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Compiled from SEC Form N-PX filings and LIVE OAK BANCSHARES INC.’s Form 8-K, filed 2025-05-22 (Item 5.07 on EDGAR). Page generated 02 October 2026.
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 2025-05-22 (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 | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Tonya W. Bradford | 27,578,453 | -- | 7,813,046 | 7,813,046 | 5,373,005 | Majority: yes |
| Elect Director: William H. Cameron | 27,501,726 | -- | 7,889,773 | 7,889,773 | 5,373,005 | Majority: yes |
| Elect Director: David G. Lucht | 20,278,868 | -- | 15,112,631 | 15,112,631 | 5,373,005 | Majority: yes |
| Elect Director: James S. Mahan III | 28,681,971 | -- | 6,709,528 | 6,709,528 | 5,373,005 | Majority: yes |
| Elect Director: Miltom E. Petty | 25,363,339 | -- | 10,028,160 | 10,028,160 | 5,373,005 | Majority: yes |
| Elect Director: Neil L. Underwood | 28,073,437 | -- | 7,318,062 | 7,318,062 | 5,373,005 | Majority: yes |
| Elect Director: Yousef A. Valine | 27,256,925 | -- | 8,134,574 | 8,134,574 | 5,373,005 | Majority: yes |
| Elect Director: William L. Williams III | 28,680,983 | -- | 6,710,516 | 6,710,516 | 5,373,005 | Majority: yes |
| Elect Director: Advisory proposal to approve compensation paid to the Company's named executive officers | 23,718,679 | 11,611,710 | 61,110 | 61,110 | 5,373,005 | Majority: yes |
| Elect Director: Advisory proposal regarding the frequency of future advisory votes on executive compensation | 33,289,799 | 694,777 | 1,396,152 | 1,396,152 | 10,771 | Majority: yes |
Source: LIVE OAK BANCSHARES INC., Form 8-K, filed with the SEC on 2025-05-22 — read the filing on EDGAR.
Each item below shows how the 253 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of LIVE OAK BANCSHARES INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2025-05-20.
Combines 13 wordings of this item as funds reported it.
67% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Advisory proposal to approve compensation paid to the Company's named executive officers”): 23,718,679 for, 11,611,710 against, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 248 asset managers below cast 57% of the shares they voted on this item FOR (19,508,727 for, 14,465,069 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 9,234,943 | 1,177,605 | 6,179 | 0 | For |
| Capital Group | 3,395,717 | 0 | 0 | 0 | For |
| Vanguard | 10 | 2,706,711 | 0 | 0 | Against |
| BlackRock | 2,512,344 | 22,176 | 0 | 0 | For |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 0 | 1,531,662 | 0 | 0 | Against |
| State Street | 386,581 | 1,040,965 | 0 | 0 | Against |
| Dimensional | 0 | 1,384,411 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 730,438 | 0 | 0 | Against |
| Fidelity | 13,896 | 708,824 | 0 | 0 | Against |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| John Hancock | 26,817 | 569,452 | 18 | 0 | Against |
| AMERICAN BEACON FUNDS | 0 | 586,471 | 0 | 0 | Against |
| AMERIPRISE FINANCIAL INC | 579,552 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 560,398 | 0 | 0 | Against |
| Advisors' Inner Circle Fund III | 367,946 | 141 | 0 | 0 | For |
| Trust Co of the South | 0 | 330,600 | 0 | 0 | Against |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 311,621 | 0 | 0 | 0 | For |
| Nuveen | 304,420 | 0 | 0 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| Northern Trust | 268,052 | 9,014 | 0 | 0 | For |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 266,120 | 0 | 0 | 0 | For |
| American Century | 0 | 259,251 | 0 | 0 | Against |
| Equitable | 169,978 | 36,470 | 0 | 0 | For |
| DE Shaw | 0 | 161,892 | 0 | 0 | Against |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0 | 149,390 | 0 | 0 | Against |
Showing the 25 largest of 248 asset managers. See all 248 in the interactive database.
Meeting held 2025-05-20.
Combines 12 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Advisory proposal regarding the frequency of future advisory votes on executive compensation”): 33,289,799 for, 694,777 against, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 242 asset managers below cast 31% of the shares they voted on this item FOR (4,639 for, 10,469 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 0 | 0 | 0 | 0 | One Year |
| Capital Group | 0 | 0 | 0 | 0 | 1Yr |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| BlackRock | 0 | 0 | 0 | 0 | 1 Year |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 0 | 0 | 0 | 0 | 1 Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| DIAMOND HILL FUNDS | 0 | 0 | 0 | 0 | 1 Year |
| John Hancock | 0 | 0 | 0 | 0 | One Year |
| AMERICAN BEACON FUNDS | 0 | 0 | 0 | 0 | One Year |
| AMERIPRISE FINANCIAL INC | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 0 | 1 Year |
| Trust Co of the South | 0 | 0 | 0 | 0 | 1 Year |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 0 | 0 | 0 | 0 | 1 Year |
| Nuveen | 0 | 0 | 0 | 0 | One Year |
| TIAA | 0 | 0 | 0 | 0 | One Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 0 | 0 | 0 | 0 | 1 Year |
| American Century | 0 | 0 | 0 | 0 | One Year |
| Equitable | 0 | 0 | 0 | 0 | One Year |
| DE Shaw | 0 | 0 | 0 | 0 | One Year |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0 | 0 | 0 | 0 | 1 Year |
Showing the 25 largest of 242 asset managers. See all 242 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
57% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: David G. Lucht”): 20,278,868 for, 15,112,631 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (7,166,034 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 753,518 | 0 | 3,275,988 | 0 | Abstain |
| Vanguard | 2,575,245 | 0 | 6,751 | 0 | For |
| Capital Group | 0 | 0 | 1,669,177 | 0 | Abstain |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 0 | 586,471 | 0 | Abstain |
| State Street | 198,686 | 0 | 267,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 367,946 | 0 | 141 | 0 | For |
| TIAA | 0 | 0 | 299,149 | 0 | Abstain |
| John Hancock | 5,637 | 0 | 292,183 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 280,196 | 0 | Abstain |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 25,781 | 0 | 112,087 | 0 | Abstain |
| American Century | 0 | 0 | 129,530 | 0 | Abstain |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 70,720 | 0 | Abstain |
| WisdomTree | 70,536 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
81% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: James S. Mahan III”): 28,681,971 for, 6,709,528 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (12,970,383 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,877,867 | 0 | 151,639 | 0 | For |
| Vanguard | 2,575,496 | 0 | 6,500 | 0 | For |
| Capital Group | 1,669,177 | 0 | 0 | 0 | For |
| BlackRock | 1,332,770 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 0 | 586,471 | 0 | Abstain |
| State Street | 198,732 | 0 | 267,099 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 367,946 | 0 | 141 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 29,057 | 0 | 268,763 | 0 | Abstain |
| Charles Schwab | 280,196 | 0 | 0 | 0 | For |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 132,905 | 0 | 4,963 | 0 | For |
| American Century | 129,530 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 85,692 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 70,720 | 0 | 0 | 0 | For |
| WisdomTree | 70,536 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
72% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Miltom E. Petty”): 25,363,339 for, 10,028,160 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (10,640,694 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,827,095 | 0 | 202,411 | 0 | For |
| Vanguard | 2,575,245 | 0 | 6,751 | 0 | For |
| Capital Group | 0 | 0 | 1,669,177 | 0 | Abstain |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 0 | 586,471 | 0 | Abstain |
| State Street | 198,686 | 0 | 267,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 367,946 | 0 | 141 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 28,677 | 0 | 269,143 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 280,196 | 0 | Abstain |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 131,168 | 0 | 6,700 | 0 | For |
| American Century | 0 | 0 | 129,530 | 0 | Abstain |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 70,720 | 0 | Abstain |
| WisdomTree | 0 | 0 | 70,536 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Neil L. Underwood”): 28,073,437 for, 7,318,062 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (12,622,254 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,860,943 | 0 | 168,563 | 0 | For |
| Vanguard | 2,575,245 | 0 | 6,751 | 0 | For |
| Capital Group | 1,669,177 | 0 | 0 | 0 | For |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 0 | 586,471 | 0 | Abstain |
| State Street | 198,686 | 0 | 267,145 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 368,087 | 0 | 0 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 28,930 | 0 | 268,890 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 280,196 | 0 | Abstain |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 132,326 | 0 | 5,542 | 0 | For |
| American Century | 129,530 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 70,720 | 0 | 0 | 0 | For |
| WisdomTree | 70,536 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
78% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Tonya W. Bradford”): 27,578,453 for, 7,813,046 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (11,415,558 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,907,282 | 0 | 122,224 | 0 | For |
| Vanguard | 2,575,496 | 0 | 6,500 | 0 | For |
| Capital Group | 0 | 0 | 1,669,177 | 0 | Abstain |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 586,471 | 0 | 0 | 0 | For |
| State Street | 198,732 | 0 | 267,099 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 367,946 | 0 | 141 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 29,277 | 0 | 268,543 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 280,196 | 0 | Abstain |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 133,911 | 0 | 3,957 | 0 | For |
| American Century | 0 | 0 | 129,530 | 0 | Abstain |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 70,720 | 0 | Abstain |
| WisdomTree | 0 | 0 | 70,536 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
78% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: William H. Cameron”): 27,501,726 for, 7,889,773 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (11,412,612 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,904,462 | 0 | 125,044 | 0 | For |
| Vanguard | 2,575,496 | 0 | 6,500 | 0 | For |
| Capital Group | 0 | 0 | 1,669,177 | 0 | Abstain |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 586,471 | 0 | 0 | 0 | For |
| State Street | 198,732 | 0 | 267,099 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 367,946 | 0 | 141 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 29,256 | 0 | 268,564 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 280,196 | 0 | Abstain |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 133,815 | 0 | 4,053 | 0 | For |
| American Century | 0 | 0 | 129,530 | 0 | Abstain |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 70,720 | 0 | Abstain |
| WisdomTree | 0 | 0 | 70,536 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
81% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: William L. Williams III”): 28,680,983 for, 6,710,516 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (12,973,333 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,875,046 | 0 | 154,460 | 0 | For |
| Vanguard | 2,575,496 | 0 | 6,500 | 0 | For |
| Capital Group | 1,669,177 | 0 | 0 | 0 | For |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 0 | 0 | 1,203,307 | 0 | Abstain |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 0 | 586,471 | 0 | Abstain |
| State Street | 198,732 | 0 | 267,099 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 368,087 | 0 | 0 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 29,036 | 0 | 268,784 | 0 | Abstain |
| Charles Schwab | 280,196 | 0 | 0 | 0 | For |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 132,808 | 0 | 5,060 | 0 | For |
| American Century | 129,530 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 85,692 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 70,720 | 0 | 0 | 0 | For |
| WisdomTree | 70,536 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 7 wordings of this item as funds reported it.
77% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Yousef A. Valine”): 27,256,925 for, 8,134,574 withheld, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 76 asset managers below cast 100% of the shares they voted on this item FOR (11,993,285 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,895,597 | 0 | 133,909 | 0 | For |
| Vanguard | 2,575,245 | 0 | 6,751 | 0 | For |
| Capital Group | 0 | 0 | 1,669,177 | 0 | Abstain |
| BlackRock | 1,313,475 | 0 | 19,295 | 0 | For |
| Dimensional | 1,203,307 | 0 | 0 | 0 | For |
| Fidelity | 711,072 | 0 | 7,800 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 0 | 0 | 586,471 | 0 | Abstain |
| State Street | 198,732 | 0 | 267,099 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 368,087 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 299,149 | 0 | Abstain |
| John Hancock | 29,942 | 0 | 267,878 | 0 | Abstain |
| Charles Schwab | 280,196 | 0 | 0 | 0 | For |
| Equitable | 169,978 | 0 | 36,470 | 0 | For |
| Northwestern Mutual | 133,511 | 0 | 4,357 | 0 | For |
| American Century | 0 | 0 | 129,530 | 0 | Abstain |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 70,792 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 70,720 | 0 | Abstain |
| WisdomTree | 0 | 0 | 70,536 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 64,860 | 0 | Abstain |
| DWS | 0 | 0 | 59,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 0 | 50,000 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 40,400 | 0 | Abstain |
Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.
Meeting held 2025-05-20.
Combines 2 wordings of this item as funds reported it.
99.7% fund support · no official result
The 74 asset managers below cast 99.7% of the shares they voted on this item FOR (16,146,706 for, 37,380 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 4,027,088 | 1,612 | 806 | 0 | For |
| Vanguard | 2,581,996 | 0 | 0 | 0 | For |
| Capital Group | 1,669,177 | 0 | 0 | 0 | For |
| BlackRock | 1,332,770 | 0 | 0 | 0 | For |
| Dimensional | 1,203,307 | 0 | 0 | 0 | For |
| Fidelity | 718,872 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 678,745 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 586,471 | 0 | 0 | 0 | For |
| State Street | 465,831 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 368,087 | 0 | 0 | 0 | For |
| TIAA | 299,149 | 0 | 0 | 0 | For |
| John Hancock | 297,802 | 12 | 6 | 0 | For |
| Charles Schwab | 280,196 | 0 | 0 | 0 | For |
| Equitable | 206,448 | 0 | 0 | 0 | For |
| Northwestern Mutual | 137,785 | 55 | 28 | 0 | For |
| American Century | 129,530 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 85,692 | 0 | 0 | 0 | For |
| Capitol Series Trust | 70,792 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 70,720 | 0 | 0 | 0 | For |
| WisdomTree | 70,536 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 64,860 | 0 | 0 | 0 | For |
| DWS | 59,983 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 58,465 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 50,000 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 40,400 | 0 | 0 | 0 | For |
Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.
Meeting held 2025-05-20.
98% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Advisory proposal regarding the frequency of future advisory votes on executive compensation”): 33,289,799 for, 694,777 against, per its Form 8-K filed 2025-05-22 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GuideStone | 0 | 0 | 0 | 0 | One Year |
| Empower | 0 | 0 | 0 | 0 | One Year |
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
Meeting held 2025-05-20.
97% fund support · no official result
The 2 asset managers below cast 97% of the shares they voted on this item FOR (10,000 for, 259 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Focus Partners Wealth | 10,000 | 0 | 0 | 0 | For |
| River Street Advisors LLC | 0 | 259 | 0 | 0 | Against |
Meeting held 2025-05-20.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (21,893 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GuideStone | 14,493 | 0 | 0 | 0 | For |
| Empower | 7,400 | 0 | 0 | 0 | For |
Meeting held 2024-05-21 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
76% Majority: yes · of votes cast
LIVE OAK BANCSHARES INC.’s own tally for this item (“Elect Director: Advisory proposal to approve compensation paid to the Company's named executive officers”): 25,458,768 for, 7,841,289 against, per its Form 8-K filed 2024-05-23 (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. Of all 45,607,984 outstanding shares: 56% for, 17% against (73% of the company cast a for/against vote).
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 57 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 57 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of LIVE OAK BANCSHARES INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 45,607,984 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 22.84% |
| 2 | Capital Group | 7.45% |
| 3 | Vanguard | 5.93% |
| 4 | BlackRock | 5.56% |
| 5 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.36% |
| 6 | State Street | 3.13% |
| 7 | Dimensional | 3.04% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.60% |
| 9 | Fidelity | 1.58% |
| 10 | DIAMOND HILL FUNDS | 1.49% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| MAHAN JAMES S III | 14.51% | 13G |
| BlackRock | 5.92% | 13F |
| Vanguard Group | 5.83% | 13F |
| Dimensional Fund Advisors | 3.13% | 13F |
| State Street | 2.78% | 13F |
| Geode Capital | 1.74% | 13F |
| Millennium Management | 1.51% | 13F |
| D.E. Shaw | 0.84% | 13F |
| Nuveen | 0.82% | 13F |
| Citadel Advisors | 0.70% | 13F |
Percentages above are of 45,607,984 shares outstanding, as reported by LIVE OAK BANCSHARES INC. on its Form 10-Q dated 2025-05-06 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2025-05-06. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At LIVE OAK BANCSHARES INC.'s shareholder meeting held 2025-05-20, in the 2024-2025 proxy season, 253 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,111 separate fund positions. Their filings are grouped here into 15 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. 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 67% 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 2025-05-22.
LIVE OAK BANCSHARES INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.