| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Special Advisor to the CEO | Special Advisor to CEO | Executive VP and CLO
1 company
Steven Issa last filed a Form 4 in November 2021, as Special Advisor to the CEO at CUBI. Steven Issa's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Steven Issa a below-average insider score of 48/100, based on 3 past trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +19.8%.
Steven Issa has 28 Form 4 filings on record from January 2018 to November 2021, all as Special Advisor to the CEO at Customers Bancorp (CUBI), 2018–2021.
The 40 reported transactions were 18 tax withholdings, 15 open-market sales, 5 stock awards and 2 option exercises.
Counted by filing, the open-market trades come to no purchases and 12 sales worth about $1.8M.
The largest open-market sale was 14,789 shares of CUBI at an average $57.22 on November 22, 2021, about $846K. Twelve months later CUBI was down 44%.
Shares as reported in the last Form 4 for each company; the most recent is from November 2021. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 22, 2021 | CUBI Customers Bancorp, Inc. | Special Advisor to the CEO | Sell | 14,789 | $57.22 | $846,226.58 | -100% | +6.0% | -44.0% | |
| Nov 1, 2021 | CUBI Customers Bancorp, Inc. | Special Advisor to CEO | Sell | 1,479 | $53.93 | $79,762.47 | -7.6% | +5.9% | -40.0% | |
| May 3, 2021 | CUBI Customers Bancorp, Inc. | Special Advisor to CEO | Sell | 928 | $35.07 | $32,544.96 | -4.4% | +3.9% | +24.7% | |
| Mar 2, 2021 | CUBI Customers Bancorp, Inc. | Special Advisor to the CEO | Sell | 768 | $27.47 | $21,096.96 | -3.5% | - | - | |
| Feb 16, 2021 | CUBI Customers Bancorp, Inc. | Special Advisor to the CEO | Sell | 2,921 | $26.92 | $78,641.21 | -11.5% | - | - | |
| Feb 1, 2021 | CUBI Customers Bancorp, Inc. | Executive VP and CLO | Sell | 1,881 | $22.45 | $42,228.45 | -6.6% | - | - | |
| Nov 5, 2020 | CUBI Customers Bancorp, Inc. | Executive VP and CLO | Sell | 1,451 | $14.00 | $20,314.00 | -4.6% | - | - | |
| Aug 6, 2020 | CUBI Customers Bancorp, Inc. | Executive VP and CLO | Sell | 1,220 | $12.09 | $14,748.58 | -3.7% | - | - | |
| Mar 3, 2020 | CUBI Customers Bancorp, Inc. | Executive VP and CLO | Sell | 6,047 | $20.19 | $122,089.47 | -16.9% | - | - | |
| Mar 5, 2019 | CUBI Customers Bancorp, Inc. | Executive VP and CLO | Sale+OE | 6,926 | $20.48 | $141,816.08 | -18.8% | - | - |