Every Form 4 that St. Joe Company (JOE) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow JOE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JOE filings page.
ST JOE Co reported an insider ownership update showing activity linked to The Fairholme Fund, a series of Fairholme Funds, Inc. The Fairholme Fund sold 140,400 shares of ST JOE common stock at $65.71 per share. After this sale, the fund continued to hold 15,073,624 common shares. A separate holding line shows Bruce R. Berkowitz directly owning 606,866 common shares. Footnotes explain the structure, noting that Berkowitz and Fairholme Capital Management may be deemed beneficial owners through their investment management role but disclaim beneficial ownership except to the extent of any pecuniary interest.
ST JOE Co insider filing shows The Fairholme Fund selling common stock in open-market transactions. On June 16, 2026, the fund sold 26,700 shares of common stock at $65.03 per share, following sales of 94,200 shares at $65.59 on June 15, 2026 and 63,800 shares at $65.25 on June 12, 2026.
After the most recent sale, 15,214,024 shares of ST JOE common stock were reported as held. The transactions were in securities held by The Fairholme Fund, a series of Fairholme Funds, Inc., and may be deemed beneficially owned by Bruce R. Berkowitz through Fairholme Capital Management, LLC, though they disclaim beneficial ownership beyond any pecuniary interest. A separate holding entry shows 606,866 shares directly owned by Mr. Berkowitz.
ST JOE Co insider entities associated with Bruce R. Berkowitz reported open-market sales of a combined 59,700 shares of Common Stock. One trade on June 9, 2026 covered 30,500 shares at $65.10 per share, and another on June 10, 2026 covered 29,200 shares at $65.13 per share.
The reported securities were held by The Fairholme Fund, a series of Fairholme Funds, Inc., which may be deemed beneficially owned by Fairholme Capital Management, LLC and Mr. Berkowitz. They disclaim beneficial ownership beyond any pecuniary interest. After these transactions, a reported position shows 15,398,724 shares, with a separate direct holding reported at 606,866 shares.
The Fairholme Fund, a series of Fairholme Funds, Inc. associated with ten percent owner Bruce R. Berkowitz, reported open-market sales of 121,700 shares of ST JOE Co common stock at prices between $65.09 and $65.18 per share. After these sales, the fund holds 15,458,424 shares of ST JOE Co.
The filing notes that Mr. Berkowitz and Fairholme Capital Management, LLC may be deemed to have beneficial ownership through their control relationships but disclaim beneficial ownership except to the extent of any pecuniary interest. Separately, 606,866 shares of ST JOE Co common stock are reported as directly owned by Mr. Berkowitz.
ST JOE Co insider filings show open-market sales of Common Stock by investment vehicles associated with Bruce R. Berkowitz and Fairholme. On May 8, 2026, 86,500 shares were sold at $66.09 per share, followed by 29,200 shares sold on May 11, 2026 at $65.49 per share, totaling 115,700 shares.
After these sales, one reported position shows 15,609,324 shares held and then 15,580,124 shares held. A separate line reports 606,866 shares of Common Stock directly owned by Mr. Berkowitz as of May 8, 2026. Footnotes state these securities are held by The Fairholme Fund and may be deemed beneficially owned by Mr. Berkowitz through his control of Fairholme Capital Management, while both disclaim beneficial ownership beyond any pecuniary interest.
The Fairholme Fund, a series of Fairholme Funds, Inc., associated with reporting persons Bruce R. Berkowitz and Fairholme Funds Inc., reported open-market sales of ST JOE Co common stock. Across May 5–7, 2026, the fund sold 377,800 shares at prices between $65.33 and $65.78 per share, leaving 15,695,824 shares reported as beneficially held after the final transaction. A separate holding entry shows 606,866 shares of ST JOE common stock directly owned by Mr. Berkowitz as of May 5, 2026.
ST JOE Co’s large shareholder group reported a modest share sale. An entity associated with Fairholme Funds Inc., through The Fairholme Fund, sold 21,100 shares of ST JOE Co common stock at $72.22 per share. After this open-market sale, that entity still holds 16,073,624 shares.
Separately, Bruce R. Berkowitz is shown as directly owning 606,866 ST JOE Co shares following the reported transactions. The filing notes that Mr. Berkowitz and Fairholme disclaim beneficial ownership of The Fairholme Fund’s position except to the extent of any pecuniary interest.
The Fairholme Fund, a series of Fairholme Funds, Inc., reported an open-market sale of 1,400 shares of ST JOE Co common stock at $73.50 per share on March 4, 2026. After this sale, the Fund reported holding 16,094,724 shares of ST JOE Co.
The filing also reports that Bruce R. Berkowitz directly owns 606,866 shares of ST JOE Co common stock. Mr. Berkowitz and Fairholme Capital Management state they may be deemed beneficial owners of the Fund’s shares but disclaim beneficial ownership except to the extent of any pecuniary interest.
ST JOE Co reported that President, CEO and Chairman Jorge Luis Gonzalez acquired 11,126 shares of common stock through a grant of restricted stock. The award was made under The St. Joe Company 2025 Performance and Equity Incentive Plan at a stated price of $0.00 per share, reflecting a compensation grant rather than an open-market purchase.
After this grant, Gonzalez directly owns 77,883 shares of common stock. The restricted stock will vest in three equal annual installments on March 2 of 2027, 2028 and 2029, conditioned on his continued employment with the company, which ties the value of this award to his longer-term service.
WALTERS Elizabeth J reported acquisition or exercise transactions in this Form 4 filing.
ST JOE Co disclosed that senior vice president and chief legal officer Elizabeth J. Walters received a grant of 3,075 shares of restricted common stock on March 2, 2026 under The St. Joe Company 2025 Performance and Equity Incentive Plan. The award was granted at no cash cost to her.
The restricted stock will vest in three equal annual installments on March 2, 2027, 2028 and 2029, as long as she remains employed by the company. After this grant, she holds 18,983 shares of common stock directly.
Bakun Marek reported acquisition or exercise transactions in this Form 4 filing.
The St. Joe Company granted EVP & Chief Financial Officer Marek Bakun 3,702 shares of restricted common stock on March 2, 2026 under the 2025 Performance and Equity Incentive Plan. These shares vest in three equal annual installments on March 2 of 2027, 2028 and 2029, tied to continued employment. Following this award, Bakun directly owns 24,995 shares of St. Joe common stock.
GOFF RHEA reported acquisition or exercise transactions in this Form 4 filing.
ST JOE Co reported that executive Rhea Goff, SVP & Chief Administrative Officer, received a grant of 2,494 shares of restricted common stock on March 2, 2026 under The St. Joe Company 2025 Performance and Equity Incentive Plan.
The restricted stock will vest in three equal annual installments on March 2, 2027, 2028 and 2029, contingent on Goff’s continued employment with the company. Following this award, Goff directly owns 11,558 shares of ST JOE Co common stock.
Fairholme Fund, a major holder of ST JOE Co, sold 39,000 shares of common stock in open-market transactions. The sales occurred on February 27, March 2, and March 3 at prices between $71.85 and $73.14 per share.
After these sales, Fairholme Funds Inc. reported ownership of 16,096,124 shares of ST JOE Co common stock, based on the latest transaction balance. A separate holding line shows 606,866 shares directly owned by Bruce R. Berkowitz. The filing states the sold securities were held by The Fairholme Fund, a series of Fairholme Funds, Inc., with Mr. Berkowitz and Fairholme Capital Management, LLC potentially deemed beneficial owners through their roles but disclaiming beneficial ownership except to any pecuniary interest.
ST JOE Co EVP & Chief Financial Officer Marek Bakun reported a tax-related share disposition. On the vesting of previously granted restricted stock, 225 shares of common stock were withheld by the company at $68.92 per share to cover taxes. After this withholding, Bakun directly owns 21,293 common shares.
ST JOE Co director and SVP & Chief Admin. Officer Rhea Goff reported a tax-related share disposition. On February 25, 2026, 141 shares of common stock were withheld by the company at a price of $68.92 per share to cover taxes due upon vesting of previously granted restricted stock. After this tax-withholding disposition, Goff’s directly held common stock position was 9,064 shares.
ST JOE Co reported a routine insider transaction by SVP and Chief Legal Officer Elizabeth J. Walters. On the vesting of previously granted restricted stock, 187 shares of common stock were withheld by the company at $68.92 per share to cover tax obligations. This tax-withholding disposition was not an open-market sale, and Walters’ directly held stake after the transaction was 15,908 shares of common stock.
ST JOE Co senior vice president and chief legal officer Elizabeth J. Walters reported two share dispositions related to tax withholding on vested restricted stock. On February 20, 370 common shares were withheld at $71.52 per share, and on February 23, 359 shares were withheld at $69.33 per share. These transactions satisfied tax obligations rather than representing open-market sales, and Walters directly held 16,095 common shares after the latest transaction.
ST JOE Co director and SVP & Chief Admin. Officer Rhea Goff reported two tax-related share dispositions under the company’s equity plan. On February 23, 2026, 305 common shares at $69.33 per share were withheld by the company to cover taxes on vesting restricted stock, leaving 9,205 shares held directly.
On February 20, 2026, an additional 277 common shares at $71.52 per share were similarly withheld for tax obligations after vesting, leaving 9,510 shares directly owned at that time. These Form 4 entries reflect tax-withholding dispositions, not open-market purchases or sales.
ST JOE Co executive Marek Bakun reported share dispositions to cover taxes tied to equity compensation. On February 20, the EVP & Chief Financial Officer had 445 shares of common stock valued at $71.52 per share withheld. On February 23, an additional 398 shares valued at $69.33 per share were withheld.
According to the footnote, these shares were retained by the company to pay taxes due upon vesting of previously granted restricted stock, rather than sold in open-market trades. After these tax-withholding dispositions, Bakun directly holds 21,518 common shares.
The Fairholme Fund, a series of Fairholme Funds, Inc. associated with Bruce R. Berkowitz, reported open-market sales of 16,000 shares of ST JOE Co common stock. The sales occurred over three days at per-share prices of 71.27, 71.01, and 71.51.
The transactions were in securities held by The Fairholme Fund, which may be deemed beneficially owned by Mr. Berkowitz through Fairholme Capital Management, LLC, although both disclaim beneficial ownership beyond any pecuniary interest. After these sales, The Fairholme Fund held 16,135,124 shares, and Mr. Berkowitz was reported as directly owning 606,866 shares.
Fairholme Fund, a major holder of St Joe Co (JOE), reported sales of common stock. On January 15, 2026, the fund sold 87,700 shares at $65.51 per share. On January 16, 2026, it sold another 13,900 shares at $65.50 per share, leaving 16,151,124 St Joe shares reported as beneficially owned after the transactions.
The securities were held by The Fairholme Fund, a series of Fairholme Funds, Inc. Bruce R. Berkowitz may be deemed a beneficial owner through his control of Fairholme Capital Management, LLC, but he and Fairholme disclaim beneficial ownership except to the extent of any pecuniary interest. A separate block of 606,866 St Joe shares is reported as directly owned by Mr. Berkowitz.
Bruce R. Berkowitz reported open‑market sales of ST JOE Co common stock in mid‑December 2025. Sales included 59,000 shares on 12/15/2025 at $62.37 per share, 6,800 shares on 12/16/2025 at $62.18, and 6,100 shares on 12/17/2025 at $62.
After these transactions, he reports beneficial ownership of 16,252,724 shares in one position and 606,866 shares in another. The filing notes that some securities are held by The Fairholme Fund, for which Fairholme Capital Management, L.L.C. serves as investment manager, and that Berkowitz and Fairholme disclaim beneficial ownership except to the extent of any pecuniary interest.