Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Northwest Natural Holding CoNWN · Entity 2245 | Director | November 06, 2023 | November 08, 2023 |
| 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.
Northwest Natural Holding Co
Report date November 06, 2023 · Filed November 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 3,369.127 |
Reported balance
After 2023-11-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-11-06 · Other · Acquired 224.709 · Balance 3,369.127 F1: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about January 14, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. |
| Common StockSEC Table I · non-derivative | Direct | 7,000 |
Reported balance
Holding disclosure · report date 2023-11-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about January 14, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date.
F2: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan.
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 | 10,969 |
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 2,000 · Balance 10,969 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 through the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,600 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,600 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 67,561 |
Reported balance
Holding disclosure · report date 2026-04-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67,561 |
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 through the Dividend Reinvestment Plan and shares acquired individually 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 15:12 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001180965-26-000002 · wk-form4_1776179576.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,969 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 through the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| April 13, 2025 Filed Apr 14, 2025 20:22 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000066 · wk-form4_1744662153.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,741 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 through the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 18:41 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-24-000079 · wk-form4_1712688051.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,389 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 through the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 20:45 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 224.709 | $37.75 | $8,482.76 |
DisclosureSEC source: 0001733998-23-000081 · form4.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,369.127 F1 · kind: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about January 14, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 19:08 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 211.93 | $41.33 | $8,759.07 |
DisclosureSEC source: 0001733998-23-000055 · form4.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,109.366 F1 · kind: The reporting transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about January 14, 2021. At the time made, the election was intended to satisfy the then-current Rule 10b5-1. The election has not been entered into, modified or terminated since the original election date. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:44 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 176.155 | $47.05 | $8,288.09 |
DisclosureSEC source: 0001733998-23-000026 · form4.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,868.419 F1 · kind: The reported transaction was effected pursuant to a written election under the NW Natural Deferred Compensation Plan made on or about January 14, 2021 which election constitutes a Rule 10b5-1 trading plan. F2 · ownership.nature: Shares have been credited to reporting person's account under the NW Natural Deferred Compensation Plan. Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 16:55 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000111 · wf-form4_168192331890138.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,209 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 through the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 18:42 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 178.987 | $47.75 | $8,546.63 |
DisclosureSEC source: 0001567619-23-004018 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,692.264 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 22:15 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 363.671 | $45.40 | $16,510.66 |
DisclosureSEC source: 0001567619-22-020150 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,467.145 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 17:49 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 313.881 | $52.56 | $16,497.59 |
DisclosureSEC source: 0001567619-22-015259 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,087.362 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 05, 2022 Filed May 9, 2022 22:08 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 336.214 | $49.02 | $16,481.21 |
DisclosureSEC source: 0001567619-22-009833 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,759.913 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 11, 2022 Filed Apr 13, 2022 14:06 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-22-008804 · rdgdoc.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,034 F1 · kind: Shares of Common Stock acquired under the 2014 Stock Incentive Plan, which is a grant of Restricted Stock. The shares granted on 4/11/2022 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 jointly held with spouse, shares held individually in the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| March 10, 2022 Filed Apr 13, 2022 14:06 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 62,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-008804 · rdgdoc.xml · nonDerivative · entry 2 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 62,561 F4 · balance_after: These shares, previously reported under the Spousal Lifetime Access Trust were gifted to the Nathan I Partain Revocable Trust on the date shown. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:52 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 326.043 | $52.01 | $16,957.50 |
DisclosureSEC source: 0001567619-22-006087 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,423.699 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:40 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 302.04 | $45.73 | $13,812.29 |
DisclosureSEC source: 0001567619-21-019692 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,078.375 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| November 05, 2021 Filed Jan 24, 2022 20:56 UTC | Otter Tail Corp OTTR · Entity 4087 | GiftCommon Stock | 62,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001493 · rdgdoc.xml · nonDerivative · entry 2 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spousal Lifetime Access Trust Disclosed balance after: 62,561 Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:23 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 249.254 | $53.43 | $13,317.64 |
DisclosureSEC source: 0001567619-21-014944 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 771.651 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| May 06, 2021 Filed May 10, 2021 18:24 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 243.559 | $54.67 | $13,315.37 |
DisclosureSEC source: 0001567619-21-009426 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 519.97 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 20:49 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-008837 · rdgdoc.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,462 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 jointly held with spouse, shares held individually in the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:06 UTC | Northwest Natural Holding Co NWN · Entity 2245 | OtherCommon Stock | 276.41 | $48.25 | $13,336.78 |
DisclosureSEC source: 0001567619-21-005526 · doc1.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 276.41 F1 · ownership.nature: Shares have been credited to reporting person's account under Issuer's Deferred Compensation Plan for Directors and Executives. Read SEC document |
| April 20, 2020 Filed Apr 22, 2020 16:57 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-008184 · rdgdoc.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,688 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 jointly held with spouse, shares held individually in the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 14:19 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-006843 · rdgdoc.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,694.32 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 jointly held with spouse, shares held individually in the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock Award distributions. Read SEC document |
| April 09, 2018 Filed Apr 10, 2018 21:04 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-006616 · rdgdoc.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,132 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 in the Dividend Reinvestment Plan and acquired pursuant to Restricted Stock Award distributions. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 17:24 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 2,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-006490 · rdgdoc.xml · nonDerivative · entry 1 PARTAIN NATHAN I · CIK 0001180965 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,160.788 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 jointly held with spouse at Merrill Lynch, shares held individually in the Dividend Reinvestment Plan and shares acquired individually pursuant to Restricted Stock 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.