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, Secretary | 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 | 24,715 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 6,521 · Balance 24,715 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. |
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 |
|---|---|---|---|---|---|---|
| June 28, 2019 Filed Jul 1, 2019 23:21 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Tax withholdingCommon Stock | 2,602 | $26.40 | $68,692.80 |
DisclosureSEC source: 0001209191-19-039893 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,362 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 |
| May 07, 2019 Filed May 9, 2019 18:53 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 2,500 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-028436 · doc4.xml · derivative · entry 3 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,500 Underlying: Common Stock · 2,500 shares Expires 2025-05-19 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 29, 2019. F3 · derivative.exercise_date: The options are exercisable with respect to 32,000 shares of common stock. The remainder of the options will vest on September 30, 2019. Read SEC document |
| May 07, 2019 Filed May 9, 2019 18:53 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 2,500 | $27.76 | $69,400.00 |
DisclosureSEC source: 0001209191-19-028436 · doc4.xml · nonDerivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,964 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 29, 2019. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.70 to $27.85 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 (2). Read SEC document |
| May 07, 2019 Filed May 9, 2019 18:53 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 2,500 | $5.72 | $14,300.00 |
DisclosureSEC source: 0001209191-19-028436 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,464 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 29, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:22 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantStock Option · Derivative | 20,387 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0001209191-19-023317 · doc4.xml · derivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,387 Underlying: Common Stock · 20,387 shares Expires 2029-04-01 F2 · derivative.exercise_date: Stock option 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, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:22 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 20,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-023317 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,964 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, 2019. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:26 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantStock Option · Derivative | 14,000 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-017664 · doc4.xml · derivative · entry 4 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 14,000 shares Expires 2025-05-19 F4 · 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 May 19, 2015 based upon the Issuer's March 5, 2019 determination of the applicable performance criteria achieved in fiscal year 2018. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:26 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-017664 · doc4.xml · derivative · entry 3 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Underlying: Common Stock · 10,000 shares Expires 2025-05-19 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 1, 2018. F3 · derivative.exercise_date: The option is currently exercisable with respect to 28,000 shares of common stock. The remainder of the options will vest on September 30, 2019. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:26 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 10,000 | $25.85 | $258,500.00 |
DisclosureSEC source: 0001209191-19-017664 · doc4.xml · nonDerivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 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 1, 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 $25.65 to $26.00 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 05, 2019 Filed Mar 7, 2019 19:26 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 10,000 | $5.72 | $57,200.00 |
DisclosureSEC source: 0001209191-19-017664 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,577 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 1, 2018. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 16:13 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-009172 · doc4.xml · derivative · entry 3 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,000 Underlying: Common Stock · 10,000 shares Expires 2025-05-19 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 1, 2018. F2 · derivative.exercise_date: The option is currently exercisable with respect to 28,000 shares of common stock. The remainder of the options will vest on September 30, 2019. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 16:13 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 10,000 | $25.63 | $256,300.00 |
DisclosureSEC source: 0001209191-19-009172 · doc4.xml · nonDerivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 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 1, 2018. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 16:13 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 10,000 | $5.72 | $57,200.00 |
DisclosureSEC source: 0001209191-19-009172 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,577 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 1, 2018. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 22:06 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 23,238 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-005555 · doc4.xml · derivative · entry 3 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Underlying: Common Stock · 23,238 shares Expires 2025-05-19 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 1, 2018. F2 · derivative.exercise_date: The option is currently exercisable with respect to 38,000. The remainder of the option vests on September 30, 2019. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 22:06 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 23,238 | $26.00 | $604,188.00 |
DisclosureSEC source: 0001209191-19-005555 · doc4.xml · nonDerivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 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 1, 2018. Read SEC document |
| January 25, 2019 Filed Jan 28, 2019 22:06 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 23,238 | $5.72 | $132,921.36 |
DisclosureSEC source: 0001209191-19-005555 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,815 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 1, 2018. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 20:30 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 10,000 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-003922 · doc4.xml · derivative · entry 3 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,238 Underlying: Common Stock · 10,000 shares Expires 2025-05-19 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 1, 2018. F2 · derivative.exercise_date: The option is currently exercisable with respect to 61,238 shares of Common Stock. The remainder of the option vests on September 30, 2019. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 20:30 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 10,000 | $23.50 | $235,000.00 |
DisclosureSEC source: 0001209191-19-003922 · doc4.xml · nonDerivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 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 1, 2018. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 20:30 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 10,000 | $5.72 | $57,200.00 |
DisclosureSEC source: 0001209191-19-003922 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,577 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 1, 2018. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 19:13 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 23,239 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0001209191-19-003391 · doc4.xml · derivative · entry 3 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,238 Underlying: Common Stock · 23,239 shares Expires 2025-05-19 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 1, 2018. F2 · derivative.exercise_date: The option is currently exercisable with respect to 71,238 shares of Common Stock. The remainder of the option vests on September 30, 2019. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 19:13 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | SaleCommon Stock | 23,239 | $24.00 | $557,736.00 |
DisclosureSEC source: 0001209191-19-003391 · doc4.xml · nonDerivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 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 1, 2018. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 19:13 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 23,239 | $5.72 | $132,927.08 |
DisclosureSEC source: 0001209191-19-003391 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,816 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 1, 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 | 31,523 | $25.09 | $790,912.07 |
DisclosureSEC source: 0000899243-18-025795 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 20:30 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionStock Option · Derivative | 31,523 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0000899243-18-025502 · doc4.xml · derivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,477 Underlying: Common Stock · 31,523 shares Expires 2025-05-19 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 currently exercisable with respect to 105,000 shares of Common Stock. The option vests with respect to the remainder of the shares in two equal annual installments on September 30, 2018 and September 30, 2019. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 20:30 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 31,523 | $5.72 | $180,311.56 |
DisclosureSEC source: 0000899243-18-025502 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,100 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 |
| June 28, 2018 Filed Jun 29, 2018 23:01 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 17,577 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018765 · doc4.xml · nonDerivative · entry 1 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 F1 · shares: Represents a restricted stock award that vests in three equal annual installments beginning one year from the grant date. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 23:01 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantStock Option · Derivative | 17,577 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-18-018765 · doc4.xml · derivative · entry 2 Luce Graham · CIK 0001743434 · SVP, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,577 Underlying: Common Stock · 17,577 shares Expires 2028-06-27 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning one year 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.