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.
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.
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.
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 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 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.
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.
Customers Bancorp executive Philip Watkins reported a routine tax-related share withholding. On January 5, 2026, 636 shares of Customers Bancorp common stock were withheld at $76.18 per share to cover taxes due on the vesting of a previously issued restricted stock award. After this transaction, Watkins beneficially owned 50,213 shares of common stock, which includes 22,581 Restricted Stock Units. The filing shows he holds these shares directly as Executive Vice President and Head of Corporate Development.
Customers Bancorp executive Philip Watkins reported a routine tax-related share withholding. On January 5, 2026, 636 shares of Customers Bancorp common stock were withheld at $76.18 per share to cover taxes due on the vesting of a previously issued restricted stock award. After this transaction, Watkins beneficially owned 50,213 shares of common stock, which includes 22,581 Restricted Stock Units. The filing shows he holds these shares directly as Executive Vice President and Head of Corporate Development.
Customers Bancorp, Inc. reported leadership and compensation changes tied to its senior executives. The Board appointed Chief Executive Officer Sam Sidhu as a director of the company, effective January 1, 2026, and increased the Board size to thirteen members. He will not receive separate director fees, with his pay set under a new employment agreement.
The company entered into updated employment agreements effective January 1, 2026 for Executive Chairman Jay Sidhu and CEO Sam Sidhu. Jay Sidhu’s contract provides a base salary of at least $650,000 and long‑term incentives targeting 200% of base salary, plus an expected non‑qualified SERP benefit of $300,000 per year for 15 years, along with detailed severance and change‑in‑control protections. Sam Sidhu’s agreement provides a base salary of at least $975,000, long‑term incentives targeting 150% of base salary, short‑term incentives targeting 100% of base salary, and an expected SERP benefit of $600,000 per year for life, plus similar severance and change‑in‑control terms.
In connection with his CEO role, Sam Sidhu also received an incentive award of 225,000 performance‑based restricted stock units under the 2019 Stock Incentive Plan, documented in a Performance Share Unit Agreement. The company issued a press release announcing his Board appointment.
Customers Bancorp, Inc. reported leadership and compensation changes tied to its senior executives. The Board appointed Chief Executive Officer Sam Sidhu as a director of the company, effective January 1, 2026, and increased the Board size to thirteen members. He will not receive separate director fees, with his pay set under a new employment agreement.
The company entered into updated employment agreements effective January 1, 2026 for Executive Chairman Jay Sidhu and CEO Sam Sidhu. Jay Sidhu’s contract provides a base salary of at least $650,000 and long‑term incentives targeting 200% of base salary, plus an expected non‑qualified SERP benefit of $300,000 per year for 15 years, along with detailed severance and change‑in‑control protections. Sam Sidhu’s agreement provides a base salary of at least $975,000, long‑term incentives targeting 150% of base salary, short‑term incentives targeting 100% of base salary, and an expected SERP benefit of $600,000 per year for life, plus similar severance and change‑in‑control terms.
In connection with his CEO role, Sam Sidhu also received an incentive award of 225,000 performance‑based restricted stock units under the 2019 Stock Incentive Plan, documented in a Performance Share Unit Agreement. The company issued a press release announcing his Board appointment.
Customers Bancorp, Inc. chairman and director Jay S. Sidhu reported changes in his indirect ownership of the company’s common stock as of 12/31/2025. The filing shows several transactions coded “G” at a price of $ 73.4 per share involving accounts held by his spouse and various family trusts.
Following these transactions, Sidhu reports 3,701 shares held indirectly by his spouse, 158,552 shares held indirectly in “Trust (1),” and 181,825 shares held indirectly in “Trust (2).” He also reports 790,031 common shares held directly, which the filing states includes 78,146 Restricted Stock Units, and an additional 213,560 shares held indirectly in “Trust (4).” The form indicates it is filed by one reporting person and identifies Sidhu as both a director and officer (Chairman) of the company.
Customers Bancorp, Inc. chairman and director Jay S. Sidhu reported changes in his indirect ownership of the company’s common stock as of 12/31/2025. The filing shows several transactions coded “G” at a price of $ 73.4 per share involving accounts held by his spouse and various family trusts.
Following these transactions, Sidhu reports 3,701 shares held indirectly by his spouse, 158,552 shares held indirectly in “Trust (1),” and 181,825 shares held indirectly in “Trust (2).” He also reports 790,031 common shares held directly, which the filing states includes 78,146 Restricted Stock Units, and an additional 213,560 shares held indirectly in “Trust (4).” The form indicates it is filed by one reporting person and identifies Sidhu as both a director and officer (Chairman) of the company.
Customers Bancorp, Inc. entered into a Second Supplemental Indenture with Wilmington Trust to issue $100,000,000 of 6.875% Fixed-to-Floating Rate Subordinated Notes due 2036. These Notes are subordinated obligations of the company, ranking below its senior and secured debt and structurally below all liabilities of its subsidiaries.
The Notes pay a fixed interest rate of 6.875% per year from issuance to, but excluding, January 15, 2031, with semi-annual payments each January 15 and July 15, starting July 15, 2026. From January 15, 2031 to January 15, 2036, interest resets quarterly to a floating rate equal to a Benchmark rate, expected to be Three-Month Term SOFR, plus 342 basis points, with quarterly payments each January 15, April 15, July 15 and October 15.
The company may redeem the Notes at par plus accrued interest, at its option, beginning on January 15, 2031 and on any interest payment date thereafter. The Indenture includes covenants that restrict certain actions involving equity and debt of material subsidiaries, including Customers Bank, and sets customary events of default and other standard terms.
Customers Bancorp, Inc. entered into a Second Supplemental Indenture with Wilmington Trust to issue $100,000,000 of 6.875% Fixed-to-Floating Rate Subordinated Notes due 2036. These Notes are subordinated obligations of the company, ranking below its senior and secured debt and structurally below all liabilities of its subsidiaries.
The Notes pay a fixed interest rate of 6.875% per year from issuance to, but excluding, January 15, 2031, with semi-annual payments each January 15 and July 15, starting July 15, 2026. From January 15, 2031 to January 15, 2036, interest resets quarterly to a floating rate equal to a Benchmark rate, expected to be Three-Month Term SOFR, plus 342 basis points, with quarterly payments each January 15, April 15, July 15 and October 15.
The company may redeem the Notes at par plus accrued interest, at its option, beginning on January 15, 2031 and on any interest payment date thereafter. The Indenture includes covenants that restrict certain actions involving equity and debt of material subsidiaries, including Customers Bank, and sets customary events of default and other standard terms.
Customers Bancorp, Inc. reported an insider equity transaction by its Chief Banking Officer, Lyle Cunningham. On 12/19/2025, 1,552 shares of common stock were withheld to cover taxes due upon the vesting of a previously issued restricted stock award. This did not represent an open‑market sale.
After this tax withholding, Cunningham beneficially owned 50,591 shares of Customers Bancorp common stock directly, which includes 24,491 restricted stock units that remain subject to vesting or other conditions.
Customers Bancorp, Inc. reported an insider equity transaction by its Chief Banking Officer, Lyle Cunningham. On 12/19/2025, 1,552 shares of common stock were withheld to cover taxes due upon the vesting of a previously issued restricted stock award. This did not represent an open‑market sale.
After this tax withholding, Cunningham beneficially owned 50,591 shares of Customers Bancorp common stock directly, which includes 24,491 restricted stock units that remain subject to vesting or other conditions.