Recent 8-K filings for FRPH

• May 15, 2026, 10:46 AM ET other material materiality 0.30 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  FRP Holdings appoints Forvis Mazars as independent auditor, dismisses Baker Tilly

  Audit Committee selected Forvis Mazars as independent auditor for FY2026 after competitive process.

• May 13, 2026, 10:15 AM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  FRP Holdings reports shareholder meeting results; all directors elected, equity plan approved

  All nine director nominees elected with at least 12.5M votes for each; John D. Baker III received highest "for" votes at 12.89M.

• May 12, 2026, 4:45 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  FRP Holdings Q1 net loss $0.7M vs income $1.7M; occupancy pressure continues

  Net loss of $0.7M ($0.04/share) versus net income of $1.7M ($0.09/share) in Q1 2025.

• April 10, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  FRP Holdings Q4 net income down 77% to $380K; full year down 48% on acquisition costs

  Q4 net income $380K ($0.02/sh) vs $1.68M ($0.09/sh) prior year; includes $512K of Altman acquisition expenses.

• November 5, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  FRP Holdings Q3 net income down 51%; Altman acquisition adds $1.3M expense

  Net income $662K ($0.03 EPS) vs $1.36M ($0.07 EPS) in Q3 2024, hit by $1.3M Altman acquisition costs.

• October 21, 2025, 7:59 PM ET M&A materiality 0.80 positive item 7.01item 9.01

  FRPH acquires Altman Logistics for $33.5M, gaining industrial pipeline and team

  Purchase price $33.5M; net cash outlay $23.6M after $10M reimbursement for assigned bank account.

• August 6, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  FRP Holdings reports 72% decline in Q2 net income due to legal costs and lower interest income

  Net income fell 72% to $0.6 million from $2.0 million, impacted by $712,000 in legal expenses for a potential investment evaluation

• May 22, 2025, 7:59 PM ET other materiality 0.20 neutral item 7.01item 9.01

  FRP Holdings holds Investor Day on May 22, 2025; no material updates disclosed in filing

  FRPH hosted an Investor Day presentation on May 22, 2025, available via webcast and replay.

• May 12, 2025, 7:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01

  FRP Holdings Q1 net income up 31% to $1.7M; management cautions on near-term headwinds

  Net income $1.71M ($0.09/share) vs $1.30M ($0.07) in Q1 2024; pro rata NOI up 10% to $9.36M.

• May 12, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  FRP Holdings shareholders re-elect all nine director nominees, ratify auditor, approve say-on-pay

  Annual meeting held May 12, 2025; 15,815,572 of 19,087,334 shares voted.

• May 5, 2025, 7:59 PM ET other material materiality 0.20 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  FRP Holdings replaces auditor Hancock Askew with Baker Tilly after combination

  Hancock Askew resigned May 1, 2025 due to combining its practice with Baker Tilly.

• April 17, 2025, 7:59 PM ET other material materiality 0.25 neutral item 8.01item 9.01

  FRP Holdings 2025 annual meeting to be held virtually on May 12

  Virtual-only format; access via www.frpdev.com under investors section.

• March 5, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  FRP Holdings Q4 net income down 41.7% YoY to $1.68M; full-year net income up 20.4% to $6.39M

  Q4 2024 net income $1.68M ($0.09/sh) vs $2.88M ($0.15/sh) in Q4 2023, down 41.7%.

• January 3, 2025, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 ◈ executive_change ×2

  David H. deVilliers III appointed President of FRP Holdings, effective Jan 1, 2025

  David H. deVilliers, Jr. resigned as President but remains Vice Chairman and Advisor to the President & COO.

• November 6, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  FRP Holdings Q3 net income +8.1% to $1.36M; pro rata NOI +39% to $11.3M

  Q3 net income $1.36M (+8.1%); EPS $0.07 flat YoY. Nine-month net income $4.71M (+94%).

• August 7, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  FRP Holdings Q2 net income surges 242% to $2.0M; pro rata NOI up 21% to $9.2M

  Net income $2.0M ($0.11/share) vs $598K ($0.03) YoY; EPS up 267%.

• May 14, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×3

  FRP Holdings shareholders elect all 8 director nominees at 2024 annual meeting

  All 8 director nominees elected with between 6.39M and 6.59M votes for, broker non-votes of 1.20M.

• May 14, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 ◈ executive_change ×6

  FRP Holdings appoints John D. Baker III as CEO, Matthew C. McNulty as CFO; CEO Baker II retires but remains Chairman

  John D. Baker II retired as CEO effective May 8, 2024, remains Chairman; son John D. Baker III (age 39, former CFO) appointed CEO and director.

• May 9, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  FRPH Q1 net income up 130% to $1.3M; new CEO, COO, CFO appointed

  Net income $1.3M ($0.07 EPS) vs $565K ($0.03) YoY; 2-for-1 stock split adjusted.

• April 29, 2024, 7:59 PM ET other materiality 0.05 neutral item 8.01item 9.01

  FRP Holdings shifts 2024 annual meeting to virtual-only format

  Annual meeting on May 8, 2024 at 11:00 AM EST will be held virtually via Zoom.

• March 12, 2024, 7:59 PM ET other material materiality 0.60 positive item 5.02item 8.01 ◈ executive_change ×2

  FRP Holdings expands board, elects two directors; approves 2-for-1 stock split

  Board expanded by one seat; David H. deVilliers Jr. (President) and Matthew S. McAfee elected to fill vacancies, including that of deceased director Charles E. Commander.

• March 6, 2024, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  FRPH reports Q4 net income $0.30/share; announces 2-for-1 forward stock split

  Q4 net income $2.88M ($0.30/sh), up from $2.76M ($0.29/sh) in Q4 2022; FY 2023 net income $5.30M ($0.56/sh) vs $4.57M ($0.48/sh).

• November 8, 2023, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  FRP Holdings Q3 net income up 162% to $1.26M; mining royalties +24.7%

  Q3 net income $1.26M ($0.13/sh) vs $0.48M ($0.05/sh) a year ago; operating profit up $1.05M.

• August 10, 2023, 7:59 PM ET earnings materiality 0.55 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  FRP Holdings Q2: net income $0.06/sh; pro-rata NOI up 16.3%; mining royalties record

  Net income $598K ($0.06) vs $657K ($0.07) YoY; operating profit +$701K on improved revenues.

• May 15, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×4

  FRP Holdings shareholders elect 7 directors, ratify auditor, approve say-on-pay at 2023 annual meeting

  All seven director nominees elected: each received over 6M votes for; broker non-votes 1,215,768.

• May 11, 2023, 7:59 PM ET earnings materiality 0.50 neutral item 2.02item 9.01 ◈ Earnings Releases

  FRP Holdings Q1 net income $0.06/share vs $0.07; pro-rata NOI up 34.9%

  Q1 net income of $565K ($0.06 EPS) vs $672K ($0.07) prior year; operating profit increased $1.49M.

• April 25, 2023, 7:59 PM ET other materiality 0.10 neutral item 8.01item 9.01

  FRP Holdings to hold 2023 annual meeting virtually via Zoom on May 10

  The 2023 Annual Meeting will be held virtually on May 10, 2023 at 11:00 AM ET via Zoom.

• March 8, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  FRP Holdings Q4 net income $2.76M ($0.29/share) vs loss a year ago; forms $326.5M DC partnership

  Q4 net income $2.76M ($0.29/share) vs loss of $0.59M (-$0.06) in Q4 2021.

• December 9, 2022, 6:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

  H.W. Shad III retires from FRP Holdings board after 18 years; board reduced to seven

  H.W. Shad III retired from the board effective December 7, 2022, following 18 years of service.

• November 10, 2022, 6:59 PM ET M&A materiality 0.70 positive item 8.01

  FRP Holdings partners with Steuart for up to 10 D.C. projects; SIC buys 20% of Dock 79, The Maren

  SIC acquired 20% TIC interest in Dock 79 for $15.186M cash plus $18.414M assumed debt.

• November 9, 2022, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  FRP Holdings Q3 2022 net income $480k ($0.05 EPS); pro-rata NOI up 41.6% YoY

  Net income $480k vs $352k YoY; EPS $0.05 vs $0.04; nine-month net income $1.81M vs $28.8M (prior year included $51.1M gain on remeasurement).

• August 11, 2022, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  FRP Holdings Q2 net income rises to $0.07 per share; asset management revenue up 55% YoY

  Q2 2022 net income $657K ($0.07 EPS) vs $82K ($0.01 EPS) in Q2 2021.

• May 16, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.07

  FRP Holdings annual meeting elects all director nominees, ratifies auditor

  Shareholders elected all 8 director nominees; each received at least 6.8M votes for, with broker non-votes of ~1.35M.

• May 12, 2022, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  FRP Holdings Q1 net income $672K, mining royalty record; founder dies

  Net income $672K ($0.07/diluted) vs $28.4M ($3.03) in prior year which included $51.1M gain on remeasurement.

• April 7, 2022, 7:59 PM ET M&A materiality 0.70 positive item 7.01

  FRP Holdings acquires mining royalty property in Astatula, FL for $11.6M

  Purchased 1,549-acre property adjacent to existing site in Astatula, FL for $11.6 million.

• March 31, 2022, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change ×2

  FRP Holdings elects Nicole Thomas and John Surface to board, expanding size by two seats

  Board expanded by two seats; Thomas and Surface appointed effective April 1, 2022.

• March 3, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  FRP Holdings reports FY 2021 net income $28.2M ($3.00/sh), NOI +22%; Q4 net loss $592K

  FY 2021 net income $28.2M ($3.00 diluted EPS) vs $12.7M ($1.32) last year.

• November 3, 2021, 7:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01

  FRP Holdings Q3 net income falls to $0.04/share from $0.57, hit by prior-year property sales

  Net income $352K ($0.04 diluted EPS) vs $5.455M ($0.57) in Q3 2020; revenue down on property sales and bond maturities.

• August 6, 2021, 7:59 PM ET other material materiality 0.20 neutral item 7.01item 9.01

  FRP Holdings announces Investor Day on September 15, 2021 in Washington D.C.

  Investor Day scheduled for Sept 15, 2021 at 9:00 AM EDT in Washington D.C., with executive presentations and Q&A.

• August 3, 2021, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  FRP Holdings Q2 net income drops to $82K ($0.01/sh) from $4.1M; mining royalty revenue hits record

  Q2 net income attributable $82K vs $4.1M YoY; EPS $0.01 vs $0.43; six-month net income $28.5M includes $51.1M Maren remeasurement gain.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.60 · Most common event earnings

13 positive 5 negative 22 neutral

source · FRPH on sec.gov