Tapewire

Nasdaq · USD

OTTR

Otter Tail Corp

Export transactions ↓
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
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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, 2023 Filed Feb 8, 2023 21:32 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 300 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

Underlying: Common Stock · 300 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:32 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Exercise / conversionRestricted Stock Units · Derivative 300 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:32 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
Tax withholdingCommon Stock 696 $65.34 $45,473.16
Disclosure

SEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,279

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).

F3 · 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.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:32 UTC
Smestad Jennifer O.VP, General Council & Corp Sec
GrantCommon Stock 1,275 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,975

F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 20:38 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 175 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000023 · wf-form4_167588869959245.xml · derivative · entry 6

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 525

Underlying: Common Stock · 525 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 20:38 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000023 · wf-form4_167588869959245.xml · derivative · entry 5

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 500

Underlying: Common Stock · 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 20:38 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 175 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000023 · wf-form4_167588869959245.xml · derivative · entry 4

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175

Underlying: Common Stock · 175 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 20:38 UTC
KNUTSON PAUL LVP, Human Resources
Exercise / conversionRestricted Stock Units · Derivative 200 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000023 · wf-form4_167588869959245.xml · derivative · entry 3

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: Not disclosed

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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 20:38 UTC
KNUTSON PAUL LVP, Human Resources
Tax withholdingCommon Stock 320 $65.34 $20,907.20
Disclosure

SEC source: 0001466593-23-000023 · wf-form4_167588869959245.xml · nonDerivative · entry 2

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,015

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).

F3 · 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, 2023 Filed Feb 8, 2023 20:38 UTC
KNUTSON PAUL LVP, Human Resources
GrantCommon Stock 800 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-23-000023 · wf-form4_167588869959245.xml · nonDerivative · entry 1

KNUTSON PAUL L · CIK 0001559334 · VP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,335

F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Read SEC document
December 31, 2022 Filed Jan 3, 2023 20:11 UTC GrantCommon Stock 161 $58.78 $9,462.78
Disclosure

SEC source: 0001466593-23-000002 · wf-form4_167277668670962.xml · nonDerivative · entry 1

LeBeau Michael E · CIK 0001901903 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

Read SEC document
November 21, 2022 Filed Nov 22, 2022 16:11 UTC SaleCommon Stock 2,000 $56.31 $112,617.00
Disclosure

SEC source: 0001466593-22-000077 · wf-form4_166913347758504.xml · nonDerivative · entry 3

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Foundation

Disclosed balance after: 0

Read SEC document
November 21, 2022 Filed Nov 22, 2022 16:11 UTC GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001466593-22-000077 · wf-form4_166913347758504.xml · nonDerivative · entry 2

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Foundation

Disclosed balance after: 2,000

Read SEC document
November 21, 2022 Filed Nov 22, 2022 16:11 UTC GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001466593-22-000077 · wf-form4_166913347758504.xml · nonDerivative · entry 1

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 141,656

F1 · shares: These shares were gifted from the reporting owner's Trust account to the Wells Fargo account of 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.

Read SEC document
September 30, 2022 Filed Oct 3, 2022 23:09 UTC GrantCommon Stock 153 $61.76 $9,448.52
Disclosure

SEC source: 0001466593-22-000056 · wf-form4_166483853641569.xml · nonDerivative · entry 1

LeBeau Michael E · CIK 0001901903 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,339

F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

Read SEC document
June 30, 2022 Filed Jul 1, 2022 21:17 UTC GrantCommon Stock 8 $65.90 $527.16
Disclosure

SEC source: 0001466593-22-000042 · wf-form4_165671019893781.xml · nonDerivative · entry 1

LeBeau Michael E · CIK 0001901903 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,186

F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Mr. LeBeau's total shares to be reported for his second quarter retainer are 144. 136 shares have already been reported on a separate Form 4 filing with a transaction date of 06/30/2022. These are the additional shares to report the correct total for the quarter.

F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

Read SEC document
June 30, 2022 Filed Jul 1, 2022 13:30 UTC GrantCommon Stock 136 $65.90 $8,961.72
Disclosure

SEC source: 0001466593-22-000040 · wf-form4_165668221954632.xml · nonDerivative · entry 1

LeBeau Michael E · CIK 0001901903 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,178

F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

Read SEC document
April 11, 2022 Filed Apr 12, 2022 20:19 UTC GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-008761 · rdgdoc.xml · nonDerivative · entry 1

WEBB THOMAS J · CIK 0001179875 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,800

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: The grant has a fair market value of $63.135.

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

Read SEC document
April 11, 2022 Filed Apr 12, 2022 20:36 UTC GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-008766 · rdgdoc.xml · nonDerivative · entry 1

Johnson Kathryn O · CIK 0001574100 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,653

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: The grant has a fair market value of $63.135.

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

Read SEC document
April 11, 2022 Filed Apr 12, 2022 20:04 UTC GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-008750 · rdgdoc.xml · nonDerivative · entry 1

STAKE JAMES B · CIK 0001205398 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,794

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: The grant has a fair market value of $63.135.

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

Read SEC document
April 11, 2022 Filed Apr 12, 2022 19:36 UTC GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-008748 · rdgdoc.xml · nonDerivative · entry 1

FRITZE STEVEN L · CIK 0001198756 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,233

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: This grant has a fair market value of $63.135

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

Read SEC document
April 11, 2022 Filed Apr 12, 2022 19:36 UTC GrantCommon Stock 1,900 $0.00 $0.00
Disclosure

SEC source: 0001466593-22-000020 · wf-form4_164979215922172.xml · nonDerivative · entry 1

LeBeau Michael E · CIK 0001901903 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,042

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 11, 2022, will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: This grant has a fair market value of $63.135.

F3 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

Read SEC document
April 11, 2022 Filed Apr 12, 2022 18:49 UTC GrantCommon Stock 1,700 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-22-000018 · wf-form4_164978937518274.xml · nonDerivative · entry 1

ERICKSON JOHN D · CIK 0001191483 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,633

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 11, 2022, will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: This grant has a fair market value of $63.135.

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

Read SEC document
April 11, 2022 Filed Apr 12, 2022 16:34 UTC
BOHN KARENDirector
GrantCommon Stock 1,900 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-008727 · rdgdoc.xml · nonDerivative · entry 1

BOHN KAREN · CIK 0001274622 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,950

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: The grant has a fair market value of $63.135.

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

Read SEC document
April 11, 2022 Filed Apr 13, 2022 14:06 UTC GrantCommon Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-008804 · rdgdoc.xml · nonDerivative · entry 1

PARTAIN NATHAN I · CIK 0001180965 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,034

F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 will vest in near-equal installments of one-third per year beginning April 8, 2023.

F2 · price: This grant has a fair market value of $63.135.

F3 · balance_after: Total direct holdings include shares jointly held with spouse, shares held individually in the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions.

Read SEC document
March 31, 2022 Filed Apr 1, 2022 14:30 UTC GrantCommon Stock 142 $63.13 $8,964.20
Disclosure

SEC source: 0001437749-22-007988 · rdgdoc.xml · nonDerivative · entry 1

LeBeau Michael E · CIK 0001901903 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142

F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

F2 · balance_after: Total direct holdings include shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.

Read SEC document
March 10, 2022 Filed Apr 13, 2022 14:06 UTC GiftCommon Stock 62,561 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-008804 · rdgdoc.xml · nonDerivative · entry 2

PARTAIN NATHAN I · CIK 0001180965 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by Trust

Disclosed balance after: 62,561

F4 · balance_after: These shares, previously reported under the Spousal Lifetime Access Trust were gifted to the Nathan I Partain Revocable Trust on the date shown.

Read SEC document
February 07, 2022 Filed Feb 8, 2022 17:47 UTC
Abbott John SPres Varistar, Sr VP, M/I Plat
GrantRestricted Stock Units · Derivative 1,600 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002767 · rdgdoc.xml · derivative · entry 4

Abbott John S · CIK 0001639060 · Pres Varistar, Sr VP, M/I Plat

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

Underlying: Common Stock · 1,600 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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 07, 2022 Filed Feb 8, 2022 17:47 UTC
Abbott John SPres Varistar, Sr VP, M/I Plat
Tax withholdingCommon Stock 4,520 $61.37 $277,392.40
Disclosure

SEC source: 0001437749-22-002767 · rdgdoc.xml · nonDerivative · entry 2

Abbott John S · CIK 0001639060 · Pres Varistar, Sr VP, M/I Plat

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,026

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).

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

Read SEC document
February 07, 2022 Filed Feb 8, 2022 17:47 UTC
Abbott John SPres Varistar, Sr VP, M/I Plat
GrantCommon Stock 9,000 $61.37 $552,330.00
Disclosure

SEC source: 0001437749-22-002767 · rdgdoc.xml · nonDerivative · entry 1

Abbott John S · CIK 0001639060 · Pres Varistar, Sr VP, M/I Plat

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,546

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019).

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:14 UTC
ROGELSTAD TIMOTHY JSr VP, Elect Plat, Pres OTP
GrantRestricted Stock Units · Derivative 1,600 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002769 · rdgdoc.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

Underlying: Common Stock · 1,600 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock.

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

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

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:14 UTC
ROGELSTAD TIMOTHY JSr VP, Elect Plat, Pres OTP
Tax withholdingCommon Stock 4,519 $61.37 $277,331.03
Disclosure

SEC source: 0001437749-22-002769 · rdgdoc.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,423

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).

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 and Performance Award distributions.

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:14 UTC
ROGELSTAD TIMOTHY JSr VP, Elect Plat, Pres OTP
GrantCommon Stock 9,000 $61.37 $552,330.00
Disclosure

SEC source: 0001437749-22-002769 · rdgdoc.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,942

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019).

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:33 UTC
KNUTSON PAUL LVP of Human Resources
GrantRestricted Stock Units · Derivative 700 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002771 · rdgdoc.xml · derivative · entry 3

KNUTSON PAUL L · CIK 0001559334 · VP of Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 700

Underlying: Common Stock · 700 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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 07, 2022 Filed Feb 8, 2022 23:33 UTC
KNUTSON PAUL LVP of Human Resources
Tax withholdingCommon Stock 1,747 $61.37 $107,213.39
Disclosure

SEC source: 0001437749-22-002771 · rdgdoc.xml · nonDerivative · entry 2

KNUTSON PAUL L · CIK 0001559334 · VP of Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,400

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).

F3 · 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 Award distributions.

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:33 UTC
KNUTSON PAUL LVP of Human Resources
GrantCommon Stock 3,900 $61.37 $239,343.00
Disclosure

SEC source: 0001437749-22-002771 · rdgdoc.xml · nonDerivative · entry 1

KNUTSON PAUL L · CIK 0001559334 · VP of Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,147

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019).

Read SEC document
February 07, 2022 Filed Feb 9, 2022 16:19 UTC
MACFARLANE CHARLES SPresident & CEO
GrantRestricted Stock Units · Derivative 8,700 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002828 · rdgdoc.xml · derivative · entry 6

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,700

Underlying: Common Stock · 8,700 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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 07, 2022 Filed Feb 9, 2022 16:19 UTC
MACFARLANE CHARLES SPresident & CEO
Tax withholdingCommon Stock 20,436 $61.37 $1,254,157.32
Disclosure

SEC source: 0001437749-22-002828 · rdgdoc.xml · nonDerivative · entry 2

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,432

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).

F3 · 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 07, 2022 Filed Feb 9, 2022 16:19 UTC
MACFARLANE CHARLES SPresident & CEO
GrantCommon Stock 41,400 $61.37 $2,540,718.00
Disclosure

SEC source: 0001437749-22-002828 · rdgdoc.xml · nonDerivative · entry 1

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 119,868

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019).

Read SEC document
February 07, 2022 Filed Feb 9, 2022 15:36 UTC
MOUG KEVIN GCFO & Sr VP
GrantRestricted Stock Units · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002820 · rdgdoc.xml · derivative · entry 4

MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock.

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

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

Read SEC document
February 07, 2022 Filed Feb 9, 2022 15:36 UTC
MOUG KEVIN GCFO & Sr VP
Tax withholdingCommon Stock 5,029 $61.37 $308,629.73
Disclosure

SEC source: 0001437749-22-002820 · rdgdoc.xml · nonDerivative · entry 2

MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,174

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).

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 and Performance Award distributions.

Read SEC document
February 07, 2022 Filed Feb 9, 2022 15:36 UTC
MOUG KEVIN GCFO & Sr VP
GrantCommon Stock 11,700 $61.37 $718,029.00
Disclosure

SEC source: 0001437749-22-002820 · rdgdoc.xml · nonDerivative · entry 1

MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,203

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019).

Read SEC document
February 07, 2022 Filed Feb 9, 2022 15:11 UTC
Smestad Jennifer O.VP, Gen Coun & Corp Sec
GrantRestricted Stock Units · Derivative 1,100 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002818 · rdgdoc.xml · derivative · entry 5

Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,100

Underlying: Common Stock · 1,100 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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 07, 2022 Filed Feb 9, 2022 15:11 UTC
Smestad Jennifer O.VP, Gen Coun & Corp Sec
Tax withholdingCommon Stock 3,125 $61.37 $191,781.25
Disclosure

SEC source: 0001437749-22-002818 · rdgdoc.xml · nonDerivative · entry 2

Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,653

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).

F3 · 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 Award distributions.

Read SEC document
February 07, 2022 Filed Feb 9, 2022 15:11 UTC
Smestad Jennifer O.VP, Gen Coun & Corp Sec
GrantCommon Stock 6,300 $61.37 $386,631.00
Disclosure

SEC source: 0001437749-22-002818 · rdgdoc.xml · nonDerivative · entry 1

Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,778

F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019).

Read SEC document
February 06, 2022 Filed Feb 7, 2022 23:02 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,875 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002641 · rdgdoc.xml · derivative · entry 9

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,625

Underlying: Common Stock · 8,625 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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, 2022 Filed Feb 7, 2022 23:02 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002641 · rdgdoc.xml · derivative · entry 8

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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, 2022 Filed Feb 7, 2022 23:02 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 1,975 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002641 · rdgdoc.xml · derivative · entry 7

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,975

Underlying: Common Stock · 1,975 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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, 2022 Filed Feb 7, 2022 23:02 UTC
MACFARLANE CHARLES SPresident & CEO
Exercise / conversionRestricted Stock Units · Derivative 1,800 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002641 · rdgdoc.xml · derivative · entry 6

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common 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, 2022 Filed Feb 7, 2022 23:02 UTC
MACFARLANE CHARLES SPresident & CEO
Tax withholdingCommon Stock 4,055 $60.90 $246,929.23
Disclosure

SEC source: 0001437749-22-002641 · rdgdoc.xml · nonDerivative · entry 2

MACFARLANE CHARLES S · CIK 0001278053 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,468

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).

F3 · 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.

F4 · balance_after: The reporting person no longer has a reportable beneficial interest in 2,082 shares of Otter Tail Corporation stock owned by his daughter and included in the reporting person's prior reports as indirect holdings.

Read SEC document

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