SR Bancorp ESOP reports 9% ownership stake

Accepted by SEC EDGAR 02/17/2026 - 09:02 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of SRBK does the ESOP trust report owning?

The ESOP trust reports beneficial ownership of 9.0% of SR Bancorp’s common stock. This equals 757,137.71 shares as of December 31, 2025, making the plan a significant institutional holder under Schedule 13G reporting thresholds.

How many SRBK shares does the Somerset Regal Bank ESOP trust control?

The ESOP trust reports beneficial ownership of 757,137.71 SR Bancorp common shares. It has sole voting power over 646,538.90 shares, shared voting power over 110,598.81 shares, and sole dispositive power over the full 757,137.71-share position reported in the filing.

Who is the reporting person in this SRBK Schedule 13G filing?

The reporting person is the Somerset Regal Bank Employee Stock Ownership Plan Trust. Delaware Charter Guarantee & Trust Company, doing business as Principal Trust Company, serves as trustee and signs the filing through Vice President Operations Jared Gillespie on behalf of the trust.

What type of securities does the ESOP trust hold in SR Bancorp (SRBK)?

The ESOP trust holds SR Bancorp, Inc. common stock with a par value of $0.01 per share. The securities are identified by CUSIP 85227J106, and the reported ownership stake is classified under Schedule 13G as passive, not for changing control.

Does the SRBK ESOP trust seek to influence control of the company?

The filing states the securities were acquired and are held in the ordinary course of business. It explicitly certifies they are not held for the purpose or effect of changing or influencing control of SR Bancorp, consistent with a passive Schedule 13G filing.

What is the event date for the SRBK Schedule 13G ownership report?

The date of the event requiring the Schedule 13G filing is December 31, 2025. Ownership details, including the 757,137.71 shares and 9.0% beneficial stake, are reported as of this date in the beneficial ownership and voting power breakdown.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

SR BANCORP, INC.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

85227J106

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 85227J106

1

Names of Reporting Persons

Somerset Regal Bank Employee Stock Ownership Plan Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW JERSEY

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 646,538.90
6	Shared Voting Power 110,598.81
7	Sole Dispositive Power 757,137.71
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

757,137.71

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9 %

12

Type of Reporting Person (See Instructions)

EP

SCHEDULE 13G

Item 1.
(a)	Name of issuer: SR BANCORP, INC.
(b)	Address of issuer's principal executive offices: 220 West Union Avenue, Bound Brook, New Jersey, 08805
Item 2.
(a)	Name of person filing: Somerset Regal Bank Employee Stock Ownership Plan Trust Trustee: Delaware Charter Guarantee & Trust Company dba Principal Trust Company
(b)	Address or principal business office or, if none, residence: 1013 Centre Road, Suite 300 Wilmington, Delaware 19805
(c)	Citizenship: New Jersey
(d)	Title of class of securities: Common Stock, par value $0.01 per share
(e)	CUSIP No.: 85227J106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 757,137.71
(b)	Percent of class: 9.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 646,538.90
	(ii) Shared power to vote or to direct the vote: 110,598.81
	(iii) Sole power to dispose or to direct the disposition of: 757,137.71
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Somerset Regal Bank Employee Stock Ownership Plan Trust

Signature:	/s/ Jared Gillespie
Name/Title:	Jared Gillespie, Vice President Operations, Delaware Charter Guarantee & Trust Company dba Principal Trust Company, Trustee
Date:	02/13/2026