| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MSEX, MSEXP | MIDDLESEX WATER CO | Director | $1.09M | Apr 1, 2025 | ||
| NJR | NEW JERSEY RESOURCES CORP | Director | Nov 3, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|