Joshua Bershad - Apr 1, 2024 Form 4/A - Amendment Insider Report for MIDDLESEX WATER CO (MSEX)

Role
Director
Signature
/s/Jay L. Kooper, Power of Attorney for Joshua Bershad
Stock symbol
MSEX
Transactions as of
Apr 1, 2024
Transactions value $
$44,993
Form type
4/A - Amendment
Date filed
3/14/2025, 12:54 PM
Date Of Original Report
Apr 2, 2024
Previous filing
Mar 14, 2025
Next filing
Apr 1, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MSEX Common Stock (Book Entry) Award $45K +857 $52.50 857 Apr 1, 2024 Direct F1
holding MSEX Common Stock (Street Name) 3.36K Apr 1, 2024 Direct
holding MSEX Common Stock (Street Name) 17.3K Apr 1, 2024 See Note F2, F3
holding MSEX Common Stock (Street Name) 15.6K Apr 1, 2024 See Note F4
holding MSEX Common Stock (Street Name) 21.6K Apr 1, 2024 By Spouse of Mr. Bershad
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price was determined close of business as on March 28, 2024 in accordance with the provision of the Issuer's Outside Director Stock Compensation Plan.
F2 Mr. Bershad serves as trustee and has voting power over a family trust.
F3 The original Form 4 incorrectly reported the number of securities indirectly beneficially owned as it included 81,667 shares of Common Stock directly owned by a charitable organization exempt from federal income taxes pursuant to Section 501(c)(3) of the Internal Revenue Code (the "Charity"). The Charity is organized as a trust with more than three trustees. Mr. Bershad's wife serves as a trustee of the Charity.
F4 Custodial accounts for the benefit of Mr. Bershad's children.