DAY JOSEPH EDWARD III 4

Accession 0001628280-25-045292

CIK 0000277638other

View on SEC.gov Company Profile

Filed

Oct 16, 8:00 PM ET

Accepted

Oct 17, 8:42 AM ET

Size

40.0 KB

Accession

0001628280-25-045292

Insider Transaction Report

Form 4

Period: 2025-10-16

DAVEY TREE EXPERT CONONE

DAY JOSEPH EDWARD III

Other

Transactions

Exercise/Conversion
Common Stock
2025-10-17$8.80/sh+4,000$35,200→ 382,961 total
Exercise/Conversion
Non-Qualified Stock Option (Right to Buy)
2025-10-17−6,000→ 0 total
Exercise: $8.18From: 2017-06-28Exp: 2026-06-28→ Common Stock (6,000 underlying)
Exercise/Conversion
Non-Qualified Stock Option (Right to Buy)
2025-10-17−4,000→ 0 total
Exercise: $9.55From: 2019-06-28Exp: 2028-06-28→ Common Stock (4,000 underlying)
Exercise/Conversion
Stock Subscription Rights (Right to Buy)
2025-10-17−952→ 2,859 total
Exercise: $18.10From: 2022-08-01Exp: 2029-07-31→ Common Stock (952 underlying)
Sale
Common Stock
2025-10-16$25.50/sh−7,471$190,511→ 377,183 total
Exercise/Conversion
Common Stock
2025-10-17$9.55/sh+4,000$38,200→ 386,961 total
Exercise/Conversion
Stock Appreciation Rights (2017)
2025-10-16−4,400→ 0 total
Exercise: $8.80From: 2018-03-03Exp: 2027-03-03→ Common Stock (4,400 underlying)
Exercise/Conversion
Common Stock
2025-10-16$8.80/sh+4,400$38,720→ 375,956 total
Tax Payment
Common Stock
2025-10-16$25.50/sh−4,222$107,661→ 372,961 total
Exercise/Conversion
Common Stock
2025-10-16$9.55/sh+8,698$83,066→ 384,654 total
Exercise/Conversion
Common Stock
2025-10-17$8.18/sh+6,000$49,080→ 378,961 total
Exercise/Conversion
Common Stock
2025-10-17$10.55/sh+3,630$38,297→ 390,591 total
Exercise/Conversion
Common Stock
2025-10-17$18.10/sh+952$17,231→ 395,343 total
Exercise/Conversion
Stock Appreciation Rights (2016)
2025-10-16−8,400→ 0 total
Exercise: $8.18From: 2017-03-04Exp: 2026-03-04→ Common Stock (8,400 underlying)
Exercise/Conversion
Common Stock
2025-10-16$8.18/sh+8,400$68,712→ 371,556 total
Exercise/Conversion
Common Stock
2025-10-17$12.10/sh+3,800$45,980→ 394,391 total
Exercise/Conversion
Stock Appreciation Rights (2018)
2025-10-16−8,698→ 0 total
Exercise: $9.55From: 2019-03-09Exp: 2028-03-09→ Common Stock (8,698 underlying)
Exercise/Conversion
Non-Qualified Stock Option (Right to Buy)
2025-10-17−4,000→ 0 total
Exercise: $8.80From: 2018-06-23Exp: 2027-06-23→ Common Stock (4,000 underlying)
Exercise/Conversion
Non-Qualified Stock Option (Right to Buy)
2025-10-17−3,630→ 0 total
Exercise: $10.55From: 2020-06-12Exp: 2029-06-12→ Common Stock (3,630 underlying)
Exercise/Conversion
Non-Qualified Stock Option (Right to Buy)
2025-10-17−3,800→ 0 total
Exercise: $12.10From: 2021-06-17Exp: 2030-06-17→ Common Stock (3,800 underlying)

Holdings

Common Stock
(indirect: By 401(k))
71,781.669
Common Stock
(indirect: By Daughter)
64

Footnotes (9)

[F1]Exercise of SARs upon retirement.
[F2]Payment of taxes in connection with SARs pay-out.
[F3]This total reflects routine accumulation of 71,781.6686 common shares acquired through the Company's 401(K) benefit plan as of October 16, 2025, based on internal records.
[F4]These options become exercisable in 20% installments on each anniversary of the grant date beginning June 28, 2017.
[F5]These options become exercisable in 20% installments on each anniversary of the grant date beginning June 23, 2018.
[F6]These options become exercisable in 20% installments on each anniversary of the grant date beginning June 28, 2019.
[F7]These options become exercisable in 20% installments on each anniversary of the grant date beginning June 12, 2020.
[F8]These options become exercisable in 20% installments on each anniversary of the grant date beginning June 17, 2021.
[F9]The reported stock subscription rights to purchase shares of the Company's common stock were acquired in the Company's stock subscription offering to employees and non-employee directors in accordance with the provisions of The Davey Tree Expert Company 2014 Omnibus Stock Plan (the "Plan"). All participants in the offering purchasing in excess of $5,000 of common stock were granted a "right" to purchase one additional share of common stock, at a price of $18.10 per share, for every three shares of common stock purchased under the Plan. Each "right" may be exercised at the rate of 1/7 per year beginning on August 1, 2022 and will expire on July 31, 2029.

Documents

1 file

4
wk-form4_1760704915.xmlPrimary
FORM 4

Issuer

DAVEY TREE EXPERT CO

CIK 0000277638

→

Entity typeother

Related Parties

filerCIK 0001927571

Filing Metadata

Form type: 4
Filed: Oct 16, 8:00 PM ET
Accepted: Oct 17, 8:42 AM ET
Size: 40.0 KB

View on SEC.gov