SRBK on Nasdaq
SR Bancorp, Inc.
American savings institutions company, incorporated in Maryland1
In its 2026 annual report the company says: “SR Bancorp, Inc. SR Bancorp, Inc. is a Maryland chartered company and the holding company for Somerset Regal Bank.”5 It is headquartered in Bound Brook, New Jersey.1 Its shares trade on Nasdaq under the symbol SRBK.1
$18.54 up 0.04 (0.24%)Price as of Oct 15, 2026 at 17:33 UTC
Last updated Oct 20, 2026.
Overview
- TickerSRBK on Nasdaq1
- IndustrySavings Institutions, Not Federally Chartered1
- HeadquartersBound Brook, New Jersey1
- Incorporated inMD4
- Business address220 West Union Avenue, Bound Brook, Nj 088054
- Filer categoryNon-accelerated filer, Smaller reporting company, Emerging growth company4
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SR Bancorp, Inc. SR Bancorp, Inc. (“SR Bancorp” or the “Company”) is a Maryland chartered company and the holding company for Somerset Regal Bank (the “Bank”). SR Bancorp’s primary business activity is the ownership of the outstanding common stock of Somerset Regal Bank. SR Bancorp does not own or lease any property but instead uses the premises, equipment and other property of Somerset Regal Bank with the payment of appropriate rental fees, as required by applicable law and regulations, under the terms of an expense allocation agreement.5 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2026
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Bank Servicing brought in 88% of the revenue SR Bancorp, Inc. broke down this way in fiscal 2026.
Products and services by year
| Products and services | 2025 | 2026 |
|---|---|---|
| Bank Servicing | $894.0K | $906.0K |
| Financial Service | $145.0K | $123.0K |
Financial statements
Every line of the income statement as filed: the last 2 fiscal years, latest first.3
| Period ending | 2026-06-30 | 2025-06-30 |
|---|---|---|
| Loans, including fees | $45.4M | $41.7M |
| Securities, taxable | $2.4M | $2.4M |
| Interest bearing deposits at other banks | $1.8M | $2.2M |
| Total interest income | $49.6M | $46.3M |
| Demand | $7.0M | $5.0M |
| Savings and time | $9.6M | $10.6M |
| Borrowings | $1.7M | $1.2M |
| Total interest expense | $18.3M | $16.7M |
| Net Interest Income | $31.2M | $29.6M |
| Provision for Credit Losses | $575.0K | $133.0K |
| Net Interest Income After Provision For Credit Losses | $30.7M | $29.4M |
| Increase in cash surrender value of bank owned life insurance | $1.1M | $1.0M |
| Unrealized (loss) gain on equity securities | -$10.0K | $13.0K |
| Realized gain on sale of loans | $33.0K | $51.0K |
| Gains from life insurance proceeds | $0 | $1.5M |
| Other | $101.0K | $96.0K |
| Total noninterest income | $2.2M | $3.7M |
| Labor and Related Expense | $15.7M | $13.9M |
| Occupancy | $2.2M | $2.2M |
| Furniture and equipment | $1.3M | $1.2M |
| Data processing | $2.1M | $2.2M |
| Advertising | $488.0K | $385.0K |
| FDIC premiums | $440.0K | $480.0K |
| Directors fees | $403.0K | $366.0K |
| Professional fees | $1.7M | $1.9M |
| Insurance | $492.0K | $589.0K |
| Telephone, postage and supplies | $689.0K | $755.0K |
| Other | $2.9M | $3.1M |
| Total noninterest expense | $28.5M | $27.1M |
| Income Before Income Tax Expense | $4.4M | $6.1M |
| Income Tax Expense | $1.0M | $991.0K |
| Net Income | $3.4M | $5.1M |
| Basic earnings per share (in dollars per share) | $0.45 | $0.61 |
| Diluted earnings per share (in dollars per share) | $0.44 | $0.61 |
| Weighted average number of common shares outstanding - basic (in shares) | 7.5M shares | 8.4M shares |
| Weighted average number of common shares outstanding - diluted (in shares) | 7.6M shares | 8.4M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.3
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 |
|---|---|---|---|
| Cash and due from banks | $3.8M | $3.9M | |
| Interest-bearing deposits at other banks | $67.6M | $53.8M | |
| Total cash and cash equivalents | $71.5M | $57.8M | |
| Securities held-to-maturity, at amortized cost | $131.2M | $141.8M | |
| Equity securities, at fair value | $27.0K | $37.0K | |
| Loans receivable, net of allowance for credit losses of $5,938 and $5,362, respectively | $901.2M | $797.2M | |
| Premises and equipment, net | $4.8M | $4.9M | |
| Right-of-use asset | $2.7M | $3.2M | |
| Restricted equity securities, at cost | $4.2M | $2.6M | |
| Accrued interest receivable | $3.5M | $3.1M | |
| Bank owned life insurance | $38.4M | $36.6M | |
| Goodwill and intangible assets | $25.5M | $26.7M | $28.1M |
| Other assets | $9.1M | $12.5M | |
| Total assets | $1.2B | $1.1B | |
| Noninterest-bearing | $128.2M | $114.1M | |
| Interest-bearing | $798.3M | $731.9M | |
| Total deposits | $926.4M | $846.0M | |
| Borrowings | $65.0M | $30.0M | |
| Advance payments by borrowers for taxes and insurance | $9.6M | $8.7M | |
| Accrued interest payable | $216.0K | $223.0K | |
| Lease liability | $2.8M | $3.2M | |
| Other liabilities | $6.3M | $4.5M | |
| Total liabilities | $1.0B | $892.7M | |
| Preferred stock, $0.01 par value, 5,000,000 shares authorized, none issued | $0 | $0 | |
| Common stock, $0.01 par value, 50,000,000 authorized; 7,934,356 and 8,875,170 shares issued and outstanding as of June 30, 2026 and June 30, 2025, respectively | $79.0K | $89.0K | |
| Additional paid-in capital | $66.5M | $80.8M | |
| Retained earnings | $122.3M | $120.5M | |
| Unearned compensation ESOP | -$6.3M | -$6.7M | |
| Accumulated other comprehensive loss | -$731.0K | -$1.0M | |
| Total stockholders' equity | $181.8M | $193.8M | $199.5M |
| Total liabilities and stockholders' equity | $1.2B | $1.1B | |
| Loans receivable, allowance for credit losses | $5.9M | $5.4M | $5.2M |
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Preferred stock, shares authorized (in shares) | 5.0M shares | 5.0M shares | |
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Common stock, shares authorized (in shares) | 50.0M shares | 50.0M shares | |
| Common stock, shares outstanding (in shares) | 7.9M shares | 8.9M shares | |
| Common stock, shares issued (in shares) | 7.9M shares | 8.9M shares |
| Period ending | 2026-06-30 | 2025-06-30 | 2024-06-30 |
|---|---|---|---|
| Cash and due from banks | $3.8M | $3.9M | |
| Interest-bearing deposits at other banks | $67.6M | $53.8M | |
| Total cash and cash equivalents | $71.5M | $57.8M | |
| Securities held-to-maturity, at amortized cost | $131.2M | $141.8M | |
| Equity securities, at fair value | $27.0K | $37.0K | |
| Loans receivable, net of allowance for credit losses of $5,938 and $5,362, respectively | $901.2M | $797.2M | |
| Premises and equipment, net | $4.8M | $4.9M | |
| Right-of-use asset | $2.7M | $3.2M | |
| Restricted equity securities, at cost | $4.2M | $2.6M | |
| Accrued interest receivable | $3.5M | $3.1M | |
| Bank owned life insurance | $38.4M | $36.6M | |
| Goodwill and intangible assets | $25.5M | $26.7M | $28.1M |
| Other assets | $9.1M | $12.5M | |
| Total assets | $1.2B | $1.1B | |
| Noninterest-bearing | $128.2M | $114.1M | |
| Interest-bearing | $798.3M | $731.9M | |
| Total deposits | $926.4M | $846.0M | |
| Borrowings | $65.0M | $30.0M | |
| Advance payments by borrowers for taxes and insurance | $9.6M | $8.7M | |
| Accrued interest payable | $216.0K | $223.0K | |
| Lease liability | $2.8M | $3.2M | |
| Other liabilities | $6.3M | $4.5M | |
| Total liabilities | $1.0B | $892.7M | |
| Preferred stock, $0.01 par value, 5,000,000 shares authorized, none issued | $0 | $0 | |
| Common stock, $0.01 par value, 50,000,000 authorized; 7,934,356 and 8,875,170 shares issued and outstanding as of June 30, 2026 and June 30, 2025, respectively | $79.0K | $89.0K | |
| Additional paid-in capital | $66.5M | $80.8M | |
| Retained earnings | $122.3M | $120.5M | |
| Unearned compensation ESOP | -$6.3M | -$6.7M | |
| Accumulated other comprehensive loss | -$731.0K | -$1.0M | |
| Total stockholders' equity | $181.8M | $193.8M | $199.5M |
| Total liabilities and stockholders' equity | $1.2B | $1.1B | |
| Loans receivable, allowance for credit losses | $5.9M | $5.4M | $5.2M |
| Preferred stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Preferred stock, shares authorized (in shares) | 5.0M shares | 5.0M shares | |
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |
| Common stock, par value (in dollars per share) | $0.01 | $0.01 | |
| Common stock, shares authorized (in shares) | 50.0M shares | 50.0M shares | |
| Common stock, shares outstanding (in shares) | 7.9M shares | 8.9M shares | |
| Common stock, shares issued (in shares) | 7.9M shares | 8.9M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 2 fiscal years, latest first.3
| Period ending | 2026-06-30 | 2025-06-30 |
|---|---|---|
| Net income | $3.4M | $5.1M |
| Provision for Credit Losses | $575.0K | $133.0K |
| Depreciation | $947.0K | $910.0K |
| Deferred income taxes | $153.0K | -$298.0K |
| Accretion of acquisition fair value adjustments, net | -$1.9M | -$4.3M |
| Amortization of core deposit intangible asset | $1.2M | $1.4M |
| Net amortization of premiums and discounts on securities | $155.0K | $731.0K |
| Net amortization of deferred loan fees, costs and discounts | $320.0K | $269.0K |
| Income from cash surrender value of bank owned life insurance | -$1.1M | -$1.0M |
| Stock-based compensation expense | $2.1M | $1.1M |
| Unrealized loss (gain) on equity securities | $10.0K | -$13.0K |
| Gain on sale of loans held for sale | -$33.0K | -$51.0K |
| Proceeds from sales of loans held for sale | $4.2M | $575.0K |
| Originations of loans held for sale | -$4.2M | -$524.0K |
| Accrued interest receivable | -$406.0K | -$555.0K |
| Other assets | $3.4M | $274.0K |
| Increase in other liabilities | $1.8M | $839.0K |
| Net cash provided by operating activities | $10.7M | $4.7M |
| Proceeds from maturities, calls and principal repayments of securities held-to-maturity | $16.5M | $14.0M |
| Proceeds from sale of securities available-for-sale | $0 | $0 |
| Purchase of securities held-to-maturity | -$6.0M | $0 |
| Net increase in loans receivable | -$103.0M | -$61.3M |
| Purchases of bank owned life insurance | -$720.0K | |
| Purchases of premises and equipment | -$820.0K | -$433.0K |
| Proceeds from sale of premises and equipment | $0 | $0 |
| Purchase of restricted equity securities | -$1.6M | -$2.7M |
| Net cash used by investing activities | -$95.6M | -$50.5M |
| Net increase in interest bearing deposits | $66.3M | $32.7M |
| Net increase in non-interest bearing deposits | $14.0M | $6.1M |
| Net increase in advance payments by borrowers for taxes and insurance | $903.0K | $663.0K |
| Net increase in short-term borrowings | $35.0M | $30.0M |
| Dividends Paid | -$1.7M | -$444.0K |
| Cash proceeds from issuance of common stock | $0 | $0 |
| Repurchase of common stock | -$16.0M | -$11.3M |
| Cash paid for excise taxes on repurchased shares | -$113.0K | $0 |
| Exercise of stock options | $237.0K | $0 |
| Receipts from equity plan participants for withholding taxes on share-based awards | $191.0K | $0 |
| Cash paid for withholding taxes on share-based awards | -$293.0K | $0 |
| Net cash provided by financing activities | $98.6M | $57.7M |
| Net increase in cash and cash equivalents | $13.7M | $11.9M |
| Interest paid | $19.6M | $15.5M |
| Income taxes paid | $100.0K | $0 |
No quarter-by-quarter statement was filed.
Corporate structure
SR Bancorp, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of SR Bancorp, Inc.
- VANGUARD GROUP INC Filed SCHEDULE 13G/A on SR Bancorp, Inc., latest Mar 27, 2026 (2 filings since Jul 29, 2025)
- Somerset Regal Bank Employee Stock Ownership Plan Trust Filed SCHEDULE 13G on SR Bancorp, Inc., latest Feb 17, 2026
- BlackRock Filed SCHEDULE 13G on SR Bancorp, Inc., latest Oct 17, 2025
- Principal Financial Group Filed SC 13G on SR Bancorp, Inc., latest Feb 12, 2024
- SR Bancorp, Inc. Bound Brook, New Jersey
Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What SR Bancorp, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Property and equipment, before depreciation | $16.9M3 Jun 30, 2026 | $16.1M3 Jun 30, 2025 | +5.1% |
| Accumulated depreciation | $12.1M3 Jun 30, 2026 | $11.1M3 Jun 30, 2025 | +8.5% |
| Property and equipment, net | $4.8M3 Jun 30, 2026 | $4.9M3 Jun 30, 2025 | −2.6% |
| Operating-lease assets (leased space) | $2.7M3 Jun 30, 2026 | $3.2M3 Jun 30, 2025 | −13.0% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $71.5M3 Jun 30, 2026 | $57.8M3 Jun 30, 2025 | +23.7% |
| Debt securities available for sale | $08 Jun 30, 2025 | $07 Jun 30, 2024 | |
| Debt securities held to maturity | $141.8M8 Jun 30, 2025 | $156.1M8 Jun 30, 2024 | −9.2% |
| Loans, net of allowance | $901.2M3 Jun 30, 2026 | $797.2M3 Jun 30, 2025 | +13.0% |
| Deposits held (banks) | $926.4M3 Jun 30, 2026 | $846.0M3 Jun 30, 2025 | +9.5% |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $20.4M3 Jun 30, 2026 | $20.4M3 Jun 30, 2025 | 0% |
| Intangible assets, net (excluding goodwill) | $5.1M3 Jun 30, 2026 | $6.3M3 Jun 30, 2025 | −18.6% |
| Finite-lived intangibles, net | $5.1M3 Jun 30, 2026 |
Properties, in its own words
The following table sets forth certain information relating to our properties as of June 30, 2026.
Square · Net Book Value at
The rest of Item 2
Description and Address · Leased or Owned · Footage · June 30, 2026
Main Office
220 West Union Avenue
Bound Brook, New Jersey 08805 · Owned · 15,000 · (1) · 783
Branch Offices
Somerville Branch
64 West End Avenue
Somerville, New Jersey 08876 · Owned · 3,100 · 96
Raritan Branch
802 Somerset Street
Raritan, New Jersey 08869 · Owned · 1,800 · 157
Middlesex Branch
1305 Bound Brook Road
Middlesex, New Jersey 08848 · Owned · 1,800 · 253
Whitehouse Branch
410 US Highway 22
Whitehouse Station, New Jersey 08888 · Owned · 1,800 · 368
Flemington Branch
141 Broad Street
Flemington, New Jersey 08822 · Owned · 3,400 · 223
Manville Branch
41 South Main Street
Manville, New Jersey 08835 · Owned · 4,900 · 644
Livingston Branch
66 West Mt. Pleasant Avenue
Livingston, New Jersey 07039 · Leased · 2,800 · 11
Roseland Branch
180 Eagle Rock Avenue
Roseland, New Jersey 07068 · Leased · 1,800 · —
Florham Park Branch
30 Columbia Turnpike
Florham Park, New Jersey 07932 · Leased · 1,100 · —
Millburn Branch
290 Millburn Avenue
Millburn, New Jersey 07041 · Leased · 2,500 · —
West Orange Branch
641 Eagle Rock Avenue
West Orange, New Jersey 07052 · Leased · 2,000 · —
Springfield Branch
899 Mountain Avenue
Springfield, New Jersey 07081 · Leased · 3,600 · —
Somerset Branch
464B Elizabeth Avenue
Somerset, New Jersey 08873 · Leased · 3,600 · —
(1) · Includes additional administrative office space at main office complex.
Item 2 of the 10-K filed Sep 25, 2026.5
Leadership
Who has led SR Bancorp, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
Chief operating officer
- Chief executive officerChristopher J. Pribula Jun 15, 2026 to now12
- ChairDavid M. Orbach Sep 19, 2023 to now13
- PresidentChristopher J. Pribula Sep 19, 2023 to now14
- Chief financial officerHarris M. Faqueri Sep 19, 2023 to now15
- Chief operating officerNeil C. Viotto Jan 30, 2026 to now16
- Chief operating officerChristopher J. Pribula Sep 19, 2023 to Jan 30, 202614
Board members and other officers (10)
- SVP-Mortgage LendingNeil C. Viotto Sep 19, 2023 to now17
- SVP-Sr. Comm. Lending OfficerJames Castelletti Sep 27, 2023 to now18
- Board memberRobert Kenneth Mustard Nov 19, 2025 to now19
- Board memberChristopher J. Pribula Sep 19, 2023 to now14
- Board memberDouglas M. Sonier Sep 19, 2023 to Nov 22, 202420
- Board memberJames R. Silkensen Sep 19, 2023 to Sep 19, 202321
- Board memberJohn W. Mooney Sep 19, 2023 to Nov 22, 202422
- Board memberMarc Lebovitz Sep 19, 2023 to Nov 22, 202423
- Board memberMary E. Davey Sep 19, 2023 to now24
- Board memberThomas Lupo Sep 19, 2023 to now25
Timeline
- Sep 17, 20268-K Other events26
- Jul 28, 20268-K Results of operations27
- Jul 10, 20268-K Other events28
- Jun 18, 20268-K Other events29
- Jun 15, 2026New chief executive Christopher J. Pribula becomes CEO12
- May 21, 20268-K Other events30
- Apr 28, 20268-K Results of operations31
- Apr 24, 20268-K Executive or director change32
- Mar 19, 20268-K Other events33
- Jan 28, 20268-K Results of operations34
- Dec 18, 20258-K Other events35
- Nov 20, 20258-K Executive or director change; Other events36
- Nov 19, 20258-K Shareholder vote; Regulation FD disclosure37
Calendar
Coming up
- Oct 29, 2026Reports results for the quarter ending Sep/202638
When it reported results
- Jul 28, 2026Reported quarterly or annual results27
- Apr 28, 2026Reported quarterly or annual results31
- Jan 28, 2026Reported quarterly or annual results34
- Oct 30, 2025Reported quarterly or annual results39
- Sep 12, 2025Reported quarterly or annual results40
- Jul 31, 2025Reported quarterly or annual results41
- Apr 30, 2025Reported quarterly or annual results42
- Jan 31, 2025Reported quarterly or annual results43
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
164 filings to the SEC since October 2021: 4 annual reports, 9 quarterly reports, 36 major events, 78 insider forms, 7 large holders, 30 other. The latest 20:
- Sep 25, 202610-K EDGAR
- Sep 17, 20268-K CURRENT REPORT FILING EDGAR
- Aug 17, 20264 EDGAR
- Jul 28, 20268-K EDGAR
- Jul 10, 20268-K CURRENT REPORT FILING EDGAR
- Jul 2, 202611-K EDGAR
- Jun 30, 2026NT 11-K EDGAR
- Jun 18, 20268-K EDGAR
- Jun 15, 20264 EDGAR
- May 21, 20268-K SR BANCORP, INC. FORM 8-K MAY 21, 2026 EDGAR
- May 15, 202610-Q EDGAR
- Apr 28, 20268-K EDGAR
- Apr 24, 20268-K SR BANCORP, INC. FORM 8-K APRIL 22, 2026 EDGAR
- Mar 27, 2026SCHEDULE 13G/A EDGAR
- Mar 20, 20264 EDGAR
- Mar 19, 20268-K SR BANCORP, INC. FORM 8-K MARCH 19, 2026 EDGAR
- Mar 6, 20264 EDGAR
- Mar 3, 20264 EDGAR
- Feb 24, 20264 EDGAR
- Feb 17, 2026SCHEDULE 13G EDGAR
The 164 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
51 open-market trades by officers, directors and large owners since October 2021: 51 buys and 0 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Mustard Robert KennethDirector | Buy | 250 | $20.21 | $5.1K | Form 4 |
| Jun 15, 2026 | Pribula Christopher JPresident and CEO | Buy | 500 | $18.99 | $9.5K | Form 4 |
| Mar 16, 2026 | Faqueri Harris MSVP and CFO | Buy | 3,000 | $16.40 | $49.2K | Form 4 |
| Mar 6, 2026 | Davey Mary EDirector | Buy | 320 | $16.31 | $5.2K | Form 4 |
| Mar 3, 2026 | Viotto Neil CEVP and COO | Buy | 1,000 | $16.83 | $16.8K | Form 4 |
| Feb 23, 2026 | Lupo ThomasDirector | Buy | 1,000 | $16.47 | $16.5K | Form 4 |
| Feb 2, 2026 | Mustard Robert KennethDirector | Buy | 250 | $17.05 | $4.3K | Form 4 |
| Dec 4, 2025 | Mustard Robert KennethDirector | Buy | 300 | $15.75 | $4.7K | Form 4 |
| Dec 2, 2025 | Taylor William PCEO | Buy | 1,000 | $15.47 | $15.5K | Form 4 |
| Dec 2, 2025 | Taylor William PCEO | Buy | 1,000 | $15.79 | $15.8K | Form 4 |
| Nov 28, 2025 | Mustard Robert KennethDirector | Buy | 200 | $15.38 | $3.1K | Form 4 |
| Nov 26, 2025 | Mustard Robert KennethDirector | Buy | 500 | $15.33 | $7.7K | Form 4 |
| Nov 24, 2025 | Pribula Christopher JPresident and CEO | Buy | 1,000 | $15.09 | $15.1K | Form 4 |
| Jun 5, 2025 | Pribula Christopher JPresident and CEO | Buy | 1,000 | $12.39 | $12.4K | Form 4 |
| Jun 3, 2025 | Lupo ThomasDirector | Buy | 2,000 | $12.73 | $25.5K | Form 4 |
| May 29, 2025 | Taylor William PCEO | Buy | 2,000 | $13.00 | $26.0K | Form 4 |
| May 19, 2025 | Orbach David MExecutive Chair | Buy | 7,500 | $13.19 | $98.9K | Form 4 |
| Mar 19, 2025 | Orbach David MExecutive Chair | Buy | 5,000 | $11.54 | $57.7K | Form 4 |
| Mar 18, 2025 | Orbach David MExecutive Chair | Buy | 5,000 | $11.62 | $58.1K | Form 4 |
| Mar 18, 2025 | Orbach David MExecutive Chair | Buy | 10,000 | $11.58 | $115.8K | Form 4 |
All 51 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- VANGUARD GROUP INCSCHEDULE 13G/A, 2 filings Jul 29, 2025 to Mar 27, 202644
- Somerset Regal Bank Employee Stock Ownership Plan TrustSCHEDULE 13G, 1 filing Feb 17, 202645
- BlackRockSCHEDULE 13G, 1 filing Oct 17, 202546
- Principal Financial GroupSC 13G, 1 filing Feb 12, 202447
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | William P. Taylor | $475.0K | $1.8M48 | |
| 2025 | Christopher J. Pribula | $407.5K | $1.7M48 | |
| 2025 | David M. Orbach | $382.5K | $1.5M48 | |
| 2024 | Chief Executive Officer of the Company and the Bank and Chairman of the Bank | $460.0K | $614.2K48 | |
| 2024 | President and Chief Operating Officer of the Company and the Bank | $400.0K | $516.4K48 | |
| 2024 | Executive Chairman of the Company and Executive Vice Chairman of the Bank | $295.7K | $382.5K48 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 75. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 497,081 | $9.8M | 0.0% | +38,128 |
| Vanguard Capital Management LLC | 298,855 | $5.9M | 0.0% | −68,101 |
| Saber Capital Managment, LLC | 208,552 | $4.1M | 3.0% | −24,447 |
| Renaissance Technologies LLC | 176,000 | $3.5M | 0.0% | −4,300 |
| Geode Capital Management, LLC | 170,842 | $3.4M | 0.0% | +8,397 |
| Mangrove Partners Im, LLC | 170,402 | $3.4M | 0.2% | No change |
| Dimensional Fund Advisors LP | 144,961 | $2.9M | 0.0% | +53,857 |
| State Street Corp | 81,842 | $1.6M | 0.0% | −1,444 |
| Northern Trust Corp | 54,301 | $1.1M | 0.0% | +3,951 |
| O'shaughnessy Asset Management, LLC | 50,412 | $992.1K | 0.0% | +26,656 |
| Two Sigma Investments, LP | 49,284 | $969.9K | 0.0% | +2,177 |
| Ancora Advisors LLC | 48,600 | $956.4K | 0.0% | +1,050 |
| Vanguard Portfolio Management LLC | 47,533 | $935.4K | 0.0% | +5,277 |
| Vanguard Fiduciary Trust Co | 47,218 | $929.2K | 0.0% | +395 |
| Marshall Wace, Llp | 44,465 | $875.1K | 0.0% | New |
| Ritholtz Wealth Management | 38,305 | $753.8K | 0.0% | +18,581 |
| Panagora Asset Management Inc | 35,385 | $696.4K | 0.0% | +2,005 |
| UBS Group AG | 34,567 | $680.3K | 0.0% | −4,081 |
| Strs Ohio | 32,700 | $643.5K | 0.0% | No change |
| Citadel Advisors LLC | 32,231 | $634.3K | 0.0% | +12,828 |
| Blair William & Co/il | 30,510 | $600.4K | 0.0% | +11 |
| Nuveen, LLC | 30,303 | $596.4K | 0.0% | +19,272 |
| Russell Investments Group, Ltd. | 25,766 | $506.5K | 0.0% | +1,064 |
| Squarepoint Ops LLC | 23,428 | $461.1K | 0.0% | −3,153 |
| Bank of New York Mellon Corp | 21,706 | $427.2K | 0.0% | −44 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How SR Bancorp, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARSR Bancorp, Inc.1
- CIK0001951276
- Employer ID (EIN)92-26017225
- Filer statusNon-accelerated filer an emerging growth company; a smaller reporting company; not a shell company5
- Incorporated inMaryland5
- Fiscal year endsJune 301
- Industry code (SIC)6036 Savings Institutions, Not Federally Chartered1
- SEC reviewing officeOffice of Finance, Division of Corporation Finance1
- Business address220 West Union Avenue, Bound Brook, NJ 088051
- Phone(732) 560-17001
- Shares outstanding7,931,396 shares as of Sep 21, 20265
- Public float$120.3M as of Dec 31, 20255
- AuditorBaker Tilly US, LLP, Iselin, NJ, USA PCAOB ID 23; no auditor attestation of internal control over financial reporting5
- On EDGAR sinceOct 28, 20221
- Filings164 in all: 4 (63), 8-K (35), 3 (13), 10-Q (9), 10-K (4), SCHEDULE 13G (4), 11-K (3), CORRESP (3)1
All 27 form types
S-1/A (3), 4/A (2), 424B3 (2), ARS (2), DEF 14A (2), EFFECT (2), NT 11-K (2), S-8 (2), SCHEDULE 13G/A (2), UPLOAD (2), 8-A12B (1), 8-K/A (1), CERT (1), DRS (1), NT 10-K (1), NT 10-Q (1), POS AM (1), S-1 (1), SC 13G (1)
- Latest filingsAnnual report (10-K) Sep 25, 2026
Quarterly report (10-Q) May 15, 2026
Proxy statement (DEF 14A) Oct 20, 2025
Latest 8-K (8-K) Sep 17, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, par value $0.01 per share | SRBK | Nasdaq |
From the cover page of the 10-K filed Sep 25, 2026 (Section 12(b) of the Exchange Act).5
Risk factors and legal proceedings
The risks SR Bancorp, Inc. names in Item 1A of its 10-K filed Sep 25, 2026: 34 risks under these headings, as written.5
- Risks Related to Economic Conditions
- A worsening of economic conditions in our market area could reduce demand for our products and services and/or result in increases in our level of non-performing loans, which could adversely affect our operations, financial condition and earnings.
- Inflation can have an adverse impact on our business and on our customers.
- Changes to trade policies and tariffs can have an adverse impact on our business and our customers.
- A recession could result in increases in our level of non-performing loans and/or reduce demand for our products and services, which would lead to lower revenue, higher credit losses and lower earnings.
- Risks Related to Interest Rates
- Changes in interest rates or the shape of the yield curve may adversely affect our profitability and financial condition.
- Risks Related to Strategy and Growth
- Our business strategy includes moderate growth, and our financial condition and results of operations could be negatively affected if we fail to grow or fail to manage our growth effectively.
- New lines of business or new products and services may subject us to additional risks.
- A significant portion of our loans are secured by real estate, which could negatively impact our profitability upon a downturn in the local real estate market.
- Our reliance on third parties to originate certain loans may negatively impact our financial results if such relationships are discontinued.
The other 25 risks
- Because we intend to increase our multi-family and commercial real estate and commercial loan originations, our lending risk will increase.
- If our allowance for credit losses is not sufficient to cover actual credit losses, our earnings and capital could decrease.
- Risks Related to Our Funding
- Our inability to generate core deposits may cause us to rely more heavily on wholesale funding strategies for funding and liquidity needs, which could have an adverse effect on our net interest margin and profitability.
- Risks Related to Competition
- Strong competition within our market area may limit our growth and profitability.
- Risks Related to Operations and Security
- We face significant operational risks because the nature of the financial services business involves a high volume of transactions.
- Cyber-attacks or other security breaches could adversely affect our operations, net income or reputation.
- Risks associated with system failures, interruptions, or breaches of security could negatively affect our earnings.
- Our success depends on retaining certain key personnel.
- Our reliance on and integration of artificial intelligence (“AI”) technologies expose us to various risks, including operational, data, regulatory, and reputational risks, which could materially affect our business and financial results.
- We may be subject to risks and losses resulting from fraudulent activities that could adversely impact our financial performance and results of operations.
- The cost of additional finance and accounting systems, procedures and controls to satisfy our new public company reporting requirements will increase our expenses.
- We are a community bank and our ability to maintain our reputation is critical to the success of our business and the failure to do so may materially adversely affect our performance.
- Our risk management framework may not be effective in mitigating risk and reducing the potential for significant losses.
- While our Board of Directors takes an active role in cybersecurity risk tolerance, we rely to a large degree on management and outside consultants in overseeing cybersecurity risk management.
- Natural disasters, acts of terrorism, global market disruptions and other external events could harm our business.
- Risks Related to Regulatory Matters
- Changes in laws and regulations and the cost of regulatory compliance with new laws and regulations may adversely affect our operations and/or increase our costs of operations.
- Non-compliance with the USA PATRIOT Act, Bank Secrecy Act, or other laws and regulations could result in fines or sanctions.
- Monetary policies and regulations of the Federal Reserve could adversely affect our business, financial condition and results of operations.
- We are an emerging growth company, and any decision on our part to comply only with certain reduced reporting and disclosure requirements applicable to emerging growth companies could make our common stock less attractive to investors.
- We are also a smaller reporting company, and even if we no longer qualify as an emerging growth company, any decision on our part to comply only with certain reduced reporting and disclosure requirements applicable to smaller reporting companies could make our common stock less attractive to investors.
- Risks Related to Accounting Matters
- Changes in accounting standards could affect reported earnings.
- Changes in management’s estimates and assumptions may have a material impact on our consolidated financial statements and our financial condition or operating results.
- Risks Related to Our Common Stock
- Our return on equity remains low following the stock offering, which could negatively affect our stock price.
- Various factors may make takeover attempts more difficult to achieve.
- Risks Related to the Somerset Regal Charitable Foundation
- Our contribution to the charitable foundation may not be tax deductible, which could reduce our profits.
Legal proceedings
Periodically, there have been various claims and lawsuits against us, such as claims to enforce liens, condemnation proceedings on properties in which we hold security interests, claims involving the making and servicing of real property loans and other issues incident to our business. We are not a party to any pending legal proceedings that we believe would have a material adverse effect on our financial condition, results of operations or cash flows.
The opening of Item 3, Legal Proceedings.5
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2Yahoo FinanceSRBK quote
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- 13SEC EDGARDavid M. Orbach, Chair
- 14SEC EDGARChristopher J. Pribula, President
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- 17SEC EDGARNeil C. Viotto, SVP-Mortgage Lending
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- 19SEC EDGARRobert Kenneth Mustard, Board member
- 20SEC EDGARDouglas M. Sonier, Board member
- 21SEC EDGARJames R. Silkensen, Board member
- 22SEC EDGARJohn W. Mooney, Board member
- 23SEC EDGARMarc Lebovitz, Board member
- 24SEC EDGARMary E. Davey, Board member
- 25SEC EDGARThomas Lupo, Board member
- 26SEC EDGAROther events
- 27SEC EDGARResults of operations
- 28SEC EDGAROther events
- 29SEC EDGAROther events
- 30SEC EDGAROther events
- 31SEC EDGARResults of operations
- 32SEC EDGARExecutive or director change
- 33SEC EDGAROther events
- 34SEC EDGARResults of operations
- 35SEC EDGAROther events
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- 38NasdaqNasdaq calendar
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