0001572888-24-000006.txt : 20240329 0001572888-24-000006.hdr.sgml : 20240329 20240329123104 ACCESSION NUMBER: 0001572888-24-000006 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: Repenning Brent R CENTRAL INDEX KEY: 0001572888 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-11917 FILM NUMBER: 24802969 MAIL ADDRESS: STREET 1: 1500 NORTH MANTUA STREET CITY: KENT STATE: OH ZIP: 44240 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_1711729854.xml FORM 4 X0508 4 2024-03-29 0 0000277638 DAVEY TREE EXPERT CO NONE 0001572888 Repenning Brent R 1500 NORTH MANTUA STREET P.O. BOX 5193 KENT OH 44240-5193 0 1 0 0 EVP, U.S. Utility & DRG 0 Common Stock 2024-03-29 4 M 0 8400 6.60 A 142104 D Common Stock 2024-03-29 4 D 0 2497 22.20 D 139607 D Common Stock 2024-03-29 4 F 0 1762 22.20 D 137845 D Common Stock 2024-03-29 4 F 0 3881 22.20 D 133964 D Common Stock 14543.7887 I By 401(k) Plan Stock Appreciation Rights (2014) 6.60 2024-03-29 4 M 0 8400 0 D 2015-03-07 2023-12-31 Common Stock 8400 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 three and five years. This total reflects routine accumulation of 14,543.7887 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. /s/Brent R. Repenning/Christopher J. Bast, by Power of Attorney 2024-03-29