Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJ's Wholesale Club Holdings, Inc.BJ · Entity 638 | EVP, CIDO | August 17, 2026 | August 19, 2026 |
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 August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,080 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Tax withholding · Disposed 485 · Balance 23,080 F1: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of restricted stock units.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 19, 2026 20:15 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 485 | $94.43 | $45,798.55 |
DisclosureSEC source: 0001531152-26-000049 · wk-form4_1787170528.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, CIDO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,080 F1 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:14 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 7,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-26-000016 · wk-form4_1775247283.xml · nonDerivative · entry 3 Schwartz Monica · CIK 0001820292 · EVP, CIDO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,565 F3 · shares: Restricted stock unit award, granted on April 1, 2026, 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 |
| April 01, 2026 Filed Apr 3, 2026 20:14 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 5,509 | $94.61 | $521,206.49 |
DisclosureSEC source: 0001531152-26-000016 · wk-form4_1775247283.xml · nonDerivative · entry 2 Schwartz Monica · CIK 0001820292 · EVP, CIDO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,638 F2 · shares: Represents shares withheld by the Issuer for payment of tax liabilities incident to the vesting of performance share unit, restricted stock unit, and restricted stock awards. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:14 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 6,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-26-000016 · wk-form4_1775247283.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, CIDO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,147 F1 · shares: Shares issued in settlement of performance share units granted in 2023 which vested upon the achievement of the performance condition. Read SEC document |
| September 27, 2025 Filed Sep 30, 2025 20:52 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 3,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001820292-25-000003 · wk-form4_1759265537.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, CIDO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,101 F1 · shares: Restricted stock unit award, granted on September 27, 2025, which will vest with respect to 1/3 of the shares subject thereto on each of August 17, 2026, and the first and second anniversaries of such date. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 20:14 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantRestricted Stock Units · Derivative | 15,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-25-000109 · wk-form4_1756412088.xml · derivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, CIDO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,436 Underlying: Common Stock · 15,436 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. common stock. F2 · derivative.exercise_date: The RSU award granted on August 27, 2025, will vest on August 17, 2027, subject to the satisfaction of certain performance conditions as of the vesting date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 21:23 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 10,963 | $115.65 | $1,267,870.95 |
DisclosureSEC source: 0001531152-25-000038 · wk-form4_1744060980.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,879 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:12 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 5,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-25-000030 · wk-form4_1743714768.xml · nonDerivative · entry 3 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,842 F3 · shares: Restricted stock unit award, granted on April 1, 2025, 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 |
| April 01, 2025 Filed Apr 3, 2025 21:12 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 9,010 | $114.88 | $1,035,068.80 |
DisclosureSEC source: 0001531152-25-000030 · wk-form4_1743714768.xml · nonDerivative · entry 2 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,620 F2 · shares: Represents shares withheld by the Issuer for payment of tax liabilities incident to the vesting of performance share unit, restricted stock unit, and restricted stock awards. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:12 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 13,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-25-000030 · wk-form4_1743714768.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,630 F1 · shares: Shares issued in settlement of performance share units granted in 2022 which vested upon the achievement of the performance condition. Read SEC document |
| April 11, 2024 Filed Apr 12, 2024 20:38 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 13,578 | $78.81 | $1,070,082.18 |
DisclosureSEC source: 0001531152-24-000057 · wk-form4_1712954325.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,545 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $78.80 to $78.93, inclusive. The reporting person undertakes to provide to the Issuer any security holder of the Issuer 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 |
| April 01, 2024 Filed Apr 3, 2024 21:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 6,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-24-000051 · wk-form4_1712179523.xml · nonDerivative · entry 4 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,123 F4 · shares: Restricted stock unit award, granted on April 1, 2024, 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 |
| April 01, 2024 Filed Apr 3, 2024 21:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 5,930 | $74.64 | $442,615.20 |
DisclosureSEC source: 0001531152-24-000051 · wk-form4_1712179523.xml · nonDerivative · entry 3 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,425 F3 · shares: Represents shares withheld by the Issuer for payment of tax liabilities incident to the vesting of restricted stock awards. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 2,537 | $74.64 | $189,361.68 |
DisclosureSEC source: 0001531152-24-000051 · wk-form4_1712179523.xml · nonDerivative · entry 2 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,355 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 |
| April 01, 2024 Filed Apr 3, 2024 21:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-24-000051 · wk-form4_1712179523.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,892 F1 · shares: Shares issued in settlement of performance share units granted in 2021 which vested upon the achievement of the performance condition. Read SEC document |
| August 03, 2023 Filed Aug 4, 2023 20:33 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 2,694 | $67.88 | $182,868.72 |
DisclosureSEC source: 0001531152-23-000087 · wk-form4_1691181181.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,268 F1 · shares: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 21:01 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 15,168 | $61.85 | $938,140.80 |
DisclosureSEC source: 0001531152-23-000085 · wk-form4_1687813267.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,962 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $61.75 to $61.90, 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. F2 · balance_after: Amount of Securities Beneficially Owned Following Reported Transaction includes an adjustment to increase the number of shares held by 7 shares to correct a clerical error associated with a previously reported tax withholding transaction. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 01:54 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 4,941 | $76.07 | $375,861.87 |
DisclosureSEC source: 0001531152-23-000044 · wf-form4_168065963112827.xml · nonDerivative · entry 2 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,123 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, 2023 Filed Apr 5, 2023 01:54 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 6,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-23-000044 · wf-form4_168065963112827.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,064 F1 · 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 |
| August 03, 2022 Filed Aug 5, 2022 20:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 2,708 | $69.48 | $188,151.84 |
DisclosureSEC source: 0001531152-22-000084 · wf-form4_165973110947853.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,492 F1 · 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 23:27 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 1,276 | $67.63 | $86,295.88 |
DisclosureSEC source: 0001531152-22-000041 · wf-form4_164920123611769.xml · nonDerivative · entry 2 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,200 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 23:27 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 7,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-22-000041 · wf-form4_164920123611769.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · EVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,476 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 |
| August 03, 2021 Filed Aug 5, 2021 21:01 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 3,728 | $52.76 | $196,689.28 |
DisclosureSEC source: 0001531152-21-000015 · wf-form4_162819723247129.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · SVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,966 F1 · kind: Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of a restricted stock award. Read SEC document |
| August 03, 2021 Filed Aug 25, 2021 20:46 UTC Amendment | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 3,611 | $52.76 | $190,516.36 |
DisclosureSEC source: 0001531152-21-000025 · wf-form4a_162992437661243.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · SVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,083 F1 · shares: Correction to the number of shares withheld by the Issuer for payment of tax liability incident to the vesting of a restriction stock award. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 22:15 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 11,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-009635 · rdgdoc.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · SVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,694 F1 · shares: Restricted stock award which will vest with respect to 1/2 of the shares subject thereto on each of April 1, 2023 and April 1, 2024. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 23:53 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 8,436 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-008314 · rdgdoc.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · SVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,341 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. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 22:21 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 19,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-20-000145 · wf-form4_159666605924780.xml · nonDerivative · entry 1 Schwartz Monica · CIK 0001820292 · SVP, Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,905 F1 · shares: Restricted stock award which will vest with respect to 40% of the shares subject thereto on the first anniversary of the date of grant and 30% of the shares subject thereto on each of the second and third anniversaries of the date of grant, which grant date is August 3, 2020. 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.