Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | Sr. VP-Operations & COO | July 01, 2019 | July 02, 2019 |
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 July 01, 2019 · Filed July 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Book Entry)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-07-01 · Other · Disposed 16,307 · Balance 0 F1: All shares vested 07/01/19 upon Mr. Risoldi's retirement based on Board's approval. |
| Common Stock (Book Entry)SEC Table I · non-derivative | Direct | 24,490 |
Reported balance
After 2019-07-01 transaction · row 2
1 source rowRow 2 · 2019-07-01 · Other · Acquired 16,307 · Balance 24,490 |
| Common Stock (DRP)SEC Table I · non-derivative | Direct | 1,827 |
Reported balance
Holding disclosure · report date 2019-07-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,827 |
| Common Stock (Shares held in Street Name)SEC Table I · non-derivative | Direct | 10,092 |
Reported balance
Holding disclosure · report date 2019-07-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,092 |
| Common Stock (DRP) (Shares held in Street Name)SEC Table I · non-derivative | IndirectCustodial Account for Daughter Angela Marie Risoldi | 182 |
Reported balance
Holding disclosure · report date 2019-07-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 182 |
| Common Stock (DRP) (Shares held in Street Name)SEC Table I · non-derivative | IndirectCustodial Account for Son Andrew Joseph Risoldi | 473 |
Reported balance
Holding disclosure · report date 2019-07-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 473 |
Filing footnotes · ownership attribution and instrument terms
F1: All shares vested 07/01/19 upon Mr. Risoldi's retirement based on Board's approval.
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 |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Jul 2, 2019 20:49 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Book Entry) | 16,307 | $59.36 | $967,983.52 |
DisclosureSEC source: 0001174947-19-000865 · ownership.xml · nonDerivative · entry 2 Risoldi Richard M · CIK 0001298630 · Sr. VP-Operations & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,490 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 20:49 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 16,307 | $59.36 | $967,983.52 |
DisclosureSEC source: 0001174947-19-000865 · ownership.xml · nonDerivative · entry 1 Risoldi Richard M · CIK 0001298630 · Sr. VP-Operations & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: All shares vested 07/01/19 upon Mr. Risoldi's retirement based on Board's approval. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 17:57 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Book Entry) | 2,629 | $47.15 | $123,957.35 |
DisclosureSEC source: 0001174947-18-001204 · form4-20896_rr.xml · nonDerivative · entry 2 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,183 Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 17:57 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 2,629 | $47.15 | $123,957.35 |
DisclosureSEC source: 0001174947-18-001204 · form4-20896_rr.xml · nonDerivative · entry 1 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,307 Read SEC document |
| May 22, 2018 Filed May 23, 2018 19:09 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock (Shares held in Street Name) | 4,493 | $42.05 | $188,930.65 |
DisclosureSEC source: 0001174947-18-000846 · c494856_4.xml · nonDerivative · entry 5 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
| May 11, 2018 Filed May 23, 2018 19:09 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock (Shares held in Street Name) | 5 | $42.10 | $210.50 |
DisclosureSEC source: 0001174947-18-000846 · c494856_4.xml · nonDerivative · entry 4 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
| March 28, 2018 Filed Apr 2, 2018 20:49 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 2,825 | $36.53 | $103,197.25 |
DisclosureSEC source: 0001174947-18-000545 · formfour.xml · nonDerivative · entry 1 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,307 Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 17:15 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Book Entry) | 2,629 | $40.48 | $106,421.92 |
DisclosureSEC source: 0001174947-17-001371 · formfour.xml · nonDerivative · entry 2 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,181 Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 17:15 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 2,629 | $40.48 | $106,421.92 |
DisclosureSEC source: 0001174947-17-001371 · formfour.xml · nonDerivative · entry 1 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,482 Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 19:53 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 2,660 | $36.95 | $98,287.00 |
DisclosureSEC source: 0001174947-17-000524 · formfour.xml · nonDerivative · entry 1 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,111 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 18:43 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Book Entry) | 1,869 | $34.80 | $65,041.20 |
DisclosureSEC source: 0001174947-16-003200 · form4-16593_rr.xml · nonDerivative · entry 2 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,369 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 18:43 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 1,869 | $34.80 | $65,041.20 |
DisclosureSEC source: 0001174947-16-003200 · form4-16593_rr.xml · nonDerivative · entry 1 Risoldi Richard M · CIK 0001298630 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,451 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.