Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Chief Administrative Officer | April 05, 2021 | April 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 April 05, 2021 · Filed April 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,754 |
Reported balance
After 2021-04-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-04-05 · Sale · Disposed 953 · Balance 13,754 F1: Share Sale pursuant to 10b5-1 Plan adopted on 03/10/2020. F2: This transaction was executed in multiple trades at prices ranging from $31.71 to $32.43. 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: Includes 13,754 Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Share Sale pursuant to 10b5-1 Plan adopted on 03/10/2020.
F2: This transaction was executed in multiple trades at prices ranging from $31.71 to $32.43. 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: Includes 13,754 Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| April 05, 2021 Filed Apr 6, 2021 15:08 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 953 | $31.83 | $30,332.18 |
DisclosureSEC source: 0001562180-21-002687 · primarydocument.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,754 F1 · kind: Share Sale pursuant to 10b5-1 Plan adopted on 03/10/2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $31.71 to $32.43. 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 13,754 Restricted Stock Units. Read SEC document |
| April 02, 2021 Filed Apr 5, 2021 18:26 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 380 | $32.02 | $12,167.60 |
DisclosureSEC source: 0001562180-21-002606 · primarydocument.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,707 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 13,754 Restricted Stock Units. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 20:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 172 | $28.61 | $4,920.95 |
DisclosureSEC source: 0001488813-21-000079 · wf-form4_161489006020354.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,087 F1 · kind: Share Sale pursuant to 10b5-1 Plan adopted on 03/10/2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $27.64 to $28.785. 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 15,087 Restricted Stock Units. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:53 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 88 | $27.70 | $2,437.60 |
DisclosureSEC source: 0001488813-21-000074 · wf-form4_161471837632131.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,259 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 15,087 Restricted Stock Units. Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 16:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,680 | $22.26 | $37,402.68 |
DisclosureSEC source: 0001488813-21-000022 · wf-form4_161064228214797.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,347 F1 · kind: Share Sale pursuant to 10b5-1 Plan adopted on 03/10/2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $22.07 to $22.47. 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 15,347 Restricted Stock Units. Read SEC document |
| January 10, 2021 Filed Jan 12, 2021 21:23 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 857 | $21.69 | $18,588.33 |
DisclosureSEC source: 0001488813-21-000014 · wf-form4_161048658481481.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,027 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 15,347 Restricted Stock Units. Read SEC document |
| September 29, 2020 Filed Sep 30, 2020 15:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,519 | $11.07 | $16,816.85 |
DisclosureSEC source: 0001488813-20-000202 · wf-form4_160148050626251.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,884 F1 · kind: Share Sale pursuant to 10b5-1 Plan adopted on 03/10/2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.92 to $11.3. 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 17,884 Restricted Stock Units. Read SEC document |
| September 26, 2020 Filed Sep 29, 2020 19:41 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 605 | $10.89 | $6,588.45 |
DisclosureSEC source: 0001488813-20-000199 · wf-form4_160140849262661.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,403 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 17,884 Restricted Stock Units. Read SEC document |
| April 02, 2020 Filed Apr 6, 2020 22:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,000 | $10.03 | $40,120.00 |
DisclosureSEC source: 0001488813-20-000106 · wf-form4_158621323114408.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,008 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 20,008 Restricted Stock Units. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 23:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 388 | $10.29 | $3,992.52 |
DisclosureSEC source: 0001488813-20-000094 · wf-form4_158578534905726.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,008 F1 · kind: Share Sale pursuant to 10b5-1 Plan adopted on 11/01/2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.06 to $10.63. 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 16,008 Restricted Stock Units. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 20:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 88 | $20.29 | $1,785.52 |
DisclosureSEC source: 0001488813-20-000056 · wf-form4_158335223881610.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,507 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 16,336 Restricted Stock Units. Read SEC document |
| January 10, 2020 Filed Jan 24, 2020 23:43 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 7,610 | $22.34 | $170,007.40 |
DisclosureSEC source: 0001488813-20-000021 · wf-form4_157990936865794.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,595 F1 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the award. F2 · balance_after: Included 16,595 Restricted Stock Units Read SEC document |
| September 27, 2019 Filed Oct 23, 2019 18:13 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,519 | $21.17 | $32,149.64 |
DisclosureSEC source: 0001567619-19-019918 · doc1.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,985 F1 · kind: Share Sale pursuant to 10b5-1 Plan adopted on 11/01/2018. F2 · balance_after: Includes 8,985 Restricted Stock Units. Read SEC document |
| September 26, 2019 Filed Oct 2, 2019 16:22 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 605 | $21.12 | $12,777.60 |
DisclosureSEC source: 0001567619-19-019026 · doc1.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,504 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 8,985 Restricted Stock Units. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 15:34 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: 0001567619-19-015588 · doc1.xml · derivative · entry 3 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| July 31, 2019 Filed Aug 1, 2019 15:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 5,500 | $20.61 | $113,352.80 |
DisclosureSEC source: 0001567619-19-015588 · doc1.xml · nonDerivative · entry 2 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,109 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.59 to $20.705. 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. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 15:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionCommon Stock | 5,500 | $17.65 | $97,075.00 |
DisclosureSEC source: 0001567619-19-015588 · doc1.xml · nonDerivative · entry 1 Collins James T. · CIK 0001776488 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,609 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 11,109 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.