BAKER JOHN D II 4

What Happened John D. Baker II, a reported 10% owner of FRP Holdings (FRPH), disclosed a gift (code G) of 109,648 shares on January 27, 2026. The shares were transferred at $0.00 per share (aggregate value reported $0). The Form 4 was filed January 29, 2026.

Key Details

• Transaction date: 2026-01-27; Form 4 filed: 2026-01-29 (appears timely).
• Transaction type/code: Gift (G).
• Shares transferred: 109,648; price per share: $0.00; aggregate value: $0.
• Ownership after transaction: Not specified in the provided filing.
• Footnotes: (F1) shares were gifted to family members; (F2) shares are held in the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965 (he is co‑trustee and sole income beneficiary) and he disclaims beneficial ownership except to the extent of pecuniary interest.
• Insider status: Reported as a 10% owner (substantial holder), not necessarily an executive trading signal.

Context Gifts are reported dispositions but do not inherently indicate bullish or bearish views—such transfers are often for estate or family planning. Because these shares involve a trust and a disclaimer of beneficial ownership in the footnote, the ownership structure is complex; follow-up filings (Form 4s or Schedule 13D/G) can clarify any change in reported stake over time.