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Dan Thau

Director at Blue Bird
Board

About Dan Thau

Independent Class III director of Blue Bird Corporation since May 19, 2023; age 34. Currently CFO of ACES (ABA therapy provider) since June 2024; previously Vice President at American Securities LLC (joined 2015) and analyst at Goldman Sachs (Financial Institutions Group, New York; Israel Group, Tel Aviv). Education: B.S. in Economics, Wharton; M.B.A., Harvard Business School. Independence affirmed by the Board; Class III term expires at the 2026 Annual Meeting.

Past Roles

OrganizationRoleTenureCommittees/Impact
ACESChief Financial OfficerSince June 2024Finance executive; no BLBD committee role attached to ACES
American Securities LLCVice President2015–2024 (prior to ACES)PE investing background; interlock context at BLBD with Kevin Penn
Goldman SachsAnalyst (FIG, Israel Group)Prior to 2015Capital markets/financial institutions experience

External Roles

OrganizationRolePublic Company?Notes
ACESCFONo (not disclosed as public)Healthcare services; unrelated to school bus manufacturing
American Securities LLCVice President (former)NoPE firm previously >5% BLBD holder via ASP BB Holdings LLC

Board Governance

  • Independence: Board determined all directors except CEO Philip Horlock are independent; Thau is independent.
  • Committees: Member, Audit Committee (with Blaufuss—Chair, and Hightower); Audit met 5 times in FY2024.
  • Attendance: All directors attended 75%+ of Board and applicable committee meetings in FY2024; all directors attended the 2024 Annual Meeting (in-person or teleconference).
  • Leadership: No lead independent director; Chairman is Douglas Grimm; CEO and Chair roles are separated.

Fixed Compensation

ComponentFY2024 AmountNotes
Annual cash retainer$75,000Standard for directors effective FY2024; paid quarterly
Committee chair fees$0Thau is not a chair; Audit Chair receives $15,000; other chairs $7,500
Meeting fees$0Not disclosed/none
RSU equity grantThau received no FY2024 stock awards; policy provides $75,000 RSUs for directors and $100,000 for Chairman effective April 1 annually
All Other Compensation$75,000Cash paid in lieu of stock award; assigned to American Securities through June 29, 2024
Total FY2024$150,000Sum of cash and other compensation
  • Compensation transition: Following American Securities’ divestment, Penn and Thau began being compensated like other directors effective June 30, 2024 (i.e., eligible for RSUs going forward).

Performance Compensation

ElementStructureVestingNotes
Director RSU program$75,000 grant value (Chair: $100,000)12 months; settles on vest date beginning FY2025RSUs granted April 1; Thau had no RSU award recorded for FY2024
Performance metricsN/A for directorsN/ADirector equity not tied to operating metrics; time-based vesting

Beginning FY2025, director RSUs settle on the vesting date; prior awards settled at service termination or change-in-control.

Other Directorships & Interlocks

RelationshipDetailsPotential Conflict Considerations
American Securities (ASP BB Holdings LLC)BLBD paid $3.2M offering expenses for ASP BB in two secondary offerings (Dec 2023, Feb 2024); Penn and Thau disclaim any direct or indirect material interest. Historical related-party exposure via major shareholder; Board disclosed and directors disclaimed interest.
LightSource Labs (Spencer Penn, son of Kevin Penn)3-year software license: $167,230; Audit Committee reviewed arms-length analysis and approved. Family-related transaction reviewed by Audit Committee; mitigated via pre-approval and benchmarking.
Compensation assignmentThrough June 29, 2024, Penn and Thau assigned director compensation to American Securities; post-divestment, compensated like peers. Alignment improves post-divestment; earlier assignment reflects PE sponsorship era.

Expertise & Qualifications

  • Finance and investing background (American Securities), operating finance as ACES CFO; relevant to Audit oversight though not designated “financial expert” (Blaufuss is the Audit Committee financial expert).
  • Education: Wharton B.S. (Economics); Harvard Business School M.B.A.

Equity Ownership

HolderBeneficial Ownership (shares)% of OutstandingNotes
Dan Thau700<1%As of record date Jan 15, 2025; 32,111,078 shares outstanding
Ownership guidelines2x director cash retainer ($150,000)Satisfied with vested/unvested RSUs/options; director-level guideline implemented beginning FY2025
  • Hedging/pledging: Company prohibits hedging and pledging of Company stock by directors and executives; insider trading policy restricts short sales and options trading and sets blackout windows.

Governance Assessment

  • Committee contribution: Audit Committee membership places Thau in financial reporting, ERM, cybersecurity, and ESG oversight; committee met 5 times in FY2024, supporting board risk oversight.

  • Independence & attendance: Independent status; board-wide attendance ≥75% and annual meeting participation support engagement.

  • Alignment signals: Post-June 2024 shift to standard director RSU program improves equity alignment; prior cash-in-lieu arrangement was tied to American Securities assignment.

  • RED FLAGS:

    • Section 16 compliance: One late Form 3 filing for Thau (and separate lateness for another director); modest process lapse but disclosed.
    • Related-party proximity: Historic American Securities sponsorship and compensation assignment; secondary offering expense payments and LightSource transaction create perception risk, mitigated via audit committee review and director disclaimers.
  • Ownership: 700 shares beneficially owned; guideline compliance not individually disclosed (guidelines allow counting unvested RSUs/options), but FY2024 records show no RSUs for Thau that year.

  • Board structure: No lead independent director; separate Chair/CEO roles partially offset. Independent directors hold regular sessions.

Overall: Thau’s PE and finance background supports Audit work; independence and attendance are positive. Legacy interlocks with American Securities present optics to monitor, though formal related-party processes and divestment reduce ongoing conflict risk. Strengthen alignment by visible progress toward new ownership guidelines and continued timely Section 16 compliance.

Insider Filings and Notes

ItemDetailDate/Period
Late Form 3Initial Statement of Beneficial Ownership filed lateFY2024 disclosure

Notes on Director Compensation Structure (Context)

Policy ElementFY2024FY2025 ChangeCitation
Cash retainer$75,000 for directors; Chairman $112,500 (raised to $137,500 effective late FY2024)Chairman RSU special award of 1,000 RSUs approved Jan 20, 2025
Annual RSU grant$75,000 directors; $100,000 Chairman (granted Apr 1, vests Apr 1 next year)RSUs settle on vesting date starting FY2025
Ownership guidelinesNew requirement: 2x cash retainer for directors ($150,000)Applies to directors and executives; can include vested/unvested holdings