Nancy E. Austin - 27 Aug 2025 Form 4 Insider Report for MATRIX SERVICE CO (MTRX)

Reporting relationship: VP, Chief Admin Officer
Issuer ticker: MTRX
Reported as of: 27 Aug 2025
Net transaction value: -$48,185
SEC form: 4
Accepted by SEC: 28 Aug 2025, 19:15:39 UTC
Prior SEC filing: 03 Sep 2024
Next SEC filing: 02 Sep 2025
Source filing: View source filing
Reporting owner signature: Nancy E. Austin

Key filing fact

Nancy E. Austin filed Form 4 for MATRIX SERVICE CO (MTRX) on 28 Aug 2025.

Key facts

This page summarizes Nancy E. Austin's Form 4 filing for MATRIX SERVICE CO (MTRX).
6 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 28 Aug 2025, 19:15.

Change

Previous filing in this sequence was filed on 03 Sep 2024.
Current net transaction value: -$48,185.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001349287 Primary reporting owner

AUSTIN NANCY E

Relationship: VP, Chief Admin Officer
Address: 15 EAST 5TH STREET, SUITE 1100, TULSA
Signature: Nancy E. Austin
Signature date: 28 Aug 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MTRX transaction

COMMON STOCK

Award

Transaction value: $0
Shares: +6,787
Change %: +7.3%
Price: $0.000000
Shares after: 99,743
Date: 27 Aug 2025
Ownership: Direct
Footnotes: F1

MTRX transaction

COMMON STOCK

Options Exercise

Transaction value
Shares: +2,429
Change %: +2.4%
Price
Shares after: 102,172
Date: 27 Aug 2025
Ownership: Direct
Footnotes: F2

MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value: $37,334
Shares: -2,429
Change %: -2.4%
Price: $15.37
Shares after: 99,743
Date: 27 Aug 2025
Ownership: Direct

MTRX transaction

COMMON STOCK

Tax liability

Transaction value: $10,851
Shares: -706
Change %: -0.71%
Price: $15.37
Shares after: 99,037
Date: 27 Aug 2025
Ownership: Direct
Footnotes: F3

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: +6,787
Change %
Price: $0.000000
Shares after: 6,787
Date: 27 Aug 2025
Ownership: Direct
Underlying class: COMMON STOCK
Underlying amount: 6,787
Exercise price
Footnotes: F2, F4

MTRX transaction Derivative

RESTRICTED STOCK UNITS

Options Exercise

Transaction value: $0
Shares: -2,429
Change %: -25%
Price: $0.000000
Shares after: 7,286
Date: 27 Aug 2025
Ownership: Direct
Underlying class: COMMON STOCK
Underlying amount: 2,429
Exercise price
Footnotes: F2, F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

RESTRICTED STOCK UNIT - EACH UNIT WILL ENTITLE THE REPORTING PERSON TO ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 25% WILL VEST EACH YEAR FOR THE NEXT FOUR YEARS ON THE ANNIVERSARY DATES.

Footnote F2

EACH RESTRICTED STOCK UNIT IS THE ECONOMIC EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK. ALL RESTRICTED STOCK UNITS ARE SETTLED SOLELY IN CASH WHEN VESTED.

Footnote F3

SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS.

Footnote F4

EACH UNIT WILL ENTITLE THE REPORTING PERSON TO THE CASH EQUIVALENT OF ONE SHARE OF MATRIX SERVICE COMPANY COMMON STOCK IF AND WHEN THE CONDITIONS OF THE RESTRICTION HAVE BEEN SATISFIED. FOR THIS GRANT, 25% WILL VEST EACH YEAR FOR THE NEXT FOUR YEARS ON THE ANNIVERSARY DATES.

Footnote F5

FOR THIS SERVICE-BASED AWARD OF CASH-SETTLED RESTRICTED STOCK UNITS, 25% WILL VEST EACH YEAR FROM AUGUST 27, 2025 TO AUGUST 27, 2028.