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. received a Schedule 13G reporting that the Somerset Regal Bank Employee Stock Ownership Plan Trust, with Delaware Charter Guarantee & Trust Company as trustee, beneficially owns 757,137.71 shares of common stock, or 9.0% of the class as of 12/31/2025.
The trust has sole voting power over 646,538.90 shares and shared voting power over 110,598.81 shares, with sole dispositive power over all 757,137.71 shares. The filer certifies the holdings are in the ordinary course of business and not for influencing control of SR Bancorp.
SR Bancorp, Inc. reported lower profitability for the quarter while growing its balance sheet. For the three months ended December 31, 2025, net income was $834,000 versus $1.0 million a year earlier, with basic earnings per share of $0.11 compared with $0.12. For the six-month period, net income was $1.5 million versus $2.4 million and earnings per share were $0.20 versus $0.27.
Total assets increased to $1.14 billion from $1.08 billion at June 30, 2025, driven largely by loan growth to $835.4 million and higher cash and interest-bearing deposits. Deposits rose to $891.5 million and borrowings to $50.0 million. Credit quality remained strong, with only one $176,000 commercial and industrial loan on non-accrual at December 31, 2025 that was fully repaid in January 2026 and no charge-offs reported.
The allowance for credit losses stood at $5.6 million, and the bank’s Tier 1 leverage ratio was a robust 14.85%, keeping it in the "well capitalized" category. Stock repurchases and dividends reduced stockholders’ equity to $188.5 million, while share-based compensation and ESOP activity continued under the 2024 equity plan.
SR Bancorp, Inc. director Robert Kenneth Mustard increased his stake in the company. On February 2, 2026, he purchased 250 shares of SR Bancorp common stock in an open-market transaction at $17.05 per share. After this trade, he directly owns 1,250 shares of common stock.
SR Bancorp, Inc. executive James Castelletti reported a stock transaction and updated holdings. On January 29, 2026, he disposed of 770 shares of common stock at $16.64 per share, leaving 9,738 shares of common stock held directly, including restricted stock that vests 20% per year starting January 29, 2026.
He also reports 883 shares of common stock held indirectly through an ESOP and 23,770 stock options with a $12.5 exercise price, which vest 20% per year beginning January 29, 2026 and expire on January 29, 2035.
SR Bancorp, Inc. executive Neil C. Viotto, EVP and COO, reported a disposition of 882 shares of common stock on January 29, 2026 at $16.64 per share. After this transaction, he directly holds 18,134 common shares, including restricted stock that vests 20% per year starting January 29, 2026 and December 17, 2026.
Viotto also reports indirect ownership of 10,400 common shares through an IRA, 605 shares through a 401(k), and 1,844 shares through an ESOP. In addition, he holds stock options for 23,770 shares at $12.50 and 23,770 shares at $16.55, each vesting 20% annually from January 29, 2026 and December 17, 2026, respectively, and expiring in 2035.
SR Bancorp’s Executive Chair, David M. Orbach, exercised stock options into common shares. On January 30, 2026, he exercised 19,016 stock options at $12.50 per share, receiving 19,016 shares of SR Bancorp common stock.
Following this transaction, Orbach directly beneficially owned 213,949 shares of common stock. He also indirectly held 7,500 shares through his children and 3,048 shares through an ESOP. The filing also notes option and restricted stock awards that vest 20% per year beginning on January 29, 2026 and December 17, 2026.
SR Bancorp, Inc., the holding company for Somerset Regal Bank, filed a current report to note that it has issued a press release with its financial results for the quarter ended December 31, 2025. The press release, dated January 28, 2026, is attached as Exhibit 99.1.
The company specifies that this earnings release is furnished under the securities laws and is not deemed filed or incorporated by reference into other securities offerings. No detailed financial figures are included in this report; those appear in the attached press release.
SR Bancorp, Inc. declared a cash quarterly dividend of $0.05 per share. This dividend will be paid on January 15, 2026 to stockholders who are on record as of December 31, 2025. The announcement underscores the company’s practice of returning cash to shareholders through regular quarterly dividends.
SR Bancorp, Inc. (SRBK) reported an insider stock purchase by its President and COO, who is also a director. On 11/24/2025, the reporting person bought 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.