MATRIX SERVICE CO·4

Sep 2, 5:16 PM ET

MONTALBANO DOUGLAS J 4

4 · MATRIX SERVICE CO · Filed Sep 2, 2025

Insider Transaction Report

Form 4
Period: 2025-08-29
MONTALBANO DOUGLAS J
President, Matrix NAC
Transactions
  • Exercise/Conversion

    COMMON STOCK

    2025-08-30+1,21055,536 total
  • Award

    COMMON STOCK

    2025-08-30+16,40669,404 total
  • Exercise/Conversion

    COMMON STOCK

    2025-08-30+1,88155,687 total
  • Exercise/Conversion

    RESTRICTED STOCK UNITS

    2025-08-301,8811,881 total
    From: 2023-08-30Exp: 2026-08-30COMMON STOCK (1,881 underlying)
  • Exercise/Conversion

    COMMON STOCK

    2025-08-29+3,52959,372 total
  • Disposition to Issuer

    COMMON STOCK

    2025-08-30$15.13/sh1,210$18,30754,326 total
  • Disposition to Issuer

    COMMON STOCK

    2025-08-30$15.13/sh1,881$28,46053,806 total
  • Tax Payment

    COMMON STOCK

    2025-08-30$15.13/sh7,052$106,69762,352 total
  • Tax Payment

    COMMON STOCK

    2025-08-30$15.13/sh520$7,86853,806 total
  • Disposition to Issuer

    COMMON STOCK

    2025-08-29$15.13/sh3,529$53,39455,843 total
  • Exercise/Conversion

    RESTRICTED STOCK UNITS

    2025-08-301,2100 total
    From: 2022-08-30Exp: 2025-08-30COMMON STOCK (1,210 underlying)
  • Tax Payment

    COMMON STOCK

    2025-08-29$15.13/sh1,517$22,95254,326 total
  • Tax Payment

    COMMON STOCK

    2025-08-30$15.13/sh808$12,22552,998 total
  • Exercise/Conversion

    RESTRICTED STOCK UNITS

    2025-08-293,5297,058 total
    From: 2024-08-29Exp: 2027-08-29COMMON STOCK (3,529 underlying)
Footnotes (7)
  • [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.
  • [F2]SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED RESTRICTED STOCK UNITS.
  • [F3]SHARES RECEIVED ON CONVERSION OF PERFORMANCE STOCK UNIT AWARD AS PREDETERMINED MARKET-BASED CRITERIA WAS MET.
  • [F4]SHARES DISPOSED TO SATISFY TAX OBLIGATION DUE ON VEST DATE FOR STOCK-SETTLED PERFORMANCE STOCK UNITS.
  • [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.
  • [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.
  • [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.

Documents

1 file
  • 4
    wk-form4_1756847810.xmlPrimary

    FORM 4