PAUL JOSEPH R (EVP, CFO & Secretary) exercised options at DAVEY TREE EXPERT CO
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 3/30/2026ACC: 0001628280-26-021899
Officer· EVP, CFO & Secretary
Since Jun 2018
-36.85K
Net shares
Net seller
$1.02M
Total sold
0
Open market trades
0B · 0S
5
Total transactions
50K acquired · 86.85K disposed
Non-Derivative Transactions4
Common Stock
Direct
Shares
−6.16K
Price / share
$27.60
Trade value
$170.10K
% of position
1.7%
3/27/2026
353.08K→346.92K
Common Stock
Direct
Shares
+50K
Price / share
$8.18
Trade value
$409K
% of position
14.4%
3/27/2026
346.92K→396.92K
Common Stock
Direct
Shares
−14.82K
Price / share
$27.60
Trade value
$409K
% of position
3.7%
3/27/2026
396.92K→382.10K
Common Stock
Direct
Shares
−15.87K
Price / share
$27.60
Trade value
$437.93K
% of position
4.2%
3/27/2026
382.10K→366.23K
Total
Net shares
+13.15K
Net value
-$608.03K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/27/2026 | F · Tax Withholding | −6.16K | $27.60 | $170.10K | 1.7% | 353.08K | 346.92K |
| Common Stock Direct | 3/27/2026 | M · Option Exercise | +50K | $8.18 | $409K | 14.4% | 346.92K | 396.92K |
| Common Stock Direct | 3/27/2026 | F · Tax Withholding | −14.82K | $27.60 | $409K | 3.7% | 396.92K | 382.10K |
| Common Stock Direct | 3/27/2026 | F · Tax Withholding | −15.87K | $27.60 | $437.93K | 4.2% | 382.10K | 366.23K |
| Total | +13.15K | -$608.03K | ||||||
Derivative Transactions1
Stock Appreciation Rights (2016)
Direct
Converts to
Common Stock
50K shares
Shares
−50K
Strike price
8.18
Held after
0.00
Exercisable
—
3/27/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Appreciation Rights (2016) Direct | Common Stock50K shares | 3/27/2026 | M · Option Exercise | −50K | 8.18 | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned24.17K
Total
24.17K indirect24.17K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 24.17K | Indirect |
| Total | 24.17K | 24.17K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported