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