Welcome to our dedicated page for Bancorp SEC filings (Ticker: TBBK), 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 Bancorp, Inc. filings document the reporting obligations of a Nasdaq-listed financial holding company and its bank subsidiary, The Bancorp Bank, N.A. The company’s 8-K filings cover operating results, Regulation FD investor presentations, executive appointments, credit-rating updates, and material financing events.
Proxy materials describe annual meeting matters, board governance, stockholder voting procedures, and executive compensation disclosures. Registration and capital-structure filings address common stock, risk factors, operating and financial results, and securities offerings, including the company’s senior notes due 2030.
The Bancorp, Inc. (TBBK) filing a Form 144 reports a proposed sale of 900 shares of common stock held in a Pershing, LLC brokerage account on or about 08/22/2025. The filing states the aggregate market value of the shares is $60,777 and that 46,065,385 shares of the class are outstanding. The shares were acquired as restricted stock units (RSUs) granted by the issuer on 05/30/2024, with 2,784 RSU units reported as acquired on that date and paid via the RSU grant. No other securities sales in the past three months are reported. The filer certifies no undisclosed material adverse information.
The Bancorp, Inc. completed a $200,000,000 offering of 7.375% Senior Notes due 2030. The issuance was consummated under an underwriting agreement dated August 14, 2025, among the company, The Bancorp Bank, National Association, and Piper Sandler & Co. The filing references an existing indenture from August 13, 2020, a Second Supplemental Indenture dated August 18, 2025, and a form of the 7.375% Senior Note included with the supplemental indenture. The underwriting agreement contains customary representations, warranties, indemnification rights and termination provisions. The company disclosed the creation of a direct financial obligation in Item 2.03 and included a press release and Inline XBRL cover page as exhibits.
Insider sale reported by Bancorp, Inc. (TBBK): Jeffrey A. Nager, EVP and Head of Commercial Lending, reported selling common stock in multiple open-market transactions on 08/12/2025. The filings state the sales occurred at prices ranging from $66.69 to $66.8773.
The report shows 11,810 shares were disposed and that Mr. Nager's beneficial ownership following the reported transactions is 86,464 shares. No derivative transactions are listed in Table II. The filing provides transaction prices and the resulting share count but does not include explanation for the sales.
William H. Lamb, a director of The Bancorp, Inc. (TBBK), reported changes in his holdings via a Form 4 showing transfers coded as gifts. The reported transactions, dated 08/08/2025, transfer shares into four trusts whose beneficiaries include the reporting person’s grandchildren and a trust for his daughter; the form states the reporting person disclaims beneficial ownership of those trust-held shares.
The filing shows a direct beneficial holding of 218,235 shares following the reported transactions and 10,500 shares reported as indirectly owned (with two additional trust entries of 5,000 shares each listed). The transactions are recorded at $0, consistent with gifts rather than cash sales.
The Bancorp, Inc. (TBBK) filed a Form 144 reporting a proposed sale of 11,810 shares of common stock, with an aggregate market value of $767,650.00, through Capital Investment Brokerage on or about 08/13/2025 on Nasdaq. The filing states 46,065,385 shares outstanding, and the sale amount equals the total of two RSU grants listed.
The securities were acquired as compensation: 11,436 shares from an RSU grant dated 02/09/2024 and 374 shares from an RSU grant dated 02/17/2023. No sales by the person are reported in the past three months. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
The Bancorp, Inc. reported that Wellington Management Group LLP and affiliated Wellington entities beneficially own 2,433,989 shares of The Bancorp common stock (CUSIP 05969A105), representing 5.21% of the class. The reporting pages show 0 sole voting power and 0 sole dispositive power, with 2,433,989 shares held with shared voting and shared dispositive power.
The filing states these securities are owned of record by clients of Wellington investment advisers and were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control.
The Bancorp, Inc. is offering $200,000,000 aggregate principal amount of senior unsecured notes due 2030. The prospectus describes the notes as Bancorp's senior, unsecured and unsubordinated obligations that will rank equally with its other senior unsecured indebtedness and will not be insured by the FDIC. Interest rate and several pricing details are redacted in this filing. The company intends to use net proceeds to redeem or repay $100.0 million of its 4.75% senior notes due August 15, 2025, to fund its share repurchase program, and for general corporate purposes, including capital for the Bank.
The filing discloses key balance-sheet figures as of June 30, 2025: customer-facing lending segments including securities- and insurance-backed lines, lease financing, small business and bridge loans and consumer fintech loans totaling multiple portfolio balances (for example, real estate bridge loans of $2.14 billion and direct lease financing of $698.1 million), an investment portfolio of $1.48 billion, total liabilities of approximately $7.98 billion, cash and cash equivalents of $340.265 million (actual) and $439.874 million (as adjusted), and total capitalization of $983.956 million (actual) and $1,083.565 million (as adjusted).