Welcome to our dedicated page for Customers Bancorp SEC filings (Ticker: CUBI), 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.
The Customers Bancorp, Inc. (NYSE: CUBI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded bank holding company and issuer of various securities, Customers Bancorp files current reports on Form 8-K, registration statements, and other documents that describe material events, capital markets transactions, and changes in governance and executive compensation.
Investors can review 8-K filings that detail offerings of voting common stock and 6.875% Fixed-to-Floating Rate Subordinated Notes due 2036, including underwriting agreements, use of proceeds, and key terms of the notes such as ranking, interest rate structure, interest payment dates, and optional redemption provisions. Filings also include information about the company’s indenture with Wilmington Trust, National Association, and covenants affecting material subsidiaries like Customers Bank.
Other 8-Ks describe corporate actions related to the company’s capital structure, such as the decision to redeem all outstanding shares of its Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series F, and the resulting elimination of that class of securities. Additional filings outline leadership and governance changes, including the appointment of Sam Sidhu as Chief Executive Officer and director, the expansion of the Board of Directors, and new employment agreements for senior executives with details on compensation, incentive awards, supplemental retirement benefits, severance terms, and change-in-control provisions.
The filings page also includes Form 25 notifications documenting the removal from listing and/or registration of specific securities, such as the Series F preferred stock, on the New York Stock Exchange. Through Stock Titan, users can view these filings and leverage AI-powered summaries that explain the significance of each document, helping to interpret complex legal and financial language in areas like subordinated debt issuance, executive compensation arrangements, and preferred stock redemptions.
Customers Bancorp Inc: The Vanguard Group filed Amendment No. 7 to its Schedule 13G/A stating it beneficially owns 0 shares of Common Stock as reported in the filing dated 03/13/2026. The filing explains that an internal realignment at The Vanguard Group led certain subsidiaries or business divisions to report beneficial ownership separately in reliance on SEC Release No. 34-39538.
The amendment is signed by Ashley Grim as Head of Global Fund Administration on 03/26/2026 and reiterates that no single third party holds more than 5% of the class according to the disclosure.
Customers Bancorp, Inc. approved a new Supplemental Executive Retirement Plan for Executive Samvir Sidhu, replacing a prior plan adopted on May 3, 2021. The plan is a nonqualified, unfunded deferred compensation arrangement intended to comply with ERISA and Section 409A of the tax code.
The plan provides a $50,000 monthly benefit after the executive’s separation from service upon reaching normal retirement age, payable for life. It also outlines early termination, change in control, disability and death benefits, and includes clawback, noncompete, nondisclosure and nonsolicitation provisions, with forfeiture if the executive is terminated for cause.
Customers Bancorp, Inc. reported that director Robert N. Mackay plans to retire from the boards of both the company and Customers Bank following the 2026 Annual Meeting of Shareholders. He is stepping down to focus on his responsibilities as CEO of a global regulatory technology company.
Mackay has served as a director since 2022 and currently sits on the Directors Risk & Compliance Committee and the Leadership Development & Compensation Committee. The company stated that his decision is not related to any disagreement over operations, policies, or practices.
Customers Bancorp, Inc. Chief Banking Officer Lyle Cunningham reported a routine tax-related share withholding. On the vesting of a previously issued restricted stock award, 998 shares of common stock were withheld at $64.72 per share to cover taxes. After this disposition, he directly owns 48,844 shares of common stock, which the filing notes includes 19,780 Restricted Stock Units. The transaction was coded as a tax-withholding disposition, not an open-market purchase or sale.
Customers Bancorp, Inc. Chief Accounting Officer Jessie John Deano Velasquez received an equity compensation grant and related tax withholding transactions in company common stock. On March 13, 2026, he acquired 1,206 shares of common stock as a restricted stock unit award tied to the 2025 bonus incentive, at a reference price of $64.72 per share. On March 14 and 15, 2026, a total of 303 shares were disposed of at $64.72 per share to cover tax liabilities upon vesting of restricted stock. After these transactions, he directly held 4,557 shares of common stock, including a substantial portion represented by restricted stock units, reflecting a routine compensation and tax-settlement pattern rather than open-market trading.
Customers Bancorp EVP Philip Watkins reported routine share dispositions to cover taxes on restricted stock vesting. On two dates, a total of 1,260 shares of Common Stock were withheld at a price of $64.72 per share to satisfy tax obligations, rather than sold on the open market. Following these tax-withholding transactions, Watkins directly holds 48,953 shares of Common Stock, and footnotes indicate that his holdings include restricted stock units.
Customers Bancorp Chairman Jay S. Sidhu reported routine tax-related share dispositions tied to vesting of restricted stock. A total of 3,541 shares of Common Stock were withheld on March 14–15, 2026 to cover tax liabilities at a reference price of $64.72 per share, classified as tax-withholding dispositions rather than open-market sales.
After these entries, Sidhu directly holds 785,939 shares of Common Stock. The filing also shows additional indirect holdings, including shares held by his spouse and several family trusts, which together represent a significant ongoing ownership position in the company.
Customers Bancorp CEO Samvir S. Sidhu reported routine tax-related share dispositions in company stock. On March 14 and 15, a total of 4,474 shares of Common Stock were withheld at $64.72 per share to cover tax liabilities upon vesting of previously issued restricted stock awards.
Following these transactions, Sidhu directly holds 513,055 shares of Common Stock. The filing also shows 745 shares held indirectly through irrevocable trusts for family beneficiaries, reflecting additional indirect ownership. No open-market purchases or sales were reported in this filing.
Looney Susan Dianne reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp director Susan Dianne Looney received a grant of 625 shares of Common Stock valued at $64.72 per share. According to the filing, this stock was issued in lieu of cash for her Q1 2026 director compensation. After this award, she directly holds 1,143 shares of Customers Bancorp common stock.
Krasne Robert Morris reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp, Inc. director Robert Morris Krasne received an award of 895 shares of common stock on March 16, 2026. The shares were issued in lieu of cash as compensation for his Q1 2026 board service, rather than being purchased on the open market.
Following this stock grant, Krasne directly holds a total of 1,612 shares of Customers Bancorp common stock. This filing reflects routine equity-based director compensation rather than a discretionary insider share purchase or sale.