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 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.
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.