Welcome to our dedicated page for Blue Bird SEC filings (Ticker: BLBD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Blue Bird Corporation has outlined the agenda for its 2026 Annual Meeting of Stockholders, set for March 11, 2026 at its Macon, Georgia headquarters. Holders of 31,617,002 shares of common stock as of January 15, 2026 may vote.
Stockholders will elect two Class III directors (Douglas Grimm and Dan Thau) to terms ending in 2029. They will also vote on an amended and restated 2015 Omnibus Equity Incentive Plan that increases the share reserve from 5,200,000 to 6,100,000 shares, with 3,400,000 shares available for full value awards such as RSUs.
The agenda includes a charter amendment to add Delaware-style officer exculpation, an advisory “say‑on‑pay” vote on executive compensation, an advisory vote on how often to hold future say‑on‑pay votes (the Board favors annually), and ratification of BDO USA, P.C. as independent auditor for fiscal 2026.
Blue Bird Corporation’s Chief Financial Officer reported an options exercise and share sale. On December 17, 2025, the officer exercised stock options to acquire a total of 7,006 shares of common stock at an exercise price of $12.35 per share, through two transactions of 3,503 shares each. That same day, 7,006 shares of common stock were sold at a weighted average price of $51.58 per share under a pre-arranged Rule 10b5-1 trading plan, with sale prices ranging from $51.55 to $51.64. After these transactions, the officer directly beneficially owned 46,180 shares of Blue Bird common stock.
Blue Bird Corp's Chief Operating Officer reported a routine tax-related share withholding. On December 12, 2025, 549 shares of common stock, par value $0.0001 per share, were disposed of at $50.36 per share under transaction code F. According to the explanation, these shares were withheld to satisfy payroll tax withholding obligations related to restricted stock units that vested on that date.
After this withholding transaction, the officer directly beneficially owns 39,011 shares of Blue Bird common stock.
Blue Bird Corp’s SVP General Counsel reported an insider equity transaction. On December 12, 2025, 626 shares of common stock were withheld at $50.36 per share to satisfy payroll tax withholding obligations tied to restricted stock units that vested on that date.
After this tax-related withholding, the officer directly beneficially owned 59,910 shares of Blue Bird common stock. The filing indicates this is a form filed by one reporting person in the capacity of an officer.
Blue Bird Corp reported an insider transaction by its Chief Financial Officer on Form 4. On December 12, 2025, 2,907 shares of common stock were used in a transaction coded “F” at a price of $ 50.36 per share.
The filing explains that these shares were withheld to satisfy payroll tax withholding obligations tied to restricted stock units that vested on that date. After this tax-related share withholding, the officer directly beneficially owns 46,180 shares of Blue Bird common stock.
Blue Bird Corp reported an insider stock sale by a director. On 12/12/2025, the director sold 7,040 shares of common stock at $50.5 per share and a further 8,341 shares at $50.35 per share.
After these transactions, the director directly beneficially owned 233,726 shares following the first sale and 225,385 shares following the second sale.
Blue Bird Corporation files its annual report describing a leading position in the North American school bus market and expanding alternative-fuel offerings. In fiscal 2025 it sold 9,409 Type C and D buses worldwide, with 7.0% of net sales from parts. Management estimates Blue Bird sold about 64% of all alternative powered U.S. and Canadian school buses from 2015–2025, including 5,275 propane, gasoline and electric buses in 2025 and 901 electric units, and has now delivered over 2,000 electric buses.
The company highlights government support such as the EPA’s $5 billion Clean School Bus Program and notes more than 1,400 combined orders tied to the first three CSBP rounds and the Clean Heavy Duty Vehicle Program. Blue Bird was selected for an approximate $80 million DOE grant to convert a former facility into a multi-powertrain bus plant, now under administrative review, while it increases its own planned investment. The report also details strong dealer relationships, key single-source suppliers, unionization of over 1,580 employees, and risks from supply chain disruptions, public health crises, military conflicts and municipal budget cycles.
Blue Bird Corporation filed a current report announcing plans to present its fiscal 2025 fourth quarter and full-year financial results via a live webcast on November 24, 2025. The webcast is scheduled to begin at approximately 4:30 p.m. Eastern Time and will feature remarks from Chief Executive Officer John Wyskiel, Chief Financial Officer Razvan Radulescu, and other company leaders.
The webcast can be accessed through the investor relations page of Blue Bird’s website and will be available for replay about three hours after it concludes. The replay will remain accessible for at least 12 months. Detailed financial results are provided separately in a press release attached as an exhibit.
Blue Bird Corp (BLBD) reported an initial statement of beneficial ownership for its Chief Operating Officer as of 10/22/2025. The officer beneficially owns 30,836 shares of common stock, which includes 13,500 RSUs that convert to one share each upon vesting.
RSU tranches vest on 12/12/2025 (843 and 844), in two equal installments on 12/06/2025 and 12/05/2026 (2,311 each), and in three equal installments on 12/02/2025, 12/01/2026, and 11/30/2027 (2,373 and 4,818), with certain tranches subject to downward adjustment tied to Management Incentive Performance bonus payouts. The filing also lists a stock option for 5,192 shares at $12.35, exercisable starting 12/12/2025 and expiring 12/12/2032.
Blue Bird Corporation approved the termination of its Clean Bus Solutions joint venture with Generate Capital and began winding down the entity, with dissolution to follow after obligations are completed. The partners held equal ownership, and the venture aimed to offer electrification-as-a-service using electric school buses. Blue Bird invested $1,678,934 in aggregate capital through the date of termination and stated it does not expect a material adverse effect on its future financial condition, results, or cash flows.
In connection with the original agreement, Generate Capital received warrants to purchase 1,000,000 shares at $25.00 per share with a five-year exercise period. Separately, the Board designated Jeff Sanfrey as an executive officer, continuing as Chief Operating Officer with responsibility for Manufacturing, Material Planning, Logistics, Quality, and Lean Transformation. His compensation includes a $416,000 base salary, MIP target of 65% of salary, and LTIP structured with RSUs subject to service and performance conditions.