Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bancorp, Inc.TBBK · Entity 4314 | EVP, Head of Institutional Ban | May 17, 2019 | May 20, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bancorp, Inc.
Report date May 17, 2019 · Filed May 20, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,305 |
Ending reported balance
After 2019-05-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-17 · Tax withholding · Disposed 605 · Balance 50,399 F1: Shares were sold to pay the taxes due on the vesting of restricted stock units. F2: Reporting Person sold a total of 605 shares at prices ranging from $9.65 to $9.84 for an average price of $9.75. Row 2 · 2019-05-20 · Tax withholding · Disposed 94 · Balance 50,305 F1: Shares were sold to pay the taxes due on the vesting of restricted stock units. F3: Reporting Person sold a total of 94 shares at prices ranging from $9.63 to $9.73 for an average price of $9.64. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k plan account | 1,805 |
Reported balance
Holding disclosure · report date 2019-05-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,805 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were sold to pay the taxes due on the vesting of restricted stock units.
F2: Reporting Person sold a total of 605 shares at prices ranging from $9.65 to $9.84 for an average price of $9.75.
F3: Reporting Person sold a total of 94 shares at prices ranging from $9.63 to $9.73 for an average price of $9.64.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 20, 2019 Filed May 20, 2019 17:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | Tax withholdingCommon Stock | 94 | $9.64 | $906.16 |
DisclosureSEC source: 0001295401-19-000054 · primary_doc.xml · nonDerivative · entry 2 Cassidy William F · CIK 0001708119 · EVP, Head of Institutional Ban 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,305 F1 · kind: Shares were sold to pay the taxes due on the vesting of restricted stock units. F3 · price: Reporting Person sold a total of 94 shares at prices ranging from $9.63 to $9.73 for an average price of $9.64. Read SEC document |
| May 17, 2019 Filed May 20, 2019 17:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | Tax withholdingCommon Stock | 605 | $9.75 | $5,898.75 |
DisclosureSEC source: 0001295401-19-000054 · primary_doc.xml · nonDerivative · entry 1 Cassidy William F · CIK 0001708119 · EVP, Head of Institutional Ban 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,399 F1 · kind: Shares were sold to pay the taxes due on the vesting of restricted stock units. F2 · price: Reporting Person sold a total of 605 shares at prices ranging from $9.65 to $9.84 for an average price of $9.75. Read SEC document |
| May 16, 2018 Filed May 17, 2018 17:25 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 6,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295401-18-000015 · primary_doc.xml · nonDerivative · entry 1 Cassidy William F · CIK 0001708119 · EVP, Head of Institutional Ban 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,004 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in three equal installments over a period of two years and nine months from the date of grant, with the first installment vesting on the first annual anniversary of the date of grant, the second installment on the second annual anniversary thereafter, and the third installment 9 months after the second installment. Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 16:09 UTC | Bancorp, Inc. TBBK · Entity 4314 | Tax withholdingCommon Stock | 233 | $9.97 | $2,323.76 |
DisclosureSEC source: 0001295401-18-000002 · primary_doc.xml · nonDerivative · entry 2 Cassidy William F · CIK 0001708119 · EVP, Head of Institutional Ban 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,289 F1 · kind: Shares were sold to pay the taxes due on the vesting of restricted stock units. F3 · price: Reporting Person sold a total of 233 shares at a prices ranging from $9.95 to $10.09 for an average price of $9.9732 Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 16:09 UTC | Bancorp, Inc. TBBK · Entity 4314 | Tax withholdingCommon Stock | 218 | $10.47 | $2,282.46 |
DisclosureSEC source: 0001295401-18-000002 · primary_doc.xml · nonDerivative · entry 1 Cassidy William F · CIK 0001708119 · EVP, Head of Institutional Ban 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,522 F1 · kind: Shares were sold to pay the taxes due on the vesting of restricted stock units. F2 · price: Reporting Person sold a total of 218 shares at a prices ranging from $10.45 to $10.51 for an average price of $10.47. Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 17:21 UTC | Bancorp, Inc. TBBK · Entity 4314 | Tax withholdingCommon Stock | 3,260 | $10.58 | $34,497.97 |
DisclosureSEC source: 0001247745-18-000003 · primary_doc.xml · nonDerivative · entry 1 Cassidy William F · CIK 0001708119 · EVP, Head of Institutional Ban 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,740 F2 · shares: Shares were sold to pay the taxes due on the vesting of restricted stock units. F1 · price: Reporting Person sold a total of 3,260 shares at a prices ranging from $10.58 to $10.65 for an average price of $10.5822. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.