0001572890-24-000006.txt : 20240329 0001572890-24-000006.hdr.sgml : 20240329 20240329123658 ACCESSION NUMBER: 0001572890-24-000006 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: Joy Dan A CENTRAL INDEX KEY: 0001572890 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-11917 FILM NUMBER: 24802982 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_1711730210.xml FORM 4 X0508 4 2024-03-29 0 0000277638 DAVEY TREE EXPERT CO NONE 0001572890 Joy Dan A 1500 NORTH MANTUA STREET P.O. BOX 5193 KENT OH 44240-5193 0 1 0 0 EVP & Assistant to President 0 Common Stock 2024-03-29 4 M 0 8400 6.60 A 83536 D Common Stock 2024-03-29 4 D 0 2497 22.20 D 81039 D Common Stock 2024-03-29 4 F 0 1777 22.20 D 79262 D Common Stock 2024-03-29 4 F 0 3369 22.20 D 75893 D Common Stock 9600 I By Sons Common Stock 184941.6437 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 184,941.6437 common shares acquired through the Company's 401(K) benefit plan as of March 29, 2024, based on internal records. /s/Dan A. Joy/Christopher J. Bast, By Power of Attorney 2024-03-29