Middlesex Water (MSEX)

Middlesex Water on one page: short interest, daily short volume, fails to deliver, large holders, 13F holders, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as water supply.

Download CSV

808K

Short interest

settlement 2026-09-30

5.9

Days to cover

-2.2 days vs prior

48.2%

Short share of volume

2026-10-13

342

Fails to deliver

settlement 2026-09-14

Thu 29 Oct

Next earnings

estimated date

-$35K

Insider flow, 90 days

0 buys, 1 sells

As of 2026-10-13.

Short interest

FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSON

As of 30 September 2026, short interest in MSEX is 808,287 shares, up 25,469 shares over the last month. Over the last 48 readings it ranged from 408,647 shares (28 February 2025) to 901,246 shares (15 July 2026). At the reported average volume of 136K shares a day that is 5.9 days to cover.

Embed this chart.The embed keeps its attribution line.

<iframe src="https://xoomar.com/embed/stocks/msex" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>

Preview Dark previewAdd ?theme=dark to the src for a dark chart.

Settlement	Shares short	Change	Avg daily volume	Days to cover
2026-09-30	808,287	-6.3%	136,437	5.92
2026-09-15	862,662	+10.2%	106,054	8.13
2026-08-31	782,818	-6.7%	129,967	6.02
2026-08-14	839,099	+1.5%	134,123	6.26
2026-07-31	826,625	-8.3%	137,554	6.01
2026-07-15	901,246	+4.7%	262,449	3.43
2026-06-30	860,652	+5.2%	210,899	4.08
2026-06-15	818,102	+3.9%	118,383	6.91
2026-05-29	787,334	-4.5%	114,723	6.86
2026-05-15	824,589	+2.9%	111,075	7.42
2026-04-30	801,236	+3.9%	223,598	3.58
2026-04-15	771,309	+11.8%	154,092	5.01
2026-03-31	689,829	-12.5%	193,235	3.57
2026-03-13	788,151	-0.3%	111,695	7.06
2026-02-27	790,556	-7.7%	102,214	7.73
2026-02-13	856,610	+6.1%	121,346	7.06
2026-01-30	807,359	+2.1%	102,895	7.85
2026-01-15	790,569	-3.9%	107,521	7.35
2025-12-31	822,640	+10.3%	115,538	7.12
2025-12-15	745,826	+18.9%	164,780	4.53
2025-11-28	627,049	-4.9%	130,861	4.79
2025-11-14	659,602	+8.1%	209,826	3.14
2025-10-31	610,209	+15.5%	134,563	4.53
2025-10-15	528,481	+9.4%	100,947	5.24

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 13 October 2026, the short share of MSEX volume is 48.2%, down 11.6 points over the last five sessions. Over the last 30 readings it ranged from 40.0% (9 October 2026) to 77.7% (4 September 2026). The latest reading is 9.7 points below the 30-session average of 57.9%, on 46K shares reported.

Date	Short volume	Total volume	Short share	Exempt
2026-10-13	22K	46K	48.2%	0
2026-10-12	22K	30K	73.8%	0
2026-10-09	16K	41K	40.0%	707
2026-10-08	25K	45K	54.2%	0
2026-10-07	30K	57K	52.5%	5
2026-10-06	29K	49K	59.8%	0
2026-10-05	34K	57K	59.3%	0
2026-10-02	22K	32K	70.5%	0
2026-10-01	21K	33K	64.0%	0
2026-09-30	16K	41K	40.3%	0
2026-09-29	35K	60K	57.7%	0
2026-09-28	16K	28K	58.0%	0
2026-09-25	23K	55K	42.2%	0
2026-09-24	15K	26K	55.5%	0
2026-09-23	20K	39K	52.5%	0
2026-09-22	13K	25K	52.9%	0
2026-09-21	21K	49K	42.9%	0
2026-09-18	16K	31K	53.9%	0
2026-09-17	17K	31K	55.1%	0
2026-09-16	15K	26K	56.9%	0
2026-09-15	21K	33K	64.7%	0
2026-09-14	22K	37K	59.3%	5
2026-09-11	15K	21K	70.1%	0
2026-09-10	20K	30K	67.5%	0
2026-09-09	19K	26K	73.8%	0
2026-09-08	22K	46K	46.9%	975
2026-09-04	28K	37K	77.7%	0
2026-09-03	21K	31K	67.6%	0
2026-09-02	21K	36K	57.0%	0
2026-09-01	20K	31K	62.2%	0

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 14 September 2026, the fails-to-deliver balance in MSEX is 342 shares, up 340 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (28 August 2026) to 19,917 shares (12 August 2026). The latest reading sits at the bottom of that range.

Settlement	Shares failed	Price	Value
2026-09-14	342	$56.69	$19K
2026-09-04	2	$58.48	$117
2026-09-02	844	$58.15	$49K
2026-09-01	54	$58.00	$3K
2026-08-28	1	$57.86	$58
2026-08-27	76	$58.51	$4K
2026-08-24	2	$58.26	$117
2026-08-20	13,169	$58.80	$774K
2026-08-19	15,634	$58.82	$920K
2026-08-14	29	$58.87	$2K
2026-08-12	19,917	$58.28	$1.2M
2026-08-07	4,567	$57.37	$262K
2026-08-05	18	$57.63	$1K
2026-08-04	227	$56.85	$13K
2026-08-03	3,220	$57.30	$185K
2026-07-23	658	$56.58	$37K
2026-07-16	75	$54.76	$4K
2026-07-15	75	$55.37	$4K
2026-07-14	75	$55.42	$4K
2026-07-08	75	$55.82	$4K
2026-07-02	410	$56.57	$23K
2026-07-01	89	$56.16	$5K
2026-06-15	88	$52.95	$5K
2026-06-04	5,950	$51.93	$309K
2026-06-03	5,228	$52.71	$276K
2026-06-02	328	$51.78	$17K
2026-05-29	68	$52.18	$4K
2026-05-22	30	$51.75	$2K
2026-05-15	744	$51.92	$39K
2026-05-13	1,648	$51.93	$86K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

Insiders at MSEX reported 1 open-market sell worth $35K in the last 90 days and no open-market buys. Latest filing: Bershad Joshua (Director) on 2026-08-11.

Date	Insider	Title	Type	Shares	Price	Value	Owned after
2026-08-11	Bershad Joshua	Director	J	7K	$0.00	$0	224K
2026-08-07	Ginegaw Lorrie Beth	VP, Human Resources	Sell	615	$57.61	$35K	4K
2026-04-01	Simpson Georgia M	VP-IT	Tax withholding	338	$52.05	$18K	1K
2026-04-01	Simpson Georgia M	VP-IT	J	759	$52.05	$40K	6K
2026-04-01	Simpson Georgia M	VP-IT	Grant	2K	$52.05	$111K	6K
2026-04-01	Zerhouni Mohammed G.	SVP, CFO and Treasurer	Grant	6K	$52.05	$309K	9K
2026-04-01	Sorensen Gregory S	VP, Chief Operating Officer	Grant	5K	$52.05	$259K	5K
2026-04-01	REINHARD WALTER G	Director	Grant	865	$52.05	$45K	865
2026-04-01	NOBLE ANN L.	Director	Grant	865	$52.05	$45K	865
2026-04-01	McKoy Vaughn L	Director	Grant	865	$52.05	$45K	865
2026-04-01	Mansue Amy B.	Director	Grant	865	$52.05	$45K	865
2026-04-01	Kooper Jay L	VP, Gen. Counsel & Secretary	Tax withholding	350	$52.05	$18K	878
2026-04-01	Kooper Jay L	VP, Gen. Counsel & Secretary	J	759	$52.05	$40K	7K
2026-04-01	Kooper Jay L	VP, Gen. Counsel & Secretary	Grant	3K	$52.05	$135K	7K
2026-04-01	Klein Steven M	Director	Grant	865	$52.05	$45K	3K
2026-04-01	Hanemann Kim C	Director	Grant	865	$52.05	$45K	3K
2026-04-01	HOGLUND ROBERT N	Director	Grant	865	$52.05	$45K	865
2026-04-01	Ginegaw Lorrie Beth	VP, Human Resources	Tax withholding	364	$52.05	$19K	5K
2026-04-01	Ginegaw Lorrie Beth	VP, Human Resources	J	823	$52.05	$43K	5K
2026-04-01	Ginegaw Lorrie Beth	VP, Human Resources	Grant	2K	$52.05	$105K	6K
2026-04-01	Fullagar Robert K	President-NJ Operations	Tax withholding	394	$52.05	$21K	1K
2026-04-01	Fullagar Robert K	President-NJ Operations	J	886	$52.05	$46K	6K
2026-04-01	Fullagar Robert K	President-NJ Operations	Grant	2K	$52.05	$111K	7K
2026-04-01	Duchemin-Leslie Nadine	President, CEO	Grant	13K	$52.05	$660K	19K
2026-04-01	Cosgrove James F. Jr.	Director	Grant	865	$52.05	$45K	865
2026-04-01	Capko Robert John	PAO & Controller	Tax withholding	83	$52.05	$4K	83
2026-04-01	Capko Robert John	PAO & Controller	J	193	$52.05	$10K	3K
2026-04-01	Capko Robert John	PAO & Controller	Grant	2K	$52.05	$87K	4K
2026-04-01	Bershad Joshua	Director	Grant	865	$52.05	$45K	2K
2026-03-04	REINHARD WALTER G	Director	Sell	300	$55.21	$17K	6K
2026-03-03	Duchemin-Leslie Nadine	President, CEO	Tax withholding	2K	$54.55	$127K	7K
2026-03-03	Duchemin-Leslie Nadine	President, CEO	J	5K	$54.55	$253K	7K
2026-03-01	Duchemin-Leslie Nadine	President, CEO	Grant	5K	$54.00	$250K	11K
2026-02-27	HOGLUND ROBERT N	Director	Buy	2K	$54.31	$109K	2K
2026-02-25	Capko Robert John	PAO & Controller	Sell	134	$54.04	$7K	0
2025-11-18	Ginegaw Lorrie Beth	VP-HR	Sell	650	$50.92	$33K	4K
2025-06-15	Bershad Joshua	Director	J	213K	$0.00	$0	231K
2025-05-28	REINHARD WALTER G	Director	Sell	702	$57.37	$40K	0
2025-04-01	Bershad Joshua	Director	Grant	702	$64.10	$45K	702
2025-04-01	Doll Dennis W	Director	Grant	702	$64.10	$45K	20K
2025-04-01	Cosgrove James F. Jr.	Director	Grant	702	$64.10	$45K	702
2025-04-01	Hanemann Kim C	Director	Grant	702	$64.10	$45K	3K
2025-04-01	Klein Steven M	Director	Grant	702	$64.10	$45K	2K
2025-04-01	Mansue Amy B.	Director	Grant	702	$64.10	$45K	702
2025-04-01	McKoy Vaughn L	Director	Grant	702	$64.10	$45K	702
2025-04-01	NOBLE ANN L.	Director	Grant	702	$64.10	$45K	702
2025-04-01	REINHARD WALTER G	Director	Grant	702	$64.10	$45K	702
2025-04-01	Zerhouni Mohammed G.	SVP, CFO and Treasurer	Grant	3K	$64.10	$200K	3K
2025-04-01	Duchemin-Leslie Nadine	President, CEO	Grant	7K	$64.10	$428K	7K
2025-04-01	Ginegaw Lorrie Beth	VP, Human Resources	Tax withholding	418	$64.10	$27K	4K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.

Large holders (13D and 13G)

One row per reporting person with its latest filing, newest first. JSON

5 holders report 5% or more of MSEX in their latest filing, all on Schedule 13G (passive). The largest reported stake is BlackRock, Inc. at 16.1% of the class (2,981,660 shares), filed 2026-04-24 for an event on 2026-03-31.

Filed	Form	Holder	Shares	Of class	Event
2026-04-30	13G	Vanguard Capital Managementinvestment adviser	961K	5.2%	2026-03-31
2026-04-24	13G/Ano. 20	BlackRock, Inc.parent holding company	3.0M	16.1%	2026-03-31
2026-03-27	13G/Ano. 7	The Vanguard Groupinvestment adviser	0	0.0%	2026-03-13
2025-11-14	13G/Ano. 1	T. Rowe Price Investment Management, Inc.investment adviser	1.6M	9.1%	2025-09-30
2025-10-14	13G	Neuberger Berman Group LLCparent holding company	1.0M	5.6%	2025-09-30
2025-10-14	13G	Neuberger Berman Investment Advisers LLCinvestment adviser	1.0M	5.6%	2025-09-30

13F holders

Tracked managers holding MSEX at their latest 13F. JSON

5 of the 30 tracked managers held MSEX at their latest 13F, $23.8M in total at quarter-end prices. Two Sigma Investments is the largest at $9.2M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 2 cut.

Fund	Quarter	Shares	Value	Of portfolio	Change in shares
Two Sigma Investments	2026-06-30	163K	$9.2M	0.01%	+97K
Renaissance Technologies	2026-06-30	111K	$6.2M	0.01%	-36K
AQR Capital Management	2026-06-30	84K	$4.7M	0.00%	+67K
D. E. Shaw & Co.	2026-06-30	36K	$2.0M	0.00%	+10K
Citadel Advisors	2026-06-30	30K	$1.7M	0.00%	-3K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

What this page is

Middlesex Water in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Middlesex Water (MSEX), SEC CIK 66004, listed on Nasdaq, classified by the SEC as water supply. The cross-market tables live on the short interest and insider transactions hubs.

Source and updates

Short interest: FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
Daily short volume: FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-13.JSON and CSV
Fails to deliver: SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-14.JSON and CSV
Large holders: SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-04-30.JSON and CSV
13F holders: SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Earnings dates: SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-30.JSON and CSV
Insider trades: SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-08-11.JSON and CSV
Company record: EDGAR filing index for CIK 66004Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits: 10 requests a minute without a key, 30 with a free key from a free account.

How to read it

Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Other companies the SEC classifies as water supply

Other company pages

Datasets

Frequently Asked Questions

How much of MSEX is sold short?

808,287 shares were held short at the 2026-09-30 settlement, 5.9 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.

What is MSEX's daily short volume?

On 2026-10-13, 22,113 of the 45,887 MSEX shares reported to FINRA were sold short, 48.2% of the day's reported volume. Short volume is a flow for one day, not a position.

Does MSEX have fails to deliver?

The SEC's latest file shows 342 MSEX shares failed to deliver at settlement 2026-09-14. Fails are reported per settlement date and published twice a month with a lag.

Are MSEX insiders buying or selling?

Insiders at MSEX reported 1 open-market sell worth $35K in the last 90 days and no open-market buys. Latest filing: Bershad Joshua (Director) on 2026-08-11.

Who owns 5% or more of MSEX?

Which tracked 13F managers own MSEX?

5 of the 30 tracked 13F managers held MSEX shares at their latest filing, $23.8M in all. The largest: Two Sigma Investments (163K shares, $9.2M), Renaissance Technologies (111K shares, $6.2M), Cliff Asness's AQR Capital Management (84K shares, $4.7M), D. E. Shaw & Co. (36K shares, $2.0M), Ken Griffin's Citadel Advisors (30K shares, $1.7M).

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.