Welcome to our dedicated page for SR Bancorp SEC filings (Ticker: SRBK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SR Bancorp, Inc. filings document material events for the holding company of Somerset Regal Bank, including Form 8-K reports on operating results, quarterly dividend declarations, and financial-condition disclosures. The filings also identify SRBK common stock as a Nasdaq-listed security and record the company’s public-company reporting framework.
Governance filings cover executive officer transitions, amended employment agreements, compensatory arrangements, annual meeting voting results, director elections, auditor ratification, and Regulation FD presentation materials. These records connect the bank holding company’s capital actions, leadership structure, and shareholder governance to its formal SEC disclosure record.
SR Bancorp, Inc. authorized its third stock repurchase program, allowing the company to buy back up to 10% of its outstanding common shares, or 801,320 shares. Repurchases will begin after the current second program, which has 22,176 shares remaining, is completed.
Shares may be repurchased in open market or private transactions, including block trades and potential Rule 10b5-1 trading plans, and open market purchases will follow SEC Rule 10b-18. The company is not required to repurchase a specific number of shares or to do so within any set timeframe.
As of March 31, 2026, Somerset Regal Bank, SR Bancorp’s banking subsidiary, reported $1.14 billion in total assets, $859.1 million in net loans, $897.6 million in deposits and total equity of $181.3 million, providing context for the scale of the repurchase authorization.
SR Bancorp, Inc. reported results for the three and nine months ended March 31, 2026, showing steady balance sheet growth and continued profitability. Total assets reached $1.14 billion, up from $1.08 billion at June 30, 2025, driven mainly by net loans increasing to $859.1 million.
For the quarter, net income was $886,000 with basic and diluted earnings per share of $0.12. Net interest income was $7.8 million as interest income rose faster than funding costs. Nine‑month net income was $2.4 million, or $0.32 basic and $0.31 diluted earnings per share.
Deposits totaled $894.3 million, including $484.1 million in demand accounts. Uninsured deposits were $164.6 million. Asset quality remained strong, with no non‑accrual or collateral‑dependent loans and no charge‑offs, while the allowance for credit losses stood at $5.7 million on $862.3 million of loans. Capital levels were robust, with a Tier 1 leverage ratio of 14.26%, well above the 9.0% threshold under the community bank leverage framework.
SR Bancorp, Inc., holding company for Somerset Regal Bank, reported stronger quarterly results but softer year-to-date performance. For the three months ended March 31, 2026, net income rose to $886,000, or $0.12 per share, up from $537,000, or $0.06, a year earlier. On an adjusted basis excluding acquisition-related accretion, quarterly net income was $784,000 versus $124,000 a year ago.
For the nine months ended March 31, 2026, net income declined to $2.4 million from $2.9 million, as prior-year results were boosted by higher accretion income from the Regal Bancorp acquisition. Net interest income grew to $7.8 million for the quarter and $23.2 million year‑to‑date, with net interest margin improving to 3.00% for the quarter.
Total assets reached $1.14 billion at March 31, 2026, with net loans of $859.1 million and deposits of $894.3 million. Credit quality remained very strong, with no non‑performing loans and an allowance for credit losses of 0.66% of total loans. The company also repurchased 761,229 shares of common stock for $12.0 million, contributing to a decrease in equity to $184.5 million and a tangible book value per share of $19.46.
SR Bancorp, Inc. reported that its subsidiary Somerset Regal Bank entered into amended and restated employment agreements with executives William Taylor, Christopher Pribula and David Orbach. The updates primarily align contract terms with recent title changes and define salary, bonus opportunities, severance and restrictive covenants.
Mr. Taylor’s agreement has a one-year term, while Messrs. Pribula and Orbach have three‑year terms that automatically extend annually. Base salaries are set at $260,000 for Mr. Taylor, $490,000 for Mr. Pribula and $410,000 for Mr. Orbach, with target cash bonus opportunities of at least 25%, 23% and 20% of base salary, respectively.
If employment ends without cause or for defined “good reason,” executives receive severance based on remaining contract value or two times salary plus average bonus, and up to 18 months of COBRA reimbursement. If such a termination follows a change in control, severance increases to three times salary plus average incentive bonus and a lump sum equal to 36 months of health care costs, subject to tax cutback rules under Sections 280G and 4999 of the Internal Revenue Code.
SR Bancorp Inc ownership filing shows The Vanguard Group reports 0 shares beneficially owned, representing 0% of the Common Stock. The filing states an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately in reliance on SEC Release No. 34-39538.
The report is an amendment identifying the filer and confirming that Vanguard and its managed accounts have the right to receive dividends or proceeds for reported securities and that no single other person holds more than 5% of the class. The filing is signed by Ashley Grim on 03/27/2026.
SR Bancorp, Inc. senior vice president and CFO Harris M. Faqueri reported an open-market purchase of 3,000 shares of common stock at $16.40 per share through an IRA. After this buy, the IRA held 13,000 shares indirectly.
Separately, Faqueri holds 15,213 shares of common stock directly, including restricted stock that vests 20% per year starting January 29, 2026, and 2,865 shares through an ESOP. He also has stock options tied to 38,032 underlying shares at a $12.50 exercise price, vesting 20% per year from January 29, 2026 and expiring in 2035.
SR Bancorp, Inc., the holding company for Somerset Regal Bank, announced that its board has declared a quarterly cash dividend of $0.05 per share. The dividend will be paid on April 15, 2026 to stockholders of record as of March 31, 2026.
Management stated the company is in a strong financial position to support this payout. As of December 31, 2025, Somerset Regal Bank reported $1.14 billion in total assets, $835.4 million in net loans, $891.5 million in deposits and total equity of $188.5 million.
SR Bancorp, Inc. director Mary E. Davey bought additional shares of the company. On March 6, 2026, she made an open-market purchase of 320 shares of common stock at an average price of $16.305 per share, bringing her directly owned common stock holdings to 28,970 shares.
The filing also notes stock options covering 47,539 shares held directly, and that both restricted stock and options vest at a rate of 20% per year commencing on November 21, 2025.
SR Bancorp, Inc. executive vice president and COO Neil C. Viotto, through an IRA, bought 1,000 shares of common stock in three open-market purchases on March 3, 2026 at prices between $16.67 and $17.0396 per share, raising IRA holdings to 11,400 shares. He also reports 18,134 common shares held directly, additional indirect holdings through a 401(k) and ESOP, and 23,770 stock options and restricted stock that vest 20% per year starting on January 29, 2026 and December 17, 2026.
SR Bancorp, Inc. director Thomas Lupo reported an open-market purchase of 1,000 shares of Common Stock on February 23, 2026 at an average price of $16.4657 per share. After this trade, his directly held Common Stock position increased to 44,015 shares, which includes restricted stock that vests 20% per year starting November 21, 2025.
He also reported holdings of 47,539 stock options, which vest at 20% per year commencing on November 21, 2025.