Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Risk Professional | October 23, 2020 | October 26, 2020 |
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 October 23, 2020 · Filed October 26, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,949 |
Reported balance
After 2020-10-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-10-23 · Tax withholding · Disposed 151 · Balance 12,949 F1: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2: Includes 11,064 Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of previously issued restricted stock award.
F2: Includes 11,064 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 |
|---|---|---|---|---|---|---|
| October 23, 2020 Filed Oct 26, 2020 16:41 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 151 | $13.98 | $2,110.98 |
DisclosureSEC source: 0001488813-20-000208 · wf-form4_160374489944017.xml · nonDerivative · entry 1 Jastrem Thomas John · CIK 0001809016 · Risk Professional 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,949 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 11,064 Restricted Stock Units. Read SEC document |
| September 26, 2020 Filed Sep 29, 2020 15:40 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 611 | $10.89 | $6,653.79 |
DisclosureSEC source: 0001488813-20-000198 · wf-form4_160140838815399.xml · nonDerivative · entry 1 Jastrem Thomas John · CIK 0001809016 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,100 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 11,587 Restricted Stock Units. Read SEC document |
| March 04, 2020 Filed Apr 22, 2020 16:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 532 | $20.90 | $11,117.36 |
DisclosureSEC source: 0001488813-20-000126 · wf-form4_158758657726328.xml · nonDerivative · entry 5 Jastrem Thomas John · CIK 0001809016 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,711 F8 · kind: This transaction was executed in multiple trades at prices ranging from $20.89 to $20.91. F6 · price: 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. F7 · balance_after: Includes 13,711 Restricted Stock Units. Read SEC document |
| March 04, 2020 Filed Apr 22, 2020 16:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 275 | $20.29 | $5,579.75 |
DisclosureSEC source: 0001488813-20-000126 · wf-form4_158758657726328.xml · nonDerivative · entry 4 Jastrem Thomas John · CIK 0001809016 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,243 F3 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F7 · balance_after: Includes 13,711 Restricted Stock Units. Read SEC document |
| March 02, 2020 Filed Apr 22, 2020 16:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 2,125 | $20.65 | $43,889.11 |
DisclosureSEC source: 0001488813-20-000126 · wf-form4_158758657726328.xml · nonDerivative · entry 3 Jastrem Thomas John · CIK 0001809016 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,518 F5 · kind: This transaction was executed in multiple trades at prices ranging from $20.653 to $20.665. F6 · price: 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. F4 · balance_after: Includes 14,518 Restricted Stock Units. Read SEC document |
| March 02, 2020 Filed Apr 22, 2020 16:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 125 | $20.29 | $2,536.25 |
DisclosureSEC source: 0001488813-20-000126 · wf-form4_158758657726328.xml · nonDerivative · entry 2 Jastrem Thomas John · CIK 0001809016 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,643 F3 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock units award. F4 · balance_after: Includes 14,518 Restricted Stock Units. Read SEC document |
| January 10, 2020 Filed Apr 22, 2020 16:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 7,610 | $22.34 | $170,007.40 |
DisclosureSEC source: 0001488813-20-000126 · wf-form4_158758657726328.xml · nonDerivative · entry 1 Jastrem Thomas John · CIK 0001809016 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,768 F1 · kind: Grant of restricted stock units award, with shares vesting in accordance with the terms of the 2019 Annual Performance Awards. F2 · balance_after: Includes 14,883 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.