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
04 Dec 25	BuyUS$4,725	Robert Mustard	Individual	300	US$15.75
02 Dec 25	BuyUS$15,475	William Taylor	Individual	1,000	US$15.48
28 Nov 25	BuyUS$3,076	Robert Mustard	Individual	200	US$15.38
26 Nov 25	BuyUS$7,663	Robert Mustard	Individual	500	US$15.33
24 Nov 25	BuyUS$15,090	Christopher Pribula	Individual	1,000	US$15.09
05 Jun 25	BuyUS$12,394	Christopher Pribula	Individual	1,000	US$12.39
03 Jun 25	BuyUS$25,455	Thomas Lupo	Individual	2,000	US$12.73
29 May 25	BuyUS$25,998	William Taylor	Individual	2,000	US$13.00
19 May 25	BuyUS$98,935	David Orbach	Individual	7,500	US$13.20
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

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	665,814	8.31%
Institutions	3,231,257	40.3%
General Public	4,114,235	51.4%

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

Top Shareholders

Top 25 shareholders own 44.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.5%	Somerset Regal Bank Employee Stock Ownership Plan	842,738	US$13.3m	-0.57%	no data
5.92%	The Vanguard Group, Inc.	473,932	US$7.5m	-6.9%	no data
5.78%	BlackRock, Inc.	463,101	US$7.3m	3.5%	no data
2.68%	Renaissance Technologies LLC	214,500	US$3.4m	5.1%	no data
2.56%	David Orbach	205,472	US$3.2m	0.94%	no data
2.23%	Geode Capital Management, LLC	178,577	US$2.8m	-4.51%	no data
2.16%	Mangrove Partners IM, LLC	173,310	US$2.7m	5.15%	0.21%
1.8%	AllianceBernstein L.P.	144,577	US$2.3m	-57.1%	no data
1.32%	William Taylor	105,641	US$1.7m	1.22%	no data
1.01%	Christopher Pribula	81,123	US$1.3m	9.21%	no data
1.01%	State Street Global Advisors, Inc.	80,781	US$1.3m	23.6%	no data
0.98%	Acadian Asset Management LLC	78,573	US$1.2m	157%	no data
0.74%	Northern Trust Global Investments	59,289	US$933.2k	-6.37%	no data
0.62%	Dimensional Fund Advisors LP	49,708	US$782.4k	-10.2%	no data
0.62%	Marc Lebovitz	49,515	US$779.4k	0%	no data
0.55%	Douglas Sonier	44,015	US$692.8k	0%	no data
0.54%	Thomas Lupo	43,015	US$677.1k	0%	no data
0.5%	Covalent Partners LLC	40,260	US$633.7k	0%	5.0%
0.5%	Stilwell Value LLC	40,000	US$629.6k	0%	0.51%
0.48%	Arcus Capital Partners, LLC	38,488	US$605.8k	0%	0.27%
0.44%	STRS Ohio	35,400	US$557.2k	-4.84%	no data
0.4%	Neil Viotto	31,815	US$500.8k	51.5%	no data
0.39%	Pekin Hardy Strauss, Inc.	31,000	US$487.9k	6.9%	0.05%
0.36%	John Mooney	29,015	US$456.7k	0%	no data
0.36%	Mary Davey	28,650	US$451.0k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/02 20:06
End of Day Share Price	2026/01/02 00:00
Earnings	2025/09/30
Annual Earnings	2025/06/30

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.