STOCK TITAN
  1. Home
  2. Sec-filings
  3. BJ
  4. [Form 4] BJ's Wholesale Club Holdings, Inc. Insider Trading Activity

[Form 4] BJ's Wholesale Club Holdings, Inc. Insider Trading Activity

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

BJ's Wholesale Club Holdings EVP and Chief Digital Officer Monica Schwartz reported equity compensation activity in company stock. On April 1, 2026, she received 6,046 shares of common stock issued in settlement of performance share units granted in 2023 after achieving performance goals.

She was also granted a restricted stock unit award for 7,927 shares on the same date, scheduled to vest in three equal annual installments on each of the first, second and third anniversaries of the grant. To cover related tax liabilities, 5,509 shares were withheld by the company at $94.61 per share. Following these transactions, Schwartz directly holds 23,565 shares of BJ's Wholesale Club Holdings common stock.

Positive

  • None.

Negative

  • None.
Insider Schwartz Monica
Role EVP, CIDO
Type Security Shares Price Value
Grant/Award Common Stock 6,046 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 5,509 $94.61 $521K
Grant/Award Common Stock 7,927 $0.00 $0.00
Holdings After Transaction: Common Stock — 23,565 shares (Direct)
Footnotes (3)
  1. F1. Shares issued in settlement of performance share units granted in 2023 which vested upon the achievement of the performance condition.
  2. F2. 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.
  3. F3. 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.
PSU settlement shares 6,046 shares Issued in settlement of 2023 performance share units on April 1, 2026
New RSU award 7,927 shares Restricted stock unit award granted April 1, 2026, vesting over three years
Shares withheld for taxes 5,509 shares Withheld by issuer for tax liabilities at $94.61 per share
Tax withholding price $94.61 per share Price used for shares withheld to cover tax liabilities
Post-transaction holdings 23,565 shares Common stock directly held by Monica Schwartz after April 1, 2026 transactions
Grant date April 1, 2026 Date of RSU grant and related compensation events
performance share units financial
"Shares issued in settlement of performance share units granted in 2023"
Performance share units are a type of company stock award given to employees that depend on the company meeting specific goals or targets. If these goals are achieved, the employee receives shares or the value of shares; if not, they may receive little or no compensation. This aligns employees’ interests with the company's success and encourages performance that benefits investors.
tax liabilities financial
"shares withheld by the Issuer for payment of tax liabilities incident"
restricted stock unit award financial
"Restricted stock unit award, granted on April 1, 2026, which will vest"
A restricted stock unit award is a promise by a company to give an employee a specified number of company shares at a future date if certain conditions are met, such as staying with the company or hitting performance goals. For investors, these awards matter because they can increase the total number of shares outstanding when converted, diluting existing holders, and they align employees’ incentives with shareholders’ interests much like giving a rising bonus that becomes real only after conditions are satisfied.
vesting financial
"will vest with respect to 1/3 of the shares subject thereto"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
withheld by the Issuer financial
"Represents shares withheld by the Issuer for payment of tax liabilities"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Form 4 Insider Transactions: What Each Field Means →

FAQ

What did BJ (BJ's Wholesale Club) executive Monica Schwartz report in this Form 4?
Monica Schwartz reported equity compensation transactions in BJ’s common stock. She received shares from vested performance share units, a new restricted stock unit grant, and had shares withheld by the company to cover related tax liabilities.

How many BJ shares did Monica Schwartz receive from vested performance share units?
She received 6,046 shares of common stock issued in settlement of performance share units granted in 2023. These units vested after the achievement of a defined performance condition, converting into actual BJ shares.

What are the terms of Monica Schwartz’s new restricted stock unit award at BJ?
She received a restricted stock unit award for 7,927 shares on April 1, 2026. This award will vest with respect to one-third of the shares on each of the first, second and third anniversaries of the grant date.

Why were 5,509 BJ shares disposed of in Monica Schwartz’s Form 4 filing?
The 5,509 shares shown as a disposition were withheld by BJ’s Wholesale Club to pay tax liabilities tied to the vesting of performance share unit, restricted stock unit and restricted stock awards, rather than being sold in the open market.

What is Monica Schwartz’s BJ shareholding after these Form 4 transactions?
After the reported transactions, Monica Schwartz directly holds 23,565 shares of BJ’s Wholesale Club Holdings common stock. This figure reflects the awarded shares and the shares withheld for tax obligations on April 1, 2026.

Do these BJ Form 4 transactions indicate an open-market buy or sell by Monica Schwartz?
The filing shows compensation-related grants and tax withholding, not open-market trades. Shares were issued from vested performance units and new restricted stock units, while withheld shares covered tax liabilities associated with those awards.
SEC Form 4
FORM 4UNITED 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).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
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 MASSACHUSETTS 01752
(City)(State)(Zip)
UNITED STATES
(Country)		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)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, CIDO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock04/01/2026A6,046(1)A$021,147D
Common Stock04/01/2026F5,509(2)D$94.6115,638D
Common Stock04/01/2026A7,927(3)A$023,565D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares issued in settlement of performance share units granted in 2023 which vested upon the achievement of the performance condition.
2. 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.
3. 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.
Remarks:
/s/ Joseph McGrail, Attorney-in-Fact04/03/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR