Lawrence R. Evans - 29 Aug 2025 Form 4 Insider Report for DAVEY TREE EXPERT CO

Reporting relationship
EVP & GM, Surgery Company
Issuer ticker
N/A
Reported as of
29 Aug 2025
Net transaction value
+$54,969
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
29 Aug 2025, 10:55:11 UTC
Prior SEC filing
22 Aug 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 29 Aug 2025.

Key facts

  • This page summarizes Lawrence R. Evans's Form 4 filing for DAVEY TREE EXPERT CO.
  • 20 reported transactions and 8 derivative rows are listed below.
  • Accepted by SEC: 29 Aug 2025, 10:55.

Change

  • Previous filing in this sequence was filed on 22 Aug 2025.
  • Current net transaction value: +$54,969.

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 0001927362 Primary reporting owner

EVANS LAWRENCE R

Relationship
EVP & GM, Surgery Company
Address
1500 N MANTUA ST, KENT
Signature
/s/Lawrence R. Evans, Christopher J. Bast by Power of Attorney
Signature date
29 Aug 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
$32,720
Shares
+4,000
Change %
+1.9%
Price
$8.18
Shares after
214,599
Date
29 Aug 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$26,400
Shares
+3,000
Change %
+1.4%
Price
$8.80
Shares after
217,599
Date
29 Aug 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$32,470
Shares
+3,400
Change %
+1.6%
Price
$9.55
Shares after
220,999
Date
29 Aug 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$38,296
Shares
+3,630
Change %
+1.6%
Price
$10.55
Shares after
224,629
Date
29 Aug 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$48,400
Shares
+4,000
Change %
+1.8%
Price
$12.10
Shares after
228,629
Date
29 Aug 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$68,712
Shares
+8,400
Change %
+3.7%
Price
$8.18
Shares after
237,029
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$68,722
Shares
-2,695
Change %
-1.1%
Price
$25.50
Shares after
234,334
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Options Exercise

Transaction value
$38,720
Shares
+4,400
Change %
+1.9%
Price
$8.80
Shares after
238,734
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$38,709
Shares
-1,518
Change %
-0.64%
Price
$25.50
Shares after
237,216
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Options Exercise

Transaction value
$82,493
Shares
+8,638
Change %
+3.6%
Price
$9.55
Shares after
245,854
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$82,442
Shares
-3,233
Change %
-1.3%
Price
$25.50
Shares after
242,621
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
No ticker transaction

Common Stock

Sale

Transaction value
$123,369
Shares
-4,838
Change %
-2%
Price
$25.50
Shares after
237,783
Date
29 Aug 2025
Ownership
Direct
Footnotes
F2
No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
37,536
Date
29 Aug 2025
Ownership
By 401KSOP
Footnotes
F3

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
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$8.18
Footnotes
F4
No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-3,000
Change %
-100%
Price
$0.000000
Shares after
0
Date
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,000
Exercise price
$8.80
Footnotes
F5
No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-3,400
Change %
-100%
Price
$0.000000
Shares after
0
Date
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,400
Exercise price
$9.55
Footnotes
F6
No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-3,630
Change %
-100%
Price
$0.000000
Shares after
0
Date
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,630
Exercise price
$10.55
Footnotes
F7
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
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$12.10
Footnotes
F8
No ticker transaction Derivative

Stock Appreciation Rights (2016)

Options Exercise

Transaction value
$0
Shares
-8,400
Change %
-100%
Price
$0.000000
Shares after
0
Date
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
8,400
Exercise price
$8.18
No ticker transaction Derivative

Stock Appreciation Rights (2017)

Options Exercise

Transaction value
$0
Shares
-4,400
Change %
-100%
Price
$0.000000
Shares after
0
Date
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,400
Exercise price
$8.80
No ticker transaction Derivative

Stock Appreciation Rights (2018)

Options Exercise

Transaction value
$0
Shares
-8,638
Change %
-100%
Price
$0.000000
Shares after
0
Date
29 Aug 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
8,638
Exercise price
$9.55
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Lawrence R. Evans is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 8 footnotes

Footnote F1

Exercise of SARs upon retirement.

Footnote F2

Payment of taxes in connection with SARs pay-out.

Footnote F3

This total reflects routine accumulation of 37,536.2717 common shares acquired through the Company's 401(K) benefit plan as of August 29, 2025, based on internal records.

Footnote F4

These options become exercisable in 20% installments on each anniversary of the grant date beginning June 28, 2017.

Footnote F5

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

Footnote F6

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

Footnote F7

These options become exercisable in 20% installments on each anniversary of the grant date beginning June 12, 2020.

Footnote F8

These options become exercisable in 20% installments on each anniversary of the grant date beginning June 17, 2021.

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