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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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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
    
 
BARTH BRETT H
CEO
JS*
$1,000,000
84,571
---
9/30/23
---
$11.82
143,655
-37.1
D
A
10/20/23 - 10:17:30 am
2
    
 
BERMANZOHN FRAN
DIR
JB
---
657
---
9/30/23
---
---
5,601
13.3
D
---
10/3/23 - 9:38:18 pm
3
    
 
MEANEY SUSAN
DIR
JB
---
657
---
9/30/23
---
---
5,282
14.2
D
---
10/3/23 - 9:35:13 pm
4
    
 
BINSTOCK JOAN
DIR
JB
---
657
---
9/30/23
---
---
8,112
8.8
D
---
10/3/23 - 9:33:07 pm
5
    
 
KKR ALTERNATIVE ASSETS LLC
BO
JB
$2,899,684
101,672
---
9/30/23
---
$28.52
7,221,336
1.4
I
---
10/3/23 - 9:31:18 pm
6
    
 
BARTH BRETT H
CEO
JS*
$1,000,000
84,582
---
9/30/23
---
$11.82
143,644
-37.1
D
---
10/3/23 - 5:30:25 pm
7
    
 
RYNDERS PERRY M
DIR
JB
---
500
---
9/30/23
---
---
3,674
15.8
D
---
10/3/23 - 3:43:19 pm
8
    
 
RYNDERS PERRY M
DIR
JB
---
500
---
9/30/23
---
---
3,674
15.8
D
---
10/3/23 - 3:43:19 pm
9
    
 
LEIGHTON JEFFREY T
DIR
JB
---
500
---
9/30/23
---
---
15,064
3.4
D
---
10/3/23 - 3:42:35 pm
10
    
 
LEIGHTON JEFFREY T
DIR
JB
---
500
---
9/30/23
---
---
15,064
3.4
D
---
10/3/23 - 3:42:35 pm
11
    
 
HART TERRY A
CFO,TR
JB*
$11,059
667
---
9/30/23
---
$16.58
14,263
4.9
D
---
10/2/23 - 5:00:24 pm
12
    
 
KA CREDIT ADVISORS LLC
FO
JS*
$11,059
667
---
9/30/23
---
$16.58
---
All
D
---
10/2/23 - 4:55:52 pm
13
    
 
RITCHIE JAMES JOSEPH
TT
JB*
$250,000
10,179
---
9/29/23
---
$24.56
10,179
New
D
---
12/22/23 - 1:54:19 pm
14
    
 
SWANN LAURENCE ERIC
BO
3
---
---
---
9/29/23
---
---
3,660,000
---
D
R
10/13/23 - 4:32:01 pm
15
    
 
SPC WILSON POINT L P
BO
JB*
$1,599,065
82,639
---
9/29/23
---
$19.35
4,713,306
1.8
D
---
10/3/23 - 12:37:28 pm
16
    
 
BRONNER SCOTT JONATHAN
PR,DIR
JB*
$249,975
12,919
---
9/29/23
---
$19.35
37,948
51.6
D
---
10/3/23 - 12:34:50 pm
17
    
 
NOVO YVETTE
CFO
3
---
---
---
9/28/23
---
---
---
---
---
---
10/6/23 - 4:35:42 pm
18
    
 
COHEN DAVID MATTHEW
PR,DIR
3
---
---
---
9/28/23
---
---
---
---
---
---
10/6/23 - 4:30:29 pm
19
    
 
WASSENAAR OLIVIA C
CEO,DIR
3
---
---
---
9/28/23
---
---
---
---
---
---
10/6/23 - 4:30:28 pm
20
    
 
STILL CORINNE
PR,DIR
3
---
---
---
9/28/23
---
---
---
---
---
---
10/6/23 - 4:30:23 pm
21
    
 
WOOLRIDGE VICTOR
DIR
JB*
$7,330
481
---
9/26/23
---
$15.24
5,103
10.4
I
---
9/28/23 - 4:30:09 pm
22
    
 
STALOCH ALISON
O
JB*
$459
38
---
9/26/23
---
$12.11
3,029
1.3
D
---
9/27/23 - 10:59:20 am
23
    
 
BROGAN MARGUERITE
DIR
JB*
$8,375
861
---
9/21/23
---
$9.73
3,761
29.7
D
A
11/27/23 - 1:37:01 pm
24
    
 
GORDON PETER
DIR
JB*
$25,125
2,583
---
9/21/23
---
$9.73
5,001
106.8
D
A
11/27/23 - 1:33:14 pm
25
    
 
GELLERT EDWARD
DIR
JB*
$16,750
1,722
---
9/21/23
---
$9.73
3,253
112.5
D
A
11/27/23 - 1:29:40 pm
26
    
 
BOOTH RICHARD WHITAKER
O
JB*
$453
37
---
9/21/23
---
$12.11
2,991
1.3
D
---
9/22/23 - 11:52:48 am
27
    
 
MONTE MARK DAVID
DIR
JB*
$898
90
---
9/21/23
---
$9.93
452
25.0
D
---
9/22/23 - 11:46:04 am
28
    
 
MONTE MARK DAVID
DIR
JB*
$102
8
---
9/21/23
---
$12.11
41
25.6
D
---
9/22/23 - 11:42:31 am
29
    
 
BROGAN MARGUERITE
DIR
JB*
---
---
---
9/21/23
---
---
2,519
---
D
---
9/21/23 - 2:56:07 pm
30
    
 
GELLERT EDWARD
DIR
JB*
---
---
---
9/21/23
---
---
953
---
D
---
9/21/23 - 2:55:29 pm
31
    
 
GORDON PETER
DIR
JB*
---
---
---
9/21/23
---
---
1,474
---
D
---
9/21/23 - 2:53:30 pm
32
    
 
PUBLIC INSTITUTION FOR SOCIAL SECURITY
BO
JB
$14,986,663
1,423,235
---
9/20/23
---
$10.53
22,191,836
6.9
D
---
9/22/23 - 5:15:09 pm
33
    
 
JOHNSON TINA P
BO
JB
$11,746
796
---
9/20/23
---
$14.75
677,781
0.1
I
---
9/21/23 - 4:29:05 pm
34
    
 
J P MORGAN INVESTMENT MANAGEMENT INC
FO,BO
JB*
$45,000,000
3,656,010
---
9/18/23
---
$12.31
4,186,260
689.5
D
---
9/20/23 - 4:38:50 pm
35
    
 
J P MORGAN INVESTMENT MANAGEMENT INC
FO,BO
JB*
$45,000,000
3,656,010
---
9/18/23
---
$12.31
4,186,260
689.5
D
---
9/20/23 - 4:38:50 pm
36
    
 
CAISSE DE RETRAITE D HYDRO QUEBEC
BO
3
---
---
---
9/15/23
---
---
1,100,000
---
D
---
9/29/23 - 3:43:53 pm
37
    
 
POPOV ALEXANDER
VP
JB*
$11,247
541
---
9/15/23
---
$20.79
6,185
9.6
D
---
9/19/23 - 4:18:40 pm
38
    
 
JENKINS MARK DAVID
DIR
JB*
$25,010
1,203
---
9/15/23
---
$20.79
13,745
9.6
D
---
9/19/23 - 4:17:39 pm
39
    
 
PACE LINDA
DIR
JB*
$12,495
601
---
9/15/23
---
$20.79
6,872
9.6
D
---
9/19/23 - 4:16:40 pm
40
    
 
GOLUB DAVID
PR,CEO,DIR
JB*
$1,125,473
75,032
---
9/15/23
---
$15.00
685,722
12.3
I
---
9/18/23 - 9:55:39 am
41
    
 
GOLUB DAVID
PR,CEO,DIR
JB*
$1,125,473
75,032
---
9/15/23
---
$15.00
685,722
12.3
I
---
9/18/23 - 9:55:39 am
42
    
 
GOLUB LAWRENCE E
CB,DIR
JB*
$1,125,473
75,032
---
9/15/23
---
$15.00
685,722
12.3
I
---
9/18/23 - 9:53:54 am
43
    
 
GOLUB LAWRENCE E
CB,DIR
JB*
$1,125,473
75,032
---
9/15/23
---
$15.00
685,722
12.3
I
---
9/18/23 - 9:53:54 am
44
    
 
GOLUB DAVID
PR,CEO,DIR,BO
JB*
$7,650,788
510,053
---
9/15/23
---
$15.00
5,695,995
9.8
I
---
9/18/23 - 9:35:40 am
45
    
 
GOLUB LAWRENCE E
CB,DIR,BO
JB*
$7,650,788
510,053
---
9/15/23
---
$15.00
5,695,995
9.8
I
---
9/18/23 - 9:33:31 am
46
    
 
MUZINICH AND CO INC
BO
3
---
---
---
9/15/23
---
---
1
---
D
---
9/15/23 - 10:34:02 am
47
    
 
SMITH MICHAEL REMINGTON
PR,CIO
3
---
---
---
9/15/23
---
---
---
---
---
---
9/15/23 - 10:32:27 am
48
    
 
RIVKIN CHERYL
SEC
3
---
---
---
9/15/23
---
---
---
---
---
---
9/15/23 - 10:29:48 am
49
    
 
YOULE JEFFREY
CEO,DIR
3
---
---
---
9/15/23
---
---
---
---
---
---
9/15/23 - 10:27:22 am
50
    
 
FEHRE PAUL
CFO,TR,DIR
3
---
---
---
9/15/23
---
---
---
---
---
---
9/15/23 - 10:25:38 am
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