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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
    
 
MONTE MARK DAVID
DIR
JB*
$218
18
---
9/19/25
---
$11.79
528
3.6
D
---
9/22/25 - 2:41:01 pm
2
    
 
KILBANE CATHERINE M
DIR
JB
$4,308
238
---
9/19/25
---
$18.10
26,157
0.9
D
---
9/19/25 - 11:29:12 am
3
    
 
PAUL JOSEPH R
VP,CFO,DIR
JB
$1,014
56
---
9/19/25
---
$18.10
342,230
0.0
D
---
9/19/25 - 11:27:05 am
4
    
 
ALLIANZ ASSET MANAGEMENT OF AMERICA LLC
BO
3
---
---
---
9/19/25
---
---
1,500
---
D
---
9/19/25 - 6:17:28 am
5
    
 
ALLIANZ ASSET MANAGEMENT OF AMERICA LLC
BO
3
---
---
---
9/19/25
---
---
40
---
I
---
9/19/25 - 6:17:28 am
6
    
 
ALLIANZ ASSET MANAGEMENT OF AMERICA LLC
BO
3
---
---
---
9/19/25
---
---
1,501,500
---
D
---
9/19/25 - 6:17:28 am
7
    
 
ALLIANZ ASSET MANAGEMENT OF AMERICA LLC
BO
3
---
---
---
9/19/25
---
---
40
---
I
---
9/19/25 - 6:17:28 am
8
    
 
TEANEY CRYSTAL PORTER
O
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:16:36 am
9
    
 
STEINER JASON ROBERT
PR
3
---
---
---
9/19/25
---
---
100,000
---
D
---
9/19/25 - 6:15:28 am
10
    
 
MAYER JEFFREY ALAN
DIR
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:14:24 am
11
    
 
MANDINACH JASON WILLIAM
O
3
---
---
---
9/19/25
---
---
25,000
---
D
---
9/19/25 - 6:13:26 am
12
    
 
LESHAW RYAN G
LO
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:12:03 am
13
    
 
LEBRUN RICHARD R JR
DIR
3
---
---
---
9/19/25
---
---
100,000
---
I
---
9/19/25 - 6:10:19 am
14
    
 
HUDDLESTON DEBRA WEISS
DIR
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:09:27 am
15
    
 
FLATTUM DAVID C
DIR
3
---
---
---
9/19/25
---
---
100,000
---
I
---
9/19/25 - 6:08:06 am
16
    
 
GELFAND JEFFREY ADAM
DIR
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:07:15 am
17
    
 
DE SILVA HARIN ANANDA
PR
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:05:55 am
18
    
 
CLAYTON CHRISTIAN
DIR
3
---
---
---
9/19/25
---
---
---
---
---
---
9/19/25 - 6:05:00 am
19
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:31:51 pm
20
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
7,844
---
D
---
9/19/25 - 3:30:31 pm
21
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:28:10 pm
22
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:26:41 pm
23
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:24:26 pm
24
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
19,234
---
D
---
9/19/25 - 3:20:57 pm
25
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:19:23 pm
26
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:17:37 pm
27
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:13:42 pm
28
    
 
GOLDSTEIN MARK DAVID
DIR
3
---
---
---
9/18/25
---
---
---
---
---
---
9/19/25 - 3:11:34 pm
29
    
 
SHETH VISHAL
CFO
JB*
$10,500
379
---
9/17/25
---
$27.72
3,962
10.6
D
---
9/22/25 - 5:54:43 pm
30
    
 
APOLLO PRINCIPAL HOLDINGS B L P
BO
JB*
$24,499,992
883,966
---
9/17/25
---
$27.72
8,547,379
11.5
I
---
9/19/25 - 9:30:09 pm
31
    
 
PASTERNACK BENJAMIN DAVID
CEO
JB*
$70,000
2,526
---
9/17/25
---
$27.72
24,347
11.6
D
---
9/19/25 - 4:30:11 pm
32
    
 
CARVALHO JOSEPH ALEXANDER
CEO,DIR
JB*
$70,000
2,526
---
9/17/25
---
$27.72
24,347
11.6
D
---
9/19/25 - 4:30:04 pm
33
    
 
NEW MOUNTAIN GUARDIAN IV INCOME RATED FEEDER II LT
BO
JB*
$24,000,000
2,400,000
---
9/16/25
---
$10.00
24,900,000
10.7
D
---
9/18/25 - 4:37:16 pm
34
    
 
NEW MOUNTAIN GUARDIAN IV RATED FEEDER III LTD
BO
JB*
$16,645,700
1,664,570
---
9/16/25
---
$10.00
23,969,808
7.5
D
---
9/18/25 - 4:34:57 pm
35
    
 
NEW MOUNTAIN GUARDIAN IV RATED FEEDER I LTD
BO
JB*
$16,500,000
1,650,000
---
9/16/25
---
$10.00
23,760,000
7.5
D
---
9/18/25 - 4:32:09 pm
36
    
 
CAISSE DE RETRAITE D HYDRO QUEBEC
BO
JB*
$8,000,000
800,000
---
9/16/25
---
$10.00
8,300,000
10.7
D
---
9/18/25 - 2:33:06 pm
37
    
 
VICK DAVID
DIR
3
---
---
---
9/15/25
---
---
---
---
---
---
10/16/25 - 6:46:21 pm
38
    
 
KIESEL JEFFREY R
DIR
3
---
---
---
9/15/25
---
---
---
---
---
---
9/19/25 - 5:00:03 pm
39
    
 
CHANNON BRIAN
CFO
3
---
---
---
9/15/25
---
---
---
---
---
---
9/19/25 - 5:00:03 pm
40
    
 
D ANGELO DEAN
TT
JB*
$28,730
1,879
---
9/15/25
---
$15.29
20,717
10.0
D
---
9/19/25 - 3:40:10 pm
41
    
 
LADD ROBERT T
CEO,PR,TT
JB*
$34,479
2,255
---
9/15/25
---
$15.29
32,459
7.5
D
---
9/19/25 - 3:37:49 pm
42
    
 
HUSKINSON W TODD
CFO,CCO,SEC
JB*
$5,107
334
---
9/15/25
---
$15.29
4,648
7.7
D
---
9/19/25 - 3:36:27 pm
43
    
 
STURZENEGGER RON D
DIR
JB*
$500,000
50,000
---
9/12/25
---
$10.00
50,000
New
I
---
9/16/25 - 8:38:38 pm
44
    
 
APOLLO PRINCIPAL HOLDINGS B GP LLC
BO
JB*
$40,000,000
1,508,865
---
9/11/25
---
$26.51
22,083,958
7.3
I
---
9/15/25 - 4:40:33 pm
45
    
 
APOLLO PRINCIPAL HOLDINGS B GP LLC
BO
JB*
$25,000,000
934,579
---
9/11/25
---
$26.75
23,467,988
4.1
I
---
9/15/25 - 4:40:14 pm
46
    
 
STARR GAYLE P
DIR
JB*
$394
39
---
9/11/25
---
$10.03
1,016
4.0
D
---
9/12/25 - 11:46:31 am
47
    
 
STARR GAYLE P
DIR
JB*
$106
9
---
9/11/25
---
$11.79
216
4.3
D
---
9/12/25 - 10:52:05 am
48
    
 
TREASURER OF THE STATE OF NORTH CAROLINA
DIR
3
---
---
---
9/10/25
---
---
20,167,416
---
D
---
9/16/25 - 9:36:23 am
49
    
 
NEUBERGER BERMAN GROUP LLC
A,BO
JB*
$6,500,000
646,123
---
9/10/25
---
$10.06
5,560,998
13.1
D
---
9/12/25 - 2:20:11 pm
50
    
 
GOLUB DAVID
PR,CEO,DIR,BO
JB*
$1,400,367
93,358
---
9/9/25
---
$15.00
2,693,779
3.6
I
---
9/11/25 - 6:28:12 pm
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