Blue Bird SEC Filings

Phil Horlock, a director of Blue Bird Corporation (BLBD), reported transactions on 08/28/2025. The filing shows acquisition of 13,000 shares via a stock option exercise transaction coded M at an exercise price of $20.26 and a contemporaneous disposition of 13,000 shares sold at $59.02, reducing his directly held common stock from 253,766 to 240,766 shares. Table II reports a stock option with exercise price $20.26 covering 13,000 underlying shares exercisable as of 10/31/2021 and expiring 12/31/2026, leaving 13,578 shares of derivative securities beneficially owned after the transactions. The form is signed by an attorney-in-fact on 09/02/2025.

Insider sale notice for BLBD (Form 144) The filing notifies a proposed sale of 6,709 shares of common stock through Muriel Siebert & Co., with an aggregate market value of $390,000 and an approximate sale date of 09/02/2025 on NASDAQ. The shares were acquired via RSU vesting on 07/01/2025 (1,878 shares) and 07/02/2025 (4,831 shares). The filer also reported three recent open-market sales in the past three months totaling 20,700 shares for gross proceeds of $1,026,014.00. The filer certifies no undisclosed material adverse information.

Blue Bird Corp (BLBD) insider filing: Director Phil Horlock reported option exercises and open-market sales in mid-August 2025. On 08/15/2025 he exercised 21,129 stock options with an exercise price of $16.99 and sold 21,129 shares at $57.18. On 08/18/2025 he exercised another 21,129 options at $16.99 and sold 21,129 shares at $58.16. Following these transactions Mr. Horlock is reported to beneficially own 240,766 shares (direct).

Background detail in filing: the option awards referenced were originally scheduled to vest on 12/11/2019 but vesting was accelerated to 10/31/2021 upon Mr. Horlock's initial retirement. The Form 4 was signed by an attorney-in-fact on 08/19/2025.

Phil Horlock, a director of Blue Bird Corp (BLBD), reported offsetting transactions on 08/13/2025. He exercised 15,848 stock options with an exercise price of $16.99, receiving 15,848 shares and increasing his beneficial ownership to 256,614 shares. On the same date he sold 15,848 shares at $56.06, leaving 240,766 shares reported as beneficially owned after the sale. The Form 4 was signed by an attorney-in-fact on 08/15/2025.

Ted Scartz, SVP General Counsel of Blue Bird Corporation (BLBD), exercised vested stock options and completed a sale on 08/12/2025. The filing shows exercises of two vested tranches that produced 5,918 and 2,959 shares at an exercise price of $12.35 per share. The report also shows a sale of 8,877 shares at $55.22 per share. Following these transactions the reporting person’s beneficial ownership is reported as 48,769 common shares. The option award consisted of three equal annual tranches and this filing documents the exercise of the first two tranches, which vested on December 12, 2023 and December 12, 2024.

American Century Investment Management, American Century Companies and Stowers Institute report beneficial ownership of 2,267,131 shares of Blue Bird Corporation common stock, equal to 7.2% of the class. The cover pages show sole voting power for 2,206,388 shares and sole dispositive power for 2,267,131 shares, identifying the reporting persons and their joint disclosure of the position.

The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. It also notes that various clients advised by the investment adviser have rights to dividends or sale proceeds and that no single client advised by ACIM owns more than 5% of the class.

Blue Bird Corporation (BLBD) is the subject of a Form 144 notice reporting a proposed sale of 84,684 shares of common stock to be executed through Muriel Siebert & Co., Inc. on 08/13/2025 on NASDAQ, with an aggregate market value listed as $4,783,800.00. The filing shows these shares were acquired on 08/13/2025 via a stock option exercise, with cash used to pay the exercise price.

The form also lists recent sales during the past three months by the person for whose account the securities are to be sold (named as Phil Horlock), including sales on 06/10/2025 (8,860 shares, $363,614.00), 06/11/2025 (13,289 shares, $554,106.93), 06/12/2025 (14,875 shares, $615,527.50), and 08/08/2025 (30,000 shares, $1,800,000.00). The filing states the total number of shares outstanding as 31,703,044. The notice is a regulatory disclosure of a planned insider sale and does not itself provide commentary on company operations or forward guidance.

Blue Bird Corporation (BLBD) reported a Form 144 disclosing that 8,877 shares of common stock were sold through Muriel Siebert & Co. on 08/11/2025 for an aggregate market value of $490,187.94. The shares were acquired the same day by a stock option exercise and payment was made in cash to cover the exercise price. The filing states the transaction was executed through a broker and shows total shares outstanding of 31,699,259, making the sale about 0.028% of the outstanding common stock. The filer also certifies there is no undisclosed material information.

Phil Horlock, a director of Blue Bird Corporation (BLBD), reported a sale of company common stock on 08/08/2025. The Form 4 shows a transaction coded as a sale of 30,000 shares at a price shown as $60 per share, leaving the reporting person with 240,766 shares beneficially owned after the transaction. The Form 4 was signed by an attorney-in-fact, Matthew Meziere, on 08/11/2025.