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Covey Patrick M – ‘4’ for 3/29/24 re: Davey Tree Expert Co.

On:  Friday, 3/29/24, at 12:48pm ET   ·   For:  3/29/24   ·   As:  Director and Officer   ·   Accession #:  1363607-24-6   ·   File #:  0-11917

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer

 3/29/24  Covey Patrick M                   4          Dir.,Off.   1:9K   Davey Tree Expert Co.

Statement of Changes in Beneficial Ownership of Securities by an Insider   —   Form 4   —   SEA’34

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 4           Statement of Changes in Beneficial Ownership of     HTML      9K 
                Securities by an Insider --                                      
                wk-form4_1711730918.xml/5.8


        

This ‘4’ Document is an XML Data File that may be rendered in various formats:

  Form 4    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
SEC Info℠ rendering:  Statement of Changes in Beneficial Ownership of Securities by an Insider — wk-form4_1711730918.xml/5.8
 

The SEC has not released XSLT Stylesheets needed to render this File’s XML Data as a Form.

This is our “Plain Text” rendering:
 
                                                                                                                                                                                
Ownership Document
 
Schema Version:  X0508
Document Type:  4
Period of Report:  3/29/24
Not Subject to Section 16:  0
Issuer:
Issuer CIK:  277638
Issuer Name:  DAVEY TREE EXPERT CO
Issuer Trading Symbol:  NONE
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1363607
Owner Name:  COVEY PATRICK M
Reporting Owner Address:
Owner Street 1:  1500 NORTH MANTUA STREET
Owner Street 2:
Owner City:  KENT
Owner State:  OH
Owner ZIP Code:  44240
Owner State Description:
Reporting Owner Relationship:
Is Director?  Yes
Is Officer?  Yes
Is Ten Percent Owner?  No
Is Other?  No
Officer Title:  Chairman, President & CEO
Aff 10b5 One:  0
Non-Derivative Table:
Non-Derivative Transaction:
Security Title:
Value:  Common Stock
Transaction Date:
Value:  3/29/24
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  M
Equity Swap Involved?  No
Transaction Amounts:
Transaction Shares:
Value:  51,600
Footnote ID:  F1
Transaction Price Per Share:
Value:  6.60
Transaction Acquired-Disposed Code:
Value:  A
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  561,974
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Non-Derivative Transaction:
Security Title:
Value:  Common Stock
Transaction Date:
Value:  3/29/24
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  D
Equity Swap Involved?  No
Transaction Amounts:
Transaction Shares:
Value:  15,341
Footnote ID:  F1
Transaction Price Per Share:
Value:  22.20
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  546,633
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Non-Derivative Transaction:
Security Title:
Value:  Common Stock
Transaction Date:
Value:  3/29/24
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  F
Equity Swap Involved?  No
Transaction Amounts:
Transaction Shares:
Value:  19,494
Footnote ID:  F2
Transaction Price Per Share:
Value:  22.20
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  527,139
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  1,000
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Sons
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  27,862.7516
Footnote ID:  F3
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By 401(k) Plan
Derivative Table:
Derivative Transaction:
Security Title:
Value:  Stock Appreciation Rights (2014)
Conversion or Exercise Price:
Value:  6.60
Transaction Date:
Value:  3/29/24
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  M
Equity Swap Involved?  No
Transaction Amounts:
Transaction Shares:
Value:  51,600
Footnote ID:  F1
Transaction Price Per Share:
Value:  0
Transaction Acquired-Disposed Code:
Value:  D
Exercise Date:
Value:  3/7/15
Expiration Date:
Value:  12/31/23
Underlying Security:
Underlying Security Title:
Value:  Common Stock
Underlying Security Shares:
Value:  51,600
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  0
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Footnotes:
Footnote - F1:  Pursuant to their terms, Stock Appreciation Rights (SARs) were automatically exercised on March 7, 2024, which was the tenth anniversary of the grant date. March 29, 2024 is the earliest date on which the Company was able to complete SARs calculations, based on the availability of its stock price valuation.
Footnote - F2:  Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three years.
Footnote - F3:  This total reflects routine accumulation of 27,862.7516 common shares acquired through the Company's 401(K) benefit plan as of March 29, 2024, based on internal records. The number of shares in the reporting person's 401(K) plan account has decreased due to administrative fees withheld by the plan administrator.
Remarks:
Owner Signature:
Signature Name:  /s/Patrick M. Covey/Christopher J. Bast, by Power of Attorney
Signature Date:  3/29/24


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