Key facts
- This page summarizes Brent R. Repenning's Form 4 filing for DAVEY TREE EXPERT CO.
- 8 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 20 Mar 2025, 16:55.
Brent R. Repenning - 20 Mar 2025 Form 4 Insider Report for DAVEY TREE EXPERT CO
- Reporting relationship
- EVP, U.S. Utility & DRG
- Issuer ticker
- N/A
- Reported as of
- 20 Mar 2025
- Net transaction value
- -$328,648
- SEC form
- 4
- Accepted by SEC
- 20 Mar 2025, 16:55:42 UTC
- Prior SEC filing
- 11 Mar 2025
- Next SEC filing
- 19 May 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/Brent R. Repenning/Christopher J. Bast, by Power of Attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Brent R. Repenning filed Form 4 for DAVEY TREE EXPERT CO on 20 Mar 2025.
Change
- Previous filing in this sequence was filed on 11 Mar 2025.
- Current net transaction value: -$328,648.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
No ticker
transaction
Common Stock
Options Exercise
- Transaction value
- $60,240
- Shares
- +8,000
- Change %
- +5.4%
- Price
- $7.53
- Shares after
- 155,120
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F1
No ticker
transaction
Common Stock
Sale
- Transaction value
- $168,700
- Shares
- -7,000
- Change %
- -4.5%
- Price
- $24.10
- Shares after
- 148,120
- Date
- 20 Mar 2025
- Ownership
- Direct
No ticker
transaction
Common Stock
Options Exercise
- Transaction value
- $63,252
- Shares
- +8,400
- Change %
- +5.7%
- Price
- $7.53
- Shares after
- 156,520
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F2
No ticker
transaction
Common Stock
Disposed to Issuer
- Transaction value
- $63,262
- Shares
- -2,625
- Change %
- -1.7%
- Price
- $24.10
- Shares after
- 153,895
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F2
No ticker
transaction
Common Stock
Tax liability
- Transaction value
- $62,419
- Shares
- -2,590
- Change %
- -1.7%
- Price
- $24.10
- Shares after
- 151,305
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F3
No ticker
transaction
Common Stock
Tax liability
- Transaction value
- $157,759
- Shares
- -6,546
- Change %
- -4.3%
- Price
- $24.10
- Shares after
- 144,759
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F4
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 15,212
- Date
- 20 Mar 2025
- Ownership
- By 401(k) Plan
- Footnotes
- F5
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
- -8,000
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 20 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,000
- Exercise price
- $7.53
- Footnotes
- F1
No ticker
transaction
Derivative
Stock Appreciation Rights (2015)
Options Exercise
- Transaction value
- $0
- Shares
- -8,400
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 20 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,400
- Exercise price
- $7.53
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
These options become exercisable in 20% installments on each anniversary of the grant date beginning June 29, 2016.
Footnote 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.
Footnote F3
Payment of taxes in connection with SARs pay-out.
Footnote F4
Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three and five years.
Footnote F5
This total reflects routine accumulation of 15,211.7620 common shares acquired through the Company's 401(K) benefit plan as of March 20, 2025, based on internal records.