Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | President | 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 | 1,400 |
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 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 security | Direct | 450 |
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 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 security | Direct | 700 |
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 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 security | Direct | 1,275 |
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 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 security | Direct | 1,600 |
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 1,600 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-derivative | Direct | 61,089 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy ESOP | 3,371 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 06, 2021 Filed Feb 9, 2021 18:18 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002309 · 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: 850 Underlying: Common Stock · 850 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 |
| February 06, 2021 Filed Feb 9, 2021 18:18 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002309 · 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: 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 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 06, 2021 Filed Feb 9, 2021 18:18 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002309 · 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 which began February 6, 2018. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 18:18 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 928 | $41.66 | $38,662.80 |
DisclosureSEC source: 0001437749-21-002309 · 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: 29,037 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, 2021 Filed Feb 9, 2021 18:18 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-002309 · 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: 29,965 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 12, 2020 Filed Feb 14, 2020 16:07 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002701 · 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 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 12, 2020 Filed Feb 14, 2020 16:07 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,720 | $54.06 | $201,105.80 |
DisclosureSEC source: 0001437749-20-002701 · 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: 28,265 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 12, 2020 Filed Feb 14, 2020 16:07 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 7,572 | $54.06 | $409,347.62 |
DisclosureSEC source: 0001437749-20-002701 · 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: 31,985 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2017). Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 16:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002147 · 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: 1,275 Underlying: Common Stock · 1,275 shares Expires 2023-02-06 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. F6 · derivative.exercise_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 16:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002147 · 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: 900 Underlying: Common Stock · 900 shares Expires 2022-02-06 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. F6 · derivative.exercise_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 16:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002147 · 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. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 16:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002147 · 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 which began February 6, 2017. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 16:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 947 | $54.42 | $51,535.74 |
DisclosureSEC source: 0001437749-20-002147 · 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: 24,413 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, 2020 Filed Feb 10, 2020 16:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-002147 · 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: 25,360 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 13, 2019 Filed Feb 14, 2019 20:40 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002623 · 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: 1,700 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 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 13, 2019 Filed Feb 14, 2019 20:40 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 6,356 | $49.62 | $315,400.61 |
DisclosureSEC source: 0001437749-19-002623 · 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: 23,460 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 13, 2019 Filed Feb 14, 2019 20:40 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 12,920 | $49.62 | $641,122.70 |
DisclosureSEC source: 0001437749-19-002623 · 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: 29,816 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2016). Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 20:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002128 · 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: 1,350 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F7 · derivative.exercise_date: Restricted stock units vest four years from date shown above. F7 · derivative.expiration_date: Restricted stock units vest four years from date shown above. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 20:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002128 · 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: 850 Underlying: Common Stock · 850 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. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 20:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002128 · 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: 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. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 20:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002128 · 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 2019-02-06 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 installments which began February 6, 2016. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 20:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 893 | $48.05 | $42,904.19 |
DisclosureSEC source: 0001437749-19-002128 · 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: 16,896 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, 2019 Filed Feb 8, 2019 20:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002128 · 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: 17,789 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 13, 2018 18:34 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 138 | $43.70 | $6,030.60 |
DisclosureSEC source: 0001437749-18-006846 · 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: 15,754 F1 · kind: Grant of Restricted Stock Units. On 4/8/2018, 138 shares of Common Stock were withheld by the Corporation to pay taxes due upon vesting of restricted stock units, exempt pursuant to Rule 16b-3(e). F2 · balance_after: Total direct holdings include shares held in Dividend Reinvestment Plan, shares held jointly with spouse acquired through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Units and Performance Share distribution. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:23 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002090 · 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: 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 common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:23 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002090 · 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: 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 February 6, 2017. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:23 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002090 · 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: 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 common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal installments which began February 6, 2016. F4 · derivative.expiration_date: The restricted stock units vest in four equal installments which began February 6, 2016. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:23 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 532 | $39.78 | $21,160.30 |
DisclosureSEC source: 0001437749-18-002090 · 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: 15,771 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, 2018 Filed Feb 8, 2018 23:23 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-002090 · 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: 16,303 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 05, 2018 Filed Feb 7, 2018 19:53 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-001909 · 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: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 19:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 4,661 | $41.33 | $192,615.83 |
DisclosureSEC source: 0001437749-18-001909 · 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: 14,827 F1 · balance_after: Total direct holdings include shares held in the Dividend Reinvestment Plan, shares jointly held with spouse acquired through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards, Restricted Stock Units and Performance Share distributions. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 19:53 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 9,248 | $41.33 | $382,173.60 |
DisclosureSEC source: 0001437749-18-001909 · 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: 19,488 F7 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Shares Award(granted in 2015). F1 · balance_after: Total direct holdings include shares held in the Dividend Reinvestment Plan, shares jointly held with spouse acquired through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards, Restricted Stock Units and Performance Share distributions. Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 19:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-006419 · 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: 0 Underlying: Common Stock · 250 shares Expires 2017-04-08 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. F5 · 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, 2017 Filed Apr 11, 2017 19:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 152 | $38.08 | $5,787.40 |
DisclosureSEC source: 0001437749-17-006419 · rdgdoc.xml · nonDerivative · entry 3 ROGELSTAD TIMOTHY J · CIK 0001605621 · Sr VP, Elect Plat, Pres OTP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,979.141 F3 · kind: Grant of Restricted Stock. On 4/8/2017, 152 shares of Common Stock were withheld by the Corporation to pay taxes due upon vesting of the restricted stock, exempt pursuant to Rule 16b-3(e). F4 · balance_after: Total direct holdings include shares held in Dividend Reinvestment Plan, shares held jointly with spouse that were acquired through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Restricted Stock Units. Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 19:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 85 | $38.08 | $3,236.38 |
DisclosureSEC source: 0001437749-17-006419 · 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: 10,131.141 F2 · kind: Grant of Restricted Stock Units. On 4/8/2017, 85 shares of Common Stock were withheld by the Corporation to pay taxes due upon vesting of restricted stock units, exempt pursuant to Rule 16b-3(e). Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 19:24 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-006419 · 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: 10,216.141 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: The reporting person receives one share of Common Stock for each restricted stock unit that vests. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:13 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock · Derivative | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001944 · 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: 2,700 Underlying: Common Stock · 3,750 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F1 · derivative.exercise_date: These shares represent restricted stock units granted in 2015 and 2016, each of which vest in four equal installments on February 6 each year until vesting is completed. F1 · derivative.expiration_date: These shares represent restricted stock units granted in 2015 and 2016, each of which vest in four equal installments on February 6 each year until vesting is completed. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:13 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 354 | $38.35 | $13,575.90 |
DisclosureSEC source: 0001437749-17-001944 · 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: 9,947.765 F4 · 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, 2017 Filed Feb 8, 2017 22:13 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-001944 · 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: 10,301.765 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 · date: These shares represent restricted stock units granted in 2015 and 2016, each of which vest in four equal installments on February 6 each year until vesting is completed. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. 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 02, 2017 Filed Feb 4, 2017 00:36 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001658 · 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: 2,500 Underlying: Common Shares · 1,700 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:36 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 4,489 | $37.65 | $169,010.85 |
DisclosureSEC source: 0001437749-17-001658 · 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: 9,251.765 F1 · 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 02, 2017 Filed Feb 4, 2017 00:36 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 8,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001658 · 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: 13,740.765 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.