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person · Reporting owner

Date Rajeev V

Disclosed activity across 4 companies

Tapewire entity
38823
SEC CIK
0001672444

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BM Technologies, Inc.MFAC.U · Entity 83670DirectorAugust 23, 2018August 24, 2018
Customers Bancorp, Inc.CUBI · Entity 4325DirectorMarch 17, 2025March 19, 2025
GREEN DOT CORPGDOT · Entity 5163DirectorMay 25, 2023May 30, 2023

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.

BM Technologies, Inc.

Report date August 23, 2018 · Filed August 24, 2018

This filing explicitly reported no securities owned.

Customers Bancorp, Inc.

Report date March 17, 2025 · Filed March 19, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect6,900 Reported balance After 2025-03-17 transaction · row 1
1 source row

Row 1 · 2025-03-17 · Grant · Acquired 625 · Balance 6,900

F1: This stock was issued to the reporting person in lieu of cash for Director compensation for Q1 2025.

Filing footnotes · ownership attribution and instrument terms

F1: This stock was issued to the reporting person in lieu of cash for Director compensation for Q1 2025.

GREEN DOT CORP

Report date May 25, 2023 · Filed May 30, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect33,693 Reported balance After 2023-05-25 transaction · row 1
1 source row

Row 1 · 2023-05-25 · Grant · Acquired 14,253 · Balance 33,693

F1: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the 2024 annual stockholders meeting.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares of Class A Common Stock underlying a restricted stock unit award that will vest as to all underlying shares on the earlier of (i) the first anniversary of the date of grant or (ii) the date of the 2024 annual stockholders meeting.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Circle Internet Group, Inc.

Report date June 12, 2026 · Filed June 12, 2026

Section 16 reporting ended · disclosed 2026-06-12. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect152,328 Reported balance Holding disclosure · report date 2026-06-12 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 152,328

F1: Effective as of June 12, 2026, Mr. Date resigned as a member of the Board of Directors of the Company. In connection with the resignation, 2,018 unvested time-based RSUs previously awarded to him were automatically forfeited.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.08 · Expires 2028-03-07Direct31,830 Reported balance Holding disclosure · report date 2026-06-12 · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · Balance 31,830

F2: The stock options are fully vested.

Filing footnotes · ownership attribution and instrument terms

F1: Effective as of June 12, 2026, Mr. Date resigned as a member of the Board of Directors of the Company. In connection with the resignation, 2,018 unvested time-based RSUs previously awarded to him were automatically forfeited.

F2: The stock options are fully vested.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 09, 2026 Filed Jun 10, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionStock Option (Right to Buy) · Derivative 1,273 $0.00 Strike: $0.08 $0.00
Disclosure

SEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · derivative · entry 6

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,830

Underlying: Class A Common Stock · 1,273 shares

Expires 2028-03-07

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.

F3 · derivative.exercise_date: The stock options are fully vested.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 1,273 $85.00 $108,205.00
Disclosure

SEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 4

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 154,346

F1 · kind: The reported sale was made pursuant to a 10b5-1 trading plan.

F2 · balance_after: Represents 152,328 shares of Class A common stock held outright by the Reporting Person and 2,018 shares of Class A common stock issuable upon the vesting of restricted stock units.

Read SEC document
June 09, 2026 Filed Jun 10, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionClass A Common Stock 1,273 $0.08 $101.84
Disclosure

SEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 155,619

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
June 08, 2026 Filed Jun 10, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionStock Option (Right to Buy) · Derivative 1,273 $0.00 Strike: $0.08 $0.00
Disclosure

SEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · derivative · entry 5

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,103

Underlying: Class A Common Stock · 1,273 shares

Expires 2028-03-07

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.

F3 · derivative.exercise_date: The stock options are fully vested.

Read SEC document
June 08, 2026 Filed Jun 10, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 1,273 $83.75 $106,613.75
Disclosure

SEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 154,346

F1 · kind: The reported sale was made pursuant to a 10b5-1 trading plan.

Read SEC document
June 08, 2026 Filed Jun 10, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionClass A Common Stock 1,273 $0.08 $101.84
Disclosure

SEC source: 0001876042-26-000188 · wk-form4_1781125289.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 155,619

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
May 15, 2026 Filed May 18, 2026 21:14 UTC Circle Internet Group, Inc. CRCL · Entity 2104 GrantClass A Common Stock 2,018 $0.00 $0.00
Disclosure

SEC source: 0001876042-26-000168 · wk-form4_1779138865.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,346

F1 · shares: The restricted stock units were granted on May 15, 2026 and vest on the earlier date of the Issuer's next annual meeting of stockholders and the first anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date.

F2 · balance_after: Represents 152,328 shares of Class A common stock held outright by the Reporting Person and 2,018 shares of Class A common stock issuable upon the vesting of restricted stock units.

Read SEC document
May 06, 2026 Filed May 8, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionStock Option (Right to Buy) · Derivative 3,819 $0.00 Strike: $0.08 $0.00
Disclosure

SEC source: 0001876042-26-000144 · wk-form4_1778274066.xml · derivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,376

Underlying: Class A Common Stock · 3,819 shares

Expires 2028-03-07

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 · derivative.exercise_date: The stock options are fully vested.

Read SEC document
May 06, 2026 Filed May 8, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 3,819 $115.00 $439,185.00
Disclosure

SEC source: 0001876042-26-000144 · wk-form4_1778274066.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 152,328

F1 · kind: The reported sale was made pursuant to a 10b5-1 trading plan.

Read SEC document
May 06, 2026 Filed May 8, 2026 21:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionClass A Common Stock 3,819 $0.08 $305.52
Disclosure

SEC source: 0001876042-26-000144 · wk-form4_1778274066.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 156,147

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
April 07, 2026 Filed Apr 8, 2026 21:04 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionStock Option (Right to Buy) · Derivative 1,273 $0.00 Strike: $0.08 $0.00
Disclosure

SEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · derivative · entry 6

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,195

Underlying: Class A Common Stock · 1,273 shares

Expires 2028-03-07

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 · derivative.exercise_date: The stock options are fully vested.

Read SEC document
April 07, 2026 Filed Apr 8, 2026 21:04 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 1,273 $95.00 $120,935.00
Disclosure

SEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 4

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 152,328

F1 · shares: The reported sale was made pursuant to a 10b5-1 trading plan.

Read SEC document
April 07, 2026 Filed Apr 8, 2026 21:04 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionClass A Common Stock 1,273 $0.08 $101.84
Disclosure

SEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 153,601

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
April 06, 2026 Filed Apr 8, 2026 21:04 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionStock Option (Right to Buy) · Derivative 2,546 $0.00 Strike: $0.08 $0.00
Disclosure

SEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · derivative · entry 5

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 39,468

Underlying: Class A Common Stock · 2,546 shares

Expires 2028-03-07

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 · derivative.exercise_date: The stock options are fully vested.

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:04 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 2,546 $92.99 $236,752.54
Disclosure

SEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 152,328

F1 · shares: The reported sale was made pursuant to a 10b5-1 trading plan.

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:04 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionClass A Common Stock 2,546 $0.08 $203.68
Disclosure

SEC source: 0001876042-26-000126 · wk-form4_1775682255.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 154,874

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
March 12, 2026 Filed Mar 16, 2026 21:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionStock Option (Right to Buy) · Derivative 3,819 $0.00 Strike: $0.08 $0.00
Disclosure

SEC source: 0001876042-26-000074 · wk-form4_1773694994.xml · derivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 42,014

Underlying: Class A Common Stock · 3,819 shares

Expires 2028-03-07

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 · derivative.exercise_date: The stock options are fully vested.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 3,819 $113.00 $431,547.00
Disclosure

SEC source: 0001876042-26-000074 · wk-form4_1773694994.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 152,328

F1 · shares: The reported sale was made pursuant to a 10b5-1 trading plan.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 Exercise / conversionClass A Common Stock 3,819 $0.08 $305.52
Disclosure

SEC source: 0001876042-26-000074 · wk-form4_1773694994.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 156,147

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
February 26, 2026 Filed Mar 2, 2026 22:07 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 23,254 $89.62 $2,084,023.48
Disclosure

SEC source: 0001876042-26-000039 · wk-form4_1772489273.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Charitable Remainder Trust

Disclosed balance after: 0

F1 · price: These shares were sold in multiple transactions at prices ranging from $89.41 to $89.81, inclusive. The weighted average sale price was $89.62. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F2 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and The Alzheimer's Association is the residual beneficiary of the Fenway Summer Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.

Read SEC document
November 24, 2025 Filed Nov 25, 2025 22:02 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 20,000 $72.22 $1,444,400.00
Disclosure

SEC source: 0001876042-25-000060 · wk-form4_1764108142.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,328

F3 · price: These shares were sold in multiple transactions at prices ranging from $72.01 to $72.51, inclusive. The weighted average sale price was $72.22. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F4 · balance_after: Represents 145,268 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units.

Read SEC document
November 24, 2025 Filed Nov 25, 2025 22:02 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 127,247 $72.29 $9,198,685.63
Disclosure

SEC source: 0001876042-25-000060 · wk-form4_1764108142.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 0

F1 · price: These shares were sold in multiple transactions at prices ranging from $72.00 to $73.00, inclusive. The weighted average sale price was $72.29. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F2 · ownership.nature: The Reporting Person is the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A common stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A common stock except to the extent of his pecuniary interest therein.

Read SEC document
November 21, 2025 Filed Nov 21, 2025 22:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 GiftClass A Common Stock 8,254 Not disclosed Not disclosed
Disclosure

SEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 4

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Charitable Remainder Trust

Disclosed balance after: 23,254

F2 · kind: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee.

F2 · price: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee.

F1 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and The Alzheimer's Association is the residual beneficiary of the Fenway Summer Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.

Read SEC document
November 21, 2025 Filed Nov 21, 2025 22:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 GiftClass A Common Stock 8,254 Not disclosed Not disclosed
Disclosure

SEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,328

F2 · kind: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee.

F2 · price: On November 21, 2025 the Reporting Person made a bona fide gift of 8,254 shares of Issuer's Class A common stock to the Fenway Summer Charitable Remainder Trust, of which the Reporting Person serves as the sole trustee.

F3 · balance_after: Represents 165,268 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units.

Read SEC document
November 20, 2025 Filed Nov 21, 2025 22:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 2,000 $70.91 $141,820.00
Disclosure

SEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Charitable Remainder Trust

Disclosed balance after: 15,000

F1 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and The Alzheimer's Association is the residual beneficiary of the Fenway Summer Charitable Remainder Trust. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.

Read SEC document
November 20, 2025 Filed Nov 21, 2025 22:03 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 5,000 $70.89 $354,450.00
Disclosure

SEC source: 0001876042-25-000058 · wk-form4_1763762608.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,582

Read SEC document
November 19, 2025 Filed Nov 19, 2025 22:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 1 $67.80 $67.80
Disclosure

SEC source: 0001876042-25-000054 · wk-form4_1763589659.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 0

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

Read SEC document
November 18, 2025 Filed Nov 19, 2025 22:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherClass A Common Stock 157,662 Not disclosed Not disclosed
Disclosure

SEC source: 0001876042-25-000054 · wk-form4_1763589659.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 1

F3 · kind: Represents a pro-rata in kind distribution of shares of the Issuer's Class A common stock by FS Venture Capital L.L.C. to its limited partners without additional consideration.

F3 · price: Represents a pro-rata in kind distribution of shares of the Issuer's Class A common stock by FS Venture Capital L.L.C. to its limited partners without additional consideration.

F2 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A common stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A common stock except to the extent of his pecuniary interest therein.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 22:01 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 36,400 $75.62 $2,752,568.00
Disclosure

SEC source: 0001876042-25-000054 · wk-form4_1763589659.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 157,663

F1 · price: These shares were sold in multiple transactions at prices ranging from $75.43 to $76.15, inclusive. The weighted average sale price was $75.62. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F2 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A common stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A common stock except to the extent of his pecuniary interest therein.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 22:12 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 63,622 $84.73 $5,390,692.06
Disclosure

SEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 6

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 127,247

F7 · price: These shares were sold in multiple transactions at prices ranging from $84.00 to $85.00, inclusive. The weighted average sale price was $84.73. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F6 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

Read SEC document
November 14, 2025 Filed Nov 17, 2025 22:12 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 127,245 $83.00 $10,561,335.00
Disclosure

SEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 5

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 190,869

F6 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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November 13, 2025 Filed Nov 17, 2025 22:12 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 54,600 $85.50 $4,668,300.00
Disclosure

SEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 4

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 194,063

F6 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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November 13, 2025 Filed Nov 17, 2025 22:12 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 8,000 $86.19 $689,520.00
Disclosure

SEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Charitable Remainder Trust

Disclosed balance after: 17,000

F4 · price: These shares were sold in multiple transactions at prices ranging from $86.00 to $86.35, inclusive. The weighted average sale price was $86.19. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F5 · ownership.nature: The Reporting Person is the sole trustee of the Fenway Summer Charitable Remainder Trust and the American Heart Association and the John F. Kennedy Memorial Center for the Performing Arts are the beneficiaries. The Reporting Person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.

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November 13, 2025 Filed Nov 17, 2025 22:12 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 9,500 $86.16 $818,520.00
Disclosure

SEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,582

F2 · price: These shares were sold in multiple transactions at prices ranging from $86.00 to $86.35, inclusive. The weighted average sale price was $86.16. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: Represents 178,522 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units.

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November 13, 2025 Filed Nov 17, 2025 22:12 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 28,000 $85.04 $2,381,120.00
Disclosure

SEC source: 0001876042-25-000052 · wk-form4_1763417522.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,082

F1 · price: These shares were sold in multiple transactions at prices ranging from $85.00 to $85.56, inclusive. The weighted average sale price was $85.04. The Reporting Person undertakes to provide to the Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

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August 18, 2025 Filed Aug 20, 2025 20:37 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 14,654 $127.08 $1,862,157.05
Disclosure

SEC source: 0001628280-25-040907 · wk-form4_1755722266.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 248,663

F1 · kind: Represents shares of Class A common stock sold by the Reporting Person and its affiliated entities as part of a secondary offering of the Issuer's shares.

F3 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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August 18, 2025 Filed Aug 20, 2025 20:37 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 18,746 $127.08 $2,382,147.95
Disclosure

SEC source: 0001628280-25-040907 · wk-form4_1755722266.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 318,114

F1 · kind: Represents shares of Class A common stock sold by the Reporting Person and its affiliated entities as part of a secondary offering of the Issuer's shares.

F3 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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August 18, 2025 Filed Aug 20, 2025 20:37 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 15,431 $127.08 $1,960,894.33
Disclosure

SEC source: 0001628280-25-040907 · wk-form4_1755722266.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,082

F1 · kind: Represents shares of Class A common stock sold by the Reporting Person and its affiliated entities as part of a secondary offering of the Issuer's shares.

F2 · balance_after: Represents 216,022 shares of Class A common stock held outright by the Reporting Person and 7,060 shares of Class A common stock issuable upon the vesting of restricted stock units.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherSeries D Preferred Stock · Derivative 21,701 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 9

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 0

Underlying: Class A Common stock · 21,701 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherSeries C Preferred Stock · Derivative 138,168 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 8

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 0

Underlying: Class A Common Stock · 138,168 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherSeries B Preferred Stock · Derivative 103,448 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 7

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C.

Disclosed balance after: 0

Underlying: Class A Common Stock · 103,448 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherSeries D Preferred Stock · Derivative 14,467 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 6

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 0

Underlying: Class A Common Stock · 14,467 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherSeries C Preferred Stock · Derivative 322,393 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · derivative · entry 5

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 0

Underlying: Class A Common Stock · 322,393 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F2 · price: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.exercise_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F2 · derivative.expiration_date: Each share of Preferred Stock is convertible into Class A Common Stock on a one-for-one basis and has no expiration date.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 SaleClass A Common Stock 50,000 $29.30 $1,465,000.00
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · nonDerivative · entry 3

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 238,513

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherClass A Common Stock 263,317 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · nonDerivative · entry 2

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By FS Venture Capital L.L.C

Disclosed balance after: 263,317

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · shares: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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June 06, 2025 Filed Jun 9, 2025 21:28 UTC Circle Internet Group, Inc. CRCL · Entity 2104 OtherClass A Common Stock 336,860 Not disclosed Not disclosed
Disclosure

SEC source: 0000950103-25-007164 · dp229947_4-date.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fenway Summer Ventures LP

Disclosed balance after: 336,860

F1 · kind: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · shares: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F1 · price: Pursuant to the Issuer's Amended and Restated Certificate of Incorporation, immediately upon the effectiveness thereof, each share of Preferred Stock was automatically reclassified into a share of Class A Common Stock, on a one-for-one basis, pursuant to a reclassification exempt under Rule 16b-7.

F4 · ownership.nature: The Reporting Person is the Managing Member of FS Venture Capital LLC, and the Managing Member of Fenway Summer Investment Management LLC, which is the Manager of Fenway Summer Ventures LP. The Reporting Person has controlling voting and dispositive power with regard to the shares of Class A Common Stock held by such entities. The Reporting Person disclaims beneficial ownership of the shares Class A Common Stock except to the extent of his pecuniary interest therein.

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March 17, 2025 Filed Mar 19, 2025 11:39 UTC Customers Bancorp, Inc. CUBI · Entity 4325 GrantCommon Stock 625 $50.79 $31,743.75
Disclosure

SEC source: 0001562180-25-002576 · primarydocument.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,900

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q1 2025.

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December 16, 2024 Filed Dec 17, 2024 13:42 UTC Customers Bancorp, Inc. CUBI · Entity 4325 GrantCommon Stock 625 $53.51 $33,443.75
Disclosure

SEC source: 0001562180-24-008435 · primarydocument.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,275

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q4 2024.

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September 16, 2024 Filed Sep 17, 2024 14:12 UTC Customers Bancorp, Inc. CUBI · Entity 4325 GrantCommon Stock 625 $48.35 $30,218.75
Disclosure

SEC source: 0001562180-24-006830 · primarydocument.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,650

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q3 2024.

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June 17, 2024 Filed Jun 18, 2024 17:40 UTC Customers Bancorp, Inc. CUBI · Entity 4325 GrantCommon Stock 625 $44.06 $27,537.50
Disclosure

SEC source: 0001562180-24-005150 · primarydocument.xml · nonDerivative · entry 1

Date Rajeev V · CIK 0001672444 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,025

F1 · shares: This stock was issued to the reporting person in lieu of cash for Director compensation for Q2 2024.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.