person · Reporting owner

O'KEEFE TIMOTHY J

Disclosed activity across 1 company

Tapewire entity: 132735
SEC CIK: 0001605604

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Otter Tail CorpOTTR · Entity 4087	Director	December 06, 2021	December 07, 2021

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.

Otter Tail Corp

Report date December 06, 2021 · Filed December 07, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Trust	11,943	Reported balance After 2021-12-06 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2021-12-06 · Gift · Disposed 1,525 · Balance 11,943 F1: These shares were gifted from the reporting owner's Trust account to the account of the Tim & Becky O'Keefe Family Foundation. F2: These shares are now held in the name of the reporting person's Trust and were previously reported as direct holdings. Total holdings include shares acquired individually pursuant to Restricted Stock Awards.
Common StockSEC Table I · non-derivative	IndirectBy Foundation	1,525	Reported balance After 2021-12-06 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2021-12-06 · Gift · Acquired 1,525 · Balance 1,525
Common StockSEC Table I · non-derivative	IndirectBy Foundation	0	Reported balance After 2021-12-07 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 3 · 2021-12-07 · Sale · Disposed 1,525 · Balance 0
Common StockSEC Table I · non-derivative	Direct	4,532	Reported balance Holding disclosure · report date 2021-12-06 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 4,532 F3: Total holdings include shares acquired individually pursuant to Restricted Stock Awards.

Filing footnotes · ownership attribution and instrument terms

F1: These shares were gifted from the reporting owner's Trust account to the account of the Tim & Becky O'Keefe Family Foundation.

F2: These shares are now held in the name of the reporting person's Trust and were previously reported as direct holdings. Total holdings include shares acquired individually pursuant to Restricted Stock Awards.

F3: Total holdings include shares acquired individually pursuant to Restricted Stock Awards.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
December 07, 2021 Filed Dec 7, 2021 21:48 UTC	Otter Tail Corp OTTR · Entity 4087	SaleCommon Stock	1,525	$67.20	$102,483.05	Disclosure SEC source: 0001437749-21-028013 · rdgdoc.xml · nonDerivative · entry 3 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document
December 06, 2021 Filed Dec 7, 2021 21:48 UTC	Otter Tail Corp OTTR · Entity 4087	GiftCommon Stock	1,525	$0.00	$0.00	Disclosure SEC source: 0001437749-21-028013 · rdgdoc.xml · nonDerivative · entry 2 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 1,525 Read SEC document
December 06, 2021 Filed Dec 7, 2021 21:48 UTC	Otter Tail Corp OTTR · Entity 4087	GiftCommon Stock	1,525	$0.00	$0.00	Disclosure SEC source: 0001437749-21-028013 · rdgdoc.xml · nonDerivative · entry 1 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,943 F1 · shares: These shares were gifted from the reporting owner's Trust account to the account of the Tim & Becky O'Keefe Family Foundation. F2 · balance_after: These shares are now held in the name of the reporting person's Trust and were previously reported as direct holdings. Total holdings include shares acquired individually pursuant to Restricted Stock Awards. Read SEC document
April 12, 2021 Filed Apr 13, 2021 19:57 UTC	Otter Tail Corp OTTR · Entity 4087	GrantCommon Stock	2,400	Not disclosed	Not disclosed	Disclosure SEC source: 0001437749-21-008824 · rdgdoc.xml · nonDerivative · entry 1 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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
April 20, 2020 Filed Apr 22, 2020 16:47 UTC	Otter Tail Corp OTTR · Entity 4087	GrantCommon Stock	2,200	Not disclosed	Not disclosed	Disclosure SEC source: 0001437749-20-008182 · rdgdoc.xml · nonDerivative · entry 1 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,600 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 pursuant to Restricted Stock Award distributions. Read SEC document
April 08, 2019 Filed Apr 10, 2019 15:53 UTC	Otter Tail Corp OTTR · Entity 4087	GrantCommon Stock	2,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001437749-19-006860 · rdgdoc.xml · nonDerivative · entry 1 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 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 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document
April 09, 2018 Filed Apr 10, 2018 23:36 UTC	Otter Tail Corp OTTR · Entity 4087	GrantCommon Stock	2,300	Not disclosed	Not disclosed	Disclosure SEC source: 0001437749-18-006641 · rdgdoc.xml · nonDerivative · entry 1 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,400 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 pursuant to Restricted Stock Award distributions. Read SEC document
April 10, 2017 Filed Apr 12, 2017 16:56 UTC	Otter Tail Corp OTTR · Entity 4087	GrantCommon Stock	2,200	Not disclosed	Not disclosed	Disclosure SEC source: 0001437749-17-006485 · rdgdoc.xml · nonDerivative · entry 1 O'KEEFE TIMOTHY J · CIK 0001605604 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,100 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 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.