St Joe SEC Filings

St. Joe Co. (JOE) received a Form 144 notice for a proposed sale of 60,000 common shares, with an aggregate market value $3,546,000. The filer lists National Financial Services as broker, an approximate sale date of 11/05/2025, and the NYSE as the exchange. The shares were originally acquired on 11/07/2017 via an open‑market purchase with full cash payment on 11/09/2017.

Shares outstanding were 57,744,530. The filing also lists recent sales by Fairholme Capital Management, L.L.C., including 5,300 shares on 09/08/2025 for $279,290 and 11,000 shares on 10/06/2025 for $541,860.

The St. Joe Company (JOE) reported stronger Q3 2025 results. Total revenue was $161.1 million, led by real estate revenue of $83.8 million, hospitality revenue of $60.6 million, and leasing revenue of $16.7 million. Net income attributable to the company was $38.7 million, or $0.67 per diluted share. Operating income reached $52.9 million.

For the nine months ended September 30, 2025, revenue was $384.4 million and net income attributable to the company was $85.7 million ($1.48 per diluted share). Cash and cash equivalents were $126.1 million and debt, net, was $399.0 million. Stockholders’ equity rose to $760.7 million. The company repurchased 535,099 shares (treasury stock at cost $25.1 million) and paid dividends of $0.14 per share in Q3. In September, the Watercrest JV sold its senior living property, generating $41.0 million of real estate revenue and $21.6 million cost of real estate revenue, yielding $19.4 million gross profit and a $19.1 million cash distribution to the company. As of October 27, 2025, common shares outstanding were 57,744,530.

The St. Joe Company furnished quarterly results and declared a dividend. The company announced it furnished a press release with financial results for the third quarter ended September 30, 2025, as Exhibit 99.1. The Board also declared a quarterly cash dividend of $0.16 per share, payable on December 12, 2025, to shareholders of record at the close of business on November 13, 2025.

Form 144 notice for JOE reports a proposed sale of 11,000 common shares with an aggregate market value of $541,860 to be executed on 10/06/2025 through the NYSE. The filing lists prior acquisitions in 2017 totaling 11,000 shares bought via open-market purchases with full cash payment on dates between 05/18/2017 and 06/14/2017. The filing also discloses a recent sale by Fairholme Capital Management, L.L.C. of 5,300 shares on 09/08/2025 for gross proceeds of $279,290. The filer certifies no undisclosed material adverse information and warns that intentional misstatements may constitute a federal crime.

Bruce R. Berkowitz and Fairholme Funds Inc. filed a Form 4 reporting insider transactions in St. Joe Co (JOE). The filing shows a sale of 104,100 shares of common stock on 09/05/2025 at a reported price of $51.08 per share.

The Form discloses beneficial ownership following the reported transaction of 16,324,624 shares (reported as indirect in connection with The Fairholme Fund) and an additional 606,866 shares directly owned. The filing notes that Fairholme Fund securities may be deemed beneficially owned by Mr. Berkowitz because of his control relationship, and both Mr. Berkowitz and Fairholme disclaim beneficial ownership except to the extent of any pecuniary interest.

Form 144 notice for proposed sale of common stock. The filing shows a planned sale of 5,300 common shares through National Financial Services on 09/08/2025 on the NYSE with an aggregate market value of $279,310.00. The filing records that the shares were acquired in two open-market purchases in November 2017 (3,500 shares on 11/07/2017 and 1,800 shares on 11/08/2017) with full cash payment. The filer reports no securities sold in the past three months. Several standard Form 144 fields (filer CIK/CCC, issuer name and address, and specific signature details) are not present in the provided text.

Form 4 filings from Bruce R. Berkowitz and Fairholme Funds, Inc. report insider dispositions in St Joe Co (JOE). On 08/28/2025 the report shows a sale of 25,300 shares of common stock at $51.00 per share and a separate disposition of 606,866 shares. Following the reported transactions, the Form lists 16,428,724 shares beneficially owned in the line associated with the Fairholme Fund and indicates the 606,866 shares are directly owned by Mr. Berkowitz.

The filing notes Mr. Berkowitz and Fairholme disclaim beneficial ownership except to the extent of any pecuniary interest and documents signatures dated 09/02/2025. The reporters are identified as a director and a 10% owner of the issuer.

The filing is a Schedule 13D/A reporting that Fairholme Capital Management, L.L.C., The Fairholme Fund (a series of Fairholme Funds, Inc.) and Bruce R. Berkowitz are joint reporting persons regarding The St. Joe Company common stock (ticker JOE). Based on 57,908,215 shares outstanding, the filing reports Fairholme's beneficial ownership of 17,782,300 shares (30.7%), the Fund's beneficial ownership of 16,428,724 shares (28.4%), and Mr. Berkowitz's beneficial ownership of 19,692,267 shares (34.0%). Mr. Berkowitz has 1,909,967 shares of sole voting and dispositive power; the reporting persons also report shared voting and dispositive powers on larger holdings. The filing states recent transactions in the prior 60 days were open-market trades and references exhibits including a transaction schedule.

The St. Joe Company filed a Form S-8 to register shares under the 2025 Performance and Equity Incentive Plan (incorporated by reference to the company's DEF14A filed April 1, 2025). The filing lists legal and audit opinions (King & Spalding LLP; Grant Thornton LLP), a power of attorney for officers and directors, and a filing fee table. The registrant makes standard undertakings required for Form S-8 registration and the document is signed by the CEO, CFO and six directors.