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.
This page provides access to SEC filings for SR Bancorp, Inc. (NASDAQ: SRBK), the Maryland-incorporated holding company for Somerset Regal Bank, a New Jersey commercial bank headquartered in Bound Brook, New Jersey. Through these filings, investors can review the company’s regulatory disclosures about its commercial banking operations, financial condition, governance and capital management.
SR Bancorp’s core periodic reports, including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, contain audited and interim financial statements, management’s discussion and analysis, risk factor discussions and details on loan and deposit portfolios, securities holdings, borrowings and capital. The definitive proxy statement (DEF 14A) describes the annual meeting of stockholders, director elections, voting procedures, the role of the ESOP and 401(k) Plan, and limitations on voting rights for holders above specified ownership thresholds.
Current reports on Form 8-K document specific material events. For SR Bancorp, these include announcements of quarterly and annual financial results, declarations of cash quarterly dividends of $0.05 per share, adoption of stock repurchase programs, management changes such as the retirement of the Chief Executive Officer and appointments of new executives, and the results of annual stockholder meetings. Some 8-K filings also furnish investor presentations or restated earnings releases when prior information has been corrected.
For those tracking capital actions and governance, the filings show how SR Bancorp completed the mutual-to-stock conversion of Somerset Savings Bank, SLA and the related stock offering, and then completed the merger with Regal Bancorp and the combination of Regal Bank into Somerset Bank, which was renamed Somerset Regal Bank. The filings also describe the establishment of the Somerset Regal Charitable Foundation in connection with the conversion.
On Stock Titan, these SRBK filings are updated as they become available from EDGAR. AI-powered summaries highlight key points from lengthy documents, helping readers quickly identify items such as dividend declarations, stock repurchase authorizations, changes in executive roles, voting outcomes at the annual meeting and significant shifts in earnings, credit loss provisions or balance sheet composition.
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.
SR Bancorp, Inc. reported that its Board of Directors declared a regular cash quarterly dividend of $0.05 per share. The dividend will be paid on October 15, 2025 to stockholders who are on the company’s books as of the record date of September 30, 2025. This action provides shareholders with a direct cash return based on their shareholdings and reflects the company’s current capital and dividend policy.
SR Bancorp, Inc. filed an amended current report to furnish a corrected earnings press release. On September 12, 2025, the holding company for Somerset Regal Bank issued a restated release covering its financial results for the quarter and year ended June 30, 2025, replacing a prior release dated July 31, 2025. The updated earnings release is attached as Exhibit 99.1 and is furnished rather than filed, meaning it is not incorporated into Securities Act filings by reference.
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.