SEC Form 4 · accession 0000866273-26-000049
MATRIX SERVICE CO · MTRX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Kevin S Cavanah
Officer — VP Finance & CFO
Period of report
Aug 27, 2026
Accepted (ET)
Aug 31, 2026 · 3:36 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 | 4,307 | — | A | 91,420 | D | |
| Common Stock | Aug 27, 2026 | D | 4,307 | $10.91 | D | 87,113 | D | |
| Common StockF2 | Aug 27, 2026 | F | 1,485 | $10.91 | D | 85,628 | D | |
| Common StockF1 | Aug 27, 2026 | M | 3,009 | — | A | 88,637 | D | |
| Common Stock | Aug 27, 2026 | D | 3,009 | $10.91 | D | 85,628 | D | |
| Common StockF2 | Aug 27, 2026 | F | 1,108 | $10.91 | D | 84,520 | D | |
| Common StockF1 | Aug 29, 2026 | M | 6,176 | — | A | 90,696 | D | |
| Common Stock | Aug 29, 2026 | D | 6,176 | $10.83 | D | 84,520 | D | |
| Common StockF2 | Aug 29, 2026 | F | 2,130 | $10.83 | D | 82,390 | D | |
| Common StockF1 | Aug 30, 2026 | M | 4,569 | — | A | 86,959 | D | |
| Common Stock | Aug 30, 2026 | D | 4,569 | $10.83 | D | 82,390 | D | |
| Common StockF2 | Aug 30, 2026 | F | 1,576 | $10.83 | D | 80,814 | 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 | 4,307 | D | Aug 27, 2025 | Aug 27, 2028 | Common Stock | 4,307 | 8,614 | D |
| Restricted Stock UnitsF1,F4 | — | Aug 27, 2026 | M | 3,009 | D | Aug 27, 2026 | Aug 27, 2029 | Common Stock | 3,009 | 9,026 | D |
| Restricted Stock UnitsF1,F5 | — | Aug 29, 2026 | M | 6,176 | D | Aug 29, 2024 | Aug 29, 2027 | Common Stock | 6,176 | 6,175 | D |
| Restricted Stock UnitsF1,F6 | — | Aug 30, 2026 | M | 4,569 | D | Aug 30, 2023 | Aug 30, 2026 | Common Stock | 4,569 | 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.