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 |
| SPIRE INCSR · Entity 3925 | Executive Vice President | November 29, 2024 | December 03, 2024 |
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 | 2,000 |
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 1,900 · Balance 2,000 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 and pursuant to Restricted Stock Award distributions. |
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 and pursuant to Restricted Stock Award distributions.
SPIRE INC
Report date November 29, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,626 |
Reported balance
After 2024-11-29 transaction · row 1
1 source rowRow 1 · 2024-11-29 · Tax withholding · Disposed 944 · Balance 8,626 F1: Represents the number of shares withheld for the payment of taxes incident to the vesting of 2,350 shares of time-vested restricted stock. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 15,761.6 |
Reported balance
After 2024-11-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-29 · Grant · Acquired 2,682 · Balance 15,761.6 F5: Represents phantom stock vesting to the reporting person pursuant to his election to defer into his deferred income plan account 2,682 shares of performance contingent stock awarded to him. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in cash to the reporting person in January 2028 and can be transferred to other investments within the reporting person's deferred income plan account at any time at least six months after this vesting. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 17,773.6 |
Reported balance
After 2024-11-29 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-11-29 · Grant · Acquired 2,012 · Balance 17,773.6 F6: Represents phantom stock vesting to the reporting person pursuant to his election to defer into his deferred income plan account 2,012 shares of performance contingent stock awarded to him. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in cash to the reporting person in January 2029 and can be transferred to other investments within the reporting person's deferred income plan account at any time at least six months after this vesting. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 19,785.6 |
Reported balance
After 2024-11-29 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-11-29 · Grant · Acquired 2,012 · Balance 19,785.6 F7: Represents phantom stock vesting to the reporting person pursuant to his election to defer into his deferred income plan account 2,012 shares of performance contingent stock awarded to him. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in cash to the reporting person in January 2027 and can be transferred to other investments within the reporting person's deferred income plan account at any time at least six months after this vesting. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 19,627.6 |
Reported balance
After 2024-11-29 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-11-29 · Tax withholding · Disposed 158 · Balance 19,627.6 F8: Represents the number of shares of phantom stock withheld for the payment of taxes. |
| 5.9% Series A Cumulative Redeemable Perpet. Preferred StockSEC Table I · non-derivative | IndirectHeld in IRA | 16,499.84 |
Reported balance
Holding disclosure · report date 2024-11-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,499.84 F2: Shares held in an IRA account over which Mr. Rasche has sole voting and dispositive power. |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401(k) | 2,688.815 |
Reported balance
Holding disclosure · report date 2024-11-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,688.815 F3: Shares held in Company stock fund of 401(k) plan as reported by trustee as of the close of business on November 29, 2024. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Revocable Trust | 33,050 |
Reported balance
Holding disclosure · report date 2024-11-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 33,050 F4: Shares held in a revocable trust of which Mr. Rasche and his spouse are trustees and share voting and dispositive power. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld for the payment of taxes incident to the vesting of 2,350 shares of time-vested restricted stock.
F2: Shares held in an IRA account over which Mr. Rasche has sole voting and dispositive power.
F3: Shares held in Company stock fund of 401(k) plan as reported by trustee as of the close of business on November 29, 2024.
F4: Shares held in a revocable trust of which Mr. Rasche and his spouse are trustees and share voting and dispositive power.
F5: Represents phantom stock vesting to the reporting person pursuant to his election to defer into his deferred income plan account 2,682 shares of performance contingent stock awarded to him. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in cash to the reporting person in January 2028 and can be transferred to other investments within the reporting person's deferred income plan account at any time at least six months after this vesting.
F6: Represents phantom stock vesting to the reporting person pursuant to his election to defer into his deferred income plan account 2,012 shares of performance contingent stock awarded to him. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in cash to the reporting person in January 2029 and can be transferred to other investments within the reporting person's deferred income plan account at any time at least six months after this vesting.
F7: Represents phantom stock vesting to the reporting person pursuant to his election to defer into his deferred income plan account 2,012 shares of performance contingent stock awarded to him. Each share of phantom stock is the economic equivalent of one share of Spire Inc. common stock. Shares of phantom stock are payable in cash to the reporting person in January 2027 and can be transferred to other investments within the reporting person's deferred income plan account at any time at least six months after this vesting.
F8: Represents the number of shares of phantom stock withheld for the payment of taxes.
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 |
|---|---|---|---|---|---|---|
| December 01, 2017 Filed Dec 4, 2017 20:07 UTC | SPIRE INC SR · Entity 3925 | Tax withholdingCommon Stock | 658 | $81.75 | $53,791.50 |
DisclosureSEC source: 0001562180-17-003729 · primarydocument.xml · nonDerivative · entry 2 Rasche Steven P · CIK 0001297719 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,585 F2 · shares: Represents the number of shares withheld for the payment of taxes incident to the vesting of 1,975 shares of time-vested restricted stock. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 20:07 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 3,436 | $81.75 | $280,893.00 |
DisclosureSEC source: 0001562180-17-003729 · primarydocument.xml · nonDerivative · entry 1 Rasche Steven P · CIK 0001297719 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,243 F1 · shares: Represents performance contingent restricted units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 14:13 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,580 | $78.20 | $123,556.00 |
DisclosureSEC source: 0001562180-17-003579 · primarydocument.xml · nonDerivative · entry 1 Rasche Steven P · CIK 0001297719 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,807 F1 · shares: Represents award of time-vested restricted stock that vests on 11/15/2020. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 19:41 UTC | SPIRE INC SR · Entity 3925 | Tax withholdingCommon Stock | 541 | $63.55 | $34,380.55 |
DisclosureSEC source: 0001127602-16-069100 · form4.xml · nonDerivative · entry 3 Rasche Steven P · CIK 0001297719 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,227 F3 · shares: Represents the number of shares withheld for the payment of taxes incident to the vest of 1,625 shares of time-vested restricted stock. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 19:41 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 3,867 | $63.55 | $245,747.85 |
DisclosureSEC source: 0001127602-16-069100 · form4.xml · nonDerivative · entry 2 Rasche Steven P · CIK 0001297719 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,768 F2 · shares: Represents restricted stock performance units that vested and settled in stock based on performance metrics not tied to the market price of the Company's stock. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 19:41 UTC | SPIRE INC SR · Entity 3925 | GrantCommon Stock | 1,910 | $62.76 | $119,871.60 |
DisclosureSEC source: 0001127602-16-069100 · form4.xml · nonDerivative · entry 1 Rasche Steven P · CIK 0001297719 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,901 F1 · shares: Represents award of time-vested restricted stock that vests on 12/1/2019. 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.