Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | VP, Chief Financial Officer | April 13, 2026 | April 15, 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.
Otter Tail Corp
Report date April 13, 2026 · Filed April 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 800 |
Reported balance
After 2026-04-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-13 · Grant · Acquired 800 · Balance 800 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 600 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 600 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: Restricted stock units vest four years from date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,400 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,400 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: Restricted stock units vest four years from date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 550 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 550 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: Restricted stock units vest four years from date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 550 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 550 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: Restricted stock units vest four years from date shown above |
| Common StockSEC Table I · non-derivative | Direct | 4,355 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,355 F1: Total direct holdings include shares acquired through the Employee Stock Purchase Plan and shares acquired pursuant to restricted stock unit distributions |
Filing footnotes · ownership attribution and instrument terms
F1: Total direct holdings include shares acquired through the Employee Stock Purchase Plan and shares acquired pursuant to restricted stock unit distributions
F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.
F3: The restricted stock units vest in four equal annual installments beginning the date shown above.
F4: Restricted stock units vest four years from date shown above
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 13, 2026 Filed Apr 15, 2026 15:19 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0002129002-26-000004 · wk-form4_1776266374.xml · derivative · entry 2 Nelson Tyler J · CIK 0002129002 · VP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. 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.