SEC Form 4 · accession 0000866273-26-000061
MATRIX SERVICE CO · MTRX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
David (james) Miller
Officer — VP & General Counsel
Period of report
Aug 25, 2026
Accepted (ET)
Sep 4, 2026 · 11:04 am 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 25, 2026 | A | 5,432 | $0.00 | A | 25,979 | D | |
| Common StockF2 | Aug 27, 2026 | M | 1,702 | — | A | 27,681 | D | |
| Common Stock | Aug 27, 2026 | D | 1,702 | $10.91 | D | 25,979 | D | |
| Common StockF3 | Aug 27, 2026 | F | 669 | $10.91 | D | 25,310 | D | |
| Common StockF2 | Aug 27, 2026 | M | 1,607 | — | A | 26,917 | D | |
| Common Stock | Aug 27, 2026 | D | 1,607 | $10.91 | D | 25,310 | D | |
| Common StockF3 | Aug 27, 2026 | F | 632 | $10.91 | D | 24,678 | D | |
| Common StockF2 | Aug 29, 2026 | M | 2,370 | — | A | 27,048 | D | |
| Common Stock | Aug 29, 2026 | D | 2,370 | $10.83 | D | 24,678 | D | |
| Common StockF3 | Aug 29, 2026 | F | 932 | $10.83 | D | 23,746 | D | |
| Common StockF2 | Aug 30, 2026 | M | 967 | — | A | 24,713 | D | |
| Common Stock | Aug 30, 2026 | D | 967 | $10.83 | D | 23,746 | D | |
| Common StockF3 | Aug 30, 2026 | F | 380 | $10.83 | D | 23,366 | 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 UnitsF4,F2 | — | Aug 25, 2026 | A | 5,432 | A | Aug 25, 2027 | Aug 25, 2029 | Common Stock | 5,432 | 5,432 | D |
| Restricted Stock UnitsF2,F5 | — | Aug 27, 2026 | M | 1,702 | D | Aug 27, 2025 | Aug 27, 2028 | Common Stock | 1,702 | 3,404 | D |
| Restricted Stock UnitsF2,F6 | — | Aug 27, 2026 | M | 1,607 | D | Aug 27, 2026 | Aug 27, 2029 | Common Stock | 1,607 | 4,819 | D |
| Restricted Stock UnitsF2,F7 | — | Aug 29, 2026 | M | 2,370 | D | Aug 29, 2024 | Aug 29, 2027 | Common Stock | 2,370 | 2,369 | D |
| Restricted Stock UnitsF2,F8 | — | Aug 30, 2026 | M | 967 | D | Aug 30, 2023 | Aug 30, 2026 | Common Stock | 967 | 0 | D |
Explanation of responses
- F1Restricted Stock Unit - each unit will entitle the reporting person to one share of Matrix Service Company Common Stock if and when the conditions of the restriction have been satisfied. For this grant, one-third will vest each year for the next three years on the anniversary dates.
- F2Each 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.
- F3Shares disposed to satisfy tax obligation due on vest date for Stock-Settled Restricted Stock Units.
- F4Each unit will entitle the reporting person to the Cash equivalent of one share of Matrix Service Company Common Stock if and when the conditions of the restriction have been satisfied. For this grant, one-third will vest each year for the next three years on the anniversary dates.
- F5For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2025 to August 27, 2028.
- F6For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029.
- F7For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 29, 2024 to August 29, 2027.
- F8For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 30, 2023 to August 30, 2026.