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Middlesex Water (MSEX) Chief Accounting Officer files initial Form 3

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Middlesex Water Co filed an initial Form 3 for Tatyana Kaplan, who serves as Chief Accounting Officer. The filing reports her status as an officer but does not list any reportable holdings or transactions in Middlesex Water Co securities.

Positive

  • None.

Negative

  • None.
Form 3 regulatory
"filed an initial Form 3 for Tatyana Kaplan"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
Chief Accounting Officer financial
"who serves as Chief Accounting Officer"
A chief accounting officer is a senior executive responsible for overseeing a company's financial records and ensuring all accounting practices are accurate and compliant with regulations. They play a key role in preparing financial reports that help investors understand the company's financial health, much like a trusted navigator guiding a ship through complex waters. Their work ensures transparency and trust in the company's financial information.
beneficial ownership financial
"initial statement of beneficial ownership"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Kaplan Tatyana

(Last)(First)(Middle)
485C ROUTE 1 SOUTH, SUITE 400

(Street)
ISELIN NEW JERSEY 08830

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
03/26/2026
3. Issuer Name and Ticker or Trading Symbol
MIDDLESEX WATER CO [ MSEX ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Accounting Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
Officer of Middlesex Water Company effective March 26, 2026. Attachment: Power of Attorney.
No securities are beneficially owned.
/s/Jay L. Kooper, Power of Attorney for Tatyana Kaplan04/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does the Middlesex Water Co (MSEX) Form 3 for Tatyana Kaplan show?

The Form 3 shows that Tatyana Kaplan is a Chief Accounting Officer of Middlesex Water Co. It is an initial statement of beneficial ownership and, in this case, reports no specific holdings or insider transactions in company securities.

Does the MSEX Form 3 for Tatyana Kaplan report any insider trades?

No, the Form 3 for Tatyana Kaplan reports no insider transactions. The transaction summary shows zero buys, sells, exercises, gifts, tax withholdings, or restructurings, indicating only her officer status is being recorded at this time.

What officer role does Tatyana Kaplan hold at Middlesex Water Co (MSEX)?

Tatyana Kaplan is identified as the Chief Accounting Officer of Middlesex Water Co. This role is disclosed in the Form 3 and confirms her as a reporting person subject to insider ownership reporting rules for the company’s securities.

Why is a Form 3 filed for an officer like Tatyana Kaplan at MSEX?

Form 3 is filed to disclose an insider’s initial beneficial ownership when they become a reporting person, such as an officer. For Tatyana Kaplan, it establishes her reporting status, even though no specific share holdings or transactions are listed.

Does the Form 3 for MSEX indicate any derivative positions for Tatyana Kaplan?

No, the Form 3 shows an empty derivativeSummary, indicating no reportable options, warrants, or other derivative securities. All transaction-related counts, including derivative transactions and exercises, are reported as zero in the filing.