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Compiled from SEC Form N-PX filings and Live Oak Bancshares, Inc.’s Form 8-K, filed 2026-05-22 (Item 5.07 on EDGAR). Page generated 04 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 2026-05-22 (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 | 32,897,516 | -- | -- | 2,786,843 | 6,475,534 | Majority: yes |
| Elect Director: William H. Cameron | 26,669,363 | -- | -- | 9,014,996 | 6,475,534 | Majority: yes |
| Elect Director: David G. Lucht | 30,673,278 | -- | -- | 5,011,081 | 6,475,534 | Majority: yes |
| Elect Director: Jeffrey W. Lunsford | 35,491,630 | -- | -- | 192,729 | 6,475,534 | Majority: yes |
| Elect Director: James S. Mahan III | 34,333,132 | -- | -- | 1,351,227 | 6,475,534 | Majority: yes |
| Elect Director: Patrick T. McHenry | 35,317,705 | -- | -- | 366,654 | 6,475,534 | Majority: yes |
| Elect Director: Miltom E. Petty | 28,137,862 | -- | -- | 7,546,497 | 6,475,534 | Majority: yes |
| Elect Director: Neil L. Underwood | 33,623,094 | -- | -- | 2,061,265 | 6,475,534 | Majority: yes |
| Elect Director: Yousef A. Valine | 27,948,286 | -- | -- | 7,736,073 | 6,475,534 | Majority: yes |
| Elect Director: William L. Williams III | 33,678,284 | -- | -- | 2,006,075 | 6,475,534 | Majority: yes |
| Elect Director: Advisory proposal to approve compensation paid to the Company's named executive officers | 31,451,567 | 4,197,280 | 35,512 | -- | 6,475,534 | Majority: yes |
Source: Live Oak Bancshares, Inc., Form 8-K, filed with the SEC on 2026-05-22 — read the filing on EDGAR.
Each item below shows how the 273 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.
Combines 8 wordings of this item as funds reported it.
88% 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”): 31,451,567 for, 4,197,280 against, per its Form 8-K filed 2026-05-22 (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. Of all 46,262,391 outstanding shares: 68% for, 9% against (77% of the company cast a for/against vote).
The 271 asset managers below cast 88% of the shares they voted on this item FOR (27,477,235 for, 3,780,201 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 10,064,470 | 319,935 | 3,076 | 0 | For |
| BlackRock | 3,165,454 | 29,131 | 0 | 0 | For |
| Vanguard | 2,702,107 | 1,561 | 0 | 0 | For |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,339,839 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 1,117,787 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 848,769 | 0 | 0 | 0 | For |
| Fidelity | 794,910 | 0 | 0 | 0 | For |
| Dimensional | 0 | 709,841 | 0 | 0 | Against |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 586,249 | 0 | 0 | 0 | For |
| Charles Schwab | 582,890 | 0 | 0 | 0 | For |
| John Hancock | 575,914 | 3,077 | 9 | 0 | For |
| Royce | 566,739 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 449,983 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 437,672 | 0 | 0 | 0 | For |
| Northern Trust | 316,982 | 5,089 | 0 | 0 | For |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 318,221 | 0 | 0 | 0 | For |
| Focus Partners Wealth | 289,241 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| WHITTIER TRUST CO | 246,647 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 224,530 | 0 | 0 | 0 | For |
| American Century | 203,223 | 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 |
| Trust Co of the South | 167,500 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
Showing the 25 largest of 271 asset managers. See all 271 in the interactive database.
99.9% fund support · no official result
The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (13,994,669 for, 1,631 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,903,485 | 1,563 | 0 | 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 | 0 | 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 | 0 | 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 73 asset managers. See all 73 in the interactive database.
Combines 7 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 66% for, 11% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (11,256,460 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,761,675 | 0 | 144,935 | 0 | For |
| Vanguard | 2,409,530 | 0 | 4,335 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | For |
| Fidelity | 749,211 | 0 | 18,731 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 539,423 | 0 | Abstain |
| 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 | 291,146 | 0 | Abstain |
| WILLIAM BLAIR FUNDS | 271,066 | 0 | 0 | 0 | For |
| Capitol Series Trust | 144,462 | 0 | 0 | 0 | For |
| Northwestern Mutual | 134,750 | 0 | 5,192 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 114,309 | 0 | Abstain |
| American Century | 101,476 | 0 | 0 | 0 | For |
| Brighthouse | 12,435 | 0 | 82,995 | 0 | Abstain |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 65,806 | 0 | 10,340 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 0 | For |
| TIAA | 0 | 0 | 68,306 | 0 | Abstain |
| 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
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 74% for, 3% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (13,018,522 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,871,841 | 0 | 34,769 | 0 | 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 | 1,245 | 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 | 0 | 82,995 | 0 | Abstain |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 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.
99.4% Majority: yes · of votes cast
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 77% for, 0.5% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (13,573,207 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,905,829 | 0 | 781 | 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 |
| 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 | 28 | 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 |
| 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
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 61% for, 16% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (10,532,064 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,678,494 | 0 | 228,116 | 0 | For |
| Vanguard | 2,412,300 | 0 | 1,565 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | For |
| Fidelity | 749,100 | 0 | 18,842 | 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 | 30,792 | 0 | 262,639 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 291,146 | 0 | Abstain |
| WILLIAM BLAIR FUNDS | 0 | 0 | 271,066 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 144,462 | 0 | Abstain |
| Northwestern Mutual | 131,881 | 0 | 8,061 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 114,309 | 0 | Abstain |
| American Century | 0 | 0 | 101,476 | 0 | Abstain |
| Brighthouse | 0 | 0 | 95,430 | 0 | Abstain |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 0 | For |
| TIAA | 0 | 0 | 68,306 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 65,419 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 62,700 | 0 | Abstain |
| DWS | 0 | 0 | 59,790 | 0 | Abstain |
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
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 73% for, 4% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (12,606,661 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,842,932 | 0 | 63,678 | 0 | For |
| Vanguard | 2,413,864 | 0 | 2 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | For |
| Fidelity | 749,211 | 0 | 18,731 | 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 | 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 | 2,281 | 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 | 0 | 82,995 | 0 | Abstain |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 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 8 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 76% for, 0.8% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (13,544,245 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,901,141 | 0 | 5,469 | 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 |
| 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 | 196 | 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 | 51,710 | 0 | 24,070 | 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.
92% Majority: yes · of votes cast
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 71% for, 6% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (12,402,519 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,817,539 | 0 | 89,071 | 0 | 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 | 539,423 | 0 | Abstain |
| 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 | 3,191 | 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 | 0 | 82,995 | 0 | Abstain |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 65,806 | 0 | 10,340 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 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.
75% Majority: yes · of votes cast
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 58% for, 19% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (10,014,585 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,624,973 | 0 | 281,637 | 0 | For |
| Vanguard | 2,412,297 | 0 | 1,568 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | For |
| Fidelity | 749,100 | 0 | 18,842 | 0 | For |
| Royce | 559,982 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 539,423 | 0 | Abstain |
| 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 | Abstain |
| Charles Schwab | 0 | 0 | 291,146 | 0 | Abstain |
| WILLIAM BLAIR FUNDS | 0 | 0 | 271,066 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 144,462 | 0 | Abstain |
| Northwestern Mutual | 129,964 | 0 | 9,978 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 114,309 | 0 | Abstain |
| American Century | 0 | 0 | 101,476 | 0 | Abstain |
| Brighthouse | 0 | 0 | 95,430 | 0 | Abstain |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 65,806 | 0 | 10,340 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 0 | For |
| TIAA | 68,306 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 65,419 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 62,700 | 0 | Abstain |
| DWS | 0 | 0 | 59,790 | 0 | Abstain |
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
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 73% for, 4% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (12,646,663 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,844,104 | 0 | 62,506 | 0 | For |
| Vanguard | 2,413,864 | 0 | 2 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | For |
| Fidelity | 749,211 | 0 | 18,731 | 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 | 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 | 2,239 | 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 | 0 | 82,995 | 0 | Abstain |
| EA Series Trust | 89,149 | 0 | 0 | 0 | For |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 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.
78% Majority: yes · of votes cast
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 2026-05-22 (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. Of all 46,262,391 outstanding shares: 60% for, 17% withheld (77% of the company cast a for/withheld vote).
The 72 asset managers below cast 100% of the shares they voted on this item FOR (10,503,854 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,678,885 | 0 | 227,725 | 0 | For |
| Vanguard | 2,409,527 | 0 | 4,338 | 0 | For |
| BlackRock | 1,285,910 | 0 | 301,192 | 0 | For |
| Fidelity | 749,100 | 0 | 18,842 | 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 | 30,795 | 0 | 262,636 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 291,146 | 0 | Abstain |
| WILLIAM BLAIR FUNDS | 0 | 0 | 271,066 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 144,462 | 0 | Abstain |
| Northwestern Mutual | 131,895 | 0 | 8,047 | 0 | For |
| DIAMOND HILL FUNDS | 130,498 | 0 | 0 | 0 | For |
| State Street | 128,789 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 114,309 | 0 | Abstain |
| American Century | 0 | 0 | 101,476 | 0 | Abstain |
| Brighthouse | 0 | 0 | 95,430 | 0 | Abstain |
| EA Series Trust | 190 | 0 | 88,959 | 0 | Abstain |
| Jackson National | 76,146 | 0 | 0 | 0 | For |
| Equitable | 51,710 | 0 | 24,070 | 0 | For |
| TIAA | 0 | 0 | 68,306 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 65,419 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 62,700 | 0 | Abstain |
| DWS | 0 | 0 | 59,790 | 0 | Abstain |
Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.
74% fund support · no official result
The 72 asset managers below cast 74% of the shares they voted on this item FOR (9,889,498 for, 3,522,465 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,596,064 | 287,887 | 22,658 | 0 | For |
| Vanguard | 2,412,297 | 1,568 | 1 | 0 | For |
| BlackRock | 1,285,910 | 301,192 | 0 | 0 | For |
| 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 | Against |
| 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 | 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 | 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 | For |
| 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.
99.9% fund support · no official result
The 71 asset managers below cast 99.9% of the shares they voted on this item FOR (13,993,388 for, 408 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 3,905,829 | 391 | 0 | 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 | 0 | 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 | 0 | 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 71 asset managers. See all 71 in the interactive database.
Ranked by the number of Live Oak Bancshares, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, 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 | 22.45% |
| 2 | BlackRock | 6.91% |
| 3 | Vanguard | 5.84% |
| 4 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2.90% |
| 5 | Loomis Sayles | 2.42% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.83% |
| 7 | Fidelity | 1.72% |
| 8 | Dimensional | 1.53% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.27% |
| 10 | Charles Schwab | 1.26% |
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 | 14.31% | 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 2026-05-04 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-05-04. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Live Oak Bancshares, Inc.'s shareholder meeting held 2026-05-19, in the 2025-2026 proxy season, 273 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,457 separate fund positions. Their filings are grouped here into 14 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 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 2026-05-22.
Live Oak Bancshares, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).