Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Chief Credit Officer | 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.
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 | 22,972 |
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 3,941 · Balance 22,972 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 16,809 Restricted Stock Units. |
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 16,809 Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 15:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 829 | $70.95 | $58,817.55 |
DisclosureSEC source: 0002013653-26-000002 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,031 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 12,868 Restricted Stock Units. Read SEC document |
| March 13, 2026 Filed May 28, 2026 14:16 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 3,941 | $64.72 | $255,061.52 |
DisclosureSEC source: 0002013653-26-000003 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,972 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 16,809 Restricted Stock Units. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:02 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 393 | $69.60 | $27,352.80 |
DisclosureSEC source: 0002013653-26-000001 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,860 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 15,166 Restricted Stock Units. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 21:13 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,088 | $75.83 | $82,503.04 |
DisclosureSEC source: 0002013653-25-000003 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,253 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 16,116 Restricted Stock Units. Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 19:07 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 467 | $70.95 | $33,133.65 |
DisclosureSEC source: 0002013653-25-000002 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,341 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 19,132 Restricted Stock Units. Read SEC document |
| July 09, 2025 Filed Jul 10, 2025 16:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 3,447 | $63.97 | $220,504.59 |
DisclosureSEC source: 0001562180-25-005366 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,362 F1 · shares: Grant of Restricted Stock Units with shares vesting in 3 equal annual installments in accordance with the terms of the award. F2 · balance_after: Includes 16,980 Restricted Stock Units. Read SEC document |
| July 09, 2025 Filed Jul 11, 2025 18:08 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 6,893 | $63.97 | $440,945.21 |
DisclosureSEC source: 0001562180-25-005384 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,808 F1 · shares: Grant of Restricted Stock Units with shares vesting in 3 equal annual installments in accordance with the terms of the award. F2 · shares: The Initial Form 4 Filing on July 10, 2025 mistakenly reported the number of Restricted Stock Units as 3,447. F3 · balance_after: Includes 20,426 Restricted Stock Units. Read SEC document |
| February 23, 2025 Filed Feb 24, 2025 18:34 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 393 | $53.27 | $20,935.11 |
DisclosureSEC source: 0001562180-25-001526 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,915 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 13,533 Restricted Stock Units. Read SEC document |
| December 19, 2024 Filed Dec 24, 2024 01:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantStock Options (Right to buy) · Derivative | 2,262 | $46.98 Strike: $46.98 | $106,268.76 |
DisclosureSEC source: 0001562180-24-008559 · primarydocument.xml · derivative · entry 2 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,262 Underlying: Common Stock · 2,262 shares Expires 2034-12-19 Read SEC document |
| December 19, 2024 Filed Dec 24, 2024 01:56 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 9,047 | $46.98 | $425,028.06 |
DisclosureSEC source: 0001562180-24-008559 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,308 F1 · balance_after: Includes 14,482 Restricted Stock Units. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 15:03 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 467 | $55.04 | $25,703.68 |
DisclosureSEC source: 0001562180-24-008191 · primarydocument.xml · nonDerivative · entry 1 Kasulka Thomas Henry · CIK 0002013653 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,261 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 5,435 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.