STOCK TITAN

Monica Schwartz Receives 3,222 RSUs at BJ's Wholesale Club (BJ)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Monica Schwartz, serving as EVP, CIDO of BJ's Wholesale Club Holdings, Inc. (BJ), was granted 3,222 restricted stock units (RSUs) on 09/27/2025. The award vests in three equal installments: 1/3 on August 17, 2026, and the remaining 1/3 on each of the first and second anniversaries of that date. The reported transaction shows 15,101 shares beneficially owned by the reporting person following the grant. The RSUs were recorded with a transaction price of $0, and the Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/30/2025.

Positive

  • 3,222 RSUs granted to EVP Monica Schwartz, increasing disclosed insider alignment with shareholders
  • Clear vesting schedule: one‑third on 08/17/2026 and on each of the next two anniversaries, providing transparency

Negative

  • None.

Insights

TL;DR: Routine executive equity award with multi-year vesting; standard disclosure under Section 16.

The Form 4 documents a standard restricted stock unit grant to an executive officer, disclosing the grant date, quantity (3,222 RSUs), vesting schedule (three equal installments beginning 08/17/2026) and resulting beneficial ownership (15,101 shares). This is a customary disclosure that provides transparency on insider compensation and ownership changes. The filing is straightforward and complete as to the material items typically required for such grants.

TL;DR: Compensation action: time‑based RSU award that vests over three years, consistent with retention incentives.

The award details—3,222 RSUs granted at a price of $0 with one‑third vesting on 08/17/2026 and on the two subsequent anniversaries—indicate time‑based retention compensation. The Form 4 quantifies post‑grant beneficial ownership as 15,101 shares, allowing assessment of the executive's equity stake. No exercise prices or derivative instruments are reported, and the filing contains the required signature by an attorney‑in‑fact.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
Schwartz Monica

(Last) (First) (Middle)
C/O BJ'S WHOLESALE CLUB HOLDINGS, INC.
350 CAMPUS DRIVE

(Street)
MARLBOROUGH MA 01752

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
BJ's Wholesale Club Holdings, Inc. [ BJ ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, CIDO
3. Date of Earliest Transaction (Month/Day/Year)
09/27/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 09/27/2025 A 3,222(1) A $0 15,101 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. 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.
Remarks:
/s/ Joseph McGrail, Attorney-in-Fact 09/30/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Monica Schwartz (BJ) receive according to the Form 4?

The Form 4 reports a grant of 3,222 restricted stock units (RSUs) to Monica Schwartz on 09/27/2025.

When do the granted RSUs vest?

The RSUs vest in three equal installments: 1/3 on 08/17/2026 and the remaining 1/3 on the first and second anniversaries of that date.

How many BJ shares does the reporting person beneficially own after the transaction?

The Form 4 shows 15,101 shares beneficially owned following the reported transaction.

What price was reported for the RSU grant?

The transaction price is reported as $0, which is standard for restricted stock unit grants.

Who signed the Form 4 and when?

The Form 4 was signed by Joseph McGrail, Attorney-in-Fact on 09/30/2025.
BJs Wholesale Club Holdings

NYSE:BJ

BJ Rankings

BJ Latest News

BJ Latest SEC Filings

BJ Stock Data

12.36B
129.84M
0.74%
106.3%
6.52%
Discount Stores
Retail-variety Stores
Link
United States
MARLBOROUGH