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EdgarHawk

Ortega Steven L

Director

Director
3 filings analyzed · 1 company · Latest 2025-08-28

Companies

Company Buys Sells Direction
BJ's Wholesale Club Holdings, Inc. BJ 3 0 Net buying

Activity

August 2025
Buy
2,080 shares
$199,867
Significance 5/10

Director Steven L Ortega bought 2,080 shares of BJ at $96.09; stock down 19.3% from 52-week high.

Director Steven L Ortega purchased 2,080 shares at $96.09, increasing his holdings by 20.2% from 10,303 to 12,383 shares. The purchase occurs as BJ trades at $96.79, down 19.3% from its 52-week high of $119.94 and down 7.8% over the prior 30 days. Ortega's cross-ticker track record shows modest historical results (2 prior buys averaging +2.5% 30-day and +1.6% 90-day returns), while his BJ-specific history is mixed: a May 2025 buy declined 1.0% at 30 days and 16.8% at 90 days, though an earlier September 2024 buy gained 6.0% at 30 days and 20.0% at 90 days. The company's fundamentals remain solid with $5.4B in quarterly revenue and a 22.05 P/E ratio, providing context for the valuation at which this buy occurs.

May 2025
Buy
1,740 shares
$199,404
Significance 7/10

Director Steven L Ortega buys 1,740 shares of BJ at $114.60; holds mirrored prior buy with identical 90d +20.0% return.

Director Steven L Ortega purchased 1,740 shares of BJ's Wholesale Club Holdings, Inc. at $114.60 on 2025-05-27, increasing his holdings from 6,901 to 8,641 shares (+25.2%). This open-market buy is noteworthy because Ortega has a prior purchase at this ticker on 2024-09-16 that matched his cross-ticker average with a 90-day return of +20.0%, and that prior trade proved well-timed. Ortega's cross-ticker track record shows 1 prior buy with an average 90-day return of +20.0% and a 100% win rate, establishing a pattern of purchases that preceded material gains. The current stock price of $111.04 is -7.4% from the 52-week high of $119.94, and Ortega is buying within a 90-day window showing +9.7% appreciation, suggesting he is accumulating at a relatively attractive point in the recent uptrend rather than at sector peaks.

September 2024
Buy
2,455 shares
$199,493
Significance 5/10

Director Ortega Steven L purchases 2,455 shares of BJ at $81.26, raising stake 55.2% to 6,901 shares

Director Ortega Steven L purchased 2,455 shares at $81.26 on 2024-09-16, expanding his holdings by 55.2% to 6,901 shares and investing $199,493.30. The purchase occurred when BJ traded at $81.26, which is now -12.6% from its 52-week high of $91.38 and -7.8% below the 30-day average, placing the stock in a relative pullback. The company supports this activity with solid fundamentals: $5.2B in quarterly revenue, $145.0M net income, and a P/E of 20.27 on a $10.6B market cap. The transaction represents a material increase in the director's personal exposure to the company, observable as a discrete open-market purchase without reference to prior insider trading patterns at this ticker.

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