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.
Customers Bancorp, Inc. filings document the company's public reporting as a bank holding company for Customers Bank. Its 8-K filings include results of operations and financial condition, earnings releases, investor presentations, Regulation FD materials and shareholder communications tied to the bank's balance sheet, deposit base, credit quality, capital position and operating performance.
The filing record also covers governance and capital-structure matters. Definitive proxy statements disclose board matters, shareholder voting items, executive compensation and equity award information. Material-event filings report executive compensation arrangements, including supplemental retirement plan disclosures. The company's registered securities include NYSE-listed voting common stock under CUBI and 5.375% subordinated notes due 2034 under CUBB.
Customers Bancorp Chief Banking Officer Lyle Cunningham reported a routine tax-related share disposition. On April 4, 2026, 1,613 shares of Common Stock were withheld at $70.41 per share to cover taxes when a previously granted restricted stock award vested.
After this withholding transaction, Cunningham directly held 46,850 shares of Customers Bancorp common stock. A footnote also states that this holding includes 14,020 Restricted Stock Units, which represent additional share-based awards that may convert into common stock over time, separate from the shares withheld for taxes.
Customers Bancorp Chief Banking Officer Lyle Cunningham reported a routine tax-related share disposition. On April 4, 2026, 1,613 shares of Common Stock were withheld at $70.41 per share to cover taxes when a previously granted restricted stock award vested.
After this withholding transaction, Cunningham directly held 46,850 shares of Customers Bancorp common stock. A footnote also states that this holding includes 14,020 Restricted Stock Units, which represent additional share-based awards that may convert into common stock over time, separate from the shares withheld for taxes.
Customers Bancorp Chief Credit Officer reports routine tax withholding on vested stock. Thomas Henry Kasulka had 829 shares of Common Stock withheld at $70.95 per share to cover taxes upon vesting of a previously issued restricted stock award.
After this non-market disposition, he holds 19,031 shares of Common Stock directly, including 12,868 Restricted Stock Units. This filing reflects a compensation-related tax event rather than an open-market purchase or sale.
Customers Bancorp Chief Credit Officer reports routine tax withholding on vested stock. Thomas Henry Kasulka had 829 shares of Common Stock withheld at $70.95 per share to cover taxes upon vesting of a previously issued restricted stock award.
After this non-market disposition, he holds 19,031 shares of Common Stock directly, including 12,868 Restricted Stock Units. This filing reflects a compensation-related tax event rather than an open-market purchase or sale.
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: 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. 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. 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 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, 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 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 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.
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.