Company Analysis

SR Bancorp, Inc. (SRBK)

Nasdaq: SRBK · Savings Institutions, Not Federally Chartered · Bound Brook, NJ · filing with the SEC since 2022
Grade4.5
◀ Past 4.7● Present 4.2▶ Future 4.7
3 est.

Who owns SR Bancorp, Inc.

As filed with the SEC
Holders of 5% or more
2
Somerset Regal Bank Employee Stock Ownership Plan Trust holds 9% of Common Stock, par value $0.01 per share, as its SCHEDULE 13G filed Feb 17, 2026 says.
Directors and officers
9
report now, of 13 people on the record since 2023. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Somerset Regal Bank Employee Stock Ownership Plan Trust
SCHEDULE 13G · filed Feb 17, 2026 · Common Stock, par value $0.01 per share
9%
Blackrock, Inc.
5.3%
AllianceBernstein L.P.
SCHEDULE 13G/A · filed Aug 13, 2025 · Common Stock · reported falling below 5%, from 7% in Nov 15, 2024
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.65% in Jul 29, 2025
under 5%
What SRBK reports owning in othersstakes of 5% or more, and other ties

4 subsidiaries in 1 country, from the list filed with the 10-K filed Oct 16, 2024.

Insider tradesForm 4
0sales
17purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
23242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 13 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Mustard Robert Kennethdirector0$005$0
Taylor William PCEO0$004$0
Viotto Neil CEVP and COO0$003$0
Pribula Christopher JPresident and CEO0$002$0
Faqueri Harris MSVP and CFO0$001$0
Davey Mary Edirector0$001$0
Lupo Thomasdirector0$001$0
SI Assistanton SRBK · research, not advice