Quick Takeaways
- DAVEY TREE EXPERT CO has 27 insiders with reported activity on this page.
- Net insider value flow over the last year: -$8,329,640.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
Insider Transactions Reported by 27 Insiders of DAVEY TREE EXPERT CO
- Location
- Kent, OH
What Changed
- Buy value: $95,238; sell value: $8,424,877.
- Net share flow: -335,946.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$8,329,640.
Buys
$95,238
Shares: 4,648
Insiders: 15
Sells
$8,424,877
Shares: 340,594
Insiders: 10
Net
-$8,329,640
Shares: -335,946
Insiders: 5
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 104,912 | $0 | $2,675,256 | -$2,675,256 |
| 6-9 | 0 | 49,775 | $0 | $1,269,262 | -$1,269,262 |
| 9-12 | 4,648 | 185,907 | $95,238 | $4,480,359 | -$4,385,121 |
DAVEY TREE EXPERT CO executives and other stock owners filed with the SEC include:
| 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 | +$7,233 | +0.07% | Mixed | 27 Mar 2026 |
| Joseph Edward Day III | Retired | $10,150,337 | -$1,829,731 | -15% | Mixed | 30 Dec 2025 |
| Lawrence R. Evans | EVP & GM, Surgery Company | $6,949,669 | -$598,728 | -7.9% | Mixed | 29 Aug 2025 |
| Joseph R. Paul | EVP & CFO, Director | $6,749,677 | -$552,799 | -7.6% | Mixed | 27 Mar 2026 |
| Thea R. Sears | Senior VP and Controller | $6,646,610 | -$121,313 | -1.8% | Mixed | 25 Mar 2026 |
| Dan A. Joy | Retired | $5,593,335 | -$3,264,432 | -37% | Mixed | 11 Sep 2025 |
| Gregory M. Ina | EVP, Institute & Employee Dev. | $3,749,509 | -$247,139 | -6.2% | Mixed | 27 Mar 2026 |
| Brent R. Repenning | EVP, Specialized Services | $3,503,212 | -$582,182 | -14% | Mixed | 01 Apr 2026 |
| James Edgar Doyle | EVP & GM, Canada Operations | $3,488,074 | +$963 | +0.03% | Mixed | 31 Mar 2026 |
| Sandra Lynne Reid | Exec VP Corp Communications | $3,256,823 | +$7,212 | +0.22% | Mixed | 27 Mar 2026 |
| Christopher J. Bast | Sr VP, Treasurer & Ops Support | $2,328,795 | +$7,212 | +0.31% | 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 | -$923,948 | -42% | Mixed | 30 Dec 2025 |
| Erika J. Schoenberger | General Counsel, Sr VP, Secy | $968,529 | -$92,778 | -8.7% | Mixed | 27 Mar 2026 |
| Thomas A. Haught | Director | $594,285 | Mixed | 21 May 2025 | ||
| Scott Alan Hyland | Senior VP of Marketing | $583,869 | -$146,443 | -20% | Mixed | 27 Mar 2026 |
| Matthew Christopher Harris | Director | $574,203 | Mixed | 21 May 2025 | ||
| Catherine M. Kilbane | Director | $473,441 | Mixed | 19 Sep 2025 | ||
| Alejandra Evans | Director | $325,297 | Mixed | 21 May 2025 | ||
| Anna Christine Davis | Sr VP of Human Resources | $277,293 | +$7,233 | +2.7% | Mixed | 27 Mar 2026 |
| Charles D. Stapleton | Director | $271,750 | Mixed | 31 Mar 2026 | ||
| Joseph E. McNeely | Director | $0 | Mixed | 21 May 2025 | ||
| Douglas K. Hall | Director | Mixed | 24 Oct 2022 | |||
| William J. Ginn | Director | Mixed | 24 Oct 2022 |
Top shareholders of DAVEY TREE EXPERT CO (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Karl J. Warnke |
3/4/5
|
Director |
—
mixed-class rows
|
1,778,113
mixed-class rows
|
$39,126,545 | — | 01 May 2025 | |
| James F. Stief |
3/4/5
|
FORMER OFFICER RETIRED |
—
class O/S missing
|
642,622
|
$11,631,464 | — | 30 Jun 2022 | |
| Patrick M. Covey |
3/4/5
|
Chairman, President & CEO, Director |
—
class O/S missing
|
562,894
|
$10,344,039 | +$7,233 | 27 Mar 2026 | |
| Joseph Edward Day III |
3/4/5
|
Retired |
—
mixed-class rows
|
405,527
mixed-class rows
|
$10,150,337 | -$1,829,731 | 30 Dec 2025 | |
| Lawrence R. Evans |
3/4/5
|
EVP & GM, Surgery Company |
—
class O/S missing
|
275,319
|
$6,949,669 | -$598,728 | 29 Aug 2025 | |
| Joseph R. Paul |
3/4/5
|
EVP & CFO, Director |
—
mixed-class rows
|
390,446
mixed-class rows
|
$6,749,677 | -$552,799 | 27 Mar 2026 | |
| Thea R. Sears |
3/4/5
|
Senior VP and Controller |
—
mixed-class rows
|
265,988
mixed-class rows
|
$6,646,610 | -$121,313 | 25 Mar 2026 | |
| Dan A. Joy |
3/4/5
|
Retired |
—
class O/S missing
|
352,493
|
$5,593,335 | -$3,264,432 | 11 Sep 2025 | |
| Gregory M. Ina |
3/4/5
|
EVP, Institute & Employee Dev. |
—
class O/S missing
|
183,290
|
$3,749,509 | -$247,139 | 27 Mar 2026 | |
| Brent R. Repenning |
3/4/5
|
EVP, Specialized Services |
—
class O/S missing
|
168,561
|
$3,503,212 | -$582,182 | 01 Apr 2026 | |
| James Edgar Doyle |
3/4/5
|
EVP & GM, Canada Operations |
—
class O/S missing
|
199,422
|
$3,488,074 | +$963 | 31 Mar 2026 | |
| Sandra Lynne Reid |
3/4/5
|
Exec VP Corp Communications |
—
mixed-class rows
|
218,570
mixed-class rows
|
$3,256,823 | +$7,212 | 27 Mar 2026 | |
| Christopher J. Bast |
3/4/5
|
Sr VP, Treasurer & Ops Support |
—
class O/S missing
|
119,176
|
$2,328,795 | +$7,212 | 27 Mar 2026 | |
| Sandra W. Harbrecht |
3/4/5
|
Director |
—
class O/S missing
|
114,395
|
$2,070,550 | — | 07 May 2021 | |
| Donald C. Brown |
3/4/5
|
Director |
—
mixed-class rows
|
103,404
mixed-class rows
|
$1,902,473 | — | 21 Oct 2024 | |
| James C. Houston |
3/4/5
|
Retired Officer |
—
mixed-class rows
|
117,876
mixed-class rows
|
$1,297,718 | -$923,948 | 30 Dec 2025 | |
| Erika J. Schoenberger |
3/4/5
|
General Counsel, Sr VP, Secy |
—
mixed-class rows
|
56,639
mixed-class rows
|
$968,529 | -$92,778 | 27 Mar 2026 | |
| Thomas A. Haught |
3/4/5
|
Director |
—
mixed-class rows
|
79,023
mixed-class rows
|
$594,285 | — | 21 May 2025 | |
| Scott Alan Hyland |
3/4/5
|
Senior VP of Marketing |
—
mixed-class rows
|
46,024
mixed-class rows
|
$583,869 | -$146,443 | 27 Mar 2026 | |
| Matthew Christopher Harris |
3/4/5
|
Director |
—
mixed-class rows
|
37,138
mixed-class rows
|
$574,203 | — | 21 May 2025 | |
| Catherine M. Kilbane |
3/4/5
|
Director |
—
mixed-class rows
|
26,872
mixed-class rows
|
$473,441 | — | 19 Sep 2025 | |
| Alejandra Evans |
3/4/5
|
Director |
—
class O/S missing
|
16,437
|
$325,297 | — | 21 May 2025 | |
| Anna Christine Davis |
3/4/5
|
Sr VP of Human Resources |
—
mixed-class rows
|
46,264
mixed-class rows
|
$277,293 | +$7,233 | 27 Mar 2026 | |
| Charles D. Stapleton |
3/4/5
|
Director |
—
mixed-class rows
|
11,354
mixed-class rows
|
$271,750 | — | 31 Mar 2026 | |
| Douglas K. Hall |
3/4/5
|
Director |
—
class O/S missing
|
98,043
|
— | — | 24 Oct 2022 | |
| William J. Ginn |
3/4/5
|
Director |
—
class O/S missing
|
35,938
|
— | — | 24 Oct 2022 | |
| Joseph E. McNeely |
3/4/5
|
Director |
—
class O/S missing
|
1,784
|
— | — | 21 May 2025 |
Recent Insider Transactions by Companies or Individuals for DAVEY TREE EXPERT CO
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||
| Scott Alan Hyland | Stock Appreciation Rights (2016) | Options Exercise | -100% | -4,200 | 0 | 27 Mar 2026 | Direct | |||
| Brent R. Repenning | Common Stock | Options Exercise | 14.9% | 21,960 | 169,621 | 27 Mar 2026 | Direct | |||
| Brent R. Repenning | Common Stock | Tax liability | -9.35% | -16,045 | 155,549 | 27 Mar 2026 | Direct | |||
| Brent R. Repenning | Stock Appreciation Rights (2018) | Options Exercise | -100% | -9,160 | 0 | 27 Mar 2026 | Direct | |||
| Brent R. Repenning | Stock Appreciation Rights (2017) | Options Exercise | -100% | -4,400 | 0 | 27 Mar 2026 | Direct | |||
| Brent R. Repenning | Stock Appreciation Rights (2016) | Options Exercise | -100% | -8,400 | 0 | 27 Mar 2026 | Direct | |||
| Patrick M. Covey | Common Stock | Award | 4.23% | 21,030 | 518,268 | 25 Mar 2026 | Direct | |||
| Joseph R. Paul | Common Stock | Award | 3.07% | 10,515 | 353,078 | 25 Mar 2026 | Direct | |||
| Erika J. Schoenberger | Common Stock | Award | 11.9% | 5,735 | 53,817 | 25 Mar 2026 | Direct | |||
| Brent R. Repenning | Common Stock | Award | 2.91% | 4,465 | 157,848 | 25 Mar 2026 | Direct | |||
| Gregory M. Ina | Common Stock | Award | 3.01% | 4,465 | 152,918 | 25 Mar 2026 | Direct | |||
| James Edgar Doyle | Common Stock | Award | 2.06% | 3,505 | 173,784 | 25 Mar 2026 | Direct | |||
| Sandra Lynne Reid | Common Stock | Award | 1.41% | 2,550 | 182,818 | 25 Mar 2026 | Direct | |||
| Thea R. Sears | Common Stock | Award | 1.06% | 2,550 | 242,589 | 25 Mar 2026 | Direct | |||
| Christopher J. Bast | Common Stock | Award | 2.55% | 2,550 | 102,737 | 25 Mar 2026 | Direct | |||
| Scott Alan Hyland | Common Stock | Award | 5.71% | 1,915 | 35,452 | 25 Mar 2026 | Direct | |||
| Anna Christine Davis | Common Stock | Award | 5.59% | 1,915 | 36,147 | 25 Mar 2026 | Direct | |||
| Patrick M. Covey | Common Stock | Sale | -1.22% | -6,125 | 497,238 | 23 Mar 2026 | Direct | |||
| Patrick M. Covey | Common Stock | Options Exercise | 2.03% | 10,000 | 503,363 | 23 Mar 2026 | Direct | |||
| Patrick M. Covey | Non-Qualified Stock Option (Right to Buy) | Options Exercise | -100% | -10,000 | 0 | 23 Mar 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.