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Kessler Scott

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114735
SEC CIK
0001743501

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BJ's Wholesale Club Holdings, Inc.BJ · Entity 638EVP, Chief Information OfficerMarch 31, 2023April 04, 2023

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

BJ's Wholesale Club Holdings, Inc.

Report date March 31, 2023 · Filed April 04, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect142,282 Ending reported balance After 2023-04-01 transaction · row 4
4 source rows · reconciled sequence

Row 1 · 2023-03-31 · Grant · Acquired 55,842 · Balance 168,788

F1: Shares issued in settlement of performance share units granted in 2020 which vested upon the achievement of the performance condition.

Row 2 · 2023-03-31 · Tax withholding · Disposed 27,000 · Balance 141,788

F2: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a performance share unit award.

Row 3 · 2023-04-01 · Grant · Acquired 9,202 · Balance 150,990

F3: Restricted stock award, granted on April 1, 2023, which will vest with respect to 1/3 of the shares subject thereto on each of the first, second and third anniversaries of the date of grant.

Row 4 · 2023-04-01 · Tax withholding · Disposed 8,708 · Balance 142,282

F4: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award.

Filing footnotes · ownership attribution and instrument terms

F1: Shares issued in settlement of performance share units granted in 2020 which vested upon the achievement of the performance condition.

F2: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a performance share unit award.

F3: Restricted stock award, granted on April 1, 2023, which will vest with respect to 1/3 of the shares subject thereto on each of the first, second and third anniversaries of the date of grant.

F4: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2023 Filed Apr 4, 2023 21:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Tax withholdingCommon Stock 8,708 $76.07 $662,417.56
Disclosure

SEC source: 0001531152-23-000040 · wf-form4_168065955425199.xml · nonDerivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 142,282

F4 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 21:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 GrantCommon Stock 9,202 $0.00 $0.00
Disclosure

SEC source: 0001531152-23-000040 · wf-form4_168065955425199.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,990

F3 · shares: Restricted stock award, granted on April 1, 2023, which will vest with respect to 1/3 of the shares subject thereto on each of the first, second and third anniversaries of the date of grant.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Tax withholdingCommon Stock 27,000 $76.07 $2,053,890.00
Disclosure

SEC source: 0001531152-23-000040 · wf-form4_168065955425199.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,788

F2 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a performance share unit award.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 21:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 GrantCommon Stock 55,842 $0.00 $0.00
Disclosure

SEC source: 0001531152-23-000040 · wf-form4_168065955425199.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,788

F1 · shares: Shares issued in settlement of performance share units granted in 2020 which vested upon the achievement of the performance condition.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 17:18 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 9,515 $0.00 Strike: $27.59 $0.00
Disclosure

SEC source: 0001531152-22-000115 · wf-form4_167148831225793.xml · derivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,515 shares

Expires 2029-04-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F4 · derivative.exercise_date: The option is fully vested and currently exercisable.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 17:18 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 350 $69.50 $24,325.00
Disclosure

SEC source: 0001531152-22-000115 · wf-form4_167148831225793.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 112,946

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $69.45 to $69.63, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 17:18 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 13,010 $68.86 $895,868.60
Disclosure

SEC source: 0001531152-22-000115 · wf-form4_167148831225793.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,296

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $68.46 to $69.39, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
December 15, 2022 Filed Dec 19, 2022 17:18 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 9,515 $27.59 $262,518.85
Disclosure

SEC source: 0001531152-22-000115 · wf-form4_167148831225793.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,306

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 18:17 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 9,514 $0.00 Strike: $27.59 $0.00
Disclosure

SEC source: 0001531152-22-000100 · wf-form4_166362563406523.xml · derivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,515

Underlying: Common Stock · 9,514 shares

Expires 2029-04-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F5 · derivative.exercise_date: The option is fully vested and currently exercisable.

F6 · balance_after: The number of derivative securities beneficially owned has been adjusted to exclude 9,514 shares which were inadvertently overreported in prior filings due to administrative error.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 18:17 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 715 $76.98 $55,040.70
Disclosure

SEC source: 0001531152-22-000100 · wf-form4_166362563406523.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 116,791

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $76.74 to $77.38, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 18:17 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 12,644 $76.33 $965,116.52
Disclosure

SEC source: 0001531152-22-000100 · wf-form4_166362563406523.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 117,506

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $75.74 to $76.73, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 18:17 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 9,514 $27.59 $262,491.26
Disclosure

SEC source: 0001531152-22-000100 · wf-form4_166362563406523.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,150

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F2 · balance_after: The amount of beneficially-owned securities has been adjusted to exclude 3,845 shares which were inadvertently overreported in prior filings due to administrative error.

Read SEC document
June 21, 2022 Filed Jun 23, 2022 16:16 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 2,125 $60.27 $128,073.75
Disclosure

SEC source: 0001743501-22-000002 · wf-form4_165601538818062.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,481

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.01 to $60.40, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
June 16, 2022 Filed Jun 17, 2022 16:22 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 1,720 $60.15 $103,458.00
Disclosure

SEC source: 0001531152-22-000065 · wf-form4_165549733439105.xml · nonDerivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,606

F4 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $60.01 to $60.34, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
June 15, 2022 Filed Jun 17, 2022 16:22 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 9,514 $0.00 Strike: $27.59 $0.00
Disclosure

SEC source: 0001531152-22-000065 · wf-form4_165549733439105.xml · derivative · entry 5

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,543

Underlying: Common Stock · 9,514 shares

Expires 2029-04-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F6 · derivative.exercise_date: The option is fully vested and currently exercisable.

Read SEC document
June 15, 2022 Filed Jun 17, 2022 16:22 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 2,097 $59.70 $125,190.90
Disclosure

SEC source: 0001531152-22-000065 · wf-form4_165549733439105.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,326

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $59.55 to $59.83, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
June 15, 2022 Filed Jun 17, 2022 16:22 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 7,417 $59.20 $439,086.40
Disclosure

SEC source: 0001531152-22-000065 · wf-form4_165549733439105.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,423

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $58.55 to $59.53, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
June 15, 2022 Filed Jun 17, 2022 16:22 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 9,514 $27.59 $262,491.26
Disclosure

SEC source: 0001531152-22-000065 · wf-form4_165549733439105.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,840

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 19:26 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Tax withholdingCommon Stock 12,083 $67.63 $817,173.29
Disclosure

SEC source: 0001531152-22-000038 · wf-form4_164920117035127.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 128,326

F2 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 19:26 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 GrantCommon Stock 10,350 $0.00 $0.00
Disclosure

SEC source: 0001531152-22-000038 · wf-form4_164920117035127.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,409

F1 · shares: Restricted stock award, granted on April 1, 2022, which will vest with respect to 1/3 of the shares subject thereto on each of the first, second and third anniversaries of the date of grant.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock · Derivative 9,514 $0.00 Strike: $27.59 $0.00
Disclosure

SEC source: 0001531152-22-000009 · wf-form4_164755030529992.xml · derivative · entry 5

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,856

Underlying: Common Stock · 9,514 shares

Expires 2029-04-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F5 · derivative.exercise_date: This option vests in three equal annual installments beginning one year from the date of grant. One-third of the options became exercisable on each of April 1, 2020 and April 1, 2021. The remaining one-third of the options will become exercisable on April 1, 2022.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 166 $63.75 $10,582.50
Disclosure

SEC source: 0001531152-22-000009 · wf-form4_164755030529992.xml · nonDerivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,214

F1 · kind: The exercise and sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $63.74 to $63.77, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 7,108 $63.15 $448,870.20
Disclosure

SEC source: 0001531152-22-000009 · wf-form4_164755030529992.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,380

F1 · kind: The exercise and sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $62.64 to $63.58, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 6,085 $62.23 $378,669.55
Disclosure

SEC source: 0001531152-22-000009 · wf-form4_164755030529992.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,488

F1 · kind: The exercise and sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.64 to $62.62, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
March 15, 2022 Filed Mar 17, 2022 16:52 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 9,514 $27.59 $262,491.26
Disclosure

SEC source: 0001531152-22-000009 · wf-form4_164755030529992.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 139,573

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 11, 2022.

Read SEC document
July 23, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 5,589 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · derivative · entry 12

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,589 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

Read SEC document
July 23, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 5,590 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · derivative · entry 11

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,590 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

Read SEC document
July 23, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 11,179 $50.37 $563,086.23
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · nonDerivative · entry 6

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,059

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.00 to $50.70, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
July 23, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 11,179 $17.00 $190,043.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · nonDerivative · entry 5

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,238

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

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July 22, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 9,457 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · derivative · entry 10

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,589

Underlying: Common Stock · 9,457 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

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July 22, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 9,456 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · derivative · entry 9

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,590

Underlying: Common Stock · 9,456 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

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July 22, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 18,913 $50.00 $945,650.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · nonDerivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,059

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.00 to $50.01, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

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July 22, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 18,913 $17.00 $321,521.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,972

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

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July 21, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 17,767 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · derivative · entry 8

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,046

Underlying: Common Stock · 17,767 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 17,766 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · derivative · entry 7

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,046

Underlying: Common Stock · 17,766 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 35,533 $50.01 $1,777,005.33
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,059

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.00 to $50.13, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth in this footnote.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 17:30 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 35,533 $17.00 $604,061.00
Disclosure

SEC source: 0001531152-21-000007 · wf-form4_162707579760399.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 165,592

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

Read SEC document
June 28, 2021 Filed Jun 30, 2021 17:22 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Tax withholdingCommon Stock 9,702 $46.87 $454,732.74
Disclosure

SEC source: 0001437749-21-016094 · rdgdoc.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 130,059

F1 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award.

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June 09, 2021 Filed Jun 11, 2021 08:05 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 32,813 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001437749-21-014543 · rdgdoc.xml · derivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,812

Underlying: Common Stock · 32,813 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F3 · derivative.exercise_date: This option is fully vested and currently exercisable.

Read SEC document
June 09, 2021 Filed Jun 11, 2021 08:05 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 32,813 $47.40 $1,555,336.20
Disclosure

SEC source: 0001437749-21-014543 · rdgdoc.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 139,761

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $47.18 to $47.67, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
June 09, 2021 Filed Jun 11, 2021 08:05 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 32,813 $17.00 $557,821.00
Disclosure

SEC source: 0001437749-21-014543 · rdgdoc.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,574

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 19:49 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Tax withholdingCommon Stock 9,754 $44.45 $433,565.30
Disclosure

SEC source: 0001437749-21-008309 · rdgdoc.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 139,761

F2 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 19:49 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 GrantCommon Stock 15,748 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-008309 · rdgdoc.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149,515

F1 · shares: Restricted stock award which will vest with respect to 1/3 of the shares subject thereto on each of the first, second and third anniversaries of the date of grant, which date of grant is April 1, 2021.

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March 09, 2021 Filed Mar 11, 2021 17:06 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 32,812 $0.00 Strike: $17.00 $0.00
Disclosure

SEC source: 0001437749-21-005725 · rdgdoc.xml · derivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,813

Underlying: Common Stock · 32,812 shares

Expires 2028-06-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F4 · derivative.exercise_date: This options vest in three equal annual installments beginning one year from the date of grant. One-third of the options became exercisable on each of June 27, 2019 and June 27, 2020. The remaining one-third of the options will become exercisable on June 27, 2021.

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March 09, 2021 Filed Mar 11, 2021 17:06 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 21,412 $42.52 $910,438.24
Disclosure

SEC source: 0001437749-21-005725 · rdgdoc.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,767

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.30 to $42.85, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
March 09, 2021 Filed Mar 11, 2021 17:06 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 11,400 $41.97 $478,458.00
Disclosure

SEC source: 0001437749-21-005725 · rdgdoc.xml · nonDerivative · entry 2

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 155,179

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $41.30 to $42.29, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
March 09, 2021 Filed Mar 11, 2021 17:06 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionCommon Stock 32,812 $17.00 $557,804.00
Disclosure

SEC source: 0001437749-21-005725 · rdgdoc.xml · nonDerivative · entry 1

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 166,579

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on January 14, 2021.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 17:08 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 Exercise / conversionStock Option · Derivative 21,534 $0.00 Strike: $7.00 $0.00
Disclosure

SEC source: 0001437749-21-001893 · rdgdoc.xml · derivative · entry 5

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 21,534 shares

Expires 2027-06-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 20, 2020.

F5 · derivative.exercise_date: This option is fully vested and currently exercisable.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 17:08 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 4,881 $42.60 $207,930.60
Disclosure

SEC source: 0001437749-21-001893 · rdgdoc.xml · nonDerivative · entry 4

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,767

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 20, 2020.

F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $42.44 to $42.81, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 17:08 UTC BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 SaleCommon Stock 12,253 $42.12 $516,096.36
Disclosure

SEC source: 0001437749-21-001893 · rdgdoc.xml · nonDerivative · entry 3

Kessler Scott · CIK 0001743501 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,648

F1 · kind: The exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 plan adopted by the Reporting Person on March 20, 2020.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $41.44 to $42.43, inclusive. The reporting person undertakes to provide to BJ's Wholesale Club Holdings, Inc., any security holder of BJ's Wholesale Club Holdings, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.