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 |
|---|---|---|---|---|---|---|
| February 10, 2021 Filed Feb 12, 2021 17:39 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002720 · 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: 1,600 Underlying: Common Stock · 1,600 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 10, 2021 Filed Feb 12, 2021 17:39 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 2,360 | $42.35 | $99,934.20 |
DisclosureSEC source: 0001437749-21-002720 · 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: 3,648 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 10, 2021 Filed Feb 12, 2021 17:39 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 4,626 | $42.35 | $195,887.97 |
DisclosureSEC source: 0001437749-21-002720 · 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: 6,008 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2018). Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:12 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002327 · 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: 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 common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began the date shown above. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:12 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002327 · 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: 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 which began the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began the date shown above. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:12 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002327 · 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: 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 which began the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began the date shown above. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:12 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 492 | $41.66 | $20,497.95 |
DisclosureSEC source: 0001437749-21-002327 · 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: 1,382 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 Award distributions. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 21:12 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-002327 · 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: 1,874 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, 2020 Filed Apr 10, 2020 20:33 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-007503 · 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 · 300 shares Expires 2020-04-08 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. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 20:33 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 168 | $44.44 | $7,465.08 |
DisclosureSEC source: 0001437749-20-007503 · 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: 959 F2 · balance_after: Total direct holdings include shares held jointly with spouse and acquired through the dividend reinvestment plan and the Employee Stock Purchase Plan. Read SEC document |
| April 08, 2020 Filed Apr 10, 2020 20:33 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 300 | $44.44 | $13,330.50 |
DisclosureSEC source: 0001437749-20-007503 · 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: 1,127 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 acquired through the dividend reinvestment plan and the Employee Stock Purchase Plan. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 16:27 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002704 · rdgdoc.xml · derivative · entry 1 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 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 17:38 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002155 · 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: 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 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, 2020 Filed Feb 10, 2020 17:38 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002155 · 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: 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, 2020 Filed Feb 10, 2020 17:38 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 328 | $54.42 | $17,849.76 |
DisclosureSEC source: 0001437749-20-002155 · 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: 823 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 acquired through the dividend reinvestment plan, Employee Stock Purchase Plan and shares acquired individually pursuant to Restricted Stock Awards. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 17:38 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-002155 · 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: 1,151 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, 2019 Filed Apr 10, 2019 20:31 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-006885 · 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 · 250 shares Expires 2019-04-08 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. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 20:31 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 89 | $49.73 | $4,426.03 |
DisclosureSEC source: 0001437749-19-006885 · 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: 547 F2 · balance_after: Total direct holdings include shares held jointly with spouse and acquired through the dividend reinvestment plan and the Employee Stock Purchase Plan. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 20:31 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 250 | $49.73 | $12,432.68 |
DisclosureSEC source: 0001437749-19-006885 · 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: 635 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 acquired through the dividend reinvestment plan and the Employee Stock Purchase Plan. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 17:08 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002724 · rdgdoc.xml · derivative · entry 1 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 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:19 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002106 · 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: 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 common stock. F4 · derivative.expiration_date: Restricted Stock Units vest in four equal annual installments which begin 2/06/2019. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:19 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 164 | $48.05 | $7,879.38 |
DisclosureSEC source: 0001437749-19-002106 · 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: 384 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 acquired through the dividend reinvestment plan, Employee Stock Purchase Plan and shares acquired individually pursuant to Restricted Stock Awards. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:19 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002106 · 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: 548 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, 2018 Filed Apr 10, 2018 16:28 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-006594 · 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 · 250 shares Expires 2018-04-08 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. Read SEC document |
| April 08, 2018 Filed Apr 10, 2018 16:28 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 103 | $43.70 | $4,501.10 |
DisclosureSEC source: 0001437749-18-006594 · 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: 246 F2 · balance_after: Total direct holdings include shares held jointly with spouse acquired through the Dividend Reinvestment Plan and the Employee Stock Purchase Plan. Read SEC document |
| April 08, 2018 Filed Apr 10, 2018 16:28 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 250 | $43.70 | $10,925.00 |
DisclosureSEC source: 0001437749-18-006594 · 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: 349 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. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 17:03 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-001873 · rdgdoc.xml · derivative · entry 4 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 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. 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.