SOUTHERN MISSOURI BANCORP, INC., 10-K filed on 9/11/2025
Annual Report
v3.25.2
Document and Entity Information - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Sep. 08, 2025
Dec. 31, 2024
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Jun. 30, 2025    
Document Transition Report false    
Entity File Number 0-23406    
Entity Registrant Name SOUTHERN MISSOURI BANCORP, INC.    
Entity Incorporation, State or Country Code MO    
Entity Tax Identification Number 43-1665523    
Entity Address, Address Line One 2991 Oak Grove Road    
Entity Address, City or Town Poplar Bluff    
Entity Address, State or Province MO    
Entity Address, Postal Zip Code 63901    
City Area Code 573    
Local Phone Number 778-1800    
Title of 12(b) Security Common Stock    
Trading Symbol SMBC    
Security Exchange Name NASDAQ    
Entity Voluntary Filers No    
Entity Well-known Seasoned Issuer No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] true    
Document Financial Statement Restatement Recovery Analysis [Flag] false    
Entity Shell Company false    
Entity Common Stock, Shares Outstanding   11,290,667  
Entity Central Index Key 0000916907    
Current Fiscal Year End Date --06-30    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
Entity Public Float     $ 557.3
Auditor Name Forvis Mazars, LLP    
Auditor Firm ID 686    
Auditor Location Springfield, Missouri    
v3.25.2
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Assets    
Cash and cash equivalents $ 192,859 $ 60,904
Interest-bearing time deposits 246 491
Available for sale securities (Note 2) 460,844 427,903
Stock in FHLB of Des Moines 9,361 8,713
Stock in Federal Reserve Bank of St. Louis 9,139 9,089
Loans held for sale 431  
Loans receivable, net of ACL of $51,629 and $52,516 at June 30, 2025 and June 30, 2024, respectively, (Note 3) 4,048,961 3,797,287
Accrued interest receivable 26,018 23,826
Premises and equipment, net (Note 4) 95,982 95,952
Bank owned life insurance - cash surrender value 75,691 73,601
Goodwill 50,727 50,727
Other intangible assets, net 22,994 26,505
Prepaid expenses and other assets 26,354 29,318
TOTAL ASSETS 5,019,607 4,604,316
Liabilities and Stockholders' Equity    
Deposits (Note 5) 4,281,368 3,943,059
Securities sold under agreements to repurchase (Note 6) 15,000 9,398
Advances from FHLB (Note 7) 104,052 102,050
Accounts payable and other liabilities 37,101 25,037
Accrued interest payable 14,186 12,868
Subordinated debt (Note 8) 23,208 23,156
TOTAL LIABILITIES 4,474,915 4,115,568
Commitments and contingencies (Note 13)
Common stock, $.01 par value; 25,000,000 shares authorized; 11,980,887 and 11,959,157 shares issued at June 30, 2025 and June 30, 2024, respectively 120 120
Additional paid-in capital 221,347 219,680
Retained earnings 359,576 311,376
Treasury stock of 681,420 and 681,420 shares at June 30, 2025 and June 30, 2024, respectively, at cost (24,973) (24,973)
Accumulated other comprehensive loss (11,378) (17,455)
TOTAL STOCKHOLDERS' EQUITY 544,692 488,748
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 5,019,607 $ 4,604,316
v3.25.2
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
CONSOLIDATED BALANCE SHEETS    
Loans And Leases Receivable Allowance $ 51,629 $ 52,516
Common Stock, Par or Stated Value Per Share $ 0.01 $ 0.01
Common Stock, Shares Authorized 25,000,000 25,000,000
Common Stock, Shares, Issued 11,980,887 11,959,157
Treasury Stock 681,420 681,420
v3.25.2
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Interest Income      
Loans $ 250,846 $ 222,512 $ 162,224
Investment securities 5,808 6,877 5,324
Mortgage-backed securities 16,567 14,631 6,967
Other interest-earning assets 4,144 4,355 1,901
TOTAL INTEREST INCOME 277,365 248,375 176,416
Interest Expense      
Deposits 115,773 101,706 44,392
Securities sold under agreements to repurchase 766 451 213
Advances from FHLB 4,582 4,993 3,627
Subordinated debt 1,628 1,742 1,439
TOTAL INTEREST EXPENSE 122,749 108,892 49,671
NET INTEREST INCOME 154,616 139,483 126,745
Provision for credit losses (Note 3) 6,523 3,600 17,061
NET INTEREST INCOME AFTER PROVISION FOR CREDIT LOSSES 148,093 135,883 109,684
Noninterest Income      
Deposit account charges and related fees 8,625 7,399 7,671
Bank card interchange income 5,981 5,744 5,260
Loan late charges   579 534
Loan servicing fees 909 1,277 1,483
Other loan fees 3,767 2,375 3,142
Net realized gains on sale of loans 751 713 875
Net realized gains (losses) on sale of AFS securities 48 (1,489)  
Earnings on bank owned life insurance 2,084 1,911 1,516
Insurance brokerage commissions 1,294 1,217 1,228
Wealth management fees 3,300 3,166 2,178
Other income 1,225 1,952 2,317
TOTAL NONINTEREST INCOME 27,984 24,844 26,204
Noninterest Expense      
Compensation and benefits 55,758 53,253 46,896
Occupancy and equipment, net 14,887 14,405 11,220
Data processing expense 9,327 8,968 7,756
Telecommunications expense 1,423 1,928 1,679
Deposit insurance premiums 2,335 2,463 1,470
Legal and professional fees 3,595 1,731 4,051
Advertising 2,070 2,119 1,772
Postage and office supplies 1,274 1,237 1,197
Intangibles amortization 3,540 4,071 2,633
Foreclosed property expenses/losses 104 148 90
Other operating expense 7,770 7,294 7,661
TOTAL NONINTEREST EXPENSE 102,083 97,617 86,425
INCOME BEFORE INCOME TAXES 73,994 63,110 49,463
Current 14,722 12,234 11,200
Deferred 694 694 (974)
TOTAL INCOME TAXES 15,416 12,928 10,226
NET INCOME $ 58,578 $ 50,182 $ 39,237
Basic earnings per share $ 5.19 $ 4.42 $ 3.86
Diluted earnings per share 5.18 4.42 3.85
Dividends paid per share $ 0.92 $ 0.84 $ 0.84
v3.25.2
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME      
Net Income $ 58,578 $ 50,182 $ 39,237
Other comprehensive income (loss):      
Unrealized gains (losses) on securities available-for-sale 7,836 4,234 (5,696)
Less: reclassification adjustment for realized gains (losses) included in net income 48 (1,489)  
Defined benefit pension plan net gain 2 5 5
Tax (expense) benefit (1,713) (1,258) 1,253
Total other comprehensive income (loss) 6,077 4,470 (4,438)
Comprehensive Income $ 64,655 $ 54,652 $ 34,799
v3.25.2
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Common Stock
Additional Paid-In Capital
Retained Earnings
Treasury Stock
Accumulated Other Comprehensive Loss
Total
BEGINNING BALANCE at Jun. 30, 2022 $ 98 $ 119,162 $ 240,115 $ (21,116) $ (17,487) $ 320,772
Net Income     39,237     39,237
Change in unrealized loss on available for sale securities, net         (4,443) (4,443)
Defined benefit pension plan net gain         5 5
Dividends paid on common stock     (8,632)     (8,632)
Stock option expense   255       255
Stock grant expense   584       584
Common stock issued 21 98,259       98,280
ENDING BALANCE at Jun. 30, 2023 119 218,260 270,720 (21,116) (21,925) 446,058
Net Income     50,182     50,182
Change in unrealized loss on available for sale securities, net         4,465 4,465
Defined benefit pension plan net gain         5 5
Dividends paid on common stock     (9,526)     (9,526)
Stock option expense   333       333
Stock grant expense   696       696
Exercise of stock options   391       391
Common stock issued 1         1
Treasury stock purchased       (3,857)   (3,857)
ENDING BALANCE at Jun. 30, 2024 120 219,680 311,376 (24,973) (17,455) 488,748
Net Income     58,578     58,578
Change in unrealized loss on available for sale securities, net         6,075 6,075
Defined benefit pension plan net gain         2 2
Dividends paid on common stock     (10,378)     (10,378)
Stock option expense   369       369
Stock grant expense   1,298       1,298
ENDING BALANCE at Jun. 30, 2025 $ 120 $ 221,347 $ 359,576 $ (24,973) $ (11,378) $ 544,692
v3.25.2
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Parenthetical) - $ / shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY      
Dividends paid on common stock $ 0.92 $ 0.84 $ 0.84
v3.25.2
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Cash Flows From Operating Activities:      
Net Income (Loss) $ 58,578 $ 50,182 $ 39,237
Items not requiring (providing) cash:      
Depreciation 6,482 6,021 4,923
Loss (gain) on disposal of fixed assets 73   (444)
Stock option and stock grant expense 1,667 1,029 839
(Gain) loss on sale/write-down of foreclosed property (56) 74 (44)
Amortization of intangible assets 3,540 4,071 2,633
Accretion of purchase accounting adjustments (3,924) (5,325) (3,737)
Increase in cash surrender value of bank owned life insurance (BOLI) (2,084) (1,911) (1,516)
Provision for credit losses 6,523 3,600 17,061
(Gain) loss realized on sale of AFS securities (48) 1,489  
Net accretion (amortization) of premiums and discounts on securities (1,511) (842) 776
Originations of loans held for sale (22,206) (21,857) (21,419)
Proceeds from sales of loans held for sale 23,209 22,044 21,548
Gain on sales of loans held for sale (751) (713) (875)
Changes in:      
Accrued interest receivable (2,192) (4,955) (5,400)
Prepaid expenses and other assets 6,682 8,943 5,449
Accounts payable and other liabilities 6,217 (141) 580
Deferred income taxes 40 414 (974)
Accrued interest payable 1,318 8,145 3,386
NET CASH PROVIDED BY OPERATING ACTIVITIES 81,557 70,268 62,023
Cash Flows From Investing Activities:      
Net increase in loans (254,933) (228,444) (447,208)
Net change in interest-bearing deposits 248 744 1,227
Proceeds from maturities of available for sale securities 68,622 42,322 35,368
Proceeds from sales of available for sale securities 72 32,243 136,714
Net (purchases) redemptions of Federal Home Loan Bank stock (648) 2,827 (4,473)
Purchases of Federal Reserve Bank of St. Louis stock (50) (28) (3,271)
Purchases of available-for-sale securities (92,288) (79,837) (132,032)
Purchases of long-term investments and other assets (612) (410) (195)
Purchases of premises and equipment (6,263) (9,047) (6,039)
Net cash received in acquisition     208,336
Investments in state & federal tax credits (3,270) (7,381) (7,867)
Proceeds from sale of fixed assets   15 3,724
Proceeds from sale of foreclosed assets 4,010 1,261 2,041
Proceeds from BOLI claim     270
NET CASH USED IN INVESTING ACTIVITIES (285,112) (245,735) (213,405)
Cash Flows From Financing Activities:      
Net increase (decrease) in demand deposits and savings accounts 25,152 (53,833) (245,130)
Net increase in certificates of deposits 313,188 280,768 304,494
Net increase (decrease) in securities sold under agreements to repurchase 5,602   (27,629)
Proceeds from Federal Home Loan Bank advances 260,000 303,200 1,913,830
Repayments of Federal Home Loan Bank advances (258,054) (334,752) (1,818,381)
Common stock issued   1  
Exercise of stock options   391  
Purchase of treasury stock   (3,857)  
Dividends paid on common stock (10,378) (9,526) (8,632)
NET CASH PROVIDED BY FINANCING ACTIVITIES 335,510 182,392 118,552
Increase (decrease) in cash and cash equivalents 131,955 6,925 (32,830)
Cash and cash equivalents at beginning of period 60,904 53,979 86,809
Cash and cash equivalents at end of period 192,859 60,904 53,979
Noncash investing and financing activities:      
Conversion of loans to foreclosed real estate 625 1,376 1,073
Conversion of foreclosed real estate to loans     960
Conversion of loans to repossessed assets 98 209 108
Right of use (ROU) assets obtained in exchange for lease obligations: Operating Leases 322 2,332 216
Termination of lease right of use asset and related lease obligation   1,401  
The Company purchased all of the Citizens Bancshares Company on January 20, 2023. In conjunction with the acquisition, liabilities were assumed as follows:      
Fair value of assets acquired     1,019,722
Less: common stock issued     98,280
Cash paid     34,889
Liabilities assumed     886,553
Cash paid during the period for:      
Interest (net of interest credited) 8,148 7,706 5,649
Income taxes $ 7,530 $ 2,298 $ 4,307
v3.25.2
Organization and Summary of Significant Accounting Policies
12 Months Ended
Jun. 30, 2025
Organization and Summary of Significant Accounting Policies  
Organization and Summary of Significant Accounting Policies

NOTE 1: Organization and Summary of Significant Accounting Policies

Organization. Southern Missouri Bancorp, Inc., a Missouri corporation (the Company) was organized in 1994 and is the parent company of Southern Bank (the Bank). Substantially all of the Company’s consolidated revenues are derived from the operations of the Bank, and the Bank represents substantially all of the Company’s consolidated assets and liabilities. SB Real Estate Investments, LLC is a wholly-owned subsidiary of the Bank formed to hold Southern Bank Real Estate Investments, LLC. Southern Bank Real Estate Investments, LLC is a real estate investment trust (REIT) which is controlled by SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At June 30, 2025, assets of the REIT were approximately $1.3 billion, and consisted primarily of real estate loan participations acquired from the Bank.

The Bank is primarily engaged in providing a full range of banking and financial services to individuals and corporate customers in its market areas. The Bank and Company are subject to competition from other financial institutions. The Bank and Company are subject to the regulation of certain federal and state agencies and undergo periodic examinations by those regulatory authorities.

Basis of Financial Statement Presentation. The consolidated financial statements of the Company have been prepared in conformity with accounting principles generally accepted in the United States of America and general practices within the banking industry. In the normal course of business, the Company encounters two significant types of risk: economic and regulatory. Economic risk is comprised of interest rate risk, credit risk, and market risk. The Company is subject to interest rate risk to the degree that its interest-bearing liabilities reprice on a different basis than its interest-earning assets. Credit risk is the risk of default on the Company’s investment or loan portfolios resulting from the borrowers’ inability or unwillingness to make contractually required payments. Market risk reflects changes in the value of the investment portfolio, collateral underlying loans receivable, and the value of the Company’s investments in real estate. Regulatory risk is comprised of extensive state and federal laws and regulations designed primarily to protect consumers, depositors, and deposit insurance funds rather than shareholders. Changes in these regulations, actions by supervisory authorities, or significant litigation could impose operational restrictions, require substantial compliance resources, and result in penalties that may negatively impact our business and shareholder value.

Certain amounts reported in prior periods have been reclassified to conform to the June 30, 2025 presentation. These reclassifications did not materially impact the Company’s consolidated financial statements.

Correction of an Immaterial Error in Prior Period Financial Statements. Certain prior period amounts in the Consolidated Balance Sheets, Consolidated Statements of Income and Note 16: Fair Value Measurements have been corrected as discussed below. No other financial statements or notes were impacted by these corrections.

The Company has corrected its Consolidated Balance Sheet at June 30, 2024, the Consolidated Statement of Income for the year ended June 30, 2024, and the Fair Value of Financial Instruments table at June 30, 2024 in Note 16: Fair Value Measurements, within this Annual Report on Form 10-K for an immaterial error in classification between deposits and securities sold under agreements to repurchase.

The balance of securities sold under agreements to repurchase is now being presented as a separate line item on the Consolidated Balance Sheet and Fair Value of Financial Instruments table included in the notes to the financial statements. The Company had previously included the agreements with deposits. The interest expense associated with the securities is now being presented as a separate line on the Consolidated Statements of Income. Previously, the Company included this in interest expense on deposits.

The Company assessed the materiality of this change in presentation on prior period consolidated financial statements in accordance with SEC Staff Accounting Bulletin No. 99, “Materiality,” (ASC Topic 250, Accounting Changes and Error Corrections). Based on this assessment, the Company concluded that these error corrections in its Consolidated Balance Sheets, Consolidated Statements of Income, and Notes to the Financial Statements are not material to any previously presented financial statements. The corrections had no impact on the Consolidated Statements of Comprehensive Income, Consolidated Statements of Stockholders’ Equity, or Consolidated Statement of Cash Flow, for

any previously presented interim or annual financial statements. Accordingly, the Company corrected the previously reported immaterial errors for the year ended June 30, 2024 in this Annual Report on Form 10-K.

Consolidated Balance Sheet

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Liabilities and Stockholders' Equity:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Consolidated Statement of Income

For the twelve- month period ended June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

102,157

$

(451)

$

101,706

Securities sold under agreements to repurchase

-

451

451

Fair Value of Financial Instruments

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Carrying Amount:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Significant Other Observable Inputs (Level 2):

Securities sold under agreements to repurchase

-

9,398

9,398

Principles of Consolidation. The consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated.

Use of Estimates. The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses.

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions and interest-bearing deposits in other depository institutions with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $136.9 million and $7.7 million at June 30, 2025 and 2024, respectively. The deposits are held in various commercial banks with a total of $1.8 million and $2.3 million exceeding the FDIC deposit insurance limits at June 30, 2025 and 2024, respectively, as well as at the Federal Reserve and the Federal Home Loan Bank of Des Moines and Chicago.

Interest-bearing Time Deposits. Interest bearing deposits in banks mature within three years and are carried at cost.

Available for Sale Securities. Available for sale securities (“AFS”), which include any security for which the Company has no immediate plan to sell but which may be sold in the future, are carried at fair value. Unrealized gains and losses, net of tax, are reported in accumulated other comprehensive income (loss), a component of stockholders’ equity. All securities have been classified as available for sale.

Premiums and discounts on debt securities are amortized or accreted as adjustments to income over the estimated life of the security using the level yield method. Realized gains or losses on the sale of securities is based on the specific identification method. The fair value of securities is based on quoted market prices or dealer quotes. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities.

For AFS securities with fair value less than amortized cost that management has no intent to sell and believes that it more likely than not will not be required to sell prior to recovery, only the credit loss component of the impairment is recognized in earnings, while the noncredit loss is recognized in accumulated other comprehensive income (loss). The credit loss component recognized in earnings is identified as the amount of principal cash flows not expected to be received over the remaining term of the security as projected based on cash flow projections, and is recorded to the ACL, by a charge to provision for credit losses. Accrued interest receivable is excluded from the estimate of credit losses. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired AFS security, or, if it is more likely than not the Company will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount would be recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation.

The Company evaluates impaired AFS securities at the individual level on a quarterly basis, and considers factors including, but not limited to: the extent to which the fair value of the security is less than the amortized cost basis; adverse conditions specifically related to the security, an industry, or geographic area; the payment structure of the security and likelihood of the issuer to be able to make payments that may increase in the future; failure of the issuer to make scheduled interest or principal payments; any changes to the rating of the security by a rating agency; and the ability and intent to hold the security until maturity. A qualitative determination as to whether any portion of the impairment is attributable to credit risk is acceptable. There were no credit related factors underlying unrealized losses on AFS securities at June 30, 2025, or June 30, 2024.

Changes in the ACL are recorded as expense. Losses are charged against the ACL when management believes the uncollectability of an AFS debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Federal Reserve Bank and Federal Home Loan Bank Stock. The Bank is a member of the Federal Reserve and the Federal Home Loan Bank (FHLB) systems. Capital stock of the Federal Reserve and the FHLB is a required investment based upon a predetermined formula and is carried at cost.

Loans Held for Sale. Loans expected to be sold are classified as held for sale in the consolidated financial statements and are recorded at the lower of aggregate cost or fair value, taking into consideration future commitments to sell the loans.

Loans. Loans are generally stated at unpaid principal balances, less the ACL, any net deferred loan origination fees, and unamortized premiums or discounts on purchased loans.

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts

reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Because of this, accrued interest receivable is excluded from the estimate of credit losses. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

The ACL is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans, and is established through provision for credit losses charged to current earnings. The ACL is increased by the provision for losses on loans charged to expense and reduced by loans charged off, net of recoveries. Loans are charged off in the period deemed uncollectible, based on management’s analysis of expected cash flows (for non-collateral dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries of loans previously charged off, if any, are credited to the allowance when received.

Management estimates the ACL using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Adjustments may be made to historical loss information for differences identified in current loan-specific risk characteristics, such as differences in underwriting standards or terms; lending review systems; experience, ability, or depth of lending management and staff; portfolio growth and mix; delinquency levels and trends; as well as for changes in environmental conditions, such as changes in economic activity or employment, agricultural economic conditions, property values, or other relevant factors. The Company generally incorporates a reasonable and supportable forecast period of four quarters, and thereafter immediately reverts to long-term historical averages.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. For loans that do not share general risk characteristics with the collectively evaluated pools, the Company estimates credit losses on an individual loan basis, and these loans are excluded from the collectively evaluated pools. An ACL for an individually evaluated loan is recorded when the amortized cost basis of the loan exceeds the discounted estimated cash flows using the loan’s initial effective interest rate or the fair value, less estimated costs to sell, of the collateral for certain collateral dependent loans. For the collectively evaluated pools, the Company segments the loan portfolio primarily by loan purpose and collateral into 24 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company primarily utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal balance, the Company utilizes the remaining life method. The Company does not measure ACL on accrued interest for those pools utilizing the remaining life method, as the uncollectible accrued interest receivable balance is written off within 90 days. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined based on a regression analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default as an event of charge off, an adverse (substandard or worse) internal credit rating on most loan types, except agriculture production and agriculture real estate (watch or worse), becoming delinquent 90 days or more, being modified for experiencing financial difficulty, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow, including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag.

As part of the CECL methodology, the Company incorporates qualitative adjustments to the ACL calculation to capture credit risks inherent within the loan portfolio that are not captured in the DCF model.

The qualitative adjustments considered will include internal factors such as:

Lending policies and procedures, including changes in underwriting standards, collection, charge-off, and recovery practices.
Nature and volume of the portfolio and term of loans.
Experience, depth, and ability of lending management.
Volume and severity of past due loans and other similar conditions.
Quality of the organization's review system.
Existence and effect of any concentrations of credit and changes in the levels of concentrations.

Qualitative adjustments considered will also include external factors such as:

Value of underlying collateral for collateral-dependent loans.
International, national, regional and local conditions, if not adequately addressed through the modeled loss factors.
Effect of other external factors such as competition, legal and regulatory requirements.

Loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination are considered purchased credit deteriorated (“PCD”) loans. At the acquisition date, an estimate of expected credit losses is made for groups of PCD loans with similar risk characteristics and individual PCD loans without similar risk characteristics. This initial ACL is allocated to individual PCD loans and added to the purchase price or acquisition date fair values to establish the initial amortized cost basis of the PCD loans. As the initial ACL is added to the purchase price, there is no credit loss expense recognized upon acquisition of a PCD loan. Any difference between the unpaid principal balance of PCD loans and the amortized cost basis is considered to relate to non-credit factors and results in a discount or premium. Discounts and premiums are recognized through interest income on a level-yield method over the life of the loans.

Loan fees and certain direct loan origination costs are deferred, and the net fee or cost is recognized as an adjustment to interest income using the interest method over the contractual life of the loans.

Off-Balance Sheet Credit Exposures. Off-balance sheet credit instruments include commitments to make loans, and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of non-performance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The ACL on off-balance sheet credit exposures is estimated by loan pool on a quarterly basis under the current CECL model using the same methodologies as portfolio loans, taking into consideration the likelihood that funding will occur and is included in other liabilities on the Company’s consolidated balance sheets. The Company records an ACL on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancelable.

Foreclosed Real Estate. Real estate acquired by foreclosure or by deed in lieu of foreclosure is initially recorded at fair value less estimated selling costs, establishing a new cost basis. Costs for development and improvement of the property are capitalized.

Valuations are periodically performed by management, and an allowance for losses is established by a charge to operations if the carrying value of a property exceeds its estimated fair value, less estimated selling costs.

Loans to facilitate the sale of real estate acquired in foreclosure are discounted if made at less than market rates. Discounts are amortized over the fixed interest period of each loan using the interest method.

Premises and Equipment. Premises and equipment are stated at cost less accumulated depreciation and include expenditures for major betterments and renewals. Maintenance, repairs, and minor renewals are expensed as incurred. When property is retired or sold, the retired asset and related accumulated depreciation are removed from the accounts

and the resulting gain or loss taken into income. The Company reviews property and equipment for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. If such assets are considered to be impaired, the impairment loss recognized is measured by the amount by which the carrying amount exceeds the fair value of the assets.

Depreciation is computed by use of straight-line method over the estimated useful lives of the assets. Estimated lives are generally seven to forty years for premises, three to seven years for equipment, and three years for software.

Bank Owned Life Insurance. Bank owned life insurance policies are reflected in the consolidated balance sheets at the estimated cash surrender value. Changes in the cash surrender value of these policies, as well as a portion of the insurance proceeds received, are recorded in noninterest income in the consolidated statements of income.

Goodwill. The Company’s goodwill is evaluated annually for impairment or more frequently if impairment indicators are present. A qualitative assessment is performed to determine whether the existence of events or circumstances leads to a determination that it is more likely than not the fair value is less than the carrying amount, including goodwill. If, based on the evaluation, it is determined to be more likely than not that the fair value is less than the carrying value, then goodwill is tested further for impairment. If the implied fair value of goodwill is lower than its carrying amount, a goodwill impairment is indicated and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the consolidated financial statements. As of June 30, 2025, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the market value of the Company’s common stock, concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations.

Intangible Assets. The Company’s intangible assets at June 30, 2025 included gross core deposit intangibles of $39.1 million with $21.1 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $4.5 million, and mortgage and SBA servicing rights of $2.9 million. At June 30, 2024, the Company’s intangible assets included gross core deposit intangibles of $39.1 million with $17.8 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $4.2 million, and mortgage and SBA servicing rights of $3.0 million. The Company’s core deposit intangible assets are being amortized using the straight line method, over periods ranging from five to ten years, with amortization expense expected to be approximately $3.1 million in fiscal 2026, $2.7 million in fiscal 2027, $2.7 million in fiscal 2028, $2.7 million in fiscal 2029, $2.5 million in fiscal 2030, and $6.4 million thereafter. As of June 30, 2025, and June 30, 2024, there was no impairment indicated.

The Company records mortgage servicing rights (MSR) at fair value for all loans sold on a servicing retained basis with subsequent adjustments to fair value of MSR in accordance with FASB ASC 860. An estimate of the fair value of the Company’s MSR is determined utilizing assumptions about factors such as mortgage interest rates, discount rates, mortgage loan prepayment speeds, market trends and industry demand. Changes in the fair value of MSR are recorded in loan servicing fees in the consolidated statements of income.

Income Taxes. The Company accounts for income taxes in accordance with income tax accounting guidance (ASC 740, Income Taxes). The income tax accounting guidance results in two components of income tax expense: current and deferred. Current income tax expense reflects taxes to be paid or refunded for the current period by applying the provisions of the enacted tax law to the taxable income or excess of deductions over revenues. The Company determines deferred income taxes using the liability (or balance sheet) method. Under this method, the net deferred tax asset or liability is based on the tax effects of the differences between the book and tax bases of assets and liabilities, and enacted changes in tax rates and laws are recognized in the period in which they occur.

Deferred income tax expense results from changes in deferred tax assets and liabilities between periods. Deferred tax assets are recognized if it is more likely than not, based on the technical merits, that the tax position will be realized or sustained upon examination. The term more likely than not means a likelihood of more than 50 percent; the terms examined and upon examination also include resolution of the related appeals or litigation processes, if any. A tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing

authority that has full knowledge of all relevant information. The determination of whether or not a tax position has met the more-likely-than-not recognition threshold considers the facts, circumstances, and information available at the reporting date and is subject to the management’s judgment. Deferred tax assets are reduced by a valuation allowance if, based on the weight of evidence available, it is more likely than not that some portion or all of a deferred tax asset will not be realized.

The Company recognizes interest and penalties on income taxes as a component of income tax expense.

The Company files consolidated income tax returns with its subsidiaries, the Bank and SB Real Estate Investments, LLC, with a tax year ended June 30. Southern Bank Real Estate Investments, LLC files a separate REIT return for federal tax purposes, and also files state income tax returns with a tax year ended December 31.

Derivative Financial Instruments and Hedging Activities. The Company enters into derivative financial instruments, primarily interest rate swaps, to manage interest rate risk, facilitate asset/liability management strategies and manage other exposures. Derivative instruments are accounted pursuant to ASC Topic 815, “Derivatives and Hedging”, which requires companies to recognize derivative instruments as either assets or liabilities in the consolidated balance sheet. All derivative financial instruments are recognized as other assets or other liabilities, as applicable, at estimated fair value. The change in each of these financial statement line items is included as operating cash flows in the accompanying consolidated statements of cash flows. The Company does not speculate using derivative instruments. Derivative financial instruments are more fully described in Note 17.

Incentive Plans. The Company accounts for its Equity Incentive Plan (EIP), and Omnibus Incentive Plans (OIP) in accordance with ASC 718, “Share-Based Payment.” Compensation expense is based on the market price of the Company’s stock on the date the shares are granted and is recorded over the vesting period. The difference between the grant-date fair value and the fair value on the date the shares are considered earned represents a tax benefit to the Company that is recorded as an adjustment to income tax expense.

Non-Employee Directors’ Retirement. The Bank entered into directors’ retirement agreements beginning in April 1994 for non-employee directors and continued to do so for new non-employee directors joining the Bank’s board through December 2014. These directors’ retirement agreements provide that each participating non-employee director (participant) shall receive, upon termination of service on the Board on or after age 60, other than termination for cause, a benefit in equal annual installments over a five year period. The benefit will be based upon the product of the participant’s vesting percentage and the total Board fees paid to the participant during the calendar year preceding termination of service on the Board. The vesting percentage shall be determined based upon the participant’s years of service on the Board.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. Benefits shall not be payable to anyone other than the beneficiary, and shall terminate on the death of the beneficiary.

Stock Options. Compensation cost is measured based on the grant-date fair value of the equity instruments issued, and recognized over the vesting period during which an employee provides service in exchange for the award.

Earnings Per Share. Basic earnings per share available to common stockholders is computed using the weighted-average number of common shares outstanding. Diluted earnings per share available to common stockholders includes the effect of all weighted-average dilutive potential common shares (stock options and restricted stock grants) outstanding during each period.

Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income (loss) includes unrealized appreciation (depreciation) on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a credit loss has been recognized in income, and changes in the funded status of defined benefit pension plans.

Transfers Between Fair Value Hierarchy Levels. Transfers in and out of Level 1 (quoted market prices), Level 2 (other significant observable inputs) and Level 3 (significant unobservable inputs) are recognized on the period ending date.

Wealth Management Assets and Fees. Assets managed in fiduciary or investment management accounts by the Company are not included in the consolidated balance sheets since such items are not assets of the Company or its subsidiaries. Fees from fiduciary or investment management activities are recorded in the period in which the service is provided. Fees are generally a function of the market value of assets managed and administered, the volume of transactions, and fees for other services rendered, as set forth in the agreement between the customer and the Company. This revenue recognition involves the use of estimates and assumptions, including components that are calculated based on asset valuations and transaction volumes. Any out-of-pocket expenses or services not typically covered by the fee schedule for fiduciary activities are charged directly to the account on a gross basis as revenue is incurred. The Southern Wealth Management division held fiduciary assets totaling $107.6 million and $100.9 as of June 30, 2025 and 2024, respectively, and investment management assets totaling $538.2 million and $474.7 million as of June 30, 2025 and 2024, respectively.

The following paragraphs summarize the impact of new accounting pronouncements:

In January 2021, the FASB published ASU 2021-01, “Reference Rate Reform. (Topic 848)”. ASU 2021-01 clarified that certain optional expedients and exceptions in Topic 848 for contract modifications and hedge accounting apply to derivatives that are affected by the discounting transition. The ASU also amended the expedients and exceptions in Topic 848 to capture the incremental consequences of the scope clarification and to tailor the existing guidance to derivative instruments affected by the discounting transition. An entity may elect to apply the amendments in this update on a full retrospective basis as of any date from the beginning of an interim period that includes or is subsequent to March 12, 2020, or on a prospective basis to new modifications from any date within an interim period that includes or is subsequent to the date of the issuance of a final update, up to the date that financial statements are available to be issued. If an entity elects to apply any of the amendments in this update for an eligible hedging relationship, any adjustments as a result of those elections must be reflected as of the date the entity applies the election. Originally, the amendments in this update did not apply to contract modifications made after December 31, 2022, new hedging relationships entered into after December 31, 2022, and existing hedging relationships evaluated for effectiveness in periods after December 31, 2022 except for hedging relationships existing as of December 31, 2022, that apply certain optional expedients in which the accounting effects are recorded through the end of the hedging relationship (including periods after December 31, 2022). With the issuance of ASU 2022-06 Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2021-01 was extended from December 31, 2022 to December 31, 2024. The adoption of this ASU did not have a material impact on the Company’s consolidated financial statements.

In November 2023, the FASB issued ASU 2023-07, “Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures.” The amendments in this update improve financial reporting by requiring disclosure of incremental segment information on an annual and interim basis for all public entities to enable investors to develop more decision-useful financial analyses. The amendments in this update do not change how a public entity identifies its operating segments, aggregates those operating segments, or applies the quantitative thresholds to determine its reportable segments. The amendments of this ASU are effective for fiscal years beginning after December 15, 2023 and interim periods within fiscal years beginning after December 15, 2024. The Company adopted this ASU for the fiscal year beginning July 1, 2024, and the accounting and disclosure of this ASU did not have a material impact on the consolidated financial statements.

On December 14, 2023, FASB published ASU 2023-02, “Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method.” This ASU permits reporting entities to elect to account for tax equity investments, regardless of the tax credit program for which the income tax credits are received, using the proportional amortization method if certain conditions are met. Under the proportional amortization method, an entity amortizes the initial cost of the investment in proportion to the income tax credits and other income tax benefits received and recognizes the net amortization and income tax credits and other income tax benefits in the income statement as a component of income tax expense. A reporting entity makes an accounting policy election to apply the proportional amortization method on a tax-credit-program-by-tax-credit-program

basis rather than electing to apply the proportional amortization method at the reporting entity level or to individual investments. This ASU also requires specific disclosures of investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method. The ASU was effective for fiscal years beginning after December 15, 2023, and was effective for the Company beginning July 1, 2024. The adoption of ASU 2023-02 did not have a material impact on the Company’s consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes - Improvements to Income Tax Disclosures (Topic 740)”. ASU 2023-09 was issued to address requests by investors and creditors for enhanced transparency and decision usefulness of income tax disclosures. Public business entities (PBEs) would be required to prepare an annual detailed, tabular tax rate reconciliation. All other entities would be required to provide qualitative disclosure on specific categories and individual jurisdictions that result in significant differences between the statutory and effective tax rates. All entities would be required to annually disclose taxes paid disaggregated by federal, state, and foreign taxes, as well as disaggregating taxes by individual jurisdiction if taxes paid exceed 5% of total income taxes paid. The ASU is effective for PBEs for fiscal years beginning after December 15, 2024. The Company is evaluating the impact of the adoption of ASU 2023-09.

In November 2024, the FASB issued ASU 2024-03, “Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40)”. ASU 2024-03 was issued to improve the disclosures about a public business entity’s expenses and address requests from investors for more detailed information about the types of expenses (including purchases of inventory, employee compensation, depreciation, amortization, and depletion) in commonly presented expense captions (such as cost of sales, SG&A, and research and development). The ASU is effective for PBEs for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. The Company is evaluating the impact of the adoption of ASU 2024-03.

v3.25.2
Available for Sale Securities
12 Months Ended
Jun. 30, 2025
Available for Sale Securities  
Available for Sale Securities

NOTE 2: Available for Sale Securities

The amortized cost, gross unrealized gains, gross unrealized losses and approximate fair value of securities available for sale consisted of the following:

June 30, 2025

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

26,030

$

5

$

(1,772)

$

$

24,263

Corporate obligations

31,199

75

(632)

30,642

Asset-backed securities

42,059

567

(145)

42,481

Other securities

 

4,007

 

10

 

(53)

 

 

3,964

Total debt securities

103,295

657

(2,602)

101,350

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

138,377

1,623

(5,005)

134,995

Commercial MBS issued by GSEs

96,377

446

(4,821)

92,002

CMOs issued by GSEs

137,346

402

(5,251)

132,497

Total MBS and CMOs

 

372,100

 

2,471

 

(15,077)

 

359,494

Total AFS securities

$

475,395

$

3,128

$

(17,679)

$

$

460,844

June 30, 2024

 

 

Gross

 

Gross

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

29,960

$

4

$

(2,211)

$

$

27,753

Corporate obligations

32,998

60

(1,781)

31,277

Asset-backed securities

57,403

1,525

(249)

58,679

Other securities

5,387

 

20

 

(74)

 

5,333

Total debt securities

125,748

1,609

(4,315)

123,042

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

110,918

692

(6,855)

104,755

Commercial MBS issued by GSEs

65,195

297

(5,746)

59,746

CMOs issued by GSEs

148,382

82

(8,104)

140,360

Total MBS and CMOs

 

324,495

 

1,071

 

(20,705)

 

 

304,861

Total AFS securities

$

450,243

$

2,680

$

(25,020)

$

$

427,903

The amortized cost and fair value of available-for-sale securities, by contractual maturity, are shown below. Expected maturities will differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties.

June 30, 2025

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

1,147

$

1,144

After one year but less than five years

 

25,958

 

25,628

After five years but less than ten years

 

45,812

 

44,292

After ten years

 

30,378

 

30,286

Total investment securities

 

103,295

 

101,350

MBS and CMOs

 

372,100

 

359,494

Total AFS securities

$

475,395

$

460,844

The carrying value of investment and mortgage-backed securities pledged as collateral to secure public deposits amounted to $294.3 million and $265.5 million at June 30, 2025 and 2024 respectively. The securities pledged consist of marketable securities, including $151.6 million and $137.0 million of MBS, $109.8 million and $103.5 million of CMOs, $29.7 million and $20.8 million of State and Political Subdivisions Obligations, and $3.3 million and $4.3 million of Other Securities at June 30, 2025 and 2024, respectively.

Gross gains of $48,000 and no gross losses were recognized from sales of available-for-sale securities in fiscal 2025. Gross gains of $67,000 and gross losses of $1.6 million were recognized from sales of available-for-sale securities in fiscal 2024. There were no gains or losses recognized from sales of available-for-sale securities in fiscal 2023.

The Company did not hold any securities of a single issuer, payable from and secured by the same source of revenue or taxing authority, the book value of which exceeded 10% of stockholders’ equity at June 30, 2025.

Certain investments in debt securities are reported in the consolidated financial statements at an amount less than their historical cost. Total fair value of these investments at June 30, 2025, was $264.5 million, which is approximately 57.4% of the Company’s AFS investment portfolio, as compared to $312.9 million or approximately 73.1% of the Company’s AFS investment portfolio at June 30, 2024. Management believes the declines in fair value for these securities to be temporary.

The following tables below show the Company’s investments’ gross unrealized losses and fair value, aggregated by investment category and length of time that individual securities have been in a continuous unrealized loss position for which ACL has not been recorded at June 30, 2025 and 2024.

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2025

Obligations of state and political subdivisions

$

4,882

$

84

$

15,807

$

1,688

$

20,689

$

1,772

Corporate obligations

1,936

6

18,194

626

20,130

632

Asset-backed securities

3,281

2

839

143

4,120

145

Other securities

15

3,578

53

3,593

53

MBS and CMOs

 

57,829

 

465

 

158,105

 

14,612

 

215,934

 

15,077

Total AFS securities

$

67,943

$

557

$

196,523

$

17,122

$

264,466

$

17,679

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2024

Obligations of state and political subdivisions

$

3,720

$

38

$

21,762

$

2,173

$

25,482

$

2,211

Corporate obligations

25,295

1,781

25,295

1,781

Asset-backed securities

7,234

249

7,234

249

Other securities

4,404

31

287

43

4,691

74

MBS and CMOs

 

56,820

 

621

 

193,382

 

20,084

 

250,202

 

20,705

Total AFS securities

$

64,944

$

690

$

247,960

$

24,330

$

312,904

$

25,020

Obligations of State and Political Subdivisions. The unrealized losses on the Company’s investments in obligations of state and political subdivisions include eight individual securities which have been in an unrealized loss position for less than 12 months and 35 individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

Corporate and Other Obligations. The unrealized losses on the Company’s investments in corporate obligations include two individual securities which have been in an unrealized loss position for less than 12 months and 15 individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

Asset-Backed Securities. The unrealized losses on the Company’s investments in asset-backed securities include two individual securities which have been in an unrealized loss position for less than 12 months and two individual securities which have been in an unrealized loss position for more than 12 months. The securities are performing and are of high credit quality. The unrealized loss was caused by variations in market interest rates and spreads since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

MBS and CMOs. The unrealized losses on the Company’s investments in MBS and CMOs include 14 individual securities which have been in an unrealized loss position for less than 12 months, and 106 individual securities which have been in an unrealized loss position for 12 months or more. The securities are performing and are of high credit quality. The unrealized losses were caused by increases in market interest rates since purchase or acquisition. Because the Company does not intend to sell these securities and it is more likely than not that the Company will not be

required to sell these securities prior to recovery of their amortized cost basis, which may be maturity, the Company has not recorded an ACL on these securities.

The Company does not believe that any individual unrealized loss as of June 30, 2025 is the result of a credit loss. However, the Company could be required to recognize an ACL in future periods with respect to its available for sale investment securities portfolio.

Credit Losses Recognized on Investments. There were no credit losses recognized in income and other losses or recorded in other comprehensive income for the fiscal years ended June 30, 2025 and 2024.

v3.25.2
Loans and Allowance for Credit Losses
12 Months Ended
Jun. 30, 2025
Loans and Allowance for Credit Losses  
Loans and Allowance for Credit Losses

NOTE 3: Loans and Allowance for Credit Losses

Classes of loans are summarized as follows:

(dollars in thousands)

    

June 30, 2025

    

June 30, 2024

1-4 Family residential real estate

$

992,445

$

925,397

Non-owner occupied commercial real estate

 

888,317

 

899,770

Owner occupied commercial real estate

 

442,984

 

427,476

Multi-family real estate

 

422,758

 

384,564

Construction and land development

332,405

290,541

Agriculture real estate

 

244,983

 

232,520

Total loans secured by real estate

 

3,323,892

 

3,160,268

Commercial and industrial

510,259

450,147

Agriculture production

206,128

175,968

Consumer

55,387

59,671

All other loans

5,102

3,981

Gross loans

 

4,100,768

 

3,850,035

Deferred loan fees, net

 

(178)

 

(232)

Allowance for credit losses

 

(51,629)

 

(52,516)

Net loans

$

4,048,961

$

3,797,287

The Company’s lending activities consist of origination of loans secured by mortgages on one- to four-family residences and commercial and agricultural real estate, construction loans on residential and commercial properties, commercial and agricultural business loans and consumer loans. At June 30, 2025, the Bank had purchased participation interests in 71 loans totaling $188.0 million, as compared to 71 loans totaling $178.5 million at June 30, 2024.

Risk characteristics applicable to each class of the loan portfolio are described as follows:

1-4 Family Residential Real Estate Lending. The Company actively originates loans for the acquisition or refinance of one- to four-family residences. This category includes both fixed-rate and adjustable-rate mortgage (ARM) loans amortizing over periods of up to 30 years, and the properties securing such loans may be owner-occupied or non-owner-occupied. Single-family residential loans do not generally exceed 90% of the lower of the appraised value or purchase price of the secured property. Substantially all of the one- to four-family residential mortgage originations in the Company’s portfolio are located within the Company’s primary lending area. General risks related to one- to four-family residential lending include stability of borrower income and collateral values.

Home equity lines of credit (HELOCs) are secured with a deed of trust and are generally issued up to 90% of the appraised or estimated value of the property securing the line of credit, less the outstanding balance on the first mortgage and are typically issued for a term of ten years. Interest rates on HELOCs are generally adjustable. Interest

rates are based upon the loan-to-value ratio of the property with better rates given to borrowers with more equity. Risks related to HELOC lending generally include the stability of borrower income and collateral values.

Non-Owner Occupied and Owner Occupied Commercial Real Estate Lending. The Company actively originates loans secured by owner- and non-owner-occupied commercial real estate including single- and multi-tenant retail properties, restaurants, hotels, land (improved and unimproved), nursing homes and other healthcare facilities, warehouses and distribution centers, convenience stores, automobile dealerships and other automotive-related services, and other businesses. These properties are typically owned and operated by borrowers headquartered within the Company’s primary lending area; however, the property may be located outside the Company’s primary lending area. Risks to owner-occupied commercial real estate lending generally include the continued profitable operation of the borrower’s enterprise, as well as general collateral values, and may be heightened by unique, specific uses of the property serving as collateral. Non-owner-occupied commercial real estate lending risks include tenant demand and performance, lease rates, and vacancies, as well as collateral values and borrower leverage. These factors may be influenced by general economic conditions in the region, or in the United States generally.

Most commercial real estate loans originated by the Company generally are based on amortization schedules of up to 25 years with monthly principal and interest payments. Generally, the interest rate received on these loans is fixed for a maturity for up to ten years, with a balloon payment due at maturity. Alternatively, for some loans, the interest rate adjusts at least annually after an initial period up to seven years. The Company typically includes an interest rate “floor” in the loan agreement. Generally, improved commercial real estate loan amounts do not exceed 80% of the lower of the appraised value or the purchase price of the secured property.

Multi-Family Real Estate Lending. The Company originates loans secured by multi-family residential properties that are often located outside the Company’s primary lending area but made to borrowers who operate within the Company’s primary market area. The majority of the multi-family residential loans that are originated by the Company are amortized over periods generally up to 25 years, with balloon maturities typically up to ten years. Both fixed and adjustable interest rates are offered and it is typical for the Company to include an interest rate “floor” and “ceiling” in the loan agreement. Generally, multi-family residential loans do not exceed 85% of the lower of the appraised value or purchase price of the secured property. General risks related to multi-family residential lending include rental demand and supply, rental rates, and vacancies, as well as collateral values and borrower leverage.

Construction and Land Development Lending. The Company originates real estate loans secured by property or land that is under construction or development. Construction and land development loans originated by the Company are generally to finance the construction of owner occupied residential real estate, or to finance speculative construction of residential real estate, land development, or owner-operated or non-owner occupied commercial real estate. During construction, these loans typically require monthly interest-only payments, with single-family residential construction loans having maturities ranging from six to twelve months, while multi-family or commercial construction loans typically mature in 12 to 36 months. Once construction is completed, construction loans may be converted to permanent financing with monthly payments using amortization schedules of up to 30 years on residential and generally up to 25 years on commercial real estate. Construction and land development lending risks generally include successful timely and on-budget completion of the project, followed by the sale of the property in the case of land development or non-owner-occupied real estate, or the long-term occupancy of the property by the builder in the case of owner-occupied construction. Changes in real estate values or other economic conditions may impact the ability of a borrower to sell property developed for that purpose.

While the Company typically utilizes relatively short maturity periods to closely monitor the inherent risks associated with construction loans for these loans, weather conditions, change orders, availability of materials and/or labor, and other factors may contribute to the lengthening of a project, thus necessitating the need to renew the construction loan at the balloon maturity. Such extensions are typically executed in incremental three month periods to facilitate project completion. During construction, loans typically require monthly interest only payments which may allow the Company an opportunity to monitor for early signs of financial difficulty should the borrower fail to make a required monthly payment. Additionally, during the construction phase, the Company typically performs interim inspections which further provide the Company an opportunity to assess risk.

Agriculture Production and Agriculture Real Estate Lending. Agriculture production and agriculture real estate loans are generally comprised on seasonal operating lines to farmers to plant crops and term loans to fund the purchase of equipment, farmland, or livestock. Agricultural real estate loans generally include row crop ground, pasture, and forestry. The Company originates substantially all agriculture production and agriculture real estate lending to borrowers headquartered in the Company’s primary lending area. Specific underwriting standards have been established for agricultural-related loans including the establishment of projections for each operating year based on industry developed estimates of farm input costs and expected commodity yields and prices. Agriculture production operating lines are typically written for one year and secured by the crop. Agricultural real estate terms offered usually have amortization schedules of up to 25 years with an 80% loan-to-value ratio, or 30 years with a 75% loan-to-value ratio. Risks to agricultural lending include unique factors such as commodity prices, yields, input costs, and weather, as well as farmland and farm equipment values.

Commercial and Industrial Lending. The Company’s commercial and industrial lending activities encompass loans with a variety of purposes and security, including loans to finance accounts receivable, inventory, equipment and operating lines of credit. The Company offers both fixed and adjustable rate commercial and industrial loans. Generally, commercial loans secured by fixed assets are amortized over periods up to five years. Commercial and industrial lending risk is primarily driven by the borrower’s successful generation of cash flow from their business enterprise sufficient to service debt, and may be influenced by factors specific to the borrower and industry, or by general economic conditions in the region or in the United States generally.

Consumer Lending. The Company offers a variety of secured consumer loans, direct and indirect automobile loans, recreational vehicle loans and loans secured by deposits. The Company originates substantially all of its consumer loans in its primary lending area. Usually, consumer loans are originated with fixed rates for terms of up to 66 months.

Automobile loans originated by the Company include both direct loans and a smaller amount of loans originated by auto dealers. Typically, automobile loans are made for terms of up to 66 months for new and used vehicles. Loans secured by automobiles have fixed rates and are generally made in amounts up to 100% of the purchase price of the vehicle. Risks to automobile and other consumer lending generally include the stability of borrower income and borrower willingness to repay.

Allowance for Credit Losses. The ACL represents the Company’s best estimate of the reserve necessary to adequately account for probable losses expected over the remaining contractual life of the assets. The PCL is the charge against current earnings that is determined by the Company as the amount needed to maintain an adequate ACL. In determining the adequacy of the ACL, and therefore the provision to be charged to current earnings, the Company relies primarily on a disciplined credit review and approval process that extends to the full range of the Company’s credit exposure. The review process is directed by the overall lending policy and is intended to identify, at the earliest possible stage, borrowers who might be facing financial difficulty. Factors considered by the Company in developing assumptions for the allowance include historical net credit losses, the level and composition of nonaccrual, past due and modified loans, trends in volumes and terms of loans, effects of changes in risk selection and underwriting standards or lending practices, lending staff changes, concentrations of credit, industry conditions and the current economic conditions in the region where the Company operates.

Individually Evaluated Loans. The Company individually evaluates certain loans for impairment. In general, these loans have been internally identified through the Company’s loan grading system as credits requiring management’s attention due to underlying problems in the borrower’s business or collateral concerns. This evaluation considers expected future cash flows, the value of collateral and other factors that may impact the borrower’s ability to make payments when due. The reviews use one of the three following alternatives: (1) the present value of expected future cash flows discounted at the loan’s effective interest rate; (2) the loan’s observable market price, if available; or (3) the fair value of the collateral less costs to sell for collateral dependent loans and loans for which foreclosure is deemed to be probable. A specific allowance is assigned when expected cash flows or collateral values are less than the

carrying amount of the loan. The carrying value of the loan reflects reductions from prior charge-offs. The ACL for individually evaluated loans totaled $8.2 million and $10.9 million at June 30, 2025 and June 30, 2024, respectively.

Non-Individually Evaluated (Pooled) Loans. Non-individually evaluated (pooled) loans comprise the majority of the Company’s total loan portfolio and include loans that were not individually evaluated. The Company primarily utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal, the Company utilizes the remaining life method. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined based on a regression analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default as an event of charge off, an adverse (substandard or worse) internal credit rating, becoming delinquent 90 days or more, being modified for experiencing financial difficulty, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow, including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag. The ACL for non-individually evaluated (pooled) loans totaled $43.4 million and $41.6 million at June 30, 2025 and June 30, 2024, respectively.

Qualitative factors. In addition to the CECL methodology, the Company incorporates qualitative adjustments into the ACL on loans to capture credit risks inherent within the loan portfolio that are not captured in the DCF model.

PCD Loans. In connection with the Citizens Bancshares, Co. (“Citizens”) merger on January 20, 2023, the Company acquired loans both with and without evidence of credit quality deterioration since origination. Acquired loans are recorded at their fair value at the time of acquisition with no carryover from the acquired institution’s previously recorded allowance for loan and lease losses. Acquired loans are accounted for under ASC 326, Financial Instruments – Credit Losses.

The fair value of acquired loans recorded at the time of acquisition is based upon several factors, including the timing and payment of expected cash flows, as adjusted for estimated credit losses and prepayments, and then discounting these cash flows using comparable market rates. The resulting fair value adjustment is recorded in the form of a premium or discount to the unpaid principal balance of the respective loans. As it relates to acquired loans that, as of the date of acquisition, have experienced a more-than-insignificant deterioration in credit quality since origination (“PCD”), the net premium or net discount is adjusted to reflect the Company’s ACL recorded for PCD loans at the time of acquisition, and the remaining fair value adjustment is accreted or amortized into interest income over the remaining life of the respective loans. As it relates to loans not classified as PCD (“non-PCD”) loans, the credit loss and yield components of their fair value adjustment are aggregated, and the resulting net premium or net discount is accreted or amortized into interest income over the remaining life of the respective loans. The Company records an ACL for non-PCD loans at the time of acquisition through provision expense, and therefore, no further adjustments are made to the net premium or net discount for non-PCD loans.

Loans that the Company acquired from Citizens that, at the time of acquisition, had more-than-insignificant deterioration of credit quality since origination are classified as PCD loans and presented in the table below at acquisition carrying value:

(dollars in thousands)

    

January 20, 2023

PCD Loans – Citizens

Purchase price of PCD loans at acquisition

$

27,481

ACL at acquisition

 

(1,121)

Fair value of PCD loans at acquisition

$

26,360

The following tables present the activity in the ACL based on portfolio segment for the fiscal years ended June 30, 2025, 2024, and 2023:

 

Balance

 

Provision

 

Balance

(dollars in thousands)

beginning

Initial ACL

(benefit) charged

Losses

end

June 30, 2025

    

of period

    

on PCD loans

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 Family residential real estate

$

10,528

$

$

(211)

$

(89)

$

46

$

10,274

Non-owner occupied commercial real estate

19,055

(3,014)

(3,800)

12,241

Owner occupied commercial real estate

4,815

(172)

(122)

4,521

Multi-family real estate

5,447

(1,165)

47

4,329

Construction and land development

2,901

1,888

(1)

4,788

Agriculture real estate

2,107

2,087

4,194

Commercial and industrial

6,233

2,160

(1,508)

67

6,952

Agriculture production

835

3,589

(1,052)

2

3,374

Consumer

578

698

(411)

87

952

All other loans

17

(13)

4

Total

$

52,516

$

$

5,847

$

(6,983)

$

249

$

51,629

Balance

 

Provision

 

Balance

(dollars in thousands)

beginning

Initial ACL

(benefit) charged

Losses

end

June 30, 2024

    

of period

    

on PCD loans

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 Family residential real estate

$

9,474

$

$

1,067

$

(46)

$

33

$

10,528

Non-owner occupied commercial real estate

13,863

5,688

(496)

19,055

Owner occupied commercial real estate

5,168

(353)

4,815

Multi-family real estate

6,806

(880)

(479)

5,447

Construction and land development

3,414

(242)

(289)

18

2,901

Agriculture real estate

2,567

(460)

2,107

Commercial and industrial

5,235

1,356

(395)

37

6,233

Agriculture production

782

53

835

Consumer

490

400

(350)

38

578

All other loans

21

(4)

17

Total

$

47,820

$

$

6,625

$

(2,055)

$

126

$

52,516

 

Balance

 

Provision

 

Balance

(dollars in thousands)

beginning

Initial ACL

(benefit) charged

Losses

end

June 30, 2023

    

of period

    

on PCD loans

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 Family residential real estate

$

7,266

$

261

$

2,044

$

(98)

$

1

$

9,474

Non-owner occupied commercial real estate

11,101

44

2,718

13,863

Owner occupied commercial real estate

2,555

584

2,274

(245)

5,168

Multi-family real estate

2,057

4,749

6,806

Construction and land development

3,256

12

134

12

3,414

Agriculture real estate

2,145

422

2,567

Commercial and industrial

3,597

214

1,492

(76)

8

5,235

Agriculture production

799

(11)

(6)

782

Consumer

402

6

302

(248)

28

490

All other loans

14

7

21

Total

$

33,192

$

1,121

$

14,131

$

(673)

$

49

$

47,820

The following tables present the activity in the allowance for off-balance credit exposure based on portfolio segment for the fiscal years ended June 30, 2025, 2024 and 2023:

 

Balance

Provision

 

Balance

(dollars in thousands)

beginning

(benefit) charged

end

June 30, 2025

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 Family residential real estate

$

140

$

62

$

202

Non-owner occupied commercial real estate

153

(19)

134

Owner occupied commercial real estate

136

25

161

Multi-family real estate

31

(31)

Construction and land development

1,912

367

2,279

Agriculture real estate

60

21

81

Commercial and industrial

782

292

1,074

Agriculture production

37

(37)

Consumer

12

(12)

All other loans

8

8

Total

$

3,263

$

676

$

3,939

 

Balance

Provision

 

Balance

(dollars in thousands)

beginning

(benefit) charged

end

June 30, 2024

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 Family residential real estate

$

126

$

14

$

140

Non-owner occupied commercial real estate

154

(1)

153

Owner occupied commercial real estate

182

(46)

136

Multi-family real estate

16

15

31

Construction and land development

4,897

(2,985)

1,912

Agriculture real estate

50

10

60

Commercial and industrial

730

52

782

Agriculture production

107

(70)

37

Consumer

16

(4)

12

All other loans

10

(10)

Total

$

6,288

$

(3,025)

$

3,263

 

Balance

Provision

 

Balance

(dollars in thousands)

beginning

(benefit) charged

end

June 30, 2023

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 Family residential real estate

$

107

$

19

$

126

Non-owner occupied commercial real estate

202

(48)

154

Owner occupied commercial real estate

78

104

182

Multi-family real estate

15

1

16

Construction and land development

2,243

2,654

4,897

Agriculture real estate

73

(23)

50

Commercial and industrial

420

310

730

Agriculture production

218

(111)

107

Consumer

2

14

16

All other loans

10

10

Total

$

3,358

$

2,930

$

6,288

The following tables present gross charge-offs by loan class and year of origination for the years ended June 30, 2025 and 2024:

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

June 30, 2025

1-4 Family residential real estate

$

$

$

$

$

$

89

$

$

89

Non-owner occupied commercial real estate

 

 

 

 

3,800

 

 

 

 

3,800

Owner occupied commercial real estate

 

 

 

122

 

 

 

 

 

122

Construction and land development

 

 

 

 

 

1

 

 

 

1

Commercial and industrial

 

25

 

505

 

212

 

507

 

217

 

42

 

 

1,508

Agriculture production

 

 

1,052

 

 

 

 

 

 

1,052

Consumer

 

131

 

131

 

84

 

41

 

7

 

17

 

 

411

Total gross charge-offs

$

156

$

1,688

$

418

$

4,348

$

225

$

148

$

$

6,983

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

June 30, 2024

1-4 Family residential real estate

$

$

$

6

$

$

$

40

$

$

46

Non-owner occupied commercial real estate

 

 

496

 

 

 

 

 

 

496

Multi-family real estate

 

 

 

382

 

97

 

 

 

 

479

Construction and land development

 

 

100

 

78

 

111

 

 

 

 

289

Commercial and industrial

 

 

190

 

195

 

10

 

 

 

 

395

Consumer

 

38

 

162

 

100

 

41

 

 

9

 

 

350

Total gross charge-offs

$

38

$

948

$

761

$

259

$

$

49

$

$

2,055

Credit Quality Indicators. The Company categorizes loans into risk categories based on relevant information about the ability of borrowers to service their debt such as: current financial information, historical payment experience, credit documentation, public information, and current economic trends among other factors. The Company analyzes loans individually by classifying the loans as to credit risk. This analysis is performed on all loans at origination, and is updated on a quarterly basis for loans risk rated Watch, Special Mention, Substandard, or Doubtful. A sample of lending relationships are subject to an independent loan review annually, in order to verify risk ratings. The Company uses the following definitions for risk ratings:

Watch – Loans classified as watch exhibit weaknesses that require more than usual monitoring. Issues may include deteriorating financial condition, payments made after due date but within 30 days, adverse industry conditions or management problems.

Special Mention – Loans classified as special mention exhibit signs of further deterioration but still generally make payments within 30 days. This is a transitional rating and loans should typically not be rated Special Mention for more than 12 months.

Substandard – Loans classified as substandard possess weaknesses that jeopardize the ultimate collection of the principal and interest outstanding. These loans may exhibit continued financial losses, ongoing delinquency, overall poor financial condition, and insufficient collateral.

Doubtful – Loans classified as doubtful have all the weaknesses of substandard loans, and have deteriorated to the level that there is a high probability of substantial loss.

Loans not meeting the criteria above that are analyzed individually as part of the above described process are considered to be Pass rated loans.

A periodic review of selected credits (based on loan size and type) is conducted to identify loans with heightened risk or probable losses and to assign risk grades. The primary responsibility for this review rests with loan administration personnel. This review is supplemented with periodic examinations of both selected credits and the credit review process by the Company’s internal audit function and applicable regulatory agencies. The information from these reviews assists management in the timely identification of problems and potential problems and provides a basis for deciding whether the credit continues to share similar risk characteristics with collectively evaluated loan pools, or whether credit losses for the loan should be evaluated on an individual loan basis.

The following table presents the credit risk profile of the Company’s loan portfolio based on rating category and year of origination as of June 30, 2025. This table includes PCD loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

1-4 Family residential real estate

Pass

$

204,048

$

110,823

$

133,616

$

167,711

$

126,851

$

132,126

$

112,346

$

987,521

Watch

 

620

 

261

 

376

 

360

 

277

 

250

 

 

2,144

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

734

 

190

 

346

 

33

 

1,359

 

118

 

2,780

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 Family residential real estate

$

204,668

$

111,818

$

134,182

$

168,417

$

127,161

$

133,735

$

112,464

$

992,445

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

115,266

$

82,983

$

213,647

$

273,348

$

76,522

$

70,869

$

7,570

$

840,205

Watch

 

 

1,770

 

15,146

 

213

 

 

 

 

17,129

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

64

 

4,490

 

26,429

 

 

 

 

30,983

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

115,266

$

84,817

$

233,283

$

299,990

$

76,522

$

70,869

$

7,570

$

888,317

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

72,469

$

57,047

$

87,899

$

79,946

$

73,291

$

43,764

$

21,206

$

435,622

Watch

 

1,440

 

2,234

 

287

 

83

 

 

73

 

 

4,117

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

868

 

969

 

901

 

71

 

436

 

 

3,245

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

73,909

$

60,149

$

89,155

$

80,930

$

73,362

$

44,273

$

21,206

$

442,984

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

79,658

$

19,078

$

179,905

$

69,862

$

56,328

$

13,577

$

1,402

$

419,810

Watch

 

1,571

 

 

 

1,377

 

 

 

 

2,948

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

81,229

$

19,078

$

179,905

$

71,239

$

56,328

$

13,577

$

1,402

$

422,758

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

161,995

$

32,148

$

117,395

$

9,144

$

1,829

$

1,396

$

2,020

$

325,927

Watch

 

 

 

 

 

 

63

 

 

63

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

5,743

 

 

 

 

672

 

 

6,415

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

161,995

$

37,891

$

117,395

$

9,144

$

1,829

$

2,131

$

2,020

$

332,405

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

56,350

$

24,526

$

36,351

$

40,456

$

37,094

$

11,570

$

18,747

$

225,094

Watch

 

3,883

 

1,092

 

2,145

 

5,603

 

4,043

 

 

475

 

17,241

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

35

 

2,206

 

257

 

150

 

 

 

 

2,648

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

60,268

$

27,824

$

38,753

$

46,209

$

41,137

$

11,570

$

19,222

$

244,983

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

169,734

$

38,321

$

36,459

$

31,607

$

16,918

$

6,016

$

192,310

$

491,365

Watch

 

3,966

 

4,565

 

2,453

 

 

250

 

13

 

4,437

 

15,684

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

753

 

111

 

165

 

935

 

53

 

239

 

954

 

3,210

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

174,453

$

42,997

$

39,077

$

32,542

$

17,221

$

6,268

$

197,701

$

510,259

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

43,446

$

13,230

$

5,631

$

1,910

$

4,363

$

302

$

119,345

$

188,227

Watch

 

3,319

 

888

 

 

83

 

 

 

13,357

 

17,647

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

26

 

127

 

81

 

8

 

 

12

 

 

254

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

46,791

$

14,245

$

5,712

$

2,001

$

4,363

$

314

$

132,702

$

206,128

Consumer

 

 

 

 

 

 

 

 

Pass

$

29,912

$

11,264

$

8,330

$

3,189

$

938

$

172

$

1,483

$

55,288

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

50

 

20

 

12

 

17

 

 

 

 

99

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

29,962

$

11,284

$

8,342

$

3,206

$

938

$

172

$

1,483

$

55,387

All other loans

 

 

 

 

 

 

 

 

Pass

$

2,334

$

869

$

245

$

82

$

132

$

1,440

$

$

5,102

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

2,334

$

869

$

245

$

82

$

132

$

1,440

$

$

5,102

Total Loans

 

 

 

 

 

 

 

 

Pass

$

935,212

$

390,289

$

819,478

$

677,255

$

394,266

$

281,232

$

476,429

$

3,974,161

Watch

 

14,799

 

10,810

 

20,407

 

7,719

 

4,570

 

399

 

18,269

 

76,973

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

864

 

9,873

 

6,164

 

28,786

 

157

 

2,718

 

1,072

 

49,634

Doubtful

 

 

 

 

 

 

 

 

Total

$

950,875

$

410,972

$

846,049

$

713,760

$

398,993

$

284,349

$

495,770

$

4,100,768

At June 30, 2025, PCD loans comprised $35.1 million of credits rated “Pass”; $2.7 million of credits rated “Watch”; none rated “Special Mention”; $8.0 million of credits rated “Substandard”; and none rated “Doubtful”.

The following table presents the credit risk profile of the Company’s loan portfolio based on rating category and year of origination as of June 30, 2024. This table includes PCD loans, which are reported according to risk categorization after acquisition based on the Company’s standards for such classification:

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

1-4 Family residential real estate

Pass

$

167,734

$

157,530

$

195,002

$

142,721

$

66,292

$

92,728

$

99,365

$

921,372

Watch

 

877

 

289

 

87

 

396

 

98

 

23

 

 

1,770

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

686

 

797

 

243

 

183

 

30

 

294

 

22

 

2,255

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 Family residential real estate

$

169,297

$

158,616

$

195,332

$

143,300

$

66,420

$

93,045

$

99,387

$

925,397

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

120,914

$

232,802

$

294,138

$

102,380

$

33,691

$

55,190

$

6,470

$

845,585

Watch

 

4,658

 

16,232

 

209

 

1,513

 

4,443

 

1,404

 

 

28,459

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

43

 

25,683

 

 

 

 

 

25,726

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

125,572

$

249,077

$

320,030

$

103,893

$

38,134

$

56,594

$

6,470

$

899,770

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

63,251

$

98,776

$

89,361

$

86,975

$

25,664

$

26,124

$

20,147

$

410,298

Watch

 

1,252

 

6,492

 

1,178

 

154

 

 

1,181

 

520

 

10,777

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

3,233

 

 

2,199

 

 

 

428

 

541

 

6,401

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

67,736

$

105,268

$

92,738

$

87,129

$

25,664

$

27,733

$

21,208

$

427,476

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

104,162

$

143,538

$

27,524

$

4,379

$

3,887

$

679

$

1,518

$

285,687

Watch

 

652

 

2,906

 

131

 

 

 

 

 

3,689

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

1,129

 

36

 

 

 

 

 

 

1,165

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

105,943

$

146,480

$

27,655

$

4,379

$

3,887

$

679

$

1,518

$

290,541

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

39,491

$

46,387

$

56,407

$

49,334

$

9,947

$

9,238

$

18,003

$

228,807

Watch

 

281

 

100

 

197

 

 

259

 

 

 

837

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

2,265

 

281

 

 

283

 

 

 

47

 

2,876

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

42,037

$

46,768

$

56,604

$

49,617

$

10,206

$

9,238

$

18,050

$

232,520

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

116,173

$

60,404

$

43,205

$

43,879

$

3,145

$

4,863

$

174,181

$

445,850

Watch

 

1,031

 

250

 

43

 

 

 

228

 

404

 

1,956

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

272

 

275

 

859

 

 

116

 

769

 

50

 

2,341

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

117,476

$

60,929

$

44,107

$

43,879

$

3,261

$

5,860

$

174,635

$

450,147

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

40,980

$

11,288

$

4,115

$

6,159

$

1,965

$

229

$

110,396

$

175,132

Watch

 

170

 

37

 

204

 

 

 

127

 

217

 

755

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

5

 

23

 

9

 

17

 

 

27

 

 

81

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

41,155

$

11,348

$

4,328

$

6,176

$

1,965

$

383

$

110,613

$

175,968

Consumer

 

 

 

 

 

 

 

 

Pass

$

30,317

$

17,318

$

6,547

$

2,268

$

467

$

54

$

2,683

$

59,654

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

3

 

11

 

3

 

 

 

 

17

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

30,317

$

17,321

$

6,558

$

2,271

$

467

$

54

$

2,683

$

59,671

All other loans

 

 

 

 

 

 

 

 

Pass

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Total Loans

 

 

 

 

 

 

 

 

Pass

$

720,679

$

926,158

$

802,592

$

515,857

$

166,539

$

196,262

$

432,843

$

3,760,930

Watch

 

8,921

 

26,306

 

2,049

 

2,063

 

4,800

 

2,963

 

1,141

 

48,243

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

7,590

 

1,458

 

29,004

 

486

 

146

 

1,518

 

660

 

40,862

Doubtful

 

 

 

 

 

 

 

 

Total

$

737,190

$

953,922

$

833,645

$

518,406

$

171,485

$

200,743

$

434,644

$

3,850,035

At June 30, 2024, PCD loans comprised $40.9 million of credits rated “Pass”; $8.4 million of credits rated “Watch”; none rated “Special Mention”; $3.1 million of credits rated “Substandard”; and none rated “Doubtful”.

Past Due Loans. The following tables present the Company’s loan portfolio aging analysis as of June 30, 2025 and 2024. These tables include PCD loans, which are reported according to aging analysis after acquisition based on the Company’s standards for such classification:

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2025

1-4 Family residential real estate

$

1,317

$

1,973

$

2,442

$

5,732

$

986,713

$

992,445

$

Non-owner occupied commercial real estate

 

62

 

 

5,784

 

5,846

 

882,471

 

888,317

 

Owner occupied commercial real estate

 

 

116

 

989

 

1,105

 

441,879

 

442,984

 

Multi-family real estate

 

 

 

 

 

422,758

 

422,758

 

Construction and land development

 

315

 

12

 

5,743

 

6,070

 

326,335

 

332,405

 

Agriculture real estate

 

178

 

11

 

2,613

 

2,802

 

242,181

 

244,983

 

Commercial and industrial

 

1,055

 

219

 

1,837

 

3,111

 

507,148

 

510,259

 

Agriculture production

 

163

 

164

 

78

 

405

 

205,723

 

206,128

 

Consumer

 

380

 

98

 

74

 

552

 

54,835

 

55,387

 

All other loans

 

 

 

 

 

5,102

 

5,102

 

Total loans

$

3,470

$

2,593

$

19,560

$

25,623

$

4,075,145

$

4,100,768

$

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2024

 

  

 

  

 

  

 

  

 

  

 

  

 

  

1-4 Family residential real estate

$

890

$

2,087

$

664

$

3,641

$

921,756

$

925,397

$

Non-owner occupied commercial real estate

 

107

 

 

 

107

 

899,663

 

899,770

 

Owner occupied commercial real estate

 

305

 

 

1,060

 

1,365

 

426,111

 

427,476

 

Multi-family real estate

 

 

 

 

 

384,564

 

384,564

 

Construction and land development

 

251

 

377

 

 

628

 

289,913

 

290,541

 

Agriculture real estate

 

573

 

 

35

 

608

 

231,912

 

232,520

 

Commercial and industrial

 

641

 

83

 

1,335

 

2,059

 

448,088

 

450,147

 

Agriculture production

 

50

 

 

344

 

394

 

175,574

 

175,968

 

Consumer

 

311

 

74

 

14

 

399

 

59,272

 

59,671

 

All other loans

 

 

 

 

 

3,981

 

3,981

 

Total loans

$

3,128

$

2,621

$

3,452

$

9,201

$

3,840,834

$

3,850,035

$

At June 30, 2025 there were three PCD loans totaling $6.2 million that were greater than 90 days past due, and there was one at June 30, 2024 totaling $560,000.

Loans that experience insignificant payment delays and payment shortfalls generally are not adversely classified or determined to not share similar risk characteristics with collectively evaluated pools of loans for determination of the ACL estimate. Management determines the significance of payment delays and payment shortfalls on a case-by-case basis, taking into consideration all of the circumstances surrounding the loan and the borrower, including the length of the delay, the reasons for the delay, the borrower’s prior payment record and the amount of the shortfall in relation to the principal and interest owed. Significant payment delays or shortfalls may lead to a determination that a loan should be individually evaluated for estimated credit losses.

Collateral-dependent Loans. The following table presents the Company’s collateral-dependent loans and related ACL at June 30, 2025 and 2024:

Allowance on

(dollars in thousands)

Primary Type of Collateral

Collateral

June 30, 2025

Real Estate

Land

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

1-4 Family residential real estate

 

$

752

$

$

$

752

$

117

Non-owner occupied commercial real estate

31,764

31,764

6,456

Owner occupied commercial real estate

811

541

1,352

290

Construction and land development

5,743

661

6,404

161

Agriculture real estate

1,695

1,695

Commercial and industrial

494

3,128

3,622

1,129

Total loans

$

41,259

$

661

$

3,669

$

45,589

$

8,153

Allowance on

(dollars in thousands)

Primary Type of Collateral

Collateral

June 30, 2024

Real Estate

Land

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

1-4 Family residential real estate

 

$

797

$

$

$

797

$

116

Non-owner occupied commercial real estate

23,457

23,457

10,175

Commercial and industrial

2,705

2,705

635

Total loans

$

24,254

$

$

2,705

$

26,959

$

10,926

Nonaccrual Loans. The following table presents the Company’s amortized cost basis of nonaccrual loans segmented by class of loans at June 30, 2025 and 2024.

    

    

(dollars in thousands)

June 30, 2025

June 30, 2024

1-4 Family residential real estate

$

2,847

$

1,391

Non-owner occupied commercial real estate

 

5,784

 

Owner occupied commercial real estate

 

1,309

 

1,102

Construction and land development

 

5,789

 

108

Agriculture real estate

 

3,268

 

1,896

Commercial and industrial

 

3,442

 

1,703

Agriculture production

 

505

 

461

Consumer

 

96

 

19

Total loans

$

23,040

$

6,680

At June 30, 2025, there were four nonaccrual loans, totaling $7.4 million that were individually evaluated for which no ACL was recorded, and none at June 30, 2024.

Modifications to Borrowers Experiencing Financial Difficulty. During fiscal 2025, ten loans totaling $25.7 million, were modified for borrowers experiencing financial difficulty. During fiscal 2024, two loans totaling $859,000, were modified for borrowers experiencing financial difficulty. Loans classified as modifications to borrowers experiencing financial difficulty outstanding at June 30, 2025 and 2024 are shown in the following tables segregated by portfolio segment and type of modification. The percentage of amortized cost of loans that were modified compared to total outstanding loans is also presented below.

June 30, 2025

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 Family residential real estate

$

$

$

24

$

0.00

%  

Non-owner occupied commercial real estate

 

 

22,270

 

 

2.51

%  

Owner occupied commercial real estate

 

 

 

 

2,701

0.61

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

661

0.20

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

54

 

 

0.01

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

22,324

$

24

$

3,362

0.63

%  

None of the modifications made during fiscal 2025 were more than 90 days past due, and none defaulted during fiscal 2025. For modifications to loans made to borrowers experiencing financial difficulty that are adversely classified, the Company determines the ACL on an individual basis, using the same process that it utilizes for other adversely classified loans. The effect of most modifications made to borrowers experiencing financial difficulty is already included in the ACL because of the measurement methodologies used to estimate the allowance. As a result, a change to the ACL is generally not recorded upon modification.

June 30, 2024

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 Family residential real estate

$

$

$

$

%  

Non-owner occupied commercial real estate

 

 

 

 

%  

Owner occupied commercial real estate

 

 

 

 

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

859

 

 

0.19

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

859

$

$

0.02

%  

Both loan modifications made during fiscal 2024 were more than 90 days past due, and were classified as substandard at June 30, 2024. Both of these loans defaulted in fiscal 2024.

Real Estate Foreclosures. The Company may obtain physical possession of real estate collateralizing a residential mortgage loan or home equity loan via foreclosure, deed in lieu, or in-substance repossession. As of June 30, 2025 and June 30, 2024, the carrying value of foreclosed residential real estate properties as a result of obtaining physical possession was $0 and $74,000, respectively. In addition, as of June 30, 2025 and 2024, the Company had residential mortgage loans and home equity loans with a carrying value of $769,000 and $193,000 respectively, collateralized by residential real estate property for which formal foreclosure proceedings were in process.

Following is a summary of loans to executive officers, directors, significant shareholders and their affiliates held by the Company at June 30, 2025 and 2024, respectively:

June 30, 

(dollars in thousands)

    

2025

    

2024

Beginning Balance

 

$

11,101

$

10,547

Additions

 

 

8,816

 

6,465

Repayments

 

 

(7,228)

 

(5,911)

Change in related party

 

 

1,688

 

Ending Balance

 

$

14,377

$

11,101

v3.25.2
Premises and Equipment
12 Months Ended
Jun. 30, 2025
Premises and Equipment  
Premises and Equipment

NOTE 4: Premises and Equipment

Following is a summary of premises and equipment:

June 30, 

(dollars in thousands)

2025

    

2024

Land

$

15,386

$

15,376

Buildings and improvements

 

85,512

 

84,474

Construction in progress

 

2,754

 

829

Furniture, fixtures, equipment and software

 

29,386

 

27,850

Automobiles

 

118

 

112

Operating leases ROU asset

 

6,991

 

6,669

 

140,147

 

135,310

Less accumulated depreciation

 

44,165

 

39,358

$

95,982

$

95,952

Leases. The Company elected certain relief options under ASU 2016-02, Leases (Topic 842), including the option not to recognize right of use asset and lease liabilities that arise from short-term leases (leases with terms of twelve months or less). At June 30, 2025, the Company had ten leased properties, which included banking facilities, administrative offices and ground leases, and numerous office equipment lease agreements in which it is the lessee, with lease terms exceeding twelve months.

All of the Company’s leases are classified as operating leases. These operating leases are included as a ROU asset in the premises and equipment line item on the Company’s consolidated balance sheets. The corresponding lease liability is included in the accounts payable and other liabilities line item on the Company’s consolidated balance sheets.

In the February 2022 Fortune merger, the Company assumed a ground lease with an entity that is controlled by a Company insider. This property is in St. Louis County, MO and is in its fifth year of a twenty year term.

ASU 2016-02 also requires certain other accounting elections. The Company elected the short-term lease recognition exemption for all leases that qualify, meaning those with terms under twelve months. ROU assets or lease liabilities are not to be recognized for short-term leases. The calculated amount of the ROU assets and lease liabilities in the table below are impacted by the length of the lease term and the discount rate used to present value the minimum lease payments. The Company’s lease agreements often include one or more options to renew at the Company’s discretion. If at lease inception, the Company considers the exercising of a renewal option to be reasonably certain, the Company will include the extended term in the calculation of the ROU asset and lease liability. Regarding the discount rate, the ASU requires the use of the rate implicit in the lease whenever this rate is readily determinable. As this rate is rarely determinable, the Company utilizes its incremental borrowing rate at lease inception over a similar term. The range of discount rate utilized was 5.0% to 8.5%. The expected lease terms range from 18 months to 20 years.

At or For the Twelve

At or For the Twelve

Months Ended

Months Ended

(dollars in thousands)

June 30, 2025

June 30, 2024

Consolidated Statement of Income

Operating lease costs classified as occupancy and equipment expense

$

1,192

$

1,215

(includes short-term lease costs)

Supplemental disclosures of cash flow information

Cash paid for amounts included in the measurement of lease liabilities:

Operating cash flows from operating leases

$

760

$

840

ROU assets obtained in exchange for operating lease obligations:

$

$

2,445

At June 30, 2025, future expected lease payments for leases with terms exceeding one year were as follows:

(dollars in thousands)

    

  

2026

$

839

2027

 

833

2028

 

848

2029

 

850

2030

 

834

Thereafter

 

7,662

Future lease payments expected

11,866

Less: present value discount

(4,875)

Total lease liability

$

6,991

The Company leases facilities it owns or portions of facilities it owns to other third parties. The Company has determined that all of these lease agreements, in terms of being the lessor, are classified as operating leases. For the years ended June 30, 2025 and 2024, income recognized from these lessor agreements was $432,000 and $334,000, respectively. Income from lessor agreements was included in net occupancy and equipment expense.

v3.25.2
Deposits
12 Months Ended
Jun. 30, 2025
Deposits  
Deposits

NOTE 5: Deposits

Deposits are summarized as follows:

June 30, 

(dollars in thousands)

    

2025

    

2024

Non-interest bearing accounts

$

508,110

$

514,107

NOW accounts

 

1,132,298

 

1,239,663

Money market deposit accounts

 

331,251

 

336,799

Savings accounts

 

661,115

 

517,084

 

 

TOTAL NON-MATURITY DEPOSITS

 

2,632,774

 

2,607,653

Certificates

 

 

0.00-0.99%

 

6,211

 

17,862

1.00-1.99%

 

14,021

 

33,395

2.00-2.99%

 

8,314

 

46,195

3.00-3.99%

 

240,321

 

149,095

4.00-4.99%

 

1,347,081

 

671,562

5.00-5.99%

 

32,646

 

412,418

6.00% and above

 

 

4,879

TOTAL CERTIFICATES

 

1,648,594

 

1,335,406

TOTAL DEPOSITS

 

4,281,368

 

3,943,059

The aggregate amount of deposits with a minimum denomination of $250,000 was $1.4 billion and $1.2 billion at June 30, 2025 and 2024, respectively.

Certificate maturities are summarized as follows:

(dollars in thousands)

    

July 1, 2025 to June 30, 2026

$

1,224,472

July 1, 2026 to June 30, 2027

284,186

July 1, 2027 to June 30, 2028

89,055

July 1, 2028 to June 30, 2029

36,602

July 1, 2029 to June 30, 2030

14,279

TOTAL

$

1,648,594

Brokered certificates totaled $233.6 million and $171.8 million at June 30, 2025 and 2024, respectively. Deposits from executive officers, directors, significant shareholders and their affiliates (related parties) held by the Company at June 30, 2025 and 2024 totaled approximately $14.4 million and $6.5 million, respectively.

v3.25.2
Repurchase Agreements
12 Months Ended
Jun. 30, 2025
Repurchase Agreements  
Repurchase Agreements

NOTE 6:  Repurchase Agreements

Securities sold under agreements to repurchase totaled $15.0 million at June 30, 2025, an increase of $5.6 million from $9.4 million at June 30, 2024. The following table sets forth the outstanding amounts and interest rates as of June 30, 2025 and June 30, 2024:

June 30, 

June 30, 

 

(dollars in thousands)

2025

2024

 

Period-end balance

$

15,000

$

9,398

Average balance during the period

 

14,330

 

9,398

Maximum month-end balance during the period

 

15,000

 

9,398

Average interest during the period

 

5.35

%

 

4.80

%

Period-end interest rate

 

5.11

%

 

5.39

%

The repurchase agreements mature daily and the following sets forth the collateral pledged by class for repurchase agreements:

June 30, 

June 30, 

(dollars in thousands)

2025

2024

Mortgage-backed securities (MBS)

$

15,353

$

9,981

v3.25.2
Advances from Federal Home Loan Bank
12 Months Ended
Jun. 30, 2025
Advances from Federal Home Loan Bank  
Advances from Federal Home Loan Bank

NOTE 7:  Advances from Federal Home Loan Bank

Advances from Federal Home Loan Bank are summarized as follows:

Interest

June 30, 

 

Maturity

Rate

2025

2024

 

(dollars in thousands)

07/24/24

0.66

%  

1,995

08/13/24

1.88

%  

3,000

03/06/25

1.01

%  

3,000

07/15/25

0.77

%  

1,995

1,967

04/20/26

4.39

%  

5,000

5,000

06/22/26

4.55

%  

5,000

5,000

06/26/26

4.49

%  

5,000

5,000

07/17/26

4.54

%  

5,000

5,000

07/22/26

1.10

%  

1,973

1,951

12/14/26

2.65

%  

84

137

04/12/27

4.04

%  

5,000

5,000

04/27/27

4.07

%  

5,000

5,000

05/03/27

3.95

%  

5,000

5,000

05/12/27

3.86

%  

5,000

5,000

06/22/27

4.38

%  

5,000

5,000

06/25/27

4.34

%  

5,000

5,000

07/19/27

4.37

%  

5,000

5,000

07/19/27

4.22

%  

10,000

03/23/28

3.85

%  

10,000

10,000

03/24/28

3.93

%  

10,000

10,000

06/22/28

4.21

%  

5,000

5,000

06/26/28

4.18

%  

5,000

5,000

07/18/28

4.19

%  

5,000

5,000

TOTAL

$

104,052

$

102,050

Weighted-average rate

4.05

%

3.82

%

Of the advances outstanding at June 30, 2025, none are callable by the FHLB prior to maturity. In addition to the above advances, the Bank had additional available credit amounting to $752.6 million and $742.5 million with the FHLB at June 30, 2025 and 2024, respectively.

Advances from FHLB of Des Moines are secured by FHLB stock and commercial real estate loans, one- to four-family mortgage loans and multi-family mortgage loans pledged. To secure outstanding advances and the Bank’s line of credit, loans totaling $1.5 billion and $1.4 billion were pledged to the FHLB at June 30, 2025 and 2024, respectively. The principal maturities of FHLB advances at June 30, 2025, are below:

June 30, 2025

FHLB Advance Maturities

    

(dollars in thousands)

July 1, 2025 to June 30, 2026

$

16,995

July 1, 2026 to June 30, 2027

37,057

July 1, 2027 to June 30, 2028

45,000

July 1, 2028 to June 30, 2029

5,000

July 1, 2029 to June 30, 2030

TOTAL

$

104,052

v3.25.2
Subordinated Debt
12 Months Ended
Jun. 30, 2025
Subordinated Debt.  
Subordinated Debt

NOTE 8: Subordinated Debt

In March 2004, the Company established Southern Missouri Statutory Trust I as a statutory business trust, to issue Floating Rate Capital Securities (the “Trust Preferred Securities”). The securities mature in 2034, became redeemable after five years, and bear interest at a floating rate based on SOFR. The securities represent undivided beneficial interests in the trust, which was established by the Company for the purpose of issuing the securities. The Trust Preferred Securities were sold in a private transaction exempt from registration under the Securities Act of 1933, as amended (the “Act”) and have not been registered under the Act. The securities may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Southern Missouri Statutory Trust I used the proceeds from the sale of the Trust Preferred Securities to purchase Junior Subordinated Debentures (the “Debentures”) of the Company which have terms identical to the Trust Preferred Securities. At June 30, 2025, the Debentures carried an interest rate of 7.32%. The balance of the Debentures outstanding was $7.2 million at June 30, 2025 and June 30, 2024. The Company used its net proceeds for working capital and investment in its subsidiaries.

In connection with the October 2013 Ozarks Legacy Community Financial, Inc. (OLCF) merger, the Company assumed $3.1 million in floating rate junior subordinated debt securities. The debt securities had been issued in June 2005 by OLCF in connection with the sale of trust preferred securities, bear interest at a floating rate based on SOFR, are now redeemable at par, and mature in 2035. At June 30, 2025 the current rate was 7.03%. The carrying value of the debt securities was approximately $2.8 million at June 30, 2025 and June 30, 2024.

In connection with the August 2014 Peoples Service Company, Inc. (PSC) merger, the Company assumed $6.5 million in floating rate junior subordinated debt securities. The debt securities had been issued in 2005 by PSC’s subsidiary bank holding company, Peoples Banking Company, in connection with the sale of trust preferred securities, bear interest at a floating rate based on SOFR, are now redeemable at par, and mature in 2035. At June 30, 2025, the current rate was 6.38%. The carrying value of the debt securities was approximately $5.6 million at June 30, 2025 and 2024.

The Company’s investment at a face amount of $505,000 in these trusts is included with Prepaid Expenses and Other Assets in the consolidated balance sheets, and was carried at a value of $471,000 and $467,000 at June 30, 2025 and June 30, 2024, respectively.

In connection with the February 2022 Fortune merger, the Company assumed $7.5 million in fixed-to-floating rate subordinated notes. The notes had been issued in May 2021 by Fortune to a multi-lender group, bear interest through May 2026 at a fixed rate of 4.5%, and will bear interest thereafter at SOFR plus 3.77%. The notes will be redeemable at par beginning in May 2026, and mature in May 2031. The carrying value of the notes was approximately $7.5 million and $7.6 million at June 30, 2025 and 2024, respectively.

v3.25.2
Employee Benefits
12 Months Ended
Jun. 30, 2025
Employee Benefits  
Employee Benefits

NOTE 9: Employee Benefits

401(k) Retirement Plan. The Bank has a 401(k) retirement plan that covers substantially all eligible employees. The Bank makes “safe harbor” matching contributions of up to 4% of eligible compensation, depending upon the percentage of eligible pay deferred into the plan by the employee. Additional profit-sharing contributions of 5% of eligible salary have been accrued for the plan year ended June 30, 2025, which the board of directors authorizes based on management recommendations and financial performance for fiscal 2025. Total 401(k) expense for fiscal 2025, 2024, and 2023, was $2.4 million, $2.8 million, and $2.4 million, respectively. At June 30, 2025 and 2024, 401(k) plan participants held approximately 418,000 and 412,000 shares, respectively, of the Company’s stock in the plan. Employee deferrals and safe harbor contributions are fully vested. Profit-sharing or other contributions vest over a period of five years.

2008 Equity Incentive Plan. The Company adopted an Equity Incentive Plan (the EIP) in 2008, reserving for award 132,000 shares (split-adjusted). EIP shares were available for award to directors, officers, and employees of the Company and its affiliates by a committee of outside directors. The committee held the power to set vesting requirements for each award under the EIP. At the 2017 annual meeting, shareholders approved the 2017 Omnibus Incentive Plan, which provided that no further awards would be made under the EIP. From fiscal 2012 through fiscal

2017, the Company awarded 122,803 shares, and no awards were made under the plan since fiscal 2017. All EIP awards were in the form of either restricted stock vesting at the rate of 20% of such shares per year, or performance-based restricted stock vesting at up to of 20% of such shares per year, contingent on the achievement of specified profitability targets over a three-year period. Compensation expense, in the amount of the fair market value of the common stock at the date of grant, is recognized pro-rata over the five years during which the shares vest. At June 30, 2025, no awards remained outstanding, and there was no unvested compensation expense related to the EIP.

2003 Stock Option Plan. The Company adopted a stock option plan in October 2003 (the 2003 Plan). Under the plan, the Company granted options to purchase 242,000 shares (split-adjusted) to employees and directors, of which, options to purchase 197,000 shares (split-adjusted) have been exercised, and options to purchase 45,000 shares (split-adjusted) have been forfeited. Under the 2003 Plan, exercised options may be issued from either authorized but unissued shares, or treasury shares. At the 2017 annual meeting, shareholders approved the 2017 Omnibus Incentive Plan, which provided that no further awards would be made under the 2003 Plan.

As of June 30, 2025, no options remained outstanding and there was no remaining unrecognized compensation expense related to unvested stock options under the 2003 Plan. No options to purchase shares were vested in fiscal 2025, 2024, or 2023. There were no shares exercised in fiscal 2025, 10,000 shares were exercised in fiscal 2024, and none were exercised in fiscal 2023.

2017 Omnibus Incentive Plan. The Company adopted an equity-based incentive plan in October 2017 (the 2017 Plan). Under the 2017 plan, the Company reserved for issuance 500,000 shares of common stock for awards to employees and directors, against which full value awards (stock-based awards other than stock options and stock appreciation rights) are to be counted on a 2.5-for-1 basis. The 2017 Plan authorized awards to be made to employees, officers, and directors by a committee of outside directors. The committee held the power to set vesting requirements for each award under the 2017 Plan. Under the 2017 Plan, stock awards and shares issued pursuant to exercised options may be issued from either authorized but unissued shares, or treasury shares.

Under the 2017 Plan, as of June 30, 2025, options to purchase 161,500 shares have been granted to employees and directors, of which 6,000 options have been exercised, 15,000 have been forfeited, and 140,500 remain outstanding. As of June 30, 2025, there was $1.0 million in remaining unrecognized compensation expense related to unvested stock options under the 2017 Plan, which will be recognized over the remaining weighted average vesting period. The aggregate intrinsic value of in-the-money stock options outstanding under the 2017 Plan at June 30, 2025, was $1.5 million, and 6,900 options were exercisable and out-of-the-money at June 30, 2025, with a strike price in excess of the market price. The intrinsic value of options vested in fiscal 2025, 2024, and 2023 was $218,000, $126,000, and $42,000, respectively. 

Under the 2017 Plan, full value awards totaling 0, 26,600, and 28,650 shares, respectively, were issued to employees and directors in fiscal 2025, 2024, and 2023. All full value awards were in the form of either:

restricted stock vesting at the rate of one-fifth of such shares per year,
performance-based restricted stock vesting at up to 20% of such shares per year, contingent on the achievement of specified profitability targets over a trailing three-year period,
restricted stock vesting at the rate of one-third of such shares per year, or
restricted stock vesting after a three-year service requirement.

During fiscal 2025, 2024, and 2023, full value awards of 29,523, 16,624, and 15,140 shares were vested, respectively. Compensation expense, in the amount of the fair market value of the common stock at the date of grant, is recognized pro-rata over the vesting period. Compensation expense for full value awards under the 2017 Plan for fiscal 2025, 2024, and 2023 was $845,000, $903,000, and $833,000, respectively. At June 30, 2025, unvested compensation expense related to full value awards under the 2017 Plan was approximately $1.6 million.

2024 Omnibus Incentive Plan. The Company adopted an equity-based incentive plan in October 2024 (the 2024 Plan). Under the 2024 Plan, the Company reserved for issuance 650,000 shares of common stock for awards to employees and directors, against which full value awards (stock-based awards other than stock options and stock

appreciation rights) are to be counted on a 2.5-for-1 basis. The 2024 Plan authorized awards to be made to employees, officers, and directors by a committee of outside directors. The committee held the power to set vesting requirements for each award under the 2024 Plan. Under the 2024 Plan, stock awards and shares issued pursuant to exercised options may be issued from either authorized but unissued shares, or treasury shares.

Under the 2024 Plan, as of June 30, 2025, options to purchase 12,000 shares have been granted to employees and directors, of which none have been exercised or forfeited, and 12,000 remain outstanding. As of June 30, 2025, there was $298,000 in remaining unrecognized compensation expense related to unvested stock options under the 2024 Plan, which will be recognized over the remaining weighted average vesting period. The aggregate intrinsic value of in-the-money stock options outstanding under the 2024 Plan at June 30, 2025, was $0, and no options were exercisable and out-of-the-money at June 30, 2025, with a strike price in excess of the market price.

Under the 2024 Plan, full value awards totaling 22,800 shares were issued to employees and directors in fiscal 2025. Compensation expense for full value awards under the 2024 Plan for fiscal 2025 was $115,000. At June 30, 2025, unvested compensation expense related to full value awards under the 2024 Plan was approximately $1.3 million. All full value awards were in the form of either:

restricted stock vesting at the rate of one-fifth of such shares per year,
performance-based restricted stock vesting at up to 20% of such shares per year, contingent on the achievement of specified profitability targets over a trailing three-year period.

Changes in options outstanding under the 2003 Plan, the 2017 Plan, and the 2024 Plan were as follows:

2025

2024

2023

Weighted

Weighted

Weighted

Average

Average

Average

Price

Number

Price

Number

Price

Number

Outstanding at beginning of year

$

34.43

140,500

$

39.63

148,000

$

36.56

104,000

Granted

60.42

12,000

40.74

23,500

38.58

44,000

Exercised

24.49

(16,000)

Forfeited

 

 

42.35

(15,000)

 

Outstanding at year-end

$

42.76

152,500

$

34.43

140,500

$

39.63

148,000

Options exercisable at year-end

$

39.51

88,500

$

38.44

65,800

$

33.89

63,700

The following is a summary of the assumptions used in the Black-Scholes pricing model in determining the fair values of options granted during fiscal years 2025, 2024, and 2023:

2025

2024

2023

Assumptions:

Expected dividend yield

1.52

%

2.06

%

1.79

%

Expected volatility

 

36.53

%

34.89

%

29.67

%

Risk-free interest rate

4.55

%

4.12

%

3.79

%

Weighted-average expected life (years)

10.00

10.00

10.00

Weighted-average fair value of options granted during the year

$

27.06

$

15.88

$

16.68

The table below summarizes information about stock options outstanding under the 2017 Plan, and the 2024 Plan at June 30, 2025:

Weighted

Options Outstanding

Options Exercisable

Average

Weighted

Weighted

Remaining

Average

Average

Contractual

Number

Exercise

Number

Exercise

Life

Outstanding

Price

Exercisable

Price

31 mo.

11,500

37.31

11,500

37.31

42 mo.

15,500

34.35

15,500

34.35

56 mo.

15,500

37.40

15,500

37.40

67 mo.

23,000

34.91

18,400

34.91

79 mo.

11,500

53.82

6,900

53.82

85 mo.

7,500

46.59

3,000

46.59

92 mo.

32,500

46.94

13,000

46.94

99 mo.

3,500

40.28

700

40.28

103 mo.

20,000

40.82

4,000

40.82

116 mo.

12,000

60.42

60.42

v3.25.2
Income Taxes
12 Months Ended
Jun. 30, 2025
Income Taxes  
Income Taxes

NOTE 10: Income Taxes

The Company and its subsidiary files income tax returns in the U.S. Federal jurisdiction and various states. The Company is no longer subject to federal and state tax examinations by tax authorities for tax years ending June 30, 2019 and before. The Company’s Missouri income tax returns for the fiscal years ending June 30, 2016 through 2018 are under audit by the Missouri Department of Revenue. The Company recognized no interest or penalties related to income taxes for the periods presented.

The components of net deferred tax assets (included in other assets on the condensed consolidated balance sheet) are summarized as follows:

(dollars in thousands)

    

June 30, 2025

    

June 30, 2024

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

12,225

$

12,159

Accrued compensation and benefits

 

1,210

 

1,063

NOL carry forwards acquired

 

24

 

30

Low income housing tax credit carry forward

 

 

396

Unrealized loss on other real estate

 

 

949

Unrealized loss on available for sale securities

3,201

4,915

Other

 

552

 

Total deferred tax assets

 

17,212

 

19,512

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

2,604

 

2,452

Depreciation

 

4,468

 

4,519

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

586

 

705

Other

 

 

529

Total deferred tax liabilities

 

7,778

 

8,325

Net deferred tax asset

$

9,434

$

11,187

As of June 30, 2025, the Company had approximately $110,000 in federal net operating loss carryforwards, which were acquired in the July 2009 Southern Bank of Commerce merger. The amount reported is net of the IRC Sec. 382 limitation, or state equivalent, related to utilization of net operating loss carryforwards of acquired corporations. Unless otherwise utilized, the net operating losses will begin to expire in 2030.

A reconciliation of income tax expense at the statutory rate to the Company’s actual income tax expense is shown below:

For the year ended June 30

(dollars in thousands)

2025

2024

2023

Tax at statutory rate

$

15,539

$

13,253

$

10,387

Increase (reduction) in taxes resulting from:

 

 

 

Nontaxable municipal income

 

(332)

 

(471)

 

(327)

State tax, net of Federal benefit

 

653

 

412

 

46

Cash surrender value of Bank-owned life insurance

 

(438)

 

(401)

 

(318)

Tax credit benefits

 

(710)

 

(12)

 

(19)

Other, net

 

704

 

147

 

457

Actual provision

$

15,416

$

12,928

$

10,226

For the years ended June 30, 2025, 2024, and 2023, income tax expense at the statutory rate was calculated using a 21% annual effective tax rate (AETR). Tax credit benefits are recognized under the proportional amortization method of accounting for investments in tax credits.

v3.25.2
Accumulated Other Comprehensive Loss (AOCL)
12 Months Ended
Jun. 30, 2025
Accumulated Other Comprehensive Loss (AOCL)  
Accumulated Other Comprehensive Loss (AOCL)

NOTE 11: Accumulated Other Comprehensive Loss (AOCL)

The components of AOCL, included in stockholders’ equity, are as follows:

June 30, 

(dollars in thousands)

    

2025

    

2024

Net unrealized loss on securities available-for-sale

$

(14,551)

$

(22,339)

Unrealized loss from defined benefit pension plan

(25)

(27)

(14,576)

(22,366)

Tax effect

3,198

4,911

Net of tax amount

$

(11,378)

$

(17,455)

Amounts reclassified from AOCL and the affected line items in the consolidated statements of income during the years ended June 30, 2025 and 2024, were as follows:

Amounts Reclassified From AOCI

(dollars in thousands)

Affected Line Item in the Condensed

    

2025

    

2024

    

Consolidated Statements of Income

Unrealized gain (loss) on securities available-for-sale

$

48

$

(1,489)

Net realized gains (losses) on sale of AFS securities

Amortization of defined benefit pension items

$

2

$

5

Compensation and benefits (included in computation of net periodic pension costs)

Total reclassified amount before tax

50

(1,484)

Tax benefit

11

(312)

Provision for income tax

Total reclassification out of AOCI

$

40

$

(1,172)

Net Income

v3.25.2
Stockholders' Equity and Regulatory Capital
12 Months Ended
Jun. 30, 2025
Stockholders' Equity and Regulatory Capital  
Stockholders' Equity and Regulatory Capital

NOTE 12: Stockholders’ Equity and Regulatory Capital

The Company and Bank are subject to various regulatory capital requirements administered by the Federal banking agencies. Failure to meet minimum capital requirements can result in certain mandatory – and possibly additional discretionary – actions by regulators that, if undertaken, could have a direct material effect on the Company’s financial statements. Under capital adequacy guidelines and the regulatory framework for prompt corrective action, the Company and Bank must meet specific capital guidelines that involve quantitative measures of the Company and the Bank’s assets, liabilities, and certain off-balance sheet items as calculated under U.S. GAAP, regulatory reporting requirements and regulatory capital standards. The Company and Bank’s capital amounts and classification are also subject to qualitative judgments by the regulators about components, risk weightings, and other factors. Furthermore, the Company and Bank’s regulators could require adjustments to regulatory capital not reflected in the consolidated financial statements.

Quantitative measures established by regulatory capital standards to ensure capital adequacy require the Company and the Bank to maintain minimum amounts and ratios (set forth in the table below) of total capital, Tier 1 capital (as defined), and common equity Tier 1 capital (as defined) to risk-weighted assets (as defined) and of Tier 1 capital (as defined) to average total assets (as defined). Additionally, to make distributions or discretionary bonus payments, the Company and Bank must maintain a capital conservation buffer of 2.5% of risk-weighted assets. Management believes, as of June 30, 2025 and 2024, that the Company and the Bank met all capital adequacy requirements to which they are subject.

In August 2020, the Federal banking agencies adopted a final rule updating a December 2018 rule regarding the impact on regulatory capital of adoption of the CECL standard. The rule now allows institutions that adopt the CECL standard in 2020 a five-year transition period to recognize the estimated impact of adoption on regulatory capital. The Company and the Bank elected to exercise the option to recognize the impact of adoption over the five-year period.

As of June 30, 2025, the most recent notification from the Federal banking agencies categorized the Bank as well capitalized under the regulatory framework for prompt corrective action. To be categorized as well capitalized the Bank must maintain minimum total risk-based, Tier 1 risk-based, common equity Tier 1 risk-based, and Tier 1 leverage ratios as set forth in the table. There are no conditions or events since that notification that management believes have changed the Bank’s category.

The tables below summarize the Company and Bank’s actual and required regulatory capital:

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2025

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

577,150

 

13.95

%

   

$

331,050

 

8.00

%

   

$

n/a

 

n/a

Southern Bank

545,293

13.34

%

326,920

8.00

%

408,650

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

517,842

12.51

%

248,288

6.00

%

n/a

n/a

Southern Bank

494,186

12.09

%

245,190

6.00

%

326,920

8.00

%

Tier I Capital (to Average Assets)

Consolidated

517,842

10.61

%

195,249

4.00

%

n/a

n/a

Southern Bank

494,186

10.05

%

196,782

4.00

%

245,977

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

502,197

12.14

%

186,216

4.50

%

n/a

n/a

Southern Bank

494,186

12.09

%

183,892

4.50

%

265,622

6.50

%

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2024

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

524,023

 

13.23

%

   

$

316,979

 

8.00

%

   

$

n/a

 

n/a

 

Southern Bank

496,105

12.68

%

312,877

8.00

%

391,097

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

467,027

11.79

%

237,734

6.00

%

n/a

n/a

Southern Bank

447,192

11.43

%

234,658

6.00

%

312,877

8.00

%

Tier I Capital (to Average Assets)

Consolidated

467,027

10.19

%

183,262

4.00

%

n/a

n/a

Southern Bank

447,192

9.79

%

182,723

4.00

%

228,403

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

451,474

11.39

%

178,300

4.50

%

n/a

n/a

Southern Bank

447,192

11.43

%

175,993

4.50

%

254,213

6.50

%

The Bank’s ability to pay dividends on its common stock to the Company is restricted to maintain adequate capital as shown in the above tables. Additionally, prior regulatory approval is required for the declaration of any dividends generally in excess of the sum of net income for that calendar year and retained net income for the preceding two calendar years. At June 30, 2025, approximately $59.8 million of the equity of the Bank was available for distribution as dividends to the Company without prior regulatory approval.

v3.25.2
Commitments and Contingencies
12 Months Ended
Jun. 30, 2025
Commitments and Contingencies.  
Commitments and Contingencies

NOTE 13: Commitments and Contingencies

Standby Letters of Credit. In the normal course of business, the Company issues various financial standby, performance standby, and commercial letters of credit for its customers. As consideration for the letters of credit, the institution charges letter of credit fees based on the face amount of the letters and the creditworthiness of the counterparties. These letters of credit are stand­alone agreements, and are unrelated to any obligation the depositor has to the Company.

Standby letters of credit are irrevocable conditional commitments issued by the Company to guarantee the performance of a customer to a third party. Financial standby letters of credit are primarily issued to support public and private borrowing arrangements, including commercial paper, bond financing and similar transactions. Performance standby letters of credit are issued to guarantee performance of certain customers under non-financial contractual obligations. The credit risk involved in issuing standby letters of credit is essentially the same as that involved in extending loans to customers.

The Company had total outstanding standby letters of credit amounting to $4.6 million at June 30, 2025, and $6.2 million at June 30, 2024, with terms ranging from 12 to 24 months. At June 30, 2025, the Company’s deferred revenue under standby letters of credit agreements was nominal.

Off-balance-sheet and Credit Risk. The Company’s Consolidated Financial Statements do not reflect various financial instruments to extend credit to meet the financing needs of its customers.

These financial instruments include commitments to extend credit. These instruments involve, to varying degrees, elements of credit and interest rate risk in excess of the amount recognized in the balance sheets. Lines of credit are agreements to lend to a customer as long as there is no violation of any condition established in the contract. Lines of credit generally have fixed expiration dates. Since a portion of the line may expire without being drawn upon, the total unused lines do not necessarily represent future cash requirements. Each customer’s creditworthiness is evaluated on a case-by-case basis. The amount of collateral obtained, if deemed necessary, is based on management’s credit evaluation of the counterparty. Collateral held varies but may include accounts receivable, inventory, property, plant and equipment, commercial real estate and residential real estate. Management uses the same credit policies in granting lines of credit as it does for on balance sheet instruments.

The Company had $944.0 million in commitments to extend credit at June 30, 2025, and $898.6 million at June 30, 2024.

At June 30, 2025, total commitments to originate fixed-rate loans with terms in excess of one year were $200.2 million at rates ranging from 4.75% to 8.28%, with a weighted-average rate of 6.96%. Commitments to extend credit and standby letters of credit include exposure to some credit loss in the event of nonperformance of the customer. The Company’s policies for credit commitments and financial guarantees are the same as those for extension of credit that are recorded in the balance sheet. The commitments extend over varying periods of time with the majority being disbursed within a thirty-day period.

The Company originates collateralized commercial, real estate, and consumer loans to customers in Missouri, Arkansas, and Illinois. Although the Company has a diversified portfolio, loans aggregating $1.4 billion at June 30, 2025, are secured by single and multi-family residential real estate generally located in the Company’s primary lending area.

Legal proceedings. Periodically, there have been various claims and lawsuits involving the Company or the Bank, mainly as defendants, such as claims to enforce liens, condemnation proceedings on properties in which the Company or the Bank holds security interests, claims involving the making and servicing of real property loans and other activities incident to the Company’s or the Bank’s business. Aside from such pending claims and lawsuits, which are incident to the conduct of the Company’s or the Bank’s ordinary business, the Company and the Bank are not parties to any material pending legal proceedings which, in the pinion of management, are expected to have a material effect on the financial condition or operations of the Company.

v3.25.2
Earnings Per Share
12 Months Ended
Jun. 30, 2025
Earnings Per Share  
Earnings Per Share

NOTE 14: Earnings Per Share

The following table sets forth the computations of basic and diluted earnings per common share:

June 30, 

(dollars in thousands except per share data)

2025

2024

2023

Net income

$

58,578

$

50,182

$

39,237

Less: distributed earnings allocated to participating securities

 

(47)

 

(49)

 

(42)

Less: undistributed earnings allocated to participating securities

 

(217)

 

(208)

 

(150)

Net income available to common shareholders

58,314

49,925

39,045

Denominator for basic earnings per share

Weighted-average shares outstanding

 

11,234,703

 

11,292,634

 

10,124,766

Effect of dilutive securities stock options or awards

 

23,266

 

8,645

 

17,033

Denominator for diluted earnings per share

11,257,969

11,301,279

10,141,799

Basic earnings per share available to common stockholders

$

5.19

$

4.42

$

3.86

Diluted earnings per share available to common stockholders

$

5.18

$

4.42

$

3.85

Certain option and restricted stock awards were excluded from the computation of diluted earnings per share because they were anti-dilutive, based on the average market prices of the Company’s common stock for these periods. Outstanding options and shares of restricted stock totaling 81,175, 79,830, and 66,607 were excluded from the computation of diluted earnings per share for the fiscal years ended June 30, 2025, 2024, and 2023, respectively.

v3.25.2
Business Combinations
12 Months Ended
Jun. 30, 2025
Business Combinations  
Business Combinations

NOTE 15: Business Combinations

On January 20, 2023, the Company completed the merger with Citizens and its wholly owned subsidiary, Citizens Bank and Trust Company (“Citizens Bank”), in a stock and cash transaction. In late February 2023, the Company merged Citizens Bank with and into the Bank, coincident to the data systems conversion. For the fiscal years ended June 30, 2025, 2024 and 2023, the Company incurred $0, $95,000 and $4.9 million, respectively, of third-party acquisition-related costs, which are included in noninterest expense in the Company’s consolidated statements of income.

Under the acquisition method of accounting, the total purchase price is allocated to the net tangible and intangible assets acquired based on their estimated fair values on the date of the acquisition. Based on preliminary valuations of the fair value of tangible and intangible assets acquired and liabilities assumed, the purchase price for the Citizens merger is detailed in the following table. If, prior to the end of the one-year measurement period for finalizing the purchase price allocation, information becomes available about facts and circumstances that existed as of the merger date, which would indicate adjustments are required to the purchase price allocation, such adjustments will be included in the purchase price allocation retrospectively.

Citizens Bancshares Company

Fair Value of Consideration Transferred

(dollars in thousands)

Cash

$

34,889

Common stock, at fair value

98,280

Total consideration

$

133,169

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

243,225

Investment securities

 

226,497

Loans

 

447,388

Premises and equipment

 

23,430

BOLI

 

21,733

Identifiable intangible assets

 

24,645

Miscellaneous other assets

 

9,366

 

Deposits

 

(851,140)

Securities sold under agreements to repurchase

 

(27,629)

Miscellaneous other liabilities

(7,784)

Total identifiable net assets

109,731

Goodwill

$

23,438

Of the total purchase price, $22.1 million was allocated to core deposit intangible, and will be amortized over ten years on a straight line basis, $2.6 million was allocated to the intangible related to the acquired trust and wealth management business line and will be amortized over ten years on a straight line basis, and $23.4 million was allocated to goodwill. None of the purchase price is deductible. Goodwill is attributable to synergies and economies of scale expected from combining the operations of the Bank and Citizens Bank. To the extent that management revises any of the fair value of the above fair value adjustments as a result of continuing evaluation, the amount of goodwill recorded in the merger will change.

The Company acquired the $461.5 million loan portfolio at an estimated fair value discount of $14.1 million. The excess of expected cash flows above the fair value of the performing portion of loans will be accreted to interest income over the remaining lives of the loans in accordance with ASC 310-30. Loans acquired that were not subject to guidance relating to PCD loans include loans with a fair value and gross contractual amounts receivable of $419.5. million and $520.0 million at the date of acquisition. Management identified 48 PCD loans, with a book balance of $27.5 million, associated with the Citizens merger(ASC 310-30).

The Company utilized an outside valuation expert to estimate the fair value of acquired assets and assumed liabilities. This work related primarily to loans, the core deposit intangible, and the intangible related to the acquired trust and wealth management business line.

The acquired business contributed revenues of $18.6 million and earnings of $2.7 million for the fiscal year ended June 30, 2024, and revenues of $11.6 million and earnings of $3.3 million for the period from January 20, 2023 through June 30, 2023.  The following unaudited pro forma summaries present consolidated information of the Company as if the business combination had occurred on the first day of each period:

    

Pro Forma

For the twelve months ended

(dollars in thousands)

June 30, 2023

Revenue

$

183,878

Earnings

$

51,156

v3.25.2
Fair Value Measurements
12 Months Ended
Jun. 30, 2025
Fair Value Measurements  
Fair Value Measurements

NOTE 16: Fair Value Measurements

ASC Topic 820, Fair Value Measurements, defines fair value as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Topic 820 also establishes a fair value hierarchy which requires an entity to maximize the use of observable inputs and minimize the use of unobservable inputs when measuring fair value. The standard describes three levels of inputs that may be used to measure fair value:

Level 1 – Quoted prices in active markets for identical assets or liabilities

Level 2 – Observable inputs other than Level 1 prices, such as quoted prices for similar assets or liabilities; quoted prices in active markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities

Level 3 – Unobservable inputs supported by little or no market activity and significant to the fair value of the assets or liabilities

Recurring Measurements. The following table presents the fair value measurements of assets and liabilities recognized in the accompanying consolidated balance sheets measured at fair value on a recurring basis and the level within the fair value hierarchy in which the fair value measurements fall at June 30, 2025 and 2024:

Fair Value Measurements at June 30, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

24,263

$

$

24,263

$

Corporate obligations

30,642

30,642

Asset backed securities

42,481

42,481

Other securities

 

3,964

 

 

3,964

 

MBS and CMOs

 

359,494

 

 

359,494

 

Mortgage servicing rights

2,297

2,297

Derivative financial instruments

912

912

Liabilities:

Derivative financial instruments

877

877

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for 

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

27,753

$

$

27,753

$

Corporate obligations

31,277

31,277

Asset backed securities

58,679

58,679

Other securities

 

5,333

 

 

5,333

 

MBS and CMOs

304,861

304,861

Mortgage servicing rights

2,448

2,448

Derivative financial instruments

20

20

Liabilities:

Derivative financial instruments

 

15

 

 

15

 

Following is a description of the valuation methodologies and inputs used for assets measured at fair value on a recurring basis and recognized in the accompanying consolidated balance sheets, as well as the general classification of such assets pursuant to the valuation hierarchy. There have been no significant changes in the valuation techniques during the year ended June 30, 2025.

Available-for-sale Securities. When quoted market prices are available in an active market, securities are classified within Level 1. If quoted market prices are not available, then fair values are estimated using pricing models, or quoted prices of securities with similar characteristics. For these securities, our Company obtains fair value measurements from an independent pricing service. The fair value measurements consider observable data that may include dealer quotes, market spreads, cash flows, the U.S. Treasury yield curve, live trading levels, trade execution data, market consensus prepayment speeds, credit information and the bond’s terms and conditions, among other things. In certain cases where Level 1 or Level 2 inputs are not available, securities are classified within Level 3 of the hierarchy.

Derivative financial instruments. The Company’s derivative financial instruments consist of interest rate swaps on loans accounted for as fair value hedges. The fair value of interest rate swaps was determined by discounting the expected cash flows of the interest rate swaps. This valuation reflects the contractual terms of the interest rate swaps, including the period to maturity, and uses observable market-based inputs. The inputs used to value the Company’s interest rate swaps fall within Level 2 of the fair value hierarchy and as a result, the interest rate swaps were categorized as Level 2 within the fair value hierarchy. See information regarding the Company’s derivative financial agreements in Note 17: Derivative Financial Instruments of these Notes to Consolidated Financial Statements.

Mortgage servicing rights: The Company records MSR at fair value on a recurring basis with subsequent remeasurement of MSR based on change in fair value. An estimate of the fair value of the Company’s MSR is determined by utilizing assumptions about factors such as mortgage interest rates, discount rates, mortgage loan prepayment speeds, market trends and industry demand. All of the Company’s MSR are classified as Level 3.

The following table summarizes the change in fair value of assets measured on a recurring basis using significant unobservable inputs (Level 3) for the twelve months ended June 30, 2025 and 2024:

June 30, 

(dollars in thousands)

    

2025

    

2024

MSR, beginning

 

$

2,448

$

2,359

Originations

 

 

171

 

165

Amortization

 

 

(214)

 

(207)

Change in fair value

 

 

(108)

 

131

MSR, ending

 

$

2,297

$

2,448

Nonrecurring Measurements. The following tables present the fair value measurement of assets measured at fair value on a nonrecurring basis and the level within the ASC 820 fair value hierarchy in which the fair value measurements fell at June 30, 2025 and 2024:

Fair Value Measurements at June 30, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

625

$

$

$

625

Collateral dependent loans

24,368

24,368

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

759

$

$

$

759

Collateral dependent loans

12,994

12,994

The following table presents gains and losses recognized on assets measured on a non-recurring basis for the years ended June 30, 2025 and 2024:

(dollars in thousands)

2025

2024

Foreclosed and repossessed assets held for sale

$

(45)

$

74

Total (gains) losses on assets measured on a non-recurring basis

$

(45)

$

74

The following is a description of valuation methodologies and inputs used for assets measured at fair value on a nonrecurring basis and recognized in the accompanying consolidated balance sheets, as well as the general classification of such assets pursuant to the valuation hierarch. For assets classified within Level 3 of fair value hierarchy, the process used to develop the reported fair value process is described below.

Foreclosed and Repossessed Assets Held for Sale. Foreclosed and repossessed assets held for sale are valued at the time the loan is foreclosed upon or collateral is repossessed and the asset is transferred to foreclosed or repossessed assets held for sale. The value of the asset is based on third party or internal appraisals, less estimated costs to sell and appropriate discounts, if any. The appraisals are generally discounted based on current and expected market conditions that may impact the sale or value of the asset and management’s knowledge and experience with similar assets. Such discounts typically may be significant and result in a Level 3 classification of the inputs for determining fair value of these assets. Foreclosed and repossessed assets held for sale are continually evaluated for additional impairment and are adjusted accordingly if impairment is identified.

Collateral-Dependent Loans. The Company records collateral-dependent loans as Nonrecurring Level 3. If a loan’s fair value as estimated by the Company is less than its carrying value, the Company either records a charge-off of the portion of the loan that exceeds the fair value or establishes a reserve within the ACL specific to the loan.

Unobservable (Level 3) Inputs. The following table presents quantitative information about unobservable inputs used in recurring and nonrecurring Level 3 fair value measurements at June 30, 2025 and 2024.

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2025

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

625

 

Third party appraisal

 

Marketability discount

 

25.6 -25.6

%  

25.6

%

Collateral dependent loans

24,368

 

Collateral value

 

Marketability discount

 

4.3 -100.0

%  

23.9

%

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2024

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

759

 

Third party appraisal

 

Marketability discount

 

17.9 - 44.9

%  

20.3

%

Collateral dependent loans

12,994

 

Collateral value

 

Marketability discount

 

14.5 - 52.3

%  

43.7

%

Fair Value of Financial Instruments. The following table presents estimated fair values of the Company’s financial instruments and the level within the fair value hierarchy in which the fair value measurements fell at June 30, 2025 and 2024:

June 30, 2025

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

192,859

$

192,859

$

$

Interest-bearing time deposits

 

246

 

 

246

 

Stock in FHLB

 

9,361

 

 

9,361

 

Stock in Federal Reserve Bank of St. Louis

 

9,139

 

 

9,139

 

Loans held for sale

431

 

 

431

 

Loans receivable, net

 

4,048,961

 

 

 

3,976,696

Accrued interest receivable

 

26,018

 

 

26,018

 

Mortgage servicing assets

2,297

2,297

Derivative financial instruments

912

 

 

912

 

Financial liabilities

 

 

 

 

Deposits

 

4,281,368

 

2,632,774

 

 

1,650,046

Securities sold under agreements to repurchase

15,000

15,000

Advances from FHLB

 

104,052

 

 

104,561

 

Accrued interest payable

 

14,186

 

 

14,186

 

Subordinated debt

 

23,208

 

 

 

21,722

Derivative financial instruments

877

 

 

877

 

Unrecognized financial instruments (net of contract amount)

 

 

 

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

June 30, 2024

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

60,904

$

60,904

$

$

Interest-bearing time deposits

 

491

 

 

491

 

Stock in FHLB

 

8,713

 

 

8,713

 

Stock in Federal Reserve Bank of St. Louis

 

9,089

 

 

9,089

 

Loans receivable, net

 

3,797,287

 

 

 

3,639,657

Accrued interest receivable

 

23,826

 

 

23,826

 

Mortgage servicing assets

 

2,448

 

 

2,448

Derivative financial instruments

 

20

 

 

20

 

Financial liabilities

 

 

 

 

Deposits

 

3,943,059

 

2,607,653

 

 

1,338,215

Securities sold under agreements to repurchase

9,398

 

9,398

 

Advances from FHLB

 

102,050

 

 

100,468

 

Accrued interest payable

12,868

 

 

12,868

 

Subordinated debt

23,156

 

 

20,576

Derivative financial instruments

15

 

15

 

Unrecognized financial instruments (net of contract amount)

 

 

Commitments to originate loans

 

 

 

Letters of credit

 

Lines of credit

 

 

 

 

v3.25.2
Derivative Financial Instruments
12 Months Ended
Jun. 30, 2025
Derivative Financial Instruments  
Derivative Financial Instruments

NOTE 17: Derivative Financial Instruments

The Company enters into derivative financial instruments, primarily interest rate swaps, to convert certain long term fixed rate loans to floating rates to manage interest rate risk, facilitate asset/liability management strategies and manage other exposures. The fair value of derivative positions outstanding is included in other assets and other liabilities in the accompanying consolidated balance sheets and in the net change in each of these line items in the operating section of the accompanying consolidated statements of cash flows. The unrealized gains and losses, representing the change in fair value of the derivative is being recorded in interest income in the consolidated statements of income. The ineffective portions of the unrealized gains or losses, if any, are recorded in interest income and interest expense in the consolidated statements of income.

The Company executed two interest rate swaps with an original notional amounts totaling $20.0 million during fiscal 2025, and executed two interest rate swaps with original notional amounts totaling $40.0 million during fiscal 2024, for a total of $60.0 million outstanding as of June 30,2025, designated as fair value hedges, to convert certain long-term fixed rate 1-4 family residential real estate loans to floating rates to hedge interest rate risk exposure. The portfolio layer method is being used, which allows the Company to designate a stated amount of the assets that are not expected to be affected by prepayments, defaults or other factors that could affect the timing and amount of the cash flow, as the hedged item. The effect of the swaps on loan interest income in the income statement during the year ended June 30, 2025 was $364,000 compared to $28,000 in the year ended June 30, 2024.

The notional amounts and estimated fair values of the Company’s interest rate swaps at June 30, 2025 and June 30, 2024 are presented in the table below.

June 30, 2025

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

60,000

$

912

$

877

June 30, 2024

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

40,000

$

20

$

15

The carrying amount of the hedged assets, located in loans receivable, net and cumulative amount of fair value hedging adjustment included in the carrying amount of the hedged assets at June 30, 2025 and June 30, 2024 are presented in the table below.

June 30, 2025

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

474,855

$

892

June 30, 2024

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

553,307

$

5

v3.25.2
Significant Estimates
12 Months Ended
Jun. 30, 2025
Significant Estimates.  
Significant Estimates

NOTE 18: Significant Estimates

Accounting principles generally accepted in the United States of America require disclosure of certain significant estimates and current vulnerabilities due to certain concentrations. Estimates related to the ACL are described in Note 1.

v3.25.2
Condensed Parent Company Only Financial Statements
12 Months Ended
Jun. 30, 2025
Condensed Parent Company Only Financial Statements  
Condensed Parent Company Only Financial Statements

NOTE 19: Condensed Parent Company Only Financial Statements

The following condensed balance sheets, statements of income and comprehensive income and cash flows for Southern Missouri Bancorp, Inc. should be read in conjunction with the consolidated financial statements and the notes thereto:

June 30, 

(dollars in thousands)

2025

    

2024

Condensed Balance Sheets

Assets

  

 

  

Cash and cash equivalents

$

18,449

$

13,967

Other assets

51,483

52,220

Investment in common stock of Bank

498,347

446,131

TOTAL ASSETS

$

568,279

$

512,318

Liabilities and Stockholders' Equity

  

  

Accrued expenses and other liabilities

$

379

$

414

Subordinated debt

23,208

23,156

TOTAL LIABILITIES

23,587

23,570

Stockholders' equity

544,692

488,748

TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY

$

568,279

$

512,318

Year ended June 30, 

(dollars in thousands)

2025

2024

    

2023

Condensed Statements of Income

Interest income

$

37

$

41

$

32

Interest expense

 

1,628

1,742

1,439

Net interest expense

 

(1,591)

(1,701)

(1,407)

Dividends from Bank

17,000

16,000

48,000

Operating expenses

1,248

1,018

3,041

Income before income taxes and equity in undistributed income of the Bank

14,161

13,281

43,552

Income tax (expense) benefit

(54)

571

552

Income before equity in undistributed income of the Bank

14,107

13,852

44,104

Equity in undistributed income of the Bank

44,471

36,330

(4,867)

NET INCOME

$

58,578

$

50,182

$

39,237

COMPREHENSIVE INCOME

$

64,655

$

54,652

$

34,799

Year ended June 30, 

(dollars in thousands)

    

2025

    

2024

    

2023

Condensed Statements of Cash Flow

Cash Flows from operating activities:

Net income

$

58,578

$

50,182

$

39,237

Changes in:

 

Equity in undistributed income of the Bank

 

(44,471)

(36,330)

4,867

Other adjustments, net

753

56

388

NET CASH PROVIDED BY OPERATING ACTIVITES

14,860

13,908

44,492

Investments in Bank subsidiaries

(31,382)

NET CASH USED IN INVESTING ACTIVITIES

(31,382)

Cash flows from financing activities:

Dividends on common stock

(10,378)

(9,526)

(8,632)

Payments to acquire treasury stock

(3,857)

NET CASH USED IN FINANCING ACTIVITIES

(10,378)

(13,383)

(8,632)

Net increase in cash and cash equivalents

4,482

525

4,478

Cash and cash equivalents at beginning of year

13,967

13,442

8,964

CASH AND CASH EQUIVALENTS AT END OF YEAR

$

18,449

$

13,967

$

13,442

v3.25.2
Quarterly Financial Data (Unaudited)
12 Months Ended
Jun. 30, 2025
Quarterly Financial Data (Unaudited)  
Quarterly Financial Data (Unaudited)

NOTE 20: Quarterly Financial Data (Unaudited)

Quarterly operating data is summarized as follows (in thousands):

June 30, 2025

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

67,378

$

69,424

$

69,925

$

70,638

Interest expense

 

30,717

 

31,281

 

30,446

 

30,305

 

Net interest income

 

36,661

 

38,143

 

39,479

 

40,333

 

Provision for credit losses

 

2,159

 

932

 

932

 

2,500

Noninterest income

7,173

6,865

6,666

7,280

Noninterest expense

25,840

24,876

25,391

25,976

Income before income taxes

 

15,835

 

19,200

 

19,822

 

19,137

Income tax expense

 

3,379

 

4,547

 

4,139

 

3,351

NET INCOME

$

12,456

$

14,653

$

15,683

$

15,786

Basic earnings per share

$

1.10

$

1.30

$

1.39

$

1.40

Diluted earnings per share

$

1.10

$

1.30

$

1.39

$

1.39

June 30, 2024

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

58,107

$

61,576

$

64,025

$

64,667

Interest expense

 

22,714

 

27,090

 

29,516

 

29,572

 

Net interest income

 

35,393

 

34,486

 

34,509

 

35,095

 

Provision for credit losses

 

900

 

900

 

900

 

900

Noninterest income

5,853

5,640

5,584

7,767

Noninterest expense

23,706

23,860

25,049

25,002

Income before income taxes

 

16,640

 

15,366

 

14,144

 

16,960

Income tax expense

 

3,488

 

3,173

 

2,837

 

3,430

NET INCOME

$

13,152

$

12,193

$

11,307

$

13,530

Basic earnings per share

$

1.16

$

1.08

$

1.00

$

1.19

Diluted earnings per share

$

1.16

$

1.07

$

0.99

$

1.19

June 30, 2023

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

34,996

$

38,851

$

48,286

$

54,283

Interest expense

 

6,487

 

10,600

 

14,519

 

18,065

 

Net interest income

 

28,509

 

28,251

 

33,767

 

36,218

 

Provision for credit losses

 

5,056

 

1,138

 

10,072

 

795

Noninterest income

5,513

5,456

6,284

8,951

Noninterest expense

16,920

17,638

26,992

24,875

Income before income taxes

 

12,046

 

14,931

 

2,987

 

19,499

Income tax expense

 

2,442

 

3,267

 

578

 

3,939

NET INCOME

$

9,604

$

11,664

$

2,409

$

15,560

Basic earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

Diluted earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

v3.25.2
Segment Reporting
12 Months Ended
Jun. 30, 2025
Segment Reporting  
Segment Reporting

NOTE 21: Segment Reporting

The Company operates as a single segment entity for financial reporting purposes and has adopted ASU 2023-07 during the year ended June 30, 2025. The Chief Executive Officer, Greg Steffens, serves as the Company’s chief operating decision maker (CODM). The CODM allocates resources and assesses performance of the Company based on the consolidated net income, excluding all significant intercompany balances and transactions, of the Company and its wholly owned subsidiaries and does not significantly utilize disaggregated segment financial information for decision making and resource allocation. Management has reviewed the requirements of ASU 2023-07 and has determined that no additional segment disclosures are required.

Based on this assessment, the Company’s financial statement disclosures fully comply with ASC 2023-07, and no additional qualitative segment disclosures are necessary.

v3.25.2
Pay vs Performance Disclosure - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Pay vs Performance Disclosure                              
Net Income (Loss) $ 15,786 $ 15,683 $ 14,653 $ 12,456 $ 13,530 $ 11,307 $ 12,193 $ 13,152 $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 58,578 $ 50,182 $ 39,237
v3.25.2
Insider Trading Arrangements
3 Months Ended
Jun. 30, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.2
Insider Trading Policies and Procedures
12 Months Ended
Jun. 30, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.2
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Jun. 30, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

Oversight and Identification of Risks Associated with Third Parties

Third party risk management is a component of our vendor management program. New vendors are reviewed prior to onboarding to ensure proper oversight and identify potential risks. Ongoing monitoring of emerging risks related to third-party services providers is performed periodically according to the vendor’s risk rating. Vendor reviews include risk reviews for financial, reputation, information security, cybersecurity and business resiliency risk. These reviews are reported to the IT Committee and Board of Directors for approval..

Identified Cybersecurity Risks

 

Federal regulators have issued multiple statements and guidance regarding cybersecurity and that financial institutions need to design multiple layers of security controls to establish lines of defense and to ensure that their risk management processes also address the risk posed by compromised client credentials, including security measures to reliably authenticate clients accessing internet-based services of the financial institution. In addition, a financial

institution’s management is expected to maintain sufficient business continuity planning processes to ensure the timely recovery, resumption and maintenance of the institution’s operations in the event of a cyber-attack. A financial institution is also expected to develop appropriate processes to enable recovery of data and business operations and address rebuilding network capabilities and restoring data if the institution or its critical service providers fall victim to a cyber-attack. If a financial institution fails to observe the regulatory guidance, they could be subject to various regulatory sanctions, including financial penalties.

In the ordinary course of business, we rely on electronic communications and information systems to conduct our operations to store and transmit sensitive data. We employ a layered, defensive approach that leverages people, processes, and technology to manage and maintain cybersecurity controls. We employ a variety of preventative and detective tools to monitor, block, and provide alerts regarding suspicious activity, as well as to report on any suspected advanced persistent threats. Notwithstanding the strength of our defensive measures, the threat from cyber-attacks is severe, attacks are sophisticated and increasing in volume, and attackers respond rapidly to changes in defensive measures. While to date we have not detected a significant compromise, significant data loss or any material financial losses related to cybersecurity attacks, our systems and those of our clients and third-party service providers are under constant threat and there can be no assurance that our cybersecurity risk management program will be fully effective in protecting the confidentiality, integrity and availability of our information systems and our solutions. Risks and exposures related to cybersecurity attacks are expected to remain high for the foreseeable future due to the rapidly evolving nature and sophistication of these threats, as well as due to the expanding use of internet banking, mobile banking and other technology-based products and services by us and our customers. See Item 1A. Risk Factors for a further discussion of risks related to cybersecurity. See “Risks Related to Cybersecurity, Third Parties and Technology” under “Item 1A. Risk Factors” in this Form 10-K for a further discussion of risks related to cybersecurity.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block] Cybersecurity risk management processes are integrated into this program, given the increasing reliance on technologyand potential of cyber threats.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

The Board of Directors oversees management’s processes for identifying and mitigating risks, including cybersecurity risks, to help align our risk appetite with our strategic objectives. Our risk management program is designed to identify, measure, monitor and control all significant risks across various aspects of the Company. Cybersecurity risk management processes are integrated into this program, given the increasing reliance on technology and potential of cyber threats. Our Information Security (“IS”) Officer leads our cybersecurity program, reporting

directly to the Chief Risk Officer (“CRO”) and provides reports and updates to the information Technology (“IT”) Committee, and the Board of Directors monthly or more frequently as required.

Our objective for managing cybersecurity risk is to maintain appropriate layers of safeguards to protect information systems from possible threats and to avoid or minimize the impacts of external threat events or other efforts to penetrate, disrupt or misuse our systems or information. Our information security program aligns with industry frameworks, such as the National Institute of Standards and Technology (“NIST”) Cybersecurity Framework, Federal Financial Institutions Examination Council (“FFIEC”) Information Technology Examination Handbooks, and the FFIEC Cybersecurity Assessment Tool, and is periodically reviewed and updated at least annually or more frequently upon significant changes to our operating environment. Our Information Security Program is led by our Information Security Officer in conjunction with our Information Technology Officer.

We maintain an Incident Response Plan (“IRP”) that provides a documented framework for responding to actual or potential cybersecurity incidents. The Incident Response Team (‘IRT”) members include senior management and other relevant personnel with defined roles and responsibilities. The IRP addresses roles, responsibilities, and communication and contract strategies in the event of a compromise, including analysis of reportable events in accordance with applicable legal and compliance requirements. The IRT is notified of all incidents, and incidents are elevated to the Board of Directors when warranted.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Board of Directors
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] The Board of Directors oversees management’s processes for identifying and mitigating risks, including cybersecurity risks, to help align our risk appetite with our strategic objectives. Our risk management program is designed to identify, measure, monitor and control all significant risks across various aspects of the Company. Cybersecurity risk management processes are integrated into this program, given the increasing reliance on technology and potential of cyber threats. Our Information Security (“IS”) Officer leads our cybersecurity program, reporting directly to the Chief Risk Officer (“CRO”) and provides reports and updates to the information Technology (“IT”) Committee, and the Board of Directors monthly or more frequently as required.
Cybersecurity Risk Role of Management [Text Block]

The Board of Directors oversees management’s processes for identifying and mitigating risks, including cybersecurity risks, to help align our risk appetite with our strategic objectives. Our risk management program is designed to identify, measure, monitor and control all significant risks across various aspects of the Company. Cybersecurity risk management processes are integrated into this program, given the increasing reliance on technology and potential of cyber threats. Our Information Security (“IS”) Officer leads our cybersecurity program, reporting

directly to the Chief Risk Officer (“CRO”) and provides reports and updates to the information Technology (“IT”) Committee, and the Board of Directors monthly or more frequently as required.

Our objective for managing cybersecurity risk is to maintain appropriate layers of safeguards to protect information systems from possible threats and to avoid or minimize the impacts of external threat events or other efforts to penetrate, disrupt or misuse our systems or information. Our information security program aligns with industry frameworks, such as the National Institute of Standards and Technology (“NIST”) Cybersecurity Framework, Federal Financial Institutions Examination Council (“FFIEC”) Information Technology Examination Handbooks, and the FFIEC Cybersecurity Assessment Tool, and is periodically reviewed and updated at least annually or more frequently upon significant changes to our operating environment. Our Information Security Program is led by our Information Security Officer in conjunction with our Information Technology Officer.

We maintain an Incident Response Plan (“IRP”) that provides a documented framework for responding to actual or potential cybersecurity incidents. The Incident Response Team (‘IRT”) members include senior management and other relevant personnel with defined roles and responsibilities. The IRP addresses roles, responsibilities, and communication and contract strategies in the event of a compromise, including analysis of reportable events in accordance with applicable legal and compliance requirements. The IRT is notified of all incidents, and incidents are elevated to the Board of Directors when warranted.

We rely on a series of processes to identify threats, hazards, and other risks to our information assets. We employ a variety of preventative and detective tools designed to monitor, detect, block, and provide alerts regarding suspicious and unauthorized activity and to report on suspected advanced persistent threats. In addition to regular risk assessments, we rely on independent assessments, audits, and cybersecurity feeds from vendors, including directly into patch and vulnerability management tools. We engage cybersecurity experts and third-party specialists to perform regular assessments of our infrastructure, software systems and network architecture. We also leverage internal and external auditors and independent external partners to periodically review our processes, systems, and controls, including with respect to our information security program, to assess their design and operating effectiveness. We have regular and ongoing security education and training for employees and recovery and resilience tests. The Bank also retains third-party experts to conduct intrusion and penetration testing on an annual basis. All risk and security assessments results are shared with the IT Committee and Board of Directors.

Our information assets are classified and protected based on the results of our risk assessment practices, which assess a variety of critical factors, including the type of data stored, system availability needs, confidentiality requirements, recovery time objectives, transactional processing, the number of users, and the volume and magnitude of transactions. Our IS and IT teams meet to ensure that risks are timely identified, patches and vulnerability requirements are monitored, and the necessary changes are implemented.

Our IT governance ensures alignment between the Company's technological strategy and business goals. We strive for efficient utilization of IT resources while effectively managing IT risks within the Company's risk appetite.

Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Information Security Officer
Cybersecurity Risk Management Expertise of Management Responsible [Text Block]

Our Information Security Officer has more than 40 years’ experience in financial services, substantial relevant expertise and formal training in the areas of information security, information technology, and cybersecurity risk management and is accountable for managing our enterprise information security department and developing and implementing our cybersecurity and information security programs. These qualifications, certifications, and experience include a degree from Missouri State University with focus on Business Administration Systems coursework.

Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]

Our cybersecurity program is managed by the Information Security Officer who leads our IS team responsible for leading enterprise-wide cybersecurity strategy, policy, standards, architecture, and processes. The Information Security Officer provides periodic reports to the IT Committee and Board of Directors. These reports address key cybersecurity topics, including the implementation and operation of preventative controls and the detection, mitigation, and remediation of cybersecurity incidents. The Chief Operations Officer, Chief Risk Officer, and board-level risk committees of the Bank provide comprehensive reports to the full Board of Directors regarding pertinent cybersecurity risk management topics.

Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.2
Organization and Summary of Significant Accounting Policies (Policies)
12 Months Ended
Jun. 30, 2025
Organization and Summary of Significant Accounting Policies  
Organization

Organization. Southern Missouri Bancorp, Inc., a Missouri corporation (the Company) was organized in 1994 and is the parent company of Southern Bank (the Bank). Substantially all of the Company’s consolidated revenues are derived from the operations of the Bank, and the Bank represents substantially all of the Company’s consolidated assets and liabilities. SB Real Estate Investments, LLC is a wholly-owned subsidiary of the Bank formed to hold Southern Bank Real Estate Investments, LLC. Southern Bank Real Estate Investments, LLC is a real estate investment trust (REIT) which is controlled by SB Real Estate Investments, LLC, and has other preferred shareholders in order to meet the requirements to be a REIT. At June 30, 2025, assets of the REIT were approximately $1.3 billion, and consisted primarily of real estate loan participations acquired from the Bank.

The Bank is primarily engaged in providing a full range of banking and financial services to individuals and corporate customers in its market areas. The Bank and Company are subject to competition from other financial institutions. The Bank and Company are subject to the regulation of certain federal and state agencies and undergo periodic examinations by those regulatory authorities.

Basis of Financial Statement Presentation

Basis of Financial Statement Presentation. The consolidated financial statements of the Company have been prepared in conformity with accounting principles generally accepted in the United States of America and general practices within the banking industry. In the normal course of business, the Company encounters two significant types of risk: economic and regulatory. Economic risk is comprised of interest rate risk, credit risk, and market risk. The Company is subject to interest rate risk to the degree that its interest-bearing liabilities reprice on a different basis than its interest-earning assets. Credit risk is the risk of default on the Company’s investment or loan portfolios resulting from the borrowers’ inability or unwillingness to make contractually required payments. Market risk reflects changes in the value of the investment portfolio, collateral underlying loans receivable, and the value of the Company’s investments in real estate. Regulatory risk is comprised of extensive state and federal laws and regulations designed primarily to protect consumers, depositors, and deposit insurance funds rather than shareholders. Changes in these regulations, actions by supervisory authorities, or significant litigation could impose operational restrictions, require substantial compliance resources, and result in penalties that may negatively impact our business and shareholder value.

Certain amounts reported in prior periods have been reclassified to conform to the June 30, 2025 presentation. These reclassifications did not materially impact the Company’s consolidated financial statements.

Correction of Immaterial Error In Prior Period Financial Statements

Correction of an Immaterial Error in Prior Period Financial Statements. Certain prior period amounts in the Consolidated Balance Sheets, Consolidated Statements of Income and Note 16: Fair Value Measurements have been corrected as discussed below. No other financial statements or notes were impacted by these corrections.

The Company has corrected its Consolidated Balance Sheet at June 30, 2024, the Consolidated Statement of Income for the year ended June 30, 2024, and the Fair Value of Financial Instruments table at June 30, 2024 in Note 16: Fair Value Measurements, within this Annual Report on Form 10-K for an immaterial error in classification between deposits and securities sold under agreements to repurchase.

The balance of securities sold under agreements to repurchase is now being presented as a separate line item on the Consolidated Balance Sheet and Fair Value of Financial Instruments table included in the notes to the financial statements. The Company had previously included the agreements with deposits. The interest expense associated with the securities is now being presented as a separate line on the Consolidated Statements of Income. Previously, the Company included this in interest expense on deposits.

The Company assessed the materiality of this change in presentation on prior period consolidated financial statements in accordance with SEC Staff Accounting Bulletin No. 99, “Materiality,” (ASC Topic 250, Accounting Changes and Error Corrections). Based on this assessment, the Company concluded that these error corrections in its Consolidated Balance Sheets, Consolidated Statements of Income, and Notes to the Financial Statements are not material to any previously presented financial statements. The corrections had no impact on the Consolidated Statements of Comprehensive Income, Consolidated Statements of Stockholders’ Equity, or Consolidated Statement of Cash Flow, for

any previously presented interim or annual financial statements. Accordingly, the Company corrected the previously reported immaterial errors for the year ended June 30, 2024 in this Annual Report on Form 10-K.

Consolidated Balance Sheet

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Liabilities and Stockholders' Equity:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Consolidated Statement of Income

For the twelve- month period ended June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

102,157

$

(451)

$

101,706

Securities sold under agreements to repurchase

-

451

451

Fair Value of Financial Instruments

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Carrying Amount:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Significant Other Observable Inputs (Level 2):

Securities sold under agreements to repurchase

-

9,398

9,398

Principles of Consolidation

Principles of Consolidation. The consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated.

Use of Estimates

Use of Estimates. The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates.

Material estimates that are particularly susceptible to significant change relate to the determination of the allowance for credit losses.

Cash and Cash Equivalents

Cash and Cash Equivalents. For purposes of reporting cash flows, cash and cash equivalents includes cash, due from depository institutions and interest-bearing deposits in other depository institutions with original maturities of three months or less. Interest-bearing deposits in other depository institutions were $136.9 million and $7.7 million at June 30, 2025 and 2024, respectively. The deposits are held in various commercial banks with a total of $1.8 million and $2.3 million exceeding the FDIC deposit insurance limits at June 30, 2025 and 2024, respectively, as well as at the Federal Reserve and the Federal Home Loan Bank of Des Moines and Chicago.

Interest-Bearing Time Deposits

Interest-bearing Time Deposits. Interest bearing deposits in banks mature within three years and are carried at cost.

Available for Sale Securities

Available for Sale Securities. Available for sale securities (“AFS”), which include any security for which the Company has no immediate plan to sell but which may be sold in the future, are carried at fair value. Unrealized gains and losses, net of tax, are reported in accumulated other comprehensive income (loss), a component of stockholders’ equity. All securities have been classified as available for sale.

Premiums and discounts on debt securities are amortized or accreted as adjustments to income over the estimated life of the security using the level yield method. Realized gains or losses on the sale of securities is based on the specific identification method. The fair value of securities is based on quoted market prices or dealer quotes. If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities.

For AFS securities with fair value less than amortized cost that management has no intent to sell and believes that it more likely than not will not be required to sell prior to recovery, only the credit loss component of the impairment is recognized in earnings, while the noncredit loss is recognized in accumulated other comprehensive income (loss). The credit loss component recognized in earnings is identified as the amount of principal cash flows not expected to be received over the remaining term of the security as projected based on cash flow projections, and is recorded to the ACL, by a charge to provision for credit losses. Accrued interest receivable is excluded from the estimate of credit losses. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired AFS security, or, if it is more likely than not the Company will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount would be recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation.

The Company evaluates impaired AFS securities at the individual level on a quarterly basis, and considers factors including, but not limited to: the extent to which the fair value of the security is less than the amortized cost basis; adverse conditions specifically related to the security, an industry, or geographic area; the payment structure of the security and likelihood of the issuer to be able to make payments that may increase in the future; failure of the issuer to make scheduled interest or principal payments; any changes to the rating of the security by a rating agency; and the ability and intent to hold the security until maturity. A qualitative determination as to whether any portion of the impairment is attributable to credit risk is acceptable. There were no credit related factors underlying unrealized losses on AFS securities at June 30, 2025, or June 30, 2024.

Changes in the ACL are recorded as expense. Losses are charged against the ACL when management believes the uncollectability of an AFS debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Federal Reserve Bank and Federal Home Loan Bank Stock

Federal Reserve Bank and Federal Home Loan Bank Stock. The Bank is a member of the Federal Reserve and the Federal Home Loan Bank (FHLB) systems. Capital stock of the Federal Reserve and the FHLB is a required investment based upon a predetermined formula and is carried at cost.

Loans Held for Sale

Loans Held for Sale. Loans expected to be sold are classified as held for sale in the consolidated financial statements and are recorded at the lower of aggregate cost or fair value, taking into consideration future commitments to sell the loans.

Loans

Loans. Loans are generally stated at unpaid principal balances, less the ACL, any net deferred loan origination fees, and unamortized premiums or discounts on purchased loans.

Interest on loans is accrued based upon the principal amount outstanding. The accrual of interest on loans is discontinued when, in management’s judgment, the collectability of interest or principal in the normal course of business is doubtful. The Company complies with regulatory guidance which indicates that loans should be placed in nonaccrual status when 90 days past due, unless the loan is both well-secured and in the process of collection. A loan that is “in the process of collection” may be subject to legal action or, in appropriate circumstances, through other collection efforts

reasonably expected to result in repayment or restoration to current status in the near future. A loan is considered delinquent when a payment has not been made by the contractual due date. Interest income previously accrued but not collected at the date a loan is placed on nonaccrual status is reversed against interest income. Because of this, accrued interest receivable is excluded from the estimate of credit losses. Cash receipts on a nonaccrual loan are applied to principal and interest in accordance with its contractual terms unless full payment of principal is not expected, in which case cash receipts, whether designated as principal or interest, are applied as a reduction of the carrying value of the loan. A nonaccrual loan is generally returned to accrual status when principal and interest payments are current, full collectability of principal and interest is reasonably assured, and a consistent record of performance has been demonstrated.

The ACL is a valuation account that is deducted from the loans’ amortized cost basis to present the net amount expected to be collected on the loans, and is established through provision for credit losses charged to current earnings. The ACL is increased by the provision for losses on loans charged to expense and reduced by loans charged off, net of recoveries. Loans are charged off in the period deemed uncollectible, based on management’s analysis of expected cash flows (for non-collateral dependent loans) or collateral value (for collateral-dependent loans). Subsequent recoveries of loans previously charged off, if any, are credited to the allowance when received.

Management estimates the ACL using relevant available information, from internal and external sources, relating to past events, current conditions, and reasonable and supportable forecasts. Adjustments may be made to historical loss information for differences identified in current loan-specific risk characteristics, such as differences in underwriting standards or terms; lending review systems; experience, ability, or depth of lending management and staff; portfolio growth and mix; delinquency levels and trends; as well as for changes in environmental conditions, such as changes in economic activity or employment, agricultural economic conditions, property values, or other relevant factors. The Company generally incorporates a reasonable and supportable forecast period of four quarters, and thereafter immediately reverts to long-term historical averages.

The ACL is measured on a collective (pool) basis when similar risk characteristics exist. For loans that do not share general risk characteristics with the collectively evaluated pools, the Company estimates credit losses on an individual loan basis, and these loans are excluded from the collectively evaluated pools. An ACL for an individually evaluated loan is recorded when the amortized cost basis of the loan exceeds the discounted estimated cash flows using the loan’s initial effective interest rate or the fair value, less estimated costs to sell, of the collateral for certain collateral dependent loans. For the collectively evaluated pools, the Company segments the loan portfolio primarily by loan purpose and collateral into 24 pools, which are homogeneous groups of loans that possess similar loss potential characteristics. The Company primarily utilizes the discounted cash flow (“DCF”) methodology for measurement of the required ACL. For a limited number of pools with a relatively small balance of unpaid principal balance, the Company utilizes the remaining life method. The Company does not measure ACL on accrued interest for those pools utilizing the remaining life method, as the uncollectible accrued interest receivable balance is written off within 90 days. The DCF model implements probability of default (“PD”) and loss given default (“LGD”) calculations at the instrument level. PD and LGD are determined based on a regression analysis and correlation of historical losses with various economic factors over time. In general, the Company’s losses have not correlated well with economic factors, and the Company has utilized peer data where more appropriate. The Company defines a default as an event of charge off, an adverse (substandard or worse) internal credit rating on most loan types, except agriculture production and agriculture real estate (watch or worse), becoming delinquent 90 days or more, being modified for experiencing financial difficulty, or being placed on nonaccrual status. A PD/LGD estimate is applied to a projected model of the loan’s cashflow, including principal and interest payments, with consideration for prepayment speeds, principal curtailments, and recovery lag.

As part of the CECL methodology, the Company incorporates qualitative adjustments to the ACL calculation to capture credit risks inherent within the loan portfolio that are not captured in the DCF model.

The qualitative adjustments considered will include internal factors such as:

Lending policies and procedures, including changes in underwriting standards, collection, charge-off, and recovery practices.
Nature and volume of the portfolio and term of loans.
Experience, depth, and ability of lending management.
Volume and severity of past due loans and other similar conditions.
Quality of the organization's review system.
Existence and effect of any concentrations of credit and changes in the levels of concentrations.

Qualitative adjustments considered will also include external factors such as:

Value of underlying collateral for collateral-dependent loans.
International, national, regional and local conditions, if not adequately addressed through the modeled loss factors.
Effect of other external factors such as competition, legal and regulatory requirements.

Loans acquired in a business combination that have experienced more-than-insignificant deterioration in credit quality since origination are considered purchased credit deteriorated (“PCD”) loans. At the acquisition date, an estimate of expected credit losses is made for groups of PCD loans with similar risk characteristics and individual PCD loans without similar risk characteristics. This initial ACL is allocated to individual PCD loans and added to the purchase price or acquisition date fair values to establish the initial amortized cost basis of the PCD loans. As the initial ACL is added to the purchase price, there is no credit loss expense recognized upon acquisition of a PCD loan. Any difference between the unpaid principal balance of PCD loans and the amortized cost basis is considered to relate to non-credit factors and results in a discount or premium. Discounts and premiums are recognized through interest income on a level-yield method over the life of the loans.

Loan fees and certain direct loan origination costs are deferred, and the net fee or cost is recognized as an adjustment to interest income using the interest method over the contractual life of the loans.

Off-Balance Sheet Credit Exposures

Off-Balance Sheet Credit Exposures. Off-balance sheet credit instruments include commitments to make loans, and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of non-performance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The ACL on off-balance sheet credit exposures is estimated by loan pool on a quarterly basis under the current CECL model using the same methodologies as portfolio loans, taking into consideration the likelihood that funding will occur and is included in other liabilities on the Company’s consolidated balance sheets. The Company records an ACL on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancelable.

Foreclosed Real Estate

Foreclosed Real Estate. Real estate acquired by foreclosure or by deed in lieu of foreclosure is initially recorded at fair value less estimated selling costs, establishing a new cost basis. Costs for development and improvement of the property are capitalized.

Valuations are periodically performed by management, and an allowance for losses is established by a charge to operations if the carrying value of a property exceeds its estimated fair value, less estimated selling costs.

Loans to facilitate the sale of real estate acquired in foreclosure are discounted if made at less than market rates. Discounts are amortized over the fixed interest period of each loan using the interest method.

Premises and Equipment

Premises and Equipment. Premises and equipment are stated at cost less accumulated depreciation and include expenditures for major betterments and renewals. Maintenance, repairs, and minor renewals are expensed as incurred. When property is retired or sold, the retired asset and related accumulated depreciation are removed from the accounts

and the resulting gain or loss taken into income. The Company reviews property and equipment for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. If such assets are considered to be impaired, the impairment loss recognized is measured by the amount by which the carrying amount exceeds the fair value of the assets.

Depreciation is computed by use of straight-line method over the estimated useful lives of the assets. Estimated lives are generally seven to forty years for premises, three to seven years for equipment, and three years for software.

Bank Owned Life Insurance

Bank Owned Life Insurance. Bank owned life insurance policies are reflected in the consolidated balance sheets at the estimated cash surrender value. Changes in the cash surrender value of these policies, as well as a portion of the insurance proceeds received, are recorded in noninterest income in the consolidated statements of income.

Goodwill

Goodwill. The Company’s goodwill is evaluated annually for impairment or more frequently if impairment indicators are present. A qualitative assessment is performed to determine whether the existence of events or circumstances leads to a determination that it is more likely than not the fair value is less than the carrying amount, including goodwill. If, based on the evaluation, it is determined to be more likely than not that the fair value is less than the carrying value, then goodwill is tested further for impairment. If the implied fair value of goodwill is lower than its carrying amount, a goodwill impairment is indicated and goodwill is written down to its implied fair value. Subsequent increases in goodwill value are not recognized in the consolidated financial statements. As of June 30, 2025, there was no impairment indicated, based on a qualitative assessment of goodwill, which considered: the market value of the Company’s common stock, concentrations of credit; profitability; nonperforming assets; capital levels; and results of recent regulatory examinations.

Intangible Assets

Intangible Assets. The Company’s intangible assets at June 30, 2025 included gross core deposit intangibles of $39.1 million with $21.1 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $4.5 million, and mortgage and SBA servicing rights of $2.9 million. At June 30, 2024, the Company’s intangible assets included gross core deposit intangibles of $39.1 million with $17.8 million accumulated amortization, gross other identifiable intangibles of $6.4 million with accumulated amortization of $4.2 million, and mortgage and SBA servicing rights of $3.0 million. The Company’s core deposit intangible assets are being amortized using the straight line method, over periods ranging from five to ten years, with amortization expense expected to be approximately $3.1 million in fiscal 2026, $2.7 million in fiscal 2027, $2.7 million in fiscal 2028, $2.7 million in fiscal 2029, $2.5 million in fiscal 2030, and $6.4 million thereafter. As of June 30, 2025, and June 30, 2024, there was no impairment indicated.

The Company records mortgage servicing rights (MSR) at fair value for all loans sold on a servicing retained basis with subsequent adjustments to fair value of MSR in accordance with FASB ASC 860. An estimate of the fair value of the Company’s MSR is determined utilizing assumptions about factors such as mortgage interest rates, discount rates, mortgage loan prepayment speeds, market trends and industry demand. Changes in the fair value of MSR are recorded in loan servicing fees in the consolidated statements of income.

Income Taxes

Income Taxes. The Company accounts for income taxes in accordance with income tax accounting guidance (ASC 740, Income Taxes). The income tax accounting guidance results in two components of income tax expense: current and deferred. Current income tax expense reflects taxes to be paid or refunded for the current period by applying the provisions of the enacted tax law to the taxable income or excess of deductions over revenues. The Company determines deferred income taxes using the liability (or balance sheet) method. Under this method, the net deferred tax asset or liability is based on the tax effects of the differences between the book and tax bases of assets and liabilities, and enacted changes in tax rates and laws are recognized in the period in which they occur.

Deferred income tax expense results from changes in deferred tax assets and liabilities between periods. Deferred tax assets are recognized if it is more likely than not, based on the technical merits, that the tax position will be realized or sustained upon examination. The term more likely than not means a likelihood of more than 50 percent; the terms examined and upon examination also include resolution of the related appeals or litigation processes, if any. A tax position that meets the more-likely-than-not recognition threshold is initially and subsequently measured as the largest amount of tax benefit that has a greater than 50 percent likelihood of being realized upon settlement with a taxing

authority that has full knowledge of all relevant information. The determination of whether or not a tax position has met the more-likely-than-not recognition threshold considers the facts, circumstances, and information available at the reporting date and is subject to the management’s judgment. Deferred tax assets are reduced by a valuation allowance if, based on the weight of evidence available, it is more likely than not that some portion or all of a deferred tax asset will not be realized.

The Company recognizes interest and penalties on income taxes as a component of income tax expense.

The Company files consolidated income tax returns with its subsidiaries, the Bank and SB Real Estate Investments, LLC, with a tax year ended June 30. Southern Bank Real Estate Investments, LLC files a separate REIT return for federal tax purposes, and also files state income tax returns with a tax year ended December 31.

Derivative Financial Instruments and Hedging Activities

Derivative Financial Instruments and Hedging Activities. The Company enters into derivative financial instruments, primarily interest rate swaps, to manage interest rate risk, facilitate asset/liability management strategies and manage other exposures. Derivative instruments are accounted pursuant to ASC Topic 815, “Derivatives and Hedging”, which requires companies to recognize derivative instruments as either assets or liabilities in the consolidated balance sheet. All derivative financial instruments are recognized as other assets or other liabilities, as applicable, at estimated fair value. The change in each of these financial statement line items is included as operating cash flows in the accompanying consolidated statements of cash flows. The Company does not speculate using derivative instruments. Derivative financial instruments are more fully described in Note 17.

Incentive Plans

Incentive Plans. The Company accounts for its Equity Incentive Plan (EIP), and Omnibus Incentive Plans (OIP) in accordance with ASC 718, “Share-Based Payment.” Compensation expense is based on the market price of the Company’s stock on the date the shares are granted and is recorded over the vesting period. The difference between the grant-date fair value and the fair value on the date the shares are considered earned represents a tax benefit to the Company that is recorded as an adjustment to income tax expense.

Non-Employee Directors' Retirement

Non-Employee Directors’ Retirement. The Bank entered into directors’ retirement agreements beginning in April 1994 for non-employee directors and continued to do so for new non-employee directors joining the Bank’s board through December 2014. These directors’ retirement agreements provide that each participating non-employee director (participant) shall receive, upon termination of service on the Board on or after age 60, other than termination for cause, a benefit in equal annual installments over a five year period. The benefit will be based upon the product of the participant’s vesting percentage and the total Board fees paid to the participant during the calendar year preceding termination of service on the Board. The vesting percentage shall be determined based upon the participant’s years of service on the Board.

In the event that the participant dies before collecting any or all of the benefits, the Bank shall pay the participant’s beneficiary. Benefits shall not be payable to anyone other than the beneficiary, and shall terminate on the death of the beneficiary.

Stock Options

Stock Options. Compensation cost is measured based on the grant-date fair value of the equity instruments issued, and recognized over the vesting period during which an employee provides service in exchange for the award.

Earnings Per Share

Earnings Per Share. Basic earnings per share available to common stockholders is computed using the weighted-average number of common shares outstanding. Diluted earnings per share available to common stockholders includes the effect of all weighted-average dilutive potential common shares (stock options and restricted stock grants) outstanding during each period.

Comprehensive Income

Comprehensive Income. Comprehensive income consists of net income and other comprehensive income (loss), net of applicable income taxes. Other comprehensive income (loss) includes unrealized appreciation (depreciation) on available-for-sale securities, unrealized appreciation (depreciation) on available-for-sale securities for which a credit loss has been recognized in income, and changes in the funded status of defined benefit pension plans.

Transfers Between Fair Value Hierarchy Levels

Transfers Between Fair Value Hierarchy Levels. Transfers in and out of Level 1 (quoted market prices), Level 2 (other significant observable inputs) and Level 3 (significant unobservable inputs) are recognized on the period ending date.

Wealth Management Assets and Fees Wealth Management Assets and Fees. Assets managed in fiduciary or investment management accounts by the Company are not included in the consolidated balance sheets since such items are not assets of the Company or its subsidiaries. Fees from fiduciary or investment management activities are recorded in the period in which the service is provided. Fees are generally a function of the market value of assets managed and administered, the volume of transactions, and fees for other services rendered, as set forth in the agreement between the customer and the Company. This revenue recognition involves the use of estimates and assumptions, including components that are calculated based on asset valuations and transaction volumes. Any out-of-pocket expenses or services not typically covered by the fee schedule for fiduciary activities are charged directly to the account on a gross basis as revenue is incurred. The Southern Wealth Management division held fiduciary assets totaling $107.6 million and $100.9 as of June 30, 2025 and 2024, respectively, and investment management assets totaling $538.2 million and $474.7 million as of June 30, 2025 and 2024, respectively.
New Accounting Pronouncements

The following paragraphs summarize the impact of new accounting pronouncements:

In January 2021, the FASB published ASU 2021-01, “Reference Rate Reform. (Topic 848)”. ASU 2021-01 clarified that certain optional expedients and exceptions in Topic 848 for contract modifications and hedge accounting apply to derivatives that are affected by the discounting transition. The ASU also amended the expedients and exceptions in Topic 848 to capture the incremental consequences of the scope clarification and to tailor the existing guidance to derivative instruments affected by the discounting transition. An entity may elect to apply the amendments in this update on a full retrospective basis as of any date from the beginning of an interim period that includes or is subsequent to March 12, 2020, or on a prospective basis to new modifications from any date within an interim period that includes or is subsequent to the date of the issuance of a final update, up to the date that financial statements are available to be issued. If an entity elects to apply any of the amendments in this update for an eligible hedging relationship, any adjustments as a result of those elections must be reflected as of the date the entity applies the election. Originally, the amendments in this update did not apply to contract modifications made after December 31, 2022, new hedging relationships entered into after December 31, 2022, and existing hedging relationships evaluated for effectiveness in periods after December 31, 2022 except for hedging relationships existing as of December 31, 2022, that apply certain optional expedients in which the accounting effects are recorded through the end of the hedging relationship (including periods after December 31, 2022). With the issuance of ASU 2022-06 Reference Rate Reform (Topic 848): Deferral of the Sunset Date of Topic 848, the sunset date for adoption of ASU 2021-01 was extended from December 31, 2022 to December 31, 2024. The adoption of this ASU did not have a material impact on the Company’s consolidated financial statements.

In November 2023, the FASB issued ASU 2023-07, “Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures.” The amendments in this update improve financial reporting by requiring disclosure of incremental segment information on an annual and interim basis for all public entities to enable investors to develop more decision-useful financial analyses. The amendments in this update do not change how a public entity identifies its operating segments, aggregates those operating segments, or applies the quantitative thresholds to determine its reportable segments. The amendments of this ASU are effective for fiscal years beginning after December 15, 2023 and interim periods within fiscal years beginning after December 15, 2024. The Company adopted this ASU for the fiscal year beginning July 1, 2024, and the accounting and disclosure of this ASU did not have a material impact on the consolidated financial statements.

On December 14, 2023, FASB published ASU 2023-02, “Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method.” This ASU permits reporting entities to elect to account for tax equity investments, regardless of the tax credit program for which the income tax credits are received, using the proportional amortization method if certain conditions are met. Under the proportional amortization method, an entity amortizes the initial cost of the investment in proportion to the income tax credits and other income tax benefits received and recognizes the net amortization and income tax credits and other income tax benefits in the income statement as a component of income tax expense. A reporting entity makes an accounting policy election to apply the proportional amortization method on a tax-credit-program-by-tax-credit-program

basis rather than electing to apply the proportional amortization method at the reporting entity level or to individual investments. This ASU also requires specific disclosures of investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method. The ASU was effective for fiscal years beginning after December 15, 2023, and was effective for the Company beginning July 1, 2024. The adoption of ASU 2023-02 did not have a material impact on the Company’s consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes - Improvements to Income Tax Disclosures (Topic 740)”. ASU 2023-09 was issued to address requests by investors and creditors for enhanced transparency and decision usefulness of income tax disclosures. Public business entities (PBEs) would be required to prepare an annual detailed, tabular tax rate reconciliation. All other entities would be required to provide qualitative disclosure on specific categories and individual jurisdictions that result in significant differences between the statutory and effective tax rates. All entities would be required to annually disclose taxes paid disaggregated by federal, state, and foreign taxes, as well as disaggregating taxes by individual jurisdiction if taxes paid exceed 5% of total income taxes paid. The ASU is effective for PBEs for fiscal years beginning after December 15, 2024. The Company is evaluating the impact of the adoption of ASU 2023-09.

In November 2024, the FASB issued ASU 2024-03, “Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40)”. ASU 2024-03 was issued to improve the disclosures about a public business entity’s expenses and address requests from investors for more detailed information about the types of expenses (including purchases of inventory, employee compensation, depreciation, amortization, and depletion) in commonly presented expense captions (such as cost of sales, SG&A, and research and development). The ASU is effective for PBEs for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. The Company is evaluating the impact of the adoption of ASU 2024-03.

Significant Estimates

Accounting principles generally accepted in the United States of America require disclosure of certain significant estimates and current vulnerabilities due to certain concentrations. Estimates related to the ACL are described in Note 1.

v3.25.2
Organization and Summary of Significant Accounting Policies (Tables)
12 Months Ended
Jun. 30, 2025
Organization and Summary of Significant Accounting Policies  
Correction of an Immaterial Error in Prior Period Financial Statements

Consolidated Balance Sheet

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Liabilities and Stockholders' Equity:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Consolidated Statement of Income

For the twelve- month period ended June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Interest expense:

Deposits

$

102,157

$

(451)

$

101,706

Securities sold under agreements to repurchase

-

451

451

Fair Value of Financial Instruments

June 30, 2024

 

As Previously

 

Net

 

(dollars in thousands)

    

Presented

    

Change

    

As Corrected

Carrying Amount:

Deposits

$

3,952,457

$

(9,398)

$

3,943,059

Securities sold under agreements to repurchase

-

9,398

9,398

Significant Other Observable Inputs (Level 2):

Securities sold under agreements to repurchase

-

9,398

9,398

v3.25.2
Available for Sale Securities (Tables)
12 Months Ended
Jun. 30, 2025
Available for Sale Securities  
Schedule of available for sale securities

June 30, 2025

 

 

Gross

 

Gross

 

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

26,030

$

5

$

(1,772)

$

$

24,263

Corporate obligations

31,199

75

(632)

30,642

Asset-backed securities

42,059

567

(145)

42,481

Other securities

 

4,007

 

10

 

(53)

 

 

3,964

Total debt securities

103,295

657

(2,602)

101,350

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

138,377

1,623

(5,005)

134,995

Commercial MBS issued by GSEs

96,377

446

(4,821)

92,002

CMOs issued by GSEs

137,346

402

(5,251)

132,497

Total MBS and CMOs

 

372,100

 

2,471

 

(15,077)

 

359,494

Total AFS securities

$

475,395

$

3,128

$

(17,679)

$

$

460,844

June 30, 2024

 

 

Gross

 

Gross

Allowance

Estimated

 

Amortized

 

Unrealized

 

Unrealized

 

for

 

Fair

(dollars in thousands)

    

Cost

    

Gains

    

Losses

    

Credit Losses

    

Value

Debt securities:

Obligations of states and political subdivisions

$

29,960

$

4

$

(2,211)

$

$

27,753

Corporate obligations

32,998

60

(1,781)

31,277

Asset-backed securities

57,403

1,525

(249)

58,679

Other securities

5,387

 

20

 

(74)

 

5,333

Total debt securities

125,748

1,609

(4,315)

123,042

Mortgage-backed securities (MBS) and collateralized mortgage obligations (CMOs):

Residential MBS issued by governmental sponsored enterprises (GSEs)

110,918

692

(6,855)

104,755

Commercial MBS issued by GSEs

65,195

297

(5,746)

59,746

CMOs issued by GSEs

148,382

82

(8,104)

140,360

Total MBS and CMOs

 

324,495

 

1,071

 

(20,705)

 

 

304,861

Total AFS securities

$

450,243

$

2,680

$

(25,020)

$

$

427,903

Schedule of amortized cost and fair value of available-for-sale securities, by contractual maturity

June 30, 2025

 

Amortized

 

Estimated

(dollars in thousands)

    

Cost

    

Fair Value

Within one year

$

1,147

$

1,144

After one year but less than five years

 

25,958

 

25,628

After five years but less than ten years

 

45,812

 

44,292

After ten years

 

30,378

 

30,286

Total investment securities

 

103,295

 

101,350

MBS and CMOs

 

372,100

 

359,494

Total AFS securities

$

475,395

$

460,844

Schedule of available-for-sale securities, continuous unrealized loss position and fair Value

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2025

Obligations of state and political subdivisions

$

4,882

$

84

$

15,807

$

1,688

$

20,689

$

1,772

Corporate obligations

1,936

6

18,194

626

20,130

632

Asset-backed securities

3,281

2

839

143

4,120

145

Other securities

15

3,578

53

3,593

53

MBS and CMOs

 

57,829

 

465

 

158,105

 

14,612

 

215,934

 

15,077

Total AFS securities

$

67,943

$

557

$

196,523

$

17,122

$

264,466

$

17,679

 

Less than 12 months

 

12 months or more

 

Total

 

Unrealized

 

Unrealized

 

Unrealized

(dollars in thousands)

    

Fair Value

    

Losses

    

Fair Value

    

Losses

    

Fair Value

    

Losses

For the year ended June 30, 2024

Obligations of state and political subdivisions

$

3,720

$

38

$

21,762

$

2,173

$

25,482

$

2,211

Corporate obligations

25,295

1,781

25,295

1,781

Asset-backed securities

7,234

249

7,234

249

Other securities

4,404

31

287

43

4,691

74

MBS and CMOs

 

56,820

 

621

 

193,382

 

20,084

 

250,202

 

20,705

Total AFS securities

$

64,944

$

690

$

247,960

$

24,330

$

312,904

$

25,020

v3.25.2
Loans and Allowance for Credit Losses (Tables)
12 Months Ended
Jun. 30, 2025
Loans and Allowance for Credit Losses  
Schedule of classes of loans

(dollars in thousands)

    

June 30, 2025

    

June 30, 2024

1-4 Family residential real estate

$

992,445

$

925,397

Non-owner occupied commercial real estate

 

888,317

 

899,770

Owner occupied commercial real estate

 

442,984

 

427,476

Multi-family real estate

 

422,758

 

384,564

Construction and land development

332,405

290,541

Agriculture real estate

 

244,983

 

232,520

Total loans secured by real estate

 

3,323,892

 

3,160,268

Commercial and industrial

510,259

450,147

Agriculture production

206,128

175,968

Consumer

55,387

59,671

All other loans

5,102

3,981

Gross loans

 

4,100,768

 

3,850,035

Deferred loan fees, net

 

(178)

 

(232)

Allowance for credit losses

 

(51,629)

 

(52,516)

Net loans

$

4,048,961

$

3,797,287

Schedule of PCD loans

(dollars in thousands)

    

January 20, 2023

PCD Loans – Citizens

Purchase price of PCD loans at acquisition

$

27,481

ACL at acquisition

 

(1,121)

Fair value of PCD loans at acquisition

$

26,360

Schedule of balance in the allowance for loan losses and the recorded investment in loans based on portfolio segment and impairment methods

 

Balance

 

Provision

 

Balance

(dollars in thousands)

beginning

Initial ACL

(benefit) charged

Losses

end

June 30, 2025

    

of period

    

on PCD loans

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 Family residential real estate

$

10,528

$

$

(211)

$

(89)

$

46

$

10,274

Non-owner occupied commercial real estate

19,055

(3,014)

(3,800)

12,241

Owner occupied commercial real estate

4,815

(172)

(122)

4,521

Multi-family real estate

5,447

(1,165)

47

4,329

Construction and land development

2,901

1,888

(1)

4,788

Agriculture real estate

2,107

2,087

4,194

Commercial and industrial

6,233

2,160

(1,508)

67

6,952

Agriculture production

835

3,589

(1,052)

2

3,374

Consumer

578

698

(411)

87

952

All other loans

17

(13)

4

Total

$

52,516

$

$

5,847

$

(6,983)

$

249

$

51,629

Balance

 

Provision

 

Balance

(dollars in thousands)

beginning

Initial ACL

(benefit) charged

Losses

end

June 30, 2024

    

of period

    

on PCD loans

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 Family residential real estate

$

9,474

$

$

1,067

$

(46)

$

33

$

10,528

Non-owner occupied commercial real estate

13,863

5,688

(496)

19,055

Owner occupied commercial real estate

5,168

(353)

4,815

Multi-family real estate

6,806

(880)

(479)

5,447

Construction and land development

3,414

(242)

(289)

18

2,901

Agriculture real estate

2,567

(460)

2,107

Commercial and industrial

5,235

1,356

(395)

37

6,233

Agriculture production

782

53

835

Consumer

490

400

(350)

38

578

All other loans

21

(4)

17

Total

$

47,820

$

$

6,625

$

(2,055)

$

126

$

52,516

 

Balance

 

Provision

 

Balance

(dollars in thousands)

beginning

Initial ACL

(benefit) charged

Losses

end

June 30, 2023

    

of period

    

on PCD loans

    

to expense

    

charged off

    

Recoveries

    

of period

Allowance for credit losses on loans:

1-4 Family residential real estate

$

7,266

$

261

$

2,044

$

(98)

$

1

$

9,474

Non-owner occupied commercial real estate

11,101

44

2,718

13,863

Owner occupied commercial real estate

2,555

584

2,274

(245)

5,168

Multi-family real estate

2,057

4,749

6,806

Construction and land development

3,256

12

134

12

3,414

Agriculture real estate

2,145

422

2,567

Commercial and industrial

3,597

214

1,492

(76)

8

5,235

Agriculture production

799

(11)

(6)

782

Consumer

402

6

302

(248)

28

490

All other loans

14

7

21

Total

$

33,192

$

1,121

$

14,131

$

(673)

$

49

$

47,820

Schedule of allowance for off-balance credit exposure

 

Balance

Provision

 

Balance

(dollars in thousands)

beginning

(benefit) charged

end

June 30, 2025

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 Family residential real estate

$

140

$

62

$

202

Non-owner occupied commercial real estate

153

(19)

134

Owner occupied commercial real estate

136

25

161

Multi-family real estate

31

(31)

Construction and land development

1,912

367

2,279

Agriculture real estate

60

21

81

Commercial and industrial

782

292

1,074

Agriculture production

37

(37)

Consumer

12

(12)

All other loans

8

8

Total

$

3,263

$

676

$

3,939

 

Balance

Provision

 

Balance

(dollars in thousands)

beginning

(benefit) charged

end

June 30, 2024

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 Family residential real estate

$

126

$

14

$

140

Non-owner occupied commercial real estate

154

(1)

153

Owner occupied commercial real estate

182

(46)

136

Multi-family real estate

16

15

31

Construction and land development

4,897

(2,985)

1,912

Agriculture real estate

50

10

60

Commercial and industrial

730

52

782

Agriculture production

107

(70)

37

Consumer

16

(4)

12

All other loans

10

(10)

Total

$

6,288

$

(3,025)

$

3,263

 

Balance

Provision

 

Balance

(dollars in thousands)

beginning

(benefit) charged

end

June 30, 2023

    

of period

    

to expense

    

of period

Allowance for off-balance sheet credit exposure:

1-4 Family residential real estate

$

107

$

19

$

126

Non-owner occupied commercial real estate

202

(48)

154

Owner occupied commercial real estate

78

104

182

Multi-family real estate

15

1

16

Construction and land development

2,243

2,654

4,897

Agriculture real estate

73

(23)

50

Commercial and industrial

420

310

730

Agriculture production

218

(111)

107

Consumer

2

14

16

All other loans

10

10

Total

$

3,358

$

2,930

$

6,288

Schedule of Gross charge-offs by loan class and year of origination

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

June 30, 2025

1-4 Family residential real estate

$

$

$

$

$

$

89

$

$

89

Non-owner occupied commercial real estate

 

 

 

 

3,800

 

 

 

 

3,800

Owner occupied commercial real estate

 

 

 

122

 

 

 

 

 

122

Construction and land development

 

 

 

 

 

1

 

 

 

1

Commercial and industrial

 

25

 

505

 

212

 

507

 

217

 

42

 

 

1,508

Agriculture production

 

 

1,052

 

 

 

 

 

 

1,052

Consumer

 

131

 

131

 

84

 

41

 

7

 

17

 

 

411

Total gross charge-offs

$

156

$

1,688

$

418

$

4,348

$

225

$

148

$

$

6,983

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

June 30, 2024

1-4 Family residential real estate

$

$

$

6

$

$

$

40

$

$

46

Non-owner occupied commercial real estate

 

 

496

 

 

 

 

 

 

496

Multi-family real estate

 

 

 

382

 

97

 

 

 

 

479

Construction and land development

 

 

100

 

78

 

111

 

 

 

 

289

Commercial and industrial

 

 

190

 

195

 

10

 

 

 

 

395

Consumer

 

38

 

162

 

100

 

41

 

 

9

 

 

350

Total gross charge-offs

$

38

$

948

$

761

$

259

$

$

49

$

$

2,055

Schedule of credit risk profile of the Company's loan portfolio based on rating category and payment activity

Revolving

(dollars in thousands)

    

2025

    

2024

    

2023

    

2022

    

2021

    

Prior

    

loans

    

Total

1-4 Family residential real estate

Pass

$

204,048

$

110,823

$

133,616

$

167,711

$

126,851

$

132,126

$

112,346

$

987,521

Watch

 

620

 

261

 

376

 

360

 

277

 

250

 

 

2,144

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

734

 

190

 

346

 

33

 

1,359

 

118

 

2,780

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 Family residential real estate

$

204,668

$

111,818

$

134,182

$

168,417

$

127,161

$

133,735

$

112,464

$

992,445

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

115,266

$

82,983

$

213,647

$

273,348

$

76,522

$

70,869

$

7,570

$

840,205

Watch

 

 

1,770

 

15,146

 

213

 

 

 

 

17,129

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

64

 

4,490

 

26,429

 

 

 

 

30,983

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

115,266

$

84,817

$

233,283

$

299,990

$

76,522

$

70,869

$

7,570

$

888,317

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

72,469

$

57,047

$

87,899

$

79,946

$

73,291

$

43,764

$

21,206

$

435,622

Watch

 

1,440

 

2,234

 

287

 

83

 

 

73

 

 

4,117

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

868

 

969

 

901

 

71

 

436

 

 

3,245

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

73,909

$

60,149

$

89,155

$

80,930

$

73,362

$

44,273

$

21,206

$

442,984

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

79,658

$

19,078

$

179,905

$

69,862

$

56,328

$

13,577

$

1,402

$

419,810

Watch

 

1,571

 

 

 

1,377

 

 

 

 

2,948

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

81,229

$

19,078

$

179,905

$

71,239

$

56,328

$

13,577

$

1,402

$

422,758

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

161,995

$

32,148

$

117,395

$

9,144

$

1,829

$

1,396

$

2,020

$

325,927

Watch

 

 

 

 

 

 

63

 

 

63

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

5,743

 

 

 

 

672

 

 

6,415

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

161,995

$

37,891

$

117,395

$

9,144

$

1,829

$

2,131

$

2,020

$

332,405

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

56,350

$

24,526

$

36,351

$

40,456

$

37,094

$

11,570

$

18,747

$

225,094

Watch

 

3,883

 

1,092

 

2,145

 

5,603

 

4,043

 

 

475

 

17,241

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

35

 

2,206

 

257

 

150

 

 

 

 

2,648

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

60,268

$

27,824

$

38,753

$

46,209

$

41,137

$

11,570

$

19,222

$

244,983

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

169,734

$

38,321

$

36,459

$

31,607

$

16,918

$

6,016

$

192,310

$

491,365

Watch

 

3,966

 

4,565

 

2,453

 

 

250

 

13

 

4,437

 

15,684

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

753

 

111

 

165

 

935

 

53

 

239

 

954

 

3,210

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

174,453

$

42,997

$

39,077

$

32,542

$

17,221

$

6,268

$

197,701

$

510,259

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

43,446

$

13,230

$

5,631

$

1,910

$

4,363

$

302

$

119,345

$

188,227

Watch

 

3,319

 

888

 

 

83

 

 

 

13,357

 

17,647

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

26

 

127

 

81

 

8

 

 

12

 

 

254

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

46,791

$

14,245

$

5,712

$

2,001

$

4,363

$

314

$

132,702

$

206,128

Consumer

 

 

 

 

 

 

 

 

Pass

$

29,912

$

11,264

$

8,330

$

3,189

$

938

$

172

$

1,483

$

55,288

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

50

 

20

 

12

 

17

 

 

 

 

99

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

29,962

$

11,284

$

8,342

$

3,206

$

938

$

172

$

1,483

$

55,387

All other loans

 

 

 

 

 

 

 

 

Pass

$

2,334

$

869

$

245

$

82

$

132

$

1,440

$

$

5,102

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

2,334

$

869

$

245

$

82

$

132

$

1,440

$

$

5,102

Total Loans

 

 

 

 

 

 

 

 

Pass

$

935,212

$

390,289

$

819,478

$

677,255

$

394,266

$

281,232

$

476,429

$

3,974,161

Watch

 

14,799

 

10,810

 

20,407

 

7,719

 

4,570

 

399

 

18,269

 

76,973

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

864

 

9,873

 

6,164

 

28,786

 

157

 

2,718

 

1,072

 

49,634

Doubtful

 

 

 

 

 

 

 

 

Total

$

950,875

$

410,972

$

846,049

$

713,760

$

398,993

$

284,349

$

495,770

$

4,100,768

Revolving

(dollars in thousands)

    

2024

    

2023

    

2022

    

2021

    

2020

    

Prior

    

loans

    

Total

1-4 Family residential real estate

Pass

$

167,734

$

157,530

$

195,002

$

142,721

$

66,292

$

92,728

$

99,365

$

921,372

Watch

 

877

 

289

 

87

 

396

 

98

 

23

 

 

1,770

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

686

 

797

 

243

 

183

 

30

 

294

 

22

 

2,255

Doubtful

 

 

 

 

 

 

 

 

Total 1-4 Family residential real estate

$

169,297

$

158,616

$

195,332

$

143,300

$

66,420

$

93,045

$

99,387

$

925,397

Non-owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

120,914

$

232,802

$

294,138

$

102,380

$

33,691

$

55,190

$

6,470

$

845,585

Watch

 

4,658

 

16,232

 

209

 

1,513

 

4,443

 

1,404

 

 

28,459

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

43

 

25,683

 

 

 

 

 

25,726

Doubtful

 

 

 

 

 

 

 

 

Total Non-owner occupied commercial real estate

$

125,572

$

249,077

$

320,030

$

103,893

$

38,134

$

56,594

$

6,470

$

899,770

Owner occupied commercial real estate

 

 

 

 

 

 

 

 

Pass

$

63,251

$

98,776

$

89,361

$

86,975

$

25,664

$

26,124

$

20,147

$

410,298

Watch

 

1,252

 

6,492

 

1,178

 

154

 

 

1,181

 

520

 

10,777

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

3,233

 

 

2,199

 

 

 

428

 

541

 

6,401

Doubtful

 

 

 

 

 

 

 

 

Total Owner occupied commercial real estate

$

67,736

$

105,268

$

92,738

$

87,129

$

25,664

$

27,733

$

21,208

$

427,476

Multi-family real estate

 

 

 

 

 

 

 

 

Pass

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total Multi-family real estate

$

36,518

$

157,471

$

86,171

$

77,545

$

21,438

$

5,341

$

80

$

384,564

Construction and land development

 

 

 

 

 

 

 

 

Pass

$

104,162

$

143,538

$

27,524

$

4,379

$

3,887

$

679

$

1,518

$

285,687

Watch

 

652

 

2,906

 

131

 

 

 

 

 

3,689

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

1,129

 

36

 

 

 

 

 

 

1,165

Doubtful

 

 

 

 

 

 

 

 

Total Construction and land development

$

105,943

$

146,480

$

27,655

$

4,379

$

3,887

$

679

$

1,518

$

290,541

Agriculture real estate

 

 

 

 

 

 

 

 

Pass

$

39,491

$

46,387

$

56,407

$

49,334

$

9,947

$

9,238

$

18,003

$

228,807

Watch

 

281

 

100

 

197

 

 

259

 

 

 

837

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

2,265

 

281

 

 

283

 

 

 

47

 

2,876

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture real estate

$

42,037

$

46,768

$

56,604

$

49,617

$

10,206

$

9,238

$

18,050

$

232,520

Commercial and industrial

 

 

 

 

 

 

 

 

Pass

$

116,173

$

60,404

$

43,205

$

43,879

$

3,145

$

4,863

$

174,181

$

445,850

Watch

 

1,031

 

250

 

43

 

 

 

228

 

404

 

1,956

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

272

 

275

 

859

 

 

116

 

769

 

50

 

2,341

Doubtful

 

 

 

 

 

 

 

 

Total Commercial and industrial

$

117,476

$

60,929

$

44,107

$

43,879

$

3,261

$

5,860

$

174,635

$

450,147

Agriculture production

 

 

 

 

 

 

 

 

Pass

$

40,980

$

11,288

$

4,115

$

6,159

$

1,965

$

229

$

110,396

$

175,132

Watch

 

170

 

37

 

204

 

 

 

127

 

217

 

755

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

5

 

23

 

9

 

17

 

 

27

 

 

81

Doubtful

 

 

 

 

 

 

 

 

Total Agriculture production

$

41,155

$

11,348

$

4,328

$

6,176

$

1,965

$

383

$

110,613

$

175,968

Consumer

 

 

 

 

 

 

 

 

Pass

$

30,317

$

17,318

$

6,547

$

2,268

$

467

$

54

$

2,683

$

59,654

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

3

 

11

 

3

 

 

 

 

17

Doubtful

 

 

 

 

 

 

 

 

Total Consumer

$

30,317

$

17,321

$

6,558

$

2,271

$

467

$

54

$

2,683

$

59,671

All other loans

 

 

 

 

 

 

 

 

Pass

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Watch

 

 

 

 

 

 

 

 

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

 

 

 

 

 

 

 

Doubtful

 

 

 

 

 

 

 

 

Total All other loans

$

1,139

$

644

$

122

$

217

$

43

$

1,816

$

$

3,981

Total Loans

 

 

 

 

 

 

 

 

Pass

$

720,679

$

926,158

$

802,592

$

515,857

$

166,539

$

196,262

$

432,843

$

3,760,930

Watch

 

8,921

 

26,306

 

2,049

 

2,063

 

4,800

 

2,963

 

1,141

 

48,243

Special Mention

 

 

 

 

 

 

 

 

Substandard

 

7,590

 

1,458

 

29,004

 

486

 

146

 

1,518

 

660

 

40,862

Doubtful

 

 

 

 

 

 

 

 

Total

$

737,190

$

953,922

$

833,645

$

518,406

$

171,485

$

200,743

$

434,644

$

3,850,035

Schedule of company's loan portfolio aging analysis

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2025

1-4 Family residential real estate

$

1,317

$

1,973

$

2,442

$

5,732

$

986,713

$

992,445

$

Non-owner occupied commercial real estate

 

62

 

 

5,784

 

5,846

 

882,471

 

888,317

 

Owner occupied commercial real estate

 

 

116

 

989

 

1,105

 

441,879

 

442,984

 

Multi-family real estate

 

 

 

 

 

422,758

 

422,758

 

Construction and land development

 

315

 

12

 

5,743

 

6,070

 

326,335

 

332,405

 

Agriculture real estate

 

178

 

11

 

2,613

 

2,802

 

242,181

 

244,983

 

Commercial and industrial

 

1,055

 

219

 

1,837

 

3,111

 

507,148

 

510,259

 

Agriculture production

 

163

 

164

 

78

 

405

 

205,723

 

206,128

 

Consumer

 

380

 

98

 

74

 

552

 

54,835

 

55,387

 

All other loans

 

 

 

 

 

5,102

 

5,102

 

Total loans

$

3,470

$

2,593

$

19,560

$

25,623

$

4,075,145

$

4,100,768

$

Greater Than

Greater Than 90

30-59 Days

60-89 Days

90 Days

Total

Total Loans

Days Past Due

(dollars in thousands)

    

Past Due

    

Past Due

    

Past Due

    

Past Due

    

Current

    

Receivable

    

and Accruing

June 30, 2024

 

  

 

  

 

  

 

  

 

  

 

  

 

  

1-4 Family residential real estate

$

890

$

2,087

$

664

$

3,641

$

921,756

$

925,397

$

Non-owner occupied commercial real estate

 

107

 

 

 

107

 

899,663

 

899,770

 

Owner occupied commercial real estate

 

305

 

 

1,060

 

1,365

 

426,111

 

427,476

 

Multi-family real estate

 

 

 

 

 

384,564

 

384,564

 

Construction and land development

 

251

 

377

 

 

628

 

289,913

 

290,541

 

Agriculture real estate

 

573

 

 

35

 

608

 

231,912

 

232,520

 

Commercial and industrial

 

641

 

83

 

1,335

 

2,059

 

448,088

 

450,147

 

Agriculture production

 

50

 

 

344

 

394

 

175,574

 

175,968

 

Consumer

 

311

 

74

 

14

 

399

 

59,272

 

59,671

 

All other loans

 

 

 

 

 

3,981

 

3,981

 

Total loans

$

3,128

$

2,621

$

3,452

$

9,201

$

3,840,834

$

3,850,035

$

Schedule of company's collateral dependent loans and related ACL

Allowance on

(dollars in thousands)

Primary Type of Collateral

Collateral

June 30, 2025

Real Estate

Land

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

1-4 Family residential real estate

 

$

752

$

$

$

752

$

117

Non-owner occupied commercial real estate

31,764

31,764

6,456

Owner occupied commercial real estate

811

541

1,352

290

Construction and land development

5,743

661

6,404

161

Agriculture real estate

1,695

1,695

Commercial and industrial

494

3,128

3,622

1,129

Total loans

$

41,259

$

661

$

3,669

$

45,589

$

8,153

Allowance on

(dollars in thousands)

Primary Type of Collateral

Collateral

June 30, 2024

Real Estate

Land

Other

Total

Dependent Loans

 

  

 

  

 

  

 

  

 

  

1-4 Family residential real estate

 

$

797

$

$

$

797

$

116

Non-owner occupied commercial real estate

23,457

23,457

10,175

Commercial and industrial

2,705

2,705

635

Total loans

$

24,254

$

$

2,705

$

26,959

$

10,926

Schedule of company's nonaccrual loans

    

    

(dollars in thousands)

June 30, 2025

June 30, 2024

1-4 Family residential real estate

$

2,847

$

1,391

Non-owner occupied commercial real estate

 

5,784

 

Owner occupied commercial real estate

 

1,309

 

1,102

Construction and land development

 

5,789

 

108

Agriculture real estate

 

3,268

 

1,896

Commercial and industrial

 

3,442

 

1,703

Agriculture production

 

505

 

461

Consumer

 

96

 

19

Total loans

$

23,040

$

6,680

Schedule of performing loans classified as modifications to borrowers experiencing financial difficulty

June 30, 2025

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 Family residential real estate

$

$

$

24

$

0.00

%  

Non-owner occupied commercial real estate

 

 

22,270

 

 

2.51

%  

Owner occupied commercial real estate

 

 

 

 

2,701

0.61

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

661

0.20

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

54

 

 

0.01

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

22,324

$

24

$

3,362

0.63

%  

June 30, 2024

Term

Interest

Total Class of

    

Principal

Payment

Extension

Rate

Financing

    

Forgiveness

    

Delays

    

Modifications

    

Reduction

    

Receivable

(dollars in thousands)

1-4 Family residential real estate

$

$

$

$

%  

Non-owner occupied commercial real estate

 

 

 

 

%  

Owner occupied commercial real estate

 

 

 

 

%  

Multi-family real estate

 

 

 

 

%  

Construction and land development

 

 

 

 

%  

Agriculture real estate

 

 

 

 

%  

Commercial and industrial

 

 

859

 

 

0.19

%  

Agriculture production

 

 

 

 

%  

Consumer

 

 

 

 

%  

All other loans

 

 

 

 

%  

Total

$

$

859

$

$

0.02

%  

Schedule of loans to executive officers, directors, significant shareholders and their affiliates held by the Company

June 30, 

(dollars in thousands)

    

2025

    

2024

Beginning Balance

 

$

11,101

$

10,547

Additions

 

 

8,816

 

6,465

Repayments

 

 

(7,228)

 

(5,911)

Change in related party

 

 

1,688

 

Ending Balance

 

$

14,377

$

11,101

v3.25.2
Premises and Equipment (Tables)
12 Months Ended
Jun. 30, 2025
Premises and Equipment  
Schedule of premises and equipment

June 30, 

(dollars in thousands)

2025

    

2024

Land

$

15,386

$

15,376

Buildings and improvements

 

85,512

 

84,474

Construction in progress

 

2,754

 

829

Furniture, fixtures, equipment and software

 

29,386

 

27,850

Automobiles

 

118

 

112

Operating leases ROU asset

 

6,991

 

6,669

 

140,147

 

135,310

Less accumulated depreciation

 

44,165

 

39,358

$

95,982

$

95,952

Schedule of operating lease costs and supplemental disclosures of cash flow information

At or For the Twelve

At or For the Twelve

Months Ended

Months Ended

(dollars in thousands)

June 30, 2025

June 30, 2024

Consolidated Statement of Income

Operating lease costs classified as occupancy and equipment expense

$

1,192

$

1,215

(includes short-term lease costs)

Supplemental disclosures of cash flow information

Cash paid for amounts included in the measurement of lease liabilities:

Operating cash flows from operating leases

$

760

$

840

ROU assets obtained in exchange for operating lease obligations:

$

$

2,445

Schedule of future expected lease payments

(dollars in thousands)

    

  

2026

$

839

2027

 

833

2028

 

848

2029

 

850

2030

 

834

Thereafter

 

7,662

Future lease payments expected

11,866

Less: present value discount

(4,875)

Total lease liability

$

6,991

v3.25.2
Deposits (Tables)
12 Months Ended
Jun. 30, 2025
Deposits  
Schedule of deposits

June 30, 

(dollars in thousands)

    

2025

    

2024

Non-interest bearing accounts

$

508,110

$

514,107

NOW accounts

 

1,132,298

 

1,239,663

Money market deposit accounts

 

331,251

 

336,799

Savings accounts

 

661,115

 

517,084

 

 

TOTAL NON-MATURITY DEPOSITS

 

2,632,774

 

2,607,653

Certificates

 

 

0.00-0.99%

 

6,211

 

17,862

1.00-1.99%

 

14,021

 

33,395

2.00-2.99%

 

8,314

 

46,195

3.00-3.99%

 

240,321

 

149,095

4.00-4.99%

 

1,347,081

 

671,562

5.00-5.99%

 

32,646

 

412,418

6.00% and above

 

 

4,879

TOTAL CERTIFICATES

 

1,648,594

 

1,335,406

TOTAL DEPOSITS

 

4,281,368

 

3,943,059

Schedule of certificate maturities

(dollars in thousands)

    

July 1, 2025 to June 30, 2026

$

1,224,472

July 1, 2026 to June 30, 2027

284,186

July 1, 2027 to June 30, 2028

89,055

July 1, 2028 to June 30, 2029

36,602

July 1, 2029 to June 30, 2030

14,279

TOTAL

$

1,648,594

v3.25.2
Repurchase Agreements (Tables)
12 Months Ended
Jun. 30, 2025
Repurchase Agreements  
Schedule of repurchase agreements

June 30, 

June 30, 

 

(dollars in thousands)

2025

2024

 

Period-end balance

$

15,000

$

9,398

Average balance during the period

 

14,330

 

9,398

Maximum month-end balance during the period

 

15,000

 

9,398

Average interest during the period

 

5.35

%

 

4.80

%

Period-end interest rate

 

5.11

%

 

5.39

%

Schedule of collateral pledged by class for repurchase agreements

June 30, 

June 30, 

(dollars in thousands)

2025

2024

Mortgage-backed securities (MBS)

$

15,353

$

9,981

v3.25.2
Advances from Federal Home Loan Bank (Tables)
12 Months Ended
Jun. 30, 2025
Advances from Federal Home Loan Bank  
Schedule of Advances from Federal Home Loan Bank

Interest

June 30, 

 

Maturity

Rate

2025

2024

 

(dollars in thousands)

07/24/24

0.66

%  

1,995

08/13/24

1.88

%  

3,000

03/06/25

1.01

%  

3,000

07/15/25

0.77

%  

1,995

1,967

04/20/26

4.39

%  

5,000

5,000

06/22/26

4.55

%  

5,000

5,000

06/26/26

4.49

%  

5,000

5,000

07/17/26

4.54

%  

5,000

5,000

07/22/26

1.10

%  

1,973

1,951

12/14/26

2.65

%  

84

137

04/12/27

4.04

%  

5,000

5,000

04/27/27

4.07

%  

5,000

5,000

05/03/27

3.95

%  

5,000

5,000

05/12/27

3.86

%  

5,000

5,000

06/22/27

4.38

%  

5,000

5,000

06/25/27

4.34

%  

5,000

5,000

07/19/27

4.37

%  

5,000

5,000

07/19/27

4.22

%  

10,000

03/23/28

3.85

%  

10,000

10,000

03/24/28

3.93

%  

10,000

10,000

06/22/28

4.21

%  

5,000

5,000

06/26/28

4.18

%  

5,000

5,000

07/18/28

4.19

%  

5,000

5,000

TOTAL

$

104,052

$

102,050

Weighted-average rate

4.05

%

3.82

%

Schedule of Principal Maturities of Federal Home Loan Bank

June 30, 2025

FHLB Advance Maturities

    

(dollars in thousands)

July 1, 2025 to June 30, 2026

$

16,995

July 1, 2026 to June 30, 2027

37,057

July 1, 2027 to June 30, 2028

45,000

July 1, 2028 to June 30, 2029

5,000

July 1, 2029 to June 30, 2030

TOTAL

$

104,052

v3.25.2
Employee Benefits (Tables)
12 Months Ended
Jun. 30, 2025
Employee Benefits  
Schedule of changes in options outstanding under the 2003 Plan, the 2017 Plan, and the 2024 Plan

2025

2024

2023

Weighted

Weighted

Weighted

Average

Average

Average

Price

Number

Price

Number

Price

Number

Outstanding at beginning of year

$

34.43

140,500

$

39.63

148,000

$

36.56

104,000

Granted

60.42

12,000

40.74

23,500

38.58

44,000

Exercised

24.49

(16,000)

Forfeited

 

 

42.35

(15,000)

 

Outstanding at year-end

$

42.76

152,500

$

34.43

140,500

$

39.63

148,000

Options exercisable at year-end

$

39.51

88,500

$

38.44

65,800

$

33.89

63,700

Schedule of assumptions used in determining the fair values of options

2025

2024

2023

Assumptions:

Expected dividend yield

1.52

%

2.06

%

1.79

%

Expected volatility

 

36.53

%

34.89

%

29.67

%

Risk-free interest rate

4.55

%

4.12

%

3.79

%

Weighted-average expected life (years)

10.00

10.00

10.00

Weighted-average fair value of options granted during the year

$

27.06

$

15.88

$

16.68

Schedule of information about stock options outstanding under the 2017 Plan, and the 2024 Plan

Weighted

Options Outstanding

Options Exercisable

Average

Weighted

Weighted

Remaining

Average

Average

Contractual

Number

Exercise

Number

Exercise

Life

Outstanding

Price

Exercisable

Price

31 mo.

11,500

37.31

11,500

37.31

42 mo.

15,500

34.35

15,500

34.35

56 mo.

15,500

37.40

15,500

37.40

67 mo.

23,000

34.91

18,400

34.91

79 mo.

11,500

53.82

6,900

53.82

85 mo.

7,500

46.59

3,000

46.59

92 mo.

32,500

46.94

13,000

46.94

99 mo.

3,500

40.28

700

40.28

103 mo.

20,000

40.82

4,000

40.82

116 mo.

12,000

60.42

60.42

v3.25.2
Income Taxes (Tables)
12 Months Ended
Jun. 30, 2025
Income Taxes  
Schedule of components of net deferred tax assets

(dollars in thousands)

    

June 30, 2025

    

June 30, 2024

Deferred tax assets:

 

  

 

  

Provision for losses on loans

$

12,225

$

12,159

Accrued compensation and benefits

 

1,210

 

1,063

NOL carry forwards acquired

 

24

 

30

Low income housing tax credit carry forward

 

 

396

Unrealized loss on other real estate

 

 

949

Unrealized loss on available for sale securities

3,201

4,915

Other

 

552

 

Total deferred tax assets

 

17,212

 

19,512

Deferred tax liabilities:

 

 

Purchase accounting adjustments

 

2,604

 

2,452

Depreciation

 

4,468

 

4,519

FHLB stock dividends

 

120

 

120

Prepaid expenses

 

586

 

705

Other

 

 

529

Total deferred tax liabilities

 

7,778

 

8,325

Net deferred tax asset

$

9,434

$

11,187

Schedule of reconciliation of income tax expense at the statutory rate

For the year ended June 30

(dollars in thousands)

2025

2024

2023

Tax at statutory rate

$

15,539

$

13,253

$

10,387

Increase (reduction) in taxes resulting from:

 

 

 

Nontaxable municipal income

 

(332)

 

(471)

 

(327)

State tax, net of Federal benefit

 

653

 

412

 

46

Cash surrender value of Bank-owned life insurance

 

(438)

 

(401)

 

(318)

Tax credit benefits

 

(710)

 

(12)

 

(19)

Other, net

 

704

 

147

 

457

Actual provision

$

15,416

$

12,928

$

10,226

v3.25.2
Accumulated Other Comprehensive Loss (AOCL) (Tables)
12 Months Ended
Jun. 30, 2025
Accumulated Other Comprehensive Loss (AOCL)  
Schedule of components of AOCL

June 30, 

(dollars in thousands)

    

2025

    

2024

Net unrealized loss on securities available-for-sale

$

(14,551)

$

(22,339)

Unrealized loss from defined benefit pension plan

(25)

(27)

(14,576)

(22,366)

Tax effect

3,198

4,911

Net of tax amount

$

(11,378)

$

(17,455)

Schedule of reclassified from AOCL

Amounts Reclassified From AOCI

(dollars in thousands)

Affected Line Item in the Condensed

    

2025

    

2024

    

Consolidated Statements of Income

Unrealized gain (loss) on securities available-for-sale

$

48

$

(1,489)

Net realized gains (losses) on sale of AFS securities

Amortization of defined benefit pension items

$

2

$

5

Compensation and benefits (included in computation of net periodic pension costs)

Total reclassified amount before tax

50

(1,484)

Tax benefit

11

(312)

Provision for income tax

Total reclassification out of AOCI

$

40

$

(1,172)

Net Income

v3.25.2
Stockholders' Equity and Regulatory Capital (Tables)
12 Months Ended
Jun. 30, 2025
Stockholders' Equity and Regulatory Capital  
Schedule of company and Bank's actual and required regulatory capital

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2025

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

577,150

 

13.95

%

   

$

331,050

 

8.00

%

   

$

n/a

 

n/a

Southern Bank

545,293

13.34

%

326,920

8.00

%

408,650

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

517,842

12.51

%

248,288

6.00

%

n/a

n/a

Southern Bank

494,186

12.09

%

245,190

6.00

%

326,920

8.00

%

Tier I Capital (to Average Assets)

Consolidated

517,842

10.61

%

195,249

4.00

%

n/a

n/a

Southern Bank

494,186

10.05

%

196,782

4.00

%

245,977

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

502,197

12.14

%

186,216

4.50

%

n/a

n/a

Southern Bank

494,186

12.09

%

183,892

4.50

%

265,622

6.50

%

To Be Well Capitalized Under

Prompt Corrective Action

Actual

For Capital Adequacy Purposes

Provisions

As of June 30, 2024

Amount

    

Ratio

Amount

    

Ratio

Amount

    

Ratio

(dollars in thousands)

Total Capital (to Risk-Weighted Assets)

Consolidated

   

$

524,023

 

13.23

%

   

$

316,979

 

8.00

%

   

$

n/a

 

n/a

 

Southern Bank

496,105

12.68

%

312,877

8.00

%

391,097

10.00

%

Tier I Capital (to Risk-Weighted Assets)

Consolidated

467,027

11.79

%

237,734

6.00

%

n/a

n/a

Southern Bank

447,192

11.43

%

234,658

6.00

%

312,877

8.00

%

Tier I Capital (to Average Assets)

Consolidated

467,027

10.19

%

183,262

4.00

%

n/a

n/a

Southern Bank

447,192

9.79

%

182,723

4.00

%

228,403

5.00

%

Common Equity Tier I Capital (to Risk-Weighted Assets)

Consolidated

451,474

11.39

%

178,300

4.50

%

n/a

n/a

Southern Bank

447,192

11.43

%

175,993

4.50

%

254,213

6.50

%

v3.25.2
Earnings Per Share (Tables)
12 Months Ended
Jun. 30, 2025
Earnings Per Share  
Schedule of earnings per share, basic and diluted

June 30, 

(dollars in thousands except per share data)

2025

2024

2023

Net income

$

58,578

$

50,182

$

39,237

Less: distributed earnings allocated to participating securities

 

(47)

 

(49)

 

(42)

Less: undistributed earnings allocated to participating securities

 

(217)

 

(208)

 

(150)

Net income available to common shareholders

58,314

49,925

39,045

Denominator for basic earnings per share

Weighted-average shares outstanding

 

11,234,703

 

11,292,634

 

10,124,766

Effect of dilutive securities stock options or awards

 

23,266

 

8,645

 

17,033

Denominator for diluted earnings per share

11,257,969

11,301,279

10,141,799

Basic earnings per share available to common stockholders

$

5.19

$

4.42

$

3.86

Diluted earnings per share available to common stockholders

$

5.18

$

4.42

$

3.85

v3.25.2
Business Combinations (Tables)
12 Months Ended
Jun. 30, 2025
Business Combinations  
Schedule of purchase price of Citizens Bank

Citizens Bancshares Company

Fair Value of Consideration Transferred

(dollars in thousands)

Cash

$

34,889

Common stock, at fair value

98,280

Total consideration

$

133,169

    

Recognized amounts of identifiable assets acquired and liabilities assumed

 

 

Cash and cash equivalents

$

243,225

Investment securities

 

226,497

Loans

 

447,388

Premises and equipment

 

23,430

BOLI

 

21,733

Identifiable intangible assets

 

24,645

Miscellaneous other assets

 

9,366

 

Deposits

 

(851,140)

Securities sold under agreements to repurchase

 

(27,629)

Miscellaneous other liabilities

(7,784)

Total identifiable net assets

109,731

Goodwill

$

23,438

Schedule of unaudited pro forma of Citizens Bank

    

Pro Forma

For the twelve months ended

(dollars in thousands)

June 30, 2023

Revenue

$

183,878

Earnings

$

51,156

v3.25.2
Fair Value Measurements (Tables)
12 Months Ended
Jun. 30, 2025
Fair Value Measurements  
Schedule of fair value assets measured on recurring basis

Fair Value Measurements at June 30, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

24,263

$

$

24,263

$

Corporate obligations

30,642

30,642

Asset backed securities

42,481

42,481

Other securities

 

3,964

 

 

3,964

 

MBS and CMOs

 

359,494

 

 

359,494

 

Mortgage servicing rights

2,297

2,297

Derivative financial instruments

912

912

Liabilities:

Derivative financial instruments

877

877

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for 

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Assets:

Obligations of state and political subdivisions

$

27,753

$

$

27,753

$

Corporate obligations

31,277

31,277

Asset backed securities

58,679

58,679

Other securities

 

5,333

 

 

5,333

 

MBS and CMOs

304,861

304,861

Mortgage servicing rights

2,448

2,448

Derivative financial instruments

20

20

Liabilities:

Derivative financial instruments

 

15

 

 

15

 

Schedule of change in fair value of assets measured on a recurring basis

June 30, 

(dollars in thousands)

    

2025

    

2024

MSR, beginning

 

$

2,448

$

2,359

Originations

 

 

171

 

165

Amortization

 

 

(214)

 

(207)

Change in fair value

 

 

(108)

 

131

MSR, ending

 

$

2,297

$

2,448

Schedule of fair value of nonrecurring measurements

Fair Value Measurements at June 30, 2025, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

625

$

$

$

625

Collateral dependent loans

24,368

24,368

Fair Value Measurements at June 30, 2024, Using:

Quoted Prices in

Active Markets for

Significant Other

Significant

Identical Assets

Observable Inputs

Unobservable Inputs

(dollars in thousands)

    

Fair Value

    

(Level 1)

    

(Level 2)

    

(Level 3)

Foreclosed and repossessed assets held for sale

$

759

$

$

$

759

Collateral dependent loans

12,994

12,994

Schedule of gains and losses recognized on assets measured on a nonrecurring basis

(dollars in thousands)

2025

2024

Foreclosed and repossessed assets held for sale

$

(45)

$

74

Total (gains) losses on assets measured on a non-recurring basis

$

(45)

$

74

Schedule of quantitative information about unobservable inputs used in recurring and nonrecurring Level 3

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2025

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

625

 

Third party appraisal

 

Marketability discount

 

25.6 -25.6

%  

25.6

%

Collateral dependent loans

24,368

 

Collateral value

 

Marketability discount

 

4.3 -100.0

%  

23.9

%

    

    

    

    

Range

    

 

Fair value at

Valuation

Unobservable

of

Weighted-average

 

(dollars in thousands)

June 30, 2024

technique

inputs

inputs applied

inputs applied

 

Nonrecurring Measurements

 

  

 

  

 

  

 

  

 

  

Foreclosed and repossessed assets

$

759

 

Third party appraisal

 

Marketability discount

 

17.9 - 44.9

%  

20.3

%

Collateral dependent loans

12,994

 

Collateral value

 

Marketability discount

 

14.5 - 52.3

%  

43.7

%

Schedule of financial instruments

June 30, 2025

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

192,859

$

192,859

$

$

Interest-bearing time deposits

 

246

 

 

246

 

Stock in FHLB

 

9,361

 

 

9,361

 

Stock in Federal Reserve Bank of St. Louis

 

9,139

 

 

9,139

 

Loans held for sale

431

 

 

431

 

Loans receivable, net

 

4,048,961

 

 

 

3,976,696

Accrued interest receivable

 

26,018

 

 

26,018

 

Mortgage servicing assets

2,297

2,297

Derivative financial instruments

912

 

 

912

 

Financial liabilities

 

 

 

 

Deposits

 

4,281,368

 

2,632,774

 

 

1,650,046

Securities sold under agreements to repurchase

15,000

15,000

Advances from FHLB

 

104,052

 

 

104,561

 

Accrued interest payable

 

14,186

 

 

14,186

 

Subordinated debt

 

23,208

 

 

 

21,722

Derivative financial instruments

877

 

 

877

 

Unrecognized financial instruments (net of contract amount)

 

 

 

 

Commitments to originate loans

 

 

 

 

Letters of credit

 

 

 

 

Lines of credit

 

 

 

 

June 30, 2024

Quoted Prices

in Active

Significant

Markets for

Significant Other

Unobservable

Carrying

Identical Assets

Observable Inputs

Inputs

(dollars in thousands)

    

Amount

    

(Level 1)

    

(Level 2)

    

(Level 3)

Financial assets

 

  

 

  

 

  

 

  

Cash and cash equivalents

$

60,904

$

60,904

$

$

Interest-bearing time deposits

 

491

 

 

491

 

Stock in FHLB

 

8,713

 

 

8,713

 

Stock in Federal Reserve Bank of St. Louis

 

9,089

 

 

9,089

 

Loans receivable, net

 

3,797,287

 

 

 

3,639,657

Accrued interest receivable

 

23,826

 

 

23,826

 

Mortgage servicing assets

 

2,448

 

 

2,448

Derivative financial instruments

 

20

 

 

20

 

Financial liabilities

 

 

 

 

Deposits

 

3,943,059

 

2,607,653

 

 

1,338,215

Securities sold under agreements to repurchase

9,398

 

9,398

 

Advances from FHLB

 

102,050

 

 

100,468

 

Accrued interest payable

12,868

 

 

12,868

 

Subordinated debt

23,156

 

 

20,576

Derivative financial instruments

15

 

15

 

Unrecognized financial instruments (net of contract amount)

 

 

Commitments to originate loans

 

 

 

Letters of credit

 

Lines of credit

 

 

 

 

v3.25.2
Derivative Financial Instruments (Tables)
12 Months Ended
Jun. 30, 2025
Derivative Financial Instruments  
Notional amounts and estimated fair values of interest rate swaps

June 30, 2025

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

60,000

$

912

$

877

June 30, 2024

 

 

Fair Value

 

Notional

 

Other

 

Other

(dollars in thousands)

    

Amount

    

Assets

    

Liabilities

1-4 Family interest rate swaps

$

40,000

$

20

$

15

Carrying amount of the hedged assets, located in loans receivable, net

June 30, 2025

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

474,855

$

892

June 30, 2024

 

Carrying

 

Cumulative Amount of Fair Value

 

Amount of

 

Hedging Adj Included in

(dollars in thousands)

    

Hedged Assets

    

Carrying Amount of Hedged assets

1-4 Family interest rate swaps

$

553,307

$

5

v3.25.2
Condensed Parent Company Only Financial Statements (Tables)
12 Months Ended
Jun. 30, 2025
Condensed Parent Company Only Financial Statements  
Parent Company Condensed Balance Sheets

June 30, 

(dollars in thousands)

2025

    

2024

Condensed Balance Sheets

Assets

  

 

  

Cash and cash equivalents

$

18,449

$

13,967

Other assets

51,483

52,220

Investment in common stock of Bank

498,347

446,131

TOTAL ASSETS

$

568,279

$

512,318

Liabilities and Stockholders' Equity

  

  

Accrued expenses and other liabilities

$

379

$

414

Subordinated debt

23,208

23,156

TOTAL LIABILITIES

23,587

23,570

Stockholders' equity

544,692

488,748

TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY

$

568,279

$

512,318

Parent Company Condensed Statements of Income

Year ended June 30, 

(dollars in thousands)

2025

2024

    

2023

Condensed Statements of Income

Interest income

$

37

$

41

$

32

Interest expense

 

1,628

1,742

1,439

Net interest expense

 

(1,591)

(1,701)

(1,407)

Dividends from Bank

17,000

16,000

48,000

Operating expenses

1,248

1,018

3,041

Income before income taxes and equity in undistributed income of the Bank

14,161

13,281

43,552

Income tax (expense) benefit

(54)

571

552

Income before equity in undistributed income of the Bank

14,107

13,852

44,104

Equity in undistributed income of the Bank

44,471

36,330

(4,867)

NET INCOME

$

58,578

$

50,182

$

39,237

COMPREHENSIVE INCOME

$

64,655

$

54,652

$

34,799

Parent Company Condensed Statements of Cash Flows

Year ended June 30, 

(dollars in thousands)

    

2025

    

2024

    

2023

Condensed Statements of Cash Flow

Cash Flows from operating activities:

Net income

$

58,578

$

50,182

$

39,237

Changes in:

 

Equity in undistributed income of the Bank

 

(44,471)

(36,330)

4,867

Other adjustments, net

753

56

388

NET CASH PROVIDED BY OPERATING ACTIVITES

14,860

13,908

44,492

Investments in Bank subsidiaries

(31,382)

NET CASH USED IN INVESTING ACTIVITIES

(31,382)

Cash flows from financing activities:

Dividends on common stock

(10,378)

(9,526)

(8,632)

Payments to acquire treasury stock

(3,857)

NET CASH USED IN FINANCING ACTIVITIES

(10,378)

(13,383)

(8,632)

Net increase in cash and cash equivalents

4,482

525

4,478

Cash and cash equivalents at beginning of year

13,967

13,442

8,964

CASH AND CASH EQUIVALENTS AT END OF YEAR

$

18,449

$

13,967

$

13,442

v3.25.2
Quarterly Financial Data (Unaudited) (Tables)
12 Months Ended
Jun. 30, 2025
Quarterly Financial Data (Unaudited)  
Schedule of Quarterly Financial Information

Quarterly operating data is summarized as follows (in thousands):

June 30, 2025

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

67,378

$

69,424

$

69,925

$

70,638

Interest expense

 

30,717

 

31,281

 

30,446

 

30,305

 

Net interest income

 

36,661

 

38,143

 

39,479

 

40,333

 

Provision for credit losses

 

2,159

 

932

 

932

 

2,500

Noninterest income

7,173

6,865

6,666

7,280

Noninterest expense

25,840

24,876

25,391

25,976

Income before income taxes

 

15,835

 

19,200

 

19,822

 

19,137

Income tax expense

 

3,379

 

4,547

 

4,139

 

3,351

NET INCOME

$

12,456

$

14,653

$

15,683

$

15,786

Basic earnings per share

$

1.10

$

1.30

$

1.39

$

1.40

Diluted earnings per share

$

1.10

$

1.30

$

1.39

$

1.39

June 30, 2024

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

58,107

$

61,576

$

64,025

$

64,667

Interest expense

 

22,714

 

27,090

 

29,516

 

29,572

 

Net interest income

 

35,393

 

34,486

 

34,509

 

35,095

 

Provision for credit losses

 

900

 

900

 

900

 

900

Noninterest income

5,853

5,640

5,584

7,767

Noninterest expense

23,706

23,860

25,049

25,002

Income before income taxes

 

16,640

 

15,366

 

14,144

 

16,960

Income tax expense

 

3,488

 

3,173

 

2,837

 

3,430

NET INCOME

$

13,152

$

12,193

$

11,307

$

13,530

Basic earnings per share

$

1.16

$

1.08

$

1.00

$

1.19

Diluted earnings per share

$

1.16

$

1.07

$

0.99

$

1.19

June 30, 2023

    

First

    

Second

    

Third

    

Fourth

(dollars in thousands)

Quarter

Quarter

Quarter

Quarter

Interest income

$

34,996

$

38,851

$

48,286

$

54,283

Interest expense

 

6,487

 

10,600

 

14,519

 

18,065

 

Net interest income

 

28,509

 

28,251

 

33,767

 

36,218

 

Provision for credit losses

 

5,056

 

1,138

 

10,072

 

795

Noninterest income

5,513

5,456

6,284

8,951

Noninterest expense

16,920

17,638

26,992

24,875

Income before income taxes

 

12,046

 

14,931

 

2,987

 

19,499

Income tax expense

 

2,442

 

3,267

 

578

 

3,939

NET INCOME

$

9,604

$

11,664

$

2,409

$

15,560

Basic earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

Diluted earnings per share

$

1.04

$

1.26

$

0.22

$

1.37

v3.25.2
Organization and Summary of Significant Accounting Policies - Organization (Details)
$ in Billions
12 Months Ended
Jun. 30, 2025
USD ($)
Organization and Summary of Significant Accounting Policies  
Assets of the REIT $ 1.3
Non-Employee directors' retirement, payments in equal annual installments, period 5 years
v3.25.2
Organization and Summary of Significant Accounting Policies - Correction of an Immaterial Error in Prior Period Financial Statements (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Liabilities and Stockholders' Equity      
Deposits $ 4,281,368 $ 3,943,059  
Securities sold under agreements to repurchase 15,000 9,398  
Interest Expense      
Deposits 115,773 101,706 $ 44,392
Securities sold under agreements to repurchase 766 451 $ 213
Financial liabilities      
Deposits 4,281,368 3,943,059  
Securities sold under agreements to repurchase 15,000 9,398  
Fair Value, Inputs, Level 2      
Financial liabilities      
Securities sold under agreements to repurchase $ 15,000 9,398  
Previously Reported      
Liabilities and Stockholders' Equity      
Deposits   3,952,457  
Interest Expense      
Deposits   102,157  
Financial liabilities      
Deposits   3,952,457  
Revision of Prior Period, Adjustment      
Liabilities and Stockholders' Equity      
Deposits   (9,398)  
Securities sold under agreements to repurchase   9,398  
Interest Expense      
Deposits   (451)  
Securities sold under agreements to repurchase   451  
Financial liabilities      
Deposits   (9,398)  
Securities sold under agreements to repurchase   9,398  
Revision of Prior Period, Adjustment | Fair Value, Inputs, Level 2      
Financial liabilities      
Securities sold under agreements to repurchase   $ 9,398  
v3.25.2
Organization and Summary of Significant Accounting Policies - Cash and Cash Equivalents (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Cash and Cash Equivalents [Line Items]    
Term of interest bearing deposits 3 years  
Interest-bearing deposits in other depository institutions    
Cash and Cash Equivalents [Line Items]    
Cash $ 136.9 $ 7.7
Deposits are held in various commercial banks    
Cash and Cash Equivalents [Line Items]    
Cash $ 1.8 $ 2.3
v3.25.2
Organization and Summary of Significant Accounting Policies - Loans (Details)
12 Months Ended
Jun. 30, 2025
item
Organization and Summary of Significant Accounting Policies  
Number of loan portfolio pools 24
v3.25.2
Organization and Summary of Significant Accounting Policies - Premises and Equipment (Details)
Jun. 30, 2025
Software  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 3 years
Minimum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 7 years
Minimum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 3 years
Maximum | Premises  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 40 years
Maximum | Equipment  
Property, Plant and Equipment [Line Items]  
Estimated lives (in years) 7 years
v3.25.2
Organization and Summary of Significant Accounting Policies - Goodwill and Intangible Assets (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Finite-Lived Intangible Assets [Line Items]    
Impairment loss on goodwill $ 0.0  
Core deposit intangible assets, amortization method using the straight line method  
Impairment of intangible assets $ 0.0 $ 0.0
Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, gross 39.1 39.1
Intangibles assets, accumulated amortization 21.1 17.8
2026 3.1  
2027 2.7  
2028 2.7  
2029 2.7  
2030 2.5  
Thereafter 6.4  
Other identifiable intangibles    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, gross 6.4 6.4
Intangibles assets, accumulated amortization 4.5 4.2
Mortgage and SBA servicing rights    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, net $ 2.9 $ 3.0
Minimum | Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, amortization period 5 years  
Maximum | Core Deposits    
Finite-Lived Intangible Assets [Line Items]    
Intangible assets, amortization period 10 years  
v3.25.2
Organization and Summary of Significant Accounting Policies - Wealth Management Assets and Fees (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Jun. 30, 2024
Organization and Summary of Significant Accounting Policies    
Fiduciary assets $ 107.6 $ 100.9
Investment management assets $ 538.2 $ 474.7
v3.25.2
Available for Sale Securities - Amortized cost, gross unrealized gains, gross unrealized losses, ACL, and approximate fair value of securities available for sale (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost $ 475,395 $ 450,243
Gross Unrealized Gains 3,128 2,680
Gross Unrealized Losses (17,679) (25,020)
Allowance for Credit Losses 0 0
Estimated Fair Value 460,844 427,903
Obligations of states and political subdivisions    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 26,030 29,960
Gross Unrealized Gains 5 4
Gross Unrealized Losses (1,772) (2,211)
Allowance for Credit Losses 0 0
Estimated Fair Value 24,263 27,753
Corporate obligations    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 31,199 32,998
Gross Unrealized Gains 75 60
Gross Unrealized Losses (632) (1,781)
Allowance for Credit Losses 0 0
Estimated Fair Value 30,642 31,277
Asset backed securities    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 42,059 57,403
Gross Unrealized Gains 567 1,525
Gross Unrealized Losses (145) (249)
Allowance for Credit Losses 0 0
Estimated Fair Value 42,481 58,679
Other securities    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 4,007 5,387
Gross Unrealized Gains 10 20
Gross Unrealized Losses (53) (74)
Allowance for Credit Losses 0 0
Estimated Fair Value 3,964 5,333
Debt securities    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 103,295 125,748
Gross Unrealized Gains 657 1,609
Gross Unrealized Losses (2,602) (4,315)
Allowance for Credit Losses 0 0
Estimated Fair Value 101,350 123,042
Residential MBS issued by governmental sponsored enterprises (GSEs)    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 138,377 110,918
Gross Unrealized Gains 1,623 692
Gross Unrealized Losses (5,005) (6,855)
Allowance for Credit Losses 0 0
Estimated Fair Value 134,995 104,755
Commercial MBS issued by GSEs    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 96,377 65,195
Gross Unrealized Gains 446 297
Gross Unrealized Losses (4,821) (5,746)
Allowance for Credit Losses 0 0
Estimated Fair Value 92,002 59,746
CMOs issued by GSEs    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 137,346 148,382
Gross Unrealized Gains 402 82
Gross Unrealized Losses (5,251) (8,104)
Allowance for Credit Losses 0 0
Estimated Fair Value 132,497 140,360
MBS and CMOs    
Debt Securities, Available-for-Sale [Line Items]    
Total AFS securities, Amortized Cost 372,100 324,495
Gross Unrealized Gains 2,471 1,071
Gross Unrealized Losses (15,077) (20,705)
Allowance for Credit Losses 0 0
Estimated Fair Value $ 359,494 $ 304,861
v3.25.2
Available for Sale Securities - Amortized Cost and Fair Value of Available-for-sale Securities, by Contractual Maturity (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Amortized Cost    
Within one year $ 1,147  
After one year but less than five years 25,958  
After five years but less than ten years 45,812  
After ten years 30,378  
Total investment securities 103,295  
Total AFS securities, Amortized Cost 475,395 $ 450,243
Estimated Fair Value    
Within one year 1,144  
After one year but less than five years 25,628  
After five years but less than ten years 44,292  
After ten years 30,286  
Total investment securities 101,350  
Total AFS securities 460,844 427,903
MBS and CMOs    
Amortized Cost    
Total AFS securities, Amortized Cost 372,100 324,495
Estimated Fair Value    
Total AFS securities $ 359,494 $ 304,861
v3.25.2
Available for Sale Securities - Investments Pledged as Collateral to Secure Public Deposits and Securities Sold Under Agreements to Repurchase (Details) - Pledged as collateral - Public deposits - USD ($)
$ in Millions
Jun. 30, 2025
Jun. 30, 2024
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral $ 294.3 $ 265.5
MBS    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 151.6 137.0
CMOs    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 109.8 103.5
Obligations of states and political subdivisions    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Securities pledged as collateral 29.7 20.8
Other securities    
Financial Instruments Owned and Pledged as Collateral [Line Items]    
Carrying value of investment and MBS pledged as collateral to secure public deposits and securities sold under agreements to repurchase $ 3.3 $ 4.3
v3.25.2
Available for Sale Securities - Gains and Losses recognized from sales of AFS securities (Details) - USD ($)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Available for Sale Securities      
Gains recognized from sales of available-for-sale securities $ 48,000 $ 67,000  
Losses recognized from sales of available-for-sale securities $ 0 $ 1,600,000  
Debt Securities, Available-for-Sale, Realized Gain (Loss)     $ 0
v3.25.2
Available for Sale Securities - Fair Value of Debt Securities Reported Less Than Their Historical Cost (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Jun. 30, 2024
Available for Sale Securities    
Fair value of certain investments reported less than their historical cost $ 264.5 $ 312.9
Certain investments in debt securities reported at less than historical cost, percentage of Company's AFS portfolio 57.40% 73.10%
v3.25.2
Available for Sale Securities - Gross Unrealized Losses and Fair Value, Continuous Unrealized Loss Position (Details)
$ in Thousands
Jun. 30, 2025
USD ($)
security
Jun. 30, 2024
USD ($)
security
Jun. 30, 2023
security
Debt Securities, Available-for-Sale [Line Items]      
Less than 12 months, Fair Value $ 67,943 $ 64,944  
Less than 12 months, Unrealized Losses 557 690  
12 months or more, Fair Value 196,523 247,960  
12 months or more, Unrealized Losses 17,122 24,330  
Total Fair Value 264,466 312,904  
Total Unrealized Losses 17,679 25,020  
Obligations of states and political subdivisions      
Debt Securities, Available-for-Sale [Line Items]      
Less than 12 months, Fair Value 4,882 3,720  
Less than 12 months, Unrealized Losses 84 38  
12 months or more, Fair Value 15,807 21,762  
12 months or more, Unrealized Losses 1,688 2,173  
Total Fair Value 20,689 25,482  
Total Unrealized Losses $ 1,772 $ 2,211  
Number of individual securities in an unrealized loss position for less than 12 months | security 8 8  
Number of individual securities in an unrealized loss position for more than 12 months | security 35 35  
Corporate obligations      
Debt Securities, Available-for-Sale [Line Items]      
Less than 12 months, Fair Value $ 1,936    
Less than 12 months, Unrealized Losses 6    
12 months or more, Fair Value 18,194 $ 25,295  
12 months or more, Unrealized Losses 626 1,781  
Total Fair Value 20,130 25,295  
Total Unrealized Losses 632 $ 1,781  
Number of individual securities in an unrealized loss position for more than 12 months | security   15 15
Asset backed securities      
Debt Securities, Available-for-Sale [Line Items]      
Less than 12 months, Fair Value 3,281    
Less than 12 months, Unrealized Losses 2    
12 months or more, Fair Value 839 $ 7,234  
12 months or more, Unrealized Losses 143 249  
Total Fair Value 4,120 7,234  
Total Unrealized Losses $ 145 249  
Number of individual securities in an unrealized loss position for less than 12 months | security 2    
Number of individual securities in an unrealized loss position for more than 12 months | security 2    
Other securities      
Debt Securities, Available-for-Sale [Line Items]      
Less than 12 months, Fair Value $ 15 4,404  
Less than 12 months, Unrealized Losses   31  
12 months or more, Fair Value 3,578 287  
12 months or more, Unrealized Losses 53 43  
Total Fair Value 3,593 4,691  
Total Unrealized Losses 53 74  
MBS and CMOs      
Debt Securities, Available-for-Sale [Line Items]      
Less than 12 months, Fair Value 57,829 56,820  
Less than 12 months, Unrealized Losses 465 621  
12 months or more, Fair Value 158,105 193,382  
12 months or more, Unrealized Losses 14,612 20,084  
Total Fair Value 215,934 250,202  
Total Unrealized Losses $ 15,077 $ 20,705  
Number of individual securities in an unrealized loss position for less than 12 months | security 14    
Number of individual securities in an unrealized loss position for more than 12 months | security 106    
v3.25.2
Available for Sale Securities - Other Securities Policy: Pooled Trust Preferred Securities (Details) - USD ($)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Available for Sale Securities    
Credit losses recognized on investments $ 0 $ 0
v3.25.2
Loans and Allowance for Credit Losses - Classes of loans (Details)
$ in Thousands
12 Months Ended
Jun. 30, 2025
USD ($)
loan
Jun. 30, 2024
USD ($)
loan
Jun. 30, 2023
USD ($)
Jun. 30, 2022
USD ($)
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) $ 4,100,768 $ 3,850,035    
Deferred loan fees, net (178) (232)    
Allowance for credit losses (51,629) (52,516) $ (47,820) $ (33,192)
Net loans $ 4,048,961 $ 3,797,287    
Number of purchased participation loans | loan 71 71    
Purchased participation loans $ 188,000 $ 178,500    
Commercial and industrial        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 510,259 450,147    
Allowance for credit losses (6,952) (6,233) (5,235) (3,597)
Agriculture production        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 206,128 175,968    
Allowance for credit losses (3,374) (835) (782) (799)
Consumer        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 55,387 59,671    
Allowance for credit losses (952) (578) (490) (402)
All other loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 5,102 3,981    
Allowance for credit losses (4) (17) (21) (14)
Secured by real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 3,323,892 3,160,268    
Secured by real estate | 1-4 residential real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 992,445 925,397    
Allowance for credit losses (10,274) (10,528) (9,474) (7,266)
Secured by real estate | Commercial Real Estate | Non-owner occupied        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 888,317 899,770    
Allowance for credit losses (12,241) (19,055) (13,863) (11,101)
Secured by real estate | Commercial Real Estate | Owner occupied        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 442,984 427,476    
Allowance for credit losses (4,521) (4,815) (5,168) (2,555)
Secured by real estate | Multi-family real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 422,758 384,564    
Allowance for credit losses (4,329) (5,447) (6,806) (2,057)
Secured by real estate | Construction and land development        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 332,405 290,541    
Allowance for credit losses (4,788) (2,901) (3,414) (3,256)
Secured by real estate | Agriculture real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net) 244,983 232,520    
Allowance for credit losses $ (4,194) $ (2,107) $ (2,567) $ (2,145)
v3.25.2
Loans and Allowance for Credit Losses - Risk characteristics applicable to each class of the loan portfolio (Details) - USD ($)
$ in Thousands
12 Months Ended
Jan. 20, 2023
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net)   $ 4,100,768 $ 3,850,035  
Allowance for credit losses, loans   5,847 6,625 $ 14,131
Provision (recovery) for off balance sheet credit exposure   676 (3,025) 2,930
Allowance for credit loss of individually evaluated loans   8,200 10,900  
Allowance for credit loss of Non-individually evaluated loans   $ 43,400 41,600  
Citizens Bancshares Company        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Allowance for credit losses for purchased credit deteriorated (PCD) $ 1,121      
Commercial and industrial        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   5 years    
Total loans (before deferred loan fees, net)   $ 510,259 450,147  
Allowance for credit losses, loans   2,160 1,356 1,492
Provision (recovery) for off balance sheet credit exposure   292 52 310
Agriculture production        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net)   206,128 175,968  
Allowance for credit losses, loans   3,589 53 (11)
Provision (recovery) for off balance sheet credit exposure   (37) (70) (111)
Consumer        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net)   55,387 59,671  
Allowance for credit losses, loans   698 400 302
Provision (recovery) for off balance sheet credit exposure   $ (12) (4) 14
Consumer | Automobile loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Maximum percentage of appraised value or purchase price that loans cannot exceed   100.00%    
Amortization period of loans   66 months    
Consumer | Maximum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   66 months    
All other loans        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net)   $ 5,102 3,981  
Allowance for credit losses, loans   (13) (4) 7
Provision (recovery) for off balance sheet credit exposure   8 (10) 10
Secured by real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net)   $ 3,323,892 3,160,268  
Secured by real estate | 1-4 residential real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Maximum percentage of appraised value or purchase price that loans cannot exceed   90.00%    
Total loans (before deferred loan fees, net)   $ 992,445 925,397  
Allowance for credit losses, loans   (211) 1,067 2,044
Provision (recovery) for off balance sheet credit exposure   $ 62 14 19
Secured by real estate | 1-4 residential real estate | Home Equity Loan        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Percentage of appraised value or estimated value of property   90.00%    
Term of loan   10 years    
Secured by real estate | 1-4 residential real estate | Maximum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Fixed-rate and adjustable-rate mortgage (ARM) loans amortization period (in years)   30 years    
Secured by real estate | Commercial Real Estate | Non-owner occupied        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Maximum percentage of appraised value or purchase price that loans cannot exceed   80.00%    
Total loans (before deferred loan fees, net)   $ 888,317 899,770  
Term of variable interest applicability on loans   7 years    
Allowance for credit losses, loans   $ (3,014) 5,688 2,718
Provision (recovery) for off balance sheet credit exposure   $ (19) (1) (48)
Secured by real estate | Commercial Real Estate | Non-owner occupied | Maximum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   25 years    
Term of fixed interest applicability on loans   10 years    
Secured by real estate | Commercial Real Estate | Owner occupied        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Total loans (before deferred loan fees, net)   $ 442,984 427,476  
Allowance for credit losses, loans   (172) (353) 2,274
Provision (recovery) for off balance sheet credit exposure   $ 25 (46) 104
Secured by real estate | Multi-family real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Maximum percentage of appraised value or purchase price that loans cannot exceed   85.00%    
Total loans (before deferred loan fees, net)   $ 422,758 384,564  
Allowance for credit losses, loans   (1,165) (880) 4,749
Provision (recovery) for off balance sheet credit exposure   $ (31) 15 1
Secured by real estate | Multi-family real estate | Maximum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   25 years    
Amortization term of ballon maturity   10 years    
Secured by real estate | Construction and land development        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   25 years    
Total loans (before deferred loan fees, net)   $ 332,405 290,541  
Incremental period that the loan maturity can be extended to   3 months    
Allowance for credit losses, loans   $ 1,888 (242) 134
Provision (recovery) for off balance sheet credit exposure   $ 367 (2,985) 2,654
Secured by real estate | Construction and land development | Minimum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Maturities of single-family residential construction loans   6 months    
Maturities of multifamily or commercial construction loans   12 months    
Secured by real estate | Construction and land development | Maximum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   30 years    
Maturities of single-family residential construction loans   12 months    
Maturities of multifamily or commercial construction loans   36 months    
Secured by real estate | Agriculture real estate        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Amortization period of loans   1 year    
Total loans (before deferred loan fees, net)   $ 244,983 232,520  
Agricultural real estate terms if 75% loan-to-value ratio   30 years    
Allowance for credit losses, loans   $ 2,087 (460) 422
Provision (recovery) for off balance sheet credit exposure   $ 21 $ 10 $ (23)
Secured by real estate | Agriculture real estate | Scenario one        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loan to value percentage   80.00%    
Secured by real estate | Agriculture real estate | Scenario two        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Loan to value percentage   75.00%    
Secured by real estate | Agriculture real estate | Maximum        
Accounts, Notes, Loans and Financing Receivable [Line Items]        
Agricultural real estate terms if 80% loan-to-value ratio   25 years    
v3.25.2
Loans and Allowance for Credit Losses - PCD Loans Acquired (Details) - USD ($)
12 Months Ended
Jan. 20, 2023
Jun. 30, 2025
Jun. 30, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Fair value of PCD loans at acquisition   $ 6,200,000 $ 560,000
Citizens Bancshares Company      
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Purchase price of PCD loans at acquisition $ 27,481,000    
Allowance for credit losses at acquisition (1,121,000)    
Fair value of PCD loans at acquisition $ 26,360,000    
v3.25.2
Loans and Allowance for Credit Losses - Activity in the Allowance for credit losses (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Allowance for credit losses:      
Balance, beginning of period $ 52,516 $ 47,820 $ 33,192
Provision (benefit) charged to expense 5,847 6,625 14,131
Losses charged off (6,983) (2,055) (673)
Recoveries 249 126 49
Balance, end of period 51,629 52,516 47,820
Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     1,121
Commercial and industrial      
Allowance for credit losses:      
Balance, beginning of period 6,233 5,235 3,597
Provision (benefit) charged to expense 2,160 1,356 1,492
Losses charged off (1,508) (395) (76)
Recoveries 67 37 8
Balance, end of period 6,952 6,233 5,235
Commercial and industrial | Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     214
Agriculture production      
Allowance for credit losses:      
Balance, beginning of period 835 782 799
Provision (benefit) charged to expense 3,589 53 (11)
Losses charged off (1,052)   (6)
Recoveries 2    
Balance, end of period 3,374 835 782
Consumer      
Allowance for credit losses:      
Balance, beginning of period 578 490 402
Provision (benefit) charged to expense 698 400 302
Losses charged off (411) (350) (248)
Recoveries 87 38 28
Balance, end of period 952 578 490
Consumer | Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     6
All other loans      
Allowance for credit losses:      
Balance, beginning of period 17 21 14
Provision (benefit) charged to expense (13) (4) 7
Balance, end of period 4 17 21
Secured by real estate | 1-4 residential real estate      
Allowance for credit losses:      
Balance, beginning of period 10,528 9,474 7,266
Provision (benefit) charged to expense (211) 1,067 2,044
Losses charged off (89) (46) (98)
Recoveries 46 33 1
Balance, end of period 10,274 10,528 9,474
Secured by real estate | 1-4 residential real estate | Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     261
Secured by real estate | Commercial Real Estate | Non-owner occupied      
Allowance for credit losses:      
Balance, beginning of period 19,055 13,863 11,101
Provision (benefit) charged to expense (3,014) 5,688 2,718
Losses charged off (3,800) (496)  
Balance, end of period 12,241 19,055 13,863
Secured by real estate | Commercial Real Estate | Non-owner occupied | Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     44
Secured by real estate | Commercial Real Estate | Owner occupied      
Allowance for credit losses:      
Balance, beginning of period 4,815 5,168 2,555
Provision (benefit) charged to expense (172) (353) 2,274
Losses charged off (122)   (245)
Balance, end of period 4,521 4,815 5,168
Secured by real estate | Commercial Real Estate | Owner occupied | Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     584
Secured by real estate | Multi-family real estate      
Allowance for credit losses:      
Balance, beginning of period 5,447 6,806 2,057
Provision (benefit) charged to expense (1,165) (880) 4,749
Losses charged off   (479)  
Recoveries 47    
Balance, end of period 4,329 5,447 6,806
Secured by real estate | Construction and land development      
Allowance for credit losses:      
Balance, beginning of period 2,901 3,414 3,256
Provision (benefit) charged to expense 1,888 (242) 134
Losses charged off (1) (289)  
Recoveries   18 12
Balance, end of period 4,788 2,901 3,414
Secured by real estate | Construction and land development | Impact of adoption ASU | Accounting Standards Update 2022-02      
Allowance for credit losses:      
Balance, beginning of period     12
Secured by real estate | Agriculture real estate      
Allowance for credit losses:      
Balance, beginning of period 2,107 2,567 2,145
Provision (benefit) charged to expense 2,087 (460) 422
Balance, end of period $ 4,194 $ 2,107 $ 2,567
v3.25.2
Loans and Allowance for Credit Losses - Allowance for off-balance credit exposure (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period $ 3,263 $ 6,288 $ 3,358
Provision (benefit) charged to expense 676 (3,025) 2,930
Balance, end of period 3,939 3,263 6,288
Commercial and industrial      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 782 730 420
Provision (benefit) charged to expense 292 52 310
Balance, end of period 1,074 782 730
Agriculture production      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 37 107 218
Provision (benefit) charged to expense (37) (70) (111)
Balance, end of period   37 107
Consumer      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 12 16 2
Provision (benefit) charged to expense (12) (4) 14
Balance, end of period   12 16
All other loans      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period   10  
Provision (benefit) charged to expense 8 (10) 10
Balance, end of period 8   10
Secured by real estate | 1-4 residential real estate      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 140 126 107
Provision (benefit) charged to expense 62 14 19
Balance, end of period 202 140 126
Secured by real estate | Commercial Real Estate | Non-owner occupied      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 153 154 202
Provision (benefit) charged to expense (19) (1) (48)
Balance, end of period 134 153 154
Secured by real estate | Commercial Real Estate | Owner occupied      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 136 182 78
Provision (benefit) charged to expense 25 (46) 104
Balance, end of period 161 136 182
Secured by real estate | Multi-family real estate      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 31 16 15
Provision (benefit) charged to expense (31) 15 1
Balance, end of period   31 16
Secured by real estate | Construction and land development      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 1,912 4,897 2,243
Provision (benefit) charged to expense 367 (2,985) 2,654
Balance, end of period 2,279 1,912 4,897
Secured by real estate | Agriculture real estate      
Allowance for off-balance sheet credit exposure:      
Balance, beginning of period 60 50 73
Provision (benefit) charged to expense 21 10 (23)
Balance, end of period $ 81 $ 60 $ 50
v3.25.2
Loans and Allowance for Credit Losses - Gross Charge-offs by Loan Class and Year of Origination (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Financing Receivable, Credit Quality Indicator [Line Items]      
2025 / 2024 $ 156 $ 38  
2024 / 2023 1,688 948  
2023 / 2022 418 761  
2022 / 2021 4,348 259  
2021 / 2020 225    
Prior 148 49  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 6,983 2,055 $ 673
Commercial and industrial      
Financing Receivable, Credit Quality Indicator [Line Items]      
2025 / 2024 25    
2024 / 2023 505 190  
2023 / 2022 212 195  
2022 / 2021 507 10  
2021 / 2020 217    
Prior 42    
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 1,508 395 76
Agriculture production      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 / 2023 1,052    
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 1,052   6
Consumer      
Financing Receivable, Credit Quality Indicator [Line Items]      
2025 / 2024 131 38  
2024 / 2023 131 162  
2023 / 2022 84 100  
2022 / 2021 41 41  
2021 / 2020 7    
Prior 17 9  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 411 350 248
Secured by real estate | 1-4 residential real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2023 / 2022   6  
Prior 89 40  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 89 46 98
Secured by real estate | Commercial Real Estate | Non-owner occupied      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 / 2023   496  
2022 / 2021 3,800    
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 3,800 496  
Secured by real estate | Commercial Real Estate | Owner occupied      
Financing Receivable, Credit Quality Indicator [Line Items]      
2023 / 2022 122    
Financing Receivable, Allowance for Credit Loss, Writeoff, Total 122   $ 245
Secured by real estate | Multi-family real estate      
Financing Receivable, Credit Quality Indicator [Line Items]      
2023 / 2022   382  
2022 / 2021   97  
Financing Receivable, Allowance for Credit Loss, Writeoff, Total   479  
Secured by real estate | Construction and land development      
Financing Receivable, Credit Quality Indicator [Line Items]      
2024 / 2023   100  
2023 / 2022   78  
2022 / 2021   111  
2021 / 2020 1    
Financing Receivable, Allowance for Credit Loss, Writeoff, Total $ 1 $ 289  
v3.25.2
Loans and Allowance for Credit Losses - Credit risk profile based on rating category and year of origination (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 $ 950,875 $ 737,190
2024 / 2023 410,972 953,922
2023 / 2022 846,049 833,645
2022 / 2021 713,760 518,406
2021 / 2020 398,993 171,485
Prior 284,349 200,743
Revolving loans 495,770 434,644
Total 4,100,768 3,850,035
Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 935,212 720,679
2024 / 2023 390,289 926,158
2023 / 2022 819,478 802,592
2022 / 2021 677,255 515,857
2021 / 2020 394,266 166,539
Prior 281,232 196,262
Revolving loans 476,429 432,843
Total 3,974,161 3,760,930
Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 14,799 8,921
2024 / 2023 10,810 26,306
2023 / 2022 20,407 2,049
2022 / 2021 7,719 2,063
2021 / 2020 4,570 4,800
Prior 399 2,963
Revolving loans 18,269 1,141
Total 76,973 48,243
Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 864 7,590
2024 / 2023 9,873 1,458
2023 / 2022 6,164 29,004
2022 / 2021 28,786 486
2021 / 2020 157 146
Prior 2,718 1,518
Revolving loans 1,072 660
Total 49,634 40,862
Commercial and industrial    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 174,453 117,476
2024 / 2023 42,997 60,929
2023 / 2022 39,077 44,107
2022 / 2021 32,542 43,879
2021 / 2020 17,221 3,261
Prior 6,268 5,860
Revolving loans 197,701 174,635
Total 510,259 450,147
Commercial and industrial | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 169,734 116,173
2024 / 2023 38,321 60,404
2023 / 2022 36,459 43,205
2022 / 2021 31,607 43,879
2021 / 2020 16,918 3,145
Prior 6,016 4,863
Revolving loans 192,310 174,181
Total 491,365 445,850
Commercial and industrial | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 3,966 1,031
2024 / 2023 4,565 250
2023 / 2022 2,453 43
2021 / 2020 250  
Prior 13 228
Revolving loans 4,437 404
Total 15,684 1,956
Commercial and industrial | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 753 272
2024 / 2023 111 275
2023 / 2022 165 859
2022 / 2021 935  
2021 / 2020 53 116
Prior 239 769
Revolving loans 954 50
Total 3,210 2,341
Agriculture production    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 46,791 41,155
2024 / 2023 14,245 11,348
2023 / 2022 5,712 4,328
2022 / 2021 2,001 6,176
2021 / 2020 4,363 1,965
Prior 314 383
Revolving loans 132,702 110,613
Total 206,128 175,968
Agriculture production | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 43,446 40,980
2024 / 2023 13,230 11,288
2023 / 2022 5,631 4,115
2022 / 2021 1,910 6,159
2021 / 2020 4,363 1,965
Prior 302 229
Revolving loans 119,345 110,396
Total 188,227 175,132
Agriculture production | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 3,319 170
2024 / 2023 888 37
2023 / 2022   204
2022 / 2021 83  
Prior   127
Revolving loans 13,357 217
Total 17,647 755
Agriculture production | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 26 5
2024 / 2023 127 23
2023 / 2022 81 9
2022 / 2021 8 17
Prior 12 27
Total 254 81
Consumer    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 29,962 30,317
2024 / 2023 11,284 17,321
2023 / 2022 8,342 6,558
2022 / 2021 3,206 2,271
2021 / 2020 938 467
Prior 172 54
Revolving loans 1,483 2,683
Total 55,387 59,671
Consumer | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 29,912 30,317
2024 / 2023 11,264 17,318
2023 / 2022 8,330 6,547
2022 / 2021 3,189 2,268
2021 / 2020 938 467
Prior 172 54
Revolving loans 1,483 2,683
Total 55,288 59,654
Consumer | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 50  
2024 / 2023 20 3
2023 / 2022 12 11
2022 / 2021 17 3
Total 99 17
All other loans    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 2,334 1,139
2024 / 2023 869 644
2023 / 2022 245 122
2022 / 2021 82 217
2021 / 2020 132 43
Prior 1,440 1,816
Total 5,102 3,981
All other loans | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 2,334 1,139
2024 / 2023 869 644
2023 / 2022 245 122
2022 / 2021 82 217
2021 / 2020 132 43
Prior 1,440 1,816
Total 5,102 3,981
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 204,668 169,297
2024 / 2023 111,818 158,616
2023 / 2022 134,182 195,332
2022 / 2021 168,417 143,300
2021 / 2020 127,161 66,420
Prior 133,735 93,045
Revolving loans 112,464 99,387
Total 992,445 925,397
Secured by real estate | 1-4 residential real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 204,048 167,734
2024 / 2023 110,823 157,530
2023 / 2022 133,616 195,002
2022 / 2021 167,711 142,721
2021 / 2020 126,851 66,292
Prior 132,126 92,728
Revolving loans 112,346 99,365
Total 987,521 921,372
Secured by real estate | 1-4 residential real estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 620 877
2024 / 2023 261 289
2023 / 2022 376 87
2022 / 2021 360 396
2021 / 2020 277 98
Prior 250 23
Total 2,144 1,770
Secured by real estate | 1-4 residential real estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   686
2024 / 2023 734 797
2023 / 2022 190 243
2022 / 2021 346 183
2021 / 2020 33 30
Prior 1,359 294
Revolving loans 118 22
Total 2,780 2,255
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 115,266 125,572
2024 / 2023 84,817 249,077
2023 / 2022 233,283 320,030
2022 / 2021 299,990 103,893
2021 / 2020 76,522 38,134
Prior 70,869 56,594
Revolving loans 7,570 6,470
Total 888,317 899,770
Secured by real estate | Commercial Real Estate | Non-owner occupied | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 115,266 120,914
2024 / 2023 82,983 232,802
2023 / 2022 213,647 294,138
2022 / 2021 273,348 102,380
2021 / 2020 76,522 33,691
Prior 70,869 55,190
Revolving loans 7,570 6,470
Total 840,205 845,585
Secured by real estate | Commercial Real Estate | Non-owner occupied | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   4,658
2024 / 2023 1,770 16,232
2023 / 2022 15,146 209
2022 / 2021 213 1,513
2021 / 2020   4,443
Prior   1,404
Total 17,129 28,459
Secured by real estate | Commercial Real Estate | Non-owner occupied | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2024 / 2023 64 43
2023 / 2022 4,490 25,683
2022 / 2021 26,429  
Total 30,983 25,726
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 73,909 67,736
2024 / 2023 60,149 105,268
2023 / 2022 89,155 92,738
2022 / 2021 80,930 87,129
2021 / 2020 73,362 25,664
Prior 44,273 27,733
Revolving loans 21,206 21,208
Total 442,984 427,476
Secured by real estate | Commercial Real Estate | Owner occupied | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 72,469 63,251
2024 / 2023 57,047 98,776
2023 / 2022 87,899 89,361
2022 / 2021 79,946 86,975
2021 / 2020 73,291 25,664
Prior 43,764 26,124
Revolving loans 21,206 20,147
Total 435,622 410,298
Secured by real estate | Commercial Real Estate | Owner occupied | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 1,440 1,252
2024 / 2023 2,234 6,492
2023 / 2022 287 1,178
2022 / 2021 83 154
Prior 73 1,181
Revolving loans   520
Total 4,117 10,777
Secured by real estate | Commercial Real Estate | Owner occupied | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   3,233
2024 / 2023 868  
2023 / 2022 969 2,199
2022 / 2021 901  
2021 / 2020 71  
Prior 436 428
Revolving loans   541
Total 3,245 6,401
Secured by real estate | Multi-family real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 81,229 36,518
2024 / 2023 19,078 157,471
2023 / 2022 179,905 86,171
2022 / 2021 71,239 77,545
2021 / 2020 56,328 21,438
Prior 13,577 5,341
Revolving loans 1,402 80
Total 422,758 384,564
Secured by real estate | Multi-family real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 79,658 36,518
2024 / 2023 19,078 157,471
2023 / 2022 179,905 86,171
2022 / 2021 69,862 77,545
2021 / 2020 56,328 21,438
Prior 13,577 5,341
Revolving loans 1,402 80
Total 419,810 384,564
Secured by real estate | Multi-family real estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 1,571  
2022 / 2021 1,377  
Total 2,948  
Secured by real estate | Construction and land development    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 161,995 105,943
2024 / 2023 37,891 146,480
2023 / 2022 117,395 27,655
2022 / 2021 9,144 4,379
2021 / 2020 1,829 3,887
Prior 2,131 679
Revolving loans 2,020 1,518
Total 332,405 290,541
Secured by real estate | Construction and land development | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 161,995 104,162
2024 / 2023 32,148 143,538
2023 / 2022 117,395 27,524
2022 / 2021 9,144 4,379
2021 / 2020 1,829 3,887
Prior 1,396 679
Revolving loans 2,020 1,518
Total 325,927 285,687
Secured by real estate | Construction and land development | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   652
2024 / 2023   2,906
2023 / 2022   131
Prior 63  
Total 63 3,689
Secured by real estate | Construction and land development | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024   1,129
2024 / 2023 5,743 36
Prior 672  
Total 6,415 1,165
Secured by real estate | Agriculture real estate    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 60,268 42,037
2024 / 2023 27,824 46,768
2023 / 2022 38,753 56,604
2022 / 2021 46,209 49,617
2021 / 2020 41,137 10,206
Prior 11,570 9,238
Revolving loans 19,222 18,050
Total 244,983 232,520
Secured by real estate | Agriculture real estate | Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 56,350 39,491
2024 / 2023 24,526 46,387
2023 / 2022 36,351 56,407
2022 / 2021 40,456 49,334
2021 / 2020 37,094 9,947
Prior 11,570 9,238
Revolving loans 18,747 18,003
Total 225,094 228,807
Secured by real estate | Agriculture real estate | Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 3,883 281
2024 / 2023 1,092 100
2023 / 2022 2,145 197
2022 / 2021 5,603  
2021 / 2020 4,043 259
Revolving loans 475  
Total 17,241 837
Secured by real estate | Agriculture real estate | Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
2025 / 2024 35 2,265
2024 / 2023 2,206 281
2023 / 2022 257  
2022 / 2021 150 283
Revolving loans   47
Total $ 2,648 $ 2,876
v3.25.2
Loans and Allowance for Credit Losses - Credit risk profile based on rating and payment activity (Details) - USD ($)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL $ 6,200,000 $ 560,000
Pass    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 35,100,000 40,900,000
Watch    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 2,700,000 8,400,000
Special Mention    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 0 0
Substandard    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL 8,000,000 3,100,000
Doubtful    
Financing Receivable, Credit Quality Indicator [Line Items]    
PCD loans receivable, net of ACL $ 0 $ 0
v3.25.2
Loans and Allowance for Credit Losses - Loan portfolio aging analysis (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
loan
Jun. 30, 2024
USD ($)
loan
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable $ 4,100,768,000 $ 3,850,035,000
Number of PCD loans greater than 90 days past due | loan 3 1
Purchased credit-impaired loans $ 6,200,000 $ 560,000
Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 25,623,000 9,201,000
30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,470,000 3,128,000
60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,593,000 2,621,000
Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 19,560,000 3,452,000
Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 4,075,145,000 3,840,834,000
Commercial and industrial    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 510,259,000 450,147,000
Commercial and industrial | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 3,111,000 2,059,000
Commercial and industrial | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,055,000 641,000
Commercial and industrial | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 219,000 83,000
Commercial and industrial | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,837,000 1,335,000
Commercial and industrial | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 507,148,000 448,088,000
Agriculture production    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 206,128,000 175,968,000
Agriculture production | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 405,000 394,000
Agriculture production | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 163,000 50,000
Agriculture production | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 164,000  
Agriculture production | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 78,000 344,000
Agriculture production | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 205,723,000 175,574,000
Consumer    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 55,387,000 59,671,000
Consumer | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 552,000 399,000
Consumer | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 380,000 311,000
Consumer | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 98,000 74,000
Consumer | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 74,000 14,000
Consumer | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 54,835,000 59,272,000
All other loans    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,102,000 3,981,000
All other loans | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,102,000 3,981,000
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 992,445,000 925,397,000
Secured by real estate | 1-4 residential real estate | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,732,000 3,641,000
Secured by real estate | 1-4 residential real estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,317,000 890,000
Secured by real estate | 1-4 residential real estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,973,000 2,087,000
Secured by real estate | 1-4 residential real estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,442,000 664,000
Secured by real estate | 1-4 residential real estate | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 986,713,000 921,756,000
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 888,317,000 899,770,000
Secured by real estate | Commercial Real Estate | Non-owner occupied | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,846,000 107,000
Secured by real estate | Commercial Real Estate | Non-owner occupied | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 62,000 107,000
Secured by real estate | Commercial Real Estate | Non-owner occupied | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,784,000  
Secured by real estate | Commercial Real Estate | Non-owner occupied | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 882,471,000 899,663,000
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 442,984,000 427,476,000
Secured by real estate | Commercial Real Estate | Owner occupied | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 1,105,000 1,365,000
Secured by real estate | Commercial Real Estate | Owner occupied | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable   305,000
Secured by real estate | Commercial Real Estate | Owner occupied | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 116,000  
Secured by real estate | Commercial Real Estate | Owner occupied | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 989,000 1,060,000
Secured by real estate | Commercial Real Estate | Owner occupied | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 441,879,000 426,111,000
Secured by real estate | Multi-family real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 422,758,000 384,564,000
Secured by real estate | Multi-family real estate | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 422,758,000 384,564,000
Secured by real estate | Construction and land development    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 332,405,000 290,541,000
Secured by real estate | Construction and land development | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 6,070,000 628,000
Secured by real estate | Construction and land development | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 315,000 251,000
Secured by real estate | Construction and land development | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 12,000 377,000
Secured by real estate | Construction and land development | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 5,743,000  
Secured by real estate | Construction and land development | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 326,335,000 289,913,000
Secured by real estate | Agriculture real estate    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 244,983,000 232,520,000
Secured by real estate | Agriculture real estate | Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,802,000 608,000
Secured by real estate | Agriculture real estate | 30-59 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 178,000 573,000
Secured by real estate | Agriculture real estate | 60 to 89 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 11,000  
Secured by real estate | Agriculture real estate | Greater than 90 Days Past Due    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable 2,613,000 35,000
Secured by real estate | Agriculture real estate | Current    
Financing Receivable, Past Due [Line Items]    
Total Loans Receivable $ 242,181,000 $ 231,912,000
v3.25.2
Loans and Allowance for Credit Losses - Collateral dependent loans and related ACL (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable $ 4,100,768 $ 3,850,035    
Related allowance for credit losses 51,629 52,516 $ 47,820 $ 33,192
Commercial and industrial        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 510,259 450,147    
Related allowance for credit losses 6,952 6,233 5,235 3,597
Agriculture production        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 206,128 175,968    
Related allowance for credit losses 3,374 835 782 799
Consumer        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 55,387 59,671    
Related allowance for credit losses 952 578 490 402
All other loans        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 5,102 3,981    
Related allowance for credit losses 4 17 $ 21 $ 14
Real Estate        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 41,259 24,254    
Real Estate | 1-4 residential real estate        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 752 797    
Real Estate | Commercial Real Estate | Non-owner occupied        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 31,764 23,457    
Real Estate | Commercial Real Estate | Owner occupied        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 811      
Real Estate | Construction and land development        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 5,743      
Real Estate | Commercial and industrial        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 494      
Land        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 661      
Land | Construction and land development        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 661      
Other        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 3,669 2,705    
Other | Commercial Real Estate | Owner occupied        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 541      
Other | Commercial and industrial        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 3,128 2,705    
Collateral Pledged        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 45,589 26,959    
Related allowance for credit losses 8,153 10,926    
Collateral Pledged | 1-4 residential real estate        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 752 797    
Related allowance for credit losses 117 116    
Collateral Pledged | Commercial Real Estate | Non-owner occupied        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 31,764 23,457    
Related allowance for credit losses 6,456 10,175    
Collateral Pledged | Commercial Real Estate | Owner occupied        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 1,352      
Related allowance for credit losses 290      
Collateral Pledged | Construction and land development        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 6,404      
Related allowance for credit losses 161      
Collateral Pledged | Commercial and industrial        
Financing Receivable, Past Due [Line Items]        
Total Loans Receivable 3,622 2,705    
Related allowance for credit losses $ 1,129 $ 635    
v3.25.2
Loans and Allowance for Credit Losses - Nonaccrual Loans (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
loan
Jun. 30, 2024
USD ($)
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans $ 23,040,000 $ 6,680,000
Number of non accrual loans | loan 4  
Nonaccrual loans individually evaluated for which no ACL was recorded $ 7,400,000  
Allowance for credit loss individually evaluated non accrual loans 0 0
Commercial and industrial    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 3,442,000 1,703,000
Agriculture production    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 505,000 461,000
Consumer    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 96,000 19,000
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 2,847,000 1,391,000
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 5,784,000  
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 1,309,000 1,102,000
Secured by real estate | Construction and land development    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans 5,789,000 108,000
Secured by real estate | Agriculture real estate    
Financing Receivable, Nonaccrual [Line Items]    
Nonaccrual loans $ 3,268,000 $ 1,896,000
v3.25.2
Loans and Allowance for Credit Losses - Modifications to Borrowers Experiencing Financial Difficulty (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
loan
Jun. 30, 2024
USD ($)
loan
Financing Receivable, Modified [Line Items]    
Recorded Investment, modifications   $ 859,000
Modifications made to loans for borrowers experiencing financial difficulty $ 25,700,000  
Total Class of Financing Receivable 0.63%  
Commercial and industrial    
Financing Receivable, Modified [Line Items]    
Total Class of Financing Receivable 0.01%  
Secured by real estate | 1-4 residential real estate    
Financing Receivable, Modified [Line Items]    
Total Class of Financing Receivable 0.00%  
Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Modified [Line Items]    
Total Class of Financing Receivable 2.51%  
Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Modified [Line Items]    
Total Class of Financing Receivable 0.61%  
Secured by real estate | Construction and land development    
Financing Receivable, Modified [Line Items]    
Total Class of Financing Receivable 0.20%  
Payment Delays    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty $ 22,324,000 $ 859,000
Number of contracts 10 2
Payment Delays | Commercial and industrial    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty $ 54,000 $ 859,000
Payment Delays | Secured by real estate | Commercial Real Estate | Non-owner occupied    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty 22,270,000  
Term Extension Modifications    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty 24,000  
Term Extension Modifications | Secured by real estate | 1-4 residential real estate    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty 24,000  
Interest Rate Reduction    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty 3,362,000  
Total Class of Financing Receivable   0.02%
Interest Rate Reduction | Commercial and industrial    
Financing Receivable, Modified [Line Items]    
Total Class of Financing Receivable   0.19%
Interest Rate Reduction | Secured by real estate | Commercial Real Estate | Owner occupied    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty 2,701,000  
Interest Rate Reduction | Secured by real estate | Construction and land development    
Financing Receivable, Modified [Line Items]    
Modifications made to loans for borrowers experiencing financial difficulty $ 661,000  
v3.25.2
Loans and Allowance for Credit Losses - Real Estate Foreclosures (Details) - USD ($)
Jun. 30, 2025
Jun. 30, 2024
Financing Receivable, Modified [Line Items]    
Repossessed assets $ 0 $ 74,000
1- to 4-family residential real estate | Home Equity Loan    
Financing Receivable, Modified [Line Items]    
Foreclosure proceedings in process $ 769,000 $ 193,000
v3.25.2
Loans and Allowance for Credit Losses - Summary of loans to executive officers, directors, significant shareholders (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Loans and Allowance for Credit Losses    
Beginning Balance $ 11,101 $ 10,547
Additions 8,816 6,465
Repayments (7,228) (5,911)
Change in related party 1,688  
Ending Balance $ 14,377 $ 11,101
v3.25.2
Premises and Equipment - Summary of premises and equipment (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Premises and Equipment    
Land $ 15,386 $ 15,376
Buildings and improvements 85,512 84,474
Construction in progress 2,754 829
Furniture, fixtures, equipment and software 29,386 27,850
Automobiles 118 112
Operating leases ROU asset $ 6,991 $ 6,669
Operating lease, right-of-use asset, statement of financial position extensible enumeration Premises and equipment, net Premises and equipment, net
Premises and equipment, gross $ 140,147 $ 135,310
Less accumulated depreciation 44,165 39,358
Premises and equipment, net $ 95,982 $ 95,952
v3.25.2
Premises and Equipment - Additional Information (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
property
Jun. 30, 2024
USD ($)
Feb. 28, 2022
Number of leased properties | property 10    
Term of contract     20 years
Income recognized from lessor agreements | $ $ 432,000 $ 334,000  
Operating Lease, Lease Income, Statement of Income or Comprehensive Income [Extensible Enumeration] Occupancy, Net Occupancy, Net  
Minimum      
Term of contract 18 months    
Operating Lease, Weighted Average Discount Rate, Percent 5.00%    
Maximum      
Term of contract 20 years    
Operating Lease, Weighted Average Discount Rate, Percent 8.50%    
v3.25.2
Premises and Equipment - Operating lease costs and supplemental disclosures of cash flow information (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Operating lease costs classified as occupancy and equipment expense (includes short-term lease costs) $ 1,192 $ 1,215  
ROU assets obtained in exchange for operating lease obligations: 322 2,332 $ 216
Supplemental Disclosures Of Cash Flow Information | Cash paid for amounts included in the measurement of lease liabilities      
Operating cash flows from operating leases $ 760 840  
ROU assets obtained in exchange for operating lease obligations:   $ 2,445  
v3.25.2
Premises and Equipment - Future expected lease payments for leases (Details)
$ in Thousands
Jun. 30, 2025
USD ($)
Premises and Equipment  
2026 $ 839
2027 833
2028 848
2029 850
2030 834
Thereafter 7,662
Future lease payments expected 11,866
Less: present value discount (4,875)
Total lease liability $ 6,991
Operating Lease, Liability, Statement of Financial Position [Extensible Enumeration] Accounts Payable and Other Accrued Liabilities
v3.25.2
Deposits (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Non-interest bearing accounts $ 508,110 $ 514,107
NOW accounts 1,132,298 1,239,663
Money market deposit accounts 331,251 336,799
Savings accounts 661,115 517,084
TOTAL NON-MATURITY DEPOSITS 2,632,774 2,607,653
Certificates 1,648,594 1,335,406
TOTAL DEPOSITS 4,281,368 3,943,059
0.00-.99%    
Certificates 6,211 17,862
1.00-1.99%    
Certificates 14,021 33,395
2.00-2.99%    
Certificates 8,314 46,195
3.00-3.99%    
Certificates 240,321 149,095
4.00-4.99%    
Certificates 1,347,081 671,562
5.00 - 5.99%    
Certificates $ 32,646 412,418
6.00% and above    
Certificates   $ 4,879
v3.25.2
Deposits - Additional Information (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Deposits    
Aggregate amount of deposits with a minimum denomination of $250,000 $ 1,400.0 $ 1,200.0
Brokered certificates 233.6 171.8
Deposits from affiliates $ 14.4 $ 6.5
v3.25.2
Deposits - Summary of Certificate Maturities (Details)
$ in Thousands
Jun. 30, 2025
USD ($)
Deposits  
July 1, 2025 to June 30, 2026 $ 1,224,472
July 1, 2026 to June 30, 2027 284,186
July 1, 2027 to June 30, 2028 89,055
July 1, 2028 to June 30, 2029 36,602
July 1, 2029 to June 30, 2030 14,279
TOTAL $ 1,648,594
v3.25.2
Repurchase Agreements (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Repurchase Agreements    
Increase in securities sold under agreements to repurchase $ 5,600  
Securities sold under agreements to repurchase 15,000 $ 9,398
Period-end balance 15,000 9,398
Average balance during the period 14,330 9,398
Maximum month-end balance during the period $ 15,000 $ 9,398
Average interest during the period 5.35% 4.80%
Period-end interest rate 5.11% 5.39%
v3.25.2
Repurchase Agreements - Additional Information (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Repurchase Agreements    
Mortgage-backed securities (MBS) $ 15,353 $ 9,981
v3.25.2
Advances from Federal Home Loan Bank (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Federal Home Loan Bank Advances. $ 104,052 $ 102,050
Federal Home Loan Bank, Advances, Weighted Average Interest Rate 4.05% 3.82%
07/24/24 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.66%  
Federal Home Loan Bank Advances.   $ 1,995
08/13/24 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.88%  
Federal Home Loan Bank Advances.   3,000
03/06/25 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.01%  
Federal Home Loan Bank Advances.   3,000
07/15/25 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 0.77%  
Federal Home Loan Bank Advances. $ 1,995 1,967
04/20/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.39%  
Federal Home Loan Bank Advances. $ 5,000 5,000
06/22/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.55%  
Federal Home Loan Bank Advances. $ 5,000 5,000
06/26/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.49%  
Federal Home Loan Bank Advances. $ 5,000 5,000
07/17/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.54%  
Federal Home Loan Bank Advances. $ 5,000 5,000
07/22/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 1.10%  
Federal Home Loan Bank Advances. $ 1,973 1,951
12/14/26 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 2.65%  
Federal Home Loan Bank Advances. $ 84 137
04/12/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.04%  
Federal Home Loan Bank Advances. $ 5,000 5,000
04/27/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.07%  
Federal Home Loan Bank Advances. $ 5,000 5,000
05/03/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.95%  
Federal Home Loan Bank Advances. $ 5,000 5,000
05/12/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.86%  
Federal Home Loan Bank Advances. $ 5,000 5,000
06/22/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.38%  
Federal Home Loan Bank Advances. $ 5,000 5,000
06/25/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.34%  
Federal Home Loan Bank Advances. $ 5,000 5,000
07/19/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.37%  
Federal Home Loan Bank Advances. $ 5,000 5,000
07/19/27 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.22%  
Federal Home Loan Bank Advances. $ 10,000  
03/23/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.85%  
Federal Home Loan Bank Advances. $ 10,000 10,000
03/24/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 3.93%  
Federal Home Loan Bank Advances. $ 10,000 10,000
06/22/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.21%  
Federal Home Loan Bank Advances. $ 5,000 5,000
06/26/28 | Federal Home Loan Bank Advances Maturity Date    
Federal Home Loan Bank, Advances, Interest Rate 4.18%  
Federal Home Loan Bank Advances. $ 5,000 5,000
07/18/28    
Federal Home Loan Bank, Advances, Interest Rate 4.19%  
Federal Home Loan Bank Advances. $ 5,000 $ 5,000
v3.25.2
Advances from Federal Home Loan Bank - Additional Information (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Jun. 30, 2024
Advances from Federal Home Loan Bank    
FHLB prior to maturity amount $ 0.0  
Line of credit 752.6 $ 742.5
Line of credit pledged $ 1,500.0 $ 1,400.0
v3.25.2
Advances from Federal Home Loan Bank - FHLB Advances Maturities (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Advances from Federal Home Loan Bank    
July 1, 2025 to June 30, 2026 $ 16,995  
July 1, 2026 to June 30, 2027 37,057  
July 1, 2027 to June 30, 2028 45,000  
July 1, 2028 to June 30, 2029 5,000  
TOTAL $ 104,052 $ 102,050
v3.25.2
Subordinated Debt (Details) - USD ($)
1 Months Ended 12 Months Ended
May 31, 2021
Aug. 31, 2014
Oct. 31, 2013
Jun. 30, 2025
Jun. 30, 2024
Feb. 28, 2022
Subordinated debt (Note 8)       $ 23,208,000 $ 23,156,000  
Investment, carrying value       538,200,000 474,700,000  
Prepaid Expenses and Other Current Assets            
Investment, face amount       505,000    
Investment, carrying value       $ 471,000 467,000  
Trust Preferred Securities            
Number of years after securities became redeemable       5 years    
Interest rate (as a percent)       7.32%    
Subordinated debt (Note 8)       $ 7,200,000 7,200,000  
Ozarks Legacy Community Financial, Inc.            
Interest rate (as a percent)       7.03%    
Less: common stock issued     $ 3,100,000      
Ozarks Legacy Community Financial, Inc. | Reported Value Measurement            
Floating rate       $ 2,800,000    
Peoples Service Company, Inc.            
Interest rate (as a percent)       6.38%    
Floating rate   $ 6,500,000        
Peoples Service Company, Inc. | Reported Value Measurement            
Floating rate       $ 5,600,000    
Fortune | Subordinated notes Issued in May 2021            
Interest rate (as a percent) 4.50%          
Subordinated debt (Note 8)       $ 7,500,000 $ 7,600,000  
Instrument face amount           $ 7,500,000
Variable rate (as a percent) 3.77%          
Debt Instrument, Variable Interest Rate, Type [Extensible Enumeration] us-gaap:SecuredOvernightFinancingRateSofrMember          
v3.25.2
Employee Benefits - 401(k) Retirement Plan (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Employee Benefits      
Additional profit-sharing contributions of eligible salary 5.00%    
Retirement plan expenses $ 2.4 $ 2.8 $ 2.4
401(k) Retirement Plan Shares Held 418,000 412,000  
Vesting period 5 years    
Maximum      
Employee Benefits      
Matching contributions of eligible compensation 4.00%    
v3.25.2
Employee Benefits - 2008 Equity Incentive Plan (Details) - USD ($)
12 Months Ended 72 Months Ended
Jun. 30, 2017
Jun. 30, 2025
Jun. 30, 2017
Employee Benefits      
Equity Incentive Plan Description   The Company adopted an Equity Incentive Plan (the EIP) in 2008, reserving for award 132,000 shares (split-adjusted). EIP shares were available for award to directors, officers, and employees of the Company and its affiliates by a committee of outside directors.  
Equity Incentive Plan Shares reserved   132,000  
Restricted Stock      
Employee Benefits      
Equity Incentive Plan Shares Awarded 0   122,803
Equity Incentive Plan vesting percentage   20.00%  
Equity Incentive Plan Remained Outstanding   $ 0  
Equity Incentive Plan Unvested Compensation Expense   $ 0  
Performance-based restricted stock      
Employee Benefits      
Equity Incentive Plan vesting percentage   20.00%  
v3.25.2
Employee Benefits - 2003 Stock Option Plan (Details) - USD ($)
1 Months Ended 12 Months Ended
Oct. 31, 2003
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Employee Benefits          
Granted   12,000 23,500 44,000  
Exercised     16,000    
Forfeited     15,000    
Outstanding   152,500 140,500 148,000 104,000
2003 Stock Option Plan          
Employee Benefits          
Stock Option Plan Description   The Company adopted a stock option plan in October 2003 (the 2003 Plan). Under the plan, the Company granted options to purchase 242,000 shares (split-adjusted) to employees and directors, of which, options to purchase 197,000 shares (split-adjusted) have been exercised, and options to purchase 45,000 shares (split-adjusted) have been forfeited. Under the 2003 Plan, exercised options may be issued from either authorized but unissued shares, or treasury shares. At the 2017 annual meeting, shareholders approved the 2017 Omnibus Incentive Plan, which provided that no further awards would be made under the 2003 Plan.      
Granted 242,000        
Exercised 197,000 0 10,000 0  
Forfeited 45,000        
Outstanding   0      
Stock Option Plan unrecognized compensation expense related to Nonvested stock options   $ 0      
Options vested   0 0 0  
v3.25.2
Employee Benefits - 2017 Omnibus Incentive Plan (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
shares
Jun. 30, 2024
USD ($)
shares
Jun. 30, 2023
USD ($)
shares
Jun. 30, 2022
shares
Employee Benefits        
Common stock reserve for issuance 132,000      
Granted 12,000 23,500 44,000  
Exercised   16,000    
Forfeited   15,000    
Outstanding 152,500 140,500 148,000 104,000
Options Exercisable, Number 88,500 65,800 63,700  
Restricted Stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Period for recognition of compensation expense from the date of grant on pro-rata basis 5 years      
Performance-based restricted stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Achievement of specified profitability targets period 3 years      
Omnibus Incentive Plan 2017        
Employee Benefits        
2017 Omnibus Incentive Plan Description The Company adopted an equity-based incentive plan in October 2017 (the 2017 Plan). Under the 2017 plan, the Company reserved for issuance 500,000 shares of common stock for awards to employees and directors, against which full value awards (stock-based awards other than stock options and stock appreciation rights) are to be counted on a 2.5-for-1 basis. The 2017 Plan authorized awards to be made to employees, officers, and directors by a committee of outside directors. The committee held the power to set vesting requirements for each award under the 2017 Plan. Under the 2017 Plan, stock awards and shares issued pursuant to exercised options may be issued from either authorized but unissued shares, or treasury shares.      
Common stock reserve for issuance 500,000      
Full value awards basis 2.5      
Granted 161,500      
Exercised 6,000      
Forfeited 15,000      
Outstanding 140,500      
Unrecognized compensation cost | $ $ 1,000,000      
Outstanding options, intrinsic value | $ 1,500,000      
Intrinsic value of options vested | $ $ 218,000 $ 126,000 $ 42,000  
Options Exercisable, Number 6,900      
Full value awards issued 0 26,600 28,650  
Full value awards vested 29,523 16,624 15,140  
Share based compensation expense | $ $ 845,000 $ 903,000 $ 833,000  
Unvested compensation cost for full value awards | $ $ 1,600,000      
Omnibus Incentive Plan 2017 | Restricted Stock        
Employee Benefits        
Achievement of specified profitability targets period 3 years      
Omnibus Incentive Plan 2017 | Performance-based restricted stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Achievement of specified profitability targets period 3 years      
Omnibus Incentive Plan 2017 | Per Year | Restricted Stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Omnibus Incentive Plan 2017 | Tranche two | Restricted Stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 33.33%      
v3.25.2
Employee Benefits - 2024 Omnibus Incentive Plan (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
shares
Jun. 30, 2024
shares
Jun. 30, 2023
shares
Jun. 30, 2022
shares
Employee Benefits        
Equity Incentive Plan Shares reserved 132,000      
Granted 12,000 23,500 44,000  
Exercised   16,000    
Forfeited   15,000    
Outstanding 152,500 140,500 148,000 104,000
Options Exercisable, Number 88,500 65,800 63,700  
Restricted Stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Performance-based restricted stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Achievement of specified profitability targets period 3 years      
Omnibus Incentive Plan 2024        
Employee Benefits        
Equity Incentive Plan Shares reserved 650,000      
Full value awards basis 2.5      
Granted 12,000      
Exercised 0      
Forfeited 0      
Outstanding 12,000      
Unrecognized compensation cost | $ $ 298,000      
Outstanding options, intrinsic value | $ $ 0      
Options Exercisable, Number 0      
Full value awards issued 22,800      
Share based compensation expense | $ $ 115,000      
Unvested compensation cost for full value awards | $ $ 1,300,000      
Omnibus Incentive Plan 2024 | Restricted Stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 0.20%      
Omnibus Incentive Plan 2024 | Performance-based restricted stock        
Employee Benefits        
Equity Incentive Plan vesting percentage 20.00%      
Achievement of specified profitability targets period 3 years      
v3.25.2
Employee Benefits - Schedule of Share-based Compensation, Stock Options, Activity (Details) - $ / shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Share-Based Compensation Arrangement by Share-Based Payment Award, Options, Outstanding [Roll Forward]      
Outstanding at beginning of year, Number 140,500 148,000 104,000
Granted, Number 12,000 23,500 44,000
Exercised, Number   (16,000)  
Forfeited, Number   (15,000)  
Outstanding at year-end, Number 152,500 140,500 148,000
Options Exercisable, Number 88,500 65,800 63,700
Share-Based Compensation Arrangement by Share-Based Payment Award, Options, Outstanding, Weighted Average Exercise Price [Abstract]      
Options Outstanding, Weighted Average Exercise Price $ 34.43 $ 39.63 $ 36.56
Granted, Weighted Average Price 60.42 40.74 38.58
Exercised, Weighted Average Price   24.49  
Forfeited, Weighted Average Price   42.35  
Options Outstanding, Weighted Average Exercise Price 42.76 34.43 39.63
Options Exercisable, Weighted Average Exercise Price $ 39.51 $ 38.44 $ 33.89
v3.25.2
Employee Benefits - Schedule of Share-based Payment Award, Stock Options, Valuation Assumptions (Details) - $ / shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Employee Benefits      
Expected dividend yield 1.52% 2.06% 1.79%
Expected volatility 36.53% 34.89% 29.67%
Risk-free interest rate 4.55% 4.12% 3.79%
Weighted-average expected life (years) 10 years 10 years 10 years
Weighted-average fair value of options granted during the year $ 27.06 $ 15.88 $ 16.68
v3.25.2
Employee Benefits - Share-based Compensation Arrangement by Share-based Payment Award, Options, Vested and Expected to Vest, Outstanding and Exercisable (Details) - $ / shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Employee Benefits        
Options Outstanding, Number 152,500 140,500 148,000 104,000
Options Outstanding, Weighted Average Exercise Price $ 42.76 $ 34.43 $ 39.63 $ 36.56
Options Exercisable, Number 88,500 65,800 63,700  
Options Exercisable, Weighted Average Exercise Price $ 39.51 $ 38.44 $ 33.89  
31 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 31 months      
Options Outstanding, Number 11,500      
Options Outstanding, Weighted Average Exercise Price $ 37.31      
Options Exercisable, Number 11,500      
Options Exercisable, Weighted Average Exercise Price $ 37.31      
42 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 42 months      
Options Outstanding, Number 15,500      
Options Outstanding, Weighted Average Exercise Price $ 34.35      
Options Exercisable, Number 15,500      
Options Exercisable, Weighted Average Exercise Price $ 34.35      
56 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 56 months      
Options Outstanding, Number 15,500      
Options Outstanding, Weighted Average Exercise Price $ 37.4      
Options Exercisable, Number 15,500      
Options Exercisable, Weighted Average Exercise Price $ 37.4      
67 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 67 months      
Options Outstanding, Number 23,000      
Options Outstanding, Weighted Average Exercise Price $ 34.91      
Options Exercisable, Number 18,400      
Options Exercisable, Weighted Average Exercise Price $ 34.91      
79 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 79 months      
Options Outstanding, Number 11,500      
Options Outstanding, Weighted Average Exercise Price $ 53.82      
Options Exercisable, Number 6,900      
Options Exercisable, Weighted Average Exercise Price $ 53.82      
85 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 85 months      
Options Outstanding, Number 7,500      
Options Outstanding, Weighted Average Exercise Price $ 46.59      
Options Exercisable, Number 3,000      
Options Exercisable, Weighted Average Exercise Price $ 46.59      
92 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 92 months      
Options Outstanding, Number 32,500      
Options Outstanding, Weighted Average Exercise Price $ 46.94      
Options Exercisable, Number 13,000      
Options Exercisable, Weighted Average Exercise Price $ 46.94      
99 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 99 months      
Options Outstanding, Number 3,500      
Options Outstanding, Weighted Average Exercise Price $ 40.28      
Options Exercisable, Number 700      
Options Exercisable, Weighted Average Exercise Price $ 40.28      
103 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 103 months      
Options Outstanding, Number 20,000      
Options Outstanding, Weighted Average Exercise Price $ 40.82      
Options Exercisable, Number 4,000      
Options Exercisable, Weighted Average Exercise Price $ 40.82      
116 mo.        
Employee Benefits        
Weighted Average Remaining Contractual Life 116 months      
Options Outstanding, Number 12,000      
Options Outstanding, Weighted Average Exercise Price $ 60.42      
Options Exercisable, Weighted Average Exercise Price $ 60.42      
v3.25.2
Income Taxes - Schedule of net deferred tax assets (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Deferred tax assets:    
Provision for losses on loans $ 12,225 $ 12,159
Accrued compensation and benefits 1,210 1,063
NOL carry forwards acquired 24 30
Low income housing tax credit carry forward   396
Unrealized loss on other real estate   949
Unrealized loss on available for sale securities 3,201 4,915
Other 552  
Total deferred tax assets 17,212 19,512
Deferred tax liabilities:    
Purchase accounting adjustments 2,604 2,452
Depreciation 4,468 4,519
FHLB stock dividends 120 120
Prepaid expenses 586 705
Other   529
Total deferred tax liabilities 7,778 8,325
Net deferred tax asset $ 9,434 $ 11,187
v3.25.2
Income Taxes - Reconciliation of income tax expense at statutory rate (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Reconciliation of income tax expense at the statutory rate                              
Tax at statutory rate                         $ 15,539 $ 13,253 $ 10,387
Nontaxable municipal income                         (332) (471) (327)
State tax, net of Federal benefit                         653 412 46
Cash surrender value of Bank-owned life insurance                         (438) (401) (318)
Tax credit benefits                         (710) (12) (19)
Other, net                         704 147 457
TOTAL INCOME TAXES $ 3,351 $ 4,139 $ 4,547 $ 3,379 $ 3,430 $ 2,837 $ 3,173 $ 3,488 $ 3,939 $ 578 $ 3,267 $ 2,442 $ 15,416 $ 12,928 $ 10,226
v3.25.2
Income Taxes - Additional Information (Details) - USD ($)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Income Taxes      
Interest or penalties on income taxes $ 0    
Net operating loss carryforwards $ 110,000    
Effective tax rate (as a percent) 21.00% 21.00% 21.00%
v3.25.2
Accumulated Other Comprehensive Loss (AOCL) - Components of AOCI (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Accumulated Other Comprehensive Loss (AOCL)        
AOCI, included in stockholders' equity $ (14,576) $ (22,366)    
Tax effect 3,198 4,911    
Net of tax amount 544,692 488,748 $ 446,058 $ 320,772
Net unrealized loss on securities available-for-sale        
Accumulated Other Comprehensive Loss (AOCL)        
AOCI, included in stockholders' equity (14,551) (22,339)    
Unrealized loss from defined benefit pension plan        
Accumulated Other Comprehensive Loss (AOCL)        
AOCI, included in stockholders' equity (25) (27)    
Accumulated Other Comprehensive Loss        
Accumulated Other Comprehensive Loss (AOCL)        
Net of tax amount $ (11,378) $ (17,455) $ (21,925) $ (17,487)
v3.25.2
Accumulated Other Comprehensive Loss (AOCL) - Reclassification out of AOCI (Details) - Reclassification out of Accumulated Other Comprehensive Income. - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Accumulated Other Comprehensive Income (Loss) [Line Items]    
Unrealized gain (loss) on securities available-for-sale $ 48 $ (1,489)
Amortization of defined benefit pension items $ 2 $ 5
Defined Benefit Plan, Net Periodic Benefit (Cost) Credit, Amortization of Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Employee Benefits and Share-Based Compensation Employee Benefits and Share-Based Compensation
Total reclassified amount before tax $ 50 $ (1,484)
Provision for income tax    
Accumulated Other Comprehensive Income (Loss) [Line Items]    
Tax benefit 11 (312)
Net Income    
Accumulated Other Comprehensive Income (Loss) [Line Items]    
Total reclassification out of AOCI $ 40 $ (1,172)
v3.25.2
Stockholders' Equity and Regulatory Capital (Details)
$ in Thousands
Jun. 30, 2025
USD ($)
Jun. 30, 2024
USD ($)
Southern Bank | Total Capital (to Risk-Weighted Assets)    
Capital $ 545,293 $ 496,105
Capital to Risk Weighted Assets 0.1334 0.1268
Capital Required for Capital Adequacy $ 326,920 $ 312,877
Capital Required for Capital Adequacy to Risk Weighted Assets 0.08 0.08
Capital Required to be Well Capitalized $ 408,650 $ 391,097
Capital Required to be Well Capitalized to Risk Weighted Assets 0.10 0.10
Southern Bank | Tier I Capital (to Risk-Weighted Assets)    
Capital $ 494,186 $ 447,192
Capital to Risk Weighted Assets 0.1209 0.1143
Capital Required for Capital Adequacy $ 245,190 $ 234,658
Capital Required for Capital Adequacy to Risk Weighted Assets 0.06 0.06
Capital Required to be Well Capitalized $ 326,920 $ 312,877
Capital Required to be Well Capitalized to Risk Weighted Assets 0.08 0.08
Southern Bank | Tier I Capital (to Average Assets)    
Capital $ 494,186 $ 447,192
Capital to Risk Weighted Assets 0.1005 0.0979
Capital Required for Capital Adequacy $ 196,782 $ 182,723
Capital Required for Capital Adequacy to Risk Weighted Assets 0.04 0.04
Capital Required to be Well Capitalized $ 245,977 $ 228,403
Capital Required to be Well Capitalized to Risk Weighted Assets 0.05 0.05
Southern Bank | Common Equity Tier I Capital (to Risk-Weighted Assets)    
Capital $ 494,186 $ 447,192
Capital to Risk Weighted Assets 0.1209 0.1143
Capital Required for Capital Adequacy $ 183,892 $ 175,993
Capital Required for Capital Adequacy to Risk Weighted Assets 0.045 0.045
Capital Required to be Well Capitalized $ 265,622 $ 254,213
Capital Required to be Well Capitalized to Risk Weighted Assets 0.065 0.065
Consolidated | Total Capital (to Risk-Weighted Assets)    
Capital $ 577,150 $ 524,023
Capital to Risk Weighted Assets 0.1395 0.1323
Capital Required for Capital Adequacy $ 331,050 $ 316,979
Capital Required for Capital Adequacy to Risk Weighted Assets 0.08 0.08
Consolidated | Tier I Capital (to Risk-Weighted Assets)    
Capital $ 517,842 $ 467,027
Capital to Risk Weighted Assets 0.1251 0.1179
Capital Required for Capital Adequacy $ 248,288 $ 237,734
Capital Required for Capital Adequacy to Risk Weighted Assets 0.06 0.06
Consolidated | Tier I Capital (to Average Assets)    
Capital $ 517,842 $ 467,027
Capital to Risk Weighted Assets 0.1061 0.1019
Capital Required for Capital Adequacy $ 195,249 $ 183,262
Capital Required for Capital Adequacy to Risk Weighted Assets 0.04 0.04
Consolidated | Common Equity Tier I Capital (to Risk-Weighted Assets)    
Capital $ 502,197 $ 451,474
Capital to Risk Weighted Assets 0.1214 0.1139
Capital Required for Capital Adequacy $ 186,216 $ 178,300
Capital Required for Capital Adequacy to Risk Weighted Assets 0.045 0.045
v3.25.2
Stockholders' Equity and Regulatory Capital - Additional Information (Details)
$ in Thousands
12 Months Ended
Jun. 30, 2025
USD ($)
Jun. 30, 2024
USD ($)
Stockholders' Equity and Regulatory Capital    
Capital conservation buffer ratio 0.025  
Amount of distributions as dividend of equity $ 59,800  
Assets $ 5,019,607 $ 4,604,316
v3.25.2
Commitments and Contingencies - Standby Letters of Credit: Letters of Credit (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Jun. 30, 2024
Commitments and Contingencies.    
Letters of credit outstanding amount $ 4.6 $ 6.2
v3.25.2
Commitments and Contingencies - Off-balance-sheet and Credit Risk (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Unused Commitments to Extend Credit $ 944.0 $ 898.6
Commitments to originate fixed rate loans $ 200.2  
Weighted-average rate 6.96%  
Commitments extended period 30 days  
Diversified portfolio, loans $ 1,400.0  
Minimum    
Term 12 months  
Commitments to originate fixed rate loans rates 4.75%  
Maximum    
Term 24 months  
Commitments to originate fixed rate loans rates 8.28%  
v3.25.2
Earnings Per Share - Schedule of computation of basic and diluted earnings per share (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Earnings Per Share                              
Net income                         $ 58,578 $ 50,182 $ 39,237
Less: distributed earnings allocated to participating securities                         (47) (49) (42)
Less: undistributed earnings allocated to participating securities                         (217) (208) (150)
Net income available to common shareholders                         $ 58,314 $ 49,925 $ 39,045
Weighted-average shares outstanding                         11,234,703 11,292,634 10,124,766
Effect of dilutive securities stock options or awards                         23,266 8,645 17,033
Denominator for diluted earnings per share                         11,257,969 11,301,279 10,141,799
Basic earnings per share available to common stockholders $ 1.4 $ 1.39 $ 1.3 $ 1.1 $ 1.19 $ 1 $ 1.08 $ 1.16 $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 5.19 $ 4.42 $ 3.86
Diluted earnings per share available to common stockholders $ 1.39 $ 1.39 $ 1.3 $ 1.1 $ 1.19 $ 0.99 $ 1.07 $ 1.16 $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 5.18 $ 4.42 $ 3.85
v3.25.2
Earnings Per Share - Additional information (Details) - shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Restricted Stock      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities excluded from the computation of diluted earnings per share 81,175 79,830 66,607
v3.25.2
Business Combinations - Additional Information (Details)
12 Months Ended
Jan. 20, 2023
USD ($)
loan
Jun. 30, 2025
USD ($)
Jun. 30, 2024
USD ($)
Jun. 30, 2023
USD ($)
Goodwill   $ 50,727,000 $ 50,727,000  
Citizens Bank        
Identifiable intangible assets $ 24,645,000      
Goodwill 23,438,000      
Goodwill tax deductible 0      
Third-party acquisition-related costs incurred   $ 0 $ 95,000 $ 4,900,000
Business Combination, Separately Recognized Transaction, Acquisition-Related Cost, Expensed, Statement of Income or Comprehensive Income [Extensible Enumeration]   Noninterest Expense Noninterest Expense Noninterest Expense
Loan portfolio 461,500,000      
Fair value discount 14,100,000      
Fair value 419,500,000      
Gross $ 520,000,000      
Number of PCD loans identified | loan 48      
PCD loans $ 27,481,000      
Citizens Bank | Core Deposits        
Identifiable intangible assets $ 22,100,000      
Acquired intangible assets useful life (in years) 10 years      
Citizens Bank | Acquired trust and wealth management        
Identifiable intangible assets $ 2,600,000      
Acquired intangible assets useful life (in years) 10 years      
v3.25.2
Business Combinations - Purchase price for the citizens bancshares acquisition (Details) - USD ($)
$ in Thousands
Jan. 20, 2023
Jun. 30, 2025
Jun. 30, 2024
Recognized amounts of identifiable assets acquired and liabilities assumed      
Goodwill   $ 50,727 $ 50,727
Citizens Bank      
Fair Value of Consideration Transferred      
Cash $ 34,889    
Common stock, at fair value 98,280    
Total consideration 133,169    
Recognized amounts of identifiable assets acquired and liabilities assumed      
Cash and cash equivalents 243,225    
Investment securities 226,497    
Loans 447,388    
Premises and equipment 23,430    
BOLI 21,733    
Identifiable intangible assets 24,645    
Miscellaneous other assets 9,366    
Deposits (851,140)    
Securities sold under agreements to repurchase (27,629)    
Miscellaneous other liabilities (7,784)    
Total identifiable net assets 109,731    
Goodwill $ 23,438    
v3.25.2
Business Combinations - Pro Forma (Details) - Citizens Bank - USD ($)
$ in Thousands
5 Months Ended 12 Months Ended
Jun. 30, 2023
Jun. 30, 2024
Jun. 30, 2023
Business Acquisition [Line Items]      
Acquired business contributed revenues $ 11,600 $ 18,600  
Acquired business contributed earnings $ 3,300 $ 2,700  
Revenue     $ 183,878
Earnings     $ 51,156
v3.25.2
Fair Value Measurements - Fair value of Assets Measured on a Recurring Basis and Nonrecurring Basis (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments $ 912 $ 20
Derivative Asset, Statement of Financial Position [Extensible Enumeration] Prepaid Expense and Other Assets Prepaid Expense and Other Assets
Derivative financial instruments $ 877 $ 15
Derivative Liability, Statement of Financial Position [Extensible Enumeration] Accounts Payable and Other Accrued Liabilities Accounts Payable and Other Accrued Liabilities
Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments $ 912 $ 20
Derivative financial instruments 877 15
Fair Value, Inputs, Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments 912 20
Derivative financial instruments 877 15
Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Derivative financial instruments 912 20
Derivative financial instruments 877 15
Obligations of states and political subdivisions | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 24,263 27,753
Obligations of states and political subdivisions | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 24,263 27,753
Corporate obligations | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 30,642 31,277
Corporate obligations | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 30,642 31,277
Asset backed securities | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 42,481 58,679
Asset backed securities | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 42,481 58,679
Other securities | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 3,964 5,333
Other securities | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 3,964 5,333
MBS and CMOs | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 359,494 304,861
MBS and CMOs | Fair Value, Inputs, Level 2 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 359,494 304,861
Mortgage servicing assets | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 2,297 2,448
Mortgage servicing assets | Fair Value, Inputs, Level 3 | Fair Value, Recurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Available-for-sale Securities 2,297 2,448
Foreclosed and repossessed assets held for sale | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale 625 759
Foreclosed and repossessed assets held for sale | Fair Value, Inputs, Level 3 | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale 625 759
Collateral dependent Loans | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale 24,368 12,994
Collateral dependent Loans | Fair Value, Inputs, Level 3 | Fair Value, Nonrecurring    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair value assets held for sale $ 24,368 $ 12,994
v3.25.2
Fair Value Measurements - Change in Fair Value of Assets (Details0 - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Fair Value Measurements    
MSR, beginning $ 2,448 $ 2,359
Originations 171 165
Amortization (214) (207)
Change in fair value $ (108) $ 131
Fair Value, Asset, Recurring Basis, Unobservable Input Reconciliation, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Loan Servicing Fees Loan Servicing Fees
MSR, ending $ 2,297 $ 2,448
v3.25.2
Fair Value Measurements - Losses Recognized on Assets Measured on a Nonrecurring Basis (Details) - Fair Value, Nonrecurring - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total (gains) losses on assets measured on a non-recurring basis $ (45) $ 74
Foreclosed and repossessed assets held for sale    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Total (gains) losses on assets measured on a non-recurring basis $ (45) $ 74
v3.25.2
Fair Value Measurements - Unobservable (Level 3) inputs (Details) - Fair Value, Nonrecurring - Fair Value, Inputs, Level 3 - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Investment, Type [Extensible Enumeration] Foreclosed and repossessed assets Foreclosed and repossessed assets
Foreclosed and repossessed assets    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs $ 625 $ 759
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 25.6 20.3
Foreclosed and repossessed assets | Third party appraisal    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Valuation Technique Third party appraisal Third party appraisal
Foreclosed and repossessed assets | Third party appraisal | Measurement Input, Discount Rate    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs Marketability discount Marketability discount
Foreclosed and repossessed assets | Third party appraisal | Measurement Input, Discount Rate | Minimum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 25.60% 17.90%
Foreclosed and repossessed assets | Third party appraisal | Measurement Input, Discount Rate | Maximum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 25.60% 44.90%
Collateral dependent Loans    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs $ 24,368 $ 12,994
Fair Value Measurements Nonrecurring Weighted Average Discount Applied 23.9 43.7
Collateral dependent Loans | Collateral value    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Valuation Technique Collateral value Collateral value
Collateral dependent Loans | Collateral value | Measurement Input, Discount Rate    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Unobservable Inputs Marketability discount Marketability discount
Collateral dependent Loans | Collateral value | Measurement Input, Discount Rate | Minimum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 4.30% 14.50%
Collateral dependent Loans | Collateral value | Measurement Input, Discount Rate | Maximum [Member]    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Fair Value Measurements Nonrecurring Range of discounts Applied 100.00% 52.30%
v3.25.2
Fair Value Measurements - Schedule of financial instruments (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Financial assets    
Cash and cash equivalents $ 192,859 $ 60,904
Interest-bearing time deposits 246 491
Stock in FHLB 9,361 8,713
Stock in Federal Reserve Bank of St. Louis 9,139 9,089
Loans held for sale 431  
Loans receivable, net 4,048,961 3,797,287
Accrued interest receivable 26,018 23,826
Mortgage servicing assets 2,297 2,448
Derivative financial instruments 912 20
Financial liabilities    
Deposits 4,281,368 3,943,059
Securities sold under agreements to repurchase 15,000 9,398
Advances from FHLB 104,052 102,050
Accrued interest payable 14,186 12,868
Subordinated debt 23,208 23,156
Derivative financial instruments 877 15
Fair Value, Inputs, Level 1    
Financial assets    
Cash and cash equivalents 192,859 60,904
Financial liabilities    
Deposits 2,632,774 2,607,653
Fair Value, Inputs, Level 2    
Financial assets    
Interest-bearing time deposits 246 491
Stock in FHLB 9,361 8,713
Stock in Federal Reserve Bank of St. Louis 9,139 9,089
Loans held for sale 431  
Accrued interest receivable 26,018 23,826
Derivative financial instruments 912 20
Financial liabilities    
Securities sold under agreements to repurchase 15,000 9,398
Advances from FHLB 104,561 100,468
Accrued interest payable 14,186 12,868
Derivative financial instruments 877 15
Fair Value, Inputs, Level 3    
Financial assets    
Loans receivable, net 3,976,696 3,639,657
Mortgage servicing assets 2,297 2,448
Financial liabilities    
Deposits 1,650,046 1,338,215
Subordinated debt $ 21,722 $ 20,576
v3.25.2
Derivative Financial Instruments - Additional Information (Details)
12 Months Ended
Jun. 30, 2025
USD ($)
DerivativeInstrument
Jun. 30, 2024
USD ($)
DerivativeInstrument
1-4 Family interest rate swaps    
Derivative [Line Items]    
Notional Amount $ 60,000,000 $ 40,000,000
Interest Income 364,000 28,000
1-4 Family interest rate swaps (1)    
Derivative [Line Items]    
Notional Amount $ 20,000,000  
Number of derivative instruments executed | DerivativeInstrument 2  
1-4 Family interest rate swaps (2)    
Derivative [Line Items]    
Notional Amount   $ 40,000,000
Number of derivative instruments executed | DerivativeInstrument   2
v3.25.2
Derivative Financial Instruments - Notional amounts and estimated fair values of interest rate swaps (Details) - 1-4 Family interest rate swaps - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Derivative [Line Items]    
Notional Amount $ 60,000 $ 40,000
Other Assets 912 20
Other Liabilities $ 877 $ 15
v3.25.2
Derivative Financial Instruments - Carrying amount of the hedged assets, located in loans receivable, net (Details) - 1-4 Family interest rate swaps - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Derivative [Line Items]    
Carrying Amount of Hedged Assets $ 474,855 $ 553,307
Cumulative Amount of Fair Value Hedging Adj Included in Carrying Amount of Hedged assets $ 892 $ 5
v3.25.2
Condensed Parent Company Only Financial Statements - Balance Sheets (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Cash and cash equivalents $ 192,859 $ 60,904    
TOTAL ASSETS 5,019,607 4,604,316    
Subordinated debt 23,208 23,156    
TOTAL LIABILITIES 4,474,915 4,115,568    
Stockholders' equity 544,692 488,748    
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY 5,019,607 4,604,316    
Parent Company [Member]        
Cash and cash equivalents 18,449 13,967 $ 13,442 $ 8,964
Other assets 51,483 52,220    
Investment in common stock of Bank 498,347 446,131    
TOTAL ASSETS 568,279 512,318    
Accrued expenses and other liabilities 379 414    
Subordinated debt 23,208 23,156    
TOTAL LIABILITIES 23,587 23,570    
Stockholders' equity 544,692 488,748    
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 568,279 $ 512,318    
v3.25.2
Condensed Parent Company Only Financial Statements - Statements of Income (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Interest income $ 70,638 $ 69,925 $ 69,424 $ 67,378 $ 64,667 $ 64,025 $ 61,576 $ 58,107 $ 54,283 $ 48,286 $ 38,851 $ 34,996 $ 277,365 $ 248,375 $ 176,416
Interest expense 30,305 30,446 31,281 30,717 29,572 29,516 27,090 22,714 18,065 14,519 10,600 6,487 122,749 108,892 49,671
Net interest expense 40,333 39,479 38,143 36,661 35,095 34,509 34,486 35,393 36,218 33,767 28,251 28,509 154,616 139,483 126,745
Income tax (expense) benefit (3,351) (4,139) (4,547) (3,379) (3,430) (2,837) (3,173) (3,488) (3,939) (578) (3,267) (2,442) (15,416) (12,928) (10,226)
NET INCOME $ 15,786 $ 15,683 $ 14,653 $ 12,456 $ 13,530 $ 11,307 $ 12,193 $ 13,152 $ 15,560 $ 2,409 $ 11,664 $ 9,604 58,578 50,182 39,237
Parent Company                              
Interest income                         37 41 32
Interest expense                         1,628 1,742 1,439
Net interest expense                         (1,591) (1,701) (1,407)
Dividends from Bank                         17,000 16,000 48,000
Operating expenses                         1,248 1,018 3,041
Income before income taxes and equity in undistributed income of the Bank                         14,161 13,281 43,552
Income tax (expense) benefit                         (54) 571 552
Income before equity in undistributed income of the Bank                         14,107 13,852 44,104
Equity in undistributed income of the Bank                         44,471 36,330 (4,867)
NET INCOME                         58,578 50,182 39,237
COMPREHENSIVE INCOME                         $ 64,655 $ 54,652 $ 34,799
v3.25.2
Condensed Parent Company Only Financial Statements - Cash Flows (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Net Income $ 15,786 $ 15,683 $ 14,653 $ 12,456 $ 13,530 $ 11,307 $ 12,193 $ 13,152 $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 58,578 $ 50,182 $ 39,237
NET CASH PROVIDED BY OPERATING ACTIVITIES                         81,557 70,268 62,023
NET CASH USED IN INVESTING ACTIVITIES                         (285,112) (245,735) (213,405)
Dividends on common stock                         10,378 9,526 8,632
NET CASH USED IN FINANCING ACTIVITIES                         335,510 182,392 118,552
Net increase in cash and cash equivalents                         131,955 6,925 (32,830)
Cash and cash equivalents at beginning of period       60,904                 60,904    
CASH AND CASH EQUIVALENTS AT END OF YEAR 192,859       60,904               192,859 60,904  
Parent Company                              
Net Income                         58,578 50,182 39,237
Equity in undistributed income of the Bank                         (44,471) (36,330) 4,867
Other adjustments, net                         753 56 388
NET CASH PROVIDED BY OPERATING ACTIVITIES                         14,860 13,908 44,492
Investments in Bank subsidiaries                             (31,382)
NET CASH USED IN INVESTING ACTIVITIES                             (31,382)
Dividends on common stock                         (10,378) (9,526) (8,632)
Payments to acquire treasury stock                           (3,857)  
NET CASH USED IN FINANCING ACTIVITIES                         (10,378) (13,383) (8,632)
Net increase in cash and cash equivalents                         4,482 525 4,478
Cash and cash equivalents at beginning of period       $ 13,967       $ 13,442       $ 8,964 13,967 13,442 8,964
CASH AND CASH EQUIVALENTS AT END OF YEAR $ 18,449       $ 13,967       $ 13,442       $ 18,449 $ 13,967 $ 13,442
v3.25.2
Quarterly Financial Data (Unaudited) - Summary of Quarterly Operating Data (Details) - USD ($)
$ / shares in Units, $ in Thousands
3 Months Ended 12 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Dec. 31, 2022
Sep. 30, 2022
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Quarterly Financial Data (Unaudited)                              
Interest income $ 70,638 $ 69,925 $ 69,424 $ 67,378 $ 64,667 $ 64,025 $ 61,576 $ 58,107 $ 54,283 $ 48,286 $ 38,851 $ 34,996 $ 277,365 $ 248,375 $ 176,416
Interest expense 30,305 30,446 31,281 30,717 29,572 29,516 27,090 22,714 18,065 14,519 10,600 6,487 122,749 108,892 49,671
Net interest income 40,333 39,479 38,143 36,661 35,095 34,509 34,486 35,393 36,218 33,767 28,251 28,509 154,616 139,483 126,745
Provision for credit losses 2,500 932 932 2,159 900 900 900 900 795 10,072 1,138 5,056 6,523 3,600 17,061
Noninterest income 7,280 6,666 6,865 7,173 7,767 5,584 5,640 5,853 8,951 6,284 5,456 5,513 27,984 24,844 26,204
Noninterest expense 25,976 25,391 24,876 25,840 25,002 25,049 23,860 23,706 24,875 26,992 17,638 16,920 102,083 97,617 86,425
Income Before Income Taxes 19,137 19,822 19,200 15,835 16,960 14,144 15,366 16,640 19,499 2,987 14,931 12,046      
Income tax expense 3,351 4,139 4,547 3,379 3,430 2,837 3,173 3,488 3,939 578 3,267 2,442 15,416 12,928 10,226
Net Income (Loss) $ 15,786 $ 15,683 $ 14,653 $ 12,456 $ 13,530 $ 11,307 $ 12,193 $ 13,152 $ 15,560 $ 2,409 $ 11,664 $ 9,604 $ 58,578 $ 50,182 $ 39,237
Basic earnings per share $ 1.4 $ 1.39 $ 1.3 $ 1.1 $ 1.19 $ 1 $ 1.08 $ 1.16 $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 5.19 $ 4.42 $ 3.86
Diluted earnings per share $ 1.39 $ 1.39 $ 1.3 $ 1.1 $ 1.19 $ 0.99 $ 1.07 $ 1.16 $ 1.37 $ 0.22 $ 1.26 $ 1.04 $ 5.18 $ 4.42 $ 3.85
v3.25.2
Segment Reporting (Details)
12 Months Ended
Jun. 30, 2025
segment
Segment Reporting  
Number of operating segment 1