# EDGAR Filing Document

**Accession Number:** 0000277638
**File Stem:** 0002072441-25-000002
**Filing Date:** 2025-6
**Character Count:** 6487
**Document Hash:** 8509db874a0079a6a9d652750a23c86c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002072441-25-000002.hdr.sgml**: 20250612

**ACCESSION NUMBER**: 0002072441-25-000002

**CONFORMED SUBMISSION TYPE**: 3

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250521

**FILED AS OF DATE**: 20250612

**DATE AS OF CHANGE**: 20250612

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Davis Anna Christine
- **CENTRAL INDEX KEY:** 0002072441

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 3
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-11917
- **FILM NUMBER:** 251042953

**MAIL ADDRESS:**
- **STREET 1:** 1500 N MANTUA ST
- **CITY:** KENT
- **STATE:** OH
- **ZIP:** 44240
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DAVEY TREE EXPERT CO
- **CENTRAL INDEX KEY:** 0000277638
- **STANDARD INDUSTRIAL CLASSIFICATION:** AGRICULTURE SERVICES [0700]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 340176110
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** 1500 N MANTUA ST
- **STREET 2:** P O BOX 5193
- **CITY:** KENT
- **STATE:** OH
- **ZIP:** 44240-5193
- **BUSINESS PHONE:** 3306739511

**MAIL ADDRESS:**
- **STREET 1:** 1500 NORTH MANTUA STREET
- **STREET 2:** P O BOX 5193
- **CITY:** KENT
- **STATE:** OH
- **ZIP:** 44240-5193

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 3

### INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Davis Anna Christine<br><sub>(Last) (First) (Middle)</sub><br>1500 N MANTUA ST<br><sub>(Street)</sub><br>KENT, OH 44240<br><sub>(City) (State) (Zip)</sub> | **3. Issuer Name and Ticker or Trading Symbol**<br>DAVEY TREE EXPERT CO [ NONE ] | **5. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  |
| **2. Date of Event Requiring Statement (Month/Day/Year)**<br>2025-05-21 | **4. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director   [ ] 10% Owner<br>[X] Officer (give title below)   [ ] Other (specify below)<br>_Sr VP of Human Resources_ | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities Beneficially Owned

---

|  |  |  |  |
| --- | --- | --- | --- |
| 1. Title of Security | 2. Amount of Securities Beneficially Owned | 3. Ownership Form | 4. Nature of Indirect Beneficial Ownership |
| Common Stock | 32546 | D |  |
| Common Stock | 7591.9774<sup>(1)</sup> | I | By 401KSOP |

---

## Table II - Derivative Securities Beneficially Owned

---

|  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Underlying Securities | 3. Title and Amount of Underlying Securities | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| Non-Qualified Stock Option (Right to Buy) | 2017-06-28<sup>(2)</sup> | 2026-06-28 | Common Stock | 2000 | $8.18 | D |  |
| Non-Qualified Stock Option (Right to Buy) | 2018-06-23<sup>(2)</sup> | 2027-06-23 | Common Stock | 2000 | $8.80 | D |  |
| Non-Qualified Stock Option (Right to Buy) | 2019-06-28<sup>(2)</sup> | 2028-06-28 | Common Stock | 2000 | $9.55 | D |  |
| Non-Qualified Stock Option (Right to Buy) | 2020-06-12<sup>(2)</sup> | 2029-06-12 | Common Stock | 1820 | $10.55 | D |  |
| Non-Qualified Stock Option (Right to Buy) | 2021-06-17<sup>(2)</sup> | 2030-06-17 | Common Stock | 2000 | $12.10 | D |  |
| Stock Appreciation Rights <sup>(2016)</sup> | 2017-03-04<sup>(3)</sup> | 2026-03-04 | Common Stock | 3200 | $8.18 | D |  |
| Stock Appreciation Rights <sup>(2017)</sup> | 2018-03-03<sup>(3)</sup> | 2027-03-03 | Common Stock | 2400 | $8.80 | D |  |
| Stock Appreciation Rights <sup>(2018)</sup> | 2019-03-09<sup>(3)</sup> | 2028-03-09 | Common Stock | 2442 | $9.55 | D |  |
| Stock Subscription Rights (Right to Buy) | 2022-08-01<sup>(4)</sup> | 2029-08-01 | Common Stock | 763 | $18.10 | D |  |

---

### Footnotes:

(1) This total reflects routine accumulation of 7,591.9774 common shares acquired through the Company's 401(K) benefit plan as of June 12, 2025, based on internal records.

(2) These options vest and become exercisable in five equal annual installments beginning on the first anniversary of the grant date.

(3) Stock Appreciation Rights (SARs) become exercisable in five equal annual installments beginning on the first anniversary of the grant date.

(4) The reported stock subscription rights to purchase shares of the Company's common stock were acquired in the Company's stock subscription offering to employees and non-employee directors in accordance with the provisions of The Davey Tree Expert Company 2014 Omnibus Stock Plan (the "Plan"). All participants in the offering purchasing in excess of $5,000 of common stock were granted a "right" to purchase one additional share of common stock, at a price of $18.10 per share, for every three shares of common stock purchased under the Plan. Each "right" may be exercised at the rate of 1/7 per year beginning on August 1, 2022 and will expire on August 1, 2029.

**Signature:** /s/Anna Christine Davis/Christopher J Bast, by Power of Attorney  
**Date:** 2025-06-12

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**