Trade of the House

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BUY BJ · April McClain Delaney

BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)

E

Routine managed-account rebalancing

Signal score 26 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
0/32
Isolated decision, not a bulk rebalance
20/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
6/10
Member's own account
0/8
Committee chair or ranking member
0/8
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
0/8
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
0/6
Position size
0/3
Leveraged instrument (option)
0/3

A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.

It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.

The filing it came from

filed in 31 days Towards the 45-day statutory limit.

How this position ended

SoldHeldReturn vs S&P
05 Feb 2026 310 d -13.6% -35.4% part of the holding

Closed by the member. What the member did afterwards, for context. The strategy does not act on it: exiting when members disclose selling cost 6.50 points against holding the full twelve months.

Not in the strategy. Either this purchase falls outside the member's committee jurisdiction, or the security has no usable price history to trade against.

This filing disclosed 21 transactions in total, of which 3 share this trade date (01 Apr 2025).

Few other trades share this date, so this reads as a discrete decision rather than a portfolio sweep.

Filed 02 May 2025 · source PDF

Same day: IDXXPTC

Price

Entry
$119.29
05 May 2025
Latest
$92.71
12 Aug 2026
Since entry
-22.3%
price only

52-week range $83.82 – $107.34. The marker is the entry: the first market open after this filing became public.

BJ's Wholesale Club Holdings, Inc.

BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates membership warehouse clubs on the eastern half of the United States. The company offers groceries, fresh food, general merchandise, gasoline, and other ancillary services. It sells its products through its clubs; the BJs.com website; and its mobile app. The company was formerly known as Beacon Holding Inc. and changed its name to BJ's Wholes…

Market cap
$11.8B
1yr target
$103
+10.7% from $92.71
Analysts
20
buy
P/E
21.6
beta 0.19
SectorConsumer Defensive
IndustryDiscount Stores
Analyst range $79 – $120
Employees35,000
InstrumentST
Jurisdiction tags unclassified

https://www.bjs.com

Outside this member's committee jurisdiction (aerospace, agriculture, commodities, technology).

Expressing this with options

An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.

Loading chain…

Outcome

HeldThis tradeS&P 500Alpha
1m -6.7% +5.9% -12.6%
3m -9.6% +12.5% -22.2%
6m -23.9% +22.2% -46.0%
12m 1yr -20.9% +30.1% -51.1%
now 15.2 mo -22.3% +39.0% -61.3%
18m
24m
36m
48m
60m 5yr

Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 5 rows are blank because those windows have not closed yet: this trade was entered 05 May 2025, so anything longer than that is still running.

Other congressional trades in BJ

GradeDateMemberSideAmount
D 05 Mar 2026 April McClain Delaney sale $1,001 - $15,000
E 04 Mar 2026 April McClain Delaney sale partial $1,001 - $15,000
E 18 Feb 2026 April McClain Delaney sale partial $1,001 - $15,000
E 13 Feb 2026 April McClain Delaney sale partial $1,001 - $15,000
E 09 Feb 2026 April McClain Delaney sale partial $1,001 - $15,000
E 05 Feb 2026 April McClain Delaney sale partial $1,001 - $15,000
D 02 Feb 2026 April McClain Delaney sale partial $1,001 - $15,000
E 28 Jan 2026 April McClain Delaney sale partial $1,001 - $15,000
E 16 Oct 2025 April McClain Delaney purchase $1,001 - $15,000
D 15 Oct 2025 April McClain Delaney purchase $1,001 - $15,000
D 25 Aug 2025 April McClain Delaney purchase $1,001 - $15,000
E 10 Jul 2025 Lisa McClain sale $1,001 - $15,000
E 11 Jun 2025 Lisa McClain purchase $1,001 - $15,000
E 09 Apr 2025 April McClain Delaney purchase $1,001 - $15,000
E 04 Apr 2025 April McClain Delaney purchase $1,001 - $15,000
D 17 Mar 2025 April McClain Delaney purchase $1,001 - $15,000
D 14 Mar 2025 April McClain Delaney purchase $1,001 - $15,000
D 03 Mar 2025 William R. Keating sale $1,001 - $15,000
D 17 Mar 2021 William R. Keating purchase $1,001 - $15,000