Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Pres Mortgage WarehouseLending | April 04, 2025 | April 08, 2025 |
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 April 04, 2025 · Filed April 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,754 |
Reported balance
After 2025-04-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-04 · Tax withholding · Disposed 843 · Balance 53,754 F1: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2: Includes 12,652 Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for taxes upon vesting of previously issued restricted stock award.
F2: Includes 12,652 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 |
|---|---|---|---|---|---|---|
| March 04, 2020 Filed Mar 5, 2020 19:59 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 3,667 | $20.31 | $74,480.80 |
DisclosureSEC source: 0001488813-20-000061 · wf-form4_158343837303675.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,921 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.30 to $20.312. 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 38,531 Restricted Stock Units. Read SEC document |
| March 04, 2020 Filed Jun 10, 2020 21:17 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionStock Options · Derivative | 3,667 | $0.00 Strike: $8.86 | $0.00 |
DisclosureSEC source: 0001488813-20-000150 · wf-form4a_159182380451628.xml · derivative · entry 3 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,667 shares Expires 2020-04-06 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. F1 · shares: This Amendment includes the exercise of Employee Stock Options which were omitted from the reporting person's Form 4 filed on March 4, 2020. Read SEC document |
| March 04, 2020 Filed Jun 10, 2020 21:17 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 3,667 | $20.31 | $74,480.80 |
DisclosureSEC source: 0001488813-20-000150 · wf-form4a_159182380451628.xml · nonDerivative · entry 2 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,588 F4 · price: This transaction was executed in multiple trades at prices ranging from $20.30 to $20.312. 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 38,531 Restricted Stock Units. F3 · balance_after: Corrects the number of shares of common stock owned by the reporting person to include the 3,667 shares that were erroneously reported as sold. Such shares were also omitted from the reporting person's Forms 4 filed on April 2, 2020 and June 4, 2020. Read SEC document |
| March 04, 2020 Filed Jun 10, 2020 21:17 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | Exercise / conversionCommon Stock | 3,667 | $8.86 | $32,489.62 |
DisclosureSEC source: 0001488813-20-000150 · wf-form4a_159182380451628.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,255 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. F1 · shares: This Amendment includes the exercise of Employee Stock Options which were omitted from the reporting person's Form 4 filed on March 4, 2020. F2 · balance_after: Includes 38,531 Restricted Stock Units. F3 · balance_after: Corrects the number of shares of common stock owned by the reporting person to include the 3,667 shares that were erroneously reported as sold. Such shares were also omitted from the reporting person's Forms 4 filed on April 2, 2020 and June 4, 2020. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 20:54 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 607 | $20.29 | $12,316.03 |
DisclosureSEC source: 0001488813-20-000038 · wf-form4_158326887366245.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,588 F1 · kind: (1) Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: (2) Includes 38,531 Restricted Stock Units. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 23:46 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 4,390 | $22.70 | $99,653.00 |
DisclosureSEC source: 0001488813-20-000025 · wf-form4_157990959599840.xml · nonDerivative · entry 2 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,195 F3 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F4 · balance_after: Includes 40,373 Restricted Stock Units. Read SEC document |
| January 10, 2020 Filed Jan 24, 2020 23:46 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 10,295 | $22.34 | $229,990.30 |
DisclosureSEC source: 0001488813-20-000025 · wf-form4_157990959599840.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,585 F1 · kind: Grant of restricted stock award, with shares vesting in accordance with the terms of the award. F2 · balance_after: Includes 53,883 Restricted Stock Units. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 18:14 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 804 | $21.65 | $17,406.60 |
DisclosureSEC source: 0001567619-19-019998 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP Mortgage Warehouse Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,290 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 43,588 Restricted Stock Units. Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 15:32 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,109 | $20.94 | $23,217.36 |
DisclosureSEC source: 0001567619-19-015586 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,094 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.9352 to $20.9354. 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 46,202 Restricted Stock Units. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 19:48 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 492 | $20.14 | $9,908.88 |
DisclosureSEC source: 0001567619-19-012927 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP, Pres Mrtg Wrhs Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,203 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 46,202 Restricted Stock Units. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 19:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 492 | $20.14 | $9,908.88 |
DisclosureSEC source: 0001567619-19-012926 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · EVP, Pres Mrtg Wrhs Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,203 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 46,202 Restricted Stock Units. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 23:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,276 | $21.65 | $27,620.30 |
DisclosureSEC source: 0001567619-19-006059 · doc1.xml · nonDerivative · entry 2 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,853 F2 · balance_after: Includes 39,961 Restricted Stock Units. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 23:15 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 666 | $21.39 | $14,245.74 |
DisclosureSEC source: 0001567619-19-006059 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,129 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 39,961 Restricted Stock Units. Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 19:52 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 7,802 | $21.57 | $168,289.14 |
DisclosureSEC source: 0001567619-19-005470 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,795 F1 · price: This transaction was executed in multiple trades at prices ranging from $21.56 to $21.62. 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 41,903 Restricted Stock Units. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 22:20 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 4,025 | $21.92 | $88,228.00 |
DisclosureSEC source: 0001567619-19-005135 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,597 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 41,903 Restricted Stock Units. Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:29 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 327 | $21.49 | $7,027.23 |
DisclosureSEC source: 0001567619-19-005000 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,622 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 53,231 Restricted Stock Units. Read SEC document |
| October 28, 2018 Filed Mar 29, 2019 20:07 UTC Amendment | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 7,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-007846 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,695 F1 · kind: Grant of restricted stock award that has not been previously reported, with shares vesting in accordance with the terms of the award. F2 · balance_after: Includes 47,803 Restricted Stock Units. The Form 4 filed on March 4, 2019 reported an incorrect amount of 39,961 Restricted Stock Units. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 4,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-027586 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,949 F1 · kind: Grant of restricted stock award in connection with 2017 performance, with shares vesting in accordance with the terms of the award. F2 · balance_after: Includes 54,057 Restricted Stock Units. Read SEC document |
| March 05, 2018 Filed Mar 5, 2018 20:43 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 1,232 | $29.68 | $36,565.76 |
DisclosureSEC source: 0001140361-18-011949 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,144 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.67 to $29.69. 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 49,252 Restricted Stock Units. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 22:47 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 710 | $29.34 | $20,831.40 |
DisclosureSEC source: 0001140361-18-011354 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,376 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 49,252 Restricted Stock Units. Read SEC document |
| February 21, 2018 Filed Feb 22, 2018 00:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 498 | $30.37 | $15,124.26 |
DisclosureSEC source: 0001140361-18-009486 · doc1.xml · nonDerivative · entry 2 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,086 F2 · balance_after: Includes 51,194 Restricted Stock Units. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 327 | $30.77 | $10,061.79 |
DisclosureSEC source: 0001140361-18-009486 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,584 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 51,194 Restricted Stock Units. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 15:33 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | SaleCommon Stock | 506 | $30.16 | $15,260.96 |
DisclosureSEC source: 0001140361-18-005205 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,911 F1 · balance_after: Includes 52,019 Restricted Stock Units. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 20:12 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 332 | $30.46 | $10,112.72 |
DisclosureSEC source: 0001140361-18-002878 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,417 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 52,019 Restricted Stock Units. Read SEC document |
| February 28, 2017 Filed Mar 15, 2017 16:10 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 5,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-012003 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,749 F1 · kind: Grant of restricted stock award in connection with 2016 performance bonus, with shares vesting in accordance with the terms of the award. A portion of this grant was provided in lieu of a cash bonus payment. F2 · balance_after: Includes 52,857 Restricted Stock Units. Read SEC document |
| February 20, 2017 Filed Feb 27, 2017 22:27 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 1,164 | $34.99 | $40,728.36 |
DisclosureSEC source: 0001140361-17-009467 · doc1.xml · nonDerivative · entry 2 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,923 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F3 · balance_after: Includes 47,031 Restricted Stock Units. Read SEC document |
| February 16, 2017 Filed Feb 27, 2017 22:27 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 6,966 | $35.36 | $246,317.76 |
DisclosureSEC source: 0001140361-17-009467 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,087 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 50,430 Restricted Stock Units. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 21:49 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 332 | $34.34 | $11,400.88 |
DisclosureSEC source: 0001140361-17-002880 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,053 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 70,391 Restricted Stock Units. Read SEC document |
| December 31, 2016 Filed Jan 5, 2017 23:42 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 5,090 | $35.82 | $182,323.80 |
DisclosureSEC source: 0001140361-17-000825 · doc1.xml · nonDerivative · entry 1 Hedde Glenn · CIK 0001527827 · Pres Mortgage WarehouseLending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,385 F1 · kind: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 71,229 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.