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FRP Holdings, Inc. Stock: price and insider trades · United States
2 insiders bought €303k of shares over the last 90 days, the latest by BAKER JOHN D II, filed 18 Aug 2026.
FRP Holdings, Inc.: what insiders have been doing
FRP Holdings, Inc., classified in the Real Estate sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). From 23 October 2025 to 23 October 2026, the disclosure feed for FRP Holdings, Inc. logged 51 filings by 11 insiders.
Open-market activity splits into 10 purchases totalling €9.3M and 4 sales totalling €238k; 3 insiders sit on the buying side and 2 insiders on the selling side. Taken together, the purchases exceed the sales by €9.0M. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. The buyers include 1 finance chief, 1 senior executive and 1 chief executive. One trade stands out by size: a purchase of €8.7M from Baker John D II, disclosed on 25 March 2026.
With 51 filings in twelve months, the company is more active than the median of 24 filings across the 3,167 companies we follow on the same exchange. Since 2016, the database holds 27 purchases and 180 sales by insiders of the company. The 10-K for the year ended 31 December 2025 shows 42.8 m USD of revenue and 3.3 m USD of net income.
In all, 8 purchases were made within 30 days of a purchase by another insider of the company. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The most recent open-market purchase was published on 18 August 2026, 67 days ago. The median gap between a trade and its publication by SEC (Form 4) is 4 days. The legal deadline for a Form 4 is two business days after the transaction.
In the same sector, recent insider purchases at Covivio and XIOR also feature in our signals. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
482
Thresholds
n/a
Buy Volume
€10M
27 ops. · all time
Sell Volume
€12M
180 ops. · all time
Who traded when
BuySaleJohn D. Baker II6 buys
DAVID H. DEVILLIERS Jr.5 sales
MARTIN E. STEIN Jr.4 sales
David H. deVilliers III1 buy2 sales
John D. Baker III2 buys
Matthew C. McNulty2 buys
+1 other insider
Since the insiders bought
- -12.8%Entry US$22.07 · Close 22 Oct 2026 US$19.24
- -13.2%Entry US$22.16 · Close 22 Oct 2026 US$19.24
- -3.5%Entry US$24.55 · Close at T+90 US$23.69
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 15,998 of 26,250 companies
44.7
score / 100
Value41
Quality48
FCF yld8.2%
Earn yld0.9%
EV/EBITDA30.5x
ROE-0.1%
Gross mgn91%
Net mgn7.8%
Debt/EBITDA10.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$18.81
Analyst consensus
Income statement
RevenueUS$42.8M
Gross profitUS$38.9M91% margin
EBITDAUS$18.1M42% margin
Net incomeUS$3.3M0.3% margin
Valuation
PER (trailing)2049.0x
P/Book0.8x
Beta0.52
Balance sheet & cash
Market capUS$360.6M
Total debtUS$192.6M
Free Cash FlowUS$29.7M
Debt / Equity47%
Profitability & ownership
ROE-0.1%
ROA-0.2%
% insiders40.1%
% institutions48.3%
Last declaration on 18 August 2026
Declarations482 total
957 shares@ US$21.96870.0051% mcap0.1% of flowCommon StockSEC:0000897069-26-001700:0
Canonical exit: 15 Nov 2026 (T+90)
8,189 shares@ US$21.970.044% mcap0.8% of flowCommon StockSEC:0000897069-26-001700:1
Canonical exit: 16 Nov 2026 (T+90)
6,800 shares@ US$21.910.036% mcap44.1% of flowCommon StockSEC:0000897069-26-001606:0
Canonical exit: 5 Nov 2026 (T+90)
4,671 shares@ US$21.410.020% mcap54.4% of flowCommon StockSEC:0001921511-26-000001:0
4,671 shares@ US$21.410.020% mcap100.0% of flowCommon StockSEC:0002015180-26-000001:0
4,671 shares@ US$21.410.020% mcap18.5% of flowCommon StockSEC:0001171042-26-000001:0
4,671 shares@ US$21.410.020% mcap24.2% of flowCommon StockSEC:0001058795-26-000005:0
4,671 shares@ US$21.410.020% mcap32.4% of flowCommon StockSEC:0001776498-26-000001:0
478,468 shares@ US$20.9045.5% of flowCommon StockSEC:0001190089-26-000007:0
Canonical exit: 21 Jun 2026 (T+90)
418 shares0Common StockSEC:0001719139-26-000003:0
548 shares0Common StockSEC:0001664232-26-000003:0
276 shares0Common StockSEC:0001316513-26-000003:0
548 shares0Common StockSEC:0001195856-26-000004:0
48,721 shares0Common StockSEC:0001190089-26-000006:0
97,442 shares0Common StockSEC:0001190089-26-000005:0
48,721 shares0Common StockSEC:0001785797-26-000005:0
97,442 shares0Common StockSEC:0001190089-26-000003:0
54,824 shares0Common StockSEC:0001190089-26-000002:0
54,824 shares0Common StockSEC:0001785797-26-000004:0
109,648 shares0Common StockSEC:0001190089-26-000001:0
6,580 shares0Common StockSEC:0001664232-26-000001:1
9,216 shares0Common StockSEC:0001664232-26-000001:2
9,216 shares0Common StockSEC:0001785797-26-000002:1
2,632 shares0Common StockSEC:0001195856-26-000001:1
3,072 shares0Common StockSEC:0001195856-26-000001:2
25 of 482 declarations
About FRP Holdings, Inc.
FRP HOLDINGS, INC. (ticker: FRPH) is a U.S.-listed real estate company traded on the NASDAQ in the United States. For French, Belgian, and Swiss investors, it represents a small-cap, asset-heavy, hybrid real estate platform combining property ownership, development, and mining royalty income. The company is headquartered in Jacksonville, Florida, and its filings indicate a core operating footprint across the Mid-Atlantic and the southeastern United States. ([sec.gov](https://www.sec.gov/Archives/edgar/data/844059/000084405925000013/frph2024ar.pdf))
FRP Holdings was incorporated on April 22, 2014 in connection with a corporate reorganization that preceded the spin-off of Patriot Transportation Holding, but the business lineage is older, with a predecessor issuer formed in 1988. That history matters because FRPH is not a newly created developer; it is a real estate platform that evolved out of a broader legacy structure and now focuses on recurring rental income, land-related royalty streams, and selective development. ([sec.gov](https://www.sec.gov/Archives/edgar/data/844059/000084405925000009/frph-20241231.htm))
Read moreShow less
The company operates through four main segments. Industrial and Commercial owns and manages industrial and commercial properties. Mining Royalty Lands owns land leased to mining operators and earns royalty revenue. Development handles land acquisition, entitlement, development, and construction, primarily for apartments, retail, warehouse, and office uses. Multifamily covers the management of residential and mixed-use properties held through joint ventures. This structure gives FRPH exposure to several value drivers: contractual rents, land appreciation, development gains, and royalty-linked cash flow. ([sec.gov](https://www.sec.gov/Archives/edgar/data/844059/000084405926000058/frph-20260512xexx99.htm))
From a competitive standpoint, FRP Holdings sits between a regional property owner and an opportunistic developer. It is much smaller than the large U.S. REITs, but that scale can be an advantage in niche markets where local execution, land control, and project timing matter. Recent company commentary suggests a strategic emphasis on re-leasing industrial assets, expanding the development pipeline, and supporting logistics-related projects, while also managing pressure in certain multifamily markets. ([sec.gov](https://www.sec.gov/Archives/edgar/data/844059/000084405926000058/frph-20260512xexx99.htm))
Recent highlights are mostly tied to first-quarter 2026 results. FRPH reported stronger mining royalty volume and pricing, but also softer occupancy in its multifamily and industrial portfolios, particularly in the Washington DC area and Maryland, where re-leasing efforts are underway. Management also pointed to elevated G&A expenses related to the Altman acquisition integration and to active industrial development projects. For investors, FRPH remains a specialized real estate story with a balance of recurring income and development upside, but also meaningful sensitivity to occupancy trends, execution risk, and financing conditions. ([sec.gov](https://www.sec.gov/Archives/edgar/data/844059/000084405926000058/frph-20260512xexx99.htm))
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