IPO registrations (S-1, F-1) · Registrants
BJ's Wholesale Club Holdings, Inc.
- SEC CIK
- 1531152 · filings on EDGAR ↗
- Former names
- Beacon Holding Inc. (2011–2017)
- Registration
- Form S-1, first filed 2018-05-17, last 2019-02-11; 3 initial registrations, 3 amendments
- Outcome
- Final prospectus filed 2018-06-28; declared effective 2018-06-27
- Industry (SIC)
- Retail-Variety Stores 5331
- Incorporated in
- DE
- Business address
- 350 CAMPUS DRIVE, Marlborough, MA 01752
- EIN
- 45-2936287
- Ticker
- BJ (NYSE)
- EDGAR entity type
- operating
- Insiders and CEO pay
- BJ's Wholesale Club Holdings, Inc. on the corporate pages
Offering terms
- Proposed price range
- $15.00–$17.00 per share (S-1/A filed 2018-06-25)
- Final price
- $17.00 per share, within the range (424B4 filed 2018-06-28, an initial public offering)
- Shares sold
- 37,500,000
- Gross proceeds
- $637,500,000 before underwriting discounts and any over-allotment option
- Listing
- NYSE under the symbol BJ
- Lead underwriters
- Merrill Lynch; Deutsche Bank; Goldman Sachs; J.P. Morgan
- Syndicate
- BofA Securities; Morgan Stanley; Citigroup; Jefferies; Wells Fargo; Nomura; Baird; Guggenheim Securities; Natixis; William Blair; Siebert Williams Shank
Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.
On this site
- Business registration: BJ's Wholesale Club Holdings, Inc. Fuzzy (name and state)
- Form D issuer: Beacon Holding Inc. EXACT (CIK (EXACT))
- SEC filer: BJ's Wholesale Club Holdings, Inc. EXACT (CIK (EXACT))
- Person page: Christopher H Peterson Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director))
- Person page: Laura L Felice Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Officer))
- Person page: Robert W Eddy Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director,Officer))
- Person page: Steven L Ortega Fuzzy (officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director))
Filings 13
| Filed | Form | What it is | Name as filed | EDGAR |
|---|---|---|---|---|
| 2018-05-17 | S-1 | S-1 (registration) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-166050 ↗ |
| 2018-06-01 | S-1/A | S-1/A (amendment) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-181035 ↗ |
| 2018-06-18 | S-1/A | S-1/A (amendment) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-194948 ↗ |
| 2018-06-25 | S-1/A | S-1/A (amendment) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-201661 ↗ |
| 2018-06-27 | EFFECT | EFFECT (declared effective) | BJ's Wholesale Club Holdings, Inc. | 9999999995-18-001637 ↗ |
| 2018-06-28 | 424B4 | 424B4 (final prospectus) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-207533 ↗ |
| 2018-09-24 | S-1 | S-1 (registration) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-281197 ↗ |
| 2018-09-26 | EFFECT | EFFECT (declared effective) | BJ's Wholesale Club Holdings, Inc. | 9999999995-18-002474 ↗ |
| 2018-09-27 | 424B4 | 424B4 (final prospectus) | BJ's Wholesale Club Holdings, Inc. | 0001193125-18-285789 ↗ |
| 2019-02-11 | S-1 | S-1 (registration) | BJ's Wholesale Club Holdings, Inc. | 0001193125-19-032591 ↗ |
| 2019-02-15 | EFFECT | EFFECT (declared effective) | BJ's Wholesale Club Holdings, Inc. | 9999999995-19-000294 ↗ |
| 2019-03-27 | EFFECT | EFFECT (declared effective) | BJ's Wholesale Club Holdings, Inc. | 9999999995-19-000533 ↗ |
| 2019-06-04 | EFFECT | EFFECT (declared effective) | BJ's Wholesale Club Holdings, Inc. | 9999999995-19-001257 ↗ |
Prospectus pages read 2
| Filed | Form | Read as | Range | Price | Shares | Proceeds | Listing | Underwriters | What was found | Document |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018-06-25 | S-1/A | registration statement | $15.00–$17.00 | 37,500,000 | - | NYSE BJ | 15 | primary document; range, shares headline, cover names 14 | document ↗ | |
| 2018-06-28 | 424B4 | final prospectus | $17.00 | 37,500,000 | $637,500,000 | NYSE BJ | 15 | primary document; price sentence, shares headline, proceeds table, cover names 14 | document ↗ |
Officers, directors and large holders Forms 3, 4 and 5
| Insider | Role | Title | Filings | Years | On this site |
|---|---|---|---|---|---|
| Baldwin Christopher J | Director; Director,Officer | CEO; President & CEO | 36 | 2018–2024 | |
| Beacon Coinvest LLC | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Breitner Cameron | Director | 1 | 2018 | ||
| Chande Nishad | Director | 1 | 2018 | ||
| CVC Beacon GP LLC | TenPercentOwner | 4 | 2018–2019 | ||
| CVC Beacon LP | TenPercentOwner | 4 | 2018–2019 | ||
| CVC European Equity V Ltd | TenPercentOwner | 4 | 2018–2019 | ||
| Delaney Lee | Director,Officer; Officer | EVP, Chief Commercial Officer; President; President & CEO | 20 | 2018–2021 | |
| Desroches Jeff | Officer | EVP, Chief Operations Officer; EVP, Club Operations Officer | 29 | 2018–2024 | |
| Eddy Robert W. | Director,Officer; Officer | EVP, Chief Fin. & Admin Off.; EVP, Chief Fin. & Admin. Off.; President & CEO | 79 | 2018–2026 | person page Fuzzy |
| Felice Laura L. | Officer | EVP, Chief Financial Officer; SVP, Controller | 27 | 2018–2026 | person page Fuzzy |
| Galashan John Kristofer | Director; Director,TenPercentOwner | 5 | 2018–2019 | ||
| GEI Capital V, LLC | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Glynn Caroline | Officer | SVP, Int'l Audit & Asset Prot. | 6 | 2018–2019 | |
| Green Equity Investors Side V, L.P. | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Green Equity Investors V, L.P. | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Green V Holdings, LLC | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Haegg Lars | Director | 1 | 2018 | ||
| Kessler Scott | Officer | EVP, Chief Information Officer | 27 | 2018–2023 | |
| Leonard Green & Partners, L.P. | Director,TenPercentOwner | 4 | 2018–2019 | ||
| LGP Associates V LLC | Director,TenPercentOwner | 4 | 2018–2019 | ||
| LGP MANAGEMENT INC | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Luce Graham | Officer | EVP, Secretary; SVP, Secretary | 36 | 2018–2026 | |
| Masood Rafeh | Officer | SVP & Chief Digital Officer | 10 | 2018–2020 | |
| Parent Kenneth M. | Director | 14 | 2018–2026 | ||
| PERIDOT COINVEST MANAGER LLC | Director,TenPercentOwner | 4 | 2018–2019 | ||
| Poulliot Brian | Officer | EVP, Chief Membership Officer; EVP, Chief Membrship Officer; EVP, Enterprise Analytics | 32 | 2018–2021 | |
| Saville Kirk | Officer | SVP, Corporate Communications | 11 | 2018–2019 | |
| SEIFFER JONATHAN A | Director; Director,TenPercentOwner | 6 | 2018–2019 | ||
| STADLER CHRISTOPHER J | Director | 1 | 2018 | ||
| Steele Robert Allan | Director | 15 | 2018–2026 | ||
| Sugrue Kristyn M. | Officer | SVP, Treasurer | 20 | 2018–2021 | |
| Werner William C. | Officer | EVP, Strategy & Development; SVP, Strat. Plan & Inv. Rel.; SVP, Strat. Planning & Anlys. | 45 | 2018–2026 | |
| Yin Tommy | Director,TenPercentOwner | 2 | 2018 | ||
| Werthauser Judith L. | Director | 6 | 2018–2022 | ||
| Peterson Christopher H | Director | 11 | 2018–2026 | person page Fuzzy | |
| Gloeckler Michelle J. | Director | 10 | 2019–2026 | ||
| Naylor Maile | Director | 10 | 2019–2026 | ||
| Kingsbury Thomas | Director | 5 | 2020–2022 | ||
| Cichocki Paul | Officer | EVP, Chief Commercial Officer; EVP, Mbmshp, Analyt/Bus Trnsfm | 13 | 2020–2026 | |
| Schwartz Monica | Officer | EVP, Chief Digital Officer; EVP, CIDO; SVP, Chief Digital Officer | 19 | 2020–2026 | |
| Brown Darryl | Director | 9 | 2021–2026 | ||
| McGrail Joseph | Officer | SVP, Controller | 19 | 2021–2026 | |
| Ortega Steven L | Director | 9 | 2023–2026 | person page Fuzzy | |
| Robinson Cathy Marie | Director | 6 | 2023–2026 | ||
| Harve Anjana | Officer | EVP, Chief Information Officer | 5 | 2023–2025 | |
| Burwick David A | Director | 4 | 2024–2026 | ||
| Schmadeke Scott | Officer | EVP, Chief Operations Officer | 4 | 2024–2026 | |
| Morningstar Timothy Pierce | Officer | EVP, Chief Growth Officer | 3 | 2025–2026 | |
| Reibling Stephanie Anne | Officer | See Remarks | 1 | 2026 |
Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.
Private offerings before or after (Form D)
| First filed | Issuer | Industry | Offering | Sold | Investors | Filings |
|---|---|---|---|---|---|---|
| 2015-11-04 | Beacon Holding Inc. | Retailing | Indefinite | $33,427,531 | 43 | 3 |
Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Business registration | BJ's Wholesale Club Holdings, Inc. | MA | State business registries | name and state |
| Form D issuer | Beacon Holding Inc. | CA | Form D private offerings | CIK (EXACT) |
| SEC filer | BJ's Wholesale Club Holdings, Inc. | SEC filers (EDGAR) | CIK (EXACT) | |
| Person page | Christopher H Peterson | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director) | |
| Person page | Laura L Felice | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Officer) | |
| Person page | Robert W Eddy | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director,Officer) | |
| Person page | Steven L Ortega | People (Form 990 officers, directors and employees) | officer, director or 10% owner on the company's Forms 3, 4 and 5 (Director) |
Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.
Others with the same interests
SIC industry Retail-Variety Stores, MA first:
- BJS WHOLESALE CLUB INC MA
- BRADLEES INC MA
- 99 CENTS ONLY STORES LLC CA
- PRICESMART INC CA
- Sunstock, Inc. CA
- Cencosud S.A. F3
- 99 CENT STUFF INC FL
- ASIAMART, INC. K3
- ODD JOB STORES INC OH
- FIVE BELOW, INC PA
In other datasets, the same topic (Retail) in MA:
- Form D issuer: 2 Pence Market, LLC (Form D private offerings)
Interests: Retail-Variety Stores · Retail