Director John D Baker II purchased 478,468 shares of FRPH at $20.90 for $9,999,981.20 on 2026-03-23, raising stake to 3.05M shares (+18.6%).
Director Baker's $10.0M purchase represents a substantial 18.6% increase in his ownership stake at FRPH, a meaningful capital deployment. His prior trading history at this ticker shows 3 of 5 buys were well-timed on a 90-day basis, and his two most recent purchases (November 2025) each returned slightly positive over 90 days (+0.1% and +1.2%), though the stock has now declined 28.4% from its 52-week high and 13.3% over the past 30 days. The company's fundamentals show tight margins—annual revenue growth of +0.6% with a P/E of 86.33—making the timing and conviction behind a $10.0M accumulation noteworthy, though the subsequent 30-day price action diverges from the modest gains Baker achieved in his recent prior purchases.
Director Baker bought 854 FRPH shares at $23.85 on 2025-11-13; stock down 24.4% from 52-week high; cluster pattern with 2 other insiders buying within 14 days.
Director John D Baker II purchased 854 shares of FRP Holdings at $23.85, expanding his position to 199,879 shares, amid a broader cluster buy pattern with 2 other insiders trading within the past 14 days. The stock is currently down 24.4% from its 52-week high of $32.48 and has declined 1.5% over 30 days and 5.0% over 90 days. Notably, Baker's prior same-ticker transactions in May 2023 (three purchases) all resulted in significant 90-day losses (−45.9%, −48.1%, −47.5%), with a 0% win rate at the 90-day mark for those measurable outcomes. While the recent cluster activity suggests coordinated conviction, the company's elevated P/E of 102.29, modest annual revenue growth of +0.6%, and Baker's own poor timing track record at this ticker warrant investor attention.
Director John D Baker II bought 7,175 shares of FRPH at $23.85 on 2025-11-12 ($171.1K). Stock down 26.1% from 52-week high; prior FRPH buys underperformed.
Director Baker purchased 7,175 shares at $23.85, increasing his holdings to 199,025 shares. The purchase occurs while FRPH trades 26.1% below its 52-week high of $32.48, and comes as part of a cluster of insider buying activity—2 other insiders also acquired shares within the past 14 days. However, Baker's prior transaction history at FRPH raises caution: his 5 previous trades at this ticker (May 2023 and November 2025) show a 0% success rate when measured at the 90-day mark, with his three measured 2023 buys declining 45.8% to 47.8% over 90 days. The company's fundamentals remain modest: quarterly revenue of $10.8M, net income of $662.0K, and minimal annual growth of 0.6%, while the stock's P/E of 99.96 is elevated. The current price of $23.99 has already declined 2.8% in 30 days and 7.2% in 90 days, consistent with the broader downward trajectory.
Director Baker bought 334 FRPH shares at $23.50; prior same-ticker buys all underwater, 0 of 3 well-timed at 90 days.
Director John D Baker II purchased 334 shares at $23.50 on 2025-11-10, a modest addition increasing his stake by 0.2% to 191.8K shares. His prior three purchases at FRPH (May 2023) all declined sharply, with 90-day returns of -45.9%, -45.8%, and -47.8%; none were well-timed, meaning the stock fell further after each buy. His cross-ticker track record shows an average 90-day return of -9.5% and a 90d win rate of 63.64%. The stock is currently down 26.5% from its 52-week high and down 8.2% over 90 days. A cluster of 2 other insiders also bought within the past 14 days, though the company's fundamentals remain subdued—P/E of 99.46 and annual revenue growth of just +0.6%.
