Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MATRIX SERVICE COMTRX · Entity 2743 | Chief Operating Officer | August 29, 2024 | September 03, 2024 |
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, 2024 · Filed September 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 134,478 |
Ending reported balance
After 2024-08-30 transaction · row 11
11 source rows · reconciled sequenceRow 1 · 2024-08-29 · Exercise / conversion · Acquired 6,566 · Balance 144,143 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 · 2024-08-29 · Disposition to issuer · Disposed 6,566 · Balance 137,577 Row 3 · 2024-08-29 · Tax withholding · Disposed 3,327 · Balance 134,250 F2: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Row 4 · 2024-08-30 · Exercise / conversion · Acquired 4,076 · Balance 138,326 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 · 2024-08-30 · Disposition to issuer · Disposed 4,076 · Balance 134,250 Row 6 · 2024-08-30 · Tax withholding · Disposed 1,969 · Balance 132,281 F2: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Row 7 · 2024-08-30 · Exercise / conversion · Acquired 4,858 · Balance 137,139 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 · 2024-08-30 · Disposition to issuer · Disposed 4,858 · Balance 132,281 Row 9 · 2024-08-30 · Tax withholding · Disposed 2,347 · Balance 129,934 F2: SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS. Row 10 · 2024-08-30 · Grant · Acquired 9,213 · Balance 139,147 F3: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET. Row 11 · 2024-08-30 · Tax withholding · Disposed 4,669 · Balance 134,478 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 | 19,697 |
Reported balance
After 2024-08-29 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2024-08-29 · Exercise / conversion · Disposed 6,566 · Balance 19,697 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 | 4,076 |
Reported balance
After 2024-08-30 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-08-30 · Exercise / conversion · Disposed 4,076 · Balance 4,076 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 | 9,716 |
Reported balance
After 2024-08-30 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-08-30 · Exercise / conversion · Disposed 4,858 · Balance 9,716 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, 2024 Filed Sep 3, 2024 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 4,858 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · derivative · entry 14 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,716 Underlying: COMMON STOCK · 4,858 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 4,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · derivative · entry 13 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,076 Underlying: COMMON STOCK · 4,076 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 4,669 | $9.96 | $46,503.24 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 11 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,478 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 9,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 10 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,147 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 2,347 | $9.96 | $23,376.12 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 9 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,934 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 4,858 | $9.96 | $48,385.68 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 8 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,281 Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 4,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 7 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,139 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,969 | $9.96 | $19,611.24 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 6 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,281 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 4,076 | $9.96 | $40,596.96 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 5 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,250 Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 4,076 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,326 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 6,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · derivative · entry 12 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,697 Underlying: COMMON STOCK · 6,566 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 3,327 | $9.95 | $33,103.65 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,250 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 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 6,566 | $9.95 | $65,331.70 |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,577 Read SEC document |
| August 29, 2024 Filed Sep 3, 2024 21:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 6,566 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000072 · wk-form4_1725399196.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,143 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 21:18 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 18,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000052 · wk-form4_1724879879.xml · derivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,316 Underlying: COMMON STOCK · 18,316 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 21:18 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 18,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-24-000052 · wk-form4_1724879879.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,577 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 70,272 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:37 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000048 · wk-form4_1724780258.xml · derivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 3,751 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 17:37 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,812 | $10.00 | $18,120.00 |
DisclosureSEC source: 0000866273-24-000048 · wk-form4_1724780258.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,261 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 70,272 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:37 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 3,751 | $10.00 | $37,510.00 |
DisclosureSEC source: 0000866273-24-000048 · wk-form4_1724780258.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,073 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2024 Filed Aug 27, 2024 17:37 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-24-000048 · wk-form4_1724780258.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,824 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 4,858 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · derivative · entry 10 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,574 Underlying: COMMON STOCK · 4,858 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 4,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · derivative · entry 9 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,152 Underlying: COMMON STOCK · 4,076 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 2,408 | $8.53 | $20,540.24 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 7 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,073 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 68,333 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,925 | $8.53 | $16,420.25 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 6 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,481 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 4,858 | $8.53 | $41,438.74 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 5 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,406 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 4,858 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,264 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 4,076 | $8.53 | $34,768.28 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,406 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2023 Filed Aug 31, 2023 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 4,076 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,482 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 26,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · derivative · entry 8 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,263 Underlying: COMMON STOCK · 26,263 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 21:39 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 26,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-23-000043 · wf-form4_169351797505801.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,406 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 16:53 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 3,203 | $7.96 | $25,495.88 |
DisclosureSEC source: 0000866273-23-000027 · wf-form4_169324159971720.xml · nonDerivative · entry 5 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,143 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 63,732 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 26, 2023 Filed Aug 28, 2023 16:53 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,024 | $7.96 | $8,151.04 |
DisclosureSEC source: 0000866273-23-000027 · wf-form4_169324159971720.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,346 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 16:53 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000027 · wf-form4_169324159971720.xml · derivative · entry 6 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,751 Underlying: COMMON STOCK · 3,751 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 16:53 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,771 | $7.89 | $13,973.19 |
DisclosureSEC source: 0000866273-23-000027 · wf-form4_169324159971720.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,370 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 16:53 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 3,751 | $7.89 | $29,595.39 |
DisclosureSEC source: 0000866273-23-000027 · wf-form4_169324159971720.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,141 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 16:53 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-23-000027 · wf-form4_169324159971720.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,892 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, 2022 Filed Sep 1, 2022 19:15 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 19,432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-22-000079 · wf-form4_166205969800463.xml · derivative · entry 6 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,432 Underlying: COMMON STOCK · 19,432 shares Expires 2026-08-30 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 · 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. F5 · price: NOT APPLICABLE. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 19:15 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 4,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-22-000079 · wf-form4_166205969800463.xml · derivative · entry 5 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,228 Underlying: COMMON STOCK · 4,077 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. 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. 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, 2022 Filed Sep 1, 2022 19:15 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 19,432 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-22-000079 · wf-form4_166205969800463.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,141 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F4 · 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. F5 · price: NOT APPLICABLE. F6 · balance_after: INCLUDES 57,027 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 19:15 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 2,021 | $5.78 | $11,681.38 |
DisclosureSEC source: 0000866273-22-000079 · wf-form4_166205969800463.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,709 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 30, 2022 Filed Sep 1, 2022 19:15 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 4,077 | $5.78 | $23,565.06 |
DisclosureSEC source: 0000866273-22-000079 · wf-form4_166205969800463.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,730 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 19:15 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 4,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-22-000079 · wf-form4_166205969800463.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,807 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 27, 2022 Filed Aug 29, 2022 14:10 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 822 | $5.92 | $4,866.24 |
DisclosureSEC source: 0000866273-22-000062 · wf-form4_166178218667584.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,730 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. F3 · balance_after: INCLUDES 54,971 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 26, 2022 Filed Aug 29, 2022 14:10 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 3,362 | $5.92 | $19,903.04 |
DisclosureSEC source: 0000866273-22-000062 · wf-form4_166178218667584.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,552 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. Read SEC document |
| August 26, 2022 Filed Aug 29, 2022 14:10 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,075 | $5.92 | $6,364.00 |
DisclosureSEC source: 0000866273-22-000062 · wf-form4_166178218667584.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,914 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 15:26 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-22-000048 · wf-form4_166152757603850.xml · derivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,502 Underlying: COMMON STOCK · 3,751 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, 2022 Filed Aug 26, 2022 15:26 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,859 | $5.82 | $10,819.38 |
DisclosureSEC source: 0000866273-22-000048 · wf-form4_166152757603850.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,989 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 49,620 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 15:26 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 3,751 | $5.82 | $21,830.82 |
DisclosureSEC source: 0000866273-22-000048 · wf-form4_166152757603850.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,848 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 15:26 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-22-000048 · wf-form4_166152757603850.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,599 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, 2021 Filed Sep 1, 2021 18:09 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 16,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-21-000075 · wf-form4_163051975518834.xml · derivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,305 Underlying: COMMON STOCK · 16,305 shares Expires 2025-08-30 F5 · 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. F3 · price: NOT APPLICABLE. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. 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.