Shawn P. Payne - 29 Aug 2025 Form 4 Insider Report for MATRIX SERVICE CO (MTRX)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
02 Sep 2025, 17:15:23 UTC
Prior SEC filing
28 Aug 2025
Next SEC filing
12 Nov 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Shawn P. Payne

Key filing fact

Shawn P. Payne filed Form 4 for MATRIX SERVICE CO (MTRX) on 02 Sep 2025.

Key facts

  • This page summarizes Shawn P. Payne's Form 4 filing for MATRIX SERVICE CO (MTRX).
  • 14 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 02 Sep 2025, 17:15.

Change

  • Previous filing in this sequence was filed on 28 Aug 2025.
  • Current net transaction value: -$323,495.

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 0001945698 Primary reporting owner

PAYNE SHAWN P

Relationship
President, Eng & Constr
Address
15 EAST 5TH STREET, SUITE 1100, TULSA
Signature
Shawn P. Payne
Signature date
02 Sep 2025

Reported non-derivative transactions

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

MTRX transaction

COMMON STOCK

Options Exercise

Transaction value
Shares
+4,077
Change %
+3.8%
Price
Shares after
111,163
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value
$61,685
Shares
-4,077
Change %
-3.7%
Price
$15.13
Shares after
107,086
Date
29 Aug 2025
Ownership
Direct
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$24,269
Shares
-1,604
Change %
-1.5%
Price
$15.13
Shares after
105,482
Date
29 Aug 2025
Ownership
Direct
Footnotes
F2
MTRX transaction

COMMON STOCK

Options Exercise

Transaction value
Shares
+1,513
Change %
+1.4%
Price
Shares after
106,995
Date
30 Aug 2025
Ownership
Direct
Footnotes
F1
MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value
$22,892
Shares
-1,513
Change %
-1.4%
Price
$15.13
Shares after
105,482
Date
30 Aug 2025
Ownership
Direct
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$9,002
Shares
-595
Change %
-0.56%
Price
$15.13
Shares after
104,887
Date
30 Aug 2025
Ownership
Direct
Footnotes
F2
MTRX transaction

COMMON STOCK

Options Exercise

Transaction value
Shares
+2,817
Change %
+2.7%
Price
Shares after
107,704
Date
30 Aug 2025
Ownership
Direct
Footnotes
F1
MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value
$42,621
Shares
-2,817
Change %
-2.6%
Price
$15.13
Shares after
104,887
Date
30 Aug 2025
Ownership
Direct
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$16,764
Shares
-1,108
Change %
-1.1%
Price
$15.13
Shares after
103,779
Date
30 Aug 2025
Ownership
Direct
Footnotes
F2
MTRX transaction

COMMON STOCK

Award

Transaction value
$0
Shares
+24,567
Change %
+24%
Price
$0.000000
Shares after
128,346
Date
30 Aug 2025
Ownership
Direct
Footnotes
F3
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$146,262
Shares
-9,667
Change %
-7.5%
Price
$15.13
Shares after
118,679
Date
30 Aug 2025
Ownership
Direct
Footnotes
F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MTRX transaction Derivative

RESTRICTED STOCK UNITS

Options Exercise

Transaction value
$0
Shares
-4,077
Change %
-33%
Price
$0.000000
Shares after
8,154
Date
29 Aug 2025
Ownership
Direct
Underlying class
COMMON STOCK
Underlying amount
4,077
Exercise price
Footnotes
F1, F5
MTRX transaction Derivative

RESTRICTED STOCK UNITS

Options Exercise

Transaction value
$0
Shares
-1,513
Change %
-100%
Price
$0.000000
Shares after
0
Date
30 Aug 2025
Ownership
Direct
Underlying class
COMMON STOCK
Underlying amount
1,513
Exercise price
Footnotes
F1, F6
MTRX transaction Derivative

RESTRICTED STOCK UNITS

Options Exercise

Transaction value
$0
Shares
-2,817
Change %
-50%
Price
$0.000000
Shares after
2,817
Date
30 Aug 2025
Ownership
Direct
Underlying class
COMMON STOCK
Underlying amount
2,817
Exercise price
Footnotes
F1, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote 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.

Footnote F2

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

Footnote F3

SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET.

Footnote F4

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

Footnote 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.

Footnote 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.

Footnote 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.

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