Dan A. Joy - 16 May 2025 Form 4 Insider Report for DAVEY TREE EXPERT CO

Reporting relationship
Retired
Issuer ticker
N/A
Reported as of
16 May 2025
Net transaction value
+$167,462
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
19 May 2025, 15:06:01 UTC
Prior SEC filing
10 Apr 2025
Next SEC filing
05 Jun 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/Dan A. Joy/Christopher J. Bast, By Power of Attorney

Key filing fact

Dan A. Joy filed Form 4 for DAVEY TREE EXPERT CO on 19 May 2025.

Key facts

  • This page summarizes Dan A. Joy's Form 4 filing for DAVEY TREE EXPERT CO.
  • 18 reported transactions and 7 derivative rows are listed below.
  • Accepted by SEC: 19 May 2025, 15:06.

Change

  • Previous filing in this sequence was filed on 10 Apr 2025.
  • Current net transaction value: +$167,462.

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

Reporting Owners (1)

CIK 0001572890 Primary reporting owner

Joy Dan A

Relationship
Retired
Address
1500 NORTH MANTUA STREET, P.O. BOX 5193, KENT
Signature
/s/Dan A. Joy/Christopher J. Bast, By Power of Attorney
Signature date
19 May 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

No ticker transaction

Common Stock

Options Exercise

Transaction value
$35,200
Shares
+4,000
Change %
+6.8%
Price
$8.80
Shares after
62,544
Date
16 May 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$38,200
Shares
+4,000
Change %
+6.4%
Price
$9.55
Shares after
66,544
Date
16 May 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$42,200
Shares
+4,000
Change %
+6%
Price
$10.55
Shares after
70,544
Date
16 May 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$51,861
Shares
+4,286
Change %
+6.1%
Price
$12.10
Shares after
74,830
Date
16 May 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$103,068
Shares
+12,600
Change %
+17%
Price
$8.18
Shares after
87,430
Date
16 May 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$103,076
Shares
-4,277
Change %
-4.9%
Price
$24.10
Shares after
83,153
Date
16 May 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Options Exercise

Transaction value
$56,320
Shares
+6,400
Change %
+7.7%
Price
$8.80
Shares after
89,553
Date
16 May 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$56,322
Shares
-2,337
Change %
-2.6%
Price
$24.10
Shares after
87,216
Date
16 May 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Options Exercise

Transaction value
$105,279
Shares
+11,024
Change %
+13%
Price
$9.55
Shares after
98,240
Date
16 May 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$105,269
Shares
-4,368
Change %
-4.4%
Price
$24.10
Shares after
93,872
Date
16 May 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Purchase

Transaction value
$0
Shares
+186,438
Change %
+199%
Price
$0.000000
Shares after
280,310
Date
16 May 2025
Ownership
Direct
Footnotes
F2
No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
9,600
Date
16 May 2025
Ownership
By Sons

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
-4,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$8.80
Footnotes
F3
No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-4,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$9.55
Footnotes
F4
No ticker transaction Derivative

Nonqualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-4,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$10.55
Footnotes
F5
No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-4,286
Change %
-100%
Price
$0.000000
Shares after
0
Date
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,286
Exercise price
$12.10
Footnotes
F6
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
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
12,600
Exercise price
$8.18
Footnotes
F1
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
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,400
Exercise price
$8.80
Footnotes
F1
No ticker transaction Derivative

Stock Appreciation Rights (2018)

Options Exercise

Transaction value
$0
Shares
-11,024
Change %
-100%
Price
$0.000000
Shares after
0
Date
16 May 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
11,024
Exercise price
$9.55
Footnotes
F1
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Dan A. Joy is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 6 footnotes

Footnote F1

Exercise of SARs upon retirement.

Footnote F2

This total reflects routine accumulation of 186,438.00 common shares acquired through the Company's 401(K) benefit plan as of April 25, 2025, based on internal records. These shares were converted to direct ownership shares and are included in Mr. Joy's total share ownership; a balance of 4.12365 shares remain in the 401(K) account as indirect.

Footnote F3

These options become exercisable in 20% installments on each anniversary of the grant date beginning June 23, 2018.

Footnote F4

These options become exercisable in 20% installments on each anniversary of the grant date beginning June 28, 2019.

Footnote F5

These options become exercisable in 20% installments on each anniversary of the grant date beginning March 7, 2020.

Footnote F6

These options become exercisable in 20% installments on each anniversary of the grant date beginning March 5, 2021.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .