FRP Holdings, Inc. filings document the financial reporting, governance, and material events of a public real estate holding and development company. Form 8-K reports furnish operating results and segment disclosures for Multifamily, Industrial and Commercial, Development, and Mining and Royalty Lands activities, including property leasing, development performance, vacancies, royalties, and joint-venture results.
The company’s SEC record also includes proxy materials covering board governance, executive compensation, equity awards, and shareholder voting matters. Other filings document Regulation FD disclosures, completed acquisition activity involving an industrial logistics development platform, and Form 12b-25 reporting related to annual-report timing, consolidated financial statements, and audit completion.
FRP Holdings, Inc. (FRPH) insider David H. deVilliers, Jr., a director and Sr. Advisor to the President & COO, reported a sale of company stock. On 11/21/2025, he sold 2,000 shares of common stock at a price of $23.23 per share in a disposition coded “S.” After this transaction, he beneficially owned 79,084 shares, held directly. The Form 4 was filed for a single reporting person, with the signature executed by Kelly Waters as attorney-in-fact for deVilliers.
FRP Holdings (FRPH) disclosed insider buying on a Form 4. The company’s CFO purchased common stock in open‑market transactions: 1,000 shares at $23.84 on 11/12/2025 and 1,000 shares at $23.94 on 11/13/2025.
Following these trades, the reporting person beneficially owns 25,106 shares directly. In addition, 1,471.5 shares are held indirectly in a 401(k) plan.
FRP Holdings (FRPH) director John D. Baker II reported a purchase of 7,175 shares of common stock at $23.85 on 11/12/2025.
Following the transaction, reported beneficial holdings include 199,025 shares held in a living trust, 20,556 shares held directly, 20,050 held in an IRA, 339,686 held in a GRAT, and 7,578 held in his wife's living trust. An additional 2,571,775 shares are reported indirectly per a trust arrangement described in a footnote.
FRP Holdings (FRPH) CEO and director John D. Baker III reported an open-market purchase of 4,166 shares of common stock at $23.70 per share on 11/10/2025.
Following the transaction, beneficial ownership was listed as 221,254 shares held indirectly in a living trust and 29,140 shares held directly. The transaction code was P (purchase).
FRP Holdings, Inc. (FRPH) director John D. Baker II reported an open‑market purchase of 334 shares of common stock at $23.50 per share on 11/10/2025 (Transaction Code P).
After the transaction, reported beneficial holdings include 191,850 shares held indirectly in a living trust and 20,556 shares held directly. Additional indirect holdings are shown as 2,571,775 shares (see footnote 1), 20,050 shares held in an IRA, 339,686 shares held in a GRAT, and 7,578 shares held in his wife's living trust. The filing states he disclaims beneficial ownership of certain indirect holdings except to the extent of his pecuniary interest.
FRP Holdings, Inc. filed its Q3 2025 report, posting total revenues of $10.775 million and net income attributable to the Company of $0.662 million, or $0.03 per diluted share, versus $1.361 million, or $0.07, a year ago. Results were weighed by $1.281 million of expenses tied to the Altman Logistics platform acquisition, while mining royalties rose and equity losses from joint ventures improved.
Cash and cash equivalents were $134.853 million with secured notes payable of $185.338 million. The Company’s five‑year revolving credit facility is $50 million; it was undrawn at quarter‑end with $49.551 million available and $449,000 outstanding under letters of credit. Year‑to‑date operating cash flow was $21.252 million, and capital expenditures totaled $34.154 million.
Subsequent event: FRP acquired Altman Logistics’ operating platform and development pipeline for $33.5 million, with a net cash requirement of $23.5 million. Of $121.8 million in related construction financing, $45.3 million had been drawn at closing, resulting in a $5.2 million share of debt attributable to FRP. Common shares outstanding were 19,115,522 as of November 6, 2025.
FRP Holdings (FRPH) furnished a Form 8-K to announce it issued a press release with results for the second quarter ended September 30, 2025. The press release is included as Exhibit 99.1, dated November 5, 2025.
The company states the information in this report, including the exhibit, is furnished and not deemed filed for purposes of Section 18 of the Exchange Act and is not incorporated by reference into other filings except as expressly stated by specific reference.
FRP Holdings (FRPH) announced it has completed the closing on its Purchase and Sales Agreement to acquire the business operations and development pipeline of Altman Logistics Properties, LLC, an operating platform of BBX Capital. The acquired platform holds minority interests in a portfolio of institutional-grade industrial assets at various development stages and includes a contract for the purchase of an industrial land parcel.
The company disclosed the transaction via a press release furnished as Exhibit 99.1 under Regulation FD. This move expands FRP’s industrial footprint by adding an active development pipeline and related interests, aligning the business with ongoing demand for institutional-quality logistics and industrial real estate.
John D. Klopfenstein, Controller & CAO of FRP Holdings, Inc. (FRPH), reported acquiring 760 option awards on 10/02/2025 with an exercise price of $15.58. The options are exercisable and expire on 12/06/2025 and cover 760 underlying common shares. After the transaction he directly owns 25,376 shares and indirectly holds 4,018.381 shares in a 401(k). The Form 4 was signed by an attorney-in-fact on 10/06/2025.
FRP Holdings, Inc. reported mixed second-quarter results driven by operating gains in mining royalties and multifamily properties but a sharp drop in net income. Net income attributable to the Company for the three months ended June 30, 2025 was $578,000 (earnings per share $0.03), down materially from the prior year period. For the six months, net income attributable to the Company was $2.288 million (EPS $0.12).
Operationally, pro rata net operating income improved 5% in Q2 to $9.688 million and 7% year-to-date to $19.052 million, led by a 21% Q2 increase in Mining Royalty Lands NOI. Offsetting these gains were higher G&A and development professional fees (including $712,000 of legal due-diligence costs), lower net investment income, and industrial segment headwinds from vacancy and lease-up of a new spec warehouse. Subsequent events include a new $50 million five-year revolving credit facility and a July 23, 2025 joint venture to develop ~377,892 square feet of industrial space.