Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALERUS FINANCIAL CORPALRS · Entity 40 | Director | May 12, 2021 | May 13, 2021 |
| Otter Tail CorpOTTR · Entity 4087 | Director | April 17, 2023 | April 19, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALERUS FINANCIAL CORP
Report date May 12, 2021 · Filed May 13, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,004 |
Reported balance
After 2021-05-12 transaction · row 1
1 source rowRow 1 · 2021-05-12 · Grant · Acquired 1,215 · Balance 46,004 F1: All 1,215 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: All 1,215 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan.
Otter Tail Corp
Report date April 17, 2023 · Filed April 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,850 |
Reported balance
After 2023-04-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-04-17 · Grant · Acquired 1,900 · Balance 45,850 F1: 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: This grant has a fair market value of $73.3525. F3: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: This grant has a fair market value of $73.3525.
F3: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 17, 2023 Filed Apr 19, 2023 16:54 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000109 · wf-form4_168192328574759.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,850 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. Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 16:34 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
| May 12, 2021 Filed May 13, 2021 14:31 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 1,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-065646 · tm2116200-3_4seq1.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,004 F1 · shares: All 1,215 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 16:45 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-008799 · rdgdoc.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,050 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/12/2021 will vest in equal installments of one-third per year beginning April 8, 2022. F2 · price: This grant has a fair market value of $46.50. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 13:54 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | GrantCommon Stock | 2,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-068072 · a4.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,789 F1 · shares: All 2,114 shares were acquired pursuant to an annual director award issued under the Alerus Financial Corporation 2019 Equity Incentive Plan. Read SEC document |
| April 20, 2020 Filed Apr 22, 2020 19:11 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-008203 · rdgdoc.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,650 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/20/2020 will vest in near-equal installments of one-third per year beginning April 8, 2021. F2 · price: This grant has a fair market value of $44.853. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| September 17, 2019 Filed Sep 18, 2019 20:07 UTC | ALERUS FINANCIAL CORP ALRS · Entity 40 | PurchaseCommon Stock | 1,000 | $21.00 | $21,000.00 |
DisclosureSEC source: 0001104659-19-050570 · a4.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,675 Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 15:33 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-006854 · rdgdoc.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,450 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/8/2019 will vest in near-equal installments of one-third per year beginning April 8, 2020. F2 · price: This grant has a fair market value of $49.73065. F3 · ownership.direct: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 21:27 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-006621 · rdgdoc.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,450 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/9/2018 will vest in near-equal installments of one-third per year beginning April 8, 2019. F2 · price: This grant has a fair market value of $43.40. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 14:57 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-006476 · rdgdoc.xml · nonDerivative · entry 1 BOHN KAREN · CIK 0001274622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,150 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The 2,200 shares granted on 4/10/2017 vest 25% yearly commencing on 4/8/2018. F2 · price: This grant has a fair market value of $37.75. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. 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.