WAVEMAN · COMPANY

JOE · St Joe Co

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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JOE

Name: ST JOE Co (JOE) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

ST JOE Co

REAL ESTATE · LAND SUBDIVIDERS & DEVELOPERS (NO CEMETERIES) · CIK 0000745308

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$67.1M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

162

13F, latest reported quarter

REVENUE GROWTH

+27.4%

XBRL, annual

NET MARGIN

22.5%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$67.1M over 180 days

-$27.1M over 90 days · -$67.1M of it by a 10%+ holder

below 97% of Real Estate

CONGRESS

no member of Congress has reported trading it

FUNDS

162 funds added or opened last quarter

more than 81% of Real Estate

REVENUE

+27.4% year over year

more than 83% of Real Estate

MARGIN

22.5% net margin

more than 80% of Real Estate

BUYBACKS

$37.9M repurchased, FY to 2026-06-30

more than 57% of Real Estate

SHORT

1.7% of shares outstanding short · 4.5 days to cover · settled 2026-07-31

below 54% of Real Estate

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

162 funds added or opened positions in the latest 13F quarter, of 321 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +33.3%

+33.3%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $67.1M sold by insiders over 180 days, 162 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

FPH OPEN AXR FTHM FRPH CBRE COMP RMAX TPHS ZDPY AEI SKYH

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, ST JOE Co insiders sold a net $67.1M of stock across 119 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

BERKOWITZ BRUCE R

—

SELL

2026-06-18

140,400.0

$9.2M

BERKOWITZ BRUCE R

—

SELL

2026-06-16

26,700.0

$1.7M

BERKOWITZ BRUCE R

—

SELL

2026-06-15

94,200.0

$6.2M

BERKOWITZ BRUCE R

—

SELL

2026-06-12

63,800.0

$4.2M

BERKOWITZ BRUCE R

—

SELL

2026-06-10

29,200.0

$1.9M

119 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 114 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

FAIRHOLME CAPITAL MANAGEMENT LLC

18,182,367.0 sh

$1.1B

BlackRock, Inc.

6,148,018.0 sh

$385.1M

VANGUARD PORTFOLIO MANAGEMENT LLC

3,922,394.0 sh

$245.7M

VANGUARD CAPITAL MANAGEMENT LLC

1,800,077.0 sh

$112.7M

STATE STREET CORP

1,554,006.0 sh

$97.3M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

The Fairholme Fund

$1.2B POSITION · AS OF 2026-02-27

80.1%

Victory RS Investors Fund

$3.4M POSITION · AS OF 2026-03-31

4.8%

AVE MARIA VALUE FUND

$14.7M POSITION · AS OF 2026-03-31

2.8%

Victory RS Partners Fund

$15.9M POSITION · AS OF 2026-03-31

2.7%

LS OPPORTUNITY FUND

$1.8M POSITION · AS OF 2026-02-28

1.9%

AVE MARIA VALUE FOCUSED FUND

$2.0M POSITION · AS OF 2026-03-31

1.8%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Mr. Gonzalez

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs 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

$627.4K

+165%

+37%

2020

$1.2M

$563.9K

+115%

+10%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
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)	1.99	1.27	1.33	1.21
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	$3.4M	—	$20.0M
DIVIDENDS PAID	$33.6M	$30.3M	$25.7M	$23.5M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE