 2017$1.76bn$1.49bn$222.8m-$652kn/an/an/a10.0%
2015Mar 14, 2016$1.05bn$804.8m$199.5m-$192kn/an/an/a9.6%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.