SR Bancorp Inc SEC Filings

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.

AllianceBernstein L.P. reports beneficial ownership of 337,095 shares of SR Bancorp common stock, representing approximately 3.7% of the outstanding class. The firm states these shares are held solely with voting and dispositive power and were acquired for investment purposes on behalf of client discretionary advisory accounts.

The filing notes AllianceBernstein is majority owned by Equitable Holdings but operates under independent management and reports ownership separately. This disclosure is a routine institutional ownership update and does not indicate a group affiliation or an intent to influence control.

SR Bancorp, Inc. (NASDAQ: SRBK) filed a Form 8-K to announce that its Board of Directors declared a quarterly cash dividend of $0.05 per share on June 18, 2025. The dividend will be paid on July 15, 2025 to shareholders of record as of June 30, 2025. The filing is limited to Item 8.01 (Other Events); Items 9.01(a)–(c) state “Not applicable,” indicating no accompanying financial statements, pro-forma data, or shell-company transactions. Exhibit 99.1 contains the related press release, while Exhibit 104 provides the cover-page Inline XBRL. Overall, the disclosure simply confirms the company’s continued cash-return policy without revealing additional operational or financial details.