Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Natural Holding CoNWN · Entity 2245 | Director | August 06, 2026 | August 07, 2026 |
| Otter Tail CorpOTTR · Entity 4087 | Director | April 13, 2026 | April 14, 2026 |
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.
Northwest Natural Holding Co
Report date August 06, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 4,923.61 |
Reported balance
After 2026-08-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-06 · Other · Acquired 507.021 · Balance 4,923.61 F1: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024.
F2: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives.
Otter Tail Corp
Report date April 13, 2026 · Filed April 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,071 |
Reported balance
After 2026-04-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-13 · Grant · Acquired 1,500 · Balance 7,071 F1: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. F2: This grant has a fair market value of $91.15. 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 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027.
F2: This grant has a fair market value of $91.15.
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 |
|---|---|---|---|---|---|---|
| August 06, 2026 Filed Aug 7, 2026 22:50 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 507.021 | $50.77 | $25,741.46 |
DisclosureSEC source: 0001733998-26-000129 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,923.61 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 07, 2026 Filed May 11, 2026 23:02 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 512.847 | $50.19 | $25,739.79 |
DisclosureSEC source: 0001733998-26-000095 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 4,377.282 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 13, 2026 Filed Apr 14, 2026 18:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001959466-26-000002 · wk-form4_1776191558.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,071 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 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. F2 · price: This grant has a fair market value of $91.15. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:30 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 491.222 | $52.59 | $25,833.36 |
DisclosureSEC source: 0001733998-26-000048 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,864.435 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 06, 2025 Filed Nov 10, 2025 21:55 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 553.914 | $46.59 | $25,806.85 |
DisclosureSEC source: 0001733998-25-000183 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,312.224 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 06, 2025 Filed Aug 7, 2025 21:18 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 648.137 | $39.72 | $25,744.00 |
DisclosureSEC source: 0001733998-25-000136 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,733.122 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:49 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 585.684 | $43.95 | $25,740.81 |
DisclosureSEC source: 0001733998-25-000099 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 2,067.162 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 13, 2025 Filed Apr 14, 2025 19:52 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000060 · wk-form4_1744660323.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,429 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 13, 2025 will vest in near-equal installments of one-third per year beginning April 8, 2026. F2 · price: This grant has a fair market value of $77.59. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 23:02 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 609.7 | $42.37 | $25,832.99 |
DisclosureSEC source: 0001733998-25-000050 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,481.479 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:19 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 861.393 | $42.12 | $36,281.87 |
DisclosureSEC source: 0001733998-24-000132 · form4.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 861.393 F1 · kind: The reporting transaction was effected pursuant to a written election under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives made on or about September 13, 2024. F2 · ownership.nature: Shares have been credited to reporting person's account under Northwest Natural Gas Company's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 15:46 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-24-000067 · wk-form4_1712677588.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,643 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 8, 2024 will vest in near-equal installments of one-third per year beginning April 8, 2025. F2 · price: This grant has a fair market value of $87.02. F3 · balance_after: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 16:56 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000113 · wf-form4_168192334871662.xml · nonDerivative · entry 1 Ludford Mary E · CIK 0001959466 · 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. 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.