Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Chief Accounting Officer | March 02, 2020 | March 04, 2020 |
| Embassy Bancorp, Inc.emyb · Entity 6451 | EVP, CFO | June 15, 2026 | June 15, 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 March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,891 |
Reported balance
After 2020-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-02 · Tax withholding · Disposed 28 · Balance 8,891 F1: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2: Includes 8,075 Restricted Stock Units. F3: Includes 194 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of previously issued restricted stock award.
F2: Includes 8,075 Restricted Stock Units.
F3: Includes 194 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan.
Embassy Bancorp, Inc.
Report date June 15, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,212.5674 |
Reported balance
After 2026-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-15 · Purchase · Acquired 50 · Balance 3,212.5674 F1: Includes 115.0340 shares acquired pursuant to the dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 115.0340 shares acquired pursuant to the dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| June 15, 2026 Filed Jun 15, 2026 20:06 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | PurchaseCommon Stock | 50 | $21.45 | $1,072.50 |
DisclosureSEC source: 0001761460-26-000001 · primary_doc.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · EVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,212.5674 F1 · balance_after: Includes 115.0340 shares acquired pursuant to the dividend reinvestment plan. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 15:40 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001761460-25-000004 · primary_doc.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · EVP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,047.5334 F1 · shares: Shares of restricted stock granted December 15, 2025 pursuant to Amended and Restated 2010 Stock Incentive Plan. These shares vest one-third each year over a three year period. Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 19:45 UTC | Embassy Bancorp, Inc. emby · Entity 6451 | PurchaseCommon Stock | 250 | $17.73 | $4,432.50 |
DisclosureSEC source: 0001761460-25-000003 · primary_doc.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · EVP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,605.5334 F1 · balance_after: Includes 250.899274 shares acquired under the Embassy Bancorp, Inc. Employee Stock Purchase Plan. F2 · balance_after: Includes 53.78281 shares acquired pursuant to the dividend reinvestment plan. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 20:31 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 303 | $0.00 | $0.00 |
DisclosureSEC source: 0001761460-24-000004 · primary_doc.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · EVP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050.8513 F1 · shares: Shares of restricted stock granted on December 13, 2024 pursuant to the Amended and Restated 2010 Stock Incentive Plan. These shares vest one-third each year over a three year period. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 20:02 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 28 | $20.29 | $568.12 |
DisclosureSEC source: 0001488813-20-000055 · wf-form4_158335212961087.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,891 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 8,075 Restricted Stock Units. F3 · balance_after: Includes 194 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| January 10, 2020 Filed Jan 24, 2020 23:41 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 5,595 | $22.34 | $124,992.30 |
DisclosureSEC source: 0001488813-20-000019 · wf-form4_157990926538299.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,919 F1 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the award. F2 · balance_after: Includes 8,156 Restricted Stock Units F3 · balance_after: Includes 194 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 18:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 219 | $21.65 | $4,741.35 |
DisclosureSEC source: 0001567619-19-019996 · doc1.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,324 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 2,561 Restricted Stock Units. F3 · balance_after: Includes 164 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:26 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantEmployee Stock Options (right to buy) · Derivative | 9,217 | $0.00 Strike: $19.28 | $0.00 |
DisclosureSEC source: 0001567619-19-007121 · doc1.xml · derivative · entry 2 Skumin Jeffrey C. · CIK 0001761460 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,217 Underlying: Common Stock · 9,217 shares Expires 2029-03-14 F1 · balance_after: Grant of 9,217 Employee Stock Options in connection with 2018 performance bonus, with shares vesting in three equal annual installments. A portion of this grant was provided in lieu of a cash bonus payment. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:31 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 29 | $21.58 | $625.82 |
DisclosureSEC source: 0001567619-19-006021 · doc1.xml · nonDerivative · entry 1 Skumin Jeffrey C. · CIK 0001761460 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,437 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 3,328 Restricted Stock Units. F3 · balance_after: Includes 58 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. 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.