6
THE DAVEY BULLETIN
|
January/February 2026
Q & A with Employees
Brandon Sorto
landscape crew leader
Alexandria/Washington D.C. territory
Q: Why are you an employee owner?
A: It motivates you to see how much progress our company
is making, and it's us that's doing it. It's everyone, and it
motivates you to know you have a hand in what goes on
at Davey.
DIGITAL PLATFORM NOW LIVE FOR DAVEY STOCK PROGRAMS
Davey has partnered with Principal Financial and its
partner, Equiniti (EQ), to deliver a more modern, secure
and user-friendly experience for its employee-owners.
This secure platform allows shareholders to view, manage
and transact shares online. All shares, including historical
certificates and future certificates, are now recorded
electronically within each shareholder's account.
The new site went live in mid-January, and all shareholders
received a welcome email or letter from EQ with
login instructions.
"We are excited to keep the employee-ownership legacy
moving forward, and updating our stock programs is
YOU SHOULD KNOW
something we've been exploring for a long time. However,
we could not find a qualified partner, until now," said
Chris Bast, senior vice president, treasurer and operations
support. "Partnering with Principal and EQ was the right
fit, and I'm proud of the secure digital experience now in
place for our shareholders."
While the platform offers many new capabilities, the most
important initial step is for all shareholders to log in to their
account, verify their shares and complete a few required
tasks before the March 10 dividend.
Scan the QR code
and download the
quickstart guides
in the EO Corner
on DaveyConnect
for help navigating
these steps.
1. Log in to your new account using the
information and instructions included
in the welcome email from EQ.
2. Verify your shares by comparing
what you see in your new account
to what you see in the Shareholder
Report site.
3. Certify your W-9/W-8. Failure to
complete this one-time certification
will result in mandatory backup
withholding of at least 24% by EQ.
4. Add your banking information. This
is required for U.S. shareholders
to receive dividend and redemption
payments.
IMPORTANT INITIAL STEPS:
Q. Are we safe to discard our old paper certificates now?
A. Yes, you can discard your old paper certificates. All shares
are now tracked electronically, and paper certificates are
no longer required. If you choose to discard your paper
certificates, please shred them if possible.
Q. Will shareholders be charged a fee for Principal to
manage our Davey stock?
A. No, shareholders will not be charged a fee for Principal
to manage your shares.
Q. If we have questions about the new platform,
who do we reach out to?
A. For questions regarding access or login information,
contact Principal customer service at 800-547-7754.
Representatives are available Monday through Friday
from 8 a.m. to 8 p.m. ET. If you have questions on your
holdings once you have accessed your new account,
contact Treasury@Davey.com.
FREQUENTLY ASKED QUESTIONS
