Blue Bird Corporation filings document formal disclosures for an independent school bus manufacturer with Bus and Parts operations. Its 8-K reports cover operating and financial results, Regulation FD materials, material agreements, capital-structure matters, director appointments and other governance events.
Proxy and annual meeting materials for Blue Bird describe shareholder voting matters, board structure, executive compensation, equity incentive plan amendments and common-stock award authorization. Recent filings also address acquisition-related governance arrangements, board election agreements and other public-company disclosures tied to its manufacturing business, securities structure and risk profile.
Blaufuss Mark reported acquisition or exercise transactions in this Form 4 filing.
Blue Bird Corp director Mark Blaufuss received an equity grant of 2,297 restricted stock units (RSUs). Each RSU represents the right to receive one share of Blue Bird common stock if vesting conditions are met, so this is a stock-based compensation award rather than a cash transaction.
The RSUs are scheduled to vest on March 31, 2027, with accelerated vesting if there is a change in control of the company or if his service ends due to death, disability, or completion of his board term. Shares will be issued upon vesting and the earlier of meeting minimum stock ownership guidelines, ending board service, or a change in control. Following this grant, Blaufuss directly holds 10,334 shares of common stock.
Blue Bird Corporation completed its acquisition of the remaining 50% interest in the Micro Bird joint venture on April 1, 2026, giving it full ownership of the business. The aggregate purchase price was $201,787,193, paid through a mix of cash and equity.
Blue Bird paid cash of $63,021,286 and issued equity valued at $138,765,907, represented by 2,702,180 Class A exchangeable shares in a Canadian subsidiary, each exchangeable one-for-one into Blue Bird common stock, plus a Special Voting Share. These exchangeable shares are unregistered, locked up for six months and then gradually released through April 1, 2029. The deal fully consolidates Micro Bird’s North American operations, and Blue Bird added Steve Girardin to its Board and created a new preferred Special Voting Share class to align voting and economic rights with common shareholders.
The Vanguard Group filed Amendment No. 3 to a Schedule 13G/A reporting 0 shares of Blue Bird Corp Common Stock. The filing states Vanguard disaggregated holdings after an internal realignment under SEC Release No. 34-39538, and confirms no sole or shared voting or dispositive power over Blue Bird common stock.
The filing lists Blue Bird Corp's principal executive offices at 3920 Arkwright Rd, Suite 200, Macon, GA 31210, and is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Blue Bird Corporation held its annual meeting of stockholders, where shareholders approved an amended and restated 2015 Omnibus Equity Incentive Plan and several governance proposals. The plan increases the common shares reserved for awards from 5,200,000 to 6,100,000 and extends its term to November 21, 2035, while also raising the cap on full-value awards from 2,500,000 to 3,400,000. Shareholders elected two Class III directors to terms ending at the 2029 meeting, approved officer liability limitations under Delaware law, endorsed executive pay on an advisory basis, chose an annual say‑on‑pay vote, and ratified BDO USA, P.C. as auditor for fiscal 2026. Turnout was high, with 28,252,219 of 31,617,002 eligible shares, or 89.35%, represented.
Blue Bird Corp Chief Operating Officer Jeffrey Scott Sanfrey exercised stock options and sold shares. On March 4, 2026, he converted 5,192 options into 5,192 common shares at $12.35 per share, then sold 5,192 shares at a weighted average price of $58.54, leaving 39,011 shares directly owned.
Blue Bird Corp Chief Financial Officer Razvan Radulescu reported an open-market sale of common stock. On February 19, 2026, he sold 3,925 shares of Blue Bird common stock at an average price of $60.98 per share. After this transaction, he directly owned 42,255 shares of common stock.
Blue Bird Corp (BLBD) officer Razvan Radulescu’s notice lists 3,925 common shares for sale, with an aggregate market value of $239,347 and an approximate sale date of February 19, 2026. The shares were acquired through RSU vesting from the issuer on December 12, 2025. The notice also reports prior sales of 7,984 shares on December 10, 2025, for gross proceeds of $402,346, and 7,006 shares on December 17, 2025, for gross proceeds of $361,343.
Blue Bird Corporation has signed a definitive agreement to acquire Girardin Group’s 50% stake in the Micro Bird joint venture, giving it full ownership for approximately $200 million, with 30% paid in cash and 70% in stock and exchangeable shares. Blue Bird will also buy Micro Bird’s Plattsburgh, New York manufacturing facility and related real estate for about $16.5 million, consolidating North American production and supporting Buy America–compliant shuttle buses.
The company expects the deal to be immediately accretive, with estimated diluted EPS increasing by 8.2% in 2026 and 9.2% in 2027. Pro forma, Blue Bird targets around $1.9 billion of revenue and $250 million of Adjusted EBITDA in fiscal 2026, and a long‑term path toward $2.5 billion of revenue and 15%+ Adjusted EBITDA margins.
Blue Bird Corporation received a Schedule 13G reporting that American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research together beneficially own 1,792,771 shares of Blue Bird common stock, representing 5.6% of the class as of December 31, 2025.
The reporting persons have sole voting power over 1,760,645 shares and sole dispositive power over 1,792,771 shares, with no shared voting or dispositive power. They state the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Blue Bird.