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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
DAVEY TREE EXPERT CO: NONE
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
COMER WYNNE RICHARDS
DIR
JB*
$15,943
627
---
12/16/24
---
$25.41
6,077
11.5
I
---
12/17/24 - 7:29:15 pm
2
    
 
ABU DHABI INVESTMENT AUTHORITY
BO
JB*
$15,943,401
627,446
---
12/16/24
---
$25.41
6,076,938
11.5
I
---
12/17/24 - 2:51:08 pm
3
    
 
MCGRATH SHEILA K
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:56:19 pm
4
    
 
BROWN STUART B
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:55:33 pm
5
    
 
WEINSTEIN ADAM B
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:54:48 pm
6
    
 
LINDEMANN KEVEN J
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:54:02 pm
7
    
 
MARTIN BRUCE D
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:53:04 pm
8
    
 
MCCARTHY MICHAEL P
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:52:35 pm
9
    
 
KAPLAN PETER E JR
DIR
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:50:16 pm
10
    
 
STEELE KELLIE
O
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:49:30 pm
11
    
 
HENNEN MICHAEL
COO
3
---
---
---
12/16/24
---
---
---
---
---
---
12/16/24 - 4:15:05 pm
12
    
 
SCHREIBER JASON K
DIR
JB
---
21,417
---
12/15/24
---
---
21,417
New
D
R
12/17/24 - 5:53:06 pm
13
    
 
DEBACKER NATHAN DAVID
O
JB
---
9,245
---
12/15/24
---
---
9,245
New
D
R
12/17/24 - 5:52:56 pm
14
    
 
VANDECRUZE GRACE
DIR
3
---
---
---
12/13/24
---
---
---
---
---
---
12/19/24 - 6:00:11 pm
15
    
 
HERSHEY JOHN
DIR
3
---
---
---
12/13/24
---
---
---
---
---
---
12/19/24 - 5:55:35 pm
16
    
 
PRUDENTIAL INSURANCE CO OF AMERICA
BO
JB*
$2,000,000
71,633
---
12/13/24
---
$27.92
4,851,926
1.5
I
---
12/17/24 - 4:51:06 pm
17
    
 
GOLUB LAWRENCE E
CB,DIR,BO
JB*
$9,500,998
633,400
---
12/12/24
---
$15.00
6,107,166
11.6
I
---
12/16/24 - 2:17:46 pm
18
    
 
GOLUB DAVID
PR,CEO,DIR,BO
JB*
$9,500,998
633,400
---
12/12/24
---
$15.00
6,107,166
11.6
I
---
12/16/24 - 2:16:26 pm
19
    
 
HALL BJORN
SEC,CCO
JB*
$1,000
90
---
12/12/24
---
$11.09
2,175
4.3
D
---
12/13/24 - 9:33:17 am
20
    
 
ELLENWOOD DAN
CCO
3
---
---
---
12/11/24
---
---
---
---
---
---
12/13/24 - 6:26:44 pm
21
    
 
LEGACY KNIGHT STRATEGIC OPPORTUNITIES FUND SCM SER
BO
JB*
$2,783,979
184,982
---
12/9/24
---
$15.05
1,190,745
18.4
I
---
12/11/24 - 2:17:28 pm
22
    
 
LADD ROBERT T
CEO,PR,TT
JB*
$52,856
3,512
---
12/9/24
---
$15.05
28,079
14.3
D
---
12/11/24 - 2:16:06 pm
23
    
 
D ANGELO DEAN
TT
JB*
$44,036
2,926
---
12/9/24
---
$15.05
18,838
18.4
D
---
12/11/24 - 2:12:48 pm
24
    
 
HUSKINSON W TODD
CFO,CCO,SEC
JB*
$7,826
520
---
12/9/24
---
$15.05
4,011
14.9
D
---
12/11/24 - 2:11:20 pm
25
    
 
NEW MOUNTAIN GUARDIAN IV RATED FEEDER III LTD
BO
JB*
$39,949,680
3,994,968
---
12/6/24
---
$10.00
22,305,238
21.8
D
---
12/10/24 - 5:59:52 pm
26
    
 
NEW MOUNTAIN GUARDIAN IV INCOME RATED FEEDER II LT
BO
JB*
$15,000,000
1,500,000
---
12/6/24
---
$10.00
19,500,000
8.3
D
---
12/10/24 - 5:57:36 pm
27
    
 
NEW MOUNTAIN GUARDIAN IV RATED FEEDER I LTD
BO
JB*
$39,600,000
3,960,000
---
12/6/24
---
$10.00
22,110,000
21.8
D
---
12/10/24 - 5:54:12 pm
28
    
 
BOOTH RICHARD WHITAKER
O
JB*
$463
40
---
12/6/24
---
$11.46
4,081
1.0
D
---
12/9/24 - 9:59:07 am
29
    
 
BOOTH RICHARD WHITAKER
O
JB*
$37
4
---
12/6/24
---
$10.00
520
0.7
D
---
12/9/24 - 9:41:12 am
30
    
 
KLEINMAN KEITH
SEC
3
---
---
---
12/5/24
---
---
---
---
---
---
12/16/24 - 2:15:15 pm
31
    
 
GOLUB LAWRENCE E
CB,DIR,BO
JB*
$1,800,473
120,032
---
12/5/24
---
$15.00
2,357,764
5.4
I
---
12/9/24 - 5:09:44 pm
32
    
 
GOLUB DAVID
PR,CEO,DIR,BO
JB*
$1,800,473
120,032
---
12/5/24
---
$15.00
2,357,764
5.4
I
---
12/9/24 - 5:03:25 pm
33
    
 
KWONG DOMINIQUE
CEO,DIR
3
---
---
---
12/4/24
---
---
748,945
---
D
---
12/16/24 - 5:46:48 pm
34
    
 
QATAR INVESTMENT AUTHORITY
BO
JB*
$45,000,000
2,584,915
---
12/4/24
---
$17.41
3,484,915
287.2
I
---
12/11/24 - 6:20:53 pm
35
    
 
SARAFAN LILY
DIR
3
---
---
---
12/4/24
---
---
18,402
---
D
---
12/6/24 - 5:52:47 pm
36
    
 
PECK JOSHUA
VP
3
---
---
---
12/4/24
---
---
---
---
---
---
12/6/24 - 5:00:05 pm
37
    
 
WAXMAN ALAN
VP
3
---
---
---
12/4/24
---
---
7,851,490
---
I
---
12/6/24 - 5:00:03 pm
38
    
 
WAXMAN ALAN
VP
3
---
---
---
12/4/24
---
---
1,398,148
---
I
---
12/6/24 - 5:00:03 pm
39
    
 
HAYES JERALD BENJAMIN
FO
JB*
$1,268,500
50,000
---
12/2/24
---
$25.37
1,970,832
2.6
D
---
12/5/24 - 3:59:43 pm
40
    
 
FORSTENHAUSLER MATTHEW E
DIR
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 11:11:28 am
41
    
 
MORRISS GEORGE W
DIR
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 11:09:49 am
42
    
 
BARLOW JOSHUA
DIR
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 11:08:05 am
43
    
 
FRONTZ JASPER R
CCO
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 11:06:25 am
44
    
 
ADAIR ALEXANDER
TR
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 11:03:16 am
45
    
 
DOCHEVA LYUBA
SEC
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 11:01:08 am
46
    
 
PLATKIN PAUL S
PR,DIR
3
---
---
---
12/2/24
---
---
---
---
---
---
12/5/24 - 10:58:46 am
47
    
 
BANCO BTG PACTUAL S A
BO
JB*
$44,995,060
2,243,024
---
12/2/24
---
$20.06
4,993,024
81.6
I
---
12/4/24 - 6:08:14 pm
48
    
 
INTERCORP PERU LTD
BO
JB*
$265,000
13,445
---
12/2/24
---
$19.71
1,896,159
0.7
I
---
12/4/24 - 4:05:05 pm
49
    
 
HARPER ROBERT G IV
PR,DIR
JB*
$6,500
465
---
12/2/24
---
$13.97
530,268
0.1
D
---
12/3/24 - 5:05:31 pm
50
    
 
DONOR ADVISED CHARITABLE GIVING INC
BO
3
---
---
---
12/2/24
---
---
1,000,000
---
D
---
12/2/24 - 6:00:05 pm
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