Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATRIX SERVICE COMTRX · Entity 2743 | Director · President & CEO | August 27, 2026 | August 31, 2026 |
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 27, 2026 · Filed August 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,946 |
Ending reported balance
After 2026-08-30 transaction · row 13
13 source rows · reconciled sequenceRow 1 · 2026-08-27 · Exercise / conversion · Acquired 2,843 · Balance 135,459 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. Row 2 · 2026-08-27 · Disposition to issuer · Disposed 2,843 · Balance 132,616 Row 3 · 2026-08-27 · Tax withholding · Disposed 1,118 · Balance 131,498 F2: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 4 · 2026-08-27 · Exercise / conversion · Acquired 4,104 · Balance 135,602 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. Row 5 · 2026-08-27 · Disposition to issuer · Disposed 4,104 · Balance 131,498 Row 6 · 2026-08-27 · Tax withholding · Disposed 1,614 · Balance 129,884 F2: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 7 · 2026-08-27 · Tax withholding · Disposed 3,226 · Balance 126,658 F2: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 8 · 2026-08-29 · Exercise / conversion · Acquired 4,077 · Balance 130,735 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. Row 9 · 2026-08-29 · Disposition to issuer · Disposed 4,077 · Balance 126,658 Row 10 · 2026-08-29 · Tax withholding · Disposed 1,604 · Balance 125,054 F2: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 11 · 2026-08-30 · Exercise / conversion · Acquired 2,817 · Balance 127,871 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. Row 12 · 2026-08-30 · Disposition to issuer · Disposed 2,817 · Balance 125,054 Row 13 · 2026-08-30 · Tax withholding · Disposed 1,108 · Balance 123,946 F2: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-08-27 | Direct | 5,686 |
Reported balance
After 2026-08-27 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-08-27 · Exercise / conversion · Disposed 2,843 · Balance 5,686 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-08-27 | Direct | 12,312 |
Reported balance
After 2026-08-27 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-08-27 · Exercise / conversion · Disposed 4,104 · Balance 12,312 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-08-29 | Direct | 4,077 |
Reported balance
After 2026-08-29 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-08-29 · Exercise / conversion · Disposed 4,077 · Balance 4,077 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-08-30 | Direct | 0 |
Reported balance
After 2026-08-30 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-08-30 · Exercise / conversion · Disposed 2,817 · Balance 0 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. |
Filing footnotes · ownership attribution and instrument terms
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.
F2: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units.
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.
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.
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.
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.
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 30, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 595 | $9.96 | $5,926.20 |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · nonDerivative · entry 6 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,018 F2 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,513 | $9.96 | $15,069.48 |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · nonDerivative · entry 5 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,613 Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,513 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · nonDerivative · entry 4 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,126 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 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. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 4,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · derivative · entry 12 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,231 Underlying: COMMON STOCK · 4,077 shares Expires 2027-08-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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 · derivative.exercise_date: FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 29, 2024 TO AUGUST 29, 2027. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,604 | $9.95 | $15,959.80 |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · nonDerivative · entry 3 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,613 F2 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 4,077 | $9.95 | $40,566.15 |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · nonDerivative · entry 2 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,217 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 21:45 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 4,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000080 · wk-form4_1725399909.xml · nonDerivative · entry 1 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,294 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 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. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 21:21 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 11,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000056 · wk-form4_1724880071.xml · derivative · entry 2 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,373 Underlying: COMMON STOCK · 11,373 shares Expires 2028-08-27 F4 · derivative.exercise_price: 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 · shares: 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. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 27, 2024 Filed Aug 28, 2024 21:21 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 11,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000056 · wk-form4_1724880071.xml · nonDerivative · entry 1 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,217 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: 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. F3 · balance_after: INCLUDES 21,059 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:31 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,392 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000042 · wk-form4_1724779896.xml · derivative · entry 4 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,392 shares Expires 2024-08-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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. F2 · price: 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 · derivative.exercise_date: FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 24, 2021 TO AUGUST 24, 2024. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:31 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 547 | $10.00 | $5,470.00 |
DisclosureSEC source: 0000866273-24-000042 · wk-form4_1724779896.xml · nonDerivative · entry 3 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,844 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. F4 · balance_after: INCLUDES 21,059 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:31 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,392 | $10.00 | $13,920.00 |
DisclosureSEC source: 0000866273-24-000042 · wk-form4_1724779896.xml · nonDerivative · entry 2 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,391 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:31 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,392 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000042 · wk-form4_1724779896.xml · nonDerivative · entry 1 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,783 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · price: 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. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 2,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · derivative · entry 10 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,451 Underlying: COMMON STOCK · 2,818 shares Expires 2026-08-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 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 · derivative.exercise_date: FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 30, 2023 TO AUGUST 30, 2026. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · derivative · entry 9 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,026 Underlying: COMMON STOCK · 1,514 shares Expires 2025-08-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 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 · derivative.exercise_date: 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 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,108 | $8.53 | $9,451.24 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 7 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,391 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F4 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. F5 · balance_after: INCLUDES 20,214 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 595 | $8.53 | $5,075.35 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 6 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,499 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F4 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 2,818 | $8.53 | $24,037.54 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 5 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,094 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 2,818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 4 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · price: 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. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,514 | $8.53 | $12,914.42 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 3 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,094 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 2 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,608 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · price: 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. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 16,308 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · derivative · entry 8 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,308 Underlying: COMMON STOCK · 16,308 shares Expires 2027-08-29 F3 · derivative.exercise_price: 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 · shares: 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. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 29, 2023 Filed Aug 31, 2023 21:40 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 16,308 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000045 · wf-form4_169351801416607.xml · nonDerivative · entry 1 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,094 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: 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. Read SEC document |
| August 26, 2023 Filed Aug 28, 2023 16:55 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 467 | $7.96 | $3,717.32 |
DisclosureSEC source: 0000866273-23-000029 · wf-form4_169324172562174.xml · nonDerivative · entry 4 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,786 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. F4 · balance_after: INCLUDES 17,585 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:55 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000029 · wf-form4_169324172562174.xml · derivative · entry 5 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,392 Underlying: COMMON STOCK · 1,393 shares Expires 2024-08-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 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. F2 · price: 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 · derivative.exercise_date: FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 24, 2021 TO AUGUST 24, 2024. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:55 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 548 | $7.89 | $4,323.72 |
DisclosureSEC source: 0000866273-23-000029 · wf-form4_169324172562174.xml · nonDerivative · entry 3 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,253 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:55 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,393 | $7.89 | $10,990.77 |
DisclosureSEC source: 0000866273-23-000029 · wf-form4_169324172562174.xml · nonDerivative · entry 2 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,801 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:55 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000029 · wf-form4_169324172562174.xml · nonDerivative · entry 1 PAYNE SHAWN P · CIK 0001945698 · President, Matrix Service 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,194 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · price: 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. 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.