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, Strategy & Development | September 30, 2026 | October 03, 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 September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,160 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Grant · Acquired 5,434 · Balance 53,160 F1: Restricted stock unit award, granted on September 30, 2026, which will vest with respect to all of the shares subject thereto on the second anniversary of the date of grant. Row 2 · 2026-10-01 · Sale · Disposed 3,000 · Balance 50,160 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award, granted on September 30, 2026, which will vest with respect to all of the shares subject thereto on the second anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| March 06, 2019 Filed Mar 7, 2019 20:16 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 14,383 | $0.00 Strike: $4.26 | $0.00 |
DisclosureSEC source: 0001209191-19-017699 · doc4.xml · derivative · entry 4 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,383 shares Expires 2023-06-12 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 October 5, 2018. F3 · derivative.exercise_date: This option is fully vested and currently exercisable. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 20:16 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 34,144 | $27.93 | $953,641.92 |
DisclosureSEC source: 0001209191-19-017699 · doc4.xml · nonDerivative · entry 3 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,246 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 October 5, 2018. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.38 to $28.00 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 (2). Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 20:16 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 19,761 | $5.72 | $113,032.92 |
DisclosureSEC source: 0001209191-19-017699 · doc4.xml · nonDerivative · entry 2 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,390 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 October 5, 2018. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 20:16 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 14,383 | $4.26 | $61,271.58 |
DisclosureSEC source: 0001209191-19-017699 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,629 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 October 5, 2018. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:33 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantStock Option · Derivative | 27,650 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-017672 · doc4.xml · derivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,250 Underlying: Common Stock · 27,650 shares Expires 2026-09-20 F1 · shares: The amount reported reflects the number of shares of common stock that vested under the performance-vesting portion of the stock option granted on September 20, 2016 based upon the Issuer's March 5, 2019 determination of the applicable performance criteria achieved in fiscal year 2018. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 17:02 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 5,056 | $0.00 Strike: $4.26 | $0.00 |
DisclosureSEC source: 0001209191-19-012439 · doc4.xml · derivative · entry 3 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,383 Underlying: Common Stock · 5,056 shares Expires 2023-06-12 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 October 5, 2018. F2 · derivative.exercise_date: This option is fully vested and currently exercisable. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 17:02 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 5,056 | $27.00 | $136,512.00 |
DisclosureSEC source: 0001209191-19-012439 · doc4.xml · nonDerivative · entry 2 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,246 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 October 5, 2018. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 17:02 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 5,056 | $4.26 | $21,538.56 |
DisclosureSEC source: 0001209191-19-012439 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,302 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 October 5, 2018. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 19:39 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 800 | $0.00 Strike: $4.26 | $0.00 |
DisclosureSEC source: 0001209191-19-007686 · doc4.xml · derivative · entry 3 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,439 Underlying: Common Stock · 800 shares Expires 2023-06-12 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 October 5, 2018. F2 · derivative.exercise_date: This option is fully vested and currently exercisable. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 19:39 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 800 | $27.00 | $21,600.00 |
DisclosureSEC source: 0001209191-19-007686 · doc4.xml · nonDerivative · entry 2 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,246 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 October 5, 2018. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 19:39 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 800 | $4.26 | $3,408.00 |
DisclosureSEC source: 0001209191-19-007686 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Plan & Inv. Rel. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,046 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 October 5, 2018. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 18:47 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $4.26 | $0.00 |
DisclosureSEC source: 0001209191-19-004907 · doc4.xml · derivative · entry 3 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,239 Underlying: Common Stock · 40,000 shares Expires 2023-06-12 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 October 5, 2018. F3 · derivative.exercise_date: The option is fully vested and currently exercisable. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 18:47 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 40,000 | $24.96 | $998,360.00 |
DisclosureSEC source: 0001209191-19-004907 · doc4.xml · nonDerivative · entry 2 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,246 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 October 5, 2018. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.71 to $25.00 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 (2). Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 18:47 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 40,000 | $4.26 | $170,400.00 |
DisclosureSEC source: 0001209191-19-004907 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,246 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 October 5, 2018. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 20:30 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 57,361 | $25.09 | $1,439,187.49 |
DisclosureSEC source: 0000899243-18-025796 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,246 Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 20:31 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 51,481 | $0.00 Strike: $4.26 | $0.00 |
DisclosureSEC source: 0000899243-18-025507 · doc4.xml · derivative · entry 3 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,239 Underlying: Common Stock · 51,481 shares Expires 2023-06-12 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 · derivative.exercise_date: The option is fully vested and currently exercisable. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 20:31 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 5,880 | $0.00 Strike: $4.26 | $0.00 |
DisclosureSEC source: 0000899243-18-025507 · doc4.xml · derivative · entry 2 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,880 shares Expires 2022-09-26 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 · derivative.exercise_date: The option is fully vested and currently exercisable. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 20:31 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 57,361 | $4.26 | $244,357.86 |
DisclosureSEC source: 0000899243-18-025507 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,607 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. Read SEC document |
| July 28, 2018 Filed Aug 2, 2018 20:27 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 14,069 | $24.44 | $343,846.36 |
DisclosureSEC source: 0000899243-18-021200 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,246 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 28, 2018 Filed Jun 29, 2018 23:03 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 70,315 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018771 · doc4.xml · nonDerivative · entry 1 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,315 F1 · shares: Represents a restricted stock award, which will vest with respect to 35,161 shares thirty days from the grant date and with respect to 35,154 shares in three equal annual installments beginning one year from the grant date. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 23:03 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantStock Option · Derivative | 35,154 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018771 · doc4.xml · derivative · entry 3 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,154 Underlying: Common Stock · 35,154 shares Expires 2028-06-27 F3 · derivative.exercise_date: The option vests in three equal annual installments beginning one year from the grant date. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 23:03 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantStock Option · Derivative | 35,161 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018771 · doc4.xml · derivative · entry 2 Werner William C. · CIK 0001743889 · SVP, Strat. Planning & Anlys. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,161 Underlying: Common Stock · 35,161 shares Expires 2028-06-27 F2 · derivative.exercise_date: The option vests thirty days from the grant date. 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.