Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Director - Customers Bank | July 01, 2021 | July 06, 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 July 01, 2021 · Filed July 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,232 |
Ending reported balance
After 2021-07-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-07-01 · Tax withholding · Disposed 16,222 · Balance 54,924 F1: Shares withheld for taxes upon vesting of previously issued restricted stock units awards. Row 2 · 2021-07-01 · Grant · Acquired 35,813 · Balance 90,737 F2: Grant of accelerated Performance Stock Units in connection with 2004 Plan A and 2019 Plan long term incentive awards. Row 3 · 2021-07-01 · Tax withholding · Disposed 16,505 · Balance 74,232 F3: Shares withheld for taxes upon vesting of previously issued performance stock unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of previously issued restricted stock units awards.
F2: Grant of accelerated Performance Stock Units in connection with 2004 Plan A and 2019 Plan long term incentive awards.
F3: Shares withheld for taxes upon vesting of previously issued performance stock unit awards.
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 |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 6, 2021 19:55 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 16,505 | $39.63 | $654,093.15 |
DisclosureSEC 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 | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 35,813 | $39.63 | $1,419,269.19 |
DisclosureSEC 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 | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 16,222 | $39.63 | $642,877.86 |
DisclosureSEC 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 |
| May 14, 2021 Filed May 18, 2021 15:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 5,166 | $34.67 | $179,095.92 |
DisclosureSEC 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 | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 24,531 | $34.33 | $842,222.82 |
DisclosureSEC 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 | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 7,167 | $34.86 | $249,855.95 |
DisclosureSEC 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. Read SEC document |
| May 10, 2021 Filed May 10, 2021 19:52 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 10,000 | $35.18 | $351,829.00 |
DisclosureSEC 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. Read SEC document |
| May 07, 2021 Filed May 10, 2021 15:51 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 9,770 | $35.05 | $342,430.68 |
DisclosureSEC 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. Read SEC document |
| May 06, 2021 Filed May 6, 2021 20:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 10,000 | $35.05 | $350,503.00 |
DisclosureSEC 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. Read SEC document |
| May 06, 2021 Filed May 6, 2021 18:14 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 2,828 | $35.12 | $99,319.36 |
DisclosureSEC 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 | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 10,000 | $35.28 | $352,762.00 |
DisclosureSEC 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. Read SEC document |
| May 04, 2021 Filed May 5, 2021 18:10 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 10,000 | $35.06 | $350,575.00 |
DisclosureSEC 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. Read SEC document |
| May 03, 2021 Filed May 5, 2021 18:10 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 13,366 | $35.03 | $468,204.30 |
DisclosureSEC source: 0001562180-21-003196 · primarydocument.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,608 F1 · kind: This transaction was executed in multiple trades at prices ranging from $35.00 to $35.26. 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 |
| April 02, 2021 Filed Apr 5, 2021 18:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,276 | $32.02 | $40,857.52 |
DisclosureSEC source: 0001562180-21-002607 · primarydocument.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,974 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 36,146 Restricted Stock Units. Read SEC document |
| March 16, 2021 Filed Mar 16, 2021 19:21 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 4,528 | $30.84 | $139,647.14 |
DisclosureSEC source: 0001488813-21-000087 · wf-form4_161592245689087.xml · nonDerivative · entry 2 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,250 F3 · kind: This transaction was executed in multiple trades at prices ranging from $30.7300 to $30.9750. 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 40,250 Restricted Stock Units. Read SEC document |
| March 14, 2021 Filed Mar 16, 2021 19:21 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,043 | $31.71 | $64,783.53 |
DisclosureSEC source: 0001488813-21-000087 · wf-form4_161592245689087.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,778 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units awards. F2 · balance_after: Includes 40,250 Restricted Stock Units. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 00:40 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,136 | $27.56 | $113,988.16 |
DisclosureSEC source: 0001488813-21-000050 · wf-form4_161430000349518.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,821 F1 · kind: Grant of Restricted Stock Units award, with shares vesting in accordance with the terms of the 2020 Bonus Incentive. F2 · balance_after: Includes 46,821 Restricted Stock Units. Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 21:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 3,948 | $26.79 | $105,777.97 |
DisclosureSEC source: 0001488813-21-000038 · wf-form4_161359734882454.xml · nonDerivative · entry 3 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,685 F5 · kind: This transaction was executed in multiple trades at prices ranging from $26.7750 to $26.7930. 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. F4 · balance_after: Includes 42,685 Restricted Stock Units. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,771 | $26.81 | $47,480.51 |
DisclosureSEC source: 0001488813-21-000038 · wf-form4_161359734882454.xml · nonDerivative · entry 2 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,633 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock units awards. F4 · balance_after: Includes 42,685 Restricted Stock Units. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 21:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 3,552 | $26.92 | $95,623.39 |
DisclosureSEC source: 0001488813-21-000038 · wf-form4_161359734882454.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,404 F1 · kind: This transaction was executed in multiple trades at prices ranging from $26.9209 to $26.9290. 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 48,404 Restricted Stock Units. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 19:52 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,028 | $22.53 | $45,690.84 |
DisclosureSEC source: 0001488813-21-000024 · wf-form4_161160432750482.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,956 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: Includes 48,404 Restricted Stock Units. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 15:25 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 2,775 | $17.24 | $47,837.95 |
DisclosureSEC source: 0001488813-20-000234 · wf-form4_160519469032017.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,984 F1 · kind: (1) This transaction was executed in multiple trades at prices ranging from $17.23 to $17.2510. 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: (2) Includes 53,984 Restricted Stock Units. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 20:01 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 3,671 | $16.65 | $61,122.15 |
DisclosureSEC source: 0001488813-20-000229 · wf-form4_160503850504242.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,759 F1 · shares: (1) Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: (2) Includes 53,984 Restricted Stock Units. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 20:46 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 689 | $13.98 | $9,632.22 |
DisclosureSEC source: 0001488813-20-000212 · wf-form4_160374518951814.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,430 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: Includes 65,795 Restricted Stock Units. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 19:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 2,500 | $13.70 | $34,259.75 |
DisclosureSEC source: 0001488813-20-000185 · wf-form4_159726171499189.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,119 F1 · kind: This transaction was executed in multiple trades at prices ranging from $13.7001 to $13.7120. 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 68,010 Restricted Stock Units. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 21:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 510 | $11.15 | $5,686.50 |
DisclosureSEC source: 0001488813-20-000173 · wf-form4_159406942863793.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,619 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: Includes 68,010 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 | 4,715 | $11.06 | $52,147.90 |
DisclosureSEC source: 0001488813-20-000143 · wf-form4_159113561216247.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,129 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: Includes 69,649 Restricted Stock Units. Read SEC document |
| April 02, 2020 Filed Apr 6, 2020 22:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 12,313 | $10.03 | $123,499.39 |
DisclosureSEC source: 0001488813-20-000104 · wf-form4_158621269144672.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,844 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 84,817 Restricted Stock Units. Read SEC document |
| March 14, 2020 Filed Mar 18, 2020 23:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,043 | $15.19 | $31,033.17 |
DisclosureSEC source: 0001488813-20-000088 · wf-form4_158457406697519.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,531 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F2 · balance_after: Includes 72,504 Restricted Stock Units. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 20:39 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 4,507 | $20.36 | $91,753.51 |
DisclosureSEC source: 0001488813-20-000036 · wf-form4_158326793157449.xml · nonDerivative · entry 2 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,574 F3 · kind: (3) This transaction was executed in multiple trades at prices ranging from $20.3501 to $20.374. 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: (2) Includes 79,075 Restricted Stock Units. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 20:39 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 201 | $20.29 | $4,078.29 |
DisclosureSEC source: 0001488813-20-000036 · wf-form4_158326793157449.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,081 F1 · kind: (1) Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: (2) Includes 79,075 Restricted Stock Units. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 23:33 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 16,740 | $22.70 | $379,998.00 |
DisclosureSEC source: 0001488813-20-000014 · wf-form4_157990882031933.xml · nonDerivative · entry 2 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,282 F3 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the 2019 Annual Performance Awards. F4 · balance_after: Includes 79,720 Restricted Stock Units. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 23:33 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,859 | $22.70 | $42,199.30 |
DisclosureSEC source: 0001488813-20-000014 · wf-form4_157990882031933.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,542 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 62,980 Restricted Stock Units. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 20:40 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,646 | $21.44 | $142,490.24 |
DisclosureSEC source: 0001567619-19-020011 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,401 F1 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the 2018 Long Term Incentive Plan. F2 · balance_after: Includes 68,218 Restricted Stock Units. Read SEC document |
| July 02, 2019 Filed Jul 12, 2019 17:54 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 510 | $20.07 | $10,235.70 |
DisclosureSEC source: 0001567619-19-014714 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,755 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 61,572 Restricted Stock Units. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 20:53 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 19,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007094 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,265 F1 · kind: Grant of 19,713 Restricted Stock Units in connection with 2018 performance award, with 3-year ratable vesting. F2 · balance_after: Includes 63,210 Restricted Stock Units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:14 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 220 | $21.39 | $4,705.80 |
DisclosureSEC source: 0001567619-19-006057 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,552 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 43,497 Restricted Stock Units. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 22:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,760 | $21.92 | $38,579.20 |
DisclosureSEC source: 0001567619-19-005134 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,772 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 44,142 Restricted Stock Units. Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:26 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 282 | $21.49 | $6,060.18 |
DisclosureSEC source: 0001567619-19-004998 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,532 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 49,099 Restricted Stock Units. Read SEC document |
| December 11, 2018 Filed Dec 11, 2018 22:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 13,370 | $18.14 | $242,565.23 |
DisclosureSEC source: 0001567619-18-007724 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,814 F1 · price: This transaction was executed in multiple trades at prices ranging from $18.00 to $18.39. 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 49,814 Restricted Stock Units. Read SEC document |
| December 10, 2018 Filed Dec 10, 2018 21:24 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 13,370 | $18.01 | $240,761.61 |
DisclosureSEC source: 0001567619-18-007623 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,814 F1 · price: This transaction was executed in multiple trades at prices ranging from $18.00 to $18.075. 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 49,814 Restricted Stock Units. Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 22:26 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 13,370 | $18.01 | $240,761.61 |
DisclosureSEC source: 0001567619-18-007722 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,184 F1 · shares: Due to a broker's error, the transaction was rescinded and therefore did not occur for the reporting person's account. F2 · balance_after: Includes 49,814 Restricted Stock Units. Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:54 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 15,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-031293 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,244 F1 · kind: Grant of restricted stock award, with shares vesting subject to certain performance conditions in accordance with the terms of the 2018 Long Term Incentive Plan. F2 · balance_after: Includes 60,874 Restricted Stock Units. Read SEC document |
| July 02, 2018 Filed Jul 19, 2018 19:32 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-032899 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,184 F2 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the 2018 Long Term Incentive Plan. F1 · shares: On July 3, 2018, the reporting person filed a Form 4 reporting a grant of 15,976 shares, which mistakenly included 11,060 performance-based shares that had not yet been earned under the award. This Amendment corrects the number of shares granted under the award to remove such performance-based shares. F3 · balance_after: Includes 49,814 Restricted Stock Units. Read SEC document |
| May 23, 2018 Filed May 24, 2018 15:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionStock Options (right to buy) · Derivative | 11,871 | $0.00 Strike: $15.23 | $0.00 |
DisclosureSEC source: 0001140361-18-025472 · doc1.xml · derivative · entry 3 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,871 shares Expires 2023-05-21 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 23, 2018 Filed May 24, 2018 15:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 11,871 | $29.97 | $355,773.87 |
DisclosureSEC source: 0001140361-18-025472 · doc1.xml · nonDerivative · entry 2 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,268 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.71 to $30.11. 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 44,898 Restricted Stock Units. Read SEC document |
| May 23, 2018 Filed May 24, 2018 15:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionCommon Stock | 11,871 | $15.23 | $180,795.33 |
DisclosureSEC source: 0001140361-18-025472 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,139 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 44,898 Restricted Stock Units. Read SEC document |
| May 22, 2018 Filed May 23, 2018 19:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionStock Options (right to buy) · Derivative | 90,085 | $0.00 Strike: $15.23 | $0.00 |
DisclosureSEC source: 0001140361-18-025311 · doc1.xml · derivative · entry 3 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,871 Underlying: Common Stock · 90,085 shares Expires 2023-05-21 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 22, 2018 Filed May 23, 2018 19:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 90,085 | $29.90 | $2,693,541.50 |
DisclosureSEC source: 0001140361-18-025311 · doc1.xml · nonDerivative · entry 2 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,268 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.80 to $30.04. 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 44,898 Restricted Stock Units. Read SEC document |
| May 22, 2018 Filed May 23, 2018 19:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionCommon Stock | 90,085 | $15.23 | $1,371,994.55 |
DisclosureSEC source: 0001140361-18-025311 · doc1.xml · nonDerivative · entry 1 Ehst Richard A · CIK 0001527855 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,353 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 44,898 Restricted Stock Units. 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.