Welcome to our dedicated page for Customers Ban Nt SEC filings (Ticker: CUBB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Customers Bancorp, Inc. filings document the disclosure record for a Pennsylvania bank holding company with voting common stock and 5.375% Subordinated Notes due 2034 registered on the New York Stock Exchange. The company's 8-K reports cover operating results, Regulation FD materials, shareholder letters, capital actions, board and executive changes, and compensatory arrangements involving Customers Bancorp and Customers Bank.
Proxy materials disclose board governance, shareholder voting matters, executive compensation, equity awards, and related governance practices. The filings also identify the issuer's capital structure, including the CUBB subordinated debt security and the CUBI voting common stock.
Way T Lawrence reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp director Way T. Lawrence received 895 shares of Common Stock as compensation, not as an open-market purchase. The shares were issued in lieu of cash for Q1 2026 director fees at a reference value of $64.72 per share. After this award, Lawrence directly holds 125,713 shares of Customers Bancorp common stock, indicating this is a relatively small, routine compensation-related grant rather than a large position change.
Banks Bernard Bennett reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp director Banks Bernard Bennett reported receiving a stock grant of 934 shares of common stock. The shares were valued at $64.72 per share and were issued in lieu of cash for his Q1 2026 director compensation. Following this award, he directly holds 9,031 common shares, reflecting routine equity-based compensation rather than an open-market purchase.
Zuckerman Steven J reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp director Steven J. Zuckerman received 953 shares of Common Stock as a stock award valued at $64.72 per share. The shares were issued in lieu of cash for his director compensation for Q1 2026, so this is a compensation-related, non-market transaction.
After this award, he directly holds 72,690 shares. He also has indirect interests in 6,815 shares held by the Steven J. Zuckerman Revocable Trust and 218,254 shares held by the Victoria H. Zuckerman 2006 Multigenerational Trust, for which he serves as investment advisor and disclaims beneficial ownership except for his pecuniary interest.
ROTHERMEL DANIEL K reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp director Daniel K. Rothermel received 625 shares of Common Stock as compensation for Q1 2026, issued in stock instead of cash. The shares were valued at $64.72 each. After this grant, he directly holds 115,176 shares, reflecting routine equity-based director compensation rather than an open-market purchase or sale.
BUFORD ROBERT J reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp director Robert J. Buford received 895 shares of Common Stock as compensation. The shares were granted on March 16, 2026 in lieu of cash for his Q1 2026 director fees, at a reference price of $64.72 per share.
After this stock award, Buford directly holds 23,624 Customers Bancorp shares. This is a routine, non-cash equity grant for board service rather than an open-market purchase or sale.
Allon Andrea R. reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp, Inc. director Andrea R. Allon reported receiving a grant of 625 shares of common stock on March 16, 2026. The shares were valued at $64.72 per share and were issued in lieu of cash for Q1 2026 director compensation.
Following this award, Allon directly holds 39,409 common shares. The filing also notes an additional 965 common shares held indirectly through a spouse, giving a clearer picture of the director’s total reported ownership stake.
Customers Bancorp, Inc. ownership disclosure: Bay Pond Investors (Bermuda) L.P. reported beneficial ownership of 1,724,079 shares of common stock, representing 5.04% of the class. The filing shows 03/09/2026 and was signed on 03/16/2026.
The filing states Bay Pond has shared voting and dispositive power over the 1,724,079 shares and reports 0 shares held with sole voting or dispositive power.
Customers Bancorp provides commercial and consumer banking through Customers Bank, combining a “high-tech, high-touch,” branch-light model with single-point-of-contact relationship managers. It focuses on commercial clients, specialized lending verticals, mortgage finance, equipment finance, and fintech-driven consumer installment loans.
At December 31, 2025, the company reported total assets of $24.9 billion, loans and leases net of credit loss allowance of $16.6 billion, deposits of $20.8 billion and shareholders’ equity of $2.1 billion. Non-performing loans were $43.7 million, or 0.33% of the loan portfolio, reflecting a conservative credit profile.
Customers operates mainly in the Northeast and Mid‑Atlantic, with growing specialized and digital businesses nationwide. It has expanded via venture banking and multiple commercial banking team “lift‑outs” in New York, California, Nevada and national niches such as sports and entertainment and municipal finance. The bank also launched its in‑house cubiX B2B instant payments platform to attract low‑cost deposits and fee income.
Human capital is a strategic focus, with 869 team members at year‑end 2025, 47% women and 27% BIPOC. The company emphasizes CSR, talent development, AI‑enabled training and competitive benefits, and operates under extensive U.S. banking, securities and consumer protection regulation, including Basel III capital rules and CFPB oversight.
Customers Bancorp, Inc. Chief Credit Officer Thomas Henry Kasulka reported a small share disposal tied to equity compensation. On the vesting of a previously granted restricted stock award, 393 shares of common stock were withheld to cover taxes at a price of $69.60 per share, coded as a tax-withholding disposition.
After this non‑market transaction, Kasulka’s reported direct holdings total 19,860 shares of common stock, which includes 15,166 restricted stock units. This reflects routine share withholding for tax obligations rather than an open‑market sale.
Hood River Capital Management LLC reported owning 1,725,701 shares of Customers Bancorp, Inc. common stock, equal to 5.05% of the class as of 12/31/2025. Hood River has sole power to dispose of these shares but no power to vote them.
The firm states that the securities were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Customers Bancorp, including not in connection with any control-related transaction other than activities solely tied to a nomination under Rule 240.14a-11.