Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | Director | August 11, 2026 | August 12, 2026 |
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 August 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Street)SEC Table I · non-derivative | IndirectSee Note | 223,798 |
Reported balance
After 2026-08-11 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-08-11 · Other · Disposed 6,900 · Balance 223,798 F1: These shares were reported as indirectly beneficially owned by the reporting person solely in his capacity as trustee of a family trust and were distributed to beneficiaries of the trust in accordance with the terms of that instrument. The reporting person received no consideration in connection with the distribution. F2: Mr. Bershad serves as trustee and has voting power over a family trust. Mr. Bershad disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report shall not be deemed an admission that Mr. Bershad is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. |
| Common Stock (Street)SEC Table I · non-derivative | IndirectSee Note | 15,531 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,531 F3: Held in custodial accounts for the benefit of family members of the reporting person. |
| Common Stock (Book)SEC Table I · non-derivative | Direct | 1,567 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,567 |
| Common Stock (Street)SEC Table I · non-derivative | Direct | 4,213 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,213 |
| Common Stock (Street)SEC Table I · non-derivative | IndirectBy Spouse of Mr. Bershad | 4,247 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,247 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were reported as indirectly beneficially owned by the reporting person solely in his capacity as trustee of a family trust and were distributed to beneficiaries of the trust in accordance with the terms of that instrument. The reporting person received no consideration in connection with the distribution.
F2: Mr. Bershad serves as trustee and has voting power over a family trust. Mr. Bershad disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report shall not be deemed an admission that Mr. Bershad is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
F3: Held in custodial accounts for the benefit of family members of the reporting person.
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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 12, 2026 18:59 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Street) | 6,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-056119 · wk-form4_1786561179.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 223,798 F1 · acquired: These shares were reported as indirectly beneficially owned by the reporting person solely in his capacity as trustee of a family trust and were distributed to beneficiaries of the trust in accordance with the terms of that instrument. The reporting person received no consideration in connection with the distribution. F2 · ownership.nature: Mr. Bershad serves as trustee and has voting power over a family trust. Mr. Bershad disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report shall not be deemed an admission that Mr. Bershad is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 13:02 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 865 | $52.05 | $45,023.25 |
DisclosureSEC source: 0001628280-26-022589 · wk-form4_1775048562.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,567 F1 · price: Price as of close of business March 31, 2026, in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| June 15, 2025 Filed Mar 16, 2026 19:27 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Street) | 213,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018113 · wk-form4_1773689241.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Note Disclosed balance after: 230,698 F1 · kind: Upon the passing of a third-party on the reported transaction date, Mr. Bershad and his spouse became co-trustees and have voting power over a trust. Mr. Bershad disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and the filing of this report shall not be deemed an admission that Mr. Bershad is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. F2 · ownership.nature: Mr. Bershad serves as trustee and has voting power over a family trust. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 18:25 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 702 | $64.10 | $44,998.20 |
DisclosureSEC source: 0001174947-25-000435 · ownership.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 702 F1 · price: The price was determined close of business as of March 31, 2025 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 17:56 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 857 | $52.50 | $44,992.50 |
DisclosureSEC source: 0001174947-24-000475 · ownership.xml · nonDerivative · entry 3 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857 F2 · price: The price was determined close of business as on March 28, 2024 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| April 01, 2024 Filed Mar 14, 2025 16:54 UTC Amendment | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 857 | $52.50 | $44,992.50 |
DisclosureSEC source: 0001174947-25-000345 · ownership.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857 F1 · price: The price was determined close of business as on March 28, 2024 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:02 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 576 | $78.12 | $44,997.12 |
DisclosureSEC source: 0001174947-23-000507 · ownership.xml · nonDerivative · entry 3 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576 F2 · price: The price was determined close of business as on March 31, 2023 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan Read SEC document |
| March 31, 2023 Filed Mar 14, 2025 16:55 UTC Amendment | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 576 | $78.12 | $44,997.12 |
DisclosureSEC source: 0001174947-25-000346 · ownership.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576 F1 · price: The price was determined close of business as on March 31, 2023 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:14 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 333 | $105.17 | $35,021.61 |
DisclosureSEC source: 0001174947-22-000474 · ownership.xml · nonDerivative · entry 3 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 F2 · price: The price was determined close of business as on March 31, 2022 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan Read SEC document |
| April 01, 2022 Filed Mar 14, 2025 16:55 UTC Amendment | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 333 | $105.17 | $35,021.61 |
DisclosureSEC source: 0001174947-25-000347 · ownership.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333 F1 · price: The price was determined close of business as on March 31, 2022 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| November 23, 2021 Filed Nov 29, 2021 18:17 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 84 | $103.90 | $8,727.60 |
DisclosureSEC source: 0001174947-21-001058 · ownership.xml · nonDerivative · entry 3 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84 F2 · price: The price was determined close of business as on August 2, 2021 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan Read SEC document |
| November 23, 2021 Filed Mar 14, 2025 16:55 UTC Amendment | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 84 | $103.90 | $8,727.60 |
DisclosureSEC source: 0001174947-25-000348 · ownership.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84 F1 · price: The price was determined close of business as on August 2, 2021 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 21:10 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 443 | $79.02 | $35,005.86 |
DisclosureSEC source: 0001174947-21-000343 · ownership.xml · nonDerivative · entry 2 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 F2 · price: The price was determined close of business as on March 31, 2021 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan Read SEC document |
| April 01, 2021 Filed Mar 14, 2025 16:54 UTC Amendment | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book Entry) | 443 | $79.02 | $35,005.86 |
DisclosureSEC source: 0001174947-25-000344 · ownership.xml · nonDerivative · entry 1 Bershad Joshua · CIK 0001836661 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 443 F1 · price: The price was determined close of business as on March 31, 2021 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.