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 | 7,071 |
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 7,071 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.
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 17:51 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001959390-26-000002 · wk-form4_1776189106.xml · nonDerivative · entry 1 Crain Jeanne H · CIK 0001959390 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,071 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 and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 13, 2025 Filed Apr 14, 2025 20:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-25-000068 · wk-form4_1744662718.xml · nonDerivative · entry 1 Crain Jeanne H · CIK 0001959390 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,429 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 and pursuant to Restricted Stock Award distributions. Read SEC document |
| April 08, 2024 Filed Apr 9, 2024 16:03 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-24-000069 · wk-form4_1712678591.xml · nonDerivative · entry 1 Crain Jeanne H · CIK 0001959390 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,643 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 |
| April 17, 2023 Filed Apr 19, 2023 16:55 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 1,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001466593-23-000112 · wf-form4_168192333399263.xml · nonDerivative · entry 1 Crain Jeanne H · CIK 0001959390 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.