James C. Houston - 16 Oct 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
17 Oct 2025, 08:40:46 UTC
Prior SEC filing
10 Oct 2025
Next SEC filing
20 Jan 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/James C. Houston, Christopher J. Bast, by Power of Attorney

Key filing fact

James C. Houston filed Form 4 for DAVEY TREE EXPERT CO on 17 Oct 2025.

Key facts

  • This page summarizes James C. Houston's Form 4 filing for DAVEY TREE EXPERT CO.
  • 11 reported transactions and 5 derivative rows are listed below.
  • Accepted by SEC: 17 Oct 2025, 08:40.

Change

  • Previous filing in this sequence was filed on 10 Oct 2025.
  • Current net transaction value: -$519,370.

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 0001929436 Primary reporting owner

HOUSTON JAMES C

Relationship
Retired Officer
Address
1500 N MANTUA ST, KENT
Signature
/s/James C. Houston, Christopher J. Bast, by Power of Attorney
Signature date
17 Oct 2025

Reported non-derivative transactions

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

No ticker transaction

Common Stock

Sale

Transaction value
$709,767
Shares
-27,834
Change %
-29%
Price
$25.50
Shares after
67,753
Date
16 Oct 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$32,720
Shares
+4,000
Change %
+5.9%
Price
$8.18
Shares after
71,753
Date
17 Oct 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$35,200
Shares
+4,000
Change %
+5.6%
Price
$8.80
Shares after
75,753
Date
17 Oct 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$38,200
Shares
+4,000
Change %
+5.3%
Price
$9.55
Shares after
79,753
Date
17 Oct 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$38,296
Shares
+3,630
Change %
+4.6%
Price
$10.55
Shares after
83,383
Date
17 Oct 2025
Ownership
Direct
No ticker transaction

Common Stock

Options Exercise

Transaction value
$45,980
Shares
+3,800
Change %
+4.6%
Price
$12.10
Shares after
87,183
Date
17 Oct 2025
Ownership
Direct
No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
30,348
Date
16 Oct 2025
Ownership
By 401KSOP
Footnotes
F1

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
17 Oct 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$8.18
Footnotes
F2
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
17 Oct 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
17 Oct 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,000
Exercise price
$9.55
Footnotes
F4
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
17 Oct 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,630
Exercise price
$10.55
Footnotes
F5
No ticker transaction Derivative

Non-Qualified Stock Option (Right to Buy)

Options Exercise

Transaction value
$0
Shares
-3,800
Change %
-100%
Price
$0.000000
Shares after
0
Date
17 Oct 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,800
Exercise price
$12.10
Footnotes
F6
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

This total reflects routine accumulation of 30,348.3641 common shares acquired through the Company's 401(K) benefit plan as of October 17, 2025, based on internal records.

Footnote F2

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

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 June 12, 2020.

Footnote F6

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

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