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NYSE · USD

CUBB

Customers Bancorp, Inc.

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Tapewire entity
4325
SEC CIK
0001488813
Parsed reports
834

Last 12 months

Inside the activity.

1 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202508
Dec 202502
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202613
Jun 202600
Jul 202602
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 04, 2021 Filed Nov 9, 2021 00:02 UTC Amendment
SIDHU JAY SDirector · Chairman & CEO
SaleCommon Stock 20,000 $57.42 $1,148,312.00
Disclosure

SEC source: 0001562180-21-006900 · primarydocument.xml · nonDerivative · entry 2

SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,424,912

F3 · price: This transaction was executed in multiple trades at prices ranging from $56.95 to $57.95. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F1 · balance_after: Includes 1,290,014 Restricted Stock Units.

F2 · balance_after: Includes 7,663 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
November 04, 2021 Filed Nov 9, 2021 00:02 UTC Amendment
SIDHU JAY SDirector · Chairman & CEO
Exercise / conversionCommon Stock 20,000 $15.23 $304,600.00
Disclosure

SEC source: 0001562180-21-006900 · primarydocument.xml · nonDerivative · entry 1

SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,444,912

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 1,290,014 Restricted Stock Units.

F2 · balance_after: Includes 7,663 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
November 03, 2021 Filed Nov 3, 2021 20:07 UTC SaleCommon Stock 4,500 $55.57 $250,065.00
Disclosure

SEC source: 0001562180-21-006793 · primarydocument.xml · nonDerivative · entry 4

Way T Lawrence · CIK 0001527821 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 0

Read SEC document
November 03, 2021 Filed Nov 3, 2021 20:07 UTC OtherCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-006793 · primarydocument.xml · nonDerivative · entry 3

Way T Lawrence · CIK 0001527821 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,532

F4 · kind: The shares held directly were mistakenly aggregated with indirect shares held by spouse since 06/25/2013.

Read SEC document
November 02, 2021 Filed Nov 3, 2021 20:07 UTC SaleCommon Stock 41,705 $55.44 $2,312,133.54
Disclosure

SEC source: 0001562180-21-006793 · primarydocument.xml · nonDerivative · entry 2

Way T Lawrence · CIK 0001527821 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 4,500

F3 · price: This transaction was executed in multiple trades at prices ranging from $54.6159 to $56.2357. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: The shares held indirectly by spouse were mistakenly aggregated with direct holdings since 06/25/2013.

Read SEC document
November 01, 2021 Filed Nov 2, 2021 19:56 UTC
Hedde GlennPres Mortgage WarehouseLending
SaleCommon Stock 1,767 $53.78 $95,031.03
Disclosure

SEC source: 0001562180-21-006749 · primarydocument.xml · nonDerivative · entry 1

Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,749

F1 · balance_after: Includes 12,251 Restricted Stock Units.

Read SEC document
November 01, 2021 Filed Nov 2, 2021 19:56 UTC
Issa StevenSpecial Advisor to CEO
SaleCommon Stock 1,479 $53.93 $79,762.47
Disclosure

SEC source: 0001562180-21-006750 · primarydocument.xml · nonDerivative · entry 1

Issa Steven · CIK 0001512474 · Special Advisor to CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,895

F1 · balance_after: Includes 17,895 Restricted Stock Units.

Read SEC document
November 01, 2021 Filed Nov 3, 2021 20:07 UTC SaleCommon Stock 63,795 $55.16 $3,519,142.72
Disclosure

SEC source: 0001562180-21-006793 · primarydocument.xml · nonDerivative · entry 1

Way T Lawrence · CIK 0001527821 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Spouse

Disclosed balance after: 46,205

F1 · price: This transaction was executed in multiple trades at prices ranging from $53.8057 to $55.8052. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · ownership.direct: The shares held indirectly by spouse were mistakenly aggregated with direct holdings since 06/25/2013.

Read SEC document
October 23, 2021 Filed Oct 25, 2021 13:41 UTC
Bowman Andrew HertzEVP and Chief Credit Officer
Tax withholdingCommon Stock 373 $47.87 $17,855.51
Disclosure

SEC source: 0001562180-21-006628 · primarydocument.xml · nonDerivative · entry 1

Bowman Andrew Hertz · CIK 0001816956 · EVP and Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,022

F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award.

F2 · balance_after: Includes 10,894 Restricted Stock Units.

Read SEC document
October 23, 2021 Filed Oct 25, 2021 19:04 UTC
SIDHU JAY SDirector · Chairman & CEO
Tax withholdingCommon Stock 2,702 $47.87 $129,344.74
Disclosure

SEC source: 0001562180-21-006632 · primarydocument.xml · nonDerivative · entry 1

SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,424,912

F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award.

F2 · balance_after: Includes 7,663 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

F3 · balance_after: Includes 134,898 Restricted Stock Units.

Read SEC document
October 23, 2021 Filed Oct 25, 2021 18:53 UTC
Leibold Carla AChief Financial Officer
Tax withholdingCommon Stock 958 $47.87 $45,859.46
Disclosure

SEC source: 0001562180-21-006631 · primarydocument.xml · nonDerivative · entry 1

Leibold Carla A · CIK 0001564189 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,668

F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award.

F2 · balance_after: Includes 5,476 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

F3 · balance_after: Includes 36,445 Restricted Stock Units.

Read SEC document
October 23, 2021 Filed Oct 25, 2021 18:12 UTC
Hedde GlennPres Mortgage WarehouseLending
Tax withholdingCommon Stock 847 $47.87 $40,545.89
Disclosure

SEC source: 0001562180-21-006630 · primarydocument.xml · nonDerivative · entry 1

Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,516

F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award.

F2 · balance_after: Includes 12,251 Restricted Stock Units.

Read SEC document
September 26, 2021 Filed Sep 27, 2021 13:58 UTC
Issa StevenSpecial Advisor to CEO
Tax withholdingCommon Stock 645 $40.95 $26,412.75
Disclosure

SEC source: 0001562180-21-006105 · primarydocument.xml · nonDerivative · entry 1

Issa Steven · CIK 0001512474 · Special Advisor to CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,374

F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award.

F2 · balance_after: Includes 17,895 Restricted Stock Units.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:50 UTC GrantCommon Stock 1,019 $37.24 $37,947.56
Disclosure

SEC source: 0001562180-21-005960 · primarydocument.xml · nonDerivative · entry 1

Zuckerman Steven J · CIK 0001528088 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,513

F1 · shares: This stock was issued to the reporting person in lieu of cash for director compensation for Q3 2021.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:50 UTC GrantCommon Stock 1,019 $37.24 $37,947.56
Disclosure

SEC source: 0001562180-21-005959 · primarydocument.xml · nonDerivative · entry 1

Way T Lawrence · CIK 0001527821 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 223,532

F1 · shares: This stock was issued to the reporting person in lieu of cash for director compensation for Q3 2021.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:49 UTC GrantCommon Stock 1,019 $37.24 $37,947.56
Disclosure

SEC source: 0001562180-21-005958 · primarydocument.xml · nonDerivative · entry 1

ROTHERMEL DANIEL K · CIK 0001222650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,705

F1 · shares: This stock was issued to the reporting person in lieu of cash for director compensation for Q3 2021.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:49 UTC
Burkey RickDirector
GrantCommon Stock 1,019 $37.24 $37,947.56
Disclosure

SEC source: 0001562180-21-005957 · primarydocument.xml · nonDerivative · entry 1

Burkey Rick · CIK 0001678026 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,416

F1 · shares: This stock was issued to the reporting person in lieu of cash for director compensation for Q3 2021.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:49 UTC GrantCommon Stock 1,019 $37.24 $37,947.56
Disclosure

SEC source: 0001562180-21-005956 · primarydocument.xml · nonDerivative · entry 1

BUFORD ROBERT J · CIK 0001240076 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,939

F1 · shares: This stock was issued to the reporting person in lieu of cash for director compensation for Q3 2021.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 14:12 UTC GrantCommon Stock 884 $37.24 $32,920.16
Disclosure

SEC source: 0001562180-21-005955 · primarydocument.xml · nonDerivative · entry 1

Allon Andrea R. · CIK 0001678725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,913

F1 · shares: This stock was issued to the reporting person in lieu of cash for director compensation for Q3 2021.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 21:14 UTC
SIDHU JAY SDirector · Chairman & CEO
Tax withholdingCommon Stock 10,989 $39.34 $432,307.26
Disclosure

SEC source: 0001562180-21-004863 · primarydocument.xml · nonDerivative · entry 3

SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,427,393

F5 · kind: Shares withheld for taxes upon vesting of previously issued performance stock units awards.

F2 · balance_after: Includes 141,763 Restricted Stock Units.

F3 · balance_after: Includes 7,442 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 21:14 UTC
SIDHU JAY SDirector · Chairman & CEO
GrantCommon Stock 27,924 $39.34 $1,098,530.16
Disclosure

SEC source: 0001562180-21-004863 · primarydocument.xml · nonDerivative · entry 2

SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,438,382

F4 · kind: Grant of Performance Stock Units in connection with 2004 Plan A long term incentive awards.

F2 · balance_after: Includes 141,763 Restricted Stock Units.

F3 · balance_after: Includes 7,442 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
July 06, 2021 Filed Jul 8, 2021 21:14 UTC
SIDHU JAY SDirector · Chairman & CEO
Tax withholdingCommon Stock 1,727 $39.34 $67,940.18
Disclosure

SEC source: 0001562180-21-004863 · primarydocument.xml · nonDerivative · entry 1

SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,410,458

F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units awards.

F2 · balance_after: Includes 141,763 Restricted Stock Units.

F3 · balance_after: Includes 7,442 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
July 01, 2021 Filed Jul 6, 2021 19:55 UTC
Ehst Richard ADirector - Customers Bank
Tax withholdingCommon Stock 16,505 $39.63 $654,093.15
Disclosure

SEC source: 0001562180-21-004760 · primarydocument.xml · nonDerivative · entry 3

Ehst Richard A · CIK 0001527855 · Director - Customers Bank

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,232

F3 · kind: Shares withheld for taxes upon vesting of previously issued performance stock unit awards.

Read SEC document
July 01, 2021 Filed Jul 6, 2021 19:55 UTC
Ehst Richard ADirector - Customers Bank
GrantCommon Stock 35,813 $39.63 $1,419,269.19
Disclosure

SEC source: 0001562180-21-004760 · primarydocument.xml · nonDerivative · entry 2

Ehst Richard A · CIK 0001527855 · Director - Customers Bank

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,737

F2 · kind: Grant of accelerated Performance Stock Units in connection with 2004 Plan A and 2019 Plan long term incentive awards.

Read SEC document
July 01, 2021 Filed Jul 6, 2021 19:55 UTC
Ehst Richard ADirector - Customers Bank
Tax withholdingCommon Stock 16,222 $39.63 $642,877.86
Disclosure

SEC source: 0001562180-21-004760 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · Director - Customers Bank

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,924

F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units awards.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 15:45 UTC GrantCommon Stock 1,002 $39.68 $39,759.36
Disclosure

SEC source: 0001562180-21-004287 · primarydocument.xml · nonDerivative · entry 1

ROTHERMEL DANIEL K · CIK 0001222650 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,686

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2021.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 15:45 UTC GrantCommon Stock 1,002 $39.68 $39,759.36
Disclosure

SEC source: 0001562180-21-004286 · primarydocument.xml · nonDerivative · entry 1

Zuckerman Steven J · CIK 0001528088 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,494

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2021.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 15:44 UTC GrantCommon Stock 1,002 $39.68 $39,759.36
Disclosure

SEC source: 0001562180-21-004285 · primarydocument.xml · nonDerivative · entry 1

Way T Lawrence · CIK 0001527821 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 222,513

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2021.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 15:44 UTC
Burkey RickDirector
GrantCommon Stock 1,002 $39.68 $39,759.36
Disclosure

SEC source: 0001562180-21-004284 · primarydocument.xml · nonDerivative · entry 1

Burkey Rick · CIK 0001678026 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,397

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2021.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 15:44 UTC GrantCommon Stock 1,002 $39.68 $39,759.36
Disclosure

SEC source: 0001562180-21-004283 · primarydocument.xml · nonDerivative · entry 1

BUFORD ROBERT J · CIK 0001240076 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,920

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2021.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 15:44 UTC GrantCommon Stock 876 $39.68 $34,759.68
Disclosure

SEC source: 0001562180-21-004282 · primarydocument.xml · nonDerivative · entry 1

Allon Andrea R. · CIK 0001678725 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,029

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2021.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 19:35 UTC
Sidhu Samvir S.Head of Corporate Development
PurchaseCommon Stock 790 $39.49 $31,200.02
Disclosure

SEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 6

Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,926

F8 · price: Share purchase transaction at the price of $39.4937.

F2 · balance_after: Includes 17,153 Restricted Stock Units.

F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 19:35 UTC
Sidhu Samvir S.Head of Corporate Development
PurchaseCommon Stock 810 $39.51 $32,003.91
Disclosure

SEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 5

Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,136

F7 · price: Share purchase transaction at the price of $ 39.5100.

F2 · balance_after: Includes 17,153 Restricted Stock Units.

F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 19:35 UTC
Sidhu Samvir S.Head of Corporate Development
PurchaseCommon Stock 690 $39.51 $27,263.07
Disclosure

SEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 4

Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,326

F6 · price: Share purchase transaction at the price of $39.5117.

F2 · balance_after: Includes 17,153 Restricted Stock Units.

F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 19:35 UTC
Sidhu Samvir S.Head of Corporate Development
PurchaseCommon Stock 1,900 $39.53 $75,105.86
Disclosure

SEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 3

Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,636

F5 · price: Share purchase transaction at the price of $39.5294.

F2 · balance_after: Includes 17,153 Restricted Stock Units.

F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 19:35 UTC
Sidhu Samvir S.Head of Corporate Development
PurchaseCommon Stock 1,700 $39.57 $67,260.50
Disclosure

SEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 2

Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,736

F4 · price: Share purchase transaction at the price of $39.5650.

F2 · balance_after: Includes 17,153 Restricted Stock Units.

F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
June 14, 2021 Filed Jun 16, 2021 19:35 UTC
Sidhu Samvir S.Head of Corporate Development
PurchaseCommon Stock 110 $39.55 $4,350.60
Disclosure

SEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 1

Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,036

F1 · price: Share purchase transaction at the price of $39.5509.

F2 · balance_after: Includes 17,153 Restricted Stock Units.

F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.

Read SEC document
June 11, 2021 Filed Jun 14, 2021 20:32 UTC
Velasquez Jessie John DeanoChief Accounting Officer
SaleCommon Stock 743 $40.54 $30,122.71
Disclosure

SEC source: 0001562180-21-004240 · primarydocument.xml · nonDerivative · entry 1

Velasquez Jessie John Deano · CIK 0001810267 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,841

F1 · price: This transaction was executed in multiple trades at prices ranging from $40.530 to $40.5420. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected

F2 · balance_after: Includes 1,841 Restricted Stock Units.

Read SEC document
June 07, 2021 Filed Jun 7, 2021 16:17 UTC
Hedde GlennPres Mortgage WarehouseLending
SaleCommon Stock 11,681 $42.03 $490,982.80
Disclosure

SEC source: 0001562180-21-004092 · primarydocument.xml · nonDerivative · entry 1

Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,363

F1 · price: This transaction was executed in multiple trades at prices ranging from $41.6010 to $42.2500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 14,865 Restricted Stock Units.

Read SEC document
June 07, 2021 Filed Jun 7, 2021 16:06 UTC
Hedde GlennPres Mortgage WarehouseLending
SaleCommon Stock 2,661 $41.65 $110,821.87
Disclosure

SEC source: 0001562180-21-004091 · primarydocument.xml · nonDerivative · entry 2

Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,044

F3 · price: This transaction was executed in multiple trades at prices ranging from $41.6010 to $41.6700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 14,865 Restricted Stock Units.

Read SEC document
June 04, 2021 Filed Jun 7, 2021 16:06 UTC
Hedde GlennPres Mortgage WarehouseLending
Tax withholdingCommon Stock 500 $41.04 $20,520.00
Disclosure

SEC source: 0001562180-21-004091 · primarydocument.xml · nonDerivative · entry 1

Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,705

F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award.

F2 · balance_after: Includes 14,865 Restricted Stock Units.

Read SEC document
May 14, 2021 Filed May 18, 2021 15:16 UTC
Ehst Richard APresident & COO
SaleCommon Stock 5,166 $34.67 $179,095.92
Disclosure

SEC source: 0001562180-21-003502 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,146

F1 · kind: This transaction was executed in multiple trades at prices ranging from $34.22 to $35.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

Read SEC document
May 13, 2021 Filed May 13, 2021 21:25 UTC
Ehst Richard APresident & COO
SaleCommon Stock 24,531 $34.33 $842,222.82
Disclosure

SEC source: 0001562180-21-003462 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,312

F1 · kind: This transaction was executed in multiple trades at prices ranging from $34.00 to $34.78. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

Read SEC document
May 12, 2021 Filed May 12, 2021 21:15 UTC
Ehst Richard APresident & COO
SaleCommon Stock 7,167 $34.86 $249,855.95
Disclosure

SEC source: 0001562180-21-003430 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,843

F1 · kind: This transaction was executed in multiple trades at prices ranging from $34.52 to $35.16. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

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May 10, 2021 Filed May 10, 2021 19:52 UTC
Ehst Richard APresident & COO
SaleCommon Stock 10,000 $35.18 $351,829.00
Disclosure

SEC source: 0001562180-21-003360 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,010

F1 · kind: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.58. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

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May 07, 2021 Filed May 10, 2021 15:51 UTC
Ehst Richard APresident & COO
SaleCommon Stock 9,770 $35.05 $342,430.68
Disclosure

SEC source: 0001562180-21-003355 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 118,010

F1 · kind: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

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May 06, 2021 Filed May 6, 2021 20:35 UTC
Ehst Richard APresident & COO
SaleCommon Stock 10,000 $35.05 $350,503.00
Disclosure

SEC source: 0001562180-21-003298 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 127,780

F1 · kind: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

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May 06, 2021 Filed May 6, 2021 18:14 UTC
Ehst Richard APresident & COO
SaleCommon Stock 2,828 $35.12 $99,319.36
Disclosure

SEC source: 0001562180-21-003289 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,780

F1 · balance_after: Includes 36,146 Restricted Stock Units.

Read SEC document
May 05, 2021 Filed May 5, 2021 20:31 UTC
Ehst Richard APresident & COO
SaleCommon Stock 10,000 $35.28 $352,762.00
Disclosure

SEC source: 0001562180-21-003223 · primarydocument.xml · nonDerivative · entry 1

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,608

F1 · kind: This transaction was executed in multiple trades at prices ranging from $35.05 to $35.74. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

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May 04, 2021 Filed May 5, 2021 18:10 UTC
Ehst Richard APresident & COO
SaleCommon Stock 10,000 $35.06 $350,575.00
Disclosure

SEC source: 0001562180-21-003196 · primarydocument.xml · nonDerivative · entry 2

Ehst Richard A · CIK 0001527855 · President & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,608

F3 · kind: This transaction was executed in multiple trades at prices ranging from $35.01 to $35.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F2 · balance_after: Includes 36,146 Restricted Stock Units.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.