Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | SVP General Counsel & Corp Sec | 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 | 5,800 |
Reported balance
After 2026-04-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-13 · Grant · Acquired 5,800 · Balance 5,800 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3: The restricted stock units vest on April 8, 2031. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 325 |
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 325 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 500 |
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 500 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 900 |
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 900 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,100 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,100 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Common StockSEC Table I · non-derivative | Direct | 19,137 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,137 F1: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 488 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 488 |
Filing footnotes · ownership attribution and instrument terms
F1: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards.
F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.
F3: The restricted stock units vest on April 8, 2031.
F4: The restricted stock units vest in four equal annual installments beginning the 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 15:34 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 5,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001726153-26-000007 · wk-form4_1776267260.xml · derivative · entry 3 Smestad Jennifer O. · CIK 0001726153 · SVP General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,800 Underlying: Common Stock · 5,800 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 on April 8, 2031. F3 · derivative.expiration_date: The restricted stock units vest on April 8, 2031. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 14:26 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,031 | $86.43 | $261,969.33 |
DisclosureSEC source: 0001726153-26-000005 · wk-form4_1770906378.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,137 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 14:26 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 6,000 | $86.43 | $518,580.00 |
DisclosureSEC source: 0001726153-26-000005 · wk-form4_1770906378.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,168 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2023). Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 14:26 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001726153-26-000005 · wk-form4_1770906378.xml · derivative · entry 4 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001726153-26-000002 · wk-form4_1770672742.xml · derivative · entry 7 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001726153-26-000002 · wk-form4_1770672742.xml · derivative · entry 6 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001726153-26-000002 · wk-form4_1770672742.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325 Underlying: Common Stock · 325 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001726153-26-000002 · wk-form4_1770672742.xml · derivative · entry 4 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 541 | $87.83 | $47,516.03 |
DisclosureSEC source: 0001726153-26-000002 · wk-form4_1770672742.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,168 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001726153-26-000002 · wk-form4_1770672742.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,709 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 21:55 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 2,633 | $79.62 | $209,626.30 |
DisclosureSEC source: 0001466593-25-000015 · wk-form4_1739483698.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,556 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 21:55 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 5,320 | $79.62 | $423,551.80 |
DisclosureSEC source: 0001466593-25-000015 · wk-form4_1739483698.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,189 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2022). Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 21:55 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000015 · wk-form4_1739483698.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000006 · wk-form4_1738954814.xml · derivative · entry 8 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000006 · wk-form4_1738954814.xml · derivative · entry 7 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000006 · wk-form4_1738954814.xml · derivative · entry 6 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275 Underlying: Common Stock · 275 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000006 · wk-form4_1738954814.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 683 | $78.99 | $53,950.17 |
DisclosureSEC source: 0001466593-25-000006 · wk-form4_1738954814.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,869 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:00 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000006 · wk-form4_1738954814.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,552 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. Read SEC document |
| August 13, 2024 Filed Aug 14, 2024 16:12 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 4,000 | $88.74 | $354,960.00 |
DisclosureSEC source: 0001466593-24-000131 · wk-form4_1723651947.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,300 F1 · price: $88.74 is the weighted average sales price of the shares sold. These shares were sold in multiple transactions at prices ranging from $88.21 to $89.39 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards F3 · ownership.direct: The reported sale of 4,000 shares occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 13, 2024. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 11 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 975 Underlying: Common Stock · 975 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 10 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550 Underlying: Common Stock · 550 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 9 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Common Stock · 400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 8 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · derivative · entry 7 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 694 | $93.33 | $64,771.02 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 4 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,300 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F4 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,300 | $93.33 | $121,329.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 3 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,994 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 4,155 | $93.33 | $387,786.15 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,694 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 19:22 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 8,400 | $93.33 | $783,972.00 |
DisclosureSEC source: 0001466593-24-000014 · wk-form4_1707420151.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,849 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2021). Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000043 · wf-form4_167597834427332.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 Underlying: Common Stock · 1,300 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,133 | $64.65 | $202,548.45 |
DisclosureSEC source: 0001466593-23-000043 · wf-form4_167597834427332.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,446 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 6,300 | $64.65 | $407,295.00 |
DisclosureSEC source: 0001466593-23-000043 · wf-form4_167597834427332.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,579 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2020). Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · derivative · entry 8 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 825 Underlying: Common Stock · 825 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · derivative · entry 7 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · derivative · entry 6 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Underlying: Common Stock · 300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 696 | $65.34 | $45,473.16 |
DisclosureSEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,279 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 21:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000029 · wf-form4_167589190275964.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, General Council & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,975 F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 15:11 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002818 · rdgdoc.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 1,100 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 15:11 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,125 | $61.37 | $191,781.25 |
DisclosureSEC source: 0001437749-22-002818 · rdgdoc.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,653 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 15:11 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 6,300 | $61.37 | $386,631.00 |
DisclosureSEC source: 0001437749-22-002818 · rdgdoc.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,778 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2019). Read SEC document |
| February 06, 2022 Filed Feb 7, 2022 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002617 · rdgdoc.xml · derivative · entry 8 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2022 Filed Feb 7, 2022 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002617 · rdgdoc.xml · derivative · entry 7 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2022 Filed Feb 7, 2022 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002617 · rdgdoc.xml · derivative · entry 6 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Underlying: Common Stock · 300 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2022 Filed Feb 7, 2022 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-002617 · rdgdoc.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2022 Filed Feb 7, 2022 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 710 | $60.90 | $43,235.45 |
DisclosureSEC source: 0001437749-22-002617 · rdgdoc.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,478 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 06, 2022 Filed Feb 7, 2022 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-002617 · rdgdoc.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,188 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. Read SEC document |
| April 08, 2021 Filed Apr 9, 2021 20:50 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-008663 · rdgdoc.xml · derivative · entry 5 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 225 shares Expires 2021-04-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: Restricted stock units vest four years from date shown above. Read SEC document |
| April 08, 2021 Filed Apr 9, 2021 20:50 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 80 | $46.09 | $3,687.56 |
DisclosureSEC source: 0001437749-21-008663 · rdgdoc.xml · nonDerivative · entry 2 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,821 F2 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| April 08, 2021 Filed Apr 9, 2021 20:50 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 225 | $46.09 | $10,371.26 |
DisclosureSEC source: 0001437749-21-008663 · rdgdoc.xml · nonDerivative · entry 1 Smestad Jennifer O. · CIK 0001726153 · VP, Gen Coun & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The reporting person receives one share of Common Stock for each restricted stock unit that vests. F2 · balance_after: Total direct holdings include shares held jointly with spouse and shares acquired through the Employee Stock Purchase Plan, the Dividend Reinvestment Plan, and shares acquired pursuant to Restricted Stock Awards and Performance 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.