Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Customers Bancorp, Inc.CUBI · Entity 4325 | Chief Risk Officer | April 04, 2024 | April 05, 2024 |
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, 2024 · Filed April 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,839 |
Reported balance
After 2024-04-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-04 · Tax withholding · Disposed 643 · Balance 10,839 F1: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2: Includes 8,848 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 8,848 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 04, 2024 Filed Apr 5, 2024 17:04 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 643 | $50.00 | $32,150.00 |
DisclosureSEC source: 0001562180-24-003323 · primarydocument.xml · nonDerivative · entry 1 Cheney Joan Patricia · CIK 0002000559 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,839 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 8,848 Restricted Stock Units. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 16:38 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | GrantCommon Stock | 1,903 | $49.66 | $94,502.98 |
DisclosureSEC source: 0001562180-24-002765 · primarydocument.xml · nonDerivative · entry 1 Cheney Joan Patricia · CIK 0002000559 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,482 F1 · shares: Grant of 2023 Annual Restricted Stock Units Incentive Award. F2 · balance_after: Includes 10,462 Restricted Stock Units. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 11:13 UTC | Customers Bancorp, Inc. CUBI · Entity 4325 | Tax withholdingCommon Stock | 838 | $51.81 | $43,416.78 |
DisclosureSEC source: 0001562180-24-000353 · primarydocument.xml · nonDerivative · entry 1 Cheney Joan Patricia · CIK 0002000559 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,579 F1 · shares: Shares withheld for taxes upon vesting of previously issued restricted stock award. F2 · balance_after: Includes 8,559 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.