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BJ’s Wholesale Club Holdings, Inc. filings document the company’s public reporting as a New York Stock Exchange-listed operator of membership warehouse clubs. Form 8-K reports disclose operating results and financial condition, including comparable club sales, membership fee income, digitally enabled sales, club and gas-station openings, and capital spending tied to the warehouse club and distribution network.
Proxy and governance filings cover annual meeting procedures, shareholder voting, common stock voting rights, board and executive governance matters, and amendments to the company’s certificate of incorporation, including officer exculpation provisions permitted under Delaware law.
BJ's Wholesale Club Holdings, Inc. EVP and Chief Growth Officer Timothy Pierce Morningstar reported equity compensation and related tax withholding transactions in company common stock.
He received 10,884 shares issued upon vesting of performance share units granted in 2023, and a new restricted stock unit award of 12,551 shares granted on April 1, 2026, which will vest in three equal annual installments. To cover tax liabilities from vesting of equity awards, 10,996 shares were withheld by the company. Following these transactions, he directly holds 53,652 shares of common stock.
BJ's Wholesale Club Holdings EVP of Strategy & Development William C. Werner reported stock-based compensation activity involving common stock. He acquired 7,860 shares issued upon settlement of performance share units granted in 2023 after meeting performance goals, and separately received a new 6,870-share restricted stock unit award.
To cover tax liabilities from vesting of performance and restricted stock awards, 7,495 shares were withheld by the company at a price of $94.61 per share instead of being delivered as stock. These events reflect equity compensation and related tax withholding rather than open-market buying or selling, and he continues to hold a substantial direct stake in the company.
BJ's Wholesale Club Holdings, Inc. executive Scott Schmadeke, EVP and Chief Operations Officer, reported equity compensation changes in the company’s common stock. He received 2,569 shares issued upon vesting of 2023 performance share units and a new 8,191-share restricted stock unit award granted on April 1, 2026, which will vest in three equal annual installments. The company also withheld 4,883 shares at $94.61 per share to cover tax liabilities tied to vesting, a non-market disposition. Following these compensation-related transactions, he directly holds 36,971 shares of common stock.
BJ's Wholesale Club Holdings, Inc. executive Paul Cichocki reported equity compensation and related tax withholding in company stock. He received 16,326 common shares issued in settlement of performance share units granted in 2023 that vested based on achieving performance goals. The company withheld 16,099 shares at $94.61 per share to cover tax liabilities tied to vesting of performance share unit, restricted stock unit, and restricted stock awards. He also received a new restricted stock unit award of 15,854 shares granted on April 1, 2026, scheduled to vest in equal thirds on each of the first three anniversaries of the grant date. Following these transactions, he directly holds 105,236 shares of common stock.
BJ's Wholesale Club Holdings EVP and CFO Laura L. Felice reported equity compensation adjustments, not open-market trading. On April 1, 2026, she received 10,279 shares of common stock issued in settlement of performance share units granted in 2023 that vested upon achieving their performance condition.
On the same date, a restricted stock unit award of 13,740 shares was granted, scheduled to vest in three equal annual installments on the first, second, and third anniversaries of the grant date. Separately, 11,225 shares were withheld at $94.61 per share to cover tax liabilities tied to vesting of equity awards, which is a non-market, tax-withholding disposition rather than a sale.
After these transactions, Felice directly held 92,868 shares of BJ's Wholesale Club Holdings common stock. In addition, 16,522 shares were reported as indirectly held through a grantor retained annuity trust.
BJ's Wholesale Club Holdings, Inc. President & CEO Robert W. Eddy reported equity-based compensation activity in company stock. He received 48,376 shares of common stock issued in settlement of performance share units granted in 2023 after performance conditions were achieved, and a new restricted stock unit award of 54,962 shares granted on April 1, 2026 that will vest in three equal annual installments.
To cover tax liabilities related to vesting of performance and restricted stock awards, 49,137 shares were withheld by the company at a price of $94.61 per share, which is a tax-withholding disposition rather than an open-market sale. Following these transactions, he holds 259,368 shares directly and an additional 2,000 shares indirectly through dependent children.
BJ's Wholesale Club Holdings Inc received an Amendment No. 7 to a Schedule 13G/A filed by The Vanguard Group reporting 0 shares beneficially owned, representing 0% of common stock as shown in the amendment dated 03/13/2026. The filing explains an internal realignment on 01/12/2026 that disaggregated certain Vanguard subsidiaries and business divisions, which now report separately; the form is signed on 03/26/2026.
BJ’s Wholesale Club Holdings, Inc. operates 263 membership warehouse clubs and 199 gas stations across 21 U.S. states, concentrated in the eastern half of the country. The business focuses on groceries, fresh food, general merchandise and gasoline, supplemented by services like optical, tires and travel.
The company serves over 8 million paying members through two tiers: Club memberships at $60 and Club+ at $120 per year, with higher rewards and fuel discounts for premium and co-branded Mastercard members. Private label brands Wellsley Farms and Berkley Jensen represent about 27% of net sales excluding gasoline and support margins.
BJ’s emphasizes omnichannel shopping via its website and mobile app, including buy-online-pickup-in-club, curbside, same-day delivery and ExpressPay. Key risks highlighted include macroeconomic pressure on consumer spending, intense competition with other warehouse clubs and retailers, supply chain disruptions, cybersecurity threats, regulatory compliance and execution risks in new club growth and digital initiatives.
BJ’s Wholesale Club Holdings reported solid fourth-quarter and full-year fiscal 2025 results, with steady growth in sales, earnings, and membership strength. Fourth-quarter net sales rose to $5.45 billion and EPS reached $0.96, helped by 1.6% comparable club sales growth and strong digital demand.
For fiscal 2025, net sales increased to $20.96 billion and net income grew to $578.4 million, or $4.38 per diluted share. Membership fee income climbed to $499.8 million and adjusted EBITDA reached $1.16 billion. The company opened 7 new clubs and 7 new gas stations and generated $1.03 billion in operating cash flow while repurchasing $252.4 million of stock.
Looking to fiscal 2026, BJ’s expects comparable club sales excluding gasoline to grow 2.0%–3.0%, with adjusted EPS between $4.40 and $4.60. It plans about $800 million in capital expenditures, mainly to fund new clubs and distribution network investments, while maintaining low leverage with net debt at 0.4x adjusted EBITDA.
BJ's Wholesale Club Holdings EVP and CFO Laura L. Felice sold 8,400 shares of common stock in an open-market transaction. The shares were sold at an average price of $104.95 per share on February 17, 2026. After this sale, she directly holds 80,074 common shares and has an additional 16,522 shares reported as indirectly owned through a grantor retained annuity trust.