Middlesex Water Co (MSEXP) shareholders
MSEXPOTCWater SupplyFiscal year ends December 31Also trades as MSEX
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 14/3011% below fair value
$492.00+0.00 (0.00%)
Close on Oct 19, 2026Market cap $1.09BP/E 20.8Yield 2.39%
Ownership
Who owns Middlesex Water's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
1 buys · 4 sales
Net bought $16.29K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,981,660 | 16.10% | 13G (passive) amendment | Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,636,213 | 9.10% | 13G (passive) amendment | Sep 30, 2025 |
| Neuberger Berman Group LLC Joint filing with Neuberger Berman Investment Advisers LLC (5.60%) | 1,011,454 | 5.60% | 13G (passive) | Sep 30, 2025 |
| Vanguard Capital Management | 961,148 | 5.18% | 13G (passive) | Mar 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Lorrie Beth Ginegaw | VP, Human Resources | 3,978 | Aug 7, 2026 |
| Tatyana Kaplan | Chief Accounting Officer | – | Apr 8, 2026 |
| Nadine Duchemin-Leslie | President, CEO | 19,352 | Apr 1, 2026 |
| Mohammed G. Zerhouni | SVP, CFO and Treasurer | 9,047 | Apr 1, 2026 |
| Robert John Capko | PAO & Controller | 83 | Apr 1, 2026 |
| Gregory S. Sorensen | VP, Chief Operating Officer | 4,983 | Apr 1, 2026 |
| Robert K. Fullagar | President-NJ Operations | 6,457 | Apr 1, 2026 |
| Georgia M. Simpson | VP-IT | 6,323 | Apr 1, 2026 |
| Jay L. Kooper | VP, Gen. Counsel & Secretary | 878 | Apr 1, 2026 |
| G. Christian Andreasen Jr. | Vice President-Engineering | 12,931 | Feb 3, 2025 |
| Bernadette M. Sohler | VP-Corporate Affairs | 0 | Jan 3, 2025 |
| Joshua Bershad | Director | 240,896 | Aug 12, 2026 |
| Kim C. Hanemann | Director | 3,367 | Apr 1, 2026 |
| Steven M. Klein | Director | 3,333 | Apr 1, 2026 |
| Walter G. Reinhard | Director | 865 | Apr 1, 2026 |
| Amy B. Mansue | Director | 865 | Apr 1, 2026 |
| James F. Cosgrove Jr. | Director | 865 | Apr 1, 2026 |
| Robert N. Hoglund | Director | 865 | Apr 1, 2026 |
| Ann L. Noble | Director | 865 | Apr 1, 2026 |
| Vaughn L. McKoy | Director | 865 | Apr 1, 2026 |
| Dennis W. Doll | Director | 20,077 | Apr 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joshua Bershad Director | Aug 11, 2026 | Other | −6,900 | – | – | 223,798 |
| Lorrie Beth Ginegaw VP, Human Resources | Aug 7, 2026 | Sale | −615 | $57.61 | $35.43K | 3,978 |
| Vaughn L. McKoy Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 865 |
| Robert N. Hoglund Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 865 |
| Nadine Duchemin-Leslie President, CEO | Apr 1, 2026 | Award | +12,675 | $52.05 | $659.73K | 19,352 |
| Walter G. Reinhard Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 865 |
| Kim C. Hanemann Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 3,367 |
| Mohammed G. Zerhouni SVP, CFO and Treasurer | Apr 1, 2026 | Award | +5,927 | $52.05 | $308.50K | 9,047 |
| Ann L. Noble Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 865 |
| Amy B. Mansue Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 865 |
| Steven M. Klein Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 3,333 |
| Gregory S. Sorensen VP, Chief Operating Officer | Apr 1, 2026 | Award | +4,983 | $52.05 | $259.37K | 4,983 |
| Joshua Bershad Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 1,567 |
| James F. Cosgrove Jr. Director | Apr 1, 2026 | Award | +865 | $52.05 | $45.02K | 865 |
| Georgia M. Simpson VP-IT | Apr 1, 2026 | Award | +2,140 | $52.05 | $111.39K | 6,323 |
| Georgia M. Simpson VP-IT | Apr 1, 2026 | Tax withholding | +338 | $52.05 | $17.59K | 1,057 |
| Georgia M. Simpson VP-IT | Apr 1, 2026 | Other | −759 | $52.05 | $39.51K | 5,564 |
| Lorrie Beth Ginegaw VP, Human Resources | Apr 1, 2026 | Other | −823 | $52.05 | $42.84K | 5,428 |
| Lorrie Beth Ginegaw VP, Human Resources | Apr 1, 2026 | Award | +2,017 | $52.05 | $104.98K | 6,251 |
| Lorrie Beth Ginegaw VP, Human Resources | Apr 1, 2026 | Tax withholding | +364 | $52.05 | $18.95K | 4,593 |
| Jay L. Kooper VP, Gen. Counsel & Secretary | Apr 1, 2026 | Tax withholding | +350 | $52.05 | $18.22K | 878 |
| Jay L. Kooper VP, Gen. Counsel & Secretary | Apr 1, 2026 | Award | +2,597 | $52.05 | $135.17K | 7,450 |
| Jay L. Kooper VP, Gen. Counsel & Secretary | Apr 1, 2026 | Other | −759 | $52.05 | $39.51K | 6,691 |
| Robert K. Fullagar President-NJ Operations | Apr 1, 2026 | Other | −886 | $52.05 | $46.12K | 6,433 |
| Robert K. Fullagar President-NJ Operations | Apr 1, 2026 | Award | +2,128 | $52.05 | $110.76K | 7,319 |
| Robert K. Fullagar President-NJ Operations | Apr 1, 2026 | Tax withholding | +394 | $52.05 | $20.51K | 1,297 |
| Robert John Capko PAO & Controller | Apr 1, 2026 | Tax withholding | +83 | $52.05 | $4.32K | 83 |
| Robert John Capko PAO & Controller | Apr 1, 2026 | Other | −193 | $52.05 | $10.05K | 3,448 |
| Robert John Capko PAO & Controller | Apr 1, 2026 | Award | +1,679 | $52.05 | $87.39K | 3,641 |
| Walter G. Reinhard Director | Mar 4, 2026 | Sale | −300 | $55.21 | $16.56K | 6,051 |
| Nadine Duchemin-Leslie President, CEO | Mar 3, 2026 | Other | −4,630 | $54.55 | $252.57K | 6,677 |
| Nadine Duchemin-Leslie President, CEO | Mar 3, 2026 | Tax withholding | +2,336 | $54.55 | $127.43K | 7,129 |
| Nadine Duchemin-Leslie President, CEO | Mar 1, 2026 | Award | +4,630 | $54.00 | $250.02K | 11,307 |
| Robert N. Hoglund Director | Feb 27, 2026 | Buy | +2,000 | $54.31 | $108.62K | 2,000 |
| Robert John Capko PAO & Controller | Feb 25, 2026 | Sale | −134 | $54.04 | $7.24K | 0 |
| Lorrie Beth Ginegaw VP-HR | Nov 18, 2025 | Sale | −650 | $50.92 | $33.10K | 3,709 |
| Joshua Bershad Director | Jun 15, 2025 | Other | +213,365 | – | – | 230,698 |
| Walter G. Reinhard Director | May 28, 2025 | Sale | −702 | $57.37 | $40.27K | 0 |
| Robert John Capko PAO & Controller | Apr 1, 2025 | Award | +889 | $64.10 | $56.98K | 2,173 |
| Robert John Capko PAO & Controller | Apr 1, 2025 | Tax withholding | +134 | $64.10 | $8.59K | 134 |
| Robert John Capko PAO & Controller | Apr 1, 2025 | Other | −211 | $64.10 | $13.53K | 1,962 |
| Lorrie Beth Ginegaw VP, Human Resources | Apr 1, 2025 | Tax withholding | +418 | $64.10 | $26.79K | 4,359 |
| Lorrie Beth Ginegaw VP, Human Resources | Apr 1, 2025 | Award | +1,014 | $64.10 | $65.00K | 5,177 |
| Lorrie Beth Ginegaw VP, Human Resources | Apr 1, 2025 | Other | −943 | $64.10 | $60.45K | 4,234 |
| Georgia M. Simpson VP-IT | Apr 1, 2025 | Other | −702 | $64.10 | $45.00K | 4,183 |
| Georgia M. Simpson VP-IT | Apr 1, 2025 | Award | +1,123 | $64.10 | $71.98K | 4,885 |
| Georgia M. Simpson VP-IT | Apr 1, 2025 | Tax withholding | +310 | $64.10 | $19.87K | 719 |
| Jay L. Kooper VP, Gen. Counsel & Secretary | Apr 1, 2025 | Other | −832 | $64.10 | $53.33K | 4,853 |
| Jay L. Kooper VP, Gen. Counsel & Secretary | Apr 1, 2025 | Tax withholding | +369 | $64.10 | $23.65K | 528 |
| Jay L. Kooper VP, Gen. Counsel & Secretary | Apr 1, 2025 | Award | +1,607 | $64.10 | $103.01K | 5,685 |
| Robert K. Fullagar President-NJ Operations | Apr 1, 2025 | Tax withholding | +304 | $64.10 | $19.49K | 903 |
| Robert K. Fullagar President-NJ Operations | Apr 1, 2025 | Award | +1,404 | $64.10 | $90.00K | 5,878 |
| Robert K. Fullagar President-NJ Operations | Apr 1, 2025 | Other | −687 | $64.10 | $44.04K | 5,191 |
| Nadine Duchemin-Leslie President, CEO | Apr 1, 2025 | Award | +6,677 | $64.10 | $428.00K | 6,677 |
| Mohammed G. Zerhouni SVP, CFO and Treasurer | Apr 1, 2025 | Award | +3,120 | $64.10 | $199.99K | 3,120 |
| Steven M. Klein Director | Apr 1, 2025 | Award | +702 | $64.10 | $45.00K | 2,468 |
| Vaughn L. McKoy Director | Apr 1, 2025 | Award | +702 | $64.10 | $45.00K | 702 |
| Walter G. Reinhard Director | Apr 1, 2025 | Award | +702 | $64.10 | $45.00K | 702 |
| Amy B. Mansue Director | Apr 1, 2025 | Award | +702 | $64.10 | $45.00K | 702 |
| Dennis W. Doll Director | Apr 1, 2025 | Award | +702 | $64.10 | $45.00K | 20,077 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1000.0
Change since last report
0.0%
From 0M shares
Short volume, 0 days
–
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Middlesex Water's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dennis W. Doll Director | Mar 17, 2025 | 4,067 | $253.25K | Mar 17, 2025 | Stock Award |
| Lorrie Beth Ginegaw Officer | Dec 20, 2023 | 300 | $21.18K | Dec 20, 2023 | RSA |
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