Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLESEX WATER COMSEX · Entity 4902 | SVP, CFO and Treasurer | June 20, 2024 | June 21, 2024 |
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 June 20, 2024 · Filed June 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Book Entry)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-06-20 transaction · row 1
1 source rowRow 1 · 2024-06-20 · Other · Disposed 8,911 · Balance 0 F1: Represents the number of shares of Restricted Stock originally awarded that have now vested. |
| Common Stock - (Book Entry)SEC Table I · non-derivative | Direct | 24,265 |
Reported balance
After 2024-06-20 transaction · row 2
1 source rowRow 2 · 2024-06-20 · Tax withholding · Acquired 4,385 · Balance 24,265 F2: 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 | 0.5085 |
Reported balance
Holding disclosure · report date 2024-06-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0.5085 |
| Common Stock (Street)SEC Table I · non-derivative | Direct | 2,487 |
Reported balance
Holding disclosure · report date 2024-06-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,487 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Restricted Stock originally awarded that have now vested.
F2: 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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 3, 2017 19:50 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 2,660 | $36.95 | $98,287.00 |
DisclosureSEC source: 0001174947-17-000519 · formfour.xml · nonDerivative · entry 1 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,416 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 19:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 200 | $36.70 | $7,340.00 |
DisclosureSEC source: 0001174947-16-003399 · form4-16791_abo.xml · nonDerivative · entry 5 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,415 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 19:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 200 | $36.65 | $7,330.00 |
DisclosureSEC source: 0001174947-16-003399 · form4-16791_abo.xml · nonDerivative · entry 4 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 19:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 98 | $36.63 | $3,589.74 |
DisclosureSEC source: 0001174947-16-003399 · form4-16791_abo.xml · nonDerivative · entry 3 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,815 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 19:47 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 1,502 | $36.61 | $54,988.22 |
DisclosureSEC source: 0001174947-16-003399 · form4-16791_abo.xml · nonDerivative · entry 2 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,913 Read SEC document |
| October 17, 2016 Filed Oct 17, 2016 19:03 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 859 | $33.89 | $29,111.51 |
DisclosureSEC source: 0001174947-16-003258 · form4-16650_msx.xml · nonDerivative · entry 4 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,415 Read SEC document |
| October 17, 2016 Filed Oct 17, 2016 19:03 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 391 | $33.87 | $13,243.17 |
DisclosureSEC source: 0001174947-16-003258 · form4-16650_msx.xml · nonDerivative · entry 3 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,274 Read SEC document |
| October 17, 2016 Filed Oct 17, 2016 19:03 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | SaleCommon Stock - (Street Account) | 100 | $33.77 | $3,377.00 |
DisclosureSEC source: 0001174947-16-003258 · form4-16650_msx.xml · nonDerivative · entry 2 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,665 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 18:34 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock - (Book Entry) | 2,124 | $34.80 | $73,915.20 |
DisclosureSEC source: 0001174947-16-003190 · form4-16593_abo.xml · nonDerivative · entry 2 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,765 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 18:34 UTC | MIDDLESEX WATER CO MSEX · Entity 4902 | OtherCommon Stock (Restricted Stock Book Entry) | 2,124 | $34.80 | $73,915.20 |
DisclosureSEC source: 0001174947-16-003190 · form4-16593_abo.xml · nonDerivative · entry 1 OCONNOR A BRUCE · CIK 0001185366 · Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,756 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.