Welcome to our dedicated page for LIVE OAK ACQUISITION V SEC filings (Ticker: LOKVU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Live Oak Acquisition Corp. V (Nasdaq: LOKVU) focuses on the regulatory documents that explain how this blank check company in the Financial Services sector structures its capital, manages its trust account, and pursues a business combination. As a SPAC and shell company, Live Oak Acquisition Corp. V relies on SEC filings to describe its initial public offering, unit and warrant terms, and the legal framework for merging with one or more businesses.
In connection with its proposed business combination with Teamshares Inc., Live Oak Acquisition Corp. V has announced the confidential submission of a draft registration statement on Form S-4 to the U.S. Securities and Exchange Commission. When publicly filed and declared effective, a Form S-4 for this transaction is expected to contain a proxy statement/prospectus that provides detailed information about the proposed combination, the structure of the combined company, and the rights of existing shareholders.
For a SPAC such as Live Oak Acquisition Corp. V, key SEC filings typically include registration statements describing the initial public offering of units, disclosures about the trust account holding offering proceeds, and documents outlining the terms of warrants and redemption rights. In the context of the Teamshares transaction, additional filings are expected to address risk factors, transaction terms, and governance arrangements for the combined company.
On Stock Titan, Live Oak Acquisition Corp. V filings can be reviewed alongside AI-powered summaries that help explain the purpose and implications of complex documents. This includes highlighting the sections of a Form S-4 that discuss the background of the business combination, financial information about the target business, and the conditions required for closing. As new filings are made available through the SEC’s EDGAR system, they can be accessed and interpreted to understand how Live Oak Acquisition Corp. V progresses from its IPO stage toward a potential completed transaction.
Live Oak Acquisition Corp. V is seeking shareholder approval to consummate a business combination with Teamshares Inc. under an Agreement and Plan of Merger. The Merger Consideration is structured as $525.0 million (plus any interim financings) valued at $10.00 per share, with additional contingent Earnout Shares of up to 6,000,000 Combined Company Common Stock tied to post-closing price targets or a qualifying change-of-control during a five-year earnout period.
The proposal contemplates domestication of Live Oak into Delaware, two-step mergers, an Initial PIPE Investment of 13,750,000 shares for approximately $126.5 million, and issuance of founder, sponsor and warrant securities (including 5,750,000 sponsor shares and 4,500,000 sponsor warrants). Pro forma ownership assumptions (excluding Earnout Shares) show Public Shareholders ~26%, Sponsor ~4%, and Teamshares Stockholders ~55% immediately after Closing.
Live Oak Acquisition Corp. V updated its planned merger with Teamshares Inc. by signing a First Amendment to their Merger Agreement. Certain preferred shareholders of Teamshares may now elect a liquidation preference at closing and in return give up their right to future Earnout Shares.
The amendment also calls for the SPAC to assume both in-the-money vested and unvested Company stock options and convert them into options for SPAC common stock. Separately, a Second Letter Agreement Amendment allows up to 1,150,000 Incentive Founder Shares to be released from transfer restrictions at closing if they are used to secure interim financing or non‑redemption commitments from public shareholders.
Live Oak Acquisition Corp. V furnished an investor presentation from a March 31, 2026 investor day for its proposed business combination with Teamshares Inc. The materials describe Teamshares as a tech-enabled acquirer of small and mid-sized businesses and outline a programmatic acquisition model.
The presentation highlights a pro forma enterprise value of $825 million, a $126 million common equity PIPE at $9.20 per share, and a plan to grow pro forma adjusted EBITDA from $19 million in 2025 to $100 million in 2027. It also notes a targeted acquisition EBITDA multiple around the mid-single digits and a reported 22% return on equity metric for recent deals.
Extensive risk disclosures emphasize that results depend on completing the merger, managing redemptions, securing and refinancing debt, and maintaining exchange listing. The materials state that Teamshares’ auditor included a going concern explanatory paragraph tied to refinancing key credit facilities, and that forward-looking projections and non-GAAP measures involve significant assumptions.
Live Oak Acquisition Corp. V is a Cayman Islands-based SPAC that completed an IPO of 23,000,000 units at $10.00 per unit, placing $231,150,000 in a Nasdaq-traded trust while it searches for a business combination.
On November 14, 2025 it signed a Merger Agreement to combine with Teamshares, a tech-enabled acquirer of small businesses with consolidated revenue over $400 million. Teamshares stockholders and in-the-money option holders are slated to receive shares of new common stock valued at $525,000,000 at $10.00 per share, plus any converted interim financing, with up to 6,000,000 additional earnout shares tied to future share-price targets or a qualifying change of control.
The deal is supported by a PIPE commitment for 13,695,652 shares at $9.20 per share for $126.0 million and requires at least $120,000,000 of combined trust and financing cash at closing. Live Oak must complete a business combination by March 3, 2027 or liquidate the trust, and public shareholders will have redemption rights at a per-share amount that was about $10.39 as of December 31, 2025.
Live Oak Acquisition Corp. V director Somsak Chivavibul filed an initial Form 3, which is a statement of beneficial ownership for insiders. This filing lists him as a director of the company but does not report any buy, sell, acquire, or dispose transactions in this submission.
Live Oak Acquisition Corp. V reported that its Board appointed Somak Chivavibul as a Class I director, effective February 25, 2026. The Board determined he is an independent director and named him to the audit committee and as chair of the compensation committee.
Chivavibul, age 59, brings over 25 years of experience in public company financial management, capital markets, strategic planning, and risk oversight, including senior finance roles at Navient and Sallie Mae. The company states there are no related-party transactions or family relationships involving him, and he entered into standard director letter and indemnification agreements similar to those of current officers and directors.
Healthcare of Ontario Pension Plan Trust Fund (HOOPP) filed an amended Schedule 13G reporting its position in Live Oak Acquisition Corp. V. HOOPP now reports beneficial ownership of 0 Class A ordinary shares, representing 0% of the class, as of the event date 12/31/2025. The fund indicates it has no sole or shared voting or dispositive power over any shares. HOOPP describes itself as a pension plan trust formed under the laws of Ontario, Canada and states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Live Oak Acquisition Corp. V received a Schedule 13G reporting that Live Oak Sponsor V, LLC and its managing member Richard Hendrix beneficially own 5,750,000 of the company’s Class B ordinary shares. These Class B shares automatically convert into Class A ordinary shares at the time of the initial business combination or earlier at the holder’s option on a one-for-one basis.
The 5,750,000 Class B shares represent 20% of the Class A ordinary shares, based on 23,000,000 Class A shares outstanding as of November 12, 2025, assuming full conversion of the Class B shares. The Sponsor holds sole voting and dispositive power over these shares, while Hendrix is deemed to share voting and dispositive power through his control of the Sponsor and disclaims beneficial ownership except to the extent of his pecuniary interest.
Sculptor Capital and affiliates report a 4.78% stake in Live Oak Acquisition Corp V, representing 1,100,000 Class A Ordinary Shares. The filing shows shared voting and dispositive power over these 1,100,000 shares; no sole voting or dispositive power is asserted. The percentage is calculated using 23,000,000 Common Shares outstanding as disclosed in the issuer's 10-K.
The Schedule 13G/A identifies multiple related entities (Sculptor Capital LP, Sculptor Capital II LP, holding companies and funds) as reporting persons and includes a certification stating the holdings were not acquired to change or influence issuer control. The filing is signed by Wayne Cohen on 08/14/2025.
AQR Capital Management, together with AQR Capital Management Holdings and AQR Arbitrage, reports beneficial ownership of 1,020,682 Class A ordinary shares of Live Oak Acquisition Corp. V, representing 4.44% of the class. The disclosure is filed on a Schedule 13G/A and states the reporting persons have shared voting power and shared dispositive power over the 1,020,682 shares and report no sole voting or dispositive power.
The filing records the ownership as within the “5 percent or less” category and confirms the AQR entities filed jointly, noting AQR Capital Management Holdings is the parent of AQR Capital Management and that AQR Arbitrage is deemed controlled by AQR Capital Management.