John R. Hewitt - Aug 29, 2025 Form 4 Insider Report for MATRIX SERVICE CO (MTRX)

Role
President & CEO, Director
Signature
John R. Hewitt
Stock symbol
MTRX
Transactions as of
Aug 29, 2025
Transactions value $
-$1,689,189
Form type
4
Date filed
9/2/2025, 05:12 PM
Previous filing
Aug 28, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
HEWITT JOHN R President & CEO, Director 15 EAST 5TH STREET, SUITE 1100, TULSA John R. Hewitt 2025-09-02 0001519321

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MTRX COMMON STOCK Options Exercise +14.9K +2.7% 565K Aug 29, 2025 Direct F1
transaction MTRX COMMON STOCK Disposed to Issuer -$225K -14.9K -2.63% $15.13 551K Aug 29, 2025 Direct
transaction MTRX COMMON STOCK Tax liability -$71.2K -4.71K -0.86% $15.13 546K Aug 29, 2025 Direct F2
transaction MTRX COMMON STOCK Options Exercise +9.23K +1.69% 555K Aug 30, 2025 Direct F1
transaction MTRX COMMON STOCK Disposed to Issuer -$140K -9.23K -1.66% $15.13 546K Aug 30, 2025 Direct
transaction MTRX COMMON STOCK Tax liability -$58.3K -3.85K -0.71% $15.13 542K Aug 30, 2025 Direct F2
transaction MTRX COMMON STOCK Options Exercise +11K +2.03% 553K Aug 30, 2025 Direct F1
transaction MTRX COMMON STOCK Disposed to Issuer -$166K -11K -1.99% $15.13 542K Aug 30, 2025 Direct
transaction MTRX COMMON STOCK Tax liability -$69.4K -4.59K -0.85% $15.13 537K Aug 30, 2025 Direct F2
transaction MTRX COMMON STOCK Award $0 +144K +26.76% $0.00 681K Aug 30, 2025 Direct F3
transaction MTRX COMMON STOCK Tax liability -$960K -63.4K -9.31% $15.13 618K Aug 30, 2025 Direct F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MTRX RESTRICTED STOCK UNITS Options Exercise $0 -14.9K -33.33% $0.00 29.7K Aug 29, 2025 COMMON STOCK 14.9K Direct F1, F5
transaction MTRX RESTRICTED STOCK UNITS Options Exercise $0 -9.23K -100% $0.00 0 Aug 30, 2025 COMMON STOCK 9.23K Direct F1, F6
transaction MTRX RESTRICTED STOCK UNITS Options Exercise $0 -11K -50% $0.00 11K Aug 30, 2025 COMMON STOCK 11K Direct F1, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.