Key facts
- This page summarizes Dan A. Joy's Form 4 filing for DAVEY TREE EXPERT CO.
- 5 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 24 Mar 2025, 14:46.
Dan A. Joy - 20 Mar 2025 Form 4 Insider Report for DAVEY TREE EXPERT CO
- Reporting relationship
- EVP & Assistant to President
- Issuer ticker
- N/A
- Reported as of
- 20 Mar 2025
- Net transaction value
- -$142,386
- SEC form
- 4
- Accepted by SEC
- 24 Mar 2025, 14:46:27 UTC
- Prior SEC filing
- 11 Mar 2025
- Next SEC filing
- 10 Apr 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/Dan A. Joy/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
Dan A. Joy filed Form 4 for DAVEY TREE EXPERT CO on 24 Mar 2025.
Change
- Previous filing in this sequence was filed on 11 Mar 2025.
- Current net transaction value: -$142,386.
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
- $94,878
- Shares
- +12,600
- Change %
- +19%
- Price
- $7.53
- Shares after
- 80,398
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F1
No ticker
transaction
Common Stock
Disposed to Issuer
- Transaction value
- $94,882
- Shares
- -3,937
- Change %
- -4.9%
- Price
- $24.10
- Shares after
- 76,461
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F1
No ticker
transaction
Common Stock
Tax liability
- Transaction value
- $50,827
- Shares
- -2,109
- Change %
- -2.8%
- Price
- $24.10
- Shares after
- 74,352
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F2
No ticker
transaction
Common Stock
Tax liability
- Transaction value
- $91,556
- Shares
- -3,799
- Change %
- -5.1%
- Price
- $24.10
- Shares after
- 70,553
- Date
- 20 Mar 2025
- Ownership
- Direct
- Footnotes
- F3
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 9,600
- Date
- 20 Mar 2025
- Ownership
- By Sons
No ticker
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 186,332
- Date
- 20 Mar 2025
- Ownership
- By 401(k) Plan
- Footnotes
- F4
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
- 20 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 12,600
- 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 4 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 the Company was able to complete SARs calculations, based on the availability of its stock price valuation.
Footnote F2
Payment of taxes in connection with SARs pay-out.
Footnote F3
Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three and five years.
Footnote F4
This total reflects routine accumulation of 186,331.5184 common shares acquired through the Company's 401(K) benefit plan as of March 20, 2025, based on internal records.