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.
Gill Mike reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp, Inc. director Mike Gill received a grant of 625 shares of common stock on March 16, 2026. The shares were valued at $64.72 each and were issued in lieu of cash for director compensation for Q1 2026. After this award, Gill directly holds 1,060 common shares.
Mackay Robert Neil reported acquisition or exercise transactions in this Form 4 filing.
Customers Bancorp, Inc. director Robert Neil Mackay received a stock award of 895 shares of common stock on March 16, 2026. The shares, valued at $64.72 per share, were issued in lieu of cash for his Q1 2026 director compensation, rather than bought on the open market. Following this grant, he directly holds 9,813 shares.
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.