Insider Trading February 20, 2026

FRP Holdings Director John D. Baker II Increases Stake with $181,389 Purchase

Director buys 6,608 shares at a premium to market price; filing amended to correct transaction code

By Sofia Navarro FRPH
FRP Holdings Director John D. Baker II Increases Stake with $181,389 Purchase
FRPH

John D. Baker II, a director of FRP Holdings, acquired 6,608 shares of the company on March 14, 2025, at $27.45 per share for a total cost of $181,389. The purchase price was above the prevailing market quote of $23.95, and the transaction was disclosed in an amended Form 4/A with the Securities and Exchange Commission. After the acquisition, Baker directly holds 191,516 shares in a Living Trust. A recent valuation analysis indicates FRP Holdings may be trading above its fair value.

Key Points

  • Director John D. Baker II bought 6,608 shares on March 14, 2025, at $27.45 per share, totaling $181,389.
  • The purchase price exceeded the cited market price of $23.95, despite the stock trading down about 23% over the past year.
  • The acquisition was reported in an amended Form 4/A with the SEC; after the trade Baker directly holds 191,516 shares in a Living Trust.

Summary: FRP Holdings director John D. Baker II purchased 6,608 shares of company common stock on March 14, 2025, paying $27.45 per share for an aggregate amount of $181,389. The per-share cost was higher than the reported market price of $23.95, and the transaction was reported in an amended Form 4/A filing with the Securities and Exchange Commission. Following the trade, Baker directly owns 191,516 shares, held in a Living Trust.

The disclosure shows the transaction was recorded in a Form 4/A filing and that the filing was amended to reflect a corrected transaction code. The purchase price represents a premium to the then-current trading price of $23.95, a figure that sits alongside the note that the shares have traded down by approximately 23% over the past year. The filing identifies the shares as held directly by Baker in a Living Trust.

Separately, a valuation analysis referenced in the disclosure indicates that FRP Holdings currently appears overvalued when measured against fair value metrics. The notice points investors toward a more detailed research report for expanded valuation and financial analysis, though the filing itself delivers the key transaction and ownership details.

This transaction illustrates an insider purchase executed at a price higher than the quoted market level and shows the director increasing his direct ownership stake. The amended filing clarifies the transaction coding but does not introduce additional transactional detail beyond the corrected record and the updated total holdings.


Transaction details

  • Date of purchase: March 14, 2025
  • Shares acquired: 6,608
  • Price per share: $27.45
  • Total value: $181,389
  • Reported market price referenced: $23.95
  • Post-transaction direct holdings: 191,516 shares (held in a Living Trust)
  • Disclosure vehicle: Amended Form 4/A filed with the Securities and Exchange Commission

The filing and valuation note provide investors with the raw ownership and price data necessary to assess the director-level purchase in the context of recent share price performance and stated valuation metrics.

Risks

  • Valuation risk - the disclosure notes FRP Holdings appears overvalued on fair value metrics, which could affect investor returns.
  • Market risk - the company's shares have declined roughly 23% over the past year, indicating continued price pressure in the market.
  • Reporting uncertainty - the filing required an amendment to correct the transaction code, highlighting potential for reporting adjustments.

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