Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | President-NJ Operations | 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.
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 | 6,433 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 2,128 · Balance 7,319 F1: Represents the number of shares of Restricted Stock awarded for current year. Row 2 · 2026-04-01 · Other · Disposed 886 · Balance 6,433 F2: Represents the number of shares of Restricted Stock originally awarded that have now vested. |
| Common Stock (Book)SEC Table I · non-derivative | Direct | 1,297 |
Reported balance
After 2026-04-01 transaction · row 3
1 source rowRow 3 · 2026-04-01 · Tax withholding · Acquired 394 · Balance 1,297 F3: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. |
| Common Stock (DRP)SEC Table I · non-derivative | Direct | 61.0164 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 61.0164 |
| Common Stock (Street)SEC Table I · non-derivative | Direct | 400 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 400 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Restricted Stock awarded for current year.
F2: Represents the number of shares of Restricted Stock originally awarded that have now vested.
F3: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted 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 16:14 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book) | 394 | $52.05 | $20,507.70 |
DisclosureSEC source: 0001628280-26-022673 · wk-form4_1775060077.xml · nonDerivative · entry 3 Fullagar Robert K · CIK 0001781619 · President-NJ Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,297 F3 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 16:14 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book) | 886 | $52.05 | $46,116.30 |
DisclosureSEC source: 0001628280-26-022673 · wk-form4_1775060077.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · President-NJ Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,433 F2 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| April 01, 2026 Filed Apr 1, 2026 16:14 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book) | 2,128 | $52.05 | $110,762.40 |
DisclosureSEC source: 0001628280-26-022673 · wk-form4_1775060077.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · President-NJ Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,319 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:10 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock Book Entry | 304 | $64.10 | $19,486.40 |
DisclosureSEC source: 0001174947-25-000501 · ownership.xml · nonDerivative · entry 3 Fullagar Robert K · CIK 0001781619 · President-NJ Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 903 F3 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:10 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book) | 687 | $64.10 | $44,036.70 |
DisclosureSEC source: 0001174947-25-000501 · ownership.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · President-NJ Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,191 F2 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:10 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book) | 1,404 | $64.10 | $89,996.40 |
DisclosureSEC source: 0001174947-25-000501 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · President-NJ Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,878 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:44 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock Book Entry | 110 | $52.50 | $5,775.00 |
DisclosureSEC source: 0001174947-24-000504 · ownership.xml · nonDerivative · entry 3 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599 F3 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:44 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 248 | $52.50 | $13,020.00 |
DisclosureSEC source: 0001174947-24-000504 · ownership.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,474 F2 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:44 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book Entry) | 1,333 | $52.50 | $69,982.50 |
DisclosureSEC source: 0001174947-24-000504 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,722 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| March 29, 2023 Filed Apr 3, 2023 20:41 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 902 | $77.63 | $70,022.26 |
DisclosureSEC source: 0001174947-23-000483 · ownership.xml · nonDerivative · entry 3 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,389 F3 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| March 29, 2023 Filed Apr 3, 2023 20:41 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock Book Entry | 164 | $77.63 | $12,731.32 |
DisclosureSEC source: 0001174947-23-000483 · ownership.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489 F2 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. Read SEC document |
| March 29, 2023 Filed Apr 3, 2023 20:41 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Restricted Stock Book Entry) | 369 | $77.63 | $28,645.47 |
DisclosureSEC source: 0001174947-23-000483 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,487 F1 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 18:25 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock Book Entry | 149 | $105.17 | $15,670.33 |
DisclosureSEC source: 0001174947-22-000504 · ownership.xml · nonDerivative · entry 3 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 F2 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 18:25 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Restricted Stock Book Entry) | 336 | $105.17 | $35,337.12 |
DisclosureSEC source: 0001174947-22-000504 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,856 F1 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:16 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 666 | $105.17 | $70,043.22 |
DisclosureSEC source: 0001174947-22-000479 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 21:12 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 886 | $79.02 | $70,011.72 |
DisclosureSEC source: 0001174947-21-000348 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,927 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:32 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book Entry) | 176 | $79.02 | $13,907.52 |
DisclosureSEC source: 0001174947-21-000373 · ownership.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176 F2 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to Issuer to satisfy the tax withholding obligations that arose in connection with the vesting of the Restricted Stock. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:32 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Restricted Stock Book Entry) | 401 | $79.02 | $31,687.02 |
DisclosureSEC source: 0001174947-21-000373 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 F1 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| July 13, 2020 Filed Jul 14, 2020 15:11 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock (Street Account) | 200 | $63.87 | $12,773.00 |
DisclosureSEC source: 0001174947-20-000820 · ownership.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 20:43 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 687 | $60.12 | $41,302.44 |
DisclosureSEC source: 0001174947-20-000514 · ownership.xml · nonDerivative · entry 1 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,587 Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 19:26 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock (Book Entry) | 500 | $61.39 | $30,695.00 |
DisclosureSEC source: 0001174947-19-000879 · c524949_4.xml · nonDerivative · entry 2 Fullagar Robert K · CIK 0001781619 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 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.