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Stief James F's Form 4/A amendment

Amended

Davey Tree Expert Co · filed May 25, 2022

Accession no.
0001487329-22-000008
Filed
May 25, 2022
Trade date
May 24, 2022
Filing delay
1 day
Rule 10b5-1 plan
Not on the form (before 2023)
Original filed
May 24, 2022

This filing lists 1 non-derivative transaction. It carries over 17 transactions from the original filing that it did not restate. Open-market sales total $316.7K. It was filed 1 day after the trade.

This amendment restates part of 0001487329-22-000006 (filed May 24, 2022). The transactions it did not restate still count and are listed below.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Stief James FCIK 0001487329Other: FORMER OFFICER

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 24, 2022Common StockMOption exerciseDisposed−31,575$0.00$0532,995Direct

Carried over from the original filing

This amendment restates only part of the original filing. The original's other transactions still stand, and the trade tables on Livermore count them under this amendment.

From 0001487329-22-000006 (filed May 24, 2022).

Non-derivative securities (Table I)

Non-derivative transactions carried over from 0001487329-22-000006
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 24, 2022Common StockSSaleDisposed−17,495$18.10−$316,659.5530,661Direct
May 24, 2022Common StockMOption exerciseAcquired+1,488$8.80+$13,094.4532,149Direct
May 24, 2022Common StockMOption exerciseAcquired+4,082$9.55+$38,983.1535,508Direct
May 24, 2022Common StockMOption exerciseDisposed−2,154$0.00$0533,354Direct
May 24, 2022Common StockMOption exerciseDisposed−1,214$0.00$0532,140Direct
May 24, 2022Common StockMOption exerciseAcquired+8,000$8.18+$65,440540,140Direct
May 24, 2022Common StockMOption exerciseAcquired+6,000$8.80+$52,800546,140Direct
May 24, 2022Common StockMOption exerciseAcquired+6,000$9.55+$57,300552,140Direct
May 24, 2022Common StockMOption exerciseAcquired+6,000$10.55+$63,300558,140Direct
May 24, 2022Common StockMOption exerciseAcquired+6,430$12.10+$77,803564,570Direct

Derivative securities (Table II)

Derivative transactions carried over from 0001487329-22-000006
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
May 24, 2022Common StockMOption exerciseDisposed−1,488$0.00$00Direct
May 24, 2022Common StockMOption exerciseDisposed−4,082$0.00$00Direct
May 24, 2022Common StockMOption exerciseDisposed−8,000$0.00$00Direct
May 24, 2022Common StockMOption exerciseDisposed−6,000$0.00$00Direct
May 24, 2022Common StockMOption exerciseDisposed−6,000$0.00$00Direct
May 24, 2022Common StockMOption exerciseDisposed−6,000$0.00$00Direct
May 24, 2022Common StockMOption exerciseDisposed−6,430$0.00$00Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

Payment of taxes in connection with PRSUs pay-out.

F2

This total reflects routine accumulation of 108,569.2427 common shares acquired through the Company's 401(K) benefit plan as of May 24, 2022, based on internal records.

Read the full filing on SEC EDGAR (opens in a new tab)