---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-092691"
form_type: "8-K"
ticker: null
cik: "0000277638"
company_name: "DAVEY TREE EXPERT CO"
filed_at: "2025-09-24T23:59:59+00:00"
generated_at: "2026-05-17T05:50:31.837980+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Davey Tree issues $100M 5.19% Senior Notes Series D due 2030

## Summary
- Issued $100M 5.19% Senior Notes Series D due September 22, 2030 to affiliates of PGIM.
- Net proceeds to pay down revolving credit facility and for general corporate purposes.
- Notes guaranteed by Davey Tree Surgery, Wolf Tree, Davey Resource Group, and Wetlands Studies.
- Total outstanding under Note Purchase Agreement: $220M with $30M remaining availability.

## SEC filing metadata
- accession: 0001104659-25-092691
- form_type: 8-K
- cik: 0000277638
- company_name: DAVEY TREE EXPERT CO
- filed_at: 2025-09-24T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 2.03
- EDGAR index: https://www.sec.gov/Archives/edgar/data/277638/000110465925092691/0001104659-25-092691-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/277638/000110465925092691/tm2526690d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-092691
- JSON: https://secwatch.observer/filing/0001104659-25-092691.json
- Plain text: https://secwatch.observer/filing/0001104659-25-092691.txt

## Key facts
- Debt Financings
  DAVEY TREE EXPERT CO incurred senior notes of $100 million with certain affiliates of PGIM, Inc. at 5.19% maturing September 22, 2030.
  - Instrument: senior notes
  - Principal: $100 million
  - Counterparty: certain affiliates of PGIM, Inc.
  - Rate: 5.19%
  - Maturity: September 22, 2030
  - Event: incurrence
  source text: On September 22, 2025, The Davey Tree Expert Company (the “Company”) issued 5.19% Senior Notes, Series D, due September 22, 2030, in the aggregate principal amount of $100 million to certain affiliates of PGIM, Inc.
  evidence_url: https://www.sec.gov/Archives/edgar/data/277638/000110465925092691/0001104659-25-092691-index.htm

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