Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | CFO&Executive Vice President | July 02, 2018 | July 19, 2018 |
| Finwise BancorpFINW · Entity 6350 | EVP, Chief Financial Officer | July 28, 2026 | July 29, 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.
Customers Bancorp, Inc.
Report date July 02, 2018 · Filed July 19, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,791 |
Reported balance
After 2018-07-02 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2018-07-02 · Grant · Acquired 2,760 · Balance 31,791 F2: Grant of restricted stock award, with shares vesting in accordance with the terms of the 2018 Long Term Incentive Plan. F1: On July 3, 2018, the reporting person filed a Form 4 reporting a grant of 11,660 shares, which included 8,072 performance-based shares that had not yet been earned under the award. This Amendment corrects the number of shares granted under the award and removes such performance-based shares. F3: Includes 29,654 Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 3, 2018, the reporting person filed a Form 4 reporting a grant of 11,660 shares, which included 8,072 performance-based shares that had not yet been earned under the award. This Amendment corrects the number of shares granted under the award and removes such performance-based shares.
F2: Grant of restricted stock award, with shares vesting in accordance with the terms of the 2018 Long Term Incentive Plan.
F3: Includes 29,654 Restricted Stock Units.
Finwise Bancorp
Report date July 28, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 80,278 |
Reported balance
After 2026-07-28 transaction · row 1
1 source rowRow 1 · 2026-07-28 · Grant · Acquired 26,192 · Balance 80,278 |
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 28, 2026 Filed Jul 29, 2026 21:49 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 26,192 | $13.96 | $365,640.32 |
DisclosureSEC source: 0001856365-26-000102 · wk-form4_1785361774.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,278 Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:06 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 3,067 | $14.24 | $43,674.08 |
DisclosureSEC source: 0001856365-26-000064 · wk-form4_1780344359.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,086 Read SEC document |
| May 27, 2026 Filed May 28, 2026 23:57 UTC | Finwise Bancorp FINW · Entity 6350 | Tax withholdingCommon Stock, par value $0.001 per share | 3,918 | $14.00 | $54,852.00 |
DisclosureSEC source: 0001856365-26-000062 · wk-form4_1780012656.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,153 Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 20:15 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 2,000 | $13.98 | $27,960.00 |
DisclosureSEC source: 0001628280-25-033503 · wk-form4_1751314502.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,071 Read SEC document |
| May 27, 2025 Filed May 29, 2025 22:17 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 24,071 | $14.70 | $353,843.70 |
DisclosureSEC source: 0001628280-25-028438 · wk-form4_1748557059.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,071 Read SEC document |
| July 03, 2024 Filed Jul 5, 2024 20:22 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001488174-24-000007 · wk-form4_1720210949.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| May 28, 2024 Filed May 29, 2024 21:23 UTC | Finwise Bancorp FINW · Entity 6350 | GrantCommon Stock, par value $0.001 per share | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001488174-24-000005 · wk-form4_1717017799.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 20:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 11,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-031295 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,691 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 38,554 Restricted Stock Units. Read SEC document |
| July 02, 2018 Filed Jul 19, 2018 19:33 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 2,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-032900 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,791 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 11,660 shares, which included 8,072 performance-based shares that had not yet been earned under the award. This Amendment corrects the number of shares granted under the award and removes such performance-based shares. F3 · balance_after: Includes 29,654 Restricted Stock Units. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 22:49 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 104 | $29.34 | $3,051.36 |
DisclosureSEC source: 0001140361-18-011358 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,031 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 26,894 Restricted Stock Units. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:30 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 154 | $30.77 | $4,738.58 |
DisclosureSEC source: 0001140361-18-009475 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,135 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 27,175 Restricted Stock Units. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 20:10 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 141 | $30.46 | $4,294.86 |
DisclosureSEC source: 0001140361-18-002874 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,289 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 27,592 Restricted Stock Units. Read SEC document |
| December 20, 2017 Filed Dec 30, 2017 00:02 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $26.65 | $0.00 |
DisclosureSEC source: 0001140361-17-047856 · doc1.xml · derivative · entry 2 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2027-12-20 F2 · balance_after: Under the terms of the Customers Bancorp, Inc. 2010 Stock Option Plan, these Stock Options will vest and become exercisable on the fifth anniversary of date of grant, provided the trading price of the company's voting common stock is above $40 for ten days prior to exercise. These Stock Options will also vest upon a change of control of the company. Read SEC document |
| November 28, 2017 Filed Nov 29, 2017 21:17 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 20,315 | $26.58 | $539,972.70 |
DisclosureSEC source: 0001140361-17-044166 · doc1.xml · nonDerivative · entry 2 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,430 F3 · price: This transaction was executed in multiple trades at prices ranging from $26.50 to $26.71. 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. F1 · balance_after: Includes 27,974 Restricted Stock Units. Read SEC document |
| November 27, 2017 Filed Nov 29, 2017 21:17 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 29,685 | $26.71 | $792,886.35 |
DisclosureSEC source: 0001140361-17-044166 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,745 F2 · price: This transaction was executed in multiple trades at prices ranging from $26.61 to $26.84. 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 transaction was effected. F1 · balance_after: Includes 27,974 Restricted Stock Units. Read SEC document |
| February 28, 2017 Filed Mar 15, 2017 16:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 7,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-012011 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,430 F1 · kind: Grant of restricted stock award in connection with 2016 performance bonus, with shares vesting in accordance with the terms of the award. A portion of this grant was provided in lieu of a cash bonus payment. F2 · balance_after: Includes 27,974 Restricted Stock Units. Read SEC document |
| February 20, 2017 Filed Feb 27, 2017 22:10 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 412 | $34.99 | $14,415.88 |
DisclosureSEC source: 0001140361-17-009451 · doc1.xml · nonDerivative · entry 2 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,850 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 20,394 Restricted Stock Units. Read SEC document |
| February 16, 2017 Filed Feb 27, 2017 22:10 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 154 | $35.36 | $5,445.44 |
DisclosureSEC source: 0001140361-17-009451 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,262 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 21,513 Restricted Stock Units. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 21:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 141 | $34.34 | $4,841.94 |
DisclosureSEC source: 0001140361-17-002887 · doc1.xml · nonDerivative · entry 1 Wahlman Robert E. · CIK 0001488174 · CFO&Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,416 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 21,930 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.