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8-K ·Filed Oct 15, 2026

BJ

BJ's Wholesale Club Holdings, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed15d 6h ago SEC0001104659-26-116256
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine executive compensation and promotion, no read-through for operations or strategy. Monitor next quarterly filing for any update on the credit card interchange fee settlement proceeds.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled: T+5d ⚠ clustered
BJ ▲ +2.81% at T+5d
NEUTRAL call +2.81% · α vs SPY +3.24% · entry $102.95 → $105.84
Next anchor: T+20d in 12d
Latest observation: T+8 -0.45% FF3 residual α
Entry = T+0 close
Oct 15, 2026
via day close
T+1d
-0.33%
call -0.33% · α -0.75%
$102.61
settled 15d ago
T+5d
+2.81%
call +2.81% · α +3.24%
$105.84
settled 9d ago
T+20d
Pending
in 12d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

BJ's Wholesale Club filed an 8-K reporting one-time settlement awards to CFO Laura Felice ($250,000 cash) and EVP Bill Werner ($500,000 cash + $500,000 in RSUs) for their roles in credit card interchange fee litigation, and Werner's promotion to Chief Development Officer with a salary increase to $800,000. This is a routine executive compensation and promotion filing with no material financial impact on the company.

Key Facts

  • CFO Laura Felice received a one-time cash award of $250,000 for contributions to credit card interchange fee litigation settlement.
  • EVP Bill Werner received a one-time cash award of $500,000 and RSUs with a grant-date value of $500,000 vesting on the second anniversary.
  • Bill Werner was promoted to Executive Vice President, Chief Development Officer, effective October 8, 2026.
  • Werner's annual base salary was increased to $800,000 in connection with his expanded role.
  • Werner's existing employment agreement dated May 10, 2021 remains unchanged and in effect.

Financial Impact

Total one-time compensation of $1.25 million in cash and $500,000 in RSUs, immaterial relative to BJ's scale.

compensation expenseshare count (via RSUs)

Risk Factors

  • No material risks identified from this filing.

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-116256
Document: 0001104659-26-116256-index-headers.html0001104659-26-116256
Document: 0001104659-26-116256-index.html0001104659-26-116256
Document: 0001104659-26-116256.txt0001104659-26-116256
16 reports for BJ
Performance horizon
60% Hit rate @ T+1 3 of 5 directional calls Went positive at some point 5 of 5 best @ T+60▲ +6.93%Apr 13, 2026
Filters
Rows
Reports for BJ, sortable and filterable
TypeNow
Oct 23, 2026
7d ago
Institutional Cluster
NEUTRAL ★ 3/10
$105.84 $106.36▲ +0.49%▼ −0.22%$107.32 (+1.40%)
Oct 16, 2026
15d ago
Insider Cluster
BEARISH ★ 5/10
$102.61 $102.33▲ +0.27%▲ +0.61%$107.32 (−4.59%)
Oct 15, 2026
15d ago
144
NEUTRAL ★ 3/10
$102.95 $102.61▼ −0.33%▼ −0.75%$107.32 (+4.24%)
Oct 15, 2026
15d ago
8-K
NEUTRAL ★ 2/10
$102.95 $102.61▼ −0.33%▼ −0.75%$107.32 (+4.24%)
Oct 15, 2026
15d ago
8-K/A
NEUTRAL ★ 1/10
$102.95 $102.61▼ −0.33%▼ −0.75%$107.32 (+4.24%)
Oct 2, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$93.80 $95.62▲ +1.94%▲ +1.39%$107.32 (+14.41%)
Aug 26, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$90.49 $90.60▲ +0.12%▲ +0.35%$107.32 (+18.60%)
Aug 21, 2026
10w ago
8-K
BULLISH ★ 7/10
$96.42 $98.49▲ +2.15%▲ +2.44%$107.32 (+11.30%)
Jul 15, 2026
15w ago
144
NEUTRAL ★ 2/10
$93.07 $93.40▲ +0.35%▲ +1.34%$107.32 (+15.31%)
Jun 17, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$85.22 $83.82▼ −1.64%▼ −1.33%$107.32 (+25.93%)
Showing 10 of 16

US Market Status

Market Closed · Opens Mon (34h 30m)

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Report published Oct 15, 2026