Patrick M. Covey - 27 Mar 2026 Form 4 Insider Report for DAVEY TREE EXPERT CO

Reporting relationship: Chairman, President & CEO, Director
Issuer ticker: N/A
Reported as of: 27 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 30 Mar 2026, 10:20:39 UTC
Prior SEC filing: 26 Mar 2026
Next SEC filing: 17 Apr 2026
Source filing: View source filing
Reporting owner signature: /s/Patrick M. Covey/Christopher J. Bast, by Power of Attorney

Key filing fact

Patrick M. Covey filed Form 4 for DAVEY TREE EXPERT CO on 30 Mar 2026.

Key facts

This page summarizes Patrick M. Covey's Form 4 filing for DAVEY TREE EXPERT CO.
5 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 30 Mar 2026, 10:20.

Change

Previous filing in this sequence was filed on 26 Mar 2026.
Current net transaction value: $0.

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 0001363607 Primary reporting owner

COVEY PATRICK M

Relationship: Chairman, President & CEO, Director
Address: 1500 NORTH MANTUA STREET, KENT
Signature: /s/Patrick M. Covey/Christopher J. Bast, by Power of Attorney
Signature date: 30 Mar 2026

Reported non-derivative transactions

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

No ticker transaction

Common Stock

Tax liability

Transaction value
Shares: -8,834
Change %: -1.7%
Price: $27.60^*
Shares after: 509,434
Date: 27 Mar 2026
Ownership: Direct
Footnotes: F1

No ticker transaction

Common Stock

Options Exercise

Transaction value
Shares: +58,000
Change %: +11%
Price: $8.18^*
Shares after: 567,434
Date: 27 Mar 2026
Ownership: Direct
Footnotes: F2

No ticker transaction

Common Stock

Tax liability

Transaction value
Shares: -17,190
Change %: -3%
Price: $27.60^*
Shares after: 550,244
Date: 27 Mar 2026
Ownership: Direct
Footnotes: F2

No ticker transaction

Common Stock

Tax liability

Transaction value
Shares: -17,590
Change %: -3.2%
Price: $27.60^*
Shares after: 532,654
Date: 27 Mar 2026
Ownership: Direct
Footnotes: F3

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,000
Date: 27 Mar 2026
Ownership: By Sons

No ticker holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 29,240
Date: 27 Mar 2026
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 (2016)

Options Exercise

Transaction value
Shares: -58,000
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 27 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 58,000
Exercise price: $8.18

^* 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

Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three years.

Footnote F2

Pursuant to their terms, Stock Appreciation Rights (SARs) were automatically exercised on March 4, 2026, which was the tenth anniversary of the grant date. March 27, 2026 is the earliest date on which the Company was able to complete SARs calculations, based on the availability of its stock price valuation.

Footnote F3

Payment of taxes in connection with SARs pay-out.

Footnote F4

This total reflects routine accumulation of 29,239.6402 common shares acquired through the Company's 401(K) benefit plan as of March 25, 2026, based on internal records.