Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | Director | April 13, 2026 | April 14, 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 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,300 |
Reported balance
After 2026-04-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-13 · Grant · Acquired 1,500 · Balance 9,300 F1: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. F2: This grant has a fair market value of $91.15. F3: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award distributions and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027.
F2: This grant has a fair market value of $91.15.
F3: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award distributions and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors.
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 14, 2026 15:22 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001901903-26-000002 · wk-form4_1776180176.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,300 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. F2 · price: This grant has a fair market value of $91.15. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award distributions and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| April 13, 2025 Filed Apr 14, 2025 19:59 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000062 · wk-form4_1744660790.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,800 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 13, 2025 will vest in near-equal installments of one-third per year beginning April 8, 2026. F2 · price: This grant has a fair market value of $77.59. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award distributions and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 18:21 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-24-000077 · wk-form4_1712686857.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,100 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 8, 2024 will vest in near-equal installments of one-third per year beginning April 8, 2025. F2 · price: This grant has a fair market value of $87.02. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award distributions and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 16:56 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000115 · wf-form4_168192338264521.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,400 F1 · kind: Shares of Common Stock acquired under the 2023 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 17, 2023 will vest in near-equal installments of one-third per year beginning April 8, 2024. F2 · price: This grant has a fair market value of $73.3525. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award distributions and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 20:11 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 161 | $58.78 | $9,462.78 |
DisclosureSEC source: 0001466593-23-000002 · wf-form4_167277668670962.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 23:09 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 153 | $61.76 | $9,448.52 |
DisclosureSEC source: 0001466593-22-000056 · wf-form4_166483853641569.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,339 F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 21:17 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 8 | $65.90 | $527.16 |
DisclosureSEC source: 0001466593-22-000042 · wf-form4_165671019893781.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,186 F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Mr. LeBeau's total shares to be reported for his second quarter retainer are 144. 136 shares have already been reported on a separate Form 4 filing with a transaction date of 06/30/2022. These are the additional shares to report the correct total for the quarter. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 13:30 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 136 | $65.90 | $8,961.72 |
DisclosureSEC source: 0001466593-22-000040 · wf-form4_165668221954632.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,178 F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 19:36 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-22-000020 · wf-form4_164979215922172.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,042 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on April 11, 2022, will vest in near-equal installments of one-third per year beginning April 8, 2023. F2 · price: This grant has a fair market value of $63.135. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to a Restricted Stock Award grant and shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 14:30 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 142 | $63.13 | $8,964.20 |
DisclosureSEC source: 0001437749-22-007988 · rdgdoc.xml · nonDerivative · entry 1 LeBeau Michael E · CIK 0001901903 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142 F1 · shares: Mr. LeBeau has elected to receive shares of Otter Tail Corporation common stock in lieu of part of his quarterly retainer for his service on the Board of Directors. The shares will be issued pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. F2 · balance_after: Total direct holdings include shares received pursuant to Otter Tail Corporation's Compensation Plan for Outside Directors. 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.