JOE SEC Filing News — The St. Joe Company

Latest SEC filings for The St. Joe Company (JOE) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-07-29.

The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment engages in the development of communities into homesites for sale to homebuilders and on a limited basis to retail customers. This segment primarily sells developed homesites, completed homes, parcels of entitled or undeveloped land or homesite…
Sector: Real Estate Industry: Real Estate - Diversified Market Cap: $3.9B CIK: 745308
20
Total Filings
0
Bullish Classifications
8
Bearish Classifications
11
Insider Transactions
5
Material Events (8-K)
2
Periodic Reports
Rule-based classifications for JOE currently lean bearish. Of the 20 filing records displayed, 8 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
JOE Filing Activity Snapshot 2026-03-04 — 2026-07-29
Insider Transactions (Form 4)
0 buys vs 8 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$24.84M
BERKOWITZ BRUCE R (10% Owner) · 2026-05-07
377,800 shares · Form 4
Form 144 Notices
2
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 11 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 11 filings in this group are Form 4s for The St. Joe Company.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 11 insider filings shown, the breakdown is 8 open-market sale and 3 compensation award. 8 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×8
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Compensation award ×3
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Form 4 Open-market sale Insider Selling 2026-06-23

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 140,400 shares (~$9.23M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 140,400 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 140,400 $65.71 $9.23M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 140,400 Est. Value: $9.23M
Form 4 Open-market sale Insider Selling 2026-06-16

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 184,700 shares (~$12.08M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 184,700 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 63,800 $65.25 $4.16M
S Open-market sale 94,200 $65.59 $6.18M
S Open-market sale 26,700 $65.03 $1.74M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 184,700 Est. Value: $12.08M
Form 4 Open-market sale Insider Selling 2026-06-11

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 59,700 shares (~$3.89M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 59,700 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 30,500 $65.10 $1.99M
S Open-market sale 29,200 $65.13 $1.90M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 59,700 Est. Value: $3.89M
Form 4 Open-market sale Insider Selling 2026-06-08

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 121,700 shares (~$7.93M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 121,700 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 59,100 $65.09 $3.85M
S Open-market sale 33,600 $65.18 $2.19M
S Open-market sale 29,000 $65.12 $1.89M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 121,700 Est. Value: $7.93M
Form 4 Open-market sale Insider Selling 2026-05-12

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 115,700 shares (~$7.63M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 115,700 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 86,500 $66.09 $5.72M
S Open-market sale 29,200 $65.49 $1.91M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 115,700 Est. Value: $7.63M
Form 4 Open-market sale Insider Selling 2026-05-07

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 377,800 shares (~$24.84M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 377,800 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 189,200 $65.78 $12.45M
S Open-market sale 163,600 $65.78 $10.76M
S Open-market sale 25,000 $65.33 $1.63M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 377,800 Est. Value: $24.84M
Form 4 Open-market sale Insider Selling 2026-03-19

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 21,100 shares (~$1.52M)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 21,100 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 21,100 $72.22 $1.52M
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 21,100 Est. Value: $1.52M
Form 4 Open-market sale Insider Selling 2026-03-06

JOE insider BERKOWITZ BRUCE R (10% Owner) sold 1,400 shares (~$102.9K)

BERKOWITZ BRUCE R, listed as 10% Owner at ST JOE Co, reported an open-market sale of 1,400 JOE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 1,400 $73.50 $102.9K
Filing: Form 4 (Insider Transaction) Insider: BERKOWITZ BRUCE R (10% Owner) Shares: 1,400 Est. Value: $102.9K
Form 4 Compensation award Tax / Compensation Filing 2026-03-04

JOE insider Form 4 filed for equity award, exercise, or tax withholding

Gonzalez Jorge Luis (Director, President, CEO and Chairman) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 11,126 — —
Filing: Form 4 (Insider Transaction) Insider: Gonzalez Jorge Luis (Director, President, CEO and Chairman) Shares: 11,126
Form 4 Compensation award Tax / Compensation Filing 2026-03-04

JOE insider Form 4 filed for equity award, exercise, or tax withholding

WALTERS Elizabeth J (SVP, Chief Legal Officer & Sec) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 3,075 — —
Filing: Form 4 (Insider Transaction) Insider: WALTERS Elizabeth J (SVP, Chief Legal Officer & Sec) Shares: 3,075
Form 4 Compensation award Tax / Compensation Filing 2026-03-04

JOE insider Form 4 filed for equity award, exercise, or tax withholding

Bakun Marek (EVP & Chief Financial Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 3,702 — —
Filing: Form 4 (Insider Transaction) Insider: Bakun Marek (EVP & Chief Financial Officer) Shares: 3,702
Proposed Insider Sales 2 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. The St. Joe Company has 2 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-05-07

JOE Form 144 filed for proposed insider sale

An insider at ST JOE Co filed a Form 144 notifying the SEC of an intent to sell shares. Form 144 is a proposed sale notice rather than confirmation that a sale already happened.

Filing: Form 144 (Proposed Sale Notice)
Form 144 Proposed Insider Sale 2026-03-10

JOE Form 144 filed for proposed insider sale

An insider at ST JOE Co filed a Form 144 notifying the SEC of an intent to sell shares. Form 144 is a proposed sale notice rather than confirmation that a sale already happened.

Filing: Form 144 (Proposed Sale Notice)
Material Events 5 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 5 in this period for The St. Joe Company. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-07-29

JOE filed 8-K — material company event

ST JOE Co filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-05-14

JOE filed 8-K — material company event

ST JOE Co filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-05-12

JOE filed 8-K — material company event

ST JOE Co filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-05-04

JOE filed 8-K — material company event

ST JOE Co filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-04-29

JOE filed 8-K — material company event

ST JOE Co filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Periodic Reports 2 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 2 quarterly reports (10-Q) for The St. Joe Company.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-07-29

JOE filed Quarterly Report (10-Q)

ST JOE Co filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
Form 10-Q Quarterly Report 2026-04-29

JOE filed Quarterly Report (10-Q)

ST JOE Co filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

How we classify The St. Joe Company's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on JOE. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — JOE SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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