Karl J. Warnke - 02 May 2024 Form 4 Insider Report for DAVEY TREE EXPERT CO

Reporting relationship: Director
Issuer ticker: N/A
Reported as of: 02 May 2024
Net transaction value: -$1,199,999
SEC form: 4
Accepted by SEC: 03 May 2024, 10:34:10 UTC
Prior SEC filing: 01 Nov 2023
Next SEC filing: 21 Oct 2024
Source filing: View source filing
Reporting owner signature: /s/Karl J. Warnke/Christopher J. Bast, Power of Attorney

Key filing fact

Karl J. Warnke filed Form 4 for DAVEY TREE EXPERT CO on 03 May 2024.

Key facts

This page summarizes Karl J. Warnke's Form 4 filing for DAVEY TREE EXPERT CO.
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 03 May 2024, 10:34.

Change

Previous filing in this sequence was filed on 01 Nov 2023.
Current net transaction value: -$1,199,999.

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

Sale

Transaction value: $1,199,999
Shares: -54,054
Change %: -4.4%
Price: $22.20^*
Shares after: 1,182,597
Date: 02 May 2024
Ownership: By Karl J. Warnke Trust

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 579,860
Date: 02 May 2024
Ownership: By Barbara R. Warnke Trust

Reported derivative securities

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

No ticker transaction Derivative

Phantom Stock

Award

Transaction value: $0
Shares: +35
Change %: +0.23%
Price: $0.000000
Shares after: 15,589
Date: 02 May 2024
Ownership: Direct
Underlying class: Phantom, Stock
Underlying amount: 35
Exercise price
Footnotes: F1

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Each unit of phantom stock is the economic equivalent of one share of common stock. These units of phantom stock become payable, in cash, upon the reporting person's termination of service as a director.