NONE DAVEY TREE EXPERT CO

MIXED Impact: 6/10 Insider Cluster (20 insiders)
Horizon weeks Filed Mar 27, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $324K total

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Executive Summary

A cluster of insider transactions at DAVEY TREE EXPERT CO includes significant open-market purchases by the CEO and other insiders totaling $1.2M, offset by a large open-market sale from an EVP and prior director sales. The majority of activity consists of non-cash grant awards, which do not represent economic transactions.

Key Financial Metrics

Direction
mixed
Total Value
$1.2M
Insiders
20

Actionable Insight

The CEO's open-market purchase is a positive signal, but it is partially offset by the EVP's sale and large 'OTHER' transactions with unclear economic basis. Traders should monitor whether 'OTHER' transactions represent compensation-related activity or secondary sales. Non-cash grants should not be interpreted as buying sentiment.

Key Facts

  • CEO Squire Robert purchased 10,000 shares for $1M in open-market buying, signaling confidence.
  • EVP Repenning Brent R sold 11,040 shares for $304,704 in open-market transaction.
  • Multiple non-cash share grants (A-coded) to directors and executives totaled over $5.3M in value but are not economic transactions.
  • Other insiders including COO Wang David C W and President Miller Richard T engaged in $6.2M of 'OTHER' transactions at $100/share, details unspecified.
  • Recent 7-day cluster shows no new trades beyond those already reported.

Financial Impact

Open-market purchases total $1.2M; open-market sales total $304,704. Non-cash grants and 'OTHER' transactions exceed $12M but lack economic significance.

insider sentimentownership concentration

Risk Factors

  • Large 'OTHER' transactions (totaling $6.2M) lack transparency and may represent non-economic events like derivative settlements or gifts.
  • EVP-level insider sold over $300K in stock, potentially indicating profit-taking or reduced conviction.

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-NONE-1775592517608
34 reports for NONE
Performance horizon
Filters
Rows
Reports for NONE — sortable, filterable
Type Now
May 28, 2026
12d ago
Insider Cluster
BULLISH ★ 5/10
awaiting T+20
May 22, 2026
18d ago
Insider Cluster
BULLISH ★ 6/10
awaiting T+20
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
May 18, 2026
22d ago
Insider Cluster
BULLISH ★ 7/10
awaiting T+20
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+20
May 12, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Apr 30, 2026
5w ago
Insider Cluster
BULLISH ★ 6/10
awaiting T+20
Apr 23, 2026
6w ago
Insider Cluster
BULLISH ★ 7/10
awaiting T+20
Apr 21, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Apr 21, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
Showing 10 of 34

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