0001362786-24-000006.txt : 20240329 0001362786-24-000006.hdr.sgml : 20240329 20240329124651 ACCESSION NUMBER: 0001362786-24-000006 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240329 FILED AS OF DATE: 20240329 DATE AS OF CHANGE: 20240329 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: PAUL JOSEPH R CENTRAL INDEX KEY: 0001362786 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-11917 FILM NUMBER: 24803049 MAIL ADDRESS: STREET 1: 1500 NORTH MANTUA STREET STREET 2: PO BOX 5193 CITY: KENT STATE: OH ZIP: 44240-5193 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: DAVEY TREE EXPERT CO CENTRAL INDEX KEY: 0000277638 STANDARD INDUSTRIAL CLASSIFICATION: AGRICULTURE SERVICES [0700] ORGANIZATION NAME: 08 Industrial Applications and Services IRS NUMBER: 340176110 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1500 N MANTUA ST STREET 2: P O BOX 5193 CITY: KENT STATE: OH ZIP: 44240-5193 BUSINESS PHONE: 3306739511 MAIL ADDRESS: STREET 1: 1500 NORTH MANTUA STREET STREET 2: P O BOX 5193 CITY: KENT STATE: OH ZIP: 44240-5193 4 1 wk-form4_1711730801.xml FORM 4 X0508 4 2024-03-29 0 0000277638 DAVEY TREE EXPERT CO NONE 0001362786 PAUL JOSEPH R 1500 NORTH MANTUA STREET KENT OH 44240 0 1 0 0 EVP & CFO 0 Common Stock 2024-03-29 4 M 0 43400 6.60 A 382577 D Common Stock 2024-03-29 4 D 0 12903 22.20 D 369674 D Common Stock 2024-03-29 4 F 0 9180 22.20 D 360494 D Common Stock 2024-03-29 4 F 0 2135 22.20 D 358359 D Common Stock 2024-03-29 4 F 0 12927 22.20 D 345432 D Common Stock 22215.7118 I By 401(k) Plan Stock Appreciation Rights (2014) 6.60 2024-03-29 4 M 0 43400 0 D 2015-03-07 2023-12-31 Common Stock 43400 0 D 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. Payment of taxes in connection with SARs pay-out. Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over five years. Payment of taxes related to PRSU and RSUs pay-out. Distribution of shares over three years. This total reflects routine accumulation of 22,215.5118 common shares acquired through the Company's 401(K) benefit plan as of March 29, 2024, based on internal records. /s/Joseph R. Paul/Christopher J. Bast, By Power of Attorney 2024-03-29