Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | Director | April 10, 2017 | April 12, 2017 |
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 April 10, 2017 · Filed April 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,532 |
Reported balance
After 2017-04-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-10 · Grant · Acquired 2,200 · Balance 31,532 F1: 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: This grant has a fair market value of $37.75. F3: Total direct holdings include shares acquired individually in the Dividend Reinvestment Plan and acquired pursuant to Restricted Stock Award distributions. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: This grant has a fair market value of $37.75.
F3: Total direct holdings include shares acquired individually in the Dividend Reinvestment Plan and acquired 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 10, 2017 Filed Apr 12, 2017 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-006502 · rdgdoc.xml · nonDerivative · entry 1 Joyce Nelson Schuette · CIK 0001358676 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,532 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 in the Dividend Reinvestment Plan and 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.