Bancorp, Inc.
TBBK · National Commercial Banks · 41.6M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $89M (gross $100M, SBC $11M)
Reference price $58.77 · est. market cap ~$2.4B — last insider purchase, 2026-05-04 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80The Bancorp — high-return banking-as-a-service / fintech-sponsor bank.
Strengths
- ROE 33.1% (100th pct), ROA (99th), strong FCF (79th)
- Low-cost fintech-program deposit funding
Risks
- Program-partner and BaaS-compliance risk
- Credit-product (fintech-lending) concentration
Notable findings
- Strong balance sheetStrong balance sheet — $113M cash & investments
- Insider buyingInsider buying — 14 open-market buy(s) by 3 insider(s) (cluster of 3 insiders, ~$808,242, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 3 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$1M, last 6mo) Form 4 ↗
Key metrics
Return on equity
33.1%
Return on assets
2.4%
Net-income growth
4.9%
Free cash flow
$258M
Tangible book value
$689M
Cash & investments
$113M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-11 | Connolly Mark Leo | Inherited | 3.2K | — |
| 2026-05-27 | Creuzot Cheryl | Grant | 2.2K | — |
| 2026-05-27 | KOZLOV HERSH | Grant | 3.6K | — |
| 2026-05-27 | Cohn Matthew | Grant | 2.2K | — |
| 2026-05-27 | Lamb William H | Grant | 2.2K | — |
| 2026-05-27 | McEntee James J III | Grant | 3.6K | — |
| 2026-05-27 | Mudick Stephanie B | Grant | 3.6K | — |
| 2026-05-27 | Brockman Todd J. | Grant | 3.6K | — |
| 2026-05-27 | Allen Dwayne | Grant | 2.2K | — |
| 2026-05-27 | TRYNISKI MARK E | Grant | 3.6K | — |
| 2026-05-04 | Cohn Matthew | Buy | 250 | $58.77 |
| 2026-05-01 | Cohn Matthew | Buy | 1.5K | $59.50 |
| 2026-05-01 | Cohn Matthew | Buy | 500 | $59.76 |
| 2026-05-01 | Cohn Matthew | Buy | 250 | $59.90 |
| 2026-04-29 | Caesar Erika R | Sell | 4.5K | $60.28 |
| 2026-04-28 | Wainwright Maria | Sell | 8.4K | $60.24 |
| 2026-03-13 | Harris Ryan | Sell | 4.5K | $53.18 |
| 2026-02-27 | Canuso Dominic C | Buy | 1.0K | $55.51 |
| 2026-02-27 | Canuso Dominic C | Buy | 1.0K | $55.00 |
| 2026-02-12 | Cohn Matthew | Buy | 230 | $56.78 |
| 2026-02-11 | Wainwright Maria | Tax withheld | 2.8K | $57.14 |
| 2026-02-11 | Cohn Matthew | Buy | 170 | $56.99 |
| 2026-02-11 | Garry Gregor J | Tax withheld | 8.0K | $56.26 |
| 2026-02-11 | Harris Ryan | Tax withheld | 15K | $56.23 |
| 2026-02-11 | Terry Jennifer F | Tax withheld | 3.8K | $57.56 |
| 2026-02-11 | Connolly Mark Leo | Tax withheld | 9.9K | $57.12 |
| 2026-02-11 | Egan Martin | Tax withheld | 1.0K | $57.41 |
| 2026-02-11 | Caesar Erika R | Tax withheld | 2.2K | $58.79 |
| 2026-02-11 | Kozlowski Damian | Tax withheld | 27K | $56.18 |
| 2026-02-10 | Cohn Matthew | Buy | 325 | $62.11 |
| 2026-02-10 | Canuso Dominic C | Buy | 2.0K | $60.54 |
| 2026-02-10 | Cohn Matthew | Buy | 355 | $62.16 |
| 2026-02-09 | Kozlowski Damian | Grant | 81K | — |
| 2026-02-09 | Egan Martin | Grant | 5.1K | — |
| 2026-02-09 | Caesar Erika R | Grant | 15K | — |
| 2026-02-09 | Garry Gregor J | Grant | 25K | — |
| 2026-02-09 | Terry Jennifer F | Grant | 8.1K | — |
| 2026-02-09 | Connolly Mark Leo | Grant | 20K | — |
| 2026-02-09 | Wainwright Maria | Grant | 9.7K | — |
| 2026-02-09 | Harris Ryan | Grant | 40K | — |
| 2026-02-09 | Canuso Dominic C | Buy | 800 | $62.00 |
| 2026-02-09 | Canuso Dominic C | Grant | 9.7K | — |
| 2026-02-06 | Canuso Dominic C | Buy | 200 | $60.50 |
| 2026-02-04 | Lamb William H | Gift | 4.8K | — |
| 2026-02-04 | Lamb William H | Gift | 2.4K | — |
| 2026-02-04 | TRYNISKI MARK E | Buy | 5.0K | $60.23 |
| 2026-02-04 | Lamb William H | Gift | 1.2K | — |
| 2026-02-04 | Lamb William H | Gift | 1.2K | — |
| 2025-11-14 | Canuso Dominic C | Buy | 1.8K | $61.24 |
| 2025-11-12 | Canuso Dominic C | Buy | 1.7K | $64.64 |
| 2025-11-07 | Cohn Matthew | Buy | 165 | $61.27 |
| 2025-11-07 | Cohn Matthew | Buy | 210 | $61.27 |
| 2025-11-07 | Lamb William H | Gift | 2.4K | — |
| 2025-11-07 | Lamb William H | Gift | 600 | — |
| 2025-11-07 | Lamb William H | Gift | 1.2K | — |
| 2025-11-07 | Lamb William H | Gift | 1.2K | — |
| 2025-11-07 | Cohn Matthew | Buy | 370 | $61.27 |
| 2025-11-06 | Cohn Matthew | Buy | 1.5K | $62.66 |
| 2025-11-06 | Cohn Matthew | Buy | 1.4K | $62.01 |
| 2025-09-10 | Harris Ryan | Sell | 9.8K | $76.37 |
| 2025-09-08 | Garry Gregor J | Sell | 13K | $75.14 |
| 2025-09-05 | Garry Gregor J | Sell | 468 | $78.00 |
| 2025-08-22 | Creuzot Cheryl | Sell | 837 | $71.87 |
| 2025-08-12 | Nager Jeffrey A | Sell | 12K | $66.79 |
| 2025-08-08 | Lamb William H | Gift | 2.0K | — |
| 2025-08-08 | Lamb William H | Gift | 2.0K | — |
| 2025-08-04 | DeRowe Olek | Sell | 30K | $64.01 |
| 2025-08-04 | Cohn Matthew | Buy | 550 | $63.51 |
| 2025-08-01 | Leto John | Sell | 50K | $60.35 |
| 2025-07-31 | Kozlowski Damian | Sell | 40K | $62.74 |
| 2025-07-31 | Cohn Matthew | Buy | 500 | $63.00 |
| 2025-07-30 | Cohn Matthew | Buy | 62 | $62.51 |
| 2025-07-30 | Kozlowski Damian | Sell | 119K | $63.93 |
| 2025-07-29 | Kozlowski Damian | Sell | 141K | $64.84 |
| 2025-07-29 | Cohn Matthew | Buy | 1.0K | $64.90 |
| 2025-07-29 | Cohn Matthew | Buy | 350 | $64.51 |
| 2025-07-29 | Kozlowski Damian | Option exercise | 300K | $6.87 |
| 2025-05-28 | TRYNISKI MARK E | Grant | 3.9K | — |
| 2025-05-28 | Mudick Stephanie B | Grant | 3.9K | — |
| 2025-05-28 | McEntee James J III | Grant | 3.9K | — |
| 2025-05-28 | Lamb William H | Grant | 2.4K | — |
| 2025-05-28 | KOZLOV HERSH | Grant | 3.9K | — |
| 2025-05-28 | Creuzot Cheryl | Grant | 2.4K | — |
| 2025-05-28 | Cohn Matthew | Grant | 2.4K | — |
| 2025-05-28 | Brockman Todd J. | Grant | 2.4K | — |
| 2025-05-28 | Allen Dwayne | Grant | 2.4K | — |
| 2025-02-19 | Nager Jeffrey A | Sell | 10K | $60.17 |
| 2025-02-11 | Nager Jeffrey A | Tax withheld | 9.8K | $62.08 |
| 2025-02-11 | Nager Jeffrey A | Sell | 13K | $62.08 |
| 2025-02-11 | Kozlowski Damian | Tax withheld | 22K | $61.92 |
| 2025-02-11 | Harris Ryan | Sell | 7.5K | $61.42 |
| 2025-02-11 | Harris Ryan | Tax withheld | 12K | $61.42 |
| 2025-02-11 | Garry Gregor J | Sell | 1.5K | $61.04 |
| 2025-02-11 | Garry Gregor J | Tax withheld | 8.8K | $61.04 |
| 2025-02-11 | Paul Frenkiel | Tax withheld | 6.0K | $62.29 |
| 2025-02-11 | DeRowe Olek | Tax withheld | 13K | $62.10 |
| 2025-02-10 | Terry Jennifer F | Tax withheld | 2.5K | $60.30 |
| 2025-02-10 | DeRowe Olek | Grant | 20K | — |
| 2025-02-10 | Wallace Matthew J | Grant | 14K | — |
| 2025-02-10 | Leto John | Grant | 18K | — |
| 2025-02-10 | Leto John | Tax withheld | 8.9K | $60.27 |
| 2025-02-10 | Kozlowski Damian | Grant | 41K | — |
| 2025-02-10 | Nager Jeffrey A | Grant | 18K | — |
| 2025-02-10 | Harris Ryan | Grant | 33K | — |
| 2025-02-10 | Connolly Mark Leo | Grant | 17K | — |
| 2025-02-10 | Connolly Mark Leo | Tax withheld | 8.9K | $60.25 |
| 2025-02-10 | Garry Gregor J | Grant | 21K | — |
| 2025-02-10 | Caesar Erika R | Grant | 3.8K | — |
| 2025-02-10 | Caesar Erika R | Sell | 5.0K | $60.33 |
| 2025-02-10 | Paul Frenkiel | Grant | 12K | — |
| 2025-02-10 | Caesar Erika R | Tax withheld | 2.0K | $60.33 |
| 2025-02-10 | Egan Martin | Grant | 2.8K | — |
| 2025-02-10 | Egan Martin | Tax withheld | 786 | $60.49 |
| 2025-02-10 | Wallace Matthew J | Tax withheld | 7.7K | $60.43 |
| 2025-02-10 | Wallace Matthew J | Grant | 14K | — |
| 2025-02-10 | Wallace Matthew J | Tax withheld | 7.7K | $60.43 |
| 2025-02-10 | Wainwright Maria | Grant | 6.6K | — |
| 2025-02-10 | Wainwright Maria | Tax withheld | 3.5K | $60.34 |
| 2025-02-10 | Terry Jennifer F | Grant | 3.3K | — |
| 2025-02-10 | Terry Jennifer F | Sell | 3.8K | $60.30 |
| 2025-02-07 | Brockman Todd J. | Buy | 3.7K | $61.85 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-01 | Shareholder vote | filing ↗ |
| 2026-04-23 | ResultsReg FD | filing ↗ |
| 2026-01-29 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-03 | Exhibits | filing ↗ |
| 2025-10-30 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-18 | Material agreementDebt obligationReg FDExhibits | filing ↗ |
| 2025-08-04 | Reg FDExhibits | filing ↗ |
| 2025-07-24 | ResultsReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-01 | 2026-05-27 | 0002039852-26-000103 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001295401-26-000004 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0002039852-26-000063 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001295401-26-000002 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0002039852-26-000004 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001295401-25-000004 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0002039852-25-000178 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0002039852-25-000175 ↗ |
| 8-K | 2025-08-18 | 2025-08-14 | 0002039852-25-000144 ↗ |
| 10-Q | 2025-08-08 | 2025-06-30 | 0001562762-25-000202 ↗ |
| 8-K | 2025-08-04 | 2025-08-04 | 0002039852-25-000125 ↗ |
| 8-K | 2025-07-24 | 2025-07-24 | 0002039852-25-000112 ↗ |