Welcome to our dedicated page for Middlesex Watr SEC filings (Ticker: MSEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Middlesex Water Company (NASDAQ: MSEX) filings with the U.S. Securities and Exchange Commission, along with AI-powered tools that help interpret key disclosures. Middlesex Water is an investor-owned utility that owns and operates regulated water and wastewater systems, and its SEC filings offer detailed insight into its financial condition, infrastructure investments and regulatory environment.
Investors can review annual reports on Form 10-K for a comprehensive discussion of the company’s regulated and non-regulated segments, risk factors, capital programs and interactions with state utility commissions. Quarterly reports on Form 10-Q provide interim updates on operating revenues, expenses, earnings and capital spending, as well as management’s discussion and analysis of recent performance.
Current reports on Form 8-K disclose material events, such as the release of quarterly earnings results. For example, Middlesex Water has used Form 8-K to furnish press releases announcing financial results for quarters ended June 30 and September 30, with those exhibits incorporated by reference. These filings help readers connect headline results with the underlying regulatory and operational context.
The filings page also surfaces proxy statements and executive-related disclosures, as well as Form 4 insider transaction reports when applicable, allowing users to monitor equity transactions by directors and officers. AI-generated summaries highlight important sections of lengthy documents, explain technical regulatory and accounting language in simpler terms and point out items that may be relevant for analysis of MSEX stock.
With real-time updates from EDGAR and searchable access to historical filings, this page helps users quickly locate Middlesex Water’s 10-Ks, 10-Qs, 8-Ks and other SEC documents, while AI insights reduce the time required to understand how regulatory decisions, capital investments and segment performance are reflected in the company’s public reports.
Middlesex Water Company is asking shareholders to vote at its May 19, 2026 virtual annual meeting on three items: electing four directors, an advisory approval of executive pay, and ratifying PricewaterhouseCoopers LLP as auditor for 2026.
For 2025, the company reports net income of $42.8 million, revenue of $194.7 million, and diluted EPS of $2.36, supported by a regulated utility model and its MWC2030 strategy. It invested $96.4 million in water and wastewater infrastructure and plans about $506 million of capital spending from 2026–2028, including $255 million for PFAS treatment at the Carl J. Olsen plant. The proxy outlines a pay-for-performance program with new annual cash incentives tied to net income, operational and safety goals, and individual objectives, plus restricted stock awards based on EPS and capital investment.
Middlesex Water Company VP-IT Georgia M. Simpson received a grant of 2,140 shares of Restricted Stock on April 1, 2026 at a reference price of $52.05 per share. This represents her current-year restricted stock award.
On the same date, 759 previously awarded restricted shares vested and were released, while 338 shares were surrendered back to the company to satisfy tax withholding obligations, leaving 1,057 common shares held in book form. Additional directly held positions include small balances in a dividend reinvestment plan and street-name shares.
Middlesex Water Company executive Jay L. Kooper reported equity compensation and related share movements. He received a grant of 2,597 shares of Common Stock as Restricted Stock at $52.05 per share for the current year. A separate 759-share block of previously granted Restricted Stock vested, and 350 shares of Common Stock were surrendered back to the company at $52.05 per share to cover tax withholding obligations tied to that vesting. Following these transactions, he directly holds 7,450 shares recorded as Common Stock (Restricted Stock Book) and 878 shares recorded as Common Stock (Book).
MIDDLESEX WATER CO vice president of human resources Lorrie Beth Ginegaw reported routine equity compensation activity. She received a grant of 2,017 shares of restricted common stock at $52.05 per share for the current year, and 823 previously granted restricted shares vested. To cover tax obligations arising from the vesting, 364 shares of common stock were surrendered back to the issuer rather than sold on the open market. After these transactions, she directly holds 4,593 shares of common stock, plus small positions in dividend reinvestment and street-name accounts.
Middlesex Water Co executive Robert K. Fullagar, President–NJ Operations, reported routine equity compensation and related tax withholding. He received an award of 2,128 shares of restricted common stock at $52.05 per share for the current year. An additional 886 previously awarded restricted shares vested, and 394 shares of common stock were surrendered back to the company to satisfy tax withholding obligations tied to that vesting. Following these transactions, he holds direct positions across restricted stock, book-entry common shares, a dividend reinvestment plan account, and street-name shares.
Middlesex Water Co officer Robert John Capko reported compensation-related stock activity. He received a grant of 1,679 shares of Restricted Stock for the current year at a reference price of $52.05 per share. An additional 193 shares of previously awarded Restricted Stock vested on the same date.
In connection with this vesting, 83 common shares were surrendered back to the company at $52.05 per share to satisfy tax withholding obligations, and 83 common shares were released to him. After these transactions, he directly holds 3,448 shares of Restricted Stock and 83 shares of common stock.
Zerhouni Mohammed G. reported acquisition or exercise transactions in this Form 4 filing.
Middlesex Water Company SVP, CFO and Treasurer Mohammed G. Zerhouni received a grant of 5,927 shares of restricted common stock, representing his current-year equity award, valued at $52.05 per share for reporting purposes.
Following this award, he directly holds 9,047 restricted shares of common stock and 1,356 additional common shares in book-entry form. This is a compensation-related equity grant, not an open‑market share purchase or sale.
Sorensen Gregory S reported acquisition or exercise transactions in this Form 4 filing.
Middlesex Water Company executive Gregory S. Sorensen, VP and Chief Operating Officer, received a grant of 4,983 shares of Common Stock as restricted stock. The award is valued at $52.05 per share and represents his restricted stock compensation for the current year.
After this award, Sorensen directly holds 4,983 restricted shares and 1,314 additional shares of Common Stock in book-entry form. The filing shows no open-market purchases or sales, only this compensation-related share award and an updated holding line.
Duchemin-Leslie Nadine reported acquisition or exercise transactions in this Form 4 filing.
Middlesex Water Company President and CEO Nadine Duchemin-Leslie received a grant of 12,675 shares of Restricted Stock, recorded at $52.05 per share, as her current-year equity award. After this grant, she directly holds 19,352 shares of restricted common stock and a separate direct holding of 7,129 common shares.