Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otter Tail CorpOTTR · Entity 4087 | President & CEO | February 10, 2026 | February 12, 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 February 10, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 275,112 |
Reported balance
After 2026-02-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-11 · Grant · Acquired 47,700 · Balance 275,112 F1: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2023). |
| Common StockSEC Table I · non-derivative | Direct | 251,597 |
Reported balance
After 2026-02-11 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-11 · Tax withholding · Disposed 23,515 · Balance 251,597 F2: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,400 |
Reported balance
After 2026-02-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-10 · Grant · Acquired 9,400 · Balance 9,400 F4: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,500 F4: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,950 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,950 F4: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,425 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,425 F4: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F5: The restricted stock units vest in four equal annual installments beginning the date shown above. |
| Common StockSEC Table I · non-derivative | Indirectby ESOP | 3,051 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,051 |
| Common StockSEC Table I · non-derivative | Indirectby Spousal Lifetime Access Trust | 75,459 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 75,459 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2023).
F2: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e).
F3: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards.
F4: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock.
F5: The restricted stock units vest in four equal annual installments beginning the date shown above.
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 |
|---|---|---|---|---|---|---|
| February 06, 2021 Filed Feb 9, 2021 15:03 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002281 · rdgdoc.xml · derivative · entry 8 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 15:03 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002281 · rdgdoc.xml · derivative · entry 7 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 Underlying: Common Stock · 3,950 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 15:03 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002281 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 15:03 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-002281 · rdgdoc.xml · derivative · entry 5 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 15:03 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,516 | $41.66 | $146,485.35 |
DisclosureSEC source: 0001437749-21-002281 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,181 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2021 Filed Feb 9, 2021 15:03 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-21-002281 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,697 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 15:01 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002681 · rdgdoc.xml · derivative · entry 5 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 15:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 15,119 | $54.06 | $817,343.72 |
DisclosureSEC source: 0001437749-20-002681 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,848 F2 · price: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 15:01 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 30,646 | $54.06 | $1,656,744.21 |
DisclosureSEC source: 0001437749-20-002681 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,967 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2017). Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:57 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002186 · rdgdoc.xml · derivative · entry 8 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,925 Underlying: Common Stock · 5,925 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F7 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F7 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:57 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002186 · rdgdoc.xml · derivative · entry 7 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 3,600 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F7 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F7 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:57 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002186 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 Underlying: Common Stock · 1,725 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:57 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002186 · rdgdoc.xml · derivative · entry 5 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:57 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,336 | $54.42 | $181,545.12 |
DisclosureSEC source: 0001437749-20-002186 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,321 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. F4 · balance_after: The reporting person no longer has a reportable beneficial interest in 1,984 shares of Otter Tail Corporation common stock owned by his son and included in the reporting person's prior reports as indirect holdings. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 21:57 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 7,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-20-002186 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,657 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 7,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002678 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Common Stock · 7,900 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:32 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 25,213 | $49.62 | $1,251,132.09 |
DisclosureSEC source: 0001437749-19-002678 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,106 F2 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 22:32 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 51,244 | $49.62 | $2,542,855.39 |
DisclosureSEC source: 0001437749-19-002678 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,319 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award(granted in 2016). Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 00:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002079 · rdgdoc.xml · derivative · entry 9 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 00:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestrcted Stock Units · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002079 · rdgdoc.xml · derivative · entry 8 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,450 Underlying: Common Stock · 3,450 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 00:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002079 · rdgdoc.xml · derivative · entry 7 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 Underlying: Common Stock · 2,375 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 00:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002079 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2019-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal installments which began February 6, 2016. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 00:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 4,879 | $48.05 | $234,411.56 |
DisclosureSEC source: 0001437749-19-002079 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,993 F2 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 00:01 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 7,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002079 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,872 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. Read SEC document |
| February 06, 2019 Filed Feb 20, 2019 22:38 UTC Amendment | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002962 · rdgdoc.xml · derivative · entry 9 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F7 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F7 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 06, 2019 Filed Feb 20, 2019 22:38 UTC Amendment | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestrcted Stock Units · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002962 · rdgdoc.xml · derivative · entry 8 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,450 Underlying: Common Stock · 3,450 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F6 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2019 Filed Feb 20, 2019 22:38 UTC Amendment | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002962 · rdgdoc.xml · derivative · entry 7 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,375 Underlying: Common Stock · 2,375 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2019 Filed Feb 20, 2019 22:38 UTC Amendment | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-002962 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2019-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal installments which began February 6, 2016. Read SEC document |
| February 06, 2019 Filed Feb 20, 2019 22:38 UTC Amendment | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,307 | $48.05 | $158,884.82 |
DisclosureSEC source: 0001437749-19-002962 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,565 F2 · shares: Adjusted to decrease the number of shares previously reported and updates total shares held not including updated DRIP share amounts. F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2019 Filed Feb 20, 2019 22:38 UTC Amendment | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 7,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-002962 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,872 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. Read SEC document |
| April 08, 2018 Filed Apr 13, 2018 17:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 739 | $43.70 | $32,294.30 |
DisclosureSEC source: 0001437749-18-006837 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,276 F1 · shares: Grant of Restricted Stock. On 4/8/2018, 739 shares of Common Stock were withheld by the Corporation to pay taxes due upon vesting of restricted stock, exempt pursuant to Rule 16b-3(e). F2 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:02 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002062 · rdgdoc.xml · derivative · entry 8 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,175 Underlying: Common Stock · 5,175 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. F5 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2018. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:02 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002062 · rdgdoc.xml · derivative · entry 7 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,750 Underlying: Common Stock · 4,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments which began February 6, 2017. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:02 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002062 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal installments which began February 6, 2016. F3 · derivative.expiration_date: The restricted stock units vest in four equal installments which began February 6, 2016. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:02 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 3,120 | $39.78 | $124,098.00 |
DisclosureSEC source: 0001437749-18-002062 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,844 F1 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:02 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 6,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-002062 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,964 F2 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 21:41 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 7,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-001936 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 7,200 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 21:41 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 19,873 | $41.33 | $821,251.73 |
DisclosureSEC source: 0001437749-18-001936 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,864 F2 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 21:41 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 40,392 | $41.33 | $1,669,199.40 |
DisclosureSEC source: 0001437749-18-001936 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,737 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Shares Award(granted in 2015). Read SEC document |
| April 08, 2017 Filed Apr 11, 2017 21:53 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 715 | $38.08 | $27,223.63 |
DisclosureSEC source: 0001437749-17-006462 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,502.144 F1 · kind: Grant of Restricted Stock. On 4/8/2017, 715 shares of Common Stock were withheld by the Corporation to pay taxes due upon vesting of restricted stock, exempt pursuant to Rule 16b-3(e). F2 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, The Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:21 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 4,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001882 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,125 Underlying: Common Stock · 15,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F1 · derivative.exercise_date: These shares represent restricted stock units granted in 2015 and 2016, each of which vest in four equal installments on February 6 each year until vesting is completed. F1 · derivative.expiration_date: These shares represent restricted stock units granted in 2015 and 2016, each of which vest in four equal installments on February 6 each year until vesting is completed. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:21 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 2,110 | $38.35 | $80,918.50 |
DisclosureSEC source: 0001437749-17-001882 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,042.011 F4 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:21 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 4,375 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-001882 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,152.011 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These shares represent restricted stock units granted in 2015 and 2016, each of which vest in four equal installments on February 6 each year until vesting is completed. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F3 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:38 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 6,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001663 · rdgdoc.xml · derivative · entry 6 MACFARLANE CHARLES S · CIK 0001278053 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 Underlying: Common Stock · 6,900 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning the date shown above. F4 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning the date shown above. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:38 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 15,546 | $37.65 | $585,306.90 |
DisclosureSEC source: 0001437749-17-001663 · rdgdoc.xml · nonDerivative · entry 2 MACFARLANE CHARLES S · CIK 0001278053 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,777.011 F2 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:38 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 29,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001663 · rdgdoc.xml · nonDerivative · entry 1 MACFARLANE CHARLES S · CIK 0001278053 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,323.011 F1 · shares: Represents shares received upon the vesting of certain performance criteria in connection with a Performance Shares Award(granted in 2014). F2 · balance_after: Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. 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.