SR Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:SRBK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Mar 25	BuyUS$115,757	David Orbach	Individual	10,000	US$11.64
17 Mar 25	BuyUS$5,533	Mary Davey	Individual	475	US$11.65
12 Mar 25	BuyUS$23,206	Thomas Lupo	Individual	2,000	US$11.60
12 Mar 25	BuyUS$23,022	William Taylor	Individual	2,000	US$11.53
07 Mar 25	BuyUS$11,629	Christopher Pribula	Individual	1,000	US$11.63
10 Feb 25	BuyUS$18,712	William Taylor	Individual	1,500	US$12.48
18 Dec 24	BuyUS$12,340	James Castelletti	Individual	1,000	US$12.34
09 Dec 24	BuyUS$117,467	David Orbach	Individual	10,000	US$11.75
18 Sep 24	BuyUS$52,885	Thomas Lupo	Individual	5,000	US$10.58
18 Sep 24	BuyUS$105,350	Marc Lebovitz	Individual	9,800	US$10.75
17 Sep 24	BuyUS$10,427	David Orbach	Individual	1,000	US$10.44
13 Sep 24	BuyUS$103,506	Marc Lebovitz	Individual	10,200	US$10.15
28 Aug 24	BuyUS$39,551	William Taylor	Individual	4,000	US$9.89
22 Aug 24	BuyUS$24,499	Thomas Lupo	Individual	2,500	US$9.80
02 Aug 24	BuyUS$111,335	David Orbach	Individual	11,500	US$9.70
18 Jun 24	BuyUS$9,296	Christopher Pribula	Individual	1,000	US$9.30
17 Jun 24	BuyUS$182,990	David Orbach	Individual	20,000	US$9.30
17 Jun 24	BuyUS$23,440	William Taylor	Individual	2,500	US$9.38
21 May 24	BuyUS$9,200	Christopher Pribula	Individual	1,000	US$9.20
17 May 24	BuyUS$45,981	William Taylor	Individual	5,000	US$9.23
17 May 24	BuyUS$4,223	Mary Davey	Individual	460	US$9.18

Insider Trading Volume

Insider Buying: SRBK insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SRBK?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	630,050	7.24%
Institutions	3,133,005	36%
General Public	4,943,741	56.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 42.48% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.73%	Somerset Regal Bank Employee Stock Ownership Plan	847,568	US$11.0m	0%	no data
7.35%	AllianceBernstein L.P.	640,014	US$8.3m	-4.05%	no data
5.22%	The Vanguard Group, Inc.	454,826	US$5.9m	1.59%	no data
3.26%	Mink Brook Asset Management LLC	284,141	US$3.7m	0%	3.82%
2.25%	David Orbach	196,039	US$2.6m	33.9%	no data
1.89%	Mangrove Partners IM, LLC	164,818	US$2.1m	-1.56%	0.27%
1.87%	Renaissance Technologies LLC	163,000	US$2.1m	-4.51%	no data
1.76%	BlackRock, Inc.	153,066	US$2.0m	3.17%	no data
1.16%	William Taylor	101,311	US$1.3m	106%	no data
1.07%	Geode Capital Management, LLC	93,230	US$1.2m	-0.15%	no data
0.84%	Christopher Pribula	72,930	US$950.3k	142%	no data
0.78%	Acadian Asset Management LLC	68,294	US$889.9k	162%	no data
0.68%	Fourthstone LLC	59,284	US$772.5k	-12.6%	0.11%
0.57%	Marc Lebovitz	49,515	US$645.2k	62.3%	no data
0.51%	Douglas Sonier	44,015	US$573.5k	76.1%	no data
0.47%	Thomas Lupo	41,015	US$534.4k	5.13%	no data
0.47%	Arcus Capital Partners, LLC	40,488	US$527.6k	63.5%	0.21%
0.46%	Stilwell Value LLC	40,000	US$521.2k	0%	0.39%
0.36%	SeaCrest Wealth Management, LLC	31,491	US$410.3k	-16%	0.05%
0.35%	Citadel Advisors LLC	30,204	US$393.6k	69.9%	no data
0.33%	John Mooney	29,015	US$378.1k	190%	no data
0.33%	Mary Davey	28,650	US$373.3k	1.69%	no data
0.3%	Harris Faqueri	26,045	US$339.4k	160%	no data
0.24%	Neil Viotto	21,007	US$273.7k	102%	no data
0.21%	Northern Trust Global Investments	18,592	US$242.2k	34.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/07 23:32
End of Day Share Price	2025/05/07 00:00
Earnings	2025/03/31
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SR Bancorp, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.