Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | Director | April 01, 2026 | April 01, 2026 |
| NEW JERSEY RESOURCES CORPNJR · Entity 3851 | Director | January 21, 2026 | January 23, 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 April 01, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Book)SEC Table I · non-derivative | Direct | 865 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 865 · Balance 865 F1: Price as of close of business March 31, 2026, in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan. |
| Common Stock (Street)SEC Table I · non-derivative | Direct | 11,201 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,201 |
Filing footnotes · ownership attribution and instrument terms
F1: Price as of close of business March 31, 2026, in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan.
NEW JERSEY RESOURCES CORP
Report date January 21, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 512 |
Reported balance
After 2026-01-21 transaction · row 1
1 source rowRow 1 · 2026-01-21 · Exercise / conversion · Acquired 512 · Balance 512 F1: Total includes 5.282 dividend equivalents accrued on Restricted Stock Units ("RSUs") plus a fractional share for rounding to the next whole share. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,022.723 |
Reported balance
After 2026-01-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-21 · Grant · Acquired 3,022.723 · Balance 3,022.723 F2: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F3: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-01-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-21 · Exercise / conversion · Disposed 511.254 · Balance 0 F4: Each RSU represents a contingent right to receive one share of NJR common stock plus dividend equivalents. F5: Represents 100 percent vesting of RSUs granted on November 3, 2025, pursuant to the Non-Employee Director Compensation Plan, as amended. RSUs converted one for one into shares of NJR common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes 5.282 dividend equivalents accrued on Restricted Stock Units ("RSUs") plus a fractional share for rounding to the next whole share.
F2: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents.
F3: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners.
F4: Each RSU represents a contingent right to receive one share of NJR common stock plus dividend equivalents.
F5: Represents 100 percent vesting of RSUs granted on November 3, 2025, pursuant to the Non-Employee Director Compensation Plan, as amended. RSUs converted one for one into shares of NJR common stock.
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, 2026 Filed Apr 1, 2026 13:11 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 865 | $52.05 | $45,023.25 |
DisclosureSEC source: 0001628280-26-022600 · wk-form4_1775049071.xml · nonDerivative · entry 1 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865 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 |
| January 21, 2026 Filed Jan 23, 2026 19:42 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionRestricted Stock Units · Derivative | 511.254 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-26-000015 · wk-form4_1769197350.xml · derivative · entry 3 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 511.254 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of NJR common stock plus dividend equivalents. F5 · derivative.exercise_date: Represents 100 percent vesting of RSUs granted on November 3, 2025, pursuant to the Non-Employee Director Compensation Plan, as amended. RSUs converted one for one into shares of NJR common stock. F5 · derivative.expiration_date: Represents 100 percent vesting of RSUs granted on November 3, 2025, pursuant to the Non-Employee Director Compensation Plan, as amended. RSUs converted one for one into shares of NJR common stock. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 19:42 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 3,022.723 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-26-000015 · wk-form4_1769197350.xml · derivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,022.723 Underlying: Common Stock · 3,022.723 shares Expires not disclosed F2 · derivative.exercise_price: Represents the annual RSU retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F3 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F3 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 19:42 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | Exercise / conversionCommon Stock | 512 | $47.97 | $24,560.64 |
DisclosureSEC source: 0000356309-26-000015 · wk-form4_1769197350.xml · nonDerivative · entry 1 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 512 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Total includes 5.282 dividend equivalents accrued on Restricted Stock Units ("RSUs") plus a fractional share for rounding to the next whole share. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 16:20 UTC | NEW JERSEY RESOURCES CORP NJR · Entity 3851 | GrantRestricted Stock Units · Derivative | 511.254 | $0.00 | $0.00 |
DisclosureSEC source: 0000356309-25-000073 · wk-form4_1762359626.xml · derivative · entry 1 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 511.254 Underlying: Common Stock · 511.254 shares Expires not disclosed F1 · derivative.exercise_price: Represents pro-rata annual Restricted Stock Unit ("RSU") retainer pursuant to the Non-Employee Director Compensation Plan, as amended. Each RSU represents a contingent right to receive one share of New Jersey Resources Corporation ("NJR") common stock plus dividend equivalents. F2 · derivative.exercise_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. F2 · derivative.expiration_date: The RSU award will vest in full on the earlier of (i) the first anniversary of the date of grant, or (ii) the date of the next NJR Annual Meeting of Shareowners. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 18:56 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 702 | $64.10 | $44,998.20 |
DisclosureSEC source: 0001174947-25-000445 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · 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 17:58 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 857 | $52.50 | $44,992.50 |
DisclosureSEC source: 0001174947-24-000480 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 857 F1 · price: The price was determined on close of business as of 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 21:03 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 576 | $78.12 | $44,997.12 |
DisclosureSEC source: 0001174947-23-000511 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576 F1 · price: The price was determined close of business as of 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 21:11 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 333 | $105.17 | $35,021.61 |
DisclosureSEC source: 0001174947-22-000468 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 F1 · price: The price was determined close of business as of March 31, 2022 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 21:07 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 443 | $79.02 | $35,005.86 |
DisclosureSEC source: 0001174947-21-000336 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 F1 · price: The price was determined close of business as of March 31, 2021 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 20:35 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 582 | $60.12 | $34,989.84 |
DisclosureSEC source: 0001174947-20-000503 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582 F1 · price: The price was determined close of business as of 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 19:45 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 500 | $55.99 | $27,995.00 |
DisclosureSEC source: 0001174947-19-000497 · ownership.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 F1 · price: The price was determined close of business as of 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 20:45 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 572 | $36.70 | $20,992.40 |
DisclosureSEC source: 0001174947-18-000536 · formfour.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572 F1 · price: The price was determined close of business as of March 30, 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 16:05 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Book) | 568 | $36.95 | $20,987.60 |
DisclosureSEC source: 0001174947-17-000535 · formfour.xml · nonDerivative · entry 2 Mansue Amy B. · CIK 0001503857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568 F1 · 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.