Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| H2O AMERICASJW · Entity 4308 | SVP of Fin., Prin. Acct. Ofcr. | February 01, 2024 | February 05, 2024 |
| MIDDLESEX WATER COMSEX · Entity 4902 | SVP, CFO and Treasurer | April 01, 2026 | April 01, 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.
H2O AMERICA
Report date February 01, 2024 · Filed February 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,567 |
Reported balance
After 2024-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-01 · Tax withholding · Disposed 137 · Balance 3,567 F1: 1.Represents 137 shares of issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on February 1, 2024 pursuant to the terms of the February 1, 2023 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2: 2. Represents 192 shares of Common Stock and 3,375 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. |
Filing footnotes · ownership attribution and instrument terms
F1: 1.Represents 137 shares of issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on February 1, 2024 pursuant to the terms of the February 1, 2023 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4.
F2: 2. Represents 192 shares of Common Stock and 3,375 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms.
MIDDLESEX WATER CO
Report date April 01, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Book)SEC Table I · non-derivative | Direct | 9,047 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 5,927 · Balance 9,047 F1: Represents the number of shares of Restricted Stock awarded for current year. |
| Common Stock (Book)SEC Table I · non-derivative | Direct | 1,356 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,356 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Restricted Stock awarded for current year.
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 13:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book) | 5,927 | $52.05 | $308,500.35 |
DisclosureSEC source: 0001628280-26-022614 · wk-form4_1775051267.xml · nonDerivative · entry 1 Zerhouni Mohammed G. · CIK 0001963887 · SVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,047 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 17:13 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book) | 3,120 | $64.10 | $199,992.00 |
DisclosureSEC source: 0001174947-25-000466 · ownership.xml · nonDerivative · entry 1 Zerhouni Mohammed G. · CIK 0001963887 · SVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,120 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 15:42 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book Entry) | 687 | $53.48 | $36,740.76 |
DisclosureSEC source: 0001104659-24-075065 · tm2418244d1_4.xml · nonDerivative · entry 2 Zerhouni Mohammed G. · CIK 0001963887 · SVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,356 F2 · shares: Amount withheld for tax withholding obligations that arose in connection with the award of Common Stock. F3 · balance_after: Represents the number of shares released to the Reporting Person. Read SEC document |
| June 24, 2024 Filed Jun 26, 2024 15:42 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock - Book Entry) | 2,043 | $51.40 | $105,010.20 |
DisclosureSEC source: 0001104659-24-075065 · tm2418244d1_4.xml · nonDerivative · entry 1 Zerhouni Mohammed G. · CIK 0001963887 · SVP, CFO and Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,043 F1 · balance_after: Represents the number of shares awarded to the Reporting Person pursuant to an Employment Agreement between the Reporting Person and the Issuer effective June 24, 2024. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:06 UTC | H2O AMERICA SJW · Entity 4308 | Tax withholdingCommon Stock | 137 | $60.35 | $8,267.95 |
DisclosureSEC source: 0001963887-24-000002 · wk-form4_1707167146.xml · nonDerivative · entry 1 Zerhouni Mohammed G. · CIK 0001963887 · SVP of Fin., Prin. Acct. Ofcr. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,567 F1 · shares: 1.Represents 137 shares of issuer's common stock ("Common Stock") withheld in satisfaction of the applicable withholding taxes on certain shares of Common Stock that became issuable on February 1, 2024 pursuant to the terms of the February 1, 2023 Restricted Stock Unit Issuance Agreement between the reporting person and the issuer. The issuable shares were previously reported as Table I securities at the time the restricted stock units ("RSUs") were granted, and accordingly the issuance of those shares is not a reportable transaction on this Form 4. F2 · balance_after: 2. Represents 192 shares of Common Stock and 3,375 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:50 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,143 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-24-000002 · wk-form4_1704408625.xml · nonDerivative · entry 2 Zerhouni Mohammed G. · CIK 0001963887 · SVP of Fin., Prin. Acct. Ofcr. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,704 F3 · shares: Represents 1,143 shares of Common Stock underlying RSUs granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F4 · balance_after: Represents 3,704 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:50 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-24-000002 · wk-form4_1704408625.xml · nonDerivative · entry 1 Zerhouni Mohammed G. · CIK 0001963887 · SVP of Fin., Prin. Acct. Ofcr. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,561 F1 · shares: Represents 1,574 shares of the issuer's common stock ("Common Stock") underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for the three-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 2,561 shares of Common Stock underlying RSUs which will vest and become issuable in accordance with their terms. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:31 UTC | H2O AMERICA SJW · Entity 4308 | GrantCommon Stock | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0000766829-23-000034 · wf-form4_167544905645725.xml · nonDerivative · entry 1 Zerhouni Mohammed G. · CIK 0001963887 · SVP of Fin., Prin. Acct. Ofcr. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 F1 · shares: Represents 987 shares of the common stock underlying restricted stock units ("RSUs") granted to the reporting person under the issuer's Long-Term Incentive Plan. Each RSU entitles the reporting person to receive one share of common stock upon vesting of the RSU. The RSUs will vest in three annual successive installments upon the completion of the reporting person's each year of service with the issuer for thethree-year period measured from the date of grant, subject to accelerated vesting under certain prescribed circumstances. F2 · balance_after: Represents 987 restricted stock units which will vest and become issuable in accordance with their terms. 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.