4//SEC Filing
PAUL JOSEPH R 4
Accession 0001362786-25-000006
CIK 0000277638other
Filed
Mar 19, 8:00 PM ET
Accepted
Mar 20, 4:51 PM ET
Size
16.0 KB
Accession
0001362786-25-000006
Insider Transaction Report
Form 4
PAUL JOSEPH R
DirectorEVP & CFO
Transactions
- Disposition to Issuer
Common Stock
2025-03-20$24.10/sh−13,560$326,796→ 394,785 total - Tax Payment
Common Stock
2025-03-20$24.10/sh−16,224$390,998→ 365,059 total - Exercise/Conversion
Non-Qualified Stock Option (Right to Buy)
2025-03-20−1,286→ 0 totalExercise: $12.10From: 2021-03-05Exp: 2030-03-05→ Common Stock (1,286 underlying) - Tax Payment
Common Stock
2025-03-20$24.10/sh−13,502$325,398→ 381,283 total - Exercise/Conversion
Common Stock
2025-03-20$12.10/sh+1,286$15,561→ 364,945 total - Exercise/Conversion
Common Stock
2025-03-20$7.53/sh+43,400$326,802→ 408,345 total - Exercise/Conversion
Stock Appreciation Rights (2015)
2025-03-20−43,400→ 0 totalExercise: $7.53From: 2016-03-06Exp: 2025-03-06→ Common Stock (43,400 underlying)
Holdings
- 23,042.086(indirect: By 401(k))
Common Stock
Footnotes (5)
- [F1]These options become exercisable in 20% installments on each anniversary of the grant date beginning March 5, 2021.
- [F2]Pursuant to their terms, Stock Appreciation Rights (SARs) were automatically exercised on March 6, 2025, which was the tenth anniversary of the grant date. March 20, 2025 is the earliest date on which the Company was able to complete SARs calculations, based on the availability of its stock price valuation.
- [F3]Payment of taxes in connection with SARs pay-out.
- [F4]Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three and five years.
- [F5]This total reflects routine accumulation of 23,042.0860 common shares acquired through the Company's 401(K) benefit plan as of March 20, 2025, based on internal records.
Documents
Issuer
DAVEY TREE EXPERT CO
CIK 0000277638
Entity typeother
Related Parties
1- filerCIK 0001362786
Filing Metadata
- Form type
- 4
- Filed
- Mar 19, 8:00 PM ET
- Accepted
- Mar 20, 4:51 PM ET
- Size
- 16.0 KB