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.
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.
A shareholder of JOE has filed a notice to sell 18,000 shares of common stock, with an indicated aggregate market value of $1,233,540.00. The planned sale is listed through National Financial Services on the NYSE, with an approximate sale date of 02/12/2026.
The shares were originally acquired in multiple open-market purchases between 2016 and 2017 for full cash payment. Over the past three months, Fairholme Capital Management, L.L.C. has already sold 8,000, 5,000, and 5,500 common shares on 11/21/2025, 12/23/2025, and 01/16/2026, generating gross proceeds of $416,565.01, $296,676.50, and $360,195.00, respectively.
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.
Fairholme Capital Management filed a notice of proposed sale of 5,500 common shares, with an aggregate market value of $360,250, to be sold through National Financial Services on the NYSE. The issuer lists 57,744,530 shares of this class outstanding, providing context for the size of the planned sale.
The 5,500 shares come from open market purchases made in May and June 2017, all paid for in full with cash shortly after each trade. Over the past three months, Fairholme Capital Management has already sold additional common shares, including 54,900 shares on 11/05/2025 for gross proceeds of $3,244,480.20 and other smaller blocks in November and December 2025.
Fairholme Capital Management, L.L.C. has filed a notice of proposed sale under Rule 144 covering 5,000 shares of JOE common stock, with an aggregate market value of $303,700, to be sold through National Financial Services on the NYSE around 12/23/2025. These shares are part of positions originally acquired in August 2017 through open‑market purchases paid fully in cash.
Over the prior three months, Fairholme has already sold JOE common stock in multiple transactions, including 54,900 shares on 11/05/2025 for gross proceeds of $3,244,480.20 and other smaller sales such as 11,000 shares on 10/06/2025 for $541,860.00. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer.
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.