SCHEDULE: Live Oak Sponsor V Reports 20% Stake in Live Oak V

Live Oak Sponsor V, LLC and Richard Hendrix report a 20% beneficial ownership stake in Live Oak Acquisition Corp. V, primarily through Class B ordinary shares.

Summary

• Live Oak Sponsor V, LLC and Richard Hendrix, collectively referred to as the Reporting Persons, filed a Schedule 13G reporting beneficial ownership in Live Oak Acquisition Corp. V.
• The Reporting Persons beneficially own 5,750,000 Class B ordinary shares of Live Oak Acquisition Corp. V.
• This ownership represents 20.0% of the total Class A ordinary shares outstanding, calculated assuming the conversion of all 5,750,000 Class B ordinary shares.
• Class B ordinary shares are automatically convertible into Class A ordinary shares on a one-for-one basis at the time of the issuer's initial business combination or earlier at the option of the holder.
• Richard Hendrix, as the sole managing member of Live Oak Sponsor V, LLC, is deemed to have shared voting and dispositive power over the shares held by the Sponsor.
• The percentage calculation is based on 23,000,000 Class A ordinary shares and 5,750,000 Class B ordinary shares issued and outstanding as of November 12, 2025.
• The reported ownership excludes 4,500,000 Class A ordinary shares that could be acquired by exercising warrants held by the Sponsor, which are not presently exercisable.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure, typical for a SPAC sponsor reporting their initial ownership stake as required by SEC regulations. It does not convey new positive or negative operational information.

Future Outlook

The filing indicates that the Class B ordinary shares held by the Reporting Persons will automatically convert into Class A ordinary shares upon the issuer's initial business combination, or earlier at the option of the holder, which outlines a future change in the capital structure.

Management Comments

• Richard Hendrix disclaims any beneficial ownership of the reported ordinary shares other than to the extent of any pecuniary interest he may have therein, directly or indirectly.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures for significant ownership stakes, particularly common for SPAC sponsors who hold founder shares. This filing provides transparency regarding the foundational ownership structure of Live Oak Acquisition Corp. V.

Related Party Transactions

• Live Oak Sponsor V, LLC is the record holder of 5,750,000 Class B ordinary shares of Live Oak Acquisition Corp. V.
• Richard Hendrix, Chairman of the Board of Directors and Chief Executive Officer of Live Oak Acquisition Corp. V, is the sole managing member of Live Oak Sponsor V, LLC and has voting and investment discretion over the securities held by the Sponsor.

Stakeholder Impact

• Shareholders are informed of the significant beneficial ownership stake held by the SPAC's sponsor and its principal, which is a standard disclosure for corporate transparency.
• The conversion feature of Class B shares to Class A shares upon a business combination clarifies the future capital structure for investors.

Next Steps

• Conversion of Class B ordinary shares into Class A ordinary shares upon the issuer's initial business combination or earlier at the holder's option.

Key Dates

Recommendation

This Schedule 13G filing is a routine disclosure of beneficial ownership by the SPAC sponsor and its principal. It does not provide new information regarding the company's operational performance or a potential business combination, which are key drivers for SPAC valuation. Therefore, a 'hold' recommendation is appropriate as investors await further strategic developments.

Keywords

Live Oak Acquisition Corp. V, Live Oak Sponsor V, Richard Hendrix, Schedule 13G, beneficial ownership, Class A ordinary shares, Class B ordinary shares, SPAC, founder shares