MTRX Form 144: Proposed Sale of Restricted Shares

MTRX filing a Form 144 notice for proposed sales of restricted and performance-based common shares.

Accepted by SEC EDGAR 06/12/2026 - 04:06 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

MTRX filing a Form 144 notice for proposed sales of restricted and performance-based common shares. The broker/dealer listed is Morgan Stanley Smith Barney LLC at 1 New York Plaza. The filing shows specific restricted-share lots dated 08/29/2020, 08/26/2021, 08/24/2022, and performance shares dated 08/30/2025, with numeric line items shown in the excerpt.

Key Figures

Form date field: 06/12/2026 Broker-dealer listed: Morgan Stanley Smith Barney LLC Lot: Restricted Stock (08/29/2020): 1,065 +4 more

7 metrics

Form date field 06/12/2026 Header line showing a date adjacent to exchange designation

Broker-dealer listed Morgan Stanley Smith Barney LLC Intermediary address 1 New York Plaza, 8th Floor

Lot: Restricted Stock (08/29/2020) 1,065 Restricted stock lot dated <date>08/29/2020</date>

Lot: Restricted Stock (08/26/2021) 1,029 Restricted stock lot dated <date>08/26/2021</date>

Lot: Restricted Stock (08/24/2022) 1,212 Restricted stock lot dated <date>08/24/2022</date>

Lot: Performance Shares (08/30/2025) 13,685 Performance-share lot dated <date>08/30/2025</date>

Listed numeric header values 16,991; 229,378.50; 28,133,850 Numeric line in header adjacent to broker/exchange rows

Key Terms

Form 144, Restricted Stock, Performance Shares, Broker/Dealer

4 terms

Form 144 regulatory

"Filer Information | | | 144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Restricted Stock financial

"Common | 08/29/2020 | Restricted Stock | Issuer"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

Performance Shares financial

"Common | 08/30/2025 | Performance Shares | Issuer"

Performance shares are a type of company stock given to executives or employees that only become theirs if the company meets specific goals, like hitting certain profits or growth targets. They motivate leaders to work toward the company’s success, because their additional shares depend on achieving these results.

Broker/Dealer market

"Morgan Stanley Smith Barney LLC Executive Financial Services"

A broker/dealer is a firm or person that both carries out trades for clients (broker) and buys or sells securities from its own inventory (dealer). Think of it as a shop that can take customer orders and also sell items off its own shelves. Investors care because broker/dealers connect buyers and sellers, influence the price and speed of trades, hold securities or cash for short periods, and can create conflicts of interest that affect trade cost and reliability.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does MTRX's Form 144 disclosure mean?

A Form 144 notifies the market of an intended resale of restricted or control securities. This filing lists proposed sales of restricted stock and performance shares through Morgan Stanley Smith Barney LLC and provides lot dates and numeric line items tied to those lots.

Which types of MTRX securities are listed on the Form 144?

The filing lists Restricted Stock and Performance Shares. Specific lot dates include 08/29/2020, 08/26/2021, 08/24/2022, and 08/30/2025, each shown with associated numeric entries in the excerpt.

Who is the broker/dealer handling the proposed sales for MTRX?

The broker/dealer named is Morgan Stanley Smith Barney LLC, located at 1 New York Plaza, 8th Floor, New York, NY. That firm is listed on the Form 144 excerpt as the intermediary for the proposed transactions.

Does the Form 144 excerpt show how many shares MTRX intends to sell?

The excerpt includes numeric line items such as 1065, 1,212, 1,029, and 13,685 tied to specific lot dates and security types. The filing excerpt presents those numbers as part of the listed lots.

On which exchange is MTRX listed according to the excerpt?

The excerpt identifies NASDAQ as the exchange and includes a date field shown as 06/12/2026. Those items appear in the Form 144 header information provided in the excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001682712
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	MATRIX SERVICE COMPANY
SEC File Number	001-15461
Address of Issuer	15 East 5th Street, Suite 1100, Tulsa, OKLAHOMA 74103
Phone	(918) 838-8822
Name of Person for Whose Account the Securities are To Be Sold	JUSTIN SHEETS
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	16991	229378.50	28133850	06/12/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	08/29/2020	Restricted Stock	Issuer			1065	08/29/2020	Not Applicable
Common	08/24/2022	Restricted Stock	Issuer			1212	08/24/2022	Not Applicable
Common	08/26/2021	Restricted Stock	Issuer			1029	08/26/2021	Not Applicable
Common	08/30/2025	Performance Shares	Issuer			13685	08/30/2025	Not Applicable

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	06/12/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Justin D Sheets
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)