BJ's EVP (NYSE: BJ) has 485 shares withheld for RSU taxes

Rhea-AI Filing Summary

BJ's Wholesale Club Holdings, Inc. (BJ) reported an insider equity transaction by executive vice president and chief digital officer Monica Schwartz. On 2026-08-17, Schwartz had 485 shares of common stock withheld at $94.43 per share to pay tax liability arising from the vesting of restricted stock units. After this tax-withholding disposition, she directly holds 23,080 shares of BJ common stock.

Insider Trade Summary

Net Seller: 485 shares

Net Sell 1 txn

Insider Schwartz Monica

Role EVP, CIDO

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	485	$94.43	$46K

Holdings After Transaction: Common Stock — 23,080 shares (Direct)

Footnotes (1)

1. F1. Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of restricted stock units.

Key Figures

Shares withheld for tax liability: 485 shares Per-share value for withholding: $94.43 per share Shares owned after transaction: 23,080 shares

3 metrics

Shares withheld for tax liability 485 shares Common stock withheld on 2026-08-17 to cover tax from RSU vesting

Per-share value for withholding $94.43 per share Value applied to the 485 withheld BJ common shares

Shares owned after transaction 23,080 shares Direct BJ common stock holdings following the tax-withholding disposition

Key Terms

restricted stock units, tax liability, withheld

3 terms

restricted stock units financial

"incident to the vesting of restricted stock units."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax liability financial

"for payment of tax liability incident to the vesting"

withheld financial

"Represents shares withheld by the Issuer for payment"

FAQ

What insider transaction did BJ (BJ's Wholesale Club Holdings, Inc.) report for Monica Schwartz?

BJ reported that Monica Schwartz had 485 shares of common stock withheld to pay tax liability related to vested restricted stock units, leaving her with 23,080 directly held shares after the transaction.

Was the BJ (BJ) insider transaction a market sale or a tax withholding event?

The BJ insider transaction was a tax withholding event, not an open market sale. 485 shares were withheld by the company to cover tax liability from the vesting of restricted stock units.

How many BJ (BJ) shares does Monica Schwartz own after the reported Form 4 transaction?

After the reported transaction, Monica Schwartz directly owns 23,080 shares of BJ common stock. This figure reflects her holdings following the 485-share tax-withholding disposition tied to restricted stock unit vesting.

At what price were the BJ (BJ) shares valued for Monica Schwartz’s tax withholding?

The 485 shares withheld for Monica Schwartz’s tax liability were valued at $94.43 per share. This per-share value is used solely for the tax-withholding disposition related to vested restricted stock units.

What does transaction code "F" mean in the BJ (BJ) Form 4 for Monica Schwartz?

In the BJ Form 4, transaction code "F" indicates payment of tax liability by delivering or withholding securities. Here, 485 BJ shares were withheld to satisfy taxes from restricted stock unit vesting.

Is the BJ (BJ) insider transaction by Monica Schwartz under a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox is not affirmatively marked, and the footnote describes only a tax-withholding event for restricted stock units, not a pre-arranged trading plan.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/19/2026 - 04:16 PM Accepted by SEC EDGAR 08/19/2026 - 04:15 PM Learn about SEC filing dates

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).

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, CIDO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/17/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/17/2026		F		485(1)	D	$94.43	23,080	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. Represents shares withheld by the Issuer for payment of tax liability incident to the vesting of restricted stock units.

Remarks:

	/s/ Joseph McGrail, Attorney-in-Fact	08/19/2026
	** 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.
* Form 4: SEC 1474 (03-26)