Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATRIX SERVICE COMTRX · Entity 2743 | President, Matrix NAC | August 29, 2025 | September 02, 2025 |
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 29, 2025 · Filed September 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 62,352 |
Ending reported balance
After 2025-08-30 transaction · row 11
11 source rows · reconciled sequenceRow 1 · 2025-08-29 · Exercise / conversion · Acquired 3,529 · Balance 59,372 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 · 2025-08-29 · Disposition to issuer · Disposed 3,529 · Balance 55,843 Row 3 · 2025-08-29 · Tax withholding · Disposed 1,517 · Balance 54,326 F2: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Row 4 · 2025-08-30 · Exercise / conversion · Acquired 1,210 · Balance 55,536 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 · 2025-08-30 · Disposition to issuer · Disposed 1,210 · Balance 54,326 Row 6 · 2025-08-30 · Tax withholding · Disposed 520 · Balance 53,806 F2: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Row 7 · 2025-08-30 · Exercise / conversion · Acquired 1,881 · Balance 55,687 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 8 · 2025-08-30 · Disposition to issuer · Disposed 1,881 · Balance 53,806 Row 9 · 2025-08-30 · Tax withholding · Disposed 808 · Balance 52,998 F2: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Row 10 · 2025-08-30 · Grant · Acquired 16,406 · Balance 69,404 F3: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET. Row 11 · 2025-08-30 · Tax withholding · Disposed 7,052 · Balance 62,352 F4: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED PERFORMANCE STOCK UNITS. |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security · Expires 2027-08-29 | Direct | 7,058 |
Reported balance
After 2025-08-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-08-29 · Exercise / conversion · Disposed 3,529 · Balance 7,058 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 2025-08-30 | Direct | 0 |
Reported balance
After 2025-08-30 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-08-30 · Exercise / conversion · Disposed 1,210 · 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, 2022 TO AUGUST 30, 2025. |
| RESTRICTED STOCK UNITSSEC Table II · derivative / convertible security · Expires 2026-08-30 | Direct | 1,881 |
Reported balance
After 2025-08-30 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-08-30 · Exercise / conversion · Disposed 1,881 · Balance 1,881 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. F7: 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: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET.
F4: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED PERFORMANCE STOCK UNITS.
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, 2022 TO AUGUST 30, 2025.
F7: 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, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · derivative · entry 14 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,881 Underlying: COMMON STOCK · 1,881 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. 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. F7 · 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, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · derivative · entry 13 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,210 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. 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. F6 · 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. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 7,052 | $15.13 | $106,696.76 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 11 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,352 F4 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED PERFORMANCE STOCK UNITS. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 16,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 10 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,404 F3 · shares: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 808 | $15.13 | $12,225.04 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 9 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,998 F2 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,881 | $15.13 | $28,459.53 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 8 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,806 Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,881 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 7 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,687 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 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 520 | $15.13 | $7,867.60 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 6 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,806 F2 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,210 | $15.13 | $18,307.30 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 5 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,326 Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 4 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,536 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, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · derivative · entry 12 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,058 Underlying: COMMON STOCK · 3,529 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, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,517 | $15.13 | $22,952.21 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 3 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,326 F2 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 3,529 | $15.13 | $53,393.77 |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 2 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,843 Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 21:16 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-25-000060 · wk-form4_1756847810.xml · nonDerivative · entry 1 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,372 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, 2025 Filed Aug 28, 2025 23:14 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 2,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000047 · wk-form4_1756422866.xml · derivative · entry 6 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,383 Underlying: COMMON STOCK · 2,462 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, 2025 Filed Aug 28, 2025 23:14 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 7,909 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000047 · wk-form4_1756422866.xml · derivative · entry 5 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,909 Underlying: COMMON STOCK · 7,909 shares Expires 2029-08-27 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, 25% WILL VEST EACH YEAR FOR THE NEXT FOUR YEARS ON THE ANNIVERSARY DATES. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 23:14 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,058 | $15.37 | $16,261.46 |
DisclosureSEC source: 0000866273-25-000047 · wk-form4_1756422866.xml · nonDerivative · entry 4 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,843 F3 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 23:14 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 2,462 | $15.37 | $37,840.94 |
DisclosureSEC source: 0000866273-25-000047 · wk-form4_1756422866.xml · nonDerivative · entry 3 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,901 Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 23:14 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 2,462 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-25-000047 · wk-form4_1756422866.xml · nonDerivative · entry 2 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,363 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, 2025 Filed Aug 28, 2025 23:14 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 7,909 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-25-000047 · wk-form4_1756422866.xml · nonDerivative · entry 1 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,901 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, 25% WILL VEST EACH YEAR FOR THE NEXT FOUR YEARS ON THE ANNIVERSARY DATES. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · derivative · entry 14 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,762 Underlying: COMMON STOCK · 1,881 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. 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. F7 · 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, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · derivative · entry 13 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,210 Underlying: COMMON STOCK · 1,211 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. 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. F6 · 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. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,176 | $9.96 | $11,712.96 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 11 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,992 F4 · shares: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED PERFORMANCE STOCK UNITS. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 2,737 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 10 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,168 F3 · shares: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 808 | $9.96 | $8,047.68 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 9 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,431 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 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,881 | $9.96 | $18,734.76 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 8 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,239 Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,881 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 7 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,120 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 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 520 | $9.96 | $5,179.20 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 6 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,239 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 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,211 | $9.96 | $12,061.56 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 5 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,759 Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 4 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,970 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 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · derivative · entry 12 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,587 Underlying: COMMON STOCK · 3,529 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 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,517 | $9.95 | $15,094.15 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 3 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,759 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 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 3,529 | $9.95 | $35,113.55 |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 2 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,276 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 21:44 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 3,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000078 · wk-form4_1725399850.xml · nonDerivative · entry 1 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,805 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 21:25 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 9,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000058 · wk-form4_1724880304.xml · derivative · entry 2 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,845 Underlying: COMMON STOCK · 9,845 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 21:25 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 9,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000058 · wk-form4_1724880304.xml · nonDerivative · entry 1 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,276 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 18,251 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:30 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000040 · wk-form4_1724779795.xml · derivative · entry 4 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,114 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 17:30 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 478 | $10.00 | $4,780.00 |
DisclosureSEC source: 0000866273-24-000040 · wk-form4_1724779795.xml · nonDerivative · entry 3 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,431 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 18,251 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:30 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 1,114 | $10.00 | $11,140.00 |
DisclosureSEC source: 0000866273-24-000040 · wk-form4_1724779795.xml · nonDerivative · entry 2 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,909 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:30 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000040 · wk-form4_1724779795.xml · nonDerivative · entry 1 MONTALBANO DOUGLAS J · CIK 0001991888 · President, Matrix NAC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,023 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.