Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | VP-IT | 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 | 5,564 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 2,140 · Balance 6,323 F1: Represents the number of shares of Restricted Stock awarded for the current year. Row 2 · 2026-04-01 · Other · Disposed 759 · Balance 5,564 F2: Represents the number of shares of Restricted Stock originally awarded that have now vested. |
| Common Stock (Book)SEC Table I · non-derivative | Direct | 1,057 |
Reported balance
After 2026-04-01 transaction · row 3
1 source rowRow 3 · 2026-04-01 · Tax withholding · Acquired 338 · Balance 1,057 F3: Represents the number of shares released to the awardee after choosing to surrender shares back to the 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 | 12.4851 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 12.4851 |
| Common Stock (Street)SEC Table I · non-derivative | Direct | 200 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 200 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Restricted Stock awarded for the 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 the 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 16:21 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book) | 338 | $52.05 | $17,592.90 |
DisclosureSEC source: 0001628280-26-022681 · wk-form4_1775060467.xml · nonDerivative · entry 3 Simpson Georgia M · CIK 0001781597 · VP-IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,057 F3 · shares: Represents the number of shares released to the awardee after choosing to surrender shares back to the 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 16:21 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book) | 759 | $52.05 | $39,505.95 |
DisclosureSEC source: 0001628280-26-022681 · wk-form4_1775060467.xml · nonDerivative · entry 2 Simpson Georgia M · CIK 0001781597 · VP-IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,564 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 16:21 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book) | 2,140 | $52.05 | $111,387.00 |
DisclosureSEC source: 0001628280-26-022681 · wk-form4_1775060467.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,323 F1 · shares: Represents the number of shares of Restricted Stock awarded for the current year. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:12 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book) | 310 | $64.10 | $19,871.00 |
DisclosureSEC source: 0001174947-25-000504 · ownership.xml · nonDerivative · entry 3 Simpson Georgia M · CIK 0001781597 · VP-IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 719 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 20:12 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book) | 702 | $64.10 | $44,998.20 |
DisclosureSEC source: 0001174947-25-000504 · ownership.xml · nonDerivative · entry 2 Simpson Georgia M · CIK 0001781597 · VP-IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,183 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 20:12 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book) | 1,123 | $64.10 | $71,984.30 |
DisclosureSEC source: 0001174947-25-000504 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,885 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 18:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book Entry) | 105 | $52.50 | $5,512.50 |
DisclosureSEC source: 0001174947-24-000508 · ownership.xml · nonDerivative · entry 3 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409 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 18:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 237 | $52.50 | $12,442.50 |
DisclosureSEC source: 0001174947-24-000508 · ownership.xml · nonDerivative · entry 2 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,762 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 18:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | GrantCommon Stock (Restricted Stock Book Entry) | 957 | $52.50 | $50,242.50 |
DisclosureSEC source: 0001174947-24-000508 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,999 F1 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| March 29, 2023 Filed Apr 3, 2023 20:42 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 773 | $77.63 | $60,007.99 |
DisclosureSEC source: 0001174947-23-000487 · ownership.xml · nonDerivative · entry 3 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,042 F3 · shares: Represents the number of shares of Restricted Stock awarded for current year. Read SEC document |
| March 29, 2023 Filed Apr 3, 2023 20:42 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book Entry) | 156 | $77.63 | $12,110.28 |
DisclosureSEC source: 0001174947-23-000487 · ownership.xml · nonDerivative · entry 2 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304 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 20:42 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Restricted Stock Book Entry) | 351 | $77.63 | $27,248.13 |
DisclosureSEC source: 0001174947-23-000487 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,269 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 18:22 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book Entry) | 148 | $105.17 | $15,565.16 |
DisclosureSEC source: 0001174947-22-000500 · ownership.xml · nonDerivative · entry 2 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148 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 18:22 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Restricted Stock Book Entry) | 335 | $105.17 | $35,231.95 |
DisclosureSEC source: 0001174947-22-000500 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,620 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 21:13 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 571 | $105.17 | $60,052.07 |
DisclosureSEC source: 0001174947-22-000473 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,955 Read SEC document |
| May 18, 2021 Filed May 18, 2021 19:38 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock (Street Name) | 649 | $80.81 | $52,445.69 |
DisclosureSEC source: 0001174947-21-000563 · ownership.xml · nonDerivative · entry 4 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| April 01, 2021 Filed Apr 1, 2021 21:09 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 759 | $79.02 | $59,976.18 |
DisclosureSEC source: 0001174947-21-000342 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:31 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Book Entry) | 157 | $79.02 | $12,406.14 |
DisclosureSEC source: 0001174947-21-000370 · ownership.xml · nonDerivative · entry 2 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647 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 20:31 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | Tax withholdingCommon Stock (Restricted Stock Book Entry) | 358 | $79.02 | $28,289.16 |
DisclosureSEC source: 0001174947-21-000370 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,384 F1 · shares: Represents the number of shares of Restricted Stock originally awarded that have now vested. Read SEC document |
| May 21, 2020 Filed May 21, 2020 16:45 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock (Street Name) | 500 | $62.48 | $31,240.00 |
DisclosureSEC source: 0001104659-20-064625 · tm2020641d1_4.xml · nonDerivative · entry 4 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 20:38 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 702 | $60.12 | $42,204.24 |
DisclosureSEC source: 0001174947-20-000508 · ownership.xml · nonDerivative · entry 1 Simpson Georgia M · CIK 0001781597 · VP-Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,471 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.