BLBD Blue Bird Corp Insider Trading

Director Thau Daniel Mark bought 300 BLBD shares at $65.09 on 2026-05-19, increasing holdings to 8,696 shares (+3.6%)

Thau Daniel Mark purchased 300 shares at $65.09 for $19,527.00, bringing his stake to 8,696 shares. His prior four trades at Blue Bird Corp show a 90-day win rate of 3 of 4: purchases on 2025-12-04, 2025-05-28, and 2025-02-18 each delivered positive 90-day returns of -8.4%, +10.1%, and +18.4% respectively, while his 2024-12-09 buy returned -13.4% over 90 days. Across his broader cross-ticker trading history (4 prior buys), he has averaged 90-day returns of +16.0% with a 75.00% win rate. The current share price of $65.70 is -19.4% from the 52-week high of $81.51 but reflects +4.3% and +8.6% gains over the prior 30 and 90 days respectively. With a P/E of 15.64 and annual revenue growth of +9.9%, the company's fundamentals remain relatively stable, though this single transaction represents a modest increase to his existing 8,396-share position.

Director Thau Daniel Mark bought 400 shares of BLBD at $51.05, raising holdings to 6,099 shares post-transaction.

Thau Daniel Mark purchased 400 shares at $51.05 on 2025-12-04, a discretionary open-market transaction that increased his stake by 7.0% to 6,099 shares. His same-ticker history at BLBD shows mixed results: 2 of his 3 prior buys at this ticker achieved positive 90-day returns (+10.1% and +18.4%), suggesting selective timing acuity at this particular security, though his most recent buy on 2024-12-09 saw a -13.4% 90-day outcome. The current price of $51.27 sits -15.8% from the 52-week high, placing the purchase in a zone where the stock has declined materially over the prior quarter (-12.8% in 90 days). BLBD's fundamentals remain solid with $398.0M quarterly revenue, $36.5M net income, 9.9% annual revenue growth, and a modest P/E of 11.79, providing a reasonable backdrop for a director-level accumulation move.

Director Phil Horlock sells 42,258 shares of BLBD for $2,437,018.86 across two transactions at $57.18 and $58.16.

Phil Horlock, a director of Blue Bird Corp (BLBD), executed two separate sales totaling 42,258 shares for $2,437,018.86 on August 15 and August 18, 2025, reducing his holdings by 14.9% from 283,024 to 240,766 shares. The sales occurred near the 52-week high of $58.50, with the blended average price of $57.67 placing them within 1.4% of the peak, despite the stock's 33.4% surge over the prior 30 days and 45.5% over 90 days. Horlock's prior four measurable sales at BLBD all realized negative 90-day returns (ranging from -14.0% to -15.8%), establishing a pattern of well-timed exits at this ticker; this current sale at near-peak valuations aligns with that historical pattern. The company's fundamentals remain solid (18.9% annual revenue growth, P/E of 15.63, net income of $36,455,000.00), but the timing of the sale after sustained price appreciation and near the 52-week high warrants investor attention to whether the director's actions reflect view of valuation or simply portfolio rebalancing at an inflection point.

Director Phil Horlock sold 30,000 shares of BLBD at $60.00 for $1,800,000; stock now $54.69 as 90d return climbs +34.7%

Horlock sold 30,000 shares (11.1% of pre-transaction holdings) at $60.00 on 2025-08-08, reducing his stake to 240,766 shares. At $54.69 current price, the transaction price sits 1.2% below the 52-week high of $55.34. Over the 90 days following prior sells at BLBD, Horlock achieved a 90-day well-timed rate of 4 of 5 (80% positive timing at the 90-day mark), meaning his previous exits preceded stock declines. However, BLBD's fundamentals remain sound: $398.0M revenue, $36.5M net income, +18.9% annual revenue growth, and a P/E of 14.98, with the stock up +34.7% over 90 days and +21.7% over 30 days. The sale occurred near but not at the recent peak; whether this distribution of 11.1% of holdings reflects a systematic pattern or a discrete rebalancing event requires further monitoring given the company's positive growth trajectory.

CFO Razvan Radulescu sells 10,000 BLBD shares at $53.21; stock now at $55.34 (52-week high)

Razvan Radulescu, CFO of Blue Bird Corp, sold 10,000 shares (17.2% of his pre-transaction holdings) at $53.21 on 2025-08-07, reducing his stake from 58.2K to 48.2K shares. The stock has since risen to $55.34, which is the 52-week high, posting a +22.7% gain over 30 days and +45.9% over 90 days from the sale date. His cross-ticker track record shows 3 prior sells with an average 90-day return of +46.0%, though only 33.33% were well-timed (negative subsequent returns). At BLBD specifically, his timing track record is mixed: 2 of 3 prior sales preceded strong gains (2024-02-21 and 2024-02-22 with +81.0% and +75.8% 90-day returns respectively), while 1 sale preceded a decline (-18.7% on 2024-12-17). The current sale occurred as the stock reached its 52-week peak, departing from the well-timed pattern observed in his February 2024 sales at this ticker. Fundamentals remain solid: $398.0M quarterly revenue, $36.5M net income, +18.9% annual revenue growth, and 15.16 P/E ratio.

Director Thau Daniel Mark buys 400 shares of BLBD at $39.17 (May 28, 2025), increasing stake to 5,699 shares; stock +10.8% in 30 days.

Thau Daniel Mark purchased 400 shares at $39.17 on 2025-05-28, increasing his holdings to 5,699 shares—a 7.5% addition to his pre-transaction position. The purchase price sits 32.3% below the 52-week high of $57.87, reflecting substantial recent drawdown, while the stock has recovered 10.8% over the past 30 days and 11.5% over 90 days. His cross-ticker track record shows mixed timing outcomes (50% 90-day win rate, average 90-day return +2.5%), but his same-ticker history at BLBD is split: a February 2025 buy proved well-timed with +18.4% return at 90 days, while a December 2024 buy was poorly timed at -13.4%. The company's fundamentals are solid with $358.9M quarterly revenue, +18.9% annual growth, and a P/E of 11.42, suggesting the stock may have drawn his attention during the recent pullback. Investors should note this represents continued accumulation by a director at a discounted valuation, following a mixed pattern of execution timing at this specific ticker.

Director Thau buys 500 BLBD shares at $34.85; holdings rise 71.4% to 1,200 shares amid -39.2% YTD decline from peak.

Director Thau purchased 500 shares of Blue Bird Corp at $34.85 on 2025-02-18, increasing his total holdings by 71.4% from 700 to 1,200 shares. The purchase occurs while the stock trades at $35.18, down 39.2% from its 52-week high of $57.87 and down 14.1% over the preceding 30 days. Fundamentally, the company shows financial strength with $313.9M in quarterly revenue, $28.7M in net income, annual revenue growth of 18.9%, and a P/E of 10.44, suggesting the current depressed price may not reflect underlying earnings power. The director's cross-ticker track record shows 1 prior buy with a 30-day average return of +2.8%, while his single prior BLBD trade (a December 2024 buy) has not yet yielded measurable 90-day results, leaving limited evidence of timing accuracy specifically at this ticker.

CFO Radulescu sells 19.2K BLBD shares ($822.2K) at $42.89; retains 89.3K post-sale amid 30-day rally.

Radulescu, BLBD's CFO, sold 19,171 shares for $822,244.19 on 2024-12-17, reducing his holdings by -17.7% to 89,347 shares. The sale occurred 30-days into a +13.8% price rally and 90-days into a -19.8% decline, with the stock currently $42.75, -26.1% from its 52-week high of $57.87. His prior two sales at BLBD (Feb 21–22, 2024) each saw gains of 19.2–20.8% within 30 days and 75.8–81.0% within 90 days—neither well-timed against longer-term declines. Blue Bird's fundamentals show modest strength: $333.4M quarterly revenue, $28.7M net income, +18.9% annual growth, and a low P/E of 7.61. The CFO's sale during a recent price bounce, when his prior BLBD exits have coincided with subsequent advances, is factually a continuation of his historical pattern at this ticker.

Director Daniel Mark Thau purchases 700 BLBD shares at $39.18; stock now $40.01, down 30.9% from $57.87 high.

Director Daniel Mark Thau initiated a position of 700 shares at $39.18 on 2024-12-09, establishing a first holding in Blue Bird Corp. The purchase occurs at a price within the 52-week range but substantially below the recent peak of $57.87, with the stock currently trading at $40.01 and down 16.4% over the past 90 days. Blue Bird's fundamentals show solid recent performance: net income of $28.7M on quarterly revenue of $333.4M, paired with annual revenue growth of 18.9% and a low valuation multiple of 7.12 P/E. The initiation of a new director position in a capital-light business environment may warrant observation, though the modest position size ($27,426.00 total value) and lack of prior trading history for this insider limit the immediate signal strength.

CEO Phil Horlock sells 59,752 shares (59.8K) at blended $50.00, reducing stake by 16.6%

Phil Horlock, Chief Executive Officer of Blue Bird Corp, executed 2 separate sales on 2024-09-13 and 2024-09-16, totaling 59,752 shares (59.8K shares) for $2,987,331.20 ($3.0M) at a blended average price of $50.00. This reduces his post-transaction holdings to 299,812 shares (299.8K shares) from a pre-transaction level of 359,564 shares (359.6K shares). The sales occurred at prices near current levels ($50.19 current price; stock is -13.3% from 52-week high but +4.7% over 30 days). His prior trades at BLBD show a 0 of 3 well-timed rate on sells measured at 90 days—recent sales on 2024-08-26 and 2024-08-23 remain unmeasurable. Against his cross-ticker track record of a 0.00% well-timed rate across 8 prior sells, this sale adds incremental data but does not establish a pattern of prescient timing. The company reports strong fundamentals: annual revenue growth of +41.5%, net income of $28,711,000.00 ($28.7M), and a P/E of 16.30.