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. 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.
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.