Justin D. Sheets - 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, 17:17:52 UTC
Prior SEC filing
28 Aug 2025
Next SEC filing
15 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Justin D. Sheets

Key filing fact

Justin D. Sheets filed Form 4 for MATRIX SERVICE CO (MTRX) on 02 Sep 2025.

Key facts

  • This page summarizes Justin D. Sheets'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, 17:17.

Change

  • Previous filing in this sequence was filed on 28 Aug 2025.
  • Current net transaction value: -$305,944.

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 0001682712 Primary reporting owner

SHEETS JUSTIN D

Relationship
VP, Legal & Ops Services
Address
15 EAST 5TH STREET, SUITE 1100, TULSA
Signature
Justin D. Sheets
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
+3,483
Change %
+4.9%
Price
Shares after
74,339
Date
29 Aug 2025
Ownership
Direct
Footnotes
F1
MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value
$52,698
Shares
-3,483
Change %
-4.7%
Price
$15.13
Shares after
70,856
Date
29 Aug 2025
Ownership
Direct
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$20,592
Shares
-1,361
Change %
-1.9%
Price
$15.13
Shares after
69,495
Date
29 Aug 2025
Ownership
Direct
Footnotes
F2
MTRX transaction

COMMON STOCK

Options Exercise

Transaction value
Shares
+2,162
Change %
+3.1%
Price
Shares after
71,657
Date
30 Aug 2025
Ownership
Direct
Footnotes
F1
MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value
$32,711
Shares
-2,162
Change %
-3%
Price
$15.13
Shares after
69,495
Date
30 Aug 2025
Ownership
Direct
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$12,785
Shares
-845
Change %
-1.2%
Price
$15.13
Shares after
68,650
Date
30 Aug 2025
Ownership
Direct
Footnotes
F2
MTRX transaction

COMMON STOCK

Options Exercise

Transaction value
Shares
+2,577
Change %
+3.8%
Price
Shares after
71,227
Date
30 Aug 2025
Ownership
Direct
Footnotes
F1
MTRX transaction

COMMON STOCK

Disposed to Issuer

Transaction value
$38,990
Shares
-2,577
Change %
-3.6%
Price
$15.13
Shares after
68,650
Date
30 Aug 2025
Ownership
Direct
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$15,236
Shares
-1,007
Change %
-1.5%
Price
$15.13
Shares after
67,643
Date
30 Aug 2025
Ownership
Direct
Footnotes
F2
MTRX transaction

COMMON STOCK

Award

Transaction value
$0
Shares
+22,471
Change %
+33%
Price
$0.000000
Shares after
90,114
Date
30 Aug 2025
Ownership
Direct
Footnotes
F3
MTRX transaction

COMMON STOCK

Tax liability

Transaction value
$132,932
Shares
-8,786
Change %
-9.7%
Price
$15.13
Shares after
81,328
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
-3,483
Change %
-33%
Price
$0.000000
Shares after
6,964
Date
29 Aug 2025
Ownership
Direct
Underlying class
COMMON STOCK
Underlying amount
3,483
Exercise price
Footnotes
F1, F5
MTRX transaction Derivative

RESTRICTED STOCK UNITS

Options Exercise

Transaction value
$0
Shares
-2,162
Change %
-100%
Price
$0.000000
Shares after
0
Date
30 Aug 2025
Ownership
Direct
Underlying class
COMMON STOCK
Underlying amount
2,162
Exercise price
Footnotes
F1, F6
MTRX transaction Derivative

RESTRICTED STOCK UNITS

Options Exercise

Transaction value
$0
Shares
-2,577
Change %
-50%
Price
$0.000000
Shares after
2,576
Date
30 Aug 2025
Ownership
Direct
Underlying class
COMMON STOCK
Underlying amount
2,577
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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