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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
    
 
KUPPENHEIMER STEPHAN
CEO,DIR
JB*
$500,000
19,810
---
3/3/25
---
$25.24
19,810
New
D
---
3/4/25 - 5:14:48 pm
2
    
 
HARPER ROBERT G IV
PR,DIR
JB*
$11,500
836
---
3/3/25
---
$13.76
536,649
0.2
D
---
3/4/25 - 4:06:33 pm
3
    
 
INTERCORP PERU LTD
BO
JB*
$810,000
41,117
---
3/3/25
---
$19.70
2,511,346
1.7
I
---
3/4/25 - 4:05:13 pm
4
    
 
KREI WEST ST INVESTMENTS LLC
BO
JS
---
2,000,000
---
3/3/25
---
---
---
All
D
---
3/4/25 - 4:05:06 pm
5
    
 
MORRISS GEORGE W
DIR
JB*
$500,000
50,000
---
3/3/25
---
$10.00
50,000
New
D
---
3/3/25 - 11:20:50 am
6
    
 
BARTH BRETT H
CEO
JB*
$92,500
6,705
---
3/1/25
---
$13.79
48,326
16.1
I
A
3/13/25 - 5:54:08 pm
7
    
 
BARTH BRETT H
CEO
JB*
$92,500
6,706
---
3/1/25
---
$13.79
48,327
16.1
I
---
3/4/25 - 5:15:18 pm
8
    
 
HIME JAMES
CFO
3
---
---
---
2/28/25
---
---
---
---
---
---
3/7/25 - 1:26:35 pm
9
    
 
GS FUND HOLDINGS L L C
O
JS
$10,000
400
---
2/28/25
---
$25.00
---
All
D
---
3/4/25 - 5:02:31 pm
10
    
 
KKR ALTERNATIVE ASSETS LLC
BO
JB
$1,185,496
47,996
---
2/28/25
---
$24.70
10,310,471
0.5
I
---
3/4/25 - 4:37:45 pm
11
    
 
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMER
BO
JS*
$5,000,000
414,250
---
2/28/25
---
$12.07
28,902,108
-1.4
I
---
3/4/25 - 2:08:51 pm
12
    
 
CARTER MATTHEW RYAN
VP
3
---
---
---
2/26/25
---
---
---
---
D
---
3/6/25 - 4:28:11 pm
13
    
 
CARTER MATTHEW RYAN
VP
3
---
---
---
2/26/25
---
---
---
---
D
---
3/6/25 - 4:25:55 pm
14
    
 
CARTER MATTHEW RYAN
VP
3
---
---
---
2/26/25
---
---
---
---
D
---
3/6/25 - 4:23:39 pm
15
    
 
STALOCH ALISON
TR
JB*
$226
19
---
2/26/25
---
$11.66
3,417
0.6
D
---
2/27/25 - 2:13:19 pm
16
    
 
STALOCH ALISON
TR
JB*
$274
27
---
2/26/25
---
$10.02
442
6.6
D
---
2/27/25 - 9:21:18 am
17
    
 
APOLLO PRINCIPAL HOLDINGS B L P
BO
JB*
$13,999,985
512,319
---
2/24/25
---
$27.33
5,485,995
10.3
I
---
2/26/25 - 7:30:23 pm
18
    
 
PASTERNACK BENJAMIN DAVID
CEO
JB*
$40,000
1,464
---
2/24/25
---
$27.33
15,600
10.4
D
---
2/26/25 - 4:30:11 pm
19
    
 
SHETH VISHAL
CFO
JB*
$6,000
220
---
2/24/25
---
$27.33
2,518
9.6
D
---
2/26/25 - 4:30:06 pm
20
    
 
CARVALHO JOSEPH ALEXANDER
CEO,DIR
JB*
$40,000
1,464
---
2/24/25
---
$27.33
15,600
10.4
D
---
2/26/25 - 4:30:05 pm
21
    
 
BOOTH RICHARD WHITAKER
O
JB*
$459
39
---
2/24/25
---
$11.66
4,283
0.9
D
---
2/25/25 - 12:04:53 pm
22
    
 
BOOTH RICHARD WHITAKER
O
JB*
$41
4
---
2/24/25
---
$10.02
554
0.7
D
---
2/25/25 - 11:24:43 am
23
    
 
MONTE MARK DAVID
DIR
JB*
$786
78
---
2/24/25
---
$10.02
1,863
4.4
D
---
2/25/25 - 10:15:22 am
24
    
 
MONTE MARK DAVID
DIR
JB*
$214
18
---
2/24/25
---
$11.66
400
4.8
D
---
2/25/25 - 9:04:52 am
25
    
 
LEV ARTHUR JASON
DIR
3
---
---
---
2/21/25
---
---
---
---
---
---
3/10/25 - 9:53:19 pm
26
    
 
SMOCK CHRISTOPHER
CCO
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:33:01 pm
27
    
 
FRICKE KARA
LO
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:30:38 pm
28
    
 
O TOOLE MAUREEN ELLEN
DIR
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:26:57 pm
29
    
 
WASILEWSKI CHRISTOPHER
COO
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:26:28 pm
30
    
 
MARKLE NEHA
CEO,PR,DIR
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:23:14 pm
31
    
 
QUINN PATRICK
SEC
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:21:55 pm
32
    
 
DAROOKA ANMOL
CFO,TR
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:21:19 pm
33
    
 
MORGAN STANLEY AIP GP LP
FO
3
---
---
---
2/21/25
---
---
---
---
---
---
2/21/25 - 9:17:02 pm
34
    
 
MORGAN STANLEY AIP FUNDING INC
BO
3
---
---
---
2/21/25
---
---
7,500,000
---
D
---
2/21/25 - 9:15:56 pm
35
    
 
PHOENIX FINANCIAL LTD
BO
3
---
---
---
2/20/25
---
---
---
---
I
---
3/26/25 - 6:00:47 am
36
    
 
WOLF LANCE
CB,TT
JS*
$105,000
4,375
---
2/20/25
---
$24.00
107,331
-3.9
D
---
2/21/25 - 11:02:57 am
37
    
 
COLLER PRIVATE MARKET SECONDARIES ADVISORS LLC
BO
3
---
---
---
2/19/25
---
---
20,000
---
D
---
7/1/25 - 10:25:28 am
38
    
 
NONGHYUP BANK AS TRUSTEE OF TRUSTON CORE INFRA QUA
BO
3
---
---
---
2/19/25
---
---
3,990,025
---
D
---
3/6/25 - 4:05:58 pm
39
    
 
PORTO STEVEN
CEO
JB*
$149,985
5,985
---
2/19/25
---
$25.06
5,985
New
D
---
2/20/25 - 4:18:52 pm
40
    
 
DERMAN KEITH
CEO,TT,DIR
JB*
$99,990
3,990
---
2/19/25
---
$25.06
3,990
New
D
---
2/20/25 - 4:18:03 pm
41
    
 
CANADA PENSION PLAN INVESTMENT BOARD
BO
3
---
---
---
2/12/25
---
---
10,000,000
---
I
---
2/12/25 - 7:39:45 pm
42
    
 
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP
BO
3
---
---
---
2/12/25
---
---
3,000,000
---
I
---
2/12/25 - 6:19:43 pm
43
    
 
ZOOK ANTHONY P
DIR
3
---
---
---
2/11/25
---
---
---
---
---
---
2/18/25 - 6:27:44 pm
44
    
 
ROBERTS MICHAEL J
PR,CEO,DIR,BO
3
---
---
---
2/11/25
---
---
2,159,468
---
D
---
2/18/25 - 6:26:57 pm
45
    
 
RIEHLE J NICK
DIR
3
---
---
---
2/11/25
---
---
---
---
---
---
2/18/25 - 6:26:20 pm
46
    
 
PEDDER SIMON
CB,DIR,BO
3
---
---
---
2/11/25
---
---
928,571
---
D
---
2/18/25 - 6:25:40 pm
47
    
 
MANESS TIMOTHY
CFO
3
---
---
---
2/11/25
---
---
---
---
---
---
2/18/25 - 6:24:48 pm
48
    
 
GALLAGHER PATRICK JOSEPH
DIR
3
---
---
---
2/11/25
---
---
---
---
---
---
2/18/25 - 6:23:47 pm
49
    
 
HEWITT L ARTHUR
O
3
---
---
---
2/11/25
---
---
---
---
---
---
2/18/25 - 6:21:59 pm
50
    
 
LUCIUS PARTNERS LLC
BO
JS
---
1,750,000
---
2/11/25
---
---
3,250,000
-35.0
D
---
2/13/25 - 9:50:03 pm
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