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JOE · St Joe Co
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JOE ST JOE (JOE) Insider Trading, Ownership & Congress Trades

Real Estate · Land subdividers & developers (no cemeteries) · CIK 0000745308
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
161
13F, latest reported quarter

What the filings say about JOE

Insiders, 180 days
-$65.6M net sold
2 sellers · 0% of sales under a 10b5-1 plan

ST JOE insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, ST JOE Co insiders sold a net $65.6M of stock across 119 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
BERKOWITZ BRUCE R
SELL
2026-06-23 SECtraded 2026-06-18
140,400
$9.2M
+1.1%
Context
  • 49 earlier Form 4 trades (code P or S) here by this insider (49 sales), the last on Jun 16, 2026.
  • The trade is 0.9% of the 15,073,624 shares held after it.
  • 1 other insider sold within 30 days.
  • 161 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKOWITZ BRUCE R sold about $9.2M of JOE on Jun 18, 2026; 1 other insider sold within 30 days and 161 funds added in the latest 13F quarter.
BERKOWITZ BRUCE R
SELL
2026-06-16 SEC
26,700
$1.7M
+6.4%
Context
  • 48 earlier Form 4 trades (code P or S) here by this insider (48 sales), the last on Jun 15, 2026.
  • The trade is 0.2% of the 15,214,024 shares held after it.
  • 1 other insider sold within 30 days.
  • 161 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKOWITZ BRUCE R sold about $1.7M of JOE on Jun 16, 2026; 1 other insider sold within 30 days and 161 funds added in the latest 13F quarter.
BERKOWITZ BRUCE R
SELL
2026-06-16 SECtraded 2026-06-15
94,200
$6.2M
+6.4%
Context
  • 47 earlier Form 4 trades (code P or S) here by this insider (47 sales), the last on Jun 12, 2026.
  • The trade is 0.6% of the 15,240,724 shares held after it.
  • 1 other insider sold within 30 days.
  • 161 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKOWITZ BRUCE R sold about $6.2M of JOE on Jun 15, 2026; 1 other insider sold within 30 days and 161 funds added in the latest 13F quarter.
BERKOWITZ BRUCE R
SELL
2026-06-16 SECtraded 2026-06-12
63,800
$4.2M
+6.4%
Context
  • 46 earlier Form 4 trades (code P or S) here by this insider (46 sales), the last on Jun 10, 2026.
  • The trade is 0.4% of the 15,334,924 shares held after it.
  • 1 other insider sold within 30 days.
  • 161 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKOWITZ BRUCE R sold about $4.2M of JOE on Jun 12, 2026; 1 other insider sold within 30 days and 161 funds added in the latest 13F quarter.
BERKOWITZ BRUCE R
SELL
2026-06-11 SECtraded 2026-06-10
29,200
$1.9M
+4.1%
Context
  • 45 earlier Form 4 trades (code P or S) here by this insider (45 sales), the last on Jun 9, 2026.
  • The trade is 0.2% of the 15,398,724 shares held after it.
  • 1 other insider sold within 30 days.
  • 161 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKOWITZ BRUCE R sold about $1.9M of JOE on Jun 10, 2026; 1 other insider sold within 30 days and 161 funds added in the latest 13F quarter.
119 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 114 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$65.6M over 180 days
-$65.6M of it by a 10%+ holder
below 98% of Real Estate
Congress
no House purchase disclosed in the last 12 months
Funds
161 funds bought in last quarter
more than 63% of Real Estate
Revenue
+27.4% year over year
more than 88% of Real Estate
Margin
22.5% net margin
more than 65% of Real Estate
Buybacks
$37.9M repurchased, FY to 2026-06-30
more than 65% of Real Estate
Short interest
1.9% of the float short (float per yahoo 2026-10-26) · 3.0 days to cover · settled 2026-09-30
below 73% of Real Estate
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 14 in the prior 90
Why it matters
The absence is the signal: 14 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch JOE

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+35.0%12M
-3%+13%+29%+45%2025-102025-122026-022026-042026-062026-082026-10 2026-05-05 · BERKOWITZ BRUCE R sold $12.4M2026-05-06 · BERKOWITZ BRUCE R sold $10.8M2026-06-18 · BERKOWITZ BRUCE R sold $9.2M2026-06-15 · BERKOWITZ BRUCE R sold $6.2M2026-01-15 · FAIRHOLME FUNDS INC sold $5.7M2026-05-08 · FAIRHOLME FUNDS INC sold $5.7M2026-06-12 · BERKOWITZ BRUCE R sold $4.2M2026-06-04 · FAIRHOLME FUNDS INC sold $3.8M2025-12-15 · BERKOWITZ BRUCE R sold $3.7M2026-06-05 · FAIRHOLME FUNDS INC sold $2.2M2026-06-09 · BERKOWITZ BRUCE R sold $2.0M2026-05-11 · FAIRHOLME FUNDS INC sold $1.9M2026-06-10 · BERKOWITZ BRUCE R sold $1.9M2026-06-08 · FAIRHOLME FUNDS INC sold $1.9M2026-06-16 · BERKOWITZ BRUCE R sold $1.7M2026-05-07 · BERKOWITZ BRUCE R sold $1.6M2026-03-17 · BERKOWITZ BRUCE R sold $1.5M2026-02-27 · BERKOWITZ BRUCE R sold $1.4M2026-01-16 · FAIRHOLME FUNDS INC sold $910.5K2026-03-02 · BERKOWITZ BRUCE R sold $813.6K2026-02-18 · FAIRHOLME FUNDS INC sold $791.1K2026-03-03 · BERKOWITZ BRUCE R sold $643.6K2025-12-16 · BERKOWITZ BRUCE R sold $422.8K2025-12-17 · BERKOWITZ BRUCE R sold $378.2K2026-02-19 · FAIRHOLME FUNDS INC sold $276.9K2026-03-04 · FAIRHOLME FUNDS INC sold $102.9K2026-02-20 · FAIRHOLME FUNDS INC sold $71.5K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns JOE: institutional holders (13F)

13F holdings, latest reported quarter
FAIRHOLME CAPITAL MANAGEMENT LLC
18,182,367 sh
$1.1B
BlackRock, Inc.
6,148,018 sh
$385.1M
VANGUARD PORTFOLIO MANAGEMENT LLC
3,922,394 sh
$245.7M
VANGUARD CAPITAL MANAGEMENT LLC
1,800,077 sh
$112.7M
STATE STREET CORP
1,554,006 sh
$97.3M

Congress trades in JOE

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

JOE planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

JOE mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
The Fairholme Fund
$991.4M position · as of 2026-05-29
76.8%
Victory RS Investors Fund
$3.4M position · as of 2026-06-30
4.8%
Victory RS Partners Fund
$15.7M position · as of 2026-06-30
2.3%
AVE MARIA VALUE FUND
$12.0M position · as of 2026-06-30
2.2%
AVE MARIA VALUE FOCUSED FUND
$2.0M position · as of 2026-06-30
1.6%
AMG River Road Mid Cap Value Fund
$5.0M position · as of 2026-07-31
1.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Gonzalez
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$1.8M
$2.1M
$873.5K
+212%
+29%
2022
$1.8M
$1.6M
$744.8K
+99%
+13%
2021
$1.4M
$1.4M
$627.4K
+165%
+37%
2020
$1.2M
$1.2M
$563.9K
+115%
+10%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $65.6M sold by insiders over 180 days, 161 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
EQIXBRTACRFPHIRMNYCSPGOPENMDVMDRRAATAXR

JOE financials

Revenue growth
+27.4%
XBRL, annual
Net margin
22.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$547.8M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+22.5%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$212.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.48x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.59x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+16.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+8.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+12.1%
operating income after a 25.4% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
31.72x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$4.1B
market value at close 2026-10-23 on 2026-07-27 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
+5.5%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
0.63x
P/E over trailing EPS growth of 50%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$513.2M$402.7M$389.3M$252.3M
Gross profit$221.0M$167.2M$153.3M$106.4M
Operating income$146.2M$95.6M$90.7M$61.5M
Net income$115.6M$74.2M$77.7M$70.9M
EPS (diluted)1.991.271.331.21
Operating cash flow$190.7M$108.0M$103.8M$48.2M
Cash$129.6M$88.8M$86.1M$37.7M
Long-term debt$391.2M$437.8M$453.6M$385.9M
Buybacks$40.3M$3.4Mn/a$20.0M
Dividends paid$33.6M$30.3M$25.7M$23.5M
SEC XBRL, fiscal years, as known on 2026-10-27

JOE Stock Sonar score 6/7 axes

Find similar shapesCompare

JOE ranks highest on profitability (89th percentile) and financial health (84th), and lowest on insider conviction (1st), among Real Estate peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
89
Inputs
  • Return on equity+16.4% · 91 pct, sector of 230
  • Return on assets+8.1% · 94 pct, sector of 255
  • Return on invested capital+12.1% · 81 pct, sector of 49
  • Return on capital employedassets or current liabilities not filed
Financial health
84
Inputs
  • Debt to equity0.48x · 76 pct, sector of 210
  • Cash flow to debt0.59x · 91 pct, sector of 215
Growth
69
Inputs
  • Revenue growth, YoY+27.4% · 88 pct, sector of 244
  • Backlog growth, YoY+5.6% · 51 pct, universe of 854
Insider conviction
1
Inputs
  • Net Form 4 buying (codes P and S), 180d-$65.6M · 2 pct, sector of 156
  • Insider buyers, 180d0 · 0 pct, sector of 158
Institutional and government
63
Inputs
  • Funds adding, latest quarter161 · 63 pct, sector of 171
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
62
Inputs
  • Short interest, % of float+1.9% · 81 pct, sector of 256
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+9.5% · 44 pct, sector of 212
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

JOE filings, in plain words

Are ST JOE insiders buying or selling JOE?

In the 180 days to 2026-10-27, ST JOE insiders were net sellers, a net $65.6M across purchases and sales reported on Form 4, by 2 sellers.

Read the full summary

In the 180 days to 2026-10-27, ST JOE insiders were net sellers of JOE, a net $65.6M across purchases and sales reported on Form 4 by 2 sellers. Most of that figure, $65.6M, came from a holder of 10% or more rather than an officer or director. None of the 14 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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