SEC Form 4 · accession 0000866273-26-000050
MATRIX SERVICE CO · MTRX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Justin D Sheets
Officer — SVP, Enterprise Services
Period of report
Aug 27, 2026
Accepted (ET)
Aug 31, 2026 · 3:49 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 | 2,429 | — | A | 75,705 | D | |
| Common Stock | Aug 27, 2026 | D | 2,429 | $10.91 | D | 73,276 | D | |
| Common StockF2 | Aug 27, 2026 | F | 907 | $10.91 | D | 72,369 | D | |
| Common StockF1 | Aug 27, 2026 | M | 1,697 | — | A | 74,066 | D | |
| Common Stock | Aug 27, 2026 | D | 1,697 | $10.91 | D | 72,369 | D | |
| Common StockF2 | Aug 27, 2026 | F | 633 | $10.91 | D | 71,736 | D | |
| Common StockF1 | Aug 29, 2026 | M | 3,482 | — | A | 75,218 | D | |
| Common Stock | Aug 29, 2026 | D | 3,482 | $10.83 | D | 71,736 | D | |
| Common StockF2 | Aug 29, 2026 | F | 1,300 | $10.83 | D | 70,436 | D | |
| Common StockF1 | Aug 30, 2026 | M | 2,576 | — | A | 73,012 | D | |
| Common Stock | Aug 30, 2026 | D | 2,576 | $10.83 | D | 70,436 | D | |
| Common StockF2 | Aug 30, 2026 | F | 962 | $10.83 | D | 69,474 | 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 | 2,429 | D | Aug 27, 2025 | Aug 27, 2028 | Common Stock | 2,429 | 4,857 | D |
| Restricted Stock UnitsF1,F4 | — | Aug 27, 2026 | M | 1,697 | D | Aug 27, 2026 | Aug 27, 2029 | Common Stock | 1,697 | 5,090 | D |
| Restricted Stock UnitsF1,F5 | — | Aug 29, 2026 | M | 3,482 | D | Aug 29, 2024 | Aug 29, 2027 | Common Stock | 3,482 | 3,482 | D |
| Restricted Stock UnitsF1,F6 | — | Aug 30, 2026 | M | 2,576 | D | Aug 30, 2023 | Aug 30, 2026 | Common Stock | 2,576 | 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.