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)
DateInsiderTypeSharesPrice
May 12, 2026BERKOWITZ BRUCE R10 percent ownerSell29,200$65.49
May 12, 2026BERKOWITZ BRUCE R10 percent ownerSell86,500$66.09
May 7, 2026BERKOWITZ BRUCE R10 percent ownerSell189,200$65.78
May 7, 2026BERKOWITZ BRUCE R10 percent ownerSell163,600$65.78
May 7, 2026BERKOWITZ BRUCE R10 percent ownerSell25,000$65.33
Mar 19, 2026BERKOWITZ BRUCE R10 percent ownerSell21,100$72.22
Mar 6, 2026BERKOWITZ BRUCE R10 percent ownerSell1,400$73.50
Mar 4, 2026WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & SecGrant3,075
Mar 4, 2026GOFF RHEAdirector, officer: SVP & Chief Admin. OfficerGrant2,494
Mar 4, 2026Bakun Marekofficer: EVP & Chief Financial OfficerGrant3,702
Mar 4, 2026Gonzalez Jorge Luisdirector, officer: President, CEO and ChairmanGrant11,126
Mar 3, 2026BERKOWITZ BRUCE R10 percent ownerSell11,200$72.64
Mar 3, 2026BERKOWITZ BRUCE R10 percent ownerSell8,800$73.14
Mar 3, 2026BERKOWITZ BRUCE R10 percent ownerSell19,000$71.85
Feb 27, 2026Bakun Marekofficer: EVP & Chief Financial OfficerTax225$68.92
Feb 27, 2026WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & SecTax187$68.92
Feb 27, 2026GOFF RHEAdirector, officer: SVP & Chief Admin. OfficerTax141$68.92
Feb 24, 2026WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & SecTax359$69.33
Feb 24, 2026Bakun Marekofficer: EVP & Chief Financial OfficerTax445$71.52
Feb 24, 2026GOFF RHEAdirector, officer: SVP & Chief Admin. OfficerTax277$71.52
Feb 24, 2026GOFF RHEAdirector, officer: SVP & Chief Admin. OfficerTax305$69.33
Feb 24, 2026Bakun Marekofficer: EVP & Chief Financial OfficerTax398$69.33
Feb 24, 2026WALTERS Elizabeth Jofficer: SVP, Chief Legal Officer & SecTax370$71.52
Feb 20, 2026BERKOWITZ BRUCE R10 percent ownerSell1,000$71.51
Feb 20, 2026BERKOWITZ BRUCE R10 percent ownerSell11,100$71.27
Feb 20, 2026BERKOWITZ BRUCE R10 percent ownerSell3,900$71.01
Jan 20, 2026BERKOWITZ BRUCE R10 percent ownerSell87,700$65.51
Jan 20, 2026BERKOWITZ BRUCE R10 percent ownerSell13,900$65.50
Dec 17, 2025BERKOWITZ BRUCE R10 percent ownerSell6,800$62.18
Dec 17, 2025BERKOWITZ BRUCE R10 percent ownerSell59,000$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
InstitutionActionSharesFiled
FAIRHOLME CAPITAL MANAGEMENT LLCReduced19.4MFeb 17, 2026
FAIRHOLME CAPITAL MANAGEMENT LLCReduced19.2MMay 15, 2026
BLACKROCK, INC.Increased6.0MFeb 12, 2026
BLACKROCK, INC.Reduced6.0MMay 13, 2026
VANGUARD GROUP INCReduced5.7MJan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCNew Position3.8MMay 8, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position1.8MMay 15, 2026
STATE STREET CORPIncreased1.5MMay 15, 2026
STATE STREET CORPIncreased1.4MFeb 13, 2026
DIMENSIONAL FUND ADVISORS LPReduced1.4MFeb 12, 2026
DIMENSIONAL FUND ADVISORS LPReduced1.3MMay 7, 2026
SELECT EQUITY GROUP, L.P.Increased1.3MMay 15, 2026
SELECT EQUITY GROUP, L.P.Increased1.2MFeb 17, 2026
GEODE CAPITAL MANAGEMENT, LLCIncreased1.0MMay 15, 2026
GEODE CAPITAL MANAGEMENT, LLCIncreased995KFeb 9, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.