The St. Joe Company (JOE) Insider Trading
Over the last 3 months, JOE insiders made 0 open-market buys and 6 sales, a net sale of -$34.0M (SEC Form 4). Over the last 6 months, 224 institutions increased and 196 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
6
Net (3m)
-$34.0M
Insider trades by month Buys Sells
Sep
Dec
Jan
Feb
Mar
May
Context3-month price -10.3%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 12, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 29,200 | $65.49 |
| May 12, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 86,500 | $66.09 |
| May 7, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 189,200 | $65.78 |
| May 7, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 163,600 | $65.78 |
| May 7, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 25,000 | $65.33 |
| Mar 19, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 21,100 | $72.22 |
| Mar 6, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 1,400 | $73.50 |
| Mar 4, 2026 | WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & Sec | Grant | 3,075 | — |
| Mar 4, 2026 | GOFF RHEAdirector, officer: SVP & Chief Admin. Officer | Grant | 2,494 | — |
| Mar 4, 2026 | Bakun Marekofficer: EVP & Chief Financial Officer | Grant | 3,702 | — |
| Mar 4, 2026 | Gonzalez Jorge Luisdirector, officer: President, CEO and Chairman | Grant | 11,126 | — |
| Mar 3, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 11,200 | $72.64 |
| Mar 3, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 8,800 | $73.14 |
| Mar 3, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 19,000 | $71.85 |
| Feb 27, 2026 | Bakun Marekofficer: EVP & Chief Financial Officer | Tax | 225 | $68.92 |
| Feb 27, 2026 | WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & Sec | Tax | 187 | $68.92 |
| Feb 27, 2026 | GOFF RHEAdirector, officer: SVP & Chief Admin. Officer | Tax | 141 | $68.92 |
| Feb 24, 2026 | WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & Sec | Tax | 359 | $69.33 |
| Feb 24, 2026 | Bakun Marekofficer: EVP & Chief Financial Officer | Tax | 445 | $71.52 |
| Feb 24, 2026 | GOFF RHEAdirector, officer: SVP & Chief Admin. Officer | Tax | 277 | $71.52 |
| Feb 24, 2026 | GOFF RHEAdirector, officer: SVP & Chief Admin. Officer | Tax | 305 | $69.33 |
| Feb 24, 2026 | Bakun Marekofficer: EVP & Chief Financial Officer | Tax | 398 | $69.33 |
| Feb 24, 2026 | WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & Sec | Tax | 370 | $71.52 |
| Feb 20, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 1,000 | $71.51 |
| Feb 20, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 11,100 | $71.27 |
| Feb 20, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 3,900 | $71.01 |
| Jan 20, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 87,700 | $65.51 |
| Jan 20, 2026 | BERKOWITZ BRUCE R10 percent owner | Sell | 13,900 | $65.50 |
| Dec 17, 2025 | BERKOWITZ BRUCE R10 percent owner | Sell | 6,800 | $62.18 |
| Dec 17, 2025 | BERKOWITZ BRUCE R10 percent owner | Sell | 59,000 | $62.37 |
Source: JOE SEC Form 4 filings, latest May 12, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their JOE positions over the last 6 months (SEC Form 13F).
Increased
224
New positions
91
Reduced
196
Sold out
47
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC | Reduced | 19.4M | Feb 17, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | Reduced | 19.2M | May 15, 2026 |
| BLACKROCK, INC. | Increased | 6.0M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 6.0M | May 13, 2026 |
| VANGUARD GROUP INC | Reduced | 5.7M | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 3.8M | May 8, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 1.8M | May 15, 2026 |
| STATE STREET CORP | Increased | 1.5M | May 15, 2026 |
| STATE STREET CORP | Increased | 1.4M | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.4M | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.3M | May 7, 2026 |
| SELECT EQUITY GROUP, L.P. | Increased | 1.3M | May 15, 2026 |
| SELECT EQUITY GROUP, L.P. | Increased | 1.2M | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.0M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 995K | Feb 9, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.