Form 4 for MTRX MATRIX SERVICE CO
Accepted 2025-08-28 00:00:00 ET · period of report 2025-08-27 · accession 0000866273-25-000047 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-08-28 | 2025-08-27 | MTRX | MONTALBANO DOUGLAS J | Pres, Matrix NAC | D - Sale to Iss | $15.37 | -2,462 | 56.9K | -4% | -$37.8K |
| D | 2025-08-28 | 2025-08-27 | MTRX | MONTALBANO DOUGLAS J | Pres, Matrix NAC | M - OptEx | — | +2,462 | 59.4K | +4% | — |
| D | 2025-08-28 | 2025-08-27 | MTRX | MONTALBANO DOUGLAS J | Pres, Matrix NAC | A - Grant | $0.00 | +7,909 | 56.9K | +16% | $0 |
| D | 2025-08-28 | 2025-08-27 | MTRX | MONTALBANO DOUGLAS J | Pres, Matrix NAC | F - Tax | $15.37 | -1,058 | 55.8K | -2% | -$16.3K |
| D | 2025-08-28 | 2025-08-27 | MTRX | MONTALBANO DOUGLAS J | Pres, Matrix NAC | A - Grant | $0.00 | +7,909 | 7,909 | New | $0 |
| D | 2025-08-28 | 2025-08-27 | MTRX | MONTALBANO DOUGLAS J | Pres, Matrix NAC | M - OptEx | $0.00 | -2,462 | 7,383 | -25% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | COMMON STOCK | 2025-08-27 | D | D | 2,462 | $15.37 | 56,901 | D | — | — | |
| 2 | Common | COMMON STOCK | 2025-08-27 | M | A | 2,462 | — | 59,363 | D | — | — | (F2) EACH RESTRICTED STOCK UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK. ALL RESTRICTED STOCK UNITS ARE SETTLED SOLELY IN CASH WHEN VESTED. |
| 3 | Common | COMMON STOCK | 2025-08-27 | A | A | 7,909 | $0.00 | 56,901 | D | — | — | (F1) RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 25% WILL VEST EACH YEAR FOR THE NEXT FOUR YEARS ON THE ANNIVERSARY DATES. |
| 4 | Common | COMMON STOCK | 2025-08-27 | F | D | 1,058 | $15.37 | 55,843 | D | — | — | (F3) SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. |
| 5 | Derivative | RESTRICTED STOCK UNITS | 2025-08-27 | A | A | 7,909 | $0.00 | 7,909 | D | — · 2026-08-27 to 2029-08-27 | 7,909 COMMON STOCK | (F4) EACH UNIT WILL ENTITLE THE REPORTING PERSON TO THE CASH EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 25% WILL VEST EACH YEAR FOR THE NEXT FOUR YEARS ON THE ANNIVERSARY DATES. (F2) EACH RESTRICTED STOCK UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK. ALL RESTRICTED STOCK UNITS ARE SETTLED SOLELY IN CASH WHEN VESTED. |
| 6 | Derivative | RESTRICTED STOCK UNITS | 2025-08-27 | M | D | 2,462 | $0.00 | 7,383 | D | — · 2025-08-27 to 2028-08-27 | 2,462 COMMON STOCK | (F2) EACH RESTRICTED STOCK UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK. ALL RESTRICTED STOCK UNITS ARE SETTLED SOLELY IN CASH WHEN VESTED. (F5) FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 27, 2025 TO AUGUST 27, 2028. |