LOKV

LOKV
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $0 | $339.323K ▼ | $2.109M ▲ | 0% | $0.092 ▲ | $0 ▲ |
| Q2-2025 | $0 | $344.292K ▼ | $2.098M ▲ | 0% | $0.07 ▲ | $-344.292K ▲ |
| Q1-2025 | $0 | $7.022M ▲ | $-6.304M ▼ | 0% | $-0.5 ▼ | $-7.022M ▼ |
| Q4-2024 | $0 | $18.571K | $-18.571K | 0% | $-0.001 | $-18.571K |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $1.949M ▼ | $238.863M ▲ | $14.176M ▲ | $-12.072M ▼ |
| Q2-2025 | $2.178M ▼ | $236.695M ▲ | $14.117M ▲ | $222.578M ▲ |
| Q1-2025 | $2.249M | $234.378M | $13.898M | $220.48M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q2-2025 | $2.098M ▲ | $-67.968K ▲ | $0 ▲ | $-3.205K ▼ | $-71.173K ▼ | $-67.97K ▲ |
| Q1-2025 | $-6.304M | $-363.879K | $-231.15M | $233.763M | $2.249M | $-363.879K |
Five-Year Company Overview
Income Statement

Balance Sheet

Cash Flow

Competitive Edge

Innovation and R&D

Summary
LOKV today is best viewed as a bridge: a cash shell created to bring Teamshares to the public markets. Its historical financial statements mainly reflect the mechanics and costs of the SPAC structure, not the health of an operating business. The investment story, risks, and opportunities are therefore tied to Teamshares—its ability to scale employee-ownership transitions, maintain performance across acquired small businesses, and deepen its technology and financial-services platform. Key uncertainties include completion of the merger on planned terms, how much cash remains after shareholder redemptions, and Teamshares’ execution in integrating many small, dispersed companies over time.
About Live Oak Acquisition Corp. V Class A Ordinary Shares
https://www.liveoakacq.comLive Oak Acquisition Corp. V does not have significant operations. It focuses on effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2024 and is based in Memphis, Tennessee.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $0 | $339.323K ▼ | $2.109M ▲ | 0% | $0.092 ▲ | $0 ▲ |
| Q2-2025 | $0 | $344.292K ▼ | $2.098M ▲ | 0% | $0.07 ▲ | $-344.292K ▲ |
| Q1-2025 | $0 | $7.022M ▲ | $-6.304M ▼ | 0% | $-0.5 ▼ | $-7.022M ▼ |
| Q4-2024 | $0 | $18.571K | $-18.571K | 0% | $-0.001 | $-18.571K |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $1.949M ▼ | $238.863M ▲ | $14.176M ▲ | $-12.072M ▼ |
| Q2-2025 | $2.178M ▼ | $236.695M ▲ | $14.117M ▲ | $222.578M ▲ |
| Q1-2025 | $2.249M | $234.378M | $13.898M | $220.48M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q2-2025 | $2.098M ▲ | $-67.968K ▲ | $0 ▲ | $-3.205K ▼ | $-71.173K ▼ | $-67.97K ▲ |
| Q1-2025 | $-6.304M | $-363.879K | $-231.15M | $233.763M | $2.249M | $-363.879K |
Five-Year Company Overview
Income Statement

Balance Sheet

Cash Flow

Competitive Edge

Innovation and R&D

Summary
LOKV today is best viewed as a bridge: a cash shell created to bring Teamshares to the public markets. Its historical financial statements mainly reflect the mechanics and costs of the SPAC structure, not the health of an operating business. The investment story, risks, and opportunities are therefore tied to Teamshares—its ability to scale employee-ownership transitions, maintain performance across acquired small businesses, and deepen its technology and financial-services platform. Key uncertainties include completion of the merger on planned terms, how much cash remains after shareholder redemptions, and Teamshares’ execution in integrating many small, dispersed companies over time.

CEO
Richard J. Hendrix
Compensation Summary
(Year 2024)

CEO
Richard J. Hendrix
Compensation Summary
(Year 2024)
Ratings Snapshot
Rating : C
Institutional Ownership

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
2M Shares
$20.5M

MAGNETAR FINANCIAL LLC
1.75M Shares
$17.938M

TENOR CAPITAL MANAGEMENT CO., L.P.
1.75M Shares
$17.938M

ARISTEIA CAPITAL LLC
1.425M Shares
$14.606M

LINDEN ADVISORS LP
1.1M Shares
$11.275M

SCULPTOR CAPITAL LP
1.1M Shares
$11.275M

AQR ARBITRAGE LLC
1.021M Shares
$10.462M

D. E. SHAW & CO., INC.
905.275K Shares
$9.279M

ALBERTA INVESTMENT MANAGEMENT CORP
750K Shares
$7.688M

TWO SIGMA INVESTMENTS, LP
725K Shares
$7.431M

LMR PARTNERS LLP
700K Shares
$7.175M

RADCLIFFE CAPITAL MANAGEMENT, L.P.
575K Shares
$5.894M

WESTCHESTER CAPITAL MANAGEMENT, LLC
550.046K Shares
$5.638M

PICTON MAHONEY ASSET MANAGEMENT
500K Shares
$5.125M

RIVERNORTH CAPITAL MANAGEMENT, LLC
499.872K Shares
$5.124M

HGC INVESTMENT MANAGEMENT INC.
450K Shares
$4.612M

HBK INVESTMENTS L P
400K Shares
$4.1M

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
400K Shares
$4.1M

MILLENNIUM MANAGEMENT LLC
365.468K Shares
$3.746M

MOORE CAPITAL MANAGEMENT, LP
350K Shares
$3.587M
Summary
Only Showing The Top 20

