Customers Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:334 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Nov 24	Sell€204,579	Robert Mackay	Individual	4,000	€51.14
11 Nov 24	Sell€5,265,596	Jay Sidhu	Individual	100,000	€53.09
06 Nov 24	Sell€250,187	Glenn Hedde	Individual	5,002	€50.02
13 Aug 24	Buy€103,918	Samvir Sidhu	Individual	2,500	€41.57
12 Mar 24	Sell€1,744,298	Carla Leibold	Individual	35,832	€48.68
27 Feb 24	Sell€33,263	Glenn Hedde	Individual	666	€49.94

Insider Trading Volume

Insider Buying: 334 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 334?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,263	0.0232%
General Public	295,866	0.944%
Individual Insiders	2,116,910	6.75%
Institutions	28,929,219	92.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.4%	BlackRock, Inc.	4,514,593	€203.3m	-1.35%	no data
8.99%	Wellington Management Group LLP	2,816,915	€126.8m	-12.6%	0.02%
7%	The Vanguard Group, Inc.	2,195,467	€98.9m	-1.07%	no data
6.96%	Dimensional Fund Advisors LP	2,182,728	€98.3m	-2.65%	0.02%
5.68%	State Street Global Advisors, Inc.	1,781,976	€80.2m	10.5%	no data
4.84%	Jay Sidhu	1,518,157	€68.4m	-17.3%	no data
3.35%	Hood River Capital Management LLC	1,049,616	€47.3m	91.2%	0.79%
2.33%	American Century Investment Management Inc	730,807	€32.9m	6.4%	0.02%
2.19%	Geode Capital Management, LLC	687,130	€30.9m	2.68%	no data
1.78%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	556,501	€25.1m	7.34%	0.01%
1.63%	Charles Schwab Investment Management, Inc.	509,469	€22.9m	2.41%	no data
1.53%	Assenagon Asset Management S.A.	479,739	€21.6m	88.9%	0.04%
1.33%	Aristotle Capital Boston, LLC	415,503	€18.7m	4.71%	0.7%
1.11%	Invesco Capital Management LLC	349,416	€15.7m	11.2%	0.01%
1.02%	Northern Trust Global Investments	320,460	€14.4m	3.48%	no data
0.97%	Arrowstreet Capital, Limited Partnership	305,411	€13.8m	0%	0.01%
0.95%	LSV Asset Management	298,000	€13.4m	-7.97%	0.03%
0.93%	JP Morgan Asset Management	291,998	€13.1m	0.29%	no data
0.87%	Eaton Vance Management	272,972	€12.3m	-10.4%	no data
0.83%	Great Lakes Advisors, LLC	260,822	€11.7m	-5.47%	0.11%
0.8%	Jacobs Levy Equity Management Inc	249,588	€11.2m	-1.61%	0.05%
0.75%	Tieton Capital Management, LLC	236,203	€10.6m	-0.32%	5.8%
0.74%	BNY Asset Management	231,947	€10.4m	-11.1%	no data
0.74%	Morgan Stanley, Investment Banking and Brokerage Investments	230,792	€10.4m	1.08%	no data
0.72%	Qube Research & Technologies Ltd	227,229	€10.2m	116%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 12:45
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Customers Bancorp, Inc. is covered by 21 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Matthew Schultheis	Boenning & Scattergood, Inc.
Harold Goetsch	B. Riley Securities, Inc.
Stephen Moss	CGS International