Key facts
- This page summarizes Douglas J. Montalbano'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, 17:16.
Douglas J. Montalbano - 29 Aug 2025 Form 4 Insider Report for MATRIX SERVICE CO (MTRX)
- Reporting relationship
- President, Matrix NAC
- Issuer ticker
- MTRX
- Reported as of
- 29 Aug 2025
- Net transaction value
- -$249,902
- SEC form
- 4
- Accepted by SEC
- 02 Sep 2025, 17:16:53 UTC
- Prior SEC filing
- 28 Aug 2025
- Source filing
- View source filing
- Reporting owner signature
- Douglas J. Montalbano
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Douglas J. Montalbano filed Form 4 for MATRIX SERVICE CO (MTRX) on 02 Sep 2025.
Change
- Previous filing in this sequence was filed on 28 Aug 2025.
- Current net transaction value: -$249,902.
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.
Reporting Owners (1)
CIK 0001991888
Primary reporting owner
MONTALBANO DOUGLAS J
- Relationship
- President, Matrix NAC
- Address
- 15 EAST 5TH STREET, SUITE 1100, TULSA
- Signature
- Douglas J. Montalbano
- 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
- +3,529
- Change %
- +6.3%
- Price
- Shares after
- 59,372
- Date
- 29 Aug 2025
- Ownership
- Direct
- Footnotes
- F1
MTRX
transaction
COMMON STOCK
Disposed to Issuer
- Transaction value
- $53,394
- Shares
- -3,529
- Change %
- -5.9%
- Price
- $15.13
- Shares after
- 55,843
- Date
- 29 Aug 2025
- Ownership
- Direct
MTRX
transaction
COMMON STOCK
Tax liability
- Transaction value
- $22,952
- Shares
- -1,517
- Change %
- -2.7%
- Price
- $15.13
- Shares after
- 54,326
- Date
- 29 Aug 2025
- Ownership
- Direct
- Footnotes
- F2
MTRX
transaction
COMMON STOCK
Options Exercise
- Transaction value
- Shares
- +1,210
- Change %
- +2.2%
- Price
- Shares after
- 55,536
- Date
- 30 Aug 2025
- Ownership
- Direct
- Footnotes
- F1
MTRX
transaction
COMMON STOCK
Disposed to Issuer
- Transaction value
- $18,307
- Shares
- -1,210
- Change %
- -2.2%
- Price
- $15.13
- Shares after
- 54,326
- Date
- 30 Aug 2025
- Ownership
- Direct
MTRX
transaction
COMMON STOCK
Tax liability
- Transaction value
- $7,868
- Shares
- -520
- Change %
- -0.96%
- Price
- $15.13
- Shares after
- 53,806
- Date
- 30 Aug 2025
- Ownership
- Direct
- Footnotes
- F2
MTRX
transaction
COMMON STOCK
Options Exercise
- Transaction value
- Shares
- +1,881
- Change %
- +3.5%
- Price
- Shares after
- 55,687
- Date
- 30 Aug 2025
- Ownership
- Direct
- Footnotes
- F1
MTRX
transaction
COMMON STOCK
Disposed to Issuer
- Transaction value
- $28,460
- Shares
- -1,881
- Change %
- -3.4%
- Price
- $15.13
- Shares after
- 53,806
- Date
- 30 Aug 2025
- Ownership
- Direct
MTRX
transaction
COMMON STOCK
Tax liability
- Transaction value
- $12,225
- Shares
- -808
- Change %
- -1.5%
- Price
- $15.13
- Shares after
- 52,998
- Date
- 30 Aug 2025
- Ownership
- Direct
- Footnotes
- F2
MTRX
transaction
COMMON STOCK
Award
- Transaction value
- $0
- Shares
- +16,406
- Change %
- +31%
- Price
- $0.000000
- Shares after
- 69,404
- Date
- 30 Aug 2025
- Ownership
- Direct
- Footnotes
- F3
MTRX
transaction
COMMON STOCK
Tax liability
- Transaction value
- $106,697
- Shares
- -7,052
- Change %
- -10%
- Price
- $15.13
- Shares after
- 62,352
- 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
- -3,529
- Change %
- -33%
- Price
- $0.000000
- Shares after
- 7,058
- Date
- 29 Aug 2025
- Ownership
- Direct
- Underlying class
- COMMON STOCK
- Underlying amount
- 3,529
- Exercise price
- Footnotes
- F1, F5
MTRX
transaction
Derivative
RESTRICTED STOCK UNITS
Options Exercise
- Transaction value
- $0
- Shares
- -1,210
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 30 Aug 2025
- Ownership
- Direct
- Underlying class
- COMMON STOCK
- Underlying amount
- 1,210
- Exercise price
- Footnotes
- F1, F6
MTRX
transaction
Derivative
RESTRICTED STOCK UNITS
Options Exercise
- Transaction value
- $0
- Shares
- -1,881
- Change %
- -50%
- Price
- $0.000000
- Shares after
- 1,881
- Date
- 30 Aug 2025
- Ownership
- Direct
- Underlying class
- COMMON STOCK
- Underlying amount
- 1,881
- 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.