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Otter Tail Corp

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Tapewire entity
4087
SEC CIK
0001466593
Parsed reports
260

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202603
Sep 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 06, 2024 Filed Feb 8, 2024 14:47 UTC
Abbott John SSr VP, Manufacturing Platform
Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000016 · wk-form4_1707421653.xml · derivative · entry 7

Abbott John S · CIK 0001639060 · Sr VP, Manufacturing Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 14:47 UTC
Abbott John SSr VP, Manufacturing Platform
GrantRestricted Stock Units · Derivative 1,400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000016 · wk-form4_1707421653.xml · derivative · entry 6

Abbott John S · CIK 0001639060 · Sr VP, Manufacturing Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,400

Underlying: Common Stock · 1,400 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 14:47 UTC
Abbott John SSr VP, Manufacturing Platform
Tax withholdingCommon Stock 857 $93.33 $79,983.81
Disclosure

SEC source: 0001466593-24-000016 · wk-form4_1707421653.xml · nonDerivative · entry 4

Abbott John S · CIK 0001639060 · Sr VP, Manufacturing Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,139

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

F4 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Shares Awards.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 14:47 UTC
Abbott John SSr VP, Manufacturing Platform
Exercise / conversionCommon Stock 1,825 $93.33 $170,327.25
Disclosure

SEC source: 0001466593-24-000016 · wk-form4_1707421653.xml · nonDerivative · entry 3

Abbott John S · CIK 0001639060 · Sr VP, Manufacturing Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,996

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 14:47 UTC
Abbott John SSr VP, Manufacturing Platform
Tax withholdingCommon Stock 5,977 $93.33 $557,833.41
Disclosure

SEC source: 0001466593-24-000016 · wk-form4_1707421653.xml · nonDerivative · entry 2

Abbott John S · CIK 0001639060 · Sr VP, Manufacturing Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,171

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 14:47 UTC
Abbott John SSr VP, Manufacturing Platform
GrantCommon Stock 12,000 $93.33 $1,119,960.00
Disclosure

SEC source: 0001466593-24-000016 · wk-form4_1707421653.xml · nonDerivative · entry 1

Abbott John S · CIK 0001639060 · Sr VP, Manufacturing Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,148

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2021).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 10

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,350

Underlying: Common Stock · 1,350 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 9

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 800 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Exercise / conversionRestricted Stock Units · Derivative 575 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 8

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 575

Underlying: Common Stock · 575 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
GrantRestricted Stock Units · Derivative 1,400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 6

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,400

Underlying: Common Stock · 1,400 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Tax withholdingCommon Stock 887 $93.33 $82,783.71
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,269

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

F4 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Exercise / conversionCommon Stock 1,825 $93.33 $170,327.25
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 3

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,156

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
Tax withholdingCommon Stock 5,956 $93.33 $555,873.48
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,331

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC
ROGELSTAD TIMOTHY JSr VP, Electric Platform
GrantCommon Stock 12,000 $93.33 $1,119,960.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,287

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2021).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · derivative · entry 12

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 7,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,175 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · derivative · entry 11

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,350

Underlying: Common Stock · 4,350 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,875 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · derivative · entry 10

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,875

Underlying: Common Stock · 2,875 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · derivative · entry 9

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
GrantRestricted Stock Units · Derivative 7,900 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · derivative · entry 8

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,901

Underlying: Common Stock · 7,900 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Tax withholdingCommon Stock 4,475 $93.33 $417,651.75
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · nonDerivative · entry 4

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,428

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

F4 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionCommon Stock 9,550 $93.33 $891,301.50
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · nonDerivative · entry 3

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,903

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
Tax withholdingCommon Stock 29,576 $93.33 $2,760,328.08
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · nonDerivative · entry 2

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,353

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 21:33 UTC
MACFARLANE CHARLES SPresident & CEO
GrantCommon Stock 60,000 $93.33 $5,599,800.00
Disclosure

SEC source: 0001466593-24-000020 · wk-form4_1707427983.xml · nonDerivative · entry 1

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,929

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2021).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 200 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · derivative · entry 9

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600

Underlying: Common Stock · 600 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 175 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · derivative · entry 8

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 350

Underlying: Common Stock · 350 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · derivative · entry 7

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250

Underlying: Common Stock · 250 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 175 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · derivative · entry 6

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
GrantRestricted Stock Units · Derivative 600 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · derivative · entry 5

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600

Underlying: Common Stock · 600 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Tax withholdingCommon Stock 320 $93.33 $29,865.60
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · nonDerivative · entry 4

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,355

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

F4 · balance_after: Total direct holdings include shares acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionCommon Stock 800 $93.33 $74,664.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · nonDerivative · entry 3

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,675

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
Tax withholdingCommon Stock 2,233 $93.33 $208,405.89
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · nonDerivative · entry 2

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,875

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 20:17 UTC
KNUTSON PAUL LVP, Human Resources
GrantCommon Stock 5,100 $93.33 $475,983.00
Disclosure

SEC source: 0001466593-24-000018 · wk-form4_1707423412.xml · nonDerivative · entry 1

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,108

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2021).

Read SEC document
February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 325 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 11

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 975

Underlying: Common Stock · 975 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 275 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 10

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 550

Underlying: Common Stock · 550 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 9

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400

Underlying: Common Stock · 400 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 300 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 8

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
GrantRestricted Stock Units · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 7

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Common Stock · 1,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Tax withholdingCommon Stock 694 $93.33 $64,771.02
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 4

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,300

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

F4 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionCommon Stock 1,300 $93.33 $121,329.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 3

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,994

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · shares: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Tax withholdingCommon Stock 4,155 $93.33 $387,786.15
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 2

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,694

F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).

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February 06, 2024 Filed Feb 8, 2024 19:22 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
GrantCommon Stock 8,400 $93.33 $783,972.00
Disclosure

SEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 1

Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,849

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2021).

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December 31, 2023 Filed Jan 2, 2024 21:43 UTC
MOUG KEVIN GCFO & Sr VP
Exercise / conversionCommon Stock 5,700 $85.28 $486,067.50
Disclosure

SEC source: 0001466593-24-000002 · wk-form4_1704231813.xml · nonDerivative · entry 2

MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,401

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Represents shares beneficially owned by the reporting person upon the vesting of Restricted Stock Units that were previously reported. Payout of these shares will be deferred until June 30, 2024 due to IRS section 409A restrictions and may be subject to tax withholding at payout.

F3 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards, Restricted Stock Units, and Performance Share Awards.

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December 31, 2023 Filed Jan 2, 2024 21:43 UTC
MOUG KEVIN GCFO & Sr VP
GrantCommon Stock 13,800 $85.28 $1,176,795.00
Disclosure

SEC source: 0001466593-24-000002 · wk-form4_1704231813.xml · nonDerivative · entry 1

MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,701

F1 · shares: Represents shares beneficially owned by the reporting person upon the vesting of Performance Share Awards that were granted in 2022 and 2023. Payout of these shares will be deferred until June 30, 2024 due to IRS section 409A restrictions and may be subject to tax withholding at payout.

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November 20, 2023 Filed Nov 20, 2023 21:28 UTC SaleCommon Stock 2,500 $77.36 $193,400.00
Disclosure

SEC source: 0001466593-23-000163 · wk-form4_1700515678.xml · nonDerivative · entry 3

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Foundation

Disclosed balance after: 0

F3 · price: $77.36 is the weighted average sales price of the shares sold. These shares were sold in multiple transactions at prices ranging from $77.30 to $77.54 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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November 20, 2023 Filed Nov 20, 2023 21:28 UTC GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000163 · wk-form4_1700515678.xml · nonDerivative · entry 2

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Foundation

Disclosed balance after: 2,500

Read SEC document
November 20, 2023 Filed Nov 20, 2023 21:28 UTC GiftCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000163 · wk-form4_1700515678.xml · nonDerivative · entry 1

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 140,989

F1 · shares: These shares were gifted from the John D Erickson Trust to the John and Kim Erickson Family Foundation, a non-profit charitable corporation.

F2 · balance_after: Total holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions.

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April 17, 2023 Filed Apr 19, 2023 16:56 UTC GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-23-000114 · wf-form4_168192336372719.xml · nonDerivative · entry 1

WEBB THOMAS J · CIK 0001179875 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,700

F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 17, 2023 will vest in near-equal installments of one-third per year beginning April 8, 2024.

F2 · price: This grant has a fair market value of $73.3525.

F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions.

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April 17, 2023 Filed Apr 19, 2023 16:55 UTC GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-23-000112 · wf-form4_168192333399263.xml · nonDerivative · entry 1

Crain Jeanne H · CIK 0001959390 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,900

F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 17, 2023 will vest in near-equal installments of one-third per year beginning April 8, 2024.

F2 · price: This grant has a fair market value of $73.3525.

F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions.

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April 17, 2023 Filed Apr 19, 2023 16:55 UTC GrantCommon Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-23-000111 · wf-form4_168192331890138.xml · nonDerivative · entry 1

PARTAIN NATHAN I · CIK 0001180965 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,209

F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 17, 2023 will vest in near-equal installments of one-third per year beginning April 8, 2024.

F2 · price: This grant has a fair market value of $73.3525.

F3 · balance_after: Total direct holdings include shares acquired individually through the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.