Christopher J. Bast - 29 Aug 2023 Form 4 Insider Report for DAVEY TREE EXPERT CO

Reporting relationship: Sr VP, Treasurer & Ops Support
Issuer ticker: N/A
Reported as of: 29 Aug 2023
Net transaction value: +$28,650
SEC form: 4
Accepted by SEC: 29 Aug 2023, 14:08:25 UTC
Prior SEC filing: 13 Jul 2023
Next SEC filing: 22 Jan 2024
Source filing: View source filing
Reporting owner signature: /s/Christopher J. Bast/Joseph R. Paul, by Power of Attorney

Key filing fact

Christopher J. Bast filed Form 4 for DAVEY TREE EXPERT CO on 29 Aug 2023.

Key facts

This page summarizes Christopher J. Bast's Form 4 filing for DAVEY TREE EXPERT CO.
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 29 Aug 2023, 14:08.

Change

Previous filing in this sequence was filed on 13 Jul 2023.
Current net transaction value: +$28,650.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

No ticker transaction

Common Stock

Options Exercise

Transaction value: $28,650
Shares: +3,000
Change %: +3.9%
Price: $9.55^*
Shares after: 79,588
Date: 29 Aug 2023
Ownership: Direct
Footnotes: F1

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 10,441
Date: 29 Aug 2023
Ownership: By 401(K) Plan
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -3,000
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 29 Aug 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 3,000
Exercise price: $9.55

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

These options become exercisable in 20% installments on each anniversary of the grant date beginning June 28, 2019.

Footnote F2

This total reflects routine accumulation of 10,440.9483 common shares acquired through the Company's 401(K) benefit plan as of August 29, 2023, based on internal records.