Welcome to our dedicated page for St Joe SEC filings (Ticker: JOE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The St. Joe Company’s SEC filings document a Florida real estate development, asset management and operating company with residential, hospitality and commercial activities in Northwest Florida. Its periodic and current reports disclose segment results, land and community development activity, hospitality and leasing revenue, joint venture matters, dividends and other capital-allocation actions.
Filings for JOE also cover common-stock repurchase authority, annual proxy voting matters, director elections, auditor ratification, executive compensation votes and board composition. Material-event reports record quarterly results releases, dividend actions, governance changes and exhibits furnished with company announcements.
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.
The St. Joe Company files its annual report describing a diversified real estate development, hospitality and commercial platform concentrated in Northwest Florida. The company owns 165,000 acres, with entitlements for over 170,000 residential units, 22 million sq. ft. of commercial space and more than 3,000 hotel rooms.
Operations span master-planned residential communities, a growing hotel and club portfolio, and income-producing commercial properties, supplemented by meaningful joint ventures. The unconsolidated Latitude Margaritaville Watersound JV, which has closed 2,190 home sales and had 149 homes under contract for about $88.8 million, has contributed over 20% of pre-tax income in recent years.
The company emphasizes a long-term, owner-oriented capital strategy with low corporate debt and high liquidity, while returning cash to shareholders. In 2025 it paid cash dividends totaling $0.58 per share and repurchased 798,622 shares for $40 million, under a buyback authorization increased to $100 million, with $60 million remaining at year-end.
The St. Joe Company reported a strong fourth quarter and full year 2025, highlighted by double‑digit growth and a higher dividend. Fourth quarter revenue rose 24% to $128.9 million and net income grew 58% to $29.9 million, or $0.52 per share.
For the full year 2025, revenue increased 27% to $513.2 million, while net income jumped 56% to $115.6 million, or $2.00 per share. Real estate revenue climbed 64% to $234.2 million, hospitality reached a record $215.4 million, and leasing revenue hit a record $63.6 million. EBITDA rose 32% to $219.6 million.
The Board declared a quarterly cash dividend of $0.16 per share, payable on March 26, 2026 to shareholders of record on March 9, 2026. In 2025, the company allocated $108.1 million to capital expenditures, paid $33.6 million in dividends, repurchased $40.0 million of stock, and reduced net debt by $46.6 million.
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.