Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | Senior Vice 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 | 300 |
Reported balance
After 2026-04-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-13 · Grant · Acquired 300 · Balance 300 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3: The restricted stock units vest in four equal annual installments beginning the date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 600 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 600 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4: Restricted stock units vest four years from date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 600 |
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 600 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3: The restricted stock units vest in four equal annual installments beginning the date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,125 |
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 1,125 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3: The restricted stock units vest in four equal annual installments beginning the date shown above |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,400 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,400 F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3: The restricted stock units vest in four equal annual installments beginning the date shown above |
| Common StockSEC Table I · non-derivative | Direct | 10,347 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,347 F1: Total direct holdings include shares acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 3,068 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,068 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 7 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7 |
Filing footnotes · ownership attribution and instrument terms
F1: Total direct holdings include shares acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions.
F2: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.
F3: The restricted stock units vest in four equal annual installments beginning the date shown above
F4: Restricted stock units vest four years from date shown above
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 13, 2026 Filed Apr 15, 2026 15:50 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0002002077-26-000009 · wk-form4_1776268218.xml · derivative · entry 4 Wahlund Todd R · CIK 0002002077 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300 Underlying: Common Stock · 300 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 |
| April 08, 2026 Filed Apr 9, 2026 19:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0002002077-26-000007 · wk-form4_1775764402.xml · derivative · entry 5 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 460 shares Expires 2026-04-08 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 stock Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 19:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 186 | $90.11 | $16,760.46 |
DisclosureSEC source: 0002002077-26-000007 · wk-form4_1775764402.xml · nonDerivative · entry 2 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,347 F2 · balance_after: Total direct holdings include shares acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 19:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 460 | $90.11 | $41,450.60 |
DisclosureSEC source: 0002002077-26-000007 · wk-form4_1775764402.xml · nonDerivative · entry 1 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,533 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 acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 12:15 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0002002077-26-000005 · wk-form4_1770898513.xml · derivative · entry 4 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 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 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 06, 2026 Filed Feb 9, 2026 22:37 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0002002077-26-000002 · wk-form4_1770676624.xml · derivative · entry 6 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 1,125 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 22:37 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0002002077-26-000002 · wk-form4_1770676624.xml · derivative · entry 5 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated 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 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 22:37 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 119 | $87.83 | $10,451.77 |
DisclosureSEC source: 0002002077-26-000002 · wk-form4_1770676624.xml · nonDerivative · entry 2 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,029 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 through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 22:37 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 675 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002002077-26-000002 · wk-form4_1770676624.xml · nonDerivative · entry 1 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,148 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 |
| April 08, 2025 Filed Apr 9, 2025 17:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000056 · wk-form4_1744221075.xml · derivative · entry 5 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600 shares Expires 2025-04-08 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 stock. Read SEC document |
| April 08, 2025 Filed Apr 9, 2025 17:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 308 | $75.39 | $23,220.12 |
DisclosureSEC source: 0001466593-25-000056 · wk-form4_1744221075.xml · nonDerivative · entry 2 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,038 F2 · balance_after: Total direct holdings include shares acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. Read SEC document |
| April 08, 2025 Filed Apr 9, 2025 17:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 600 | $75.39 | $45,234.00 |
DisclosureSEC source: 0001466593-25-000056 · wk-form4_1744221075.xml · nonDerivative · entry 1 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,346 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 acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 16:24 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000014 · wk-form4_1739463877.xml · derivative · entry 4 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 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 06, 2025 Filed Feb 7, 2025 19:55 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-25-000012 · wk-form4_1738958130.xml · derivative · entry 5 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 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 19:55 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 164 | $78.99 | $12,954.36 |
DisclosureSEC source: 0001466593-25-000012 · wk-form4_1738958130.xml · nonDerivative · entry 2 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,708 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 through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions. Read SEC document |
| February 06, 2025 Filed Feb 7, 2025 19:55 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000012 · wk-form4_1738958130.xml · nonDerivative · entry 1 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,872 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 |
| April 08, 2024 Filed Apr 9, 2024 20:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000083 · wk-form4_1712695886.xml · derivative · entry 5 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 550 shares Expires 2024-04-08 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 stock. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 20:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 223 | $87.02 | $19,405.46 |
DisclosureSEC source: 0001466593-24-000083 · wk-form4_1712695886.xml · nonDerivative · entry 2 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,182 F2 · balance_after: Total direct holdings include shares acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 20:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 550 | $87.02 | $47,861.00 |
DisclosureSEC source: 0001466593-24-000083 · wk-form4_1712695886.xml · nonDerivative · entry 1 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,405 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 acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and shares acquired pursuant to restricted stock unit distributions Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 18:51 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-24-000012 · wk-form4_1707418274.xml · derivative · entry 4 Wahlund Todd R · CIK 0002002077 · Chief Financial Officer 10b5-1 filing: No plan indicated 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 stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.