Key facts
- This page summarizes Nancy E. Austin's Form 4 filing for MATRIX SERVICE CO (MTRX).
- 10 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 31 Aug 2023, 17:41.
Nancy E. Austin - 29 Aug 2023 Form 4 Insider Report for MATRIX SERVICE CO (MTRX)
- Reporting relationship
- VP, Chief Admin Officer
- Issuer ticker
- MTRX
- Reported as of
- 29 Aug 2023
- Net transaction value
- -$52,178
- SEC form
- 4
- Accepted by SEC
- 31 Aug 2023, 17:41:04 UTC
- Prior SEC filing
- 28 Aug 2023
- Next SEC filing
- 27 Aug 2024
- Source filing
- View source filing
- Reporting owner signature
- Nancy E. Austin
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Nancy E. Austin filed Form 4 for MATRIX SERVICE CO (MTRX) on 31 Aug 2023.
Change
- Previous filing in this sequence was filed on 28 Aug 2023.
- Current net transaction value: -$52,178.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MTRX
transaction
COMMON STOCK
Award
- Transaction value
- $0
- Shares
- +13,930
- Change %
- +20%
- Price
- $0.000000
- Shares after
- 84,123
- Date
- 29 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F2
MTRX
transaction
COMMON STOCK
Options Exercise
- Transaction value
- Shares
- +2,162
- Change %
- +2.6%
- Price
- Shares after
- 86,285
- Date
- 30 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F3
MTRX
transaction
COMMON STOCK
Disposed to Issuer
- Transaction value
- $18,442
- Shares
- -2,162
- Change %
- -2.5%
- Price
- $8.53
- Shares after
- 84,123
- Date
- 30 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
MTRX
transaction
COMMON STOCK
Options Exercise
- Transaction value
- Shares
- +2,577
- Change %
- +3.1%
- Price
- Shares after
- 86,700
- Date
- 30 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F3
MTRX
transaction
COMMON STOCK
Disposed to Issuer
- Transaction value
- $21,982
- Shares
- -2,577
- Change %
- -3%
- Price
- $8.53
- Shares after
- 84,123
- Date
- 30 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
MTRX
transaction
COMMON STOCK
Tax liability
- Transaction value
- $5,365
- Shares
- -629
- Change %
- -0.75%
- Price
- $8.53
- Shares after
- 83,494
- Date
- 30 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F4
MTRX
transaction
COMMON STOCK
Tax liability
- Transaction value
- $6,389
- Shares
- -749
- Change %
- -0.9%
- Price
- $8.53
- Shares after
- 82,745
- Date
- 30 Aug 2023
- Ownership
- Direct
- Footnotes
- F1, F4, F5
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
MTRX
transaction
Derivative
RESTRICTED STOCK UNITS
Award
- Transaction value
- $0
- Shares
- +13,930
- Change %
- Price
- $0.000000
- Shares after
- 13,930
- Date
- 29 Aug 2023
- Ownership
- Direct
- Underlying class
- COMMON STOCK
- Underlying amount
- 13,930
- Exercise price
- Footnotes
- F1, F3, F6
MTRX
transaction
Derivative
RESTRICTED STOCK UNITS
Options Exercise
- Transaction value
- $0
- Shares
- -2,162
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 4,324
- Date
- 30 Aug 2023
- Ownership
- Direct
- Underlying class
- COMMON STOCK
- Underlying amount
- 2,162
- Exercise price
- Footnotes
- F1, F3, F7
MTRX
transaction
Derivative
RESTRICTED STOCK UNITS
Options Exercise
- Transaction value
- $0
- Shares
- -2,577
- Change %
- -25%
- Price
- $0.000000
- Shares after
- 7,730
- Date
- 30 Aug 2023
- Ownership
- Direct
- Underlying class
- COMMON STOCK
- Underlying amount
- 2,577
- Exercise price
- Footnotes
- F1, F3, F8
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 8 footnotes
Footnote F1
MATRIX SERVICE COMPANY COMMON STOCK.
Footnote F2
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.
Footnote F3
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.
Footnote F4
RESTRICTED STOCK UNIT AWARD - SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR SERVICE-BASED GRANT.
Footnote F5
INCLUDES 54,772 SHARES OF MATRIX SERVICE COMPANY COMMON STOCK OWNED OUTRIGHT.
Footnote F6
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.
Footnote F7
FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 30, 2022 TO AUGUST 30, 2025.
Footnote F8
FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 30, 2023 TO AUGUST 30, 2026.