Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATRIX SERVICE COMTRX · Entity 2743 | VP & Chief Information Officer | August 30, 2022 | September 01, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MATRIX SERVICE CO
Report date August 30, 2022 · Filed September 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 31,698 |
Reported balance
After 2022-08-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-30 · Exercise / conversion · Acquired 1,418 · Balance 31,698 F1: MATRIX SERVICE COMPANY 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. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 30,280 |
Reported balance
After 2022-08-30 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-08-30 · Disposition to issuer · Disposed 1,418 · Balance 30,280 F1: MATRIX SERVICE COMPANY COMMON STOCK. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 29,868 |
Reported balance
After 2022-08-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-08-30 · Tax withholding · Disposed 412 · Balance 29,868 F1: MATRIX SERVICE COMPANY COMMON STOCK. F3: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. |
| COMMON STOCKSEC Table I · non-derivative | Direct | 36,627 |
Reported balance
After 2022-08-30 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-08-30 · Grant · Acquired 6,759 · Balance 36,627 F1: MATRIX SERVICE COMPANY COMMON STOCK. F4: 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. F5: NOT APPLICABLE. F6: INCLUDES 21,895 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security · Expires 2025-08-30 | Direct | 4,253 |
Reported balance
After 2022-08-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-08-30 · Exercise / conversion · Disposed 1,418 · Balance 4,253 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. F7: FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 30, 2022 TO AUGUST 30, 2025. F1: MATRIX SERVICE COMPANY COMMON STOCK. |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security · Expires 2026-08-30 | Direct | 6,759 |
Reported balance
After 2022-08-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-08-30 · Grant · Acquired 6,759 · Balance 6,759 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. F8: 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. F5: NOT APPLICABLE. F1: MATRIX SERVICE COMPANY COMMON STOCK. |
Filing footnotes · ownership attribution and instrument terms
F1: MATRIX SERVICE COMPANY 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.
F3: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT.
F4: 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.
F5: NOT APPLICABLE.
F6: INCLUDES 21,895 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT.
F7: FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 30, 2022 TO AUGUST 30, 2025.
F8: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 25, 2017 Filed Aug 28, 2017 22:05 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 264 | $10.45 | $2,758.80 |
DisclosureSEC source: 0000866273-17-000052 · wf-form4_150395790293763.xml · nonDerivative · entry 1 BENNETT RICK J · CIK 0001651795 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,052 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 3,214 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 23, 2017 Filed Aug 24, 2017 20:20 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 333 | $10.00 | $3,330.00 |
DisclosureSEC source: 0000866273-17-000040 · wf-form4_150360600429061.xml · nonDerivative · entry 1 BENNETT RICK J · CIK 0001651795 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,316 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 2,648 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 19:18 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 323 | $18.41 | $5,946.43 |
DisclosureSEC source: 0000866273-16-000235 · wf-form4_147768232219807.xml · nonDerivative · entry 1 BENNETT RICK J · CIK 0001651795 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,649 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 1,920 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.