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, 2021 Filed Sep 1, 2021 18:09 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 16,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-21-000075 · wf-form4_163051975518834.xml · nonDerivative · entry 1 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. 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 · price: NOT APPLICABLE. F4 · balance_after: INCLUDES 47,728 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 29, 2021 Filed Aug 30, 2021 17:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,417 | $11.33 | $16,054.61 |
DisclosureSEC source: 0000866273-21-000057 · wf-form4_163034481534976.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,543 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 47,728 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 17:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 822 | $11.33 | $9,313.26 |
DisclosureSEC source: 0000866273-21-000057 · wf-form4_163034481534976.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,960 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 17:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 3,363 | $10.75 | $36,152.25 |
DisclosureSEC source: 0000866273-21-000057 · wf-form4_163034481534976.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,782 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 26, 2021 Filed Aug 30, 2021 17:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,075 | $10.75 | $11,556.25 |
DisclosureSEC source: 0000866273-21-000057 · wf-form4_163034481534976.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,145 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 17:06 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionRESTRICTED STOCK UNITS · Derivative | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-21-000039 · wf-form4_162999755244939.xml · derivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,253 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. F1 · derivative.underlying: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 17:06 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,859 | $10.98 | $20,411.82 |
DisclosureSEC source: 0000866273-21-000039 · wf-form4_162999755244939.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,220 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F4 · balance_after: INCLUDES 40,933 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 17:06 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Disposition to issuerCOMMON STOCK | 3,751 | $10.98 | $41,185.98 |
DisclosureSEC source: 0000866273-21-000039 · wf-form4_162999755244939.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,079 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 17:06 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Exercise / conversionCOMMON STOCK | 3,751 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-21-000039 · wf-form4_162999755244939.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,830 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 29, 2020 Filed Aug 31, 2020 21:34 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 3,026 | $9.21 | $27,869.46 |
DisclosureSEC source: 0000866273-20-000095 · wf-form4_159890963629686.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,079 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F5 · shares: PERFORMANCE STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR MARKET-BASED GRANT. F6 · balance_after: INCLUDES 39,041 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 29, 2020 Filed Aug 31, 2020 21:34 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 6,104 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-20-000095 · wf-form4_159890963629686.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,105 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · shares: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET. F4 · price: NOT APPLICABLE. Read SEC document |
| August 29, 2020 Filed Aug 31, 2020 21:34 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,417 | $9.21 | $13,050.57 |
DisclosureSEC source: 0000866273-20-000095 · wf-form4_159890963629686.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,001 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 17:35 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 822 | $8.85 | $7,274.70 |
DisclosureSEC source: 0000866273-20-000076 · wf-form4_159863609937735.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,418 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 34,520 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 17:35 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 3,363 | $8.69 | $29,224.47 |
DisclosureSEC source: 0000866273-20-000076 · wf-form4_159863609937735.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,240 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 17:35 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,076 | $8.69 | $9,350.44 |
DisclosureSEC source: 0000866273-20-000076 · wf-form4_159863609937735.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,603 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 22:17 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantRESTRICTED STOCK UNITS · Derivative | 15,004 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000866273-20-000055 · wf-form4_159848020678067.xml · derivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,004 Underlying: COMMON STOCK · 15,004 shares Expires 2024-08-24 F5 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK. 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. Read SEC document |
| August 24, 2020 Filed Aug 26, 2020 22:17 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 15,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-20-000055 · wf-form4_159848020678067.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,679 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 · price: NOT APPLICABLE. F4 · balance_after: INCLUDES 29,168 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 23, 2020 Filed Aug 25, 2020 20:47 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 609 | $9.15 | $5,572.35 |
DisclosureSEC source: 0000866273-20-000037 · wf-form4_159838842764508.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,675 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 29,168 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 29, 2019 Filed Aug 30, 2019 20:46 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,274 | $21.81 | $27,785.94 |
DisclosureSEC source: 0000866273-19-000081 · wf-form4_156719797406290.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,284 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 28,548 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 27, 2019 Filed Aug 28, 2019 22:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 841 | $18.51 | $15,566.91 |
DisclosureSEC source: 0000866273-19-000065 · wf-form4_156703157508179.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,558 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F4 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F5 · balance_after: INCLUDES 26,962 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 27, 2019 Filed Aug 28, 2019 22:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 739 | $18.51 | $13,678.89 |
DisclosureSEC source: 0000866273-19-000065 · wf-form4_156703157508179.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,399 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F4 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 26, 2019 Filed Aug 27, 2019 19:03 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,950 | $19.04 | $37,128.00 |
DisclosureSEC source: 0000866273-19-000042 · wf-form4_156693261200579.xml · nonDerivative · entry 4 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,327 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F5 · shares: PERFORMANCE STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR MARKET-BASED GRANT. F6 · balance_after: INCLUDES 24,996 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 26, 2019 Filed Aug 27, 2019 19:03 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 4,376 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-19-000042 · wf-form4_156693261200579.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,277 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F3 · shares: SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET. F4 · price: NOT APPLICABLE. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 22:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 27,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-19-000065 · wf-form4_156703157508179.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,138 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 · price: NOT APPLICABLE. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 22:33 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 8,681 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-19-000065 · wf-form4_156703157508179.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,008 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 · price: NOT APPLICABLE. Read SEC document |
| August 25, 2019 Filed Aug 27, 2019 19:03 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 463 | $19.42 | $8,991.46 |
DisclosureSEC source: 0000866273-19-000042 · wf-form4_156693261200579.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,901 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 23, 2019 Filed Aug 27, 2019 19:03 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 547 | $19.42 | $10,622.74 |
DisclosureSEC source: 0000866273-19-000042 · wf-form4_156693261200579.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,364 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 20:19 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | SaleCOMMON STOCK | 3,000 | $21.46 | $64,373.70 |
DisclosureSEC source: 0000866273-19-000017 · wf-form4_155354517902149.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,911 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · price: THE PRICE REPORTED IS A WEIGHTED AVERAGE PRICE. THESE SHARES WERE SOLD IN MULTIPLE TRANSACTIONS AT PRICES RANGING FROM $21.38 TO $21.51, INCLUSIVE. THE REPORTING PERSON UNDERTAKES TO PROVIDE TO MATRIX SERVICE COMPANY, ANY SECURITY HOLDER OF MATRIX SERVICE COMPANY, OR THE STAFF OF THE SECURITIES AND EXCHANGE COMMISSION, UPON REQUEST, FULL INFORMATION REGARDING THE NUMBER OF SHARES SOLD AT EACH SEPARATE PRICE WITHIN THE RANGE SET FORTH. F3 · balance_after: INCLUDES 21,312 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 29, 2018 Filed Aug 29, 2018 23:24 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 1,274 | $21.33 | $27,168.05 |
DisclosureSEC source: 0000866273-18-000075 · wf-form4_153558506210507.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,911 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F5 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F6 · balance_after: INCLUDES 24,312 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 23:24 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 1,887 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-18-000075 · wf-form4_153558506210507.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,185 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. THIS AWARD WAS EARNED UNDER THE COMPANY'S SHORT-TERM INCENTIVE COMPENSATION PLAN FOR FISCAL 2018 SAFETY PERFORMANCE AND WILL VEST ON THE FIRST ANNIVERSARY DATE OF THE AWARD. F3 · price: NOT APPLICABLE. Read SEC document |
| August 27, 2018 Filed Aug 29, 2018 23:24 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | GrantCOMMON STOCK | 6,635 | $0.00 | $0.00 |
DisclosureSEC source: 0000866273-18-000075 · wf-form4_153558506210507.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,298 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 · price: NOT APPLICABLE. Read SEC document |
| August 26, 2018 Filed Aug 27, 2018 20:38 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 325 | $21.35 | $6,938.75 |
DisclosureSEC source: 0000866273-18-000057 · wf-form4_153540226559886.xml · nonDerivative · entry 3 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,663 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. F3 · balance_after: INCLUDES 22,726 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT. Read SEC document |
| August 25, 2018 Filed Aug 27, 2018 20:38 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 463 | $21.35 | $9,885.05 |
DisclosureSEC source: 0000866273-18-000057 · wf-form4_153540226559886.xml · nonDerivative · entry 2 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,988 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:38 UTC | MATRIX SERVICE CO MTRX · Entity 2743 | Tax withholdingCOMMON STOCK | 547 | $21.50 | $11,760.50 |
DisclosureSEC source: 0000866273-18-000057 · wf-form4_153540226559886.xml · nonDerivative · entry 1 UPDYKE ALAN R · CIK 0001730871 · President, Matrix Service 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,451 F1 · security: MATRIX SERVICE COMPANY COMMON STOCK. F2 · shares: RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR TIME-BASED GRANT. 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.