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 | 3,133 |
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 3,133 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 145,956 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 145,956 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 4,516 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,516 |
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.
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 18:02 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001191483-26-000002 · wk-form4_1776189736.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,133 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 · ownership.direct: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 13, 2025 Filed Apr 14, 2025 20:05 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000064 · wk-form4_1744661111.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,233 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 · ownership.direct: Total direct holdings include shares acquired individually and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 18:55 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-24-000081 · wk-form4_1712688921.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,132 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 and pursuant to Restricted Stock Award distributions. Read SEC document |
| November 20, 2023 Filed Nov 20, 2023 21:28 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 2,500 | $77.36 | $193,400.00 |
DisclosureSEC source: 0001466593-23-000163 · wk-form4_1700515678.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Foundation Disclosed balance after: 0 F3 · price: $77.36 is the weighted average sales price of the shares sold. These shares were sold in multiple transactions at prices ranging from $77.30 to $77.54 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 20, 2023 Filed Nov 20, 2023 21:28 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000163 · wk-form4_1700515678.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Foundation Disclosed balance after: 2,500 Read SEC document |
| November 20, 2023 Filed Nov 20, 2023 21:28 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-23-000163 · wk-form4_1700515678.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 140,989 F1 · shares: These shares were gifted from the John D Erickson Trust to the John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 16:55 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000110 · wf-form4_168192330131490.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,400 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 and pursuant to Restricted Stock Award distributions. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 16:11 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 2,000 | $56.31 | $112,617.00 |
DisclosureSEC source: 0001466593-22-000077 · wf-form4_166913347758504.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 16:11 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-22-000077 · wf-form4_166913347758504.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 2,000 Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 16:11 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001466593-22-000077 · wf-form4_166913347758504.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 141,656 F1 · shares: These shares were gifted from the reporting owner's Trust account to the Wells Fargo account of the John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 11, 2022 Filed Apr 12, 2022 18:49 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-22-000018 · wf-form4_164978937518274.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,633 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 Restricted Stock Award grants. Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 20:59 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 9,500 | $66.52 | $631,951.40 |
DisclosureSEC source: 0001437749-21-027073 · rdgdoc.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 20:59 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-027073 · rdgdoc.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 9,500 Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 20:59 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-027073 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 141,856 F1 · shares: These shares were gifted from the reporting owner's Trust account to the Wells Fargo account of the John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 17:26 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-008802 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,733 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/12/2021 will vest in near-equal installments of one-third per year beginning April 8, 2022. F2 · price: This grant has a fair market value of $46.50. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award grants. Read SEC document |
| April 20, 2020 Filed Apr 22, 2020 21:26 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-008235 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,049 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/20/2020 will vest in near-equal installments of one-third per year beginning April 8, 2021. F2 · price: This grant has a fair market value of $44.853. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Award grants. Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 16:34 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 2,100 | $48.81 | $102,504.36 |
DisclosureSEC source: 0001437749-19-023329 · rdgdoc.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 16:34 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-023329 · rdgdoc.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 2,100 Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 16:34 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-023329 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,289 F1 · shares: These shares were gifted from his direct ownership account to the Wells Fargo account of The John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 14:49 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-006848 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,389 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/8/2019 will vest in near-equal installments of one-third per year beginning April 8, 2020. F2 · price: This grant has a fair market value of $49.73065. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 22:13 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 2,300 | $47.35 | $108,905.00 |
DisclosureSEC source: 0001437749-18-021145 · rdgdoc.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 22:13 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-021145 · rdgdoc.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 2,300 Read SEC document |
| November 20, 2018 Filed Nov 20, 2018 22:13 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-021145 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,789 F1 · shares: These shares were gifted from his direct ownership account to the Wells Fargo account of The John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 22:23 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-006629 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,089 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/9/2018 will vest in near-equal installments of one-third per year beginning April 8, 2019. F2 · price: This grant has a fair market value of $43.40. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 21:58 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 2,400 | $45.55 | $109,320.00 |
DisclosureSEC source: 0001437749-17-019627 · rdgdoc.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 21:58 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-019627 · rdgdoc.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 2,400 Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 21:58 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-019627 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,189 F1 · shares: These shares were gifted from his direct ownership account to the Wells Fargo account of The John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Share Award distributions. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 15:47 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-006478 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,589 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The 2,200 shares granted on 4/10/2017 vest 25% yearly commencing on 4/8/2018. F2 · price: This grant has a fair market value of $37.75. F3 · balance_after: Total direct holdings include shares acquired individually pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| November 21, 2016 Filed Nov 21, 2016 21:43 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 2,900 | $37.33 | $108,257.00 |
DisclosureSEC source: 0001437749-16-042472 · rdgdoc.xml · nonDerivative · entry 3 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 Read SEC document |
| November 21, 2016 Filed Nov 21, 2016 21:43 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-16-042472 · rdgdoc.xml · nonDerivative · entry 2 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 2,900 Read SEC document |
| November 21, 2016 Filed Nov 21, 2016 21:43 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-16-042472 · rdgdoc.xml · nonDerivative · entry 1 ERICKSON JOHN D · CIK 0001191483 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,389 F1 · shares: These shares were gifted from his direct ownership account to the Wells Fargo account of The John and Kim Erickson Family Foundation, a non-profit charitable corporation. F2 · balance_after: Total direct holdings include shares acquired individually 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.