CUBI Insider Trading

Customers Bancorp, Inc. (CUBI) operates in the Financial Services sector, specifically the Banks - Regional industry, with a market capitalization near $2.52B, listed on NYSE, employing roughly 866 people, carrying a beta of 1.53 to the broader market. Customers Bancorp, Inc. Led by Samvir S. Sidhu, public since 2012-03-14.

In the last 12 months, Customers Bancorp, Inc. insiders made 1 buy transaction and 17 sale transactions.

DateNameTypeSharesPriceValue
Sep 17, 2026Zuckerman Steven JA-Award1,053$78.91$83.1K
Sep 17, 2026Allon Andrea R.A-Award625$78.91$49.3K
Sep 17, 2026Way T LawrenceA-Award847$78.91$66.8K
Sep 17, 2026Banks Bernard BennettA-Award879$78.91$69.4K
Sep 17, 2026Looney Susan DianneA-Award625$78.91$49.3K
Sep 17, 2026Sirmans Dalton TalleyA-Award736$78.91$58.1K
Sep 17, 2026Krasne Robert MorrisA-Award847$78.91$66.8K
Sep 17, 2026Gill MikeA-Award625$78.91$49.3K
Sep 17, 2026BUFORD ROBERT JA-Award847$78.91$66.8K
Sep 8, 2026Robinson Nicholas JohnF-InKind479$79.64$38.1K

CUBI Insider Activity by Quarter

Reported Form 4 and Form 5 lines under CUBI's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Sep 16, 2022, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A4$8.8M10
Q2 20261$72.6K3$8.4M44
Q1 20260N/A0N/A33
Q4 20250N/A10$14.8M19
Q3 20250N/A0N/A13
Q2 20250N/A0N/A30
Q1 20250N/A3$6.6M32
Q4 20240N/A5$6.1M22

CUBI Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 298 institutions reported holding 34,278,385 CUBI shares, valued at $2.71B as reported, 98.2% of its market cap (market cap of Jun 26, 2026). That is +16 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 36 opened a position, 21 closed one, 116 added and 88 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.4,869,339$385.2M-122,591
WELLINGTON MANAGEMENT GROUP LLP4,035,500$319.2M+145,956
STATE STREET CORP2,079,651$164.5M+89,081
DIMENSIONAL FUND ADVISORS LP2,012,060$159.2M+69,071
Hood River Capital Management LLC1,941,996$153.6M+210,686
VANGUARD CAPITAL MANAGEMENT LLC1,359,670$107.5M-3,946
AMERICAN CENTURY COMPANIES INC1,173,042$92.8M+67,494
Assenagon Asset Management S.A.1,167,136$92.3M+388,347
GEODE CAPITAL MANAGEMENT, LLC910,283$72.0M+27,963
UBS Group AG698,088$55.2M-330,825

By Quarter

QuarterInstitutionsSharesValue
Q2 202629834,278,385$2.71B
Q1 202628233,755,561$2.34B
Q4 202528432,057,086$2.34B
Q3 202526531,371,770$2.05B
Q2 202523928,207,190$1.66B
Q1 202523728,423,710$1.43B
Q4 202423727,694,988$1.35B
Q3 202423828,716,592$1.33B
Q2 202422429,438,171$1.41B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding CUBI

FundWeight of CUBIShares (as reported)Value (as reported)Source updated
IJR iShares Core S&P Small-Cap ETF0.14%1,898,262$140.8MOct 8, 2026
AVUV Avantis U.S. Small Cap Value ETF0.26%1,083,037$80.3MOct 8, 2026
VTI Vanguard Morningstar Total Stock Market ETF0.00%970,709$75.9MOct 7, 2026
IWM iShares Russell 2000 ETF0.08%829,188$61.5MOct 8, 2026
DFSV U.S. Small Cap Value Portfolio ETF Class Shares0.17%617,950$46.3MOct 8, 2026
DFAT Dimensional - US Targeted Value ETF0.13%507,832$38.1MOct 8, 2026
KRE State Street SPDR S&P Regional Banking ETF0.80%350,999$28.6MOct 8, 2026
VXF Vanguard Extended Market ETF0.03%366,176$28.6MOct 7, 2026
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF0.14%292,126$21.9MOct 8, 2026
BLOK Amplify Blockchain Technology ETF1.95%285,423$21.2MOct 8, 2026
KBE State Street SPDR S&P Bank ETF0.95%187,162$14.3MOct 8, 2026
VTWO Vanguard Russell 2000 ETF0.08%179,513$14.0MOct 7, 2026
SCHA Schwab U.S. Small-Cap ETF0.06%167,163$12.4MOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.01%163,280$12.2MOct 8, 2026
IJS iShares S&P Small-Cap 600 Value ETF0.13%133,643$9.9MOct 8, 2026

From each fund's latest holdings file on record that shows CUBI's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as CUBI's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for CUBI reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is CUBI's share of that fund.

How to Read CUBI Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 17 sales versus 1 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked CUBI insider trading questions

How active are CUBI insiders right now?
Over the trailing twelve months, Customers Bancorp, Inc. (CUBI) insiders made 1 buy transaction and 17 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (17 sales vs 1 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are CUBI insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do CUBI insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.