Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRP HOLDINGS, INC.FRPH · Entity 5599 | Director · 10% owner | August 17, 2026 | August 18, 2026 |
| WELLS FARGO & COMPANY/MNWFC · Entity 2824 | Director | April 01, 2020 | April 03, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FRP HOLDINGS, INC.
Report date August 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 3,059,389 |
Last balance in matching sequence
After 2026-08-18 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-17 · Purchase · Acquired 957 · Balance 3,051,200 F1: The price reported in Column 4 is a weighted average price. The actual purchase prices for these transactions ranged from $21.85 to $22.00. The reporting person will provide the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range. F2: Shares are held by the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965, for which the Reporting Person serves as co-trustee, and of which the Reporting Person is the sole income beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Row 2 · 2026-08-18 · Purchase · Acquired 8,189 · Balance 3,059,389 F3: The price reported in Column 4 is a weighted average price. The actual purchase prices for these transactions ranged from $21.88 to $22.00. The reporting person will provide the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range. F2: Shares are held by the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965, for which the Reporting Person serves as co-trustee, and of which the Reporting Person is the sole income beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Living Trust | 278,040 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 278,040 |
| Common StockSEC Table I · non-derivative | IndirectHeld in Wife's Living Trust | 7,578 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,578 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The actual purchase prices for these transactions ranged from $21.85 to $22.00. The reporting person will provide the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range.
F2: Shares are held by the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965, for which the Reporting Person serves as co-trustee, and of which the Reporting Person is the sole income beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.
F3: The price reported in Column 4 is a weighted average price. The actual purchase prices for these transactions ranged from $21.88 to $22.00. The reporting person will provide the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares purchased at each separate price within the range.
WELLS FARGO & COMPANY/MN
Report date April 01, 2020 · Filed April 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 109,661.765 |
Reported balance
After 2020-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-04-01 · Grant · Acquired 1,765.7761 · Balance 109,661.765 F2: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock. F3: Deferred compensation shares payable in installments based upon director's election. |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | Direct | 55,102 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 55,102 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Clb Trust | 4,100 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,100 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Crusher Run Crut | 1,175 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,175 |
| Common Stock, $1 2/3 Par ValueSEC Table I · non-derivative | IndirectBy Spouse | 25 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 25 F1: Reporting person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting person disclaims beneficial ownership of these shares.
F2: Each phantom stock unit represents the right to receive one share of Wells Fargo & Company common stock.
F3: Deferred compensation shares payable in installments based upon director's election.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PATRIOT TRANSPORTATION HOLDING, INC.
Report date December 21, 2023 · Filed December 21, 2023
Section 16 reporting ended · disclosed 2023-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-12-21 transaction · row 1
1 source rowRow 1 · 2023-12-21 · Disposition to issuer · Disposed 4,000 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, each share of common stock was converted into the right to receive $16.26 per share in cash (the "Merger Consideration"). Each outstanding stock option was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying such stock option and (ii) the excess of the (x) Merger Consideration over the (y) per-share exercise price of the stock option. Each outstanding SAR was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying each such SAR and (ii) the excess, if any, of (x) the Merger Consideration over (y) the per-share SAR Price. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Living Trust | 0 |
Reported balance
After 2023-12-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-12-21 · Disposition to issuer · Disposed 167,848 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, each share of common stock was converted into the right to receive $16.26 per share in cash (the "Merger Consideration"). Each outstanding stock option was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying such stock option and (ii) the excess of the (x) Merger Consideration over the (y) per-share exercise price of the stock option. Each outstanding SAR was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying each such SAR and (ii) the excess, if any, of (x) the Merger Consideration over (y) the per-share SAR Price. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Wife's Living Trust | 0 |
Reported balance
After 2023-12-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-12-21 · Disposition to issuer · Disposed 1,263 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, each share of common stock was converted into the right to receive $16.26 per share in cash (the "Merger Consideration"). Each outstanding stock option was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying such stock option and (ii) the excess of the (x) Merger Consideration over the (y) per-share exercise price of the stock option. Each outstanding SAR was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying each such SAR and (ii) the excess, if any, of (x) the Merger Consideration over (y) the per-share SAR Price. F2: The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectHeld in IRA | 0 |
Reported balance
After 2023-12-21 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2023-12-21 · Disposition to issuer · Disposed 3,341 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, each share of common stock was converted into the right to receive $16.26 per share in cash (the "Merger Consideration"). Each outstanding stock option was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying such stock option and (ii) the excess of the (x) Merger Consideration over the (y) per-share exercise price of the stock option. Each outstanding SAR was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying each such SAR and (ii) the excess, if any, of (x) the Merger Consideration over (y) the per-share SAR Price. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 0 |
Reported balance
After 2023-12-21 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2023-12-21 · Disposition to issuer · Disposed 371,158 · Balance 0 F1: Pursuant to an Agreement and Plan of Merger, each share of common stock was converted into the right to receive $16.26 per share in cash (the "Merger Consideration"). Each outstanding stock option was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying such stock option and (ii) the excess of the (x) Merger Consideration over the (y) per-share exercise price of the stock option. Each outstanding SAR was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying each such SAR and (ii) the excess, if any, of (x) the Merger Consideration over (y) the per-share SAR Price. F3: Shares are held by the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965, for which the Reporting Person serves as co-trustee, and of which the Reporting Person is the sole income beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to an Agreement and Plan of Merger, each share of common stock was converted into the right to receive $16.26 per share in cash (the "Merger Consideration"). Each outstanding stock option was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying such stock option and (ii) the excess of the (x) Merger Consideration over the (y) per-share exercise price of the stock option. Each outstanding SAR was cancelled in exchange for the right to receive a cash payment of an amount equal to the product of (i) the total number of shares of common stock underlying each such SAR and (ii) the excess, if any, of (x) the Merger Consideration over (y) the per-share SAR Price.
F2: The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.
F3: Shares are held by the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965, for which the Reporting Person serves as co-trustee, and of which the Reporting Person is the sole income beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 28, 2009 Filed Feb 16, 2010 18:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 300 | $15.73 | $4,719.00 |
DisclosureSEC source: 0001127602-10-004803 · form5.xml · nonDerivative · entry 3 BAKER JOHN D II · CIK 0001190089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Crusher Run Crut Disclosed balance after: 2,475 Read SEC document |
| January 28, 2009 Filed Feb 16, 2010 18:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 644 | $15.08 | $9,711.52 |
DisclosureSEC source: 0001127602-10-004803 · form5.xml · nonDerivative · entry 2 BAKER JOHN D II · CIK 0001190089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Clb Trust Disclosed balance after: 775 Read SEC document |
| January 28, 2009 Filed Feb 16, 2010 18:26 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | SaleCommon Stock, $1 2/3 Par Value | 900 | $15.73 | $14,157.00 |
DisclosureSEC source: 0001127602-10-004803 · form5.xml · nonDerivative · entry 1 BAKER JOHN D II · CIK 0001190089 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Baker Holdings Disclosed balance after: 5,635 Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 22:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantDirector Stock Purchase Option · Derivative | 2,670 | $0.00 Strike: $30.00 | $0.00 |
DisclosureSEC source: 0001193833-09-000010 · edgar.xml · derivative · entry 9 BAKER JOHN D II · CIK 0001190089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,670 Underlying: Common Stock, $1 2/3 par value · 2,670 shares Expires 2019-01-02 Read SEC document |
| January 02, 2009 Filed Jan 6, 2009 22:16 UTC | WELLS FARGO & COMPANY/MN WFC · Entity 2824 | GrantCommon Stock, $1 2/3 par value | 778 | $30.00 | $23,340.00 |
DisclosureSEC source: 0001193833-09-000010 · edgar.xml · nonDerivative · entry 1 BAKER JOHN D II · CIK 0001190089 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,359 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.