Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BM Technologies, Inc.MFAC.U · Entity 83670 | Director · Chief Executive Officer | August 23, 2018 | August 23, 2018 |
| Customers Bancorp, Inc.CUBI · Entity 4325 | Director · CEO | March 13, 2026 | May 28, 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.
BM Technologies, Inc.
Report date August 23, 2018 · Filed August 23, 2018
This filing explicitly reported no securities owned.
Customers Bancorp, Inc.
Report date March 13, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 534,020 |
Reported balance
After 2026-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 12,306 · Balance 534,020 F1: 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: Includes 258,116 Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | Direct | 539,305 |
Reported balance
After 2026-04-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-08 · Grant · Acquired 5,285 · Balance 539,305 F1: 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: Includes 263,401 Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 745 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 745 F4: Irrevocable Trust FBO Lian Sidhu. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 745 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 745 F5: Irrevocable Trust FBO Ziya Sidhu. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 745 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 745 F6: Irrevocable Trust FBO Kaira Sidhu. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes 258,116 Restricted Stock Units.
F3: Includes 263,401 Restricted Stock Units.
F4: Irrevocable Trust FBO Lian Sidhu.
F5: Irrevocable Trust FBO Ziya Sidhu.
F6: Irrevocable Trust FBO Kaira Sidhu.
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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 12, 2026 18:05 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 1,000 | $72.58 | $72,577.50 |
DisclosureSEC source: 0001749894-26-000007 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,714 F1 · balance_after: Includes 245,810 Restricted Stock Units. Read SEC document |
| April 12, 2026 Filed Apr 14, 2026 17:23 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,389 | $73.99 | $102,772.11 |
DisclosureSEC source: 0001749894-26-000006 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520,714 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 245,810 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 | 1,562 | $73.80 | $115,275.60 |
DisclosureSEC source: 0001749894-26-000005 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 522,103 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 248,343 Restricted Stock Units. Read SEC document |
| April 08, 2026 Filed May 28, 2026 14:01 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 5,285 | $73.80 | $390,033.00 |
DisclosureSEC source: 0001749894-26-000008 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,305 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 263,401 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,716 | $71.70 | $481,537.20 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 7 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523,665 F4 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 251,192 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 12,255 | $71.70 | $878,683.50 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 6 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 530,381 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 251,192 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,716 | $71.70 | $481,537.20 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 5 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,126 F4 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 251,192 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 12,255 | $71.70 | $878,683.50 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 4 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 524,842 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 251,192 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,920 | $71.70 | $496,164.00 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 3 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512,587 F4 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 251,192 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 12,626 | $71.70 | $905,284.20 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,507 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 251,192 Restricted Stock Units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 17:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 3,015 | $71.70 | $216,175.50 |
DisclosureSEC source: 0001749894-26-000004 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 506,881 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 251,192 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 | 3,159 | $70.41 | $222,425.19 |
DisclosureSEC source: 0001749894-26-000003 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,896 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 256,693 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 | 2,056 | $64.72 | $133,064.32 |
DisclosureSEC source: 0001749894-26-000002 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 513,055 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 262,457 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 | 2,418 | $64.72 | $156,492.96 |
DisclosureSEC source: 0001749894-26-000002 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515,111 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 266,208 Restricted Stock Units. Read SEC document |
| March 13, 2026 Filed May 28, 2026 14:01 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 12,306 | $64.72 | $796,444.32 |
DisclosureSEC source: 0001749894-26-000008 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534,020 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 258,116 Restricted Stock Units. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 21:19 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 838 | $76.18 | $63,838.84 |
DisclosureSEC source: 0001749894-26-000001 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 517,529 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 270,620 Restricted Stock Units. Read SEC document |
| July 23, 2025 Filed Jul 25, 2025 19:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 225,000 | $62.55 | $14,073,750.00 |
DisclosureSEC source: 0001562180-25-005504 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 518,367 F1 · shares: Grant of Performance-Based Restricted Stock Units with 100% of shares vesting on January 1, 2031 only if a stock price condition is met, requiring the average closing price of the Issuer's common stock to be equal to or greater than $125 for 20 consecutive trading days during the period beginning January 1, 2026 and ending January 1,2031, and a time-based condition is met, requiring the Reporting Person to be employed by the Issuer on January 1, 2031. F2 · balance_after: Includes 272,478 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 | 1,389 | $43.80 | $60,838.20 |
DisclosureSEC source: 0001562180-25-003155 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,367 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 47,478 Restricted Stock Units. Read SEC document |
| April 08, 2025 Filed Apr 10, 2025 12:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 8,548 | $42.75 | $365,427.00 |
DisclosureSEC source: 0001562180-25-003089 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,756 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 50,012 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 | 795 | $43.40 | $34,503.00 |
DisclosureSEC source: 0001562180-25-003081 · primarydocument.xml · nonDerivative · entry 5 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,208 F4 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F5 · balance_after: Includes 41,464 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 | 1,769 | $43.40 | $76,774.60 |
DisclosureSEC source: 0001562180-25-003081 · primarydocument.xml · nonDerivative · entry 4 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,003 F3 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 42,913 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 3,227 | $43.40 | $140,051.80 |
DisclosureSEC source: 0001562180-25-003081 · primarydocument.xml · nonDerivative · entry 3 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,772 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 42,913 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 | 1,822 | $43.40 | $79,074.80 |
DisclosureSEC source: 0001562180-25-003081 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,545 F3 · shares: Shares withheld for taxes upon vesting of previously issued performance stock award. F2 · balance_after: Includes 42,913 Restricted Stock Units. Read SEC document |
| April 07, 2025 Filed Apr 9, 2025 17:18 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 3,324 | $43.40 | $144,261.60 |
DisclosureSEC source: 0001562180-25-003081 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,367 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 42,913 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 | 3,016 | $43.26 | $130,472.16 |
DisclosureSEC source: 0001562180-25-003054 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,043 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 42,913 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 | 3,159 | $43.46 | $137,290.14 |
DisclosureSEC source: 0001562180-25-003054 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,059 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 48,415 Restricted Stock Units. Read SEC document |
| March 22, 2025 Filed Mar 25, 2025 12:23 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,210 | $51.55 | $62,375.50 |
DisclosureSEC source: 0001562180-25-002721 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,695 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 54,179 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 | 2,057 | $50.79 | $104,475.03 |
DisclosureSEC source: 0001562180-25-002497 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,905 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F4 · balance_after: Includes 56,386 Restricted Stock Units. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 19:13 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 13,237 | $50.79 | $672,307.23 |
DisclosureSEC source: 0001562180-25-002497 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,962 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 60,138 Restricted Stock Units. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 20:27 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 161,705 | $50.13 | $8,106,271.65 |
DisclosureSEC source: 0001562180-25-000463 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,725 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 46,901 Restricted Stock Units. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 20:27 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 300,000 | $50.13 | $15,039,000.00 |
DisclosureSEC source: 0001562180-25-000463 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,430 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to Performance Stock Units granted on 1/22/2020. F2 · balance_after: Includes 46,901 Restricted Stock Units. Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 22:09 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 839 | $48.83 | $40,968.37 |
DisclosureSEC source: 0001562180-25-000251 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,430 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 46,901 Restricted Stock Units. Read SEC document |
| December 30, 2024 Filed Dec 31, 2024 20:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 745 | $48.31 | $35,990.95 |
DisclosureSEC source: 0001562180-24-008641 · primarydocument.xml · nonDerivative · entry 4 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 745 F4 · ownership.nature: Irrevocable Trust FBO Lian Sidhu Read SEC document |
| December 30, 2024 Filed Dec 31, 2024 20:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 745 | $48.31 | $35,990.95 |
DisclosureSEC source: 0001562180-24-008641 · primarydocument.xml · nonDerivative · entry 3 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 745 F3 · ownership.nature: Irrevocable Trust FBO Kaira Sidhu Read SEC document |
| December 30, 2024 Filed Dec 31, 2024 20:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 745 | $48.31 | $35,990.95 |
DisclosureSEC source: 0001562180-24-008641 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 745 F2 · ownership.nature: Irrevocable Trust FBO Ziya Sidhu Read SEC document |
| December 30, 2024 Filed Dec 31, 2024 20:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GiftCommon Stock | 2,235 | $48.31 | $107,972.85 |
DisclosureSEC source: 0001562180-24-008641 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,269 F1 · balance_after: Includes 48,760 Restricted Stock Units Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 13:51 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 2,500 | $45.53 | $113,832.75 |
DisclosureSEC source: 0001562180-24-006238 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,504 F1 · shares: This transaction was executed in multiple trades at prices ranging from $45.50 to $45.5360. 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. F2 · balance_after: Includes 48,760 Restricted Stock Units. Read SEC document |
| April 12, 2024 Filed Apr 15, 2024 15:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 7,601 | $49.02 | $372,601.02 |
DisclosureSEC source: 0001562180-24-003405 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,004 F1 · balance_after: Includes 48,760 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 794 | $50.43 | $40,041.42 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 8 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,403 F2 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F4 · balance_after: Includes 41,159 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 658 | $50.43 | $33,182.94 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 7 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,197 F2 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 42,607 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,511 | $50.43 | $76,199.73 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 6 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,855 F2 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F1 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 2,756 | $50.43 | $138,985.08 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 5 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,366 F1 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,466 | $50.43 | $73,930.38 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 4 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,610 F2 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F1 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 2,675 | $50.43 | $134,900.25 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 3 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,076 F1 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,466 | $50.43 | $73,930.38 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,401 F2 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F1 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 07, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 2,675 | $50.43 | $134,900.25 |
DisclosureSEC source: 0001562180-24-003342 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,867 F1 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 06, 2024 Filed Apr 8, 2024 13:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 3,015 | $50.43 | $152,046.45 |
DisclosureSEC source: 0001562180-24-003339 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,192 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 43,807 Restricted Stock Units. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 21:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 2,483 | $50.00 | $124,150.00 |
DisclosureSEC source: 0001562180-24-003327 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,207 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 49,308 Restricted Stock Units. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 13:25 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 879 | $51.96 | $45,672.84 |
DisclosureSEC source: 0001562180-24-002989 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,690 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 55,072 Restricted Stock Units. F3 · balance_after: Reflects the purchase of 441 shares pursuant to Customers Bancorp, Inc's Employee Stock Purchase Plan. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 11,255 | $49.66 | $558,923.30 |
DisclosureSEC source: 0001562180-24-002759 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,128 F1 · shares: Grant of 2023 Annual Restricted Stock Units Incentive Award. F2 · balance_after: Includes 57,279 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.