Thau Daniel Mark

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 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.

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.