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SR Bancorp, Inc. Common stock (SRBK)
USD19.63
+0.35 (+1.82%)
US NASDAQ Financial Services Banks - Regional
Address
220 West Union Avenue 8805
Bound Brook, NJ, US
Bound Brook, NJ, US
CEO
Christopher J. Pribula
Website
somersetsavings.com
IPO
2023-09-20
CIK 1951276 ISIN US85227J1060
Description
SR Bancorp, Inc. serves as the parent organization for its subsidiary, Somerset Savings Bank, SLA, a financial institution dedicated to providing commercial banking services. This bank offers a comprehensive selection of deposit accounts and credit solutions, designed to meet the needs of both individual consumers and local small enterprises. Its operations extend through a network of branches situated across Hunterdon, Middlesex, and Somerset Counties in New Jersey. The company was founded in 1887 and its primary headquarters are located in Bound Brook, New Jersey.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD19.63
+0.35 (+1.82%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
51.8K
Beta
0.59
Float Shares
6.88M
Free Float %
91.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.87% | -1.73% | +2.88% | +4.11% | +19.78% | +15.82% | +39.37% | +96.44% | +96.44% | +96.44% | +96.44% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
19.63
DCF (Unlevered)
7.92
-59.6%
DCF (Levered)
14.83
-24.5%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
1.20
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
-
Revenue growth+30.4% Q1'26: +3.8% (vs Q1'25)
-
EPS growth+138.4% Q1'26: +85.8% (vs Q1'25)
-
FCF margin— Q1'26: +29.4% (vs Q1'25)
-
EBIT margin— Q1'26: +5.0% (vs Q1'25)
-
ROIC— Q1'26: +0.8% (vs Q1'25)
-
Share dilution+23.6% Q1'26: -9.1% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 21.27× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jun 2026 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 1 Rev. Ana. 1 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|
| Revenue |
45.87M
45.87M – 45.87M
|
63.15M
63.15M – 63.15M
+37.7% YoY
|
86.95M
86.95M – 86.95M
+37.7% YoY
|
| EBITDA |
3.23M
3.23M – 3.23M
|
4.44M
4.44M – 4.44M
+37.7% YoY
|
6.12M
6.12M – 6.12M
+37.7% YoY
|
| EBIT |
1.54M
1.54M – 1.54M
|
2.12M
2.12M – 2.12M
+37.7% YoY
|
2.91M
2.91M – 2.91M
+37.7% YoY
|
| Net Income |
2.95M
2.95M – 2.95M
|
5.03M
5.03M – 5.03M
+70.5% YoY
|
7.19M
7.19M – 7.19M
+42.8% YoY
|
| SGA |
17.83M
17.83M – 17.83M
|
24.55M
24.55M – 24.55M
+37.7% YoY
|
33.80M
33.80M – 33.80M
+37.7% YoY
|
| EPS |
0.35
0.35 – 0.35
|
0.60
0.60 – 0.60
+70.5% YoY
|
0.85
0.85 – 0.85
+42.8% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 3/5 | 2/5 | 2/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
10.22M
OE per share TTM
1.28
Owner's Yield
7.49%
Maintenance CapEx ratio
25.94%
Maint CapEx / Avg PPE
19.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
11
Total invested
1.09M
Insider transactions (90d)
1
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
11
-50 vs prev Q
New positions
4
Closed positions
54
Increased
4
Reduced
1
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 468.3K +5.2K (+1.1%) | 7.37M +382.8K (+5.5%) | 6.17% +0.403 pp | 0.00% +0.000 pp | USD12.82 +22.8% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 459.2K -14.7K (-3.1%) | 7.23M +76.6K (+1.1%) | 6.06% +0.149 pp | 0.00% +0.000 pp | USD9.99 +57.6% | 9 qtrs — |
| 3 | SABER CAPITAL MANAGMENT, LLC | 271.3K +271.3K (+100.0%) | 4.27M +4.3M (+100.0%) | 3.58% +3.577 pp | 3.56% +3.563 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 179.3K -35.2K (-16.4%) | 2.82M -414.6K (-12.8%) | 2.36% -0.309 pp | 0.00% +0.000 pp | USD11.91 +32.2% | 9 qtrs — |
| 5 | MANGROVE PARTNERS | 170.4K -2.9K (-1.7%) | 2.68M +66.9K (+2.6%) | 2.25% +0.087 pp | 0.22% +0.025 pp | USD9.83 +60.1% | 9 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 168.8K -9.8K (-5.5%) | 2.66M -38.6K (-1.4%) | 2.23% -0.001 pp | 0.00% +0.000 pp | USD11.70 +34.5% | 9 qtrs — |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 85.4K +6.8K (+8.7%) | 1.34M +159.0K (+13.5%) | 1.13% +0.147 pp | 0.00% +0.000 pp | USD13.90 +13.2% | 6 qtrs — |
| 8 | STATE STREET CORP | 80.8K +45.0 (+0.1%) | 1.28M +53.2K (+4.3%) | 1.07% +0.059 pp | 0.00% +0.000 pp | USD13.60 +15.7% | 5 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 63.9K +14.2K (+28.5%) | 1.01M +255.9K (+34.1%) | 0.84% +0.223 pp | 0.00% +0.000 pp | USD13.71 +14.8% | 4 qtrs — |
| 10 | COVALENT PARTNERS LLC | 60.0K +19.7K (+49.0%) | 944.4K +336.9K (+55.5%) | 0.79% +0.289 pp | 4.17% +1.885 pp | USD15.30 +2.9% | 2 qtrs — |
| 11 | NORTHERN TRUST CORP | 50.1K -9.2K (-15.5%) | 788.7K -106.0K (-11.8%) | 0.66% -0.078 pp | 0.00% +0.000 pp | USD12.44 +26.5% | 8 qtrs — |
| 12 | TWO SIGMA INVESTMENTS, LP | 46.9K +27.6K (+143.5%) | 737.6K +447.2K (+154.0%) | 0.62% +0.378 pp | 0.00% +0.001 pp | USD15.47 +1.7% | 2 qtrs — |
| 13 | STILWELL VALUE LLC | 40.0K +— (+0.0%) | 629.6K +26.0K (+4.3%) | 0.53% +0.029 pp | 0.35% +0.080 pp | USD8.66 +81.8% | 10 qtrs — |
| 14 | UBS GROUP AG | 38.4K +12.8K (+50.1%) | 603.7K +218.0K (+56.5%) | 0.51% +0.187 pp | 0.00% +0.000 pp | USD14.68 +7.2% | 10 qtrs — |
| 15 | STRS OHIO | 32.7K -2.7K (-7.6%) | 514.7K -19.5K (-3.6%) | 0.43% -0.010 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 16 | PEKIN HARDY STRAUSS, INC. | 30.0K -1.0K (-3.2%) | 472.2K +4.4K (+0.9%) | 0.40% +0.009 pp | 0.04% -0.003 pp | USD13.60 +15.7% | 3 qtrs — |
| 17 | PANAGORA ASSET MANAGEMENT INC | 28.4K +4.0K (+16.2%) | 447.1K +78.1K (+21.2%) | 0.37% +0.070 pp | 0.00% +0.000 pp | USD14.46 +8.9% | 3 qtrs — |
| 18 | ANCORA ADVISORS, LLC | 27.1K +27.1K (+100.0%) | 426.6K +426.6K (+100.0%) | 0.36% +0.357 pp | 0.01% +0.009 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 19 | BANK OF NEW YORK MELLON CORP | 23.5K +458.0 (+2.0%) | 370.6K +22.2K (+6.4%) | 0.31% +0.023 pp | 0.00% +0.000 pp | USD13.66 +15.2% | 3 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.9K +— (+0.0%) | 360.9K +14.9K (+4.3%) | 0.30% +0.017 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 21 | NUVEEN, LLC | 21.1K +1.1K (+5.3%) | 331.3K +29.8K (+9.9%) | 0.28% +0.029 pp | 0.00% +0.000 pp | USD15.12 +4.1% | 2 qtrs — |
| 22 | MORGAN STANLEY | 19.9K +1.8K (+10.2%) | 312.8K +40.6K (+14.9%) | 0.26% +0.037 pp | 0.00% +0.000 pp | USD13.66 +15.2% | 6 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 19.6K +3.2K (+19.4%) | 309.2K +60.9K (+24.5%) | 0.26% +0.054 pp | 0.00% +0.000 pp | USD15.20 +3.6% | 2 qtrs — |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16.1K +16.1K (+100.0%) | 253.8K +253.8K (+100.0%) | 0.21% +0.213 pp | 0.00% +0.001 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 25 | CITADEL ADVISORS LLC | 12.7K +12.7K (+100.0%) | 200.6K +200.6K (+100.0%) | 0.17% +0.168 pp | 0.00% +0.000 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 26 | BARCLAYS PLC | 11.6K +688.0 (+6.3%) | 182.6K +17.9K (+10.9%) | 0.15% +0.017 pp | 0.00% +0.000 pp | USD13.63 +15.5% | 3 qtrs — |
| 27 | OPPENHEIMER & CLOSE, LLC | 10.5K +10.5K (+100.0%) | 165.5K +165.5K (+100.0%) | 0.14% +0.139 pp | 0.11% +0.113 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10.4K +— (+0.0%) | 164.1K +6.8K (+4.3%) | 0.14% +0.008 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 29 | MARSHALL WACE, LLP | 10.2K -11.9K (-53.8%) | 161.2K -173.7K (-51.9%) | 0.14% -0.142 pp | 0.00% 0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 30 | RUSSELL INVESTMENTS GROUP, LTD. | 9.5K +5.9K (+164.4%) | 149.0K +95.6K (+179.1%) | 0.12% +0.080 pp | 0.00% +0.000 pp | USD15.49 +1.6% | 2 qtrs — |
| 31 | WELLS FARGO & COMPANY/MN | 8.3K +2.4K (+41.1%) | 130.4K +41.8K (+47.1%) | 0.11% +0.036 pp | 0.00% +0.000 pp | USD14.31 +10.0% | 3 qtrs — |
| 32 | RHUMBLINE ADVISERS | 6.1K -1.3K (-17.0%) | 96.4K -14.9K (-13.4%) | 0.08% -0.011 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 33 | CITIGROUP INC | 6.0K +5.9K (+6,601.1%) | 94.9K +93.6K (+6,890.3%) | 0.08% +0.078 pp | 0.00% +0.000 pp | USD15.71 +0.2% | 3 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 5.7K +2.7K (+90.6%) | 89.9K +44.7K (+98.8%) | 0.08% +0.038 pp | 0.00% +0.000 pp | USD14.52 +8.4% | 9 qtrs — |
| 35 | JPMORGAN CHASE & CO | 4.7K -1.9K (-28.4%) | 74.1K -25.1K (-25.3%) | 0.06% -0.020 pp | 0.00% +0.000 pp | USD14.19 +10.9% | 3 qtrs — |
| 36 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.6K -100.0 (-2.7%) | 56.1K +810.0 (+1.5%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 37 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.2K +— (+0.0%) | 34.4K +1.4K (+4.3%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD15.09 +4.3% | 2 qtrs — |
| 38 | TOWER RESEARCH CAPITAL LLC (TRC) | 1.8K -119.0 (-6.2%) | 28.1K -634.0 (-2.2%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD14.98 +5.1% | 5 qtrs — |
| 39 | BNP PARIBAS ARBITRAGE, SNC | 1.7K -611.0 (-26.0%) | 27.4K -8.1K (-22.8%) | 0.02% -0.006 pp | 0.00% +0.000 pp | USD14.43 +9.1% | 3 qtrs — |
| 40 | NEW YORK STATE COMMON RETIREMENT FUND | 1.1K +— (+0.0%) | 16.9K +699.0 (+4.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 41 | AMERITAS INVESTMENT PARTNERS, INC. | 804.00 +— (+0.0%) | 12.7K +523.0 (+4.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 42 | LEGAL & GENERAL GROUP PLC | 705.00 +— (+0.0%) | 11.1K +459.0 (+4.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 43 | ROYAL BANK OF CANADA | 521.00 +388.0 (+291.7%) | 9.0K +7.0K (+350.0%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD15.17 +3.8% | 3 qtrs — |
| 44 | FMR LLC | 522.00 +473.0 (+965.3%) | 8.2K +7.5K (+1,011.8%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD15.68 +0.4% | 2 qtrs — |
| 45 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 452.00 -39.0 (-7.9%) | 7.1K -295.0 (-4.0%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 427.00 +329.0 (+335.7%) | 6.7K +5.2K (+354.4%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD15.59 +1.0% | 2 qtrs — |
| 47 | STERLING CAPITAL MANAGEMENT LLC | 426.00 -103.0 (-19.5%) | 6.7K -1.3K (-16.0%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD14.45 +8.9% | 3 qtrs — |
| 48 | MARYLAND CAPITAL ADVISORS INC. | 399.00 +399.0 (+100.0%) | 6.3K +6.3K (+100.0%) | 0.01% +0.005 pp | 0.00% +0.002 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 49 | AMALGAMATED BANK | 232.00 -37.0 (-13.8%) | 4.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD13.50 +16.6% | 3 qtrs — |
| 50 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 213.00 +213.0 (+100.0%) | 3.4K +3.4K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 51 | AMERICAN CAPITAL ADVISORY, LLC | 200.00 +— (+0.0%) | 3.1K +130.0 (+4.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.30 +10.1% | 3 qtrs — |
| 52 | CWM, LLC | 190.00 +52.0 (+37.7%) | 3.0K +1.0K (+50.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.26 +3.1% | 2 qtrs — |
| 53 | COVESTOR LTD | 122.00 +122.0 (+100.0%) | 2.0K +2.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.001 pp | USD15.74 +0.0% | 1 qtrs NEW |
| 54 | MASSMUTUAL TRUST CO FSB/ADV | 33.00 +— (+0.0%) | 519.00 +21.0 (+4.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.06 +4.5% | 2 qtrs — |
| 55 | IFP ADVISORS, INC | 21.00 +4.0 (+23.5%) | 331.00 +74.0 (+28.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.14 +4.0% | 2 qtrs — |
| 56 | FARTHER FINANCE ADVISORS, LLC | 10.00 +— (+0.0%) | 157.00 +6.0 (+4.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +4.9% | 2 qtrs — |
| 57 | ALLWORTH FINANCIAL LP | 8.00 +— (+0.0%) | 126.00 +5.0 (+4.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +4.9% | 2 qtrs — |
| 58 | EVERSOURCE WEALTH ADVISORS, LLC | 4.00 +— (+0.0%) | 63.00 +3.0 (+5.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +4.9% | 2 qtrs — |
| 59 | MAI CAPITAL MANAGEMENT | 2.00 +2.0 (+100.0%) | 32.00 +32.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.50 +1.5% | 1 qtrs NEW |
| 60 | ROTHSCHILD INVESTMENT LLC | 2.00 +2.0 (+100.0%) | 31.00 +31.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.50 +1.5% | 1 qtrs NEW |
| 61 | TRUE WEALTH DESIGN, LLC | 1.00 -2.0 (-66.7%) | 16.00 -30.0 (-65.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD15.00 +4.9% | 2 qtrs — |
| 62 | TREXQUANT INVESTMENT LP | — -13.2K (-100.0%) | — -198.9K (-100.0%) | 0.00% -0.164 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 63 | SUMMIT WEALTH GROUP LLC / CO | — -19.8K (-100.0%) | — -1.1M (-100.0%) | 0.00% -0.247 pp | 0.00% -0.124 pp | USD— | 2 qtrs SOLD |
| 64 | SRS CAPITAL ADVISORS, INC. | — -92.0 (-100.0%) | — -1.4K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 65 | ALLIANCEBERNSTEIN L.P. | — -144.6K (-100.0%) | — -2.2M (-100.0%) | 0.00% -1.802 pp | 0.00% -0.001 pp | USD— | 10 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 48 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Micro-Cap ETF IWC | 0.03% | 444.7K | 0.60% |
| 2 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.01% | 145.1K | 0.20% |
| 3 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.35M | 0.24% |
| 4 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 104.0K | 0.06% |
| 5 | Dimensional - US Small Cap Value ETF DFSV | 0.01% | 557.7K | 0.30% |
| 6 | WisdomTree U.S. SmallCap Fund EES | 0.01% | 37.2K | 0.38% |
| 7 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.00% | 13.9K | 0.39% |
| 8 | Avantis U.S. Small Cap Equity ETF AVSC | 0.00% | 135.0K | 0.25% |
| 9 | U.S. Micro Cap Portfolio ETF DFMC | 0.00% | 344.3K | 0.43% |
| 10 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 123.9K | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.67
Bullish
Ratio by volume
3.00
Bullish
Buys
8
Sells
3
Shares acquired
24.6K
Shares disposed
1.7K
Cash buys
7.00
Cash sales
—
Net activity
+22,934
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-12-17 | Orbach David M | Director / Officer | A-Award | A | Common Stock | 1,901 | 0.00 | — | 194,933 | D | ↗ |
| 2026-03-16 | Faqueri Harris M | Officer | P-Purchase | A | Common Stock | 3,000 | 16.40 | 49.2K | 13,000 | I | ↗ |
| 2026-03-06 | Davey Mary E | Director | P-Purchase | A | Common Stock | 320 | 16.31 | 5.2K | 28,970 | D | ↗ |
| 2026-03-03 | Viotto Neil C | Officer | P-Purchase | A | Common Stock | 299 | 17.04 | 5.1K | 11,400 | I | ↗ |
| 2026-02-23 | Lupo Thomas | Director | P-Purchase | A | Common Stock | 1,000 | 16.47 | 16.5K | 44,015 | D | ↗ |
| 2026-02-02 | Mustard Robert Kenneth | Director | P-Purchase | A | Common Stock | 250 | 17.05 | 4.3K | 1,250 | D | ↗ |
| 2026-01-30 | Orbach David M | Director / Officer | M-Exempt | D | Stock Options | 0 | 12.50 | — | 76,063 | D | ↗ |
| 2026-01-29 | Viotto Neil C | Officer | F-InKind | D | Common Stock | 882 | 16.64 | 14.7K | 18,134 | D | ↗ |
| 2026-01-29 | Castelletti James | Officer | F-InKind | D | Common Stock | 770 | 16.64 | 12.8K | 9,738 | D | ↗ |
| 2025-12-17 | Viotto Neil C | Officer | A-Award | A | Stock Options | 0 | 16.55 | — | 23,770 | D | ↗ |
| 2025-12-17 | Pribula Christopher J | Director / Officer | A-Award | A | Common Stock | 5,705 | 0.00 | — | 55,638 | D | ↗ |
| 2025-12-17 | Orbach David M | Director / Officer | A-Award | A | Stock Options | 0 | 16.55 | — | 4,754 | D | ↗ |
| 2025-12-04 | Mustard Robert Kenneth | Director | P-Purchase | A | Common Stock | 300 | 15.75 | 4.7K | 1,000 | D | ↗ |
| 2025-12-02 | Taylor William P | Director / Officer | P-Purchase | A | Common Stock | 500 | 15.79 | 7.9K | 73,838 | D | ↗ |
| 2025-11-28 | Mustard Robert Kenneth | Director | P-Purchase | A | Common Stock | 200 | 15.38 | 3.1K | 700 | D | ↗ |
| 2025-11-26 | Mustard Robert Kenneth | Director | P-Purchase | A | Common Stock | 500 | 15.33 | 7.7K | 500 | D | ↗ |
| 2025-11-24 | Pribula Christopher J | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 15.09 | 15.1K | 49,933 | D | ↗ |
| 2025-11-19 | Mustard Robert Kenneth | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-05 | Pribula Christopher J | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 12.39 | 12.4K | 48,933 | D | ↗ |
| 2025-06-03 | Lupo Thomas | Director | P-Purchase | A | Common Stock | 2,000 | 12.73 | 25.5K | 43,015 | D | ↗ |
| 2025-05-29 | Taylor William P | Director / Officer | P-Purchase | A | Common Stock | 1,144 | 13.00 | 14.9K | 71,982 | D | ↗ |
| 2025-05-19 | Orbach David M | Director / Officer | P-Purchase | A | Common Stock | 1,100 | 13.19 | 14.5K | 193,032 | D | ↗ |
| 2025-03-18 | Orbach David M | Director / Officer | P-Purchase | A | Common Stock | 3,300 | 11.64 | 38.4K | 183,032 | D | ↗ |
| 2025-03-17 | Davey Mary E | Director | P-Purchase | A | Common Stock | 375 | 11.65 | 4.4K | 28,650 | D | ↗ |
| 2025-03-12 | Taylor William P | Director / Officer | P-Purchase | A | Common Stock | 110 | 11.53 | 1.3K | 70,838 | D | ↗ |
| 2025-03-12 | Lupo Thomas | Director | P-Purchase | A | Common Stock | 2,000 | 11.60 | 23.2K | 41,015 | D | ↗ |
| 2025-03-07 | Pribula Christopher J | Director / Officer | P-Purchase | A | Common Stock | 1,000 | 11.63 | 11.6K | 47,933 | D | ↗ |
| 2025-02-10 | Taylor William P | Director / Officer | P-Purchase | A | Common Stock | 200 | 12.44 | 2.5K | 68,838 | D | ↗ |
| 2025-01-29 | Viotto Neil C | Officer | A-Award | A | Stock Options | 0 | 12.50 | — | 23,770 | D | ↗ |
| 2025-01-29 | Taylor William P | Director / Officer | A-Award | A | Stock Options | 0 | 12.50 | — | 114,095 | D | ↗ |
| 2025-01-29 | Pribula Christopher J | Director / Officer | A-Award | A | Common Stock | 39,933 | 0.00 | — | 46,933 | D | ↗ |
| 2025-01-29 | Orbach David M | Director / Officer | A-Award | A | Stock Options | 0 | 12.50 | — | 95,079 | D | ↗ |
| 2025-01-29 | Faqueri Harris M | Officer | A-Award | A | Common Stock | 15,213 | 0.00 | — | 15,213 | D | ↗ |
| 2025-01-29 | Castelletti James | Officer | A-Award | A | Stock Options | 0 | 12.50 | — | 23,770 | D | ↗ |
| 2024-12-18 | Castelletti James | Officer | P-Purchase | A | Common Stock | 1,000 | 12.34 | 12.3K | 1,000 | D | ↗ |
| 2024-12-09 | Orbach David M | Director / Officer | P-Purchase | A | Common Stock | 6,700 | 11.75 | 78.7K | 140,000 | D | ↗ |
| 2024-11-21 | Sonier Douglas M | Director | A-Award | A | Common Stock | 19,015 | 0.00 | — | 44,015 | D | ↗ |
| 2024-11-21 | Mooney John W | Director | A-Award | A | Common Stock | 19,015 | 0.00 | — | 29,015 | D | ↗ |
| 2024-11-21 | Lupo Thomas | Director | A-Award | A | Common Stock | 19,015 | 0.00 | — | 39,015 | D | ↗ |
| 2024-11-21 | Lebovitz Marc | Director | A-Award | A | Stock Options | 47,539 | 11.04 | 524.8K | 47,539 | D | ↗ |
| 2024-11-21 | Davey Mary E | Director | A-Award | A | Common Stock | 19,015 | 0.00 | — | 28,175 | D | ↗ |
| 2024-09-18 | Lupo Thomas | Director | P-Purchase | A | Common Stock | 5,000 | 10.58 | 52.9K | 20,000 | — | ↗ |
| 2024-09-18 | Lebovitz Marc | Director | P-Purchase | A | Common Stock | 9,800 | 10.75 | 105.4K | 20,000 | — | ↗ |
| 2024-09-17 | Orbach David M | Director / Officer | P-Purchase | A | Common Stock | 540 | 10.44 | 5.6K | 5,000 | — | ↗ |
| 2024-09-13 | Lebovitz Marc | Director | P-Purchase | A | Common Stock | 200 | 10.15 | 2.0K | 10,200 | — | ↗ |
Executive team
Top executives
EBIT / Employee
52.8K
Shares Outstanding
7.49M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | William P. Taylor Chief Executive Officer of the Company and the Bank and Chairman of the Bank | 460.0K | 115.0K | — | — | — | 39.2K | 614.2K | 0.00% | ↗ |
| 2 | 2024 | Christopher J. Pribula President and Chief Operating Officer of the Company and the Bank | 400.0K | 80.0K | — | — | — | 36.4K | 516.4K | 0.00% | ↗ |
| 3 | 2024 | David M. Orbach Executive Chairman of the Company and Executive Vice Chairman of the Bank | 295.7K | 57.9K | — | — | — | 29.0K | 382.5K | 0.00% | ↗ |
| 4 | 2023 | Christopher J. Pribula President and Chief Operating Officer of the Company and the Bank | 393.3K | 80.0K | — | — | — | 188.6K | 661.9K | 0.00% | ↗ |
| 5 | 2023 | William P. Taylor Chief Executive Officer of the Company and the Bank and Chairman of the Bank | 453.4K | 115.0K | — | — | — | 93.1K | 661.5K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher J. Pribula | President, CEO & Director | 673.7K | male |
| David Orbach | Executive Chairman | 547.7K | male |
| Harris Faqueri | Senior VP & CFO | 199.7K | male |
| James Castelletti | Senior Vice President & Senior Commercial Lending Officer | — | male |
| Neil C. Viotto | Executive VP & COO | — | male |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SRBK
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
