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.
Bay Pond Partners, L.P. filed an Amendment No. 2 to a Schedule 13G reporting its beneficial ownership in Customers Bancorp, Inc. common stock. As of December 31, 2025, Bay Pond reported beneficial ownership of 1,724,476 shares, representing 5.05% of the outstanding common stock.
The firm reported shared voting and dispositive power over all of these shares, with no sole voting or dispositive power. It certified that the shares were not acquired to change or influence control of Customers Bancorp, reflecting a passive investment stance.
Customers Bancorp, Inc.’s Chief Operating Officer filed an amended initial ownership report. The Form 3/A shows beneficial ownership of 2,903 shares of common stock, all represented by restricted stock units. The amendment corrects a prior filing that mistakenly reported 2,093 instead of 2,903 units.
Wellington Management Group and affiliated entities report a 10.6% beneficial stake in Customers Bancorp, Inc. common stock. They disclose beneficial ownership of 3,641,339 shares, all with shared, not sole, voting and dispositive power. The shares are held of record by investment advisory clients of Wellington-affiliated advisers.
Wellington states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Customers Bancorp. No single underlying client is reported to own more than five percent of the company’s common stock.
Customers Bancorp, Inc. has appointed Stephen Wyremski as Executive Vice President and Chief Operating Officer of Customers Bank, effective January 26, 2026. He brings extensive banking and finance experience, including senior finance roles at Signature Bank and Flagstar Bank, and prior consulting work for Customers Bank on finance and data modernization.
Under his offer letter, Mr. Wyremski will receive a $450,000 annual base salary, a discretionary bonus targeted at up to 125% of base salary, and an additional enhanced discretionary performance bonus of up to 25% of base salary. He is also entitled to a $450,000 sign-on bonus, subject to clawback if he leaves voluntarily or is terminated for cause before the second anniversary of his start date, and a $425,000 completion fee for earlier consulting services. He will be eligible for participation in executive benefit plans, including a SERP after up to two years of service, and is bound by non-compete, non-solicitation, and confidentiality covenants.
Customers Bancorp, Inc. furnished an update on its recent financial results and investor materials. On January 22, 2026, the company issued a press release with unaudited financial information for the quarter ended December 31, 2025, which is included as Exhibit 99.1. It also made available on its website a slide presentation for investors, attached as Exhibit 99.2.
The press release and slides are being treated as furnished, not filed, meaning they are not subject to certain liability provisions of the securities laws and are not automatically incorporated into other SEC reports unless specifically referenced.
Dimensional Fund Advisors LP has filed an amended ownership report on Customers Bancorp Inc common stock. It reports beneficial ownership of 1,877,035 shares, representing 5.5% of the outstanding common stock as of December 31, 2025.
Dimensional reports sole voting power over 1,837,632 shares and sole dispositive power over 1,877,035 shares, with no shared voting or dispositive power. The shares are owned by various funds and accounts it advises or manages, and Dimensional states that it may be deemed a beneficial owner for Section 13(d) purposes but disclaims beneficial ownership of the securities.
The firm certifies 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 Inc.
BlackRock, Inc. filed an amended Schedule 13G reporting a significant ownership stake in Customers Bancorp, Inc. common stock. As of the event date of 12/31/2025, BlackRock reported beneficial ownership of 4,634,097 shares, representing 13.6% of the outstanding common stock.
BlackRock reported sole voting power over 4,585,372 shares and sole dispositive power over 4,634,097 shares, with no shared voting or dispositive power. The filing notes that these holdings reflect securities beneficially owned by certain BlackRock business units, and that the interest of iShares Core S&P Small-Cap ETF in Customers Bancorp common stock is more than five percent of the total outstanding common stock.
BlackRock certifies 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.
Customers Bancorp CEO Samvir S. Sidhu, who also serves as a director, reported an automatic share withholding related to equity compensation. On January 5, 2026, 838 shares of common stock were withheld at $76.18 per share to cover taxes upon vesting of a previously issued restricted stock award, as described in the footnotes. Following this transaction, he beneficially owns 517,529 shares of common stock directly, which includes 270,620 restricted stock units. The filing also lists 745 shares of common stock held indirectly in each of three irrevocable trusts for the benefit of Lian, Ziya, and Kaira Sidhu.
Customers Bancorp Chief Banking Officer Lyle Cunningham reported an automatic share withholding tied to equity compensation. On January 5, 2026, 749 shares of Common Stock were withheld at $76.18 per share to cover taxes due on the vesting of a previously granted restricted stock award. After this tax-related transaction, Cunningham beneficially owned 49,842 shares of Customers Bancorp common stock, which the disclosure states includes 22,633 Restricted Stock Units. The filing lists all of these holdings as owned directly.
Customers Bancorp, Inc. Chairman and Director Jay S. Sidhu reported a tax-related share withholding tied to an equity award. On January 5, 2026, 551 shares of common stock were withheld at $76.18 per share, identified as shares "withheld for taxes upon vesting of previously issued restricted stock award." After this adjustment, Sidhu directly beneficially owned 789,480 shares of common stock, which the filing notes includes 76,288 restricted stock units.
The filing also lists indirect holdings. These consist of 3,701 shares held by his spouse and additional blocks of 213,560, 181,825, and 158,552 shares held through specified family and irrevocable trusts. The report reflects Sidhu’s roles as both Chairman and Director of Customers Bancorp.