SR Bancorp Inc SEC Filings

SR Bancorp, Inc. (SRBK)1,000 shares of common stock in an open market transaction at a price of $15.0899 per share, increasing direct beneficial ownership to 49,933 shares, which includes restricted stock that vests 20% per year starting January 29, 2026.

In addition to directly held shares, the reporting person has indirect ownership through various accounts, including 20,924 shares by a 401(k), 1,000 shares by a spouse, 250 shares each held by a son and daughter, and 3,039 shares held through an ESOP. The filing also discloses stock options for 99,833 shares at an exercise price of $12.5, which vest 20% per year beginning January 29, 2026 and are exercisable through January 29, 2035.

SR Bancorp, Inc. (SRBK) announced an upcoming leadership transition. On November 19, 2025, William P. Taylor notified the company that he will retire as Chief Executive Officer of SR Bancorp and its wholly owned subsidiary Somerset Regal Bank, effective January 1, 2026. He will continue to serve as a director of SR Bancorp and as Executive Chairman of Somerset Regal Bank, and his decision is stated as not related to any disagreement over operations, policies or practices.

Effective January 1, 2026, Christopher J. Pribula will become President and Chief Executive Officer of both SR Bancorp and Somerset Regal Bank. Pribula, age 61, has been President and Chief Operating Officer of the bank since 2019 and also serves as President and Chief Operating Officer of SR Bancorp. On the same date, Neil Viotto, age 56, will be promoted to Executive Vice President and Chief Operating Officer of the company and the bank, building on his senior lending and origination experience. The bank plans to enter into new or amended employment agreements with Taylor, Pribula and Viotto to reflect these changes.

SR Bancorp, Inc. (SRBK) filed an initial ownership report on Form 3 for a director as of 11/19/2025. The filing shows that the reporting person beneficially owns 0 shares of SRBK common stock in direct ownership at the time of the event. No derivative securities such as options or warrants are reported as beneficially owned.

SR Bancorp, Inc. held its 2025 Annual Meeting of Stockholders on November 19, 2025. Stockholders elected four directors: Robert Mustard received 4,596,661 votes for and 290,328 withheld, with 2,230,197 broker non-votes. Marc LebovitzDouglas M. Sonier received 3,963,150 votes for and 923,839 withheld, and William P. Taylor received 4,651,483 votes for and 235,506 withheld, each with 2,230,197 broker non-votes.

Stockholders also approved another proposal with 6,975,091 votes for, 90,382 against and 51,713 abstentions. The company furnished the slide presentation used at the meeting as Exhibit 99.1 under a Form 8-K, noting that this information is provided under Item 7.01 and is not deemed filed for liability purposes.

SR Bancorp, Inc. (SRBK) furnished quarterly results. The holding company for Somerset Regal Bank reported financial results for the quarter ended September 30, 2025 and furnished the press release as Exhibit 99.1 under Item 2.02.

The Exhibit 99.1 earnings release is provided for informational purposes and is not deemed “filed” under Section 18 of the Exchange Act. SRBK’s common stock trades on The Nasdaq Stock Market LLC under the ticker SRBK.

SR Bancorp, Inc. (SRBK) announced details for its 2025 annual meeting. Stockholders will meet at the Bridgewater Marriott, 700 Commons Way, Bridgewater, New Jersey on November 19, 2025 at 2:00 p.m. local time to vote on two items.

Stockholders will elect one director for a one-year term and three directors for three-year terms. Nominees are Robert Mustard (one-year), and Marc Lebovitz, Douglas M. Sonier, and William P. Taylor (three-year terms). The board also seeks ratification of Baker Tilly US, LLP as independent auditor for the year ending June 30, 2026.

The record date is September 22, 2025, with 8,707,164 shares outstanding, each entitled to one vote. Broker non-votes will not count in director elections but may be voted at broker discretion on auditor ratification. The board reports a majority of independent directors and standard committee structures; 2025 audit fees to Baker Tilly were $324,000 plus $60,167 in audit-related fees.

SR Bancorp, Inc. (SRBK) completed a merger on September 19, 2023 and recorded acquisition accounting under ASC 805. Upon completion of a conversion and offering, 9,507,930 shares of common stock were outstanding. The company finalized purchase accounting adjustments by June 30, 2024, reducing goodwill slightly from $20.5 million to $20.4 million and recording a core deposit intangible of $9.1 million.

The filing describes the firm as a single operating segment with the CEO as the chief operating decision maker using consolidated net income to assess performance. Key policy notes include measurement of net interest-earning assets and net interest margin, fair-value adjustments to loans and time deposits related to the acquisition, lease terms of five to ten years (excluding short-term leases), and standard disclosures on investment securities, deposits, borrowings, benefit plans, income taxes, and regulatory capital. As of June 30, 2025, the company reported 8,875,170 and 9,507,930 shares issued and outstanding (two figures appear in the text), and 266,286 shares available for future equity grants.