Steven Issa
CIK 1512474 · Special Advisor to CEO · last filed 2021-11-24
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
CUBI price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
CUMBERLAND, RI 02864
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CUBI | Special Advisor to CEO | 0 | $78.73 | $0 | -$1.40M | 22 | 2021-11-24 |
| Customers Bancorp, Inc. (CUBS) Delisted | Executive VP and CLO | 25,571 | $18.85 | $482.0K | -$528.1K | 13 | 2018-05-08 |
| FLAGSTAR BANCORP INC (FBC) Delisted | Executive Vice-President | 6,776 | $37.54 | $254.4K | -$565.6K | 60 | 2013-04-30 |
Recent Filings · Page 2 of 10
95 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-11-06 | CUBI | Sell (S) | −1,451 | -$20.3K | EDGAR |
| 2020-09-29 | CUBI | Tax (F) | −673 | -$7.3K | EDGAR |
| 2020-08-07 | CUBI | Sell (S) | −1,220 | -$14.7K | EDGAR |
| 2020-06-02 | CUBI | Tax (F) | −565 | -$6.2K | EDGAR |
| 2020-04-06 | CUBI | Grant (A) | −4,000 | -$40.1K | EDGAR |
| 2020-03-03 | CUBI | Mixed | −6,538 | -$132.1K | EDGAR |
| 2020-01-24 | CUBI | Mixed | +7,036 | $156.5K | EDGAR |
| 2019-10-02 | CUBI | Tax (F) | −645 | -$13.6K | EDGAR |
| 2019-03-05 | CUBI | Mixed | −1,426 | -$44.7K | EDGAR |
| 2019-03-04 | CUBI | Tax (F) | −595 | -$12.8K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.