Comparable stake leader
Karl J. Warnke
SEC ownership of DAVEY TREE EXPERT CO
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000277638.
Disclosed value leader
Karl J. Warnke
Comparable rows
0/30
Latest evidence
24 Jun 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Karl J. Warnke
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
24 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000277638
- Issuer location
- Kent, OH
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of DAVEY TREE EXPERT CO (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Karl J. Warnke
Disclosed value leader
Karl J. Warnke
Comparable rows
0/30
Latest evidence
24 Jun 2026
3/4/5
Highest disclosed value: $39,126,545
30 rows are not safely comparable across share classes.
Showing 1-8 of 30 holder rows.
Quick read
Karl J. Warnke has the largest disclosed position value at $39.13M.
0 of 30 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Karl J. Warnke's linked filing trail.
Disclosed position value
Top 5
Karl J. Warnke
$39.13M
James F. Stief
$11.63M
Patrick M. Covey
$10.34M
Joseph Edward Day III
$10.15M
Lawrence R. Evans
$6.95M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 30 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Karl J. Warnke |
3/4/5
Director
|
—
mixed-class rows
|
$39,126,545
1,778,113 shares
mixed-class rows
|
— | 01 May 2025 |
| James F. Stief |
3/4/5
FORMER OFFICER RETIRED
|
—
class O/S missing
|
$11,631,464
642,622 shares
|
— | 30 Jun 2022 |
| Patrick M. Covey |
3/4/5
Chairman, President & CEO, Director
|
—
class O/S missing
|
$10,344,039
512,135 shares
|
— | 16 Apr 2026 |
| Joseph Edward Day III |
3/4/5
Retired
|
—
mixed-class rows
|
$10,150,337
405,527 shares
mixed-class rows
|
-$1,836,944 | 30 Dec 2025 |
| Lawrence R. Evans |
3/4/5
EVP & GM, Surgery Company
|
—
class O/S missing
|
$6,949,669
275,319 shares
|
-$604,835 | 29 Aug 2025 |
| Joseph R. Paul |
3/4/5
EVP & CFO, Director
|
—
mixed-class rows
|
$6,749,677
363,629 shares
mixed-class rows
|
— | 17 Apr 2026 |
| Thea R. Sears |
3/4/5
Senior VP and Controller
|
—
mixed-class rows
|
$6,646,610
265,988 shares
mixed-class rows
|
-$128,546 | 25 Mar 2026 |
| Dan A. Joy |
3/4/5
Retired
|
—
class O/S missing
|
$5,593,335
352,493 shares
|
-$265,047 | 11 Sep 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$4,953,281.
Buys
$95,238
Insiders: 15
Sells
$5,048,518
Insiders: 8
Net
-$4,953,281
Shares: -190,039
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 4,648
Shares: 194,687
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 40,000 | $0 | $1,104,000 | -$1,104,000 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 114,574 | $0 | $2,921,637 | -$2,921,637 |
| 9-12 | 4,648 | 40,113 | $95,238 | $1,022,882 | -$927,644 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 30 reporting-owner rows connected to DAVEY TREE EXPERT CO. Open a relationship link for the CIK-to-CIK filing trail.
Rows
30
Largest Forms 3/4/5 holder
Karl J. Warnke
Net 12M change
-$5,048,520
Latest report
24 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Karl J. Warnke | Director | $39,126,545 | Mixed | 01 May 2025 | ||
| James F. Stief | Former Officer Retired | $11,631,464 | Mixed | 30 Jun 2022 | ||
| Patrick M. Covey | Chairman, President & CEO, Director | $10,344,039 | Mixed | 16 Apr 2026 | ||
| Joseph Edward Day III | Retired | $10,150,337 | -$1,836,944 | -15% | Mixed | 30 Dec 2025 |
| Lawrence R. Evans | EVP & GM, Surgery Company | $6,949,669 | -$604,835 | -8% | Mixed | 29 Aug 2025 |
| Joseph R. Paul | EVP & CFO, Director | $6,749,677 | Mixed | 17 Apr 2026 | ||
| Thea R. Sears | Senior VP and Controller | $6,646,610 | -$128,546 | -1.9% | Mixed | 25 Mar 2026 |
| Dan A. Joy | Retired | $5,593,335 | -$265,047 | -4.5% | Mixed | 11 Sep 2025 |
| James Edgar Doyle | EVP & GM, Canada Operations | $4,400,047 | -$1,104,000 | -20% | Filing P/S | 14 Apr 2026 |
| Gregory M. Ina | EVP, Institute & Employee Dev. | $3,749,509 | Mixed | 27 Mar 2026 | ||
| Brent R. Repenning | EVP, Specialized Services | $3,503,212 | Mixed | 01 Apr 2026 | ||
| Sandra Lynne Reid | Exec VP Corp Communications | $3,256,823 | Mixed | 16 Jun 2026 | ||
| Christopher J. Bast | Sr VP, Treasurer & Ops Support | $2,328,795 | Mixed | 27 Mar 2026 | ||
| Sandra W. Harbrecht | Director | $2,070,550 | Mixed | 07 May 2021 | ||
| Donald C. Brown | Director | $1,902,473 | Mixed | 21 Oct 2024 | ||
| James C. Houston | Retired Officer | $1,297,718 | -$856,137 | -40% | Mixed | 30 Dec 2025 |
| Erika J. Schoenberger | General Counsel, Sr VP, Secy | $968,529 | -$100,011 | -9.4% | Mixed | 27 Mar 2026 |
| Thomas A. Haught | Director | $594,285 | Mixed | 24 Jun 2026 | ||
| Scott Alan Hyland | Senior VP of Marketing | $583,869 | -$153,000 | -21% | Mixed | 27 Apr 2026 |
| Matthew Christopher Harris | Director | $574,203 | Mixed | 24 Jun 2026 |
Recent insider transactions for DAVEY TREE EXPERT CO
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Christopher Harris | Phantom Stock | Award | 29.8% | 2,830 | 12,319 | 24 Jun 2026 | Direct | |||
| Thomas A. Haught | Phantom Stock | Award | 61% | 2,800 | 7,388 | 24 Jun 2026 | Direct | |||
| Anna Christine Davis | Common Stock | Sale | -1.59% | -600 | 37,056 | 16 Jun 2026 | Direct | |||
| Anna Christine Davis | Common Stock | Options Exercise | 2.73% | 1,000 | 37,656 | 16 Jun 2026 | Direct | |||
| Anna Christine Davis | Non-Qualified Stock Option (Right to Buy) | Options Exercise | -100% | -1,000 | 0 | 16 Jun 2026 | Direct | |||
| Sandra Lynne Reid | Common Stock | Sale | -1.04% | -1,948 | 185,848 | 16 Jun 2026 | Direct | |||
| Sandra Lynne Reid | Common Stock | Options Exercise | 1.87% | 3,450 | 187,796 | 16 Jun 2026 | Direct | |||
| Sandra Lynne Reid | Non-Qualified Stock Option (Right to Buy) | Options Exercise | -100% | -3,450 | 0 | 16 Jun 2026 | Direct | |||
| Catherine M. Kilbane | Common Stock | Award | 5.96% | 1,558 | 27,715 | 20 May 2026 | Direct | |||
| Alejandra Evans | Common Stock | Award | 9.48% | 1,558 | 17,995 | 20 May 2026 | Direct | |||
| Thomas A. Haught | Common Stock | Award | 2.09% | 1,558 | 75,993 | 20 May 2026 | Direct | |||
| Joseph E. McNeely | Common Stock | Award | 87.3% | 1,558 | 3,342 | 20 May 2026 | Direct | |||
| Matthew Christopher Harris | Common Stock | Award | 5.63% | 1,558 | 29,207 | 20 May 2026 | Direct | |||
| Jerome P. Grisko | Common Stock | Award | 1,558 | 1,558 | 20 May 2026 | Direct | ||||
| Sandra Lynne Reid | Common Stock | Tax liability | -0.35% | -652 | 184,346 | 27 Apr 2026 | Direct | |||
| Scott Alan Hyland | Common Stock | Tax liability | -1.37% | -515 | 36,952 | 27 Apr 2026 | Direct | |||
| Anna Christine Davis | Common Stock | Tax liability | -1.97% | -738 | 36,656 | 27 Apr 2026 | Direct | |||
| Joseph R. Paul | Common Stock | Sale | -7.32% | -26,816 | 339,413 | 17 Apr 2026 | Direct | |||
| Patrick M. Covey | Common Stock | Sale | -9.53% | -50,756 | 481,898 | 16 Apr 2026 | Direct | |||
| James Edgar Doyle | Common Stock | Sale | -20.1% | $1,104,000 | $27.60 | -40,000 | 159,422 | 14 Apr 2026 | Direct | |
| Brent R. Repenning | Common Stock | Sale | -6.74% | -11,040 | 152,723 | 01 Apr 2026 | Direct | |||
| James Edgar Doyle | Common Stock | Options Exercise | 16.6% | 28,358 | 199,422 | 31 Mar 2026 | Direct | |||
| James Edgar Doyle | Nonqualified Stock Option (Right to Buy) | Options Exercise | -100% | -5,000 | 0 | 31 Mar 2026 | Direct | |||
| James Edgar Doyle | Non-Qualified Stock Option (Right to Buy) | Options Exercise | -100% | -18,358 | 0 | 31 Mar 2026 | Direct | |||
| Charles D. Stapleton | Common Stock | Sale | -32.1% | -4,496 | 9,529 | 31 Mar 2026 | Direct | |||
| Gregory M. Ina | Common Stock | Options Exercise | 2.69% | 4,000 | 152,478 | 27 Mar 2026 | Direct | |||
| Gregory M. Ina | Non-Qualified Stock Option (Right to Buy) | Options Exercise | -100% | -4,000 | 0 | 27 Mar 2026 | Direct | |||
| Gregory M. Ina | Common Stock | Sale | -4.65% | -7,234 | 148,478 | 27 Mar 2026 | Direct | |||
| Gregory M. Ina | Common Stock | Options Exercise | 5.54% | 8,400 | 159,981 | 27 Mar 2026 | Direct | |||
| Gregory M. Ina | Common Stock | Tax liability | -3.57% | -5,606 | 151,581 | 27 Mar 2026 | Direct | |||
| Gregory M. Ina | Stock Appreciation Rights (2016) | Options Exercise | -100% | -8,400 | 0 | 27 Mar 2026 | Direct | |||
| Joseph R. Paul | Common Stock | Options Exercise | 14.4% | 50,000 | 396,915 | 27 Mar 2026 | Direct | |||
| Joseph R. Paul | Common Stock | Tax liability | -9.6% | -36,849 | 346,915 | 27 Mar 2026 | Direct | |||
| Joseph R. Paul | Stock Appreciation Rights (2016) | Options Exercise | -100% | -50,000 | 0 | 27 Mar 2026 | Direct | |||
| Christopher J. Bast | Common Stock | Tax liability | -4.27% | -4,742 | 106,395 | 27 Mar 2026 | Direct | |||
| Christopher J. Bast | Common Stock | Options Exercise | 8.18% | 8,400 | 111,137 | 27 Mar 2026 | Direct | |||
| Christopher J. Bast | Stock Appreciation Rights (2016) | Options Exercise | -100% | -8,400 | 0 | 27 Mar 2026 | Direct | |||
| Erika J. Schoenberger | Common Stock | Tax liability | -4.59% | -2,469 | 51,348 | 27 Mar 2026 | Direct | |||
| Patrick M. Covey | Common Stock | Options Exercise | 11.4% | 58,000 | 567,434 | 27 Mar 2026 | Direct | |||
| Patrick M. Covey | Common Stock | Tax liability | -7.89% | -43,614 | 509,434 | 27 Mar 2026 | Direct | |||
| Patrick M. Covey | Stock Appreciation Rights (2016) | Options Exercise | -100% | -58,000 | 0 | 27 Mar 2026 | Direct | |||
| James Edgar Doyle | Common Stock | Tax liability | -1.57% | -2,720 | 171,064 | 27 Mar 2026 | Direct | |||
| Anna Christine Davis | Common Stock | Tax liability | -4.96% | -1,953 | 37,394 | 27 Mar 2026 | Direct | |||
| Anna Christine Davis | Common Stock | Options Exercise | 8.85% | 3,200 | 39,347 | 27 Mar 2026 | Direct | |||
| Anna Christine Davis | Stock Appreciation Rights (2016) | Options Exercise | -100% | -3,200 | 0 | 27 Mar 2026 | Direct | |||
| Sandra Lynne Reid | Common Stock | Tax liability | -1.5% | -2,820 | 184,998 | 27 Mar 2026 | Direct | |||
| Sandra Lynne Reid | Common Stock | Options Exercise | 2.73% | 5,000 | 187,818 | 27 Mar 2026 | Direct | |||
| Sandra Lynne Reid | Stock Appreciation Rights (2016) | Options Exercise | -100% | -5,000 | 0 | 27 Mar 2026 | Direct | |||
| Scott Alan Hyland | Common Stock | Tax liability | -5.51% | -2,185 | 37,467 | 27 Mar 2026 | Direct | |||
| Scott Alan Hyland | Common Stock | Options Exercise | 11.8% | 4,200 | 39,652 | 27 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.