Home › Companies › CUSTOMERS BANCORP INC. › 2023-2024
Compiled from SEC Form N-PX filings and CUSTOMERS BANCORP INC.’s Form 8-K, filed 2024-05-29 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore CUSTOMERS BANCORP INC. in the interactive database Compare manager voting policies
These tallies are CUSTOMERS BANCORP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-29 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Jay S. Sidhu | 24,375,783 | -- | -- | 9,448 | 2,256,092 | Majority: yes |
| Elect Director: Robert J. Buford | 23,429,357 | -- | -- | 32,285 | 2,256,092 | Majority: yes |
| Elect Director: Rajeev V. Date | 24,101,317 | -- | -- | 16,597 | 2,256,092 | Majority: yes |
| To approve, on an advisory basis, our named executive officer compensation. | 24,701,922 | 585,984 | 95,653 | -- | 2,256,092 | Majority: yes |
| Proposal 5: To approve an amendment to the Company's 2019 Stock Incentive Plan. | 15,499,060 | 9,818,391 | 66,108 | -- | 2,256,092 | Majority: yes |
Source: CUSTOMERS BANCORP INC., Form 8-K, filed with the SEC on 2024-05-29 — read the filing on EDGAR.
Each item below shows how the 293 asset managers that disclosed a CUSTOMERS BANCORP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CUSTOMERS BANCORP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 10 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
CUSTOMERS BANCORP INC.’s own tally for this item (“To approve, on an advisory basis, our named executive officer compensation.”): 24,701,922 for, 585,984 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,521,931 outstanding shares: 78% for, 2% against (80% of the company cast a for/against vote).
The 289 asset managers below cast 98% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 4,208,438 | 0 | 0 | 0 | For |
| State Street | 2,509,825 | 0 | 0 | 0 | For |
| Vanguard | 2,207,823 | 0 | 0 | 0 | For |
| Dimensional | 2,174,555 | 0 | 0 | 0 | For |
| American Century | 1,192,488 | 0 | 0 | 0 | For |
| JPMorgan | 942,774 | 0 | 0 | 0 | For |
| Wellington | 927,505 | 0 | 0 | 0 | For |
| Charles Schwab | 802,530 | 0 | 0 | 0 | For |
| Invesco | 659,021 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 627,624 | 0 | 0 | 0 | For |
| Fidelity | 609,156 | 0 | 0 | 0 | For |
| Nuveen | 573,692 | 0 | 0 | 0 | For |
| TIAA | 571,968 | 0 | 0 | 0 | For |
| Allspring | 413,040 | 0 | 0 | 0 | For |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 374,792 | 0 | 0 | 0 | For |
| Northern Trust | 343,386 | 0 | 0 | 0 | For |
| Aristotle Capital Boston, LLC | 320,728 | 0 | 0 | 0 | For |
| GREAT LAKES ADVISORS, LLC | 271,302 | 0 | 0 | 0 | For |
| Hood River Capital Management LLC | 262,749 | 0 | 0 | 0 | For |
| Royce | 259,237 | 0 | 0 | 0 | For |
| Federated Hermes | 258,441 | 0 | 0 | 0 | For |
| Prudential/PGIM | 257,266 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 233,954 | 0 | 0 | Against |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 212,160 | 0 | 0 | 0 | For |
| Intrinsic Edge Capital Management LLC | 203,159 | 0 | 0 | 0 | For |
Showing the 25 largest of 289 asset managers. See all 289 in the interactive database.
Combines 7 wordings of this item as funds reported it.
100% fund support · no official result
The 278 asset managers below cast 100% of the shares they voted on this item FOR (339,531 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| American Century | 0 | 0 | 0 | 0 | One Year |
| Wellington | 0 | 0 | 0 | 0 | 1 Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| Invesco | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| Nuveen | 0 | 0 | 0 | 0 | One Year |
| TIAA | 0 | 0 | 0 | 0 | One Year |
| JPMorgan | 127 | 0 | 0 | 0 | 1 Year |
| Allspring | 0 | 0 | 0 | 0 | One Year |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| Aristotle Capital Boston, LLC | 0 | 0 | 0 | 0 | One Year |
| GREAT LAKES ADVISORS, LLC | 0 | 0 | 0 | 0 | One Year |
| Hood River Capital Management LLC | 262,749 | 0 | 0 | 0 | For |
| Royce | 0 | 0 | 0 | 0 | One Year |
| Federated Hermes | 0 | 0 | 0 | 0 | 1 Year |
| Prudential/PGIM | 0 | 0 | 0 | 0 | 1 Year |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | One Year |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | One Year |
| Intrinsic Edge Capital Management LLC | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 278 asset managers. See all 278 in the interactive database.
Combines 6 wordings of this item as funds reported it.
61% Majority: yes · of votes cast
CUSTOMERS BANCORP INC.’s own tally for this item (“Proposal 5: To approve an amendment to the Company's 2019 Stock Incentive Plan.”): 15,499,060 for, 9,818,391 against, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,521,931 outstanding shares: 49.2% for, 31% against (80% of the company cast a for/against vote).
The 105 asset managers below cast 61% of the shares they voted on this item FOR (8,688,192 for, 5,540,855 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,274,389 | 0 | 0 | 0 | For |
| Vanguard | 2,086,811 | 17,859 | 0 | 0 | For |
| Dimensional | 0 | 1,954,942 | 0 | 0 | Against |
| State Street | 5,925 | 841,734 | 0 | 0 | Against |
| Fidelity | 596,067 | 10,000 | 0 | 0 | For |
| American Century | 0 | 594,470 | 0 | 0 | Against |
| TIAA | 571,968 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 408,188 | 0 | 0 | Against |
| Charles Schwab | 389,748 | 0 | 0 | 0 | For |
| Invesco | 324,550 | 0 | 0 | 0 | For |
| Royce | 0 | 219,397 | 0 | 0 | Against |
| Amplify ETF Trust | 197,290 | 0 | 0 | 0 | For |
| Allspring | 0 | 168,110 | 0 | 0 | Against |
| Manager Directed Portfolios | 157,260 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 145,654 | 0 | 0 | 0 | For |
| Federated Hermes | 127,760 | 0 | 0 | 0 | For |
| World Funds Trust | 108,027 | 0 | 0 | 0 | For |
| Prudential/PGIM | 49,206 | 57,536 | 0 | 0 | Against |
| DRIEHAUS MUTUAL FUNDS | 0 | 95,998 | 0 | 0 | Against |
| Russell Investments | 86,669 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 79,591 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 72,671 | 0 | 0 | Against |
| Jackson National | 803 | 71,846 | 0 | 0 | Against |
| Equitable | 71,207 | 0 | 0 | 0 | For |
| Nationwide | 296 | 69,029 | 0 | 0 | Against |
Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
CUSTOMERS BANCORP INC.’s own tally for this item (“Elect Director: Jay S. Sidhu”): 24,375,783 for, 9,448 withheld, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,521,931 outstanding shares: 77% for, 0.1% withheld (77% of the company cast a for/withheld vote).
The 101 asset managers below cast 99% of the shares they voted on this item FOR (14,027,042 for, 170,685 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,274,389 | 0 | 0 | 0 | For |
| Vanguard | 2,104,670 | 0 | 0 | 0 | For |
| Dimensional | 1,954,942 | 0 | 0 | 0 | For |
| State Street | 844,226 | 3,433 | 0 | 0 | For |
| Fidelity | 606,067 | 0 | 0 | 0 | For |
| American Century | 594,470 | 0 | 0 | 0 | For |
| TIAA | 571,968 | 0 | 0 | 0 | For |
| JPMorgan | 408,188 | 0 | 0 | 0 | For |
| Charles Schwab | 389,748 | 0 | 0 | 0 | For |
| Invesco | 324,550 | 0 | 0 | 0 | For |
| Royce | 219,397 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 197,290 | 0 | 0 | 0 | For |
| Allspring | 168,110 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 157,260 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 145,654 | 0 | 0 | 0 | For |
| Federated Hermes | 127,760 | 0 | 0 | 0 | For |
| World Funds Trust | 108,027 | 0 | 0 | 0 | For |
| Prudential/PGIM | 106,742 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 95,998 | 0 | 0 | 0 | For |
| Russell Investments | 86,669 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 79,591 | 0 | 0 | Against |
| AIG/SunAmerica | 72,671 | 0 | 0 | 0 | For |
| Jackson National | 72,649 | 0 | 0 | 0 | For |
| Equitable | 71,207 | 0 | 0 | 0 | For |
| Nationwide | 69,324 | 1 | 0 | 0 | For |
Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
CUSTOMERS BANCORP INC.’s own tally for this item (“Elect Director: Rajeev V. Date”): 24,101,317 for, 16,597 withheld, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,521,931 outstanding shares: 76% for, 0.1% withheld (77% of the company cast a for/withheld vote).
The 101 asset managers below cast 95% of the shares they voted on this item FOR (13,428,531 for, 769,196 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,274,389 | 0 | 0 | 0 | For |
| Vanguard | 2,104,670 | 0 | 0 | 0 | For |
| Dimensional | 1,954,942 | 0 | 0 | 0 | For |
| State Street | 845,060 | 2,599 | 0 | 0 | For |
| Fidelity | 606,067 | 0 | 0 | 0 | For |
| American Century | 594,470 | 0 | 0 | 0 | For |
| TIAA | 0 | 571,968 | 0 | 0 | Against |
| JPMorgan | 408,188 | 0 | 0 | 0 | For |
| Charles Schwab | 389,748 | 0 | 0 | 0 | For |
| Invesco | 324,550 | 0 | 0 | 0 | For |
| Royce | 219,397 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 197,290 | 0 | 0 | 0 | For |
| Allspring | 168,110 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 157,260 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 145,654 | 0 | 0 | 0 | For |
| Federated Hermes | 127,760 | 0 | 0 | 0 | For |
| World Funds Trust | 108,027 | 0 | 0 | 0 | For |
| Prudential/PGIM | 106,742 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 95,998 | 0 | 0 | 0 | For |
| Russell Investments | 86,669 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 79,591 | 0 | 0 | Against |
| AIG/SunAmerica | 72,671 | 0 | 0 | 0 | For |
| Jackson National | 72,649 | 0 | 0 | 0 | For |
| Equitable | 43,997 | 27,210 | 0 | 0 | For |
| Nationwide | 69,324 | 1 | 0 | 0 | For |
Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
CUSTOMERS BANCORP INC.’s own tally for this item (“Elect Director: Robert J. Buford”): 23,429,357 for, 32,285 withheld, per its Form 8-K filed 2024-05-29 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 31,521,931 outstanding shares: 74% for, 0.2% withheld (74% of the company cast a for/withheld vote).
The 101 asset managers below cast 94% of the shares they voted on this item FOR (13,366,296 for, 831,431 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,274,389 | 0 | 0 | 0 | For |
| Vanguard | 2,104,670 | 0 | 0 | 0 | For |
| Dimensional | 1,954,942 | 0 | 0 | 0 | For |
| State Street | 845,060 | 2,599 | 0 | 0 | For |
| Fidelity | 606,067 | 0 | 0 | 0 | For |
| American Century | 594,470 | 0 | 0 | 0 | For |
| TIAA | 0 | 571,968 | 0 | 0 | Against |
| JPMorgan | 408,188 | 0 | 0 | 0 | For |
| Charles Schwab | 389,748 | 0 | 0 | 0 | For |
| Invesco | 324,550 | 0 | 0 | 0 | For |
| Royce | 219,397 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 197,290 | 0 | 0 | 0 | For |
| Allspring | 168,110 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 157,260 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 145,654 | 0 | 0 | 0 | For |
| Federated Hermes | 127,760 | 0 | 0 | 0 | For |
| World Funds Trust | 108,027 | 0 | 0 | 0 | For |
| Prudential/PGIM | 106,742 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 95,998 | 0 | 0 | 0 | For |
| Russell Investments | 86,669 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 79,591 | 0 | 0 | Against |
| AIG/SunAmerica | 72,671 | 0 | 0 | 0 | For |
| Jackson National | 72,649 | 0 | 0 | 0 | For |
| Equitable | 43,997 | 27,210 | 0 | 0 | For |
| Nationwide | 69,324 | 1 | 0 | 0 | For |
Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% fund support · no official result
The 99 asset managers below cast 99.7% of the shares they voted on this item FOR (14,153,698 for, 31,630 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,274,389 | 0 | 0 | 0 | For |
| Vanguard | 2,104,670 | 0 | 0 | 0 | For |
| Dimensional | 1,954,942 | 0 | 0 | 0 | For |
| State Street | 847,659 | 0 | 0 | 0 | For |
| Fidelity | 606,067 | 0 | 0 | 0 | For |
| American Century | 594,470 | 0 | 0 | 0 | For |
| TIAA | 571,968 | 0 | 0 | 0 | For |
| JPMorgan | 408,188 | 0 | 0 | 0 | For |
| Charles Schwab | 389,748 | 0 | 0 | 0 | For |
| Invesco | 324,550 | 0 | 0 | 0 | For |
| Royce | 219,397 | 0 | 0 | 0 | For |
| Amplify ETF Trust | 197,290 | 0 | 0 | 0 | For |
| Allspring | 168,110 | 0 | 0 | 0 | For |
| Manager Directed Portfolios | 157,260 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 145,654 | 0 | 0 | 0 | For |
| Federated Hermes | 127,760 | 0 | 0 | 0 | For |
| World Funds Trust | 108,027 | 0 | 0 | 0 | For |
| Prudential/PGIM | 106,742 | 0 | 0 | 0 | For |
| DRIEHAUS MUTUAL FUNDS | 95,998 | 0 | 0 | 0 | For |
| Russell Investments | 86,669 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 79,591 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 72,671 | 0 | 0 | 0 | For |
| Jackson National | 72,649 | 0 | 0 | 0 | For |
| Equitable | 71,207 | 0 | 0 | 0 | For |
| Nationwide | 69,325 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
| Empower | 0 | 0 | 0 | 0 | One Year |
| Desjardins Global Asset Management Inc. | 0 | 0 | 0 | 0 | One Year |
| CORNELL UNIVERSITY | 0 | 0 | 0 | 0 | One Year |
| Convergence Investment Partners, LLC | 0 | 0 | 0 | 0 | 1 |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (22,249 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 22,113 | 0 | 0 | 0 | For |
| CORNELL UNIVERSITY | 136 | 0 | 0 | 0 | For |
Ranked by the number of CUSTOMERS BANCORP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 31,521,931 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 13.35% |
| 2 | State Street | 7.96% |
| 3 | Vanguard | 7.00% |
| 4 | Dimensional | 6.90% |
| 5 | American Century | 3.78% |
| 6 | JPMorgan | 2.99% |
| 7 | Wellington | 2.94% |
| 8 | Charles Schwab | 2.55% |
| 9 | Invesco | 2.09% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.99% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 13.69% | 13F |
| Dimensional Fund Advisors | 7.05% | 13F |
| Vanguard Group | 6.84% | 13F |
| Wellington Management | 6.50% | 13F |
| Bay Pond Partners, L.P. | 5.62% | 13G |
| State Street | 4.98% | 13F |
| Geode Capital | 1.99% | 13F |
| Nuveen | 1.82% | 13F |
| Morgan Stanley | 1.73% | 13F |
| JPMorgan Chase | 1.36% | 13F |
Percentages above are of 31,521,931 shares outstanding, as reported by CUSTOMERS BANCORP INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CUSTOMERS BANCORP INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CUSTOMERS BANCORP INC.'s shareholder meeting held 2024-05-28, in the 2023-2024 proxy season, 293 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,944 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve a non-binding advisory resolution on named executive officer compensation. — FOR was 98% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CUSTOMERS BANCORP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-29.
CUSTOMERS BANCORP INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.