---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-069772"
form_type: "8-K"
ticker: null
cik: "0000277638"
company_name: "DAVEY TREE EXPERT CO"
filed_at: "2025-07-23T23:59:59+00:00"
generated_at: "2026-05-18T03:44:41.726120+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Davey Tree extends receivables facility to July 2026, ups limit to $175M

## Summary
- Extended RFA termination date from July 20, 2025 to July 17, 2026 (one-year extension).
- Increased AR Securitization Facility limit to $175 million (prior limit not disclosed).
- Four subsidiaries joined as originators via Joinder Agreement: DTS California, Davey Rail Services, DRG Grid Reliability, and Davey RC.
- Wells Fargo Bank, N.A. added as a new lender under the facility.
- Company reaffirmed representations and warranties; no events of default continue.

## SEC filing metadata
- accession: 0001104659-25-069772
- form_type: 8-K
- cik: 0000277638
- company_name: DAVEY TREE EXPERT CO
- filed_at: 2025-07-23T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/277638/000110465925069772/0001104659-25-069772-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/277638/000110465925069772/tm2521231d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-069772
- JSON: https://secwatch.observer/filing/0001104659-25-069772.json
- Plain text: https://secwatch.observer/filing/0001104659-25-069772.txt

## Key facts
- Debt Financings
  DAVEY TREE EXPERT CO amended credit facility of $175.0 million with PNC Bank, National Association maturing July 17, 2026.
  - Instrument: credit facility
  - Principal: $175.0 million
  - Counterparty: PNC Bank, National Association
  - Maturity: July 17, 2026
  - Event: amendment
  source text: The Amendment extended the scheduled termination date of the RFA, which was set to expire July 20, 2025, for another year, until July 17, 2026, unless terminated earlier pursuant to the terms of the RFA, and increased the AR Securitization Facility limit to $175.0 million
  evidence_url: https://www.sec.gov/Archives/edgar/data/277638/000110465925069772/0001104659-25-069772-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.