Lawrence R. Evans - 20 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
24 Mar 2025, 14:52:49 UTC
Prior SEC filing
11 Mar 2025
Next SEC filing
24 Apr 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/Lawrence R. Evans, Christopher J. Bast by Power of Attorney

Key filing fact

Lawrence R. Evans filed Form 4 for DAVEY TREE EXPERT CO on 24 Mar 2025.

Key facts

  • This page summarizes Lawrence R. Evans'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, 14:52.

Change

  • Previous filing in this sequence was filed on 11 Mar 2025.
  • Current net transaction value: -$74,993.

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
$37,650
Shares
+5,000
Change %
+2.2%
Price
$7.53
Shares after
228,702
Date
20 Mar 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Disposed to Issuer

Transaction value
$37,644
Shares
-1,562
Change %
-0.68%
Price
$24.10
Shares after
227,140
Date
20 Mar 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Tax liability

Transaction value
$28,655
Shares
-1,189
Change %
-0.52%
Price
$24.10
Shares after
225,951
Date
20 Mar 2025
Ownership
Direct
Footnotes
F2
No ticker transaction

Common Stock

Tax liability

Transaction value
$46,344
Shares
-1,923
Change %
-0.85%
Price
$24.10
Shares after
224,028
Date
20 Mar 2025
Ownership
Direct
Footnotes
F3
No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
36,772
Date
20 Mar 2025
Ownership
By 401KSOP
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
-5,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
20 Mar 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
5,000
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 five years.

Footnote F4

This total reflects routine accumulation of 36,771.8957 common shares acquired through the Company's 401(K) benefit plan as of March 20, 2025, based on internal records.

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