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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
    
 
KOESTER MICHAEL E
PR,DIR
JB
$1,561,428
63,139
---
6/26/25
---
$24.73
152,714
70.5
I
---
7/11/25 - 9:32:55 pm
2
    
 
FAIR JAMES THOMAS
VP
JB
$19,512
789
---
6/26/25
---
$24.73
1,903
70.8
D
---
7/11/25 - 9:31:36 pm
3
    
 
LAWRY SETH W
DIR
JB
$78,048
3,156
---
6/26/25
---
$24.73
7,617
70.7
I
---
7/11/25 - 9:30:20 pm
4
    
 
JENKS JOHN
DIR
JB
---
2,308
---
6/26/25
---
---
2,308
New
D
R
6/30/25 - 5:25:07 pm
5
    
 
MSD CAPITAL L P
BO
JB*
$11,501,008
465,063
---
6/26/25
---
$24.73
1,122,189
70.8
I
---
6/30/25 - 5:24:37 pm
6
    
 
GEANAKOS JONATHAN G
DIR
JB
---
2,308
---
6/26/25
---
---
19,250
13.6
D
R
6/30/25 - 5:19:19 pm
7
    
 
JACKSON KRISTI
DIR
JB
---
5,078
---
6/26/25
---
---
5,078
New
D
R
6/30/25 - 5:16:22 pm
8
    
 
WINSTON ROBERT W III
DIR
JB
---
9,233
---
6/26/25
---
---
43,130
27.2
D
R
6/30/25 - 4:59:51 pm
9
    
 
SCHWARTZSTEIN CHRISTINE BENSON
DIR
JB
---
1,822
---
6/26/25
---
---
3,760
94.1
I
---
6/30/25 - 4:37:15 pm
10
    
 
SACR FRANCIS
DIR
JB
---
1,822
---
6/26/25
---
---
3,766
93.7
D
---
6/30/25 - 4:35:58 pm
11
    
 
LANCASTER N JOHN JR
DIR
JB
---
1,822
---
6/26/25
---
---
3,814
91.5
I
---
6/30/25 - 4:33:51 pm
12
    
 
SMALL DAVID JONATHAN
DIR
JB
---
1,822
---
6/26/25
---
---
3,760
94.1
D
---
6/30/25 - 4:32:31 pm
13
    
 
SULLIVAN OWEN J
DIR
3
---
---
---
6/26/25
---
---
---
---
---
---
6/30/25 - 4:30:26 pm
14
    
 
FERNANDEZ ANDRE J
DIR
3
---
---
---
6/26/25
---
---
---
---
---
---
6/30/25 - 4:30:23 pm
15
    
 
STALOCH ALISON
TR
JB*
$42
4
---
6/26/25
---
$9.99
466
0.9
D
---
6/27/25 - 10:54:18 am
16
    
 
STALOCH ALISON
TR
JB*
$458
39
---
6/26/25
---
$11.70
3,575
1.1
D
---
6/27/25 - 10:15:19 am
17
    
 
TANNUZZO GENE R
O
JB*
$54,000
2,650
---
6/25/25
---
$20.38
2,650
New
D
---
7/8/25 - 4:27:07 pm
18
    
 
INTERCORP PERU LTD
BO
JB*
$250,000
12,729
---
6/24/25
---
$19.64
2,928,964
0.4
I
---
6/25/25 - 4:05:10 pm
19
    
 
STALOCH ALISON
CFO
3
---
---
---
6/24/25
---
---
---
---
---
---
6/24/25 - 11:56:43 am
20
    
 
SHIN KENNY
CTO
3
---
---
---
6/24/25
---
---
650,000
---
D
---
6/24/25 - 11:56:34 am
21
    
 
MILLER BENJAMIN S
CEO,DIR
3
---
---
---
6/24/25
---
---
433,897
---
D
---
6/24/25 - 11:56:24 am
22
    
 
MILLER BENJAMIN S
CEO,DIR
3
---
---
---
6/24/25
---
---
4,250,000
---
D
---
6/24/25 - 11:56:24 am
23
    
 
MILLER BENJAMIN S
CEO,DIR
3
---
---
---
6/24/25
---
---
1,200
---
D
---
6/24/25 - 11:56:24 am
24
    
 
MILLER BENJAMIN S
CEO,DIR
3
---
---
---
6/24/25
---
---
750,000
---
I
---
6/24/25 - 11:56:24 am
25
    
 
LYNN HANIEL J
DIR
3
---
---
---
6/24/25
---
---
22,860
---
D
---
6/24/25 - 11:56:12 am
26
    
 
LIU CHARLOTTE
DIR
3
---
---
---
6/24/25
---
---
---
---
---
---
6/24/25 - 11:56:02 am
27
    
 
KERRET TAL
DIR
3
---
---
---
6/24/25
---
---
84,931
---
D
---
6/24/25 - 11:55:52 am
28
    
 
KERRET TAL
DIR
3
---
---
---
6/24/25
---
---
122,900
---
D
---
6/24/25 - 11:55:52 am
29
    
 
JENKINS BRANDON T
COO,DIR
3
---
---
---
6/24/25
---
---
450,000
---
D
---
6/24/25 - 11:55:41 am
30
    
 
HALL BJORN
GC,CCO,SEC
3
---
---
---
6/24/25
---
---
32
---
D
---
6/24/25 - 11:55:31 am
31
    
 
HALL BJORN
GC,CCO,SEC
3
---
---
---
6/24/25
---
---
250,000
---
D
---
6/24/25 - 11:55:31 am
32
    
 
GOLDENVEST LLC
BO
3
---
---
---
6/23/25
---
---
10,000
---
D
---
6/27/25 - 5:14:12 pm
33
    
 
BLACKSTONE PRIVATE MULTI ASSET CREDIT AND INCOME F
BO
3
---
---
---
6/23/25
---
---
1,793,543
---
I
---
6/27/25 - 4:20:05 pm
34
    
 
BLACKSTONE PRIVATE MULTI ASSET CREDIT AND INCOME F
BO
3
---
---
---
6/23/25
---
---
2,989,239
---
I
---
6/27/25 - 4:20:05 pm
35
    
 
BCRED X HOLDINGS LLC
BO
3
---
---
---
6/23/25
---
---
1,793,543
---
I
---
6/27/25 - 4:15:08 pm
36
    
 
BCRED X HOLDINGS LLC
BO
3
---
---
---
6/23/25
---
---
2,989,239
---
I
---
6/27/25 - 4:15:08 pm
37
    
 
ALDERMAN PETER
SEC
3
---
---
---
6/23/25
---
---
---
---
---
---
6/27/25 - 4:07:43 pm
38
    
 
SHAPIRO STEVEN TODD
TT
3
---
---
---
6/23/25
---
---
---
---
---
---
6/27/25 - 4:02:49 pm
39
    
 
SUTHERLAND KATHRYN LAYNE
CEO
3
---
---
---
6/23/25
---
---
---
---
---
---
6/27/25 - 4:01:22 pm
40
    
 
WAGNER LEON
TT
3
---
---
---
6/23/25
---
---
---
---
---
---
6/27/25 - 3:02:30 pm
41
    
 
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC
FO
3
---
---
---
6/23/25
---
---
---
---
---
---
6/26/25 - 9:44:43 pm
42
    
 
EARNST CHAD A
CCO
3
---
---
---
6/23/25
---
---
---
---
---
---
6/26/25 - 5:23:51 pm
43
    
 
IACONO MAVRO JILL
TT
3
---
---
---
6/23/25
---
---
---
---
---
---
6/26/25 - 5:20:07 pm
44
    
 
NEEDHAM ELLEN M
TT
3
---
---
---
6/23/25
---
---
---
---
---
---
6/26/25 - 5:14:14 pm
45
    
 
ZHONG WEI
CFO,AO
3
---
---
---
6/23/25
---
---
---
---
---
---
6/26/25 - 5:07:07 pm
46
    
 
BOOTH RICHARD WHITAKER
O
JB*
$460
39
---
6/23/25
---
$11.71
4,598
0.9
D
---
6/24/25 - 12:25:53 pm
47
    
 
BOOTH RICHARD WHITAKER
O
JB*
$40
4
---
6/23/25
---
$9.99
599
0.7
D
---
6/24/25 - 12:11:45 pm
48
    
 
MONTE MARK DAVID
DIR
JB*
$784
79
---
6/23/25
---
$9.99
2,212
3.7
D
---
6/24/25 - 11:15:48 am
49
    
 
MONTE MARK DAVID
DIR
JB*
$216
18
---
6/23/25
---
$11.71
472
4.1
D
---
6/24/25 - 10:30:43 am
50
    
 
AUDAX PRIVATE CREDIT BUSINESS LP
BO
3
---
---
---
6/22/25
---
---
4,917,043
---
I
A
7/21/25 - 5:23:15 pm
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