Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRP HOLDINGS, INC.FRPH · Entity 5599 | Director | May 14, 2026 | May 15, 2026 |
| REGENCY CENTERS CORPREG · Entity 3380 | Director · Executive Chairman | May 04, 2026 | May 06, 2026 |
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 May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 146,720 |
Reported balance
After 2026-05-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-14 · Grant · Acquired 4,671 · Balance 146,720 F2: The reporting person was awarded shares pursuant to the Company's director compensation arrangements. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 241,800 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 241,800 F1: The Regency Group II, a Florida general partnership of which the reporting person owns a 16.175% partnership interest, owns 241,800 shares of the Company. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The Regency Group II, a Florida general partnership of which the reporting person owns a 16.175% partnership interest, owns 241,800 shares of the Company. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein.
F2: The reporting person was awarded shares pursuant to the Company's director compensation arrangements.
REGENCY CENTERS CORP
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCorporation | 0 |
Reported balance
After 2026-05-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-04 · Sale · Disposed 110,263 · Balance 0 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.19 to $78.63, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. F2: By The Regency Group, Inc., a corporation, which is controlled by the Reporting Person and members of his family. |
| Common StockSEC Table I · non-derivative | IndirectGeneral Partnership | 0 |
Reported balance
After 2026-05-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-04 · Sale · Disposed 157,892 · Balance 0 F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.175 to $78.69, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. F4: By the Regency Group II, a general partnership, of which the Reporting Person is a general partner. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 0 |
Reported balance
After 2026-05-04 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-05-04 · Sale · Disposed 6,460 · Balance 0 F5: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.45 to $78.605, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. F6: By the Joan Wellhouse Newton Irrevocable Trust, of which the Reporting Person is the co-trustee and a beneficiary. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 4,000 |
Reported balance
Holding disclosure · report date 2026-05-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,000 F7: By the Wellhouse Trust, of which the Reporting Person is a beneficiary. |
| Common StockSEC Table I · non-derivative | Direct | 316,680 |
Reported balance
Holding disclosure · report date 2026-05-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 316,680 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.19 to $78.63, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
F2: By The Regency Group, Inc., a corporation, which is controlled by the Reporting Person and members of his family.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.175 to $78.69, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
F4: By the Regency Group II, a general partnership, of which the Reporting Person is a general partner.
F5: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.45 to $78.605, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
F6: By the Joan Wellhouse Newton Irrevocable Trust, of which the Reporting Person is the co-trustee and a beneficiary.
F7: By the Wellhouse Trust, of which the Reporting Person is a beneficiary.
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 |
|---|---|---|---|---|---|---|
| February 09, 2017 Filed Feb 22, 2017 21:51 UTC Amendment | REGENCY CENTERS CORP REG · Entity 3380 | Exercise / conversionCommon Stock | 108,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-008654 · doc1.xml · nonDerivative · entry 1 STEIN MARTIN E JR · CIK 0001171042 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,981 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The previous filing understated the number of shares from vesting of dividend equivalent units. F2 · price: Vesting of performance shares. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 18:25 UTC | FRP HOLDINGS, INC. FRPH · Entity 5599 | GrantCommon Stock | 2,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001474506-17-000022 · primary_doc.xml · nonDerivative · entry 1 STEIN MARTIN E JR · CIK 0001171042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,665 Read SEC document |
| December 27, 2016 Filed Dec 27, 2016 22:40 UTC | REGENCY CENTERS CORP REG · Entity 3380 | GiftCommon Stock | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-090835 · doc1.xml · nonDerivative · entry 1 STEIN MARTIN E JR · CIK 0001171042 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,025 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.