Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Special Advisor to the CEO | November 22, 2021 | November 24, 2021 |
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.
Customers Bancorp, Inc.
Report date November 22, 2021 · Filed November 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-11-22 transaction · row 1
1 source rowRow 1 · 2021-11-22 · Sale · Disposed 14,789 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| November 22, 2021 Filed Nov 24, 2021 16:00 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 14,789 | $57.22 | $846,226.58 |
DisclosureSEC source: 0001488813-21-000170 · wf-form4_163776962472822.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Special Advisor to the CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 16:30 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 9,107 | $56.83 | $517,550.81 |
DisclosureSEC source: 0001562180-21-007209 · primarydocument.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Special Advisor to CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,789 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock unit awards and performance stock unit awards. F2 · balance_after: Includes 14,789 Restricted Stock Units. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 16:30 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,001 | $56.83 | $341,036.83 |
DisclosureSEC source: 0001562180-21-007209 · primarydocument.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Special Advisor to CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,896 F1 · shares: Grant of accelerated Performance Stock Units in connection with 2019 Plan long term incentive awards. F2 · balance_after: Includes 14,789 Restricted Stock Units. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 19:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,479 | $53.93 | $79,762.47 |
DisclosureSEC 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 |
| September 26, 2021 Filed Sep 27, 2021 13:58 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 645 | $40.95 | $26,412.75 |
DisclosureSEC 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 |
| May 03, 2021 Filed May 3, 2021 18:06 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 928 | $35.07 | $32,544.96 |
DisclosureSEC source: 0001562180-21-003079 · primarydocument.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Special Advisor to CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,019 F1 · balance_after: Includes 20,019 Restricted Stock Units. Read SEC document |
| April 02, 2021 Filed Apr 5, 2021 20:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 405 | $32.02 | $12,968.10 |
DisclosureSEC source: 0001562180-21-002642 · primarydocument.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Special Advisor to CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,947 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 20,019 Restricted Stock Units. Read SEC document |
| March 02, 2021 Filed Mar 2, 2021 20:55 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 768 | $27.47 | $21,096.96 |
DisclosureSEC source: 0001488813-21-000075 · wf-form4_161471851105172.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Special Advisor to the CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,352 F3 · balance_after: Includes 21,352 Restricted Stock Units. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:55 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 356 | $27.70 | $9,861.20 |
DisclosureSEC source: 0001488813-21-000075 · wf-form4_161471851105172.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Special Advisor to the CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,120 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 22,120 Restricted Stock Units. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 2,921 | $26.92 | $78,641.21 |
DisclosureSEC source: 0001488813-21-000039 · wf-form4_161359749518092.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Special Advisor to the CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,476 F3 · kind: This transaction was executed in multiple trades at prices ranging from $26.9205 to $26.9500. 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 22,476 Restricted Stock Units. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,437 | $26.81 | $38,525.97 |
DisclosureSEC source: 0001488813-21-000039 · wf-form4_161359749518092.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Special Advisor to the CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,397 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 22,476 Restricted Stock Units. Read SEC document |
| February 01, 2021 Filed Feb 1, 2021 19:57 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,881 | $22.45 | $42,228.45 |
DisclosureSEC source: 0001488813-21-000033 · wf-form4_161220944998453.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,834 F1 · balance_after: (1) Includes 26,834 Restricted Stock Units. Read SEC document |
| January 10, 2021 Filed Jan 12, 2021 21:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,103 | $21.69 | $23,924.07 |
DisclosureSEC source: 0001488813-21-000012 · wf-form4_161048613244066.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,715 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 26,834 Restricted Stock Units. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 19:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,451 | $14.00 | $20,314.00 |
DisclosureSEC source: 0001488813-20-000221 · wf-form4_160469011401364.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,818 F1 · balance_after: (1) Includes 29,818 Restricted Stock Units. Read SEC document |
| September 26, 2020 Filed Sep 29, 2020 19:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 673 | $10.89 | $7,328.97 |
DisclosureSEC source: 0001488813-20-000200 · wf-form4_160140856542722.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,269 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 29,818 Restricted Stock Units. Read SEC document |
| August 06, 2020 Filed Aug 7, 2020 21:22 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,220 | $12.09 | $14,748.58 |
DisclosureSEC source: 0001488813-20-000177 · wf-form4_159683471566700.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,942 F1 · balance_after: Includes 31,942 Restricted Stock Units. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 22:07 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 565 | $11.06 | $6,248.90 |
DisclosureSEC source: 0001488813-20-000144 · wf-form4_159113563742445.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,162 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: Includes 31,942 Restricted Stock Units. Read SEC document |
| April 02, 2020 Filed Apr 7, 2020 00:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,000 | $10.03 | $40,120.00 |
DisclosureSEC source: 0001488813-20-000109 · wf-form4_158621857878161.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,727 F1 · kind: Grant of restricted stock units award, with shares vesting in accordance with the terms of the 2019 Stock Incentive Plan. F2 · balance_after: Includes 33,727 Restricted Stock Units. Read SEC document |
| March 03, 2020 Filed Mar 3, 2020 22:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,089 | $21.01 | $22,879.89 |
DisclosureSEC source: 0001488813-20-000048 · wf-form4_158327468762725.xml · nonDerivative · entry 4 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,727 F8 · kind: This share sale transaction was executed in one trade at the price of $21.01. F7 · balance_after: Includes 29,727 Restricted Stock Units Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 350 | $20.29 | $7,101.50 |
DisclosureSEC source: 0001488813-20-000048 · wf-form4_158327468762725.xml · nonDerivative · entry 3 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,816 F6 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F7 · balance_after: Includes 29,727 Restricted Stock Units Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 141 | $20.29 | $2,860.89 |
DisclosureSEC source: 0001488813-20-000048 · wf-form4_158327468762725.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,166 F4 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F5 · balance_after: Includes 30,851 Restricted Stock Units. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 4,958 | $20.01 | $99,209.58 |
DisclosureSEC source: 0001488813-20-000048 · wf-form4_158327468762725.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,307 F1 · kind: This share sale transaction was executed in one trade at the price of $20.01. F2 · shares: Includes 158 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 31,307 Restricted Stock Units. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 23:45 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,917 | $22.70 | $43,515.90 |
DisclosureSEC source: 0001488813-20-000023 · wf-form4_157990948656226.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,208 F4 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 158 shares acquired pursuant to Customers Bancorp,Inc.'s Employee Stock Purchase Plan. F5 · balance_after: Includes 31,307 Restricted Stock Units. Read SEC document |
| January 10, 2020 Filed Jan 24, 2020 23:45 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 8,953 | $22.34 | $200,010.02 |
DisclosureSEC source: 0001488813-20-000023 · wf-form4_157990948656226.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,125 F1 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the award. F2 · balance_after: Includes 36,545 Restricted Stock Units F3 · balance_after: Includes 158 shares acquired pursuant to Customers Bancorp,Inc.'s Employee Stock Purchase Plan. Read SEC document |
| September 26, 2019 Filed Oct 2, 2019 16:20 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 645 | $21.12 | $13,622.40 |
DisclosureSEC source: 0001567619-19-019024 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,172 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 158 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 27,592 Restricted Stock Units. Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 21:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionStock Options (right to buy) · Derivative | 5,500 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0001567619-19-006143 · doc1.xml · derivative · entry 4 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,500 shares Expires 2024-02-20 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. Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 21:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,426 | $20.48 | $29,198.63 |
DisclosureSEC source: 0001567619-19-006143 · doc1.xml · nonDerivative · entry 3 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,817 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.463 to $20.521. 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. F3 · balance_after: Includes 29,716 Restricted Stock Units. F4 · balance_after: Includes 101 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 21:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 5,500 | $20.48 | $112,617.45 |
DisclosureSEC source: 0001567619-19-006143 · doc1.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,243 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.463 to $20.521. 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 205 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 29,716 Restricted Stock Units. Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 21:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionCommon Stock | 5,500 | $17.65 | $97,075.00 |
DisclosureSEC source: 0001567619-19-006143 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,743 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. F2 · balance_after: Includes 205 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 29,716 Restricted Stock Units. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 23:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 423 | $21.58 | $9,128.34 |
DisclosureSEC source: 0001567619-19-006064 · doc1.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,243 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 205 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F4 · balance_after: Includes 29,716 Restricted Stock Units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 172 | $21.39 | $3,679.08 |
DisclosureSEC source: 0001567619-19-006064 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,666 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 205 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 30,839 Restricted Stock Units. Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:30 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 206 | $21.49 | $4,426.94 |
DisclosureSEC source: 0001567619-19-005001 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,838 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 205 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 31,294 Restricted Stock Units. Read SEC document |
| September 26, 2018 Filed Oct 1, 2018 20:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-003379 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,007 F1 · kind: Grant of restricted stock award in connection with 2018 performance, with shares vesting in accordance with the terms of the award. F2 · balance_after: Includes 168 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 31,839 Restricted Stock Units. Read SEC document |
| May 08, 2018 Filed May 8, 2018 20:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,001 | $29.86 | $29,889.86 |
DisclosureSEC source: 0001140361-18-022208 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,571 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.85 to $29.86. 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 104 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 25,467 Restricted Stock Units. Read SEC document |
| May 02, 2018 Filed May 3, 2018 17:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionStock Options (right to buy) · Derivative | 11,001 | $0.00 Strike: $13.62 | $0.00 |
DisclosureSEC source: 0001140361-18-021472 · doc1.xml · derivative · entry 4 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,001 shares Expires 2023-04-29 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. Read SEC document |
| May 02, 2018 Filed May 3, 2018 17:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 948 | $29.37 | $27,842.76 |
DisclosureSEC source: 0001140361-18-021472 · doc1.xml · nonDerivative · entry 3 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,572 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.36 to $29.51. 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 1,105 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 25,467 Restricted Stock Units. Read SEC document |
| May 02, 2018 Filed May 3, 2018 17:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 11,001 | $29.37 | $323,099.37 |
DisclosureSEC source: 0001140361-18-021472 · doc1.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,520 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.36 to $29.51. 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 1,105 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 25,467 Restricted Stock Units. Read SEC document |
| May 02, 2018 Filed May 3, 2018 17:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionCommon Stock | 11,001 | $13.62 | $149,833.62 |
DisclosureSEC source: 0001140361-18-021472 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,521 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. F2 · balance_after: Includes 1,105 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 25,467 Restricted Stock Units. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:30 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 8,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-011908 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,481 F1 · kind: Grant of 8,988 Restricted Stock Units in connection with 2017 performance bonus. 5,617 Restricted Stock Units will vest after a period of 5 years, in accordance with the terms of the award. The remaining 3,371 Restricted Stock Units will vest in three equal annual installments. A portion of this grant was provided in lieu of a cash bonus payment. F2 · balance_after: Includes 1,066 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 25,467 Restricted Stock Units. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 22:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 172 | $29.34 | $5,046.48 |
DisclosureSEC source: 0001140361-18-011355 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,493 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 1,066 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 16,479 Restricted Stock Units. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:37 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 206 | $30.77 | $6,338.62 |
DisclosureSEC source: 0001140361-18-009481 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,665 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 1,066 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 16,934 Restricted Stock Units. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 20:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 198 | $30.46 | $6,031.08 |
DisclosureSEC source: 0001140361-18-002882 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,871 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 1,066 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 17,479 Restricted Stock Units. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 17:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023735 · doc1.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,977 F2 · kind: Grant of 1,785 Restricted Stock Units. F3 · balance_after: Includes 18,003 Restricted Stock Units. Read SEC document |
| March 31, 2017 Filed Jun 5, 2017 17:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023735 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,192 F1 · kind: Shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 4,463 | $33.00 | $147,279.00 |
DisclosureSEC source: 0001140361-17-011875 · doc1.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Exec VP/Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,106 F2 · balance_after: Includes 16,218 Restricted Stock Units. F3 · balance_after: Includes 888 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| February 28, 2017 Filed Mar 14, 2017 16:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 5,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-011875 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Exec VP/Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,569 F1 · kind: Grant of restricted stock award in connection with 2016 performance bonus, with shares vesting in accordance with the terms of the award. A portion of this grant was provided in lieu of a cash bonus payment. F2 · balance_after: Includes 16,218 Restricted Stock Units. F3 · balance_after: Includes 888 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| February 20, 2017 Filed Feb 27, 2017 22:21 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,822 | $34.99 | $63,751.78 |
DisclosureSEC source: 0001140361-17-009462 · doc1.xml · nonDerivative · entry 2 Issa Steven · CIK 0001512474 · Exec VP/Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,561 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 888 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F5 · balance_after: Includes 11,210 Restricted Stock Units. Read SEC document |
| February 16, 2017 Filed Feb 27, 2017 22:21 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 205 | $35.36 | $7,248.80 |
DisclosureSEC source: 0001140361-17-009462 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Exec VP/Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,383 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 16,478 Restricted Stock Units. F3 · balance_after: Includes 888 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 21:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 198 | $34.34 | $6,799.32 |
DisclosureSEC source: 0001140361-17-002876 · doc1.xml · nonDerivative · entry 1 Issa Steven · CIK 0001512474 · Executive VP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,588 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 17,022 Restricted Stock Units. F3 · balance_after: Includes 888 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. 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.