Nasdaq · SEC CIK 0000866273
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Aug 31, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| Shawn P. PayneResearch disclosed relationships | President & CEO · Director | 123,946 sharesCommon Stock, par value $0.01 per share | $1.21M | Aug 31, 2026 |
| Kevin S. CavanahResearch disclosed relationships | VP Finance & CFO | 80,814 sharesCommon Stock, par value $0.01 per share | $786.32K | Aug 31, 2026 |
| Justin D. SheetsResearch disclosed relationships | SVP, Enterprise Services | 69,474 sharesCommon Stock, par value $0.01 per share | $675.98K | Aug 31, 2026 |
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
SEC reporting-owner CIK 0001682712 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| MATRIX SERVICE CO (MTRX)Nasdaq · Current company | SVP, Enterprise Services | 69,474 sharesCommon Stock, par value $0.01 per share | $675.98K | Aug 31, 2026 |
SEC reporting-owner CIK 0001409823 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| MATRIX SERVICE CO (MTRX)Nasdaq · Current company | VP Finance & CFO | 80,814 sharesCommon Stock, par value $0.01 per share | $786.32K | Aug 31, 2026 |
SEC reporting-owner CIK 0001945698 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| MATRIX SERVICE CO (MTRX)Nasdaq · Current company | President & CEO · Director | 123,946 sharesCommon Stock, par value $0.01 per share | $1.21M | Aug 31, 2026 |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Aug 30, 2026Transaction date | Justin D. SheetsResearch disclosed relationships | DispositionSEC code F | Common Stock, par value $0.01 per share | 962 shares | $10.83 | 69,474 shares | 69,474 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Justin D. SheetsResearch disclosed relationships | DispositionSEC code D | Common Stock, par value $0.01 per share | 2,576 shares | $10.83 | 70,436 shares | 69,474 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Justin D. SheetsResearch disclosed relationships | AcquisitionSEC code M | Common Stock, par value $0.01 per share | 2,576 shares | Not reported | 73,012 shares | 69,474 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Kevin S. CavanahResearch disclosed relationships | DispositionSEC code F | Common Stock, par value $0.01 per share | 1,576 shares | $10.83 | 80,814 shares | 80,814 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Kevin S. CavanahResearch disclosed relationships | DispositionSEC code D | Common Stock, par value $0.01 per share | 4,569 shares | $10.83 | 82,390 shares | 80,814 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Kevin S. CavanahResearch disclosed relationships | AcquisitionSEC code M | Common Stock, par value $0.01 per share | 4,569 shares | Not reported | 86,959 shares | 80,814 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Shawn P. PayneResearch disclosed relationships | DispositionSEC code F | Common Stock, par value $0.01 per share | 1,108 shares | $10.83 | 123,946 shares | 123,946 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Shawn P. PayneResearch disclosed relationships | DispositionSEC code D | Common Stock, par value $0.01 per share | 2,817 shares | $10.83 | 125,054 shares | 123,946 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 30, 2026Transaction date | Shawn P. PayneResearch disclosed relationships | AcquisitionSEC code M | Common Stock, par value $0.01 per share | 2,817 shares | Not reported | 127,871 shares | 123,946 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 29, 2026Transaction date | Justin D. SheetsResearch disclosed relationships | DispositionSEC code F | Common Stock, par value $0.01 per share | 1,300 shares | $10.83 | 70,436 shares | 69,474 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 29, 2026Transaction date | Justin D. SheetsResearch disclosed relationships | DispositionSEC code D | Common Stock, par value $0.01 per share | 3,482 shares | $10.83 | 71,736 shares | 69,474 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
| Aug 29, 2026Transaction date | Justin D. SheetsResearch disclosed relationships | AcquisitionSEC code M | Common Stock, par value $0.01 per share | 3,482 shares | Not reported | 75,218 shares | 69,474 sharesOwner coverage latest filing Aug 31, 2026 | 4Filed Aug 31, 2026 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 12 of 39 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Common Stock, par value $0.01 per share | ordinary-share | 3 | $2.67M |
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 31, 2026Latest represented filing date | MATRIX SERVICE CO (MTRX)Nasdaq | Current covered snapshotSVP, Enterprise ServicesValuation observation Sep 25, 2026 | Common Stock, par value $0.01 per share: 69,474 sharesCurrent covered company value: $675.98K | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code DEffective Aug 30, 2026 · transaction dateReported units 2,576 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 70,436 shares | 4 filing0000866273-26-000050 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code FEffective Aug 30, 2026 · transaction dateReported units 962 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 69,474 shares | 4 filing0000866273-26-000050 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | AcquisitionSEC code MEffective Aug 29, 2026 · transaction dateReported units 3,482 shares · reported price not provided | Common Stock, par value $0.01 per shareReported position after transaction: 75,218 shares | 4 filing0000866273-26-000050 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code DEffective Aug 29, 2026 · transaction dateReported units 3,482 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 71,736 shares | 4 filing0000866273-26-000050 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code FEffective Aug 29, 2026 · transaction dateReported units 1,300 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 70,436 shares | 4 filing0000866273-26-000050 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | AcquisitionSEC code MEffective Aug 30, 2026 · transaction dateReported units 2,576 shares · reported price not provided | Common Stock, par value $0.01 per shareReported position after transaction: 73,012 shares | 4 filing0000866273-26-000050 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 6 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 31, 2026Latest represented filing date | MATRIX SERVICE CO (MTRX)Nasdaq | Current covered snapshotVP Finance & CFOValuation observation Sep 25, 2026 | Common Stock, par value $0.01 per share: 80,814 sharesCurrent covered company value: $786.32K | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code DEffective Aug 30, 2026 · transaction dateReported units 4,569 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 82,390 shares | 4 filing0000866273-26-000049 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code FEffective Aug 30, 2026 · transaction dateReported units 1,576 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 80,814 shares | 4 filing0000866273-26-000049 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | AcquisitionSEC code MEffective Aug 30, 2026 · transaction dateReported units 4,569 shares · reported price not provided | Common Stock, par value $0.01 per shareReported position after transaction: 86,959 shares | 4 filing0000866273-26-000049 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 3 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 31, 2026Latest represented filing date | MATRIX SERVICE CO (MTRX)Nasdaq | Current covered snapshotPresident & CEO · DirectorValuation observation Sep 25, 2026 | Common Stock, par value $0.01 per share: 123,946 sharesCurrent covered company value: $1.21M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | AcquisitionSEC code MEffective Aug 30, 2026 · transaction dateReported units 2,817 shares · reported price not provided | Common Stock, par value $0.01 per shareReported position after transaction: 127,871 shares | 4 filing0000866273-26-000048 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code DEffective Aug 30, 2026 · transaction dateReported units 2,817 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 125,054 shares | 4 filing0000866273-26-000048 |
| Aug 31, 2026Filed date | MATRIX SERVICE CO (MTRX)Nasdaq | DispositionSEC code FEffective Aug 30, 2026 · transaction dateReported units 1,108 shares · reported price 10.83 | Common Stock, par value $0.01 per shareReported position after transaction: 123,946 shares | 4 filing0000866273-26-000048 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 3 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| MATRIX SERVICE CO (MTRX)Nasdaq · Current company | Justin D. SheetsSEC CIK 00016827127 chronology observationsKevin S. CavanahSEC CIK 00014098234 chronology observationsShawn P. PayneSEC CIK 00019456984 chronology observations | 15Published chronology observationsLatest represented evidence Aug 31, 2026 |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.
