James Edgar Doyle - 21 Mar 2025 Form 4 Insider Report for DAVEY TREE EXPERT CO

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
21 Mar 2025, 16:08:19 UTC
Prior SEC filing
11 Mar 2025
Next SEC filing
14 Jul 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/James Edgar Doyle/Christopher J. Bast, by Power of Attorney

Key filing fact

James Edgar Doyle filed Form 4 for DAVEY TREE EXPERT CO on 21 Mar 2025.

Key facts

  • This page summarizes James Edgar Doyle's Form 4 filing for DAVEY TREE EXPERT CO.
  • 13 reported transactions and 4 derivative rows are listed below.
  • Accepted by SEC: 21 Mar 2025, 16:08.

Change

  • Previous filing in this sequence was filed on 11 Mar 2025.
  • Current net transaction value: -$525,964.

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
$94,878
Shares
+12,600
Change %
+7.6%
Price
$7.53
Shares after
177,725
Date
21 Mar 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Disposed to Issuer

Transaction value
$94,882
Shares
-3,937
Change %
-2.2%
Price
$24.10
Shares after
173,788
Date
21 Mar 2025
Ownership
Direct
Footnotes
F2
No ticker transaction

Common Stock

Tax liability

Transaction value
$111,149
Shares
-4,612
Change %
-2.7%
Price
$24.10
Shares after
169,176
Date
21 Mar 2025
Ownership
Direct
Footnotes
F3
No ticker transaction

Common Stock

Options Exercise

Transaction value
$103,068
Shares
+12,600
Change %
+7.4%
Price
$8.18
Shares after
181,776
Date
21 Mar 2025
Ownership
Direct
Footnotes
F4
No ticker transaction

Common Stock

Options Exercise

Transaction value
$56,320
Shares
+6,400
Change %
+3.5%
Price
$8.80
Shares after
188,176
Date
21 Mar 2025
Ownership
Direct
Footnotes
F4
No ticker transaction

Common Stock

Options Exercise

Transaction value
$92,310
Shares
+9,666
Change %
+5.1%
Price
$9.55
Shares after
197,842
Date
21 Mar 2025
Ownership
Direct
Footnotes
F4
No ticker transaction

Common Stock

Sale

Transaction value
$251,676
Shares
-10,443
Change %
-5.3%
Price
$24.10
Shares after
187,399
Date
21 Mar 2025
Ownership
Direct
Footnotes
F2
No ticker transaction

Common Stock

Tax liability

Transaction value
$234,469
Shares
-9,729
Change %
-5.2%
Price
$24.10
Shares after
177,670
Date
21 Mar 2025
Ownership
Direct
Footnotes
F3
No ticker transaction

Common Stock

Tax liability

Transaction value
$180,364
Shares
-7,484
Change %
-4.2%
Price
$24.10
Shares after
170,186
Date
21 Mar 2025
Ownership
Direct
Footnotes
F5

Reported derivative securities

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

No ticker transaction Derivative

Stock Appreciation Rights (2015)

Options Exercise

Transaction value
$0
Shares
-12,600
Change %
-100%
Price
$0.000000
Shares after
0
Date
21 Mar 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,600
Exercise price
$7.53
Footnotes
F1
No ticker transaction Derivative

Stock Appreciation Rights (2016)

Options Exercise

Transaction value
$0
Shares
-12,600
Change %
-100%
Price
$0.000000
Shares after
0
Date
21 Mar 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,600
Exercise price
$8.18
Footnotes
F4
No ticker transaction Derivative

Stock Appreciation Rights (2017)

Options Exercise

Transaction value
$0
Shares
-6,400
Change %
-100%
Price
$0.000000
Shares after
0
Date
21 Mar 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,400
Exercise price
$8.80
Footnotes
F4
No ticker transaction Derivative

Stock Appreciation Rights (2018)

Options Exercise

Transaction value
$0
Shares
-9,666
Change %
-100%
Price
$0.000000
Shares after
0
Date
21 Mar 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
9,666
Exercise price
$9.55
Footnotes
F4
* 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

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 Company was able to complete SARs calculations, based on the availability of its stock price valuation.

Footnote F2

Distribution of Stock Appreciation Rights (SARs) pursuant to plan.

Footnote F3

Payment of taxes in connection with SARs pay-out.

Footnote F4

Exercise of SARs.

Footnote F5

Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three and five years.

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