Comparable stake leader
Somerset Regal Bank Employee Stock Ownership Plan Trust
SEC ownership of SR Bancorp, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001951276.
Disclosed value leader
Somerset Regal Bank Employee Stock Ownership Plan Trust
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- SRBK on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Somerset Regal Bank Employee Stock Ownership Plan Trust
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Somerset Regal Bank Employee Stock Ownership Plan Trust
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001951276
- Issuer location
- Bound Brook, NJ
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SR Bancorp, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Somerset Regal Bank Emplo...
Disclosed value leader
Somerset Regal Bank Emplo...
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 9%
13D/G row: Somerset Regal Bank Employee Stock Ownership Plan Trust
Showing 1-8 of 50 holder rows.
Quick read
Somerset Regal Bank Employee Stock Ownership Plan Trust leads the comparable SEC ownership view at 9%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Somerset Regal Bank Employee Stock Ownership Plan Trust's linked filing trail.
Comparable ownership
Top 5
Somerset Regal Bank Employee Stoc...
9%
BlackRock, Inc.
5.3%
ALLIANCEBERNSTEIN L.P.
3.7%
Robert Kenneth Mustard
0.01%
VANGUARD CAPITAL MANAGEMENT LLC
4.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Somerset Regal Bank Employee Stock Ownership Plan Trust |
13D/G
|
9%
|
$12,371,630
757,138 shares
|
$0 | 31 Dec 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$7,747,126
458,953 shares
|
— | 31 Mar 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
|
3.7%
|
$4,864,281
337,095 shares
|
-$4,760,731 | 30 Jun 2025 |
| Robert Kenneth Mustard |
3/4/5
Director
|
0.01%
|
$21,312
1,250 shares
|
+$19,726 | 02 Feb 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.4%
|
$6,194,217
366,956 shares
|
— | 31 Mar 2026 |
| Saber Capital Managment, LLC |
13F
Company
|
2.8%
|
$3,933,017
232,999 shares
|
— | 31 Mar 2026 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
2.1%
|
$3,043,464
180,300 shares
|
— | 31 Mar 2026 |
| MANGROVE PARTNERS IM, LLC |
13F
Company
|
2%
|
$2,876,386
170,402 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$147,498.
Buys
$147,498
Insiders: 7
Sells
$0
Insiders: 0
Net
+$147,498
Shares: +9,070
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 9,070
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 500 | 0 | $9,495 | $0 | +$9,495 |
| 3-6 | 5,320 | 0 | $87,712 | $0 | +$87,712 |
| 6-9 | 3,250 | 0 | $50,291 | $0 | +$50,291 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to SR Bancorp, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
David M. Orbach
Net 12M change
+$147,499
Latest report
15 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| David M. Orbach | Executive Chair, Director | $4,037,783 | Mixed | 30 Jan 2026 | ||
| Christopher J. Pribula | President and CEO, Director | $3,341,690 | +$24,585 | +0.74% | Mixed | 15 Jun 2026 |
| William P. Taylor | CEO, Director | $3,297,917 | +$15,475 | +0.47% | Mixed | 02 Dec 2025 |
| Thomas Lupo | Director | $1,518,162 | +$16,466 | +1.1% | Mixed | 23 Feb 2026 |
| Mary E. Davey | Director | $1,304,762 | +$5,218 | +0.4% | Mixed | 06 Mar 2026 |
| Harris M. Faqueri | SVP and CFO | $1,163,702 | +$49,200 | +4.4% | Mixed | 19 Mar 2026 |
| Neil C. Viotto | EVP and COO | $988,118 | +$16,829 | +1.7% | Mixed | 03 Mar 2026 |
| James Castelletti | SVP-Sr. Comm. Lending Officer | $550,124 | Mixed | 29 Jan 2026 | ||
| Marc Lebovitz | Director | $532,286 | Mixed | 21 Nov 2024 | ||
| Douglas M. Sonier | Director | $473,161 | Mixed | 21 Nov 2024 | ||
| John W. Mooney | Director | $311,911 | Mixed | 21 Nov 2024 | ||
| James R. Silkensen | Director | $97,592 | Mixed | 19 Sep 2023 | ||
| Robert Kenneth Mustard | Director | $21,312 | +$19,726 | +1244% | Filing P/S | 02 Feb 2026 |
Recent insider transactions for SR Bancorp, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David M. Orbach | SRBK | Common Stock | Award | 0.98% | 1,901 | 194,933 | 17 Dec 2026 | Direct | ||
| Christopher J. Pribula | SRBK | Common Stock | Purchase | 0.9% | $9,495 | $18.99 | 500 | 56,138 | 15 Jun 2026 | Direct |
| Harris M. Faqueri | SRBK | Common Stock | Purchase | 30% | $49,200 | $16.40 | 3,000 | 13,000 | 16 Mar 2026 | By IRA |
| Mary E. Davey | SRBK | Common Stock | Purchase | 1.12% | $5,218 | $16.30 | 320 | 28,970 | 06 Mar 2026 | Direct |
| Neil C. Viotto | SRBK | Common Stock | Purchase | 9.62% | $16,829 | $16.83 | 1,000 | 11,400 | 03 Mar 2026 | By IRA |
| Thomas Lupo | SRBK | Common Stock | Purchase | 2.32% | $16,466 | $16.47 | 1,000 | 44,015 | 23 Feb 2026 | Direct |
| Robert Kenneth Mustard | SRBK | Common Stock | Purchase | 25% | $4,262 | $17.05 | 250 | 1,250 | 02 Feb 2026 | Direct |
| David M. Orbach | SRBK | Common Stock | Options Exercise | 9.76% | 19,016 | 213,949 | 30 Jan 2026 | Direct | ||
| David M. Orbach | SRBK | Stock Options | Options Exercise | 0 | 76,063 | 30 Jan 2026 | Direct | |||
| James Castelletti | SRBK | Common Stock | Tax liability | -7.33% | -770 | 9,738 | 29 Jan 2026 | Direct | ||
| Neil C. Viotto | SRBK | Common Stock | Tax liability | -4.64% | -882 | 18,134 | 29 Jan 2026 | Direct | ||
| Neil C. Viotto | SRBK | Common Stock | Award | 100% | 9,508 | 19,016 | 17 Dec 2025 | Direct | ||
| Neil C. Viotto | SRBK | Stock Options | Award | 0 | 23,770 | 17 Dec 2025 | Direct | |||
| Christopher J. Pribula | SRBK | Common Stock | Award | 11.4% | 5,705 | 55,638 | 17 Dec 2025 | Direct | ||
| Christopher J. Pribula | SRBK | Stock Options | Award | 0 | 14,262 | 17 Dec 2025 | Direct | |||
| David M. Orbach | SRBK | Stock Options | Award | 0 | 4,754 | 17 Dec 2025 | Direct | |||
| Robert Kenneth Mustard | SRBK | Common Stock | Purchase | 42.9% | $4,725 | $15.75 | 300 | 1,000 | 04 Dec 2025 | Direct |
| William P. Taylor | SRBK | Common Stock | Purchase | 1.37% | $15,475 | $15.48 | 1,000 | 73,838 | 02 Dec 2025 | Direct |
| Robert Kenneth Mustard | SRBK | Common Stock | Purchase | 40% | $3,076 | $15.38 | 200 | 700 | 28 Nov 2025 | Direct |
| Robert Kenneth Mustard | SRBK | Common Stock | Purchase | $7,662 | $15.32 | 500 | 500 | 26 Nov 2025 | Direct | |
| Christopher J. Pribula | SRBK | Common Stock | Purchase | 2.04% | $15,090 | $15.09 | 1,000 | 49,933 | 24 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.