Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATRIX SERVICE COMTRX · Entity 2743 | VP & General Counsel | August 25, 2026 | September 04, 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 25, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,366 |
Ending reported balance
After 2026-08-30 transaction · row 13
13 source rows · reconciled sequenceRow 1 · 2026-08-25 · Grant · Acquired 5,432 · Balance 25,979 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, one-third will vest each year for the next three years on the anniversary dates. Row 2 · 2026-08-27 · Exercise / conversion · Acquired 1,702 · Balance 27,681 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. Row 3 · 2026-08-27 · Disposition to issuer · Disposed 1,702 · Balance 25,979 Row 4 · 2026-08-27 · Tax withholding · Disposed 669 · Balance 25,310 F3: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 5 · 2026-08-27 · Exercise / conversion · Acquired 1,607 · Balance 26,917 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. Row 6 · 2026-08-27 · Disposition to issuer · Disposed 1,607 · Balance 25,310 Row 7 · 2026-08-27 · Tax withholding · Disposed 632 · Balance 24,678 F3: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 8 · 2026-08-29 · Exercise / conversion · Acquired 2,370 · Balance 27,048 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. Row 9 · 2026-08-29 · Disposition to issuer · Disposed 2,370 · Balance 24,678 Row 10 · 2026-08-29 · Tax withholding · Disposed 932 · Balance 23,746 F3: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Row 11 · 2026-08-30 · Exercise / conversion · Acquired 967 · Balance 24,713 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. Row 12 · 2026-08-30 · Disposition to issuer · Disposed 967 · Balance 23,746 Row 13 · 2026-08-30 · Tax withholding · Disposed 380 · Balance 23,366 F3: 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 2029-08-25 | Direct | 5,432 |
Reported balance
After 2026-08-25 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-08-25 · Grant · Acquired 5,432 · Balance 5,432 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. 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, one-third will vest each year for the next three years on the anniversary dates. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-08-27 | Direct | 3,404 |
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 1,702 · Balance 3,404 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-08-27 | Direct | 4,819 |
Reported balance
After 2026-08-27 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-08-27 · Exercise / conversion · Disposed 1,607 · Balance 4,819 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. F6: 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 | 2,369 |
Reported balance
After 2026-08-29 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-08-29 · Exercise / conversion · Disposed 2,370 · Balance 2,369 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 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 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-08-30 · Exercise / conversion · Disposed 967 · Balance 0 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: 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: 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, one-third will vest each year for the next three 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.
F3: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units.
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, one-third will vest each year for the next three years on the anniversary dates.
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.
F6: For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029.
F7: For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 29, 2024 to August 29, 2027.
F8: 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, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRestricted Stock Units · Derivative | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · derivative · entry 18 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 967 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. 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. 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. Read SEC document |
| August 30, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCommon Stock | 380 | $10.83 | $4,115.40 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 13 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,366 F3 · shares: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Read SEC document |
| August 30, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCommon Stock | 967 | $10.83 | $10,472.61 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 12 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,746 Read SEC document |
| August 30, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCommon Stock | 967 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 11 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,713 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 · 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, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRestricted Stock Units · Derivative | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · derivative · entry 17 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,369 Underlying: Common Stock · 2,370 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. 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. F7 · 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, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCommon Stock | 932 | $10.83 | $10,093.56 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 10 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,746 F3 · shares: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Read SEC document |
| August 29, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCommon Stock | 2,370 | $10.83 | $25,667.10 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 9 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,678 Read SEC document |
| August 29, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCommon Stock | 2,370 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 8 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,048 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 · 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, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRestricted Stock Units · Derivative | 1,607 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · derivative · entry 16 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,819 Underlying: Common Stock · 1,607 shares Expires 2029-08-27 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. F6 · derivative.exercise_date: For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029. Read SEC document |
| August 27, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRestricted Stock Units · Derivative | 1,702 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · derivative · entry 15 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,404 Underlying: Common Stock · 1,702 shares Expires 2028-08-27 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. F5 · derivative.exercise_date: For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2025 to August 27, 2028. Read SEC document |
| August 27, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCommon Stock | 632 | $10.91 | $6,895.12 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 7 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,678 F3 · shares: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Read SEC document |
| August 27, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCommon Stock | 1,607 | $10.91 | $17,532.37 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 6 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,310 Read SEC document |
| August 27, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCommon Stock | 1,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 5 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,917 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 · 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, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCommon Stock | 669 | $10.91 | $7,298.79 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 4 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,310 F3 · shares: Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units. Read SEC document |
| August 27, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCommon Stock | 1,702 | $10.91 | $18,568.82 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 3 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,979 Read SEC document |
| August 27, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCommon Stock | 1,702 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 2 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,681 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 · 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 25, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRestricted Stock Units · Derivative | 5,432 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · derivative · entry 14 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,432 Underlying: Common Stock · 5,432 shares Expires 2029-08-25 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. F4 · 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, one-third will vest each year for the next three years on the anniversary dates. Read SEC document |
| August 25, 2026 Filed Sep 4, 2026 15:04 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCommon Stock | 5,432 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-26-000061 · wk-form4_1788534237.xml · nonDerivative · entry 1 MILLER DAVID (JAMES) · CIK 0002153371 · VP & General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,979 F1 · 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, one-third will vest each year for the next three years on the anniversary dates. 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.