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 |
|---|---|---|---|---|---|---|
| February 23, 2024 Filed Feb 27, 2024 16:52 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,442 | $52.66 | $75,935.72 |
DisclosureSEC source: 0001562180-24-001773 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,873 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 46,024 Restricted Stock Units. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 16:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 838 | $51.81 | $43,416.78 |
DisclosureSEC source: 0001562180-24-000358 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,315 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 49,652 Restricted Stock Units. F3 · balance_after: Includes 4,613 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 18:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 577 | $17.45 | $10,068.65 |
DisclosureSEC source: 0001562180-23-003499 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,326 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 4,582 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F4 · balance_after: Includes 17,714 Restricted Stock Units. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 18:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 478 | $17.45 | $8,341.10 |
DisclosureSEC source: 0001562180-23-003499 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,903 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 19,163 Restricted Stock Units. F3 · balance_after: Includes 4,582 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 06, 2023 Filed Jun 1, 2023 19:00 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 16,504 | $17.45 | $287,994.80 |
DisclosureSEC source: 0001562180-23-004651 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,122 F1 · shares: 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 30, 2023. F3 · balance_after: Includes 4,582 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F4 · balance_after: Includes 51,510 Restricted Stock Units. Read SEC document |
| April 04, 2023 Filed Jun 1, 2023 19:00 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 17,292 | $17.35 | $300,016.20 |
DisclosureSEC source: 0001562180-23-004651 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,618 F1 · shares: 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 30, 2023. F2 · balance_after: Includes 35,006 Restricted Stock Units. F3 · balance_after: Includes 4,582 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 531 | $18.52 | $9,834.12 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 7 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,517 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F4 · balance_after: Includes 20,364 Restricted Stock Units. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,183 | $18.52 | $21,909.16 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 6 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,048 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F1 · balance_after: Includes 21,697 Restricted Stock Units. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 2,970 | $18.52 | $55,004.40 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 5 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,231 F1 · balance_after: Includes 21,697 Restricted Stock Units. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,183 | $18.52 | $21,909.16 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 4 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,261 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F1 · balance_after: Includes 21,697 Restricted Stock Units. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 2,970 | $18.52 | $55,004.40 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 3 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,444 F1 · balance_after: Includes 21,697 Restricted Stock Units. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,218 | $18.52 | $22,557.36 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,474 F3 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F1 · balance_after: Includes 21,697 Restricted Stock Units. Read SEC document |
| April 02, 2023 Filed Apr 5, 2023 13:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 3,060 | $18.52 | $56,671.20 |
DisclosureSEC source: 0001562180-23-003426 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,692 F1 · balance_after: Includes 21,697 Restricted Stock Units. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 13:57 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 879 | $18.20 | $15,997.80 |
DisclosureSEC source: 0001562180-23-003103 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,632 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 21,697 Restricted Stock Units. F3 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 16:03 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 5,200 | $20.50 | $106,600.00 |
DisclosureSEC source: 0001562180-23-002747 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,511 F1 · balance_after: Includes 23,904 Restricted Stock Units. F2 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 16:59 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 5,575 | $26.91 | $150,023.25 |
DisclosureSEC source: 0001562180-23-000279 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,311 F1 · shares: Grant of Restricted Stock Unit award with shares vesting in according with the terms of the 2019 Stock Incentive Plan. F2 · balance_after: Includes 27,533 Restricted Stock Units. F3 · balance_after: Includes 3,718 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| May 06, 2022 Filed May 6, 2022 17:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 2,965 | $42.10 | $124,826.50 |
DisclosureSEC source: 0001562180-22-003859 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,637 F1 · balance_after: Includes 21,958 Restricted Stock Units. F2 · balance_after: Includes 3,619 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 07, 2022 Filed Apr 11, 2022 18:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,346 | $45.47 | $197,612.62 |
DisclosureSEC source: 0001562180-22-003358 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,672 F1 · shares: Grant of Restricted Stock Units in connection with 2021 Long-Term Incentive Awards, with three year ratable vesting. F2 · balance_after: Includes 21,958 Restricted Stock Units. F3 · balance_after: Includes 3,619 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 07, 2022 Filed Apr 11, 2022 18:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 342 | $45.47 | $15,550.74 |
DisclosureSEC source: 0001562180-22-003355 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,326 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock units awards. F2 · balance_after: Includes 3,619 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 17,612 Restricted Stock Units. Read SEC document |
| April 02, 2022 Filed Apr 5, 2022 19:50 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 380 | $51.16 | $19,440.80 |
DisclosureSEC source: 0001562180-22-003215 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,668 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock units awards. F2 · balance_after: Includes 3,619 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 18,812 Restricted Stock Units. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 18:40 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,621 | $57.39 | $379,979.19 |
DisclosureSEC source: 0001562180-22-002900 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,741 F1 · shares: Grant of Restricted Stock Units award with shares vesting in accordance with the terms of the 2021 Bonus Incentive. F2 · balance_after: Includes 3,312 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 20,146 Restricted Stock Units. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 14:26 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,108 | $59.43 | $65,848.44 |
DisclosureSEC source: 0001562180-22-001912 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,120 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock units awards. F2 · balance_after: Includes 3,312 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. F3 · balance_after: Includes 13,525 Restricted Stock Units. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 19:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 790 | $39.49 | $31,200.02 |
DisclosureSEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 6 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,926 F8 · price: Share purchase transaction at the price of $39.4937. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 19:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 810 | $39.51 | $32,003.91 |
DisclosureSEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 5 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,136 F7 · price: Share purchase transaction at the price of $ 39.5100. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 19:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 690 | $39.51 | $27,263.07 |
DisclosureSEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 4 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,326 F6 · price: Share purchase transaction at the price of $39.5117. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 19:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 1,900 | $39.53 | $75,105.86 |
DisclosureSEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 3 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,636 F5 · price: Share purchase transaction at the price of $39.5294. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 19:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 1,700 | $39.57 | $67,260.50 |
DisclosureSEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 2 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,736 F4 · price: Share purchase transaction at the price of $39.5650. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 19:35 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 110 | $39.55 | $4,350.60 |
DisclosureSEC source: 0001562180-21-004291 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,036 F1 · price: Share purchase transaction at the price of $39.5509. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 19:05 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantStock Options (Right to buy) · Derivative | 250,000 | $0.00 Strike: $32.78 | $0.00 |
DisclosureSEC source: 0001562180-21-003043 · primarydocument.xml · derivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 250,000 shares Expires 2031-04-28 F1 · derivative.underlying_shares: Under the terms of the Customers Bancorp, Inc. 2019 Stock Incentive Plan, these Stock Options have a five year cliff vesting schedule with a ten year expiration date. The vesting is time based. Read SEC document |
| April 07, 2021 Filed Apr 8, 2021 20:44 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 3,601 | $31.24 | $112,495.24 |
DisclosureSEC source: 0001562180-21-002757 · primarydocument.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,926 F1 · kind: Grant of Restricted Stock Units in connection with 2020 Long-Term Incentive Awards, with three year ratable vesting. F2 · balance_after: Includes 17,153 Restricted Stock Units. F3 · balance_after: Includes 3,010 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| February 23, 2021 Filed Feb 26, 2021 00:30 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 10,885 | $27.56 | $299,990.60 |
DisclosureSEC source: 0001488813-21-000043 · wf-form4_161429943541965.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,474 F1 · kind: Grant of Restricted Stock Units award, with shares vesting in accordance with the terms of the 2020 Bonus Incentive. F2 · balance_after: Includes 14,885 Restricted Stock Units. F3 · balance_after: Includes 2,159 shares acquired pursuant to Customers Bancorp, Inc.'s Employee Stock Purchase Plan. Read SEC document |
| April 02, 2020 Filed Apr 6, 2020 23:39 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,000 | $10.03 | $40,120.00 |
DisclosureSEC source: 0001488813-20-000107 · wf-form4_158621632589697.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,430 F1 · kind: Grant of restricted stock units award, with shares vesting in accordance with the terms of the 2019 Stock Incentive Plan. F2 · balance_after: Includes 4,000 Restricted Stock Units. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 20:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | PurchaseCommon Stock | 12,500 | $20.85 | $260,657.50 |
DisclosureSEC source: 0001488813-20-000065 · wf-form4_158352578153690.xml · nonDerivative · entry 1 Sidhu Samvir S. · CIK 0001749894 · Head of Corporate Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,430 F1 · price: Share purchase transaction at the price of $20.85257 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.