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ROGELSTAD TIMOTHY J

Disclosed activity across 1 company

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52401
SEC CIK
0001605621

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Reported relationships

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CompanyLast reported asReport datePublished
Otter Tail CorpOTTR · Entity 4087PresidentApril 13, 2026April 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect1,400 Reported balance After 2026-04-13 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-04-13 · Grant · Acquired 1,400 · Balance 1,400

F2: Each restricted stock unit represents a contingent right to receive a cash payment equal to the fair market value of one share of Otter Tail Corporation common stock upon vesting.

F3: The restricted stock units vest in four equal annual installments beginning the date shown above.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect450 Reported balance Holding disclosure · report date 2026-04-13 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance 450

F4: 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 securityDirect700 Reported balance Holding disclosure · report date 2026-04-13 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance 700

F4: 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 securityDirect1,275 Reported balance Holding disclosure · report date 2026-04-13 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · Balance 1,275

F4: 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 securityDirect1,600 Reported balance Holding disclosure · report date 2026-04-13 · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · Balance 1,600

F2: Each restricted stock unit represents a contingent right to receive a cash payment equal to the fair market value of one share of Otter Tail Corporation common stock upon vesting.

F3: The restricted stock units vest in four equal annual installments beginning the date shown above.

Common StockSEC Table I · non-derivativeDirect61,089 Reported balance Holding disclosure · report date 2026-04-13 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 61,089

F1: Total direct holdings include shares acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Common StockSEC Table I · non-derivativeIndirectBy ESOP3,371 Reported balance Holding disclosure · report date 2026-04-13 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 3,371

Filing footnotes · ownership attribution and instrument terms

F1: Total direct holdings include shares acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

F2: Each restricted stock unit represents a contingent right to receive a cash payment equal to the fair market value of one share of Otter Tail Corporation common stock upon vesting.

F3: The restricted stock units vest in four equal annual installments beginning the date shown above.

F4: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 13, 2026 Filed Apr 15, 2026 15:43 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 1,400 $0.00 $0.00
Disclosure

SEC source: 0001605621-26-000007 · wk-form4_1776267799.xml · derivative · entry 3

ROGELSTAD TIMOTHY J · CIK 0001605621 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,400

Underlying: Common Stock · 1,400 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive a cash payment equal to the fair market value of one share of Otter Tail Corporation common stock upon vesting.

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
February 11, 2026 Filed Feb 12, 2026 15:11 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 4,212 $86.43 $364,043.16
Disclosure

SEC source: 0001605621-26-000005 · wk-form4_1770909072.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,080

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 acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 11, 2026 Filed Feb 12, 2026 15:11 UTC Otter Tail Corp OTTR · Entity 4087 GrantCommon Stock 8,400 $86.43 $726,012.00
Disclosure

SEC source: 0001605621-26-000005 · wk-form4_1770909072.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,292

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 15:11 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 1,600 $0.00 $0.00
Disclosure

SEC source: 0001605621-26-000005 · wk-form4_1770909072.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

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 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 22:17 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 425 $0.00 $0.00
Disclosure

SEC source: 0001605621-26-000002 · wk-form4_1770675465.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,275

Underlying: Common Stock · 1,275 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, 2026 Filed Feb 9, 2026 22:17 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 350 $0.00 $0.00
Disclosure

SEC source: 0001605621-26-000002 · wk-form4_1770675465.xml · derivative · entry 6

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 700

Underlying: Common Stock · 700 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 22:17 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001605621-26-000002 · wk-form4_1770675465.xml · derivative · entry 5

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450

Underlying: Common Stock · 450 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 22:17 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001605621-26-000002 · wk-form4_1770675465.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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 22:17 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 763 $87.83 $67,014.29
Disclosure

SEC source: 0001605621-26-000002 · wk-form4_1770675465.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,892

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 acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 06, 2026 Filed Feb 9, 2026 22:17 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionCommon Stock 1,625 Not disclosed Not disclosed
Disclosure

SEC source: 0001605621-26-000002 · wk-form4_1770675465.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,655

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 22:07 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 3,801 $79.62 $302,616.62
Disclosure

SEC source: 0001466593-25-000021 · wk-form4_1739484429.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,998

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 acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 12, 2025 Filed Feb 13, 2025 22:07 UTC Otter Tail Corp OTTR · Entity 4087 GrantCommon Stock 7,560 $79.62 $601,889.40
Disclosure

SEC source: 0001466593-25-000021 · wk-form4_1739484429.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,799

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 22:07 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 1,700 $0.00 $0.00
Disclosure

SEC source: 0001466593-25-000021 · wk-form4_1739484429.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,700

Underlying: Common Stock · 1,700 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 19:15 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 350 $0.00 $0.00
Disclosure

SEC source: 0001466593-25-000008 · wk-form4_1738955729.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,050

Underlying: Common Stock · 1,050 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 19:15 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001466593-25-000008 · wk-form4_1738955729.xml · derivative · entry 6

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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, 2025 Filed Feb 7, 2025 19:15 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-25-000008 · wk-form4_1738955729.xml · derivative · entry 5

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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.

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 19:15 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 575 $0.00 $0.00
Disclosure

SEC source: 0001466593-25-000008 · wk-form4_1738955729.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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 19:15 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 833 $78.99 $65,798.67
Disclosure

SEC source: 0001466593-25-000008 · wk-form4_1738955729.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,239

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 acquired individually through dividend reinvestment, Employee Stock Purchase Plan, and acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 19:15 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionCommon Stock 1,775 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-25-000008 · wk-form4_1738955729.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,072

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 06, 2024 Filed Feb 8, 2024 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 10

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,350

Underlying: Common Stock · 1,350 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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 9

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

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.

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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 575 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 8

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 575

Underlying: Common Stock · 575 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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 1,400 $0.00 $0.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · derivative · entry 6

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,400

Underlying: Common Stock · 1,400 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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 887 $93.33 $82,783.71
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,269

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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 06, 2024 Filed Feb 8, 2024 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionCommon Stock 1,825 $93.33 $170,327.25
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 3

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,156

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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 5,956 $93.33 $555,873.48
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,331

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 22:02 UTC Otter Tail Corp OTTR · Entity 4087 GrantCommon Stock 12,000 $93.33 $1,119,960.00
Disclosure

SEC source: 0001466593-24-000022 · wk-form4_1707429710.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,287

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 21:30 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 1,800 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000038 · wf-form4_167597819568919.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,800

Underlying: Common Stock · 1,800 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 21:30 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 4,232 $64.65 $273,598.80
Disclosure

SEC source: 0001466593-23-000038 · wf-form4_167597819568919.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,919

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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 07, 2023 Filed Feb 9, 2023 21:30 UTC Otter Tail Corp OTTR · Entity 4087 GrantCommon Stock 8,400 $64.65 $543,060.00
Disclosure

SEC source: 0001466593-23-000038 · wf-form4_167597819568919.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,151

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 21:24 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000025 · wf-form4_167589142590563.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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 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 21:24 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 575 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000025 · wf-form4_167589142590563.xml · derivative · entry 6

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,150

Underlying: Common Stock · 1,150 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 21:24 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000025 · wf-form4_167589142590563.xml · derivative · entry 5

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

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.

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 21:24 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 425 $0.00 $0.00
Disclosure

SEC source: 0001466593-23-000025 · wf-form4_167589142590563.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

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 21:24 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 846 $65.34 $55,273.41
Disclosure

SEC source: 0001466593-23-000025 · wf-form4_167589142590563.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,751

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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 21:24 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionCommon Stock 1,800 Not disclosed Not disclosed
Disclosure

SEC source: 0001466593-23-000025 · wf-form4_167589142590563.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Electric Platform

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,597

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 07, 2022 Filed Feb 8, 2022 23:14 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 1,600 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002769 · rdgdoc.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

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 which began the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began the date shown above.

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:14 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 4,519 $61.37 $277,331.03
Disclosure

SEC source: 0001437749-22-002769 · rdgdoc.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,423

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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions.

Read SEC document
February 07, 2022 Filed Feb 8, 2022 23:14 UTC Otter Tail Corp OTTR · Entity 4087 GrantCommon Stock 9,000 $61.37 $552,330.00
Disclosure

SEC source: 0001437749-22-002769 · rdgdoc.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,942

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 8, 2022 16:54 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 575 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002683 · rdgdoc.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,725

Underlying: Common Stock · 1,725 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 8, 2022 16:54 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002683 · rdgdoc.xml · derivative · entry 6

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

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 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 8, 2022 16:54 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 425 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002683 · rdgdoc.xml · derivative · entry 5

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 425

Underlying: Common Stock · 425 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 8, 2022 16:54 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-22-002683 · rdgdoc.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

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 8, 2022 16:54 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 869 $60.90 $52,917.76
Disclosure

SEC source: 0001437749-22-002683 · rdgdoc.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,942

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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions.

Read SEC document
February 06, 2022 Filed Feb 8, 2022 16:54 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionCommon Stock 1,850 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-22-002683 · rdgdoc.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,811

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
February 10, 2021 Filed Feb 12, 2021 18:12 UTC Otter Tail Corp OTTR · Entity 4087 GrantRestricted Stock Units · Derivative 2,300 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-002730 · rdgdoc.xml · derivative · entry 4

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,300

Underlying: Common Stock · 2,300 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation 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 18:12 UTC Otter Tail Corp OTTR · Entity 4087 Tax withholdingCommon Stock 3,399 $42.35 $143,930.66
Disclosure

SEC source: 0001437749-21-002730 · rdgdoc.xml · nonDerivative · entry 2

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,467

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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions.

Read SEC document
February 10, 2021 Filed Feb 12, 2021 18:12 UTC Otter Tail Corp OTTR · Entity 4087 GrantCommon Stock 6,829 $42.35 $289,174.01
Disclosure

SEC source: 0001437749-21-002730 · rdgdoc.xml · nonDerivative · entry 1

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,866

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 18:18 UTC Otter Tail Corp OTTR · Entity 4087 Exercise / conversionRestricted Stock Units · Derivative 400 $0.00 $0.00
Disclosure

SEC source: 0001437749-21-002309 · rdgdoc.xml · derivative · entry 7

ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP

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.

F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began the date shown above.

F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began 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.