Form 4 for MTRX MATRIX SERVICE CO
Accepted 2026-08-31 15:49:19 ET · period of report 2026-08-27 · accession 0000866273-26-000050 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-08-31 15:49 | 2026-08-27+ | MTRX | SHEETS JUSTIN D | SVP, Enterprise Services | M - OptEx | — | +10.2K | 73.0K | +16% | — |
| DM | 2026-08-31 15:49 | 2026-08-27+ | MTRX | SHEETS JUSTIN D | SVP, Enterprise Services | D - Sale to Iss | $10.86 | -10.2K | 70.4K | -13% | -$110.6K |
| DM | 2026-08-31 15:49 | 2026-08-27+ | MTRX | SHEETS JUSTIN D | SVP, Enterprise Services | F - Tax | $10.86 | -3,802 | 69.5K | -5% | -$41.3K |
| DM | 2026-08-31 15:49 | 2026-08-27+ | MTRX | SHEETS JUSTIN D | SVP, Enterprise Services | M - OptEx | $0.00 | -10.2K | 0 | -100% | $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 | 2026-08-27 | M | A | 2,429 | — | 75,705 | D | — | — | (F1) 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. |
| 2 | Common | Common Stock | 2026-08-27 | D | D | 2,429 | $10.91 | 73,276 | D | — | — | |
| 3 | Common | Common Stock | 2026-08-27 | F | D | 907 | $10.91 | 72,369 | D | — | — | (F2) Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. |
| 4 | Common | Common Stock | 2026-08-27 | M | A | 1,697 | — | 74,066 | D | — | — | (F1) 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. |
| 5 | Common | Common Stock | 2026-08-27 | D | D | 1,697 | $10.91 | 72,369 | D | — | — | |
| 6 | Common | Common Stock | 2026-08-27 | F | D | 633 | $10.91 | 71,736 | D | — | — | (F2) Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. |
| 7 | Common | Common Stock | 2026-08-29 | M | A | 3,482 | — | 75,218 | D | — | — | (F1) 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. |
| 8 | Common | Common Stock | 2026-08-29 | D | D | 3,482 | $10.83 | 71,736 | D | — | — | |
| 9 | Common | Common Stock | 2026-08-29 | F | D | 1,300 | $10.83 | 70,436 | D | — | — | (F2) Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. |
| 10 | Common | Common Stock | 2026-08-30 | M | A | 2,576 | — | 73,012 | D | — | — | (F1) 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. |
| 11 | Common | Common Stock | 2026-08-30 | D | D | 2,576 | $10.83 | 70,436 | D | — | — | |
| 12 | Common | Common Stock | 2026-08-30 | F | D | 962 | $10.83 | 69,474 | D | — | — | (F2) Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. |
| 13 | Derivative | Restricted Stock Units | 2026-08-27 | M | D | 2,429 | $0.00 | 4,857 | D | — · 2025-08-27 to 2028-08-27 | 2,429 Common Stock | (F1) 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. (F3) For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2025 to August 27, 2028. |
| 14 | Derivative | Restricted Stock Units | 2026-08-27 | M | D | 1,697 | $0.00 | 5,090 | D | — · 2026-08-27 to 2029-08-27 | 1,697 Common Stock | (F1) 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. (F4) For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029. |
| 15 | Derivative | Restricted Stock Units | 2026-08-29 | M | D | 3,482 | $0.00 | 3,482 | D | — · 2024-08-29 to 2027-08-29 | 3,482 Common Stock | (F1) 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 29, 2024 to August 29, 2027. |
| 16 | Derivative | Restricted Stock Units | 2026-08-30 | M | D | 2,576 | $0.00 | 0 | D | — · 2023-08-30 to 2026-08-30 | 2,576 Common Stock | (F1) 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. (F6) For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 30, 2023 to August 30, 2026. |