Daily notes / October 15, 2026

Robert W. Eddy reported a sale of BJ's Wholesale Club shares

Written by a model from the facts OQRO holds and checked against them, sentence by sentence of October 15, 2026. Published October 17, 2026. 4 min read.

High view of the New York Stock Exchange trading floor with its steel trusses, hanging screens, trading posts, flags and a crowd of traders below, and an NYSE banner on the far wall. — The New York Stock Exchange trading floor. Photo: Carol M. Highsmith, Public domain (donated by the photographer to the Library of Congress; no known restrictions). Original

The short answer

Robert W. Eddy, President & CEO, reported selling 100,900 BJ's Wholesale Club shares at $102.61 each on Oct 14, 2026, in an open-market transaction valued at about $10.4M. The Form 4 was filed on Oct 15, 2026. Other records around the filing include an executive-related Form 8-K and a reported derivative-security exercise on the transaction date.

What did Robert W. Eddy report?

The SEC Form 4 reports an open-market sale by Robert W. Eddy, President & CEO, CEO, of 100,900 shares of BJ's Wholesale Club (BJ) at $102.61 each. The reported value was about $10.4M.

The transaction date was Oct 14, 2026. The Form 4 was filed on Oct 15, 2026, 1 day later.

What other transactions and filings are in the record?

A filing by the same person also reports an exercise or conversion of derivative securities, with transaction code M or C, dated Oct 14, 2026: CEO exercised or converted 172K BJ derivative securities.

BJ's Wholesale Club filed a Form 8-K on Oct 15, 2026, 1 day after the transaction. OQRO classifies the filing as reporting a change to a top executive or board member. The company's opening sentence refers to settlement awards connected with the previously disclosed settlement of credit card interchange fee litigation in which BJ's Wholesale Club Holdings, Inc. was a plaintiff, and says the settlement was on September 22, 2026. Read the Form 8-K of Oct 15, 2026 for the filing itself.

How does the sale compare with other reported activity?

In the 365 days to Oct 15, 2026, OQRO holds 26 other open-market sales by Robert W. Eddy, about $23.2M in total, all 26 at BJ's Wholesale Club. It also holds 1 open-market purchase by this person in that period, about $515K.

For BJ's Wholesale Club, 16 other open-market sales, about $19.5M by 4 insiders, were filed in the 90 days to Oct 15, 2026. In the 365 days before that, 27 were filed, about $19.9M, an average of 6.7 per 90 days.

The largest other filings of this kind in the period included Timothy Pierce Morningstar, EVP, Chief Growth Officer, about $457K on Oct 2, 2026 and William C. Werner, EVP, Strategy & Development, about $285K on Oct 2, 2026.

What was happening around the transaction date?

BJ closed at $103.39 on Oct 14, 2026, the last session on or before the transaction date. From Sep 14, 2026 to Oct 14, 2026, the close moved from $95.31 to $103.39, a change of +8.5%. These price figures are context; the filing does not explain the move.

Press coverage listed by Finnhub included “Our BJ’s Wholesale Club Pick Is Playing Out. The Stock Has More Upside.”, published by Yahoo on Oct 16, 2026; “A Head Start on Holiday Savings: BJ’s Wholesale Club Kicks Off Early Black Friday on October 23”, published by Yahoo on Oct 15, 2026; and “BJ’s Wholesale Club Surprises More Than 30,000 Hourly Employees With $25 Million in Gift Cards”, published by Yahoo on Oct 14, 2026.

Other records include 4 new or larger positions and 4 smaller or closed positions in BJ's Wholesale Club in fund 13F filings recorded in the 90 days to Oct 15, 2026. FINRA short interest for BJ on the settlement date of Sep 30, 2026 was 10,568,168 shares, +7.87% on the previous report, about 5.82 days of average volume. In 13F filings for the quarter ended Jun 30, 2026, Capital International Investors increased its position to 513,644 shares and Fiduciary Management Inc increased its position to 298,758 shares; First Citizens Bank & Trust Co and Menora Mivtachim Holdings Ltd. sold out. A 13F is a quarter-end snapshot with no trade date.

What this does not tell you?

A Form 4 reports a transaction; it does not say why it was made. The filing's footnote mentions a planned or automatic transaction, but the available facts do not establish which circumstances applied. Some purchases and sales follow trading windows or pre-arranged plans, and OQRO notes a plan only when a filing footnote says so.

The trade was made 54 days after the company's results announcement of Aug 21, 2026 (8-K Item 2.02). Of the 23 open-market sales, counted once per person and day, that OQRO holds for BJ's Wholesale Club insiders in the 455 days to Oct 15, 2026, 8 were made within 30 days after a results announcement. These comparisons use only filings OQRO holds.

An 8-K item says what the company reported, not what it means for the share price. Headlines are listed as published by the outlets; OQRO has not checked them and does not summarize the articles. Other news can move a price, and the filing does not explain price moves. This describes public filings and is not investment advice.

Sources

A model wrote this page from the facts OQRO holds; every number, date, name and link in it was checked against those facts before publication, and a text that failed the check was not published. It describes what was filed, not why, and it is not investment advice. How OQRO treats data