Welcome to our dedicated page for Frp Hldgs SEC filings (Ticker: FRPH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
FRP Holdings, Inc. (NASDAQ: FRPH) files periodic and current reports with the U.S. Securities and Exchange Commission as a Florida corporation under Commission File Number 001-36769. These SEC filings provide detailed information about the company’s real estate operations across Multifamily, Industrial and Commercial, and Mining and Royalty Lands, as well as its development activities and joint ventures.
On this page, users can review FRP Holdings’ Forms 10-K and 10-Q for disclosures on lease revenue, mining royalty and rents, segment reporting, pro rata net operating income (NOI), net investment income, interest expense and equity in loss of joint ventures. The company’s filings also describe its real property acquisition, entitlement, development and construction activities for apartment, retail, warehouse and office projects, and its leasing and management of residential apartment buildings and commercial properties.
Current reports on Form 8-K include items such as quarterly earnings press releases and material transactions. For example, FRP Holdings has filed 8-Ks related to its quarterly results and to the completion of its Purchase and Sales Agreement to acquire the business operations and development pipeline of Altman Logistics Properties, LLC, which holds minority interests in institutional-grade industrial assets and an industrial land contract.
Through this filings page, users can access real-time updates from the SEC’s EDGAR system, including 8-Ks, 10-Qs, 10-Ks and other relevant documents. AI-powered summaries can help explain key points from lengthy filings, highlight segment performance, clarify the impact of joint ventures and financing arrangements, and surface information on topics such as mining royalty lands, multifamily properties and industrial developments.
FRP Holdings, Inc. notified the SEC it cannot file its Annual Report on Form 10-K for the year ended December 31, 2025 by the prescribed due date and expects to file within the fifteen‑day grace period under Rule 12b‑25. The delay reflects additional time needed to finalize consolidated financial statements and for the auditor to complete the audit; the company states there are no disagreements with its independent auditors.
The company expects fourth‑quarter 2025 net income of $0.4 million versus $1.7 million in Q4 2024 (a $1.3 million decrease) and full‑year 2025 net income of $3.3 million versus $6.4 million in 2024 (a $3.1 million decrease). The filings attribute the declines mainly to expenses related to the Altman Logistics platform acquisition ($0.5 million in Q4; $2.5 million for the year), higher G&A from new hires, operating underperformance at Dock and Maren, industrial vacancies, and added depreciation at Chelsea, partly offset by higher mining royalties and improved equity in joint ventures.
FRP Holdings director and 10% owner John D. Baker II reported an indirect open-market purchase of 478,468 shares of Common Stock at $20.90 per share. The shares are held by a trust for his benefit, where he serves as co-trustee and sole income beneficiary.
After this purchase, that trust holds 3,050,243 shares indirectly. Separate living trusts for Baker and his spouse hold 278,040 and 7,578 shares, respectively. Baker disclaims beneficial ownership of the trust-held shares except to the extent of his pecuniary interest.
FRP Holdings major shareholders led by John D. Baker II and Edward L. Baker II filed Amendment No. 3 to their Schedule 13D, reporting collective beneficial ownership of 3,717,481 common shares, or 19.4% of the outstanding stock.
The filing details several 2025–2026 transactions, including an award of 1,356 shares to John D. Baker II, open-market purchases of 6,608 and 8,363 shares through his living trust, and multiple gifts and trust distributions to family trusts. On March 23, 2026, the JDB Trust purchased 478,468 shares from CLB 1965, LLC, an affiliate of a family member, for approximately $10,000,000 using funds on hand.
The reporting persons state they currently hold the shares for investment purposes and, aside from general flexibility to buy or sell in the future, report no present plans for mergers, asset sales, board changes, or other major corporate actions at FRP Holdings.
FRP Holdings CEO John D. Baker III reported a forfeiture of stock options tied to performance goals. On this Form 4, he disposed of options to buy 2,733 shares of common stock back to the company at an exercise price of $31.44 per share as a disposition to the issuer. These options, originally granted on January 1, 2024, were forfeited because the company did not achieve the target performance criteria, leaving him with 14,864 options following the transaction. The filing also updates indirect common stock holdings held through various trusts, including 48,721 shares, 4,029 shares, and 296,791 shares, where he serves as trustee or beneficiary.
FRP Holdings, Inc. President & COO David H. deVilliers III reported the forfeiture of 548 shares of Common Stock on March 10, 2026. The shares were returned to the issuer at $0.00 per share as a disposition to the company, not an open-market sale.
According to a footnote, the forfeited shares were restricted stock originally granted on January 1, 2024 after the company did not achieve target performance criteria. Following this adjustment, he holds 67,088 shares directly and 1,296 shares indirectly through a 401(k) account.
FRP Holdings, Inc. director and senior advisor David H. DeVilliers Jr. reported a disposition of 548 shares of common stock on March 10, 2026. The transaction reflects the forfeiture of restricted stock originally granted on January 1, 2024 because the company did not achieve target performance criteria. After this forfeiture, DeVilliers directly holds 92,507 shares of FRP Holdings common stock.
FRP Holdings, Inc. Controller and Chief Accounting Officer John D. Klopfenstein reported a disposition of 276 shares of common stock back to the company. According to the filing, this reflects the forfeiture of restricted stock originally granted on January 1, 2024 because target performance criteria were not achieved.
After the forfeiture, he directly holds 31,680 shares of common stock and indirectly holds 4,018.381 shares in a 401(k) plan.
FRP Holdings, Inc. CFO Matthew C. McNulty reported a forfeiture of 418 shares of restricted common stock on March 10, 2026. According to the filing, these shares were originally granted on January 1, 2024 and were forfeited because the issuer did not achieve the target performance criteria. Following this disposition back to the company, McNulty holds 37,632 shares of common stock directly and 1,471.5 shares indirectly through a 401(k) plan.
FRP Holdings, Inc. director and large shareholder John D. Baker II reported an indirect disposition of 48,721 shares of common stock. The shares were transferred at $0.00 per share as a bona fide gift from a grantor retained annuity trust.
According to the filing, this distribution occurred in connection with the termination of the grantor retained annuity trust and the shares were distributed to irrevocable trusts for the benefit of his children. Following these transactions, Baker reports direct and indirect holdings across personal, IRA and trust accounts, including a large indirect position held in a trust for his benefit.
FRP Holdings director John D. Baker II reported trust-related share transfers in FRP Holdings, Inc. common stock. A grantor retained annuity trust distributed 97,442 shares as a bona fide gift to irrevocable trusts for his children in connection with the trust’s termination.
The amended filing also updates his indirect beneficial ownership to 123,534 shares held in a grantor retained annuity trust and 154,117 shares held in a revocable living trust, reflecting corrected post-distribution amounts.