SEC Form 4 · accession 0000866273-26-000048
MATRIX SERVICE CO · MTRX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Shawn P Payne
Officer — President & CEO · Director
Period of report
Aug 27, 2026
Accepted (ET)
Aug 31, 2026 · 3:34 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000866273
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 27, 2026 | M | 2,843 | — | A | 135,459 | D | |
| Common Stock | Aug 27, 2026 | D | 2,843 | $10.91 | D | 132,616 | D | |
| Common StockF2 | Aug 27, 2026 | F | 1,118 | $10.91 | D | 131,498 | D | |
| Common StockF1 | Aug 27, 2026 | M | 4,104 | — | A | 135,602 | D | |
| Common Stock | Aug 27, 2026 | D | 4,104 | $10.91 | D | 131,498 | D | |
| Common StockF2 | Aug 27, 2026 | F | 1,614 | $10.91 | D | 129,884 | D | |
| Common StockF2 | Aug 27, 2026 | F | 3,226 | $10.91 | D | 126,658 | D | |
| Common StockF1 | Aug 29, 2026 | M | 4,077 | — | A | 130,735 | D | |
| Common Stock | Aug 29, 2026 | D | 4,077 | $10.83 | D | 126,658 | D | |
| Common StockF2 | Aug 29, 2026 | F | 1,604 | $10.83 | D | 125,054 | D | |
| Common StockF1 | Aug 30, 2026 | M | 2,817 | — | A | 127,871 | D | |
| Common Stock | Aug 30, 2026 | D | 2,817 | $10.83 | D | 125,054 | D | |
| Common StockF2 | Aug 30, 2026 | F | 1,108 | $10.83 | D | 123,946 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock UnitsF1,F3 | — | Aug 27, 2026 | M | 2,843 | D | Aug 27, 2025 | Aug 27, 2028 | Common Stock | 2,843 | 5,686 | D |
| Restricted Stock UnitsF1,F4 | — | Aug 27, 2026 | M | 4,104 | D | Aug 27, 2026 | Aug 27, 2029 | Common Stock | 4,104 | 12,312 | D |
| Restricted Stock UnitsF1,F5 | — | Aug 29, 2026 | M | 4,077 | D | Aug 29, 2024 | Aug 29, 2027 | Common Stock | 4,077 | 4,077 | D |
| Restricted Stock UnitsF1,F6 | — | Aug 30, 2026 | M | 2,817 | D | Aug 30, 2023 | Aug 30, 2026 | Common Stock | 2,817 | 0 | D |
Explanation of responses
- F1Each 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.
- F2Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units.
- F3For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2025 to August 27, 2028.
- F4For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029.
- F5For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 29, 2024 to August 29, 2027.
- F6For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 30, 2023 to August 30, 2026.