Form 4: BJ's Wholesale CIDO Granted 15,436 Restricted Stock Units

BJ's Wholesale Club Holdings, Inc. EVP and CIDO Monica Schwartz was granted 15,436 restricted stock units, which are set to vest in August 2027.

Summary

• Monica Schwartz, Executive Vice President and Chief Information and Digital Officer (EVP, CIDO) of BJ's Wholesale Club Holdings, Inc., was granted 15,436 Restricted Stock Units (RSUs).
• Each RSU represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. common stock.
• The RSU award was granted on August 27, 2025.
• The RSUs will vest on August 17, 2027, contingent upon the satisfaction of certain performance conditions as of the vesting date.

Sentiment

Score: 6

Explanation: Slightly positive, as it indicates executive retention and alignment of interests with shareholders, which is generally viewed favorably. No significant negative implications are present.

Positives

• The grant of 15,436 Restricted Stock Units aligns the executive's long-term interests with those of shareholders, promoting retention and performance.
• RSU awards are a common form of executive compensation, indicating standard corporate governance practices for incentivizing key personnel.

Negatives

• No direct negatives are present in this routine executive compensation disclosure.

Risks

• The vesting of the 15,436 RSUs is subject to the satisfaction of certain performance conditions, meaning the full award is not guaranteed if these conditions are not met by August 17, 2027.

Future Outlook

The granted Restricted Stock Units are scheduled to vest on August 17, 2027, contingent on the achievement of specified performance conditions.

Industry Context

The grant of Restricted Stock Units to a key executive like the CIDO is a standard practice in the retail and wholesale industry, used to attract, retain, and incentivize top talent by aligning their compensation with the company's long-term performance and shareholder value creation.

Comparison to Industry Standards

• RSU grants are a widely adopted form of long-term incentive compensation across various industries, including retail and consumer goods, comparable to practices at companies like Costco Wholesale Corporation or Walmart Inc. for their senior executives.
• The inclusion of performance conditions for vesting is also a common mechanism to ensure that executive compensation is tied directly to company achievements and strategic objectives, a practice seen in many S&P 500 companies.

Stakeholder Impact

• Shareholders: The RSU grant aligns executive incentives with shareholder value creation, potentially leading to improved long-term performance.
• Employees: May signal stability in executive leadership and a commitment to long-term strategic goals.

Next Steps

• The RSUs will be held by Monica Schwartz until the vesting date of August 17, 2027.
• The company will assess the satisfaction of performance conditions prior to the vesting date.

Key Dates

Keywords

BJ's Wholesale Club, Restricted Stock Units, RSU, Executive Compensation, Monica Schwartz, Form 4, Equity Grant, Corporate Governance