Matrix Service CFO reports 9,693-share stake

Matrix Service Co’s Chief Financial Officer discloses initial direct holdings in common stock and cash-settled restricted stock units.

Available on EDGAR 09/14/2026 - 05:01 PM EDT Accepted by SEC EDGAR 09/14/2026 - 04:51 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

MATRIX SERVICE CO (MTRX) reported the initial equity holdings of its Chief Financial Officer, Andrew John Smith, in a Form 3 filing. He holds 9,693 shares of Common Stock directly and a service-based award of cash-settled Restricted Stock Units linked to 1,875 shares of Common Stock that vest in four annual installments from August 27, 2026 to August 27, 2029 and are settled solely in cash when vested.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider SMITH ANDREW JOHN

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Holding	Restricted Stock Units F2, F1	--	--	--
Holding	Common Stock	--	--	--

Holdings: Restricted Stock Units — 1,875 contracts (Direct); Common Stock — 9,693 shares (Direct)

Footnotes (2)

1. F1. For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029.
2. F2. 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.

Key Figures

Direct Common Stock holdings: 9,693 shares Underlying shares for Restricted Stock Units: 1,875 shares RSU vesting rate per year: 25% +3 more

6 metrics

Direct Common Stock holdings 9,693 shares Shares of Matrix Service Company Common Stock held directly by the Chief Financial Officer after the reported holdings

Underlying shares for Restricted Stock Units 1,875 shares Common Stock underlying the CFO’s cash-settled Restricted Stock Units expiring August 27, 2029

RSU vesting rate per year 25% Portion of the service-based cash-settled Restricted Stock Unit award that vests each year from August 27, 2026 to August 27, 2029

RSU vesting start date August 27, 2026 First vesting date for the CFO’s service-based cash-settled Restricted Stock Units

RSU vesting end date August 27, 2029 Final vesting date for the CFO’s service-based cash-settled Restricted Stock Units

RSU expiration date August 27, 2029 Expiration date associated with the reported cash-settled Restricted Stock Units

Key Terms

Restricted Stock Units, Cash-Settled Restricted Stock Units, economic equivalent

3 terms

Restricted Stock Units financial

"For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Cash-Settled Restricted Stock Units financial

"For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year"

economic equivalent financial

"Each Restricted Stock Unit is the economic equivalent of one share of Matrix Service Company"

FAQ

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

What insider ownership did the CFO report in Matrix Service Co (MTRX) on this Form 3?

Andrew John Smith, Chief Financial Officer, reported direct ownership of 9,693 shares of Common Stock and a cash-settled Restricted Stock Unit award tied to 1,875 underlying shares of Matrix Service Company Common Stock.

How many Restricted Stock Units tied to MTRX stock does the CFO hold?

The Chief Financial Officer holds a service-based award of cash-settled Restricted Stock Units linked to 1,875 shares of Matrix Service Company Common Stock, as disclosed in the Form 3 filing.

What is the vesting schedule of the CFO’s Restricted Stock Units at Matrix Service Co (MTRX)?

For this service-based award, 25% of the cash-settled Restricted Stock Units will vest each year from August 27, 2026 to August 27, 2029, according to the footnote in the filing.

Are the CFO’s Restricted Stock Units at Matrix Service Co (MTRX) settled in shares or cash?

Each Restricted Stock Unit is described as the economic equivalent of one share of Matrix Service Company Common Stock, and all Restricted Stock Units are settled solely in cash when vested.

Does the Form 3 for Matrix Service Co (MTRX) report any insider stock purchases or sales?

No purchases or sales are reported. The Form 3 discloses initial holdings: 9,693 shares of Common Stock and a cash-settled Restricted Stock Unit award tied to 1,875 underlying shares.

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

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

SMITH ANDREW JOHN

(Last) (First) (Middle)

15333 JOHN F KENNEDY BOULEVARD

SUITE 400

(Street)

HOUSTON TEXAS 77032

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
09/10/2026

3. Issuer Name and Ticker or Trading Symbol
MATRIX SERVICE CO [ MTRX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	9,693	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	08/27/2026(1)	08/27/2029	Common Stock	1,875	(2)	D

Explanation of Responses:

1. For this service-based award of Cash-Settled Restricted Stock Units, 25% will vest each year from August 27, 2026 to August 27, 2029.

2. 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.

Remarks:

	Andrew J. Smith	09/14/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)