Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | Director | April 01, 2020 | April 02, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MIDDLESEX WATER CO
Report date April 01, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Book Entry)SEC Table I · non-derivative | Direct | 582 |
Reported balance
After 2020-04-01 transaction · row 2
1 source rowRow 2 · 2020-04-01 · Grant · Acquired 582 · Balance 582 F2: The price was determined close of business on March 31, 2020 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. |
| Common Stock (Street Account)SEC Table I · non-derivative | IndirectSee Note | 334,754 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 334,754 F1: Has voting power over various family trusts, charitable foundations, and an estate of a decedent. |
Filing footnotes · ownership attribution and instrument terms
F1: Has voting power over various family trusts, charitable foundations, and an estate of a decedent.
F2: The price was determined close of business on March 31, 2020 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 2, 2020 20:42 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 582 | $60.12 | $34,989.84 |
DisclosureSEC source: 0001174947-20-000511 · ownership.xml · nonDerivative · entry 2 SHEIN JEFFRIES · CIK 0001185362 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582 F2 · price: The price was determined close of business on March 31, 2020 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 19:48 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 500 | $55.99 | $27,995.00 |
DisclosureSEC source: 0001174947-19-000502 · ownership.xml · nonDerivative · entry 3 SHEIN JEFFRIES · CIK 0001185362 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F2 · price: The price was determined close of business on March 29, 2019 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:48 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 572 | $36.70 | $20,992.40 |
DisclosureSEC source: 0001174947-18-000542 · formfour.xml · nonDerivative · entry 3 SHEIN JEFFRIES · CIK 0001185362 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,656 F2 · price: The price was determined close of business on March 29, 2018 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 16:08 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 568 | $36.95 | $20,987.60 |
DisclosureSEC source: 0001174947-17-000538 · formfour.xml · nonDerivative · entry 3 SHEIN JEFFRIES · CIK 0001185362 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,084 F2 · price: The price was determined as of March 31, 2017 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.