Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Coast Financial CORPACFC · Entity 167028 | Director | January 26, 2018 | January 29, 2018 |
| BM Technologies, Inc.MFAC.U · Entity 83670 | Director · 10% owner | September 21, 2018 | September 26, 2018 |
| Customers Bancorp, Inc.CUBI · Entity 4325 | Director · Chairman | August 03, 2026 | August 05, 2026 |
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.
Atlantic Coast Financial CORP
Report date January 26, 2018 · Filed January 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 136,191 |
Reported balance
After 2018-01-26 transaction · row 1
1 source rowRow 1 · 2018-01-26 · Grant · Acquired 600 · Balance 136,191 F1: Acquisition of restricted stock granted under the Company's Non-Employee Director Open Market Stock Plan. The shares are immediately vested and are restricted until 1/27/19 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 1,746 |
Reported balance
Holding disclosure · report date 2018-01-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,746 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $14.95 · Expires 2020-06-28 | Direct | 19,600 |
Reported balance
Holding disclosure · report date 2018-01-26 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 19,600 |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of restricted stock granted under the Company's Non-Employee Director Open Market Stock Plan. The shares are immediately vested and are restricted until 1/27/19
BM Technologies, Inc.
Report date September 21, 2018 · Filed September 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 4,232,222 |
Reported balance
After 2018-09-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-09-21 · Other · Disposed 80,278 · Balance 4,232,222 F1: As described in the issuer's registration statement on Form S-1 (File No. 333-226270) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F2: As contemplated in connection with the initial public offering of the issuer, 80,278 shares of Class B common stock of the issuer were returned by MFA Investor Holdings LLC (the "Sponsor") to the issuer for no consideration and cancelled because the underwriters' over-allotment option was not exercised in full. F3: These shares represent the Class B common stock held by the Sponsor acquired pursuant to a subscription agreement by and between the Sponsor and the issuer. Mr. Sidhu is a managing member of the Sponsor, and shares the voting and dispositive power of the securities held by the Sponsor. Accordingly, Mr. Sidhu may be deemed to have or share beneficial ownership of such shares. Mr. Sidhu disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-226270) under the heading "Description of Securities--Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F2: As contemplated in connection with the initial public offering of the issuer, 80,278 shares of Class B common stock of the issuer were returned by MFA Investor Holdings LLC (the "Sponsor") to the issuer for no consideration and cancelled because the underwriters' over-allotment option was not exercised in full.
F3: These shares represent the Class B common stock held by the Sponsor acquired pursuant to a subscription agreement by and between the Sponsor and the issuer. Mr. Sidhu is a managing member of the Sponsor, and shares the voting and dispositive power of the securities held by the Sponsor. Accordingly, Mr. Sidhu may be deemed to have or share beneficial ownership of such shares. Mr. Sidhu disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest he may have therein, directly or indirectly.
Customers Bancorp, Inc.
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 667,757 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Sale · Disposed 68,821 · Balance 667,757 F1: This transaction was executed in multiple trades at prices ranging from $79.265 to $80.43. 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 transition was affected F2: Includes 53,669 Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 3,701 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,701 F3: Shares held in Sherry Sidhu Individual Account. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 213,560 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 213,560 F4: Jay S. Sidhu, A/K/A Jashpinder S. Sidhu, FBO Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, and Descendants Irrevocable Trust. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 181,825 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 181,825 F5: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 1. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 158,552 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 158,552 F6: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 2. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $79.265 to $80.43. 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 transition was affected
F2: Includes 53,669 Restricted Stock Units.
F3: Shares held in Sherry Sidhu Individual Account.
F4: Jay S. Sidhu, A/K/A Jashpinder S. Sidhu, FBO Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, and Descendants Irrevocable Trust.
F5: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 1.
F6: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 2.
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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 5, 2026 20:06 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 68,821 | $80.09 | $5,511,791.30 |
DisclosureSEC source: 0001222371-26-000010 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 667,757 F1 · price: This transaction was executed in multiple trades at prices ranging from $79.265 to $80.43. 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 transition was affected F2 · balance_after: Includes 53,669 Restricted Stock Units. Read SEC document |
| July 30, 2026 Filed Jul 31, 2026 21:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 835 | $79.00 | $65,965.00 |
DisclosureSEC source: 0001222371-26-000009 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 736,578 F2 · balance_after: Includes 53,669 Restricted Stock Units. Read SEC document |
| July 29, 2026 Filed Jul 31, 2026 21:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 30,344 | $79.20 | $2,403,168.94 |
DisclosureSEC source: 0001222371-26-000009 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 737,413 F1 · price: This transaction was executed in multiple trades at prices ranging from $79.00 to $79.50. 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 transition was affected F2 · balance_after: Includes 53,669 Restricted Stock Units. Read SEC document |
| May 27, 2026 Filed May 28, 2026 20:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 60,315 | $76.23 | $4,597,565.16 |
DisclosureSEC source: 0001222371-26-000008 · primarydocument.xml · nonDerivative · entry 3 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 767,557 F4 · price: This transaction was executed in multiple trades at prices ranging from $76.00 to $76.87. 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 transition was affected F3 · balance_after: Includes 53,669 Restricted Stock Units. Read SEC document |
| April 12, 2026 Filed Apr 14, 2026 17:22 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,325 | $73.99 | $98,036.75 |
DisclosureSEC source: 0001222371-26-000007 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 804,795 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 30,592 Restricted Stock Units. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 15:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,461 | $73.80 | $107,821.80 |
DisclosureSEC source: 0001222371-26-000006 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 806,120 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 33,958 Restricted Stock Units. Read SEC document |
| April 08, 2026 Filed May 28, 2026 20:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 7,047 | $73.80 | $520,068.60 |
DisclosureSEC source: 0001222371-26-000008 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 827,872 F1 · price: Grant of Restricted Stock Units was contingent upon shareholder approval of an amendment to the Issuer's 2019 Stock Incentive Plan, which approval was obtained on May 26, 2026. F3 · balance_after: Includes 53,669 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,704 | $71.70 | $480,676.80 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 7 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 807,581 F4 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 17,036 | $71.70 | $1,221,481.20 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 6 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 814,285 F3 · shares: The amount of securities acquired reflects a grant of Performance Stock Units award with shares vesting in accordance with the terms of the 2023 Long Term Incentives. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,705 | $71.70 | $480,748.50 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 5 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 797,249 F4 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 17,037 | $71.70 | $1,221,552.90 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 4 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 803,954 F3 · shares: The amount of securities acquired reflects a grant of Performance Stock Units award with shares vesting in accordance with the terms of the 2023 Long Term Incentives. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,908 | $71.70 | $495,303.60 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 3 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 786,917 F4 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 17,553 | $71.70 | $1,258,550.10 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 793,825 F3 · shares: The amount of securities acquired reflects a grant of Performance Stock Units award with shares vesting in accordance with the terms of the 2023 Long Term Incentives. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:28 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 3,010 | $71.70 | $215,817.00 |
DisclosureSEC source: 0001222371-26-000005 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 776,272 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 37,670 Restricted Stock Units. Read SEC document |
| April 04, 2026 Filed Apr 7, 2026 18:57 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,657 | $70.41 | $468,719.37 |
DisclosureSEC source: 0001222371-26-000004 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,282 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 45,318 Restricted Stock Units. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 22:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,141 | $64.72 | $138,565.52 |
DisclosureSEC source: 0001222371-26-000003 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 785,939 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 62,234 Restricted Stock Units. Read SEC document |
| March 14, 2026 Filed Mar 17, 2026 22:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,400 | $64.72 | $90,608.00 |
DisclosureSEC source: 0001222371-26-000003 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 788,080 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 70,540 Restricted Stock Units. Read SEC document |
| March 13, 2026 Filed May 28, 2026 20:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 16,030 | $64.72 | $1,037,461.60 |
DisclosureSEC source: 0001222371-26-000008 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 820,825 F1 · price: Grant of Restricted Stock Units was contingent upon shareholder approval of an amendment to the Issuer's 2019 Stock Incentive Plan, which approval was obtained on May 26, 2026. F2 · balance_after: Includes 46,622 Restricted Stock Units. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 21:09 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 551 | $76.18 | $41,975.18 |
DisclosureSEC source: 0001222371-26-000002 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 789,480 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 76,288 Restricted Stock Units. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 20:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 1,035 | $73.40 | $75,969.00 |
DisclosureSEC source: 0001222371-26-000001 · primarydocument.xml · nonDerivative · entry 3 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 181,825 F2 · ownership.nature: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 1 Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 20:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 517 | $73.40 | $37,947.80 |
DisclosureSEC source: 0001222371-26-000001 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 158,552 F1 · ownership.nature: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 2. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 20:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 1,552 | $73.40 | $113,916.80 |
DisclosureSEC source: 0001222371-26-000001 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 3,701 Read SEC document |
| December 03, 2025 Filed Dec 3, 2025 21:06 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 128,185 | $69.43 | $8,900,089.65 |
DisclosureSEC source: 0001222371-25-000005 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 790,031 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.79 to $70.09. 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 transition was affected. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| November 25, 2025 Filed Nov 28, 2025 21:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 7,479 | $70.06 | $523,947.33 |
DisclosureSEC source: 0001222371-25-000004 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 918,216 F1 · price: This transaction was executed in multiple trades at prices ranging from $70.00 to $70.365. 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 transition was affected. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| November 12, 2025 Filed Nov 12, 2025 22:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 2,522 | $68.39 | $172,481.09 |
DisclosureSEC source: 0001222371-25-000003 · primarydocument.xml · nonDerivative · entry 3 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925,695 F4 · price: This transaction was executed in multiple trades at prices ranging from $68.00 to $68.84 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 transition was affected. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 22:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 24,784 | $68.05 | $1,686,464.46 |
DisclosureSEC source: 0001222371-25-000003 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 928,217 F3 · price: This transaction was executed in multiple trades at prices ranging from $68.00 to $68.48. 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 transition was affected. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 22:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 13,595 | $68.69 | $933,873.18 |
DisclosureSEC source: 0001222371-25-000003 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 953,001 F1 · price: This transaction was executed in multiple trades at prices ranging from $68.50 to $68.835. 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 transition was affected. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:44 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,263 | $67.75 | $85,568.25 |
DisclosureSEC source: 0001222371-25-000002 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 966,596 F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 21:44 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 22,172 | $67.76 | $1,502,337.03 |
DisclosureSEC source: 0001222371-25-000002 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 967,859 F1 · price: This transaction was executed in multiple trades at prices ranging from $67.75 to $67.885. 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 transition was affected. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| April 12, 2025 Filed Apr 15, 2025 12:17 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 820 | $43.80 | $35,916.00 |
DisclosureSEC source: 0001562180-25-003154 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 989,739 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 78,146 Restricted Stock Units. Read SEC document |
| April 08, 2025 Filed Apr 10, 2025 12:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 11,135 | $42.75 | $476,021.25 |
DisclosureSEC source: 0001562180-25-003090 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990,559 F1 · shares: The amount of securities acquired reflects a grant of Restricted Stock Units award representing 40% of the time vested component of the 2024 Long Term Incentives. F2 · balance_after: Includes 81,512 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,155 | $43.40 | $50,127.00 |
DisclosureSEC source: 0001562180-25-003082 · primarydocument.xml · nonDerivative · entry 5 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 979,424 F4 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F5 · balance_after: Includes 70,377 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,574 | $43.40 | $111,711.60 |
DisclosureSEC source: 0001562180-25-003082 · primarydocument.xml · nonDerivative · entry 4 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 980,579 F3 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 73,312 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,539 | $43.40 | $283,792.60 |
DisclosureSEC source: 0001562180-25-003082 · primarydocument.xml · nonDerivative · entry 3 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 983,153 F1 · shares: The amount of securities acquired reflects a grant of Performance Stock Units award with shares vesting in accordance with the terms of the 2021 Long Term Incentives. F2 · balance_after: Includes 73,312 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,881 | $43.40 | $81,635.40 |
DisclosureSEC source: 0001562180-25-003082 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 976,614 F3 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 73,312 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,737 | $43.40 | $292,385.80 |
DisclosureSEC source: 0001562180-25-003082 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 978,495 F1 · shares: The amount of securities acquired reflects a grant of Performance Stock Units award with shares vesting in accordance with the terms of the 2021 Long Term Incentives. F2 · balance_after: Includes 73,312 Restricted Stock Units. Read SEC document |
| April 06, 2025 Filed Apr 8, 2025 12:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,241 | $43.46 | $97,393.86 |
DisclosureSEC source: 0001562180-25-003056 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 971,758 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 73,312 Restricted Stock Units. Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 12:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 5,888 | $43.46 | $255,892.48 |
DisclosureSEC source: 0001562180-25-003056 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973,999 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 80,961 Restricted Stock Units. Read SEC document |
| March 22, 2025 Filed Mar 25, 2025 12:24 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,250 | $51.55 | $64,437.50 |
DisclosureSEC source: 0001562180-25-002725 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 979,694 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 97,877 Restricted Stock Units. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 19:13 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,023 | $50.79 | $102,748.17 |
DisclosureSEC source: 0001562180-25-002498 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 980,944 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F4 · balance_after: Includes 103,007 Restricted Stock Units. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 19:13 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 17,244 | $50.79 | $875,822.76 |
DisclosureSEC source: 0001562180-25-002498 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 982,967 F1 · shares: The amount of securities acquired reflects a grant of Restricted Stock Units award with shares vesting in accordance with the terms of the 2024 Bonus Incentive. F2 · balance_after: Includes 111,314 Restricted Stock Units. Read SEC document |
| February 04, 2025 Filed Feb 4, 2025 23:11 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 67,000 | $56.82 | $3,806,846.20 |
DisclosureSEC source: 0001562180-25-000918 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965,723 F3 · price: This transaction was executed in multiple trades at prices ranging from $56.5000 to $57.1400. 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 transition was affected. F2 · balance_after: Includes 94,070 Restricted Stock Units. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 23:11 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 33,173 | $57.25 | $1,899,137.66 |
DisclosureSEC source: 0001562180-25-000918 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,032,723 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.0300 to $57.9000. 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 transition was affected. F2 · balance_after: Includes 94,070 Restricted Stock Units. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 22:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 552 | $48.83 | $26,954.16 |
DisclosureSEC source: 0001562180-25-000261 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,065,896 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 94,070 Restricted Stock Units. Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 22:54 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 745 | $48.31 | $35,990.95 |
DisclosureSEC source: 0001562180-25-000024 · primarydocument.xml · nonDerivative · entry 5 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 158,035 F4 · ownership.nature: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 2. Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 22:54 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 745 | $48.31 | $35,990.95 |
DisclosureSEC source: 0001562180-25-000024 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 5,253 Read SEC document |
| November 11, 2024 Filed Nov 12, 2024 13:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 86,578 | $56.54 | $4,895,284.62 |
DisclosureSEC source: 0001562180-24-007629 · primarydocument.xml · nonDerivative · entry 3 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,090,598 F4 · price: This transaction was executed in multiple trades at prices ranging from $55.9800 to $56.9350. 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 transition was affected. F2 · balance_after: Includes 95,929 Restricted Stock Units. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 13:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 12,562 | $53.01 | $665,906.60 |
DisclosureSEC source: 0001562180-24-007629 · primarydocument.xml · nonDerivative · entry 2 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,177,176 F3 · price: This transaction was executed in multiple trades at prices ranging from $53.00 to $53.0950. 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 transition was affected. F2 · balance_after: Includes 95,929 Restricted Stock Units. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 13:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 860 | $54.73 | $47,069.00 |
DisclosureSEC source: 0001562180-24-007629 · primarydocument.xml · nonDerivative · entry 1 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,189,738 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.5750 to $54.90. 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 transition was affected. F2 · balance_after: Includes 95,929 Restricted Stock Units. Read SEC document |
| August 02, 2024 Filed Jan 8, 2025 16:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 13,500 | $57.39 | $774,765.00 |
DisclosureSEC source: 0001562180-25-000264 · primarydocument.xml · nonDerivative · entry 4 SIDHU JAY S · CIK 0001222371 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 180,790 F3 · ownership.nature: Sherry K. Sidhu, A/K/A Pushpinder K. Sidhu, Family Trust No. 1 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.