Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Otter Tail Corp
Report date December 31, 2023 · Filed January 02, 2024
Section 16 reporting ended · disclosed 2024-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,701 |
Reported balance
After 2023-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-31 · Grant · Acquired 13,800 · Balance 113,701 F1: Represents shares beneficially owned by the reporting person upon the vesting of Performance Share Awards that were granted in 2022 and 2023. Payout of these shares will be deferred until June 30, 2024 due to IRS section 409A restrictions and may be subject to tax withholding at payout. |
| Common StockSEC Table I · non-derivative | Direct | 119,401 |
Reported balance
After 2023-12-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-12-31 · Exercise / conversion · Acquired 5,700 · Balance 119,401 F2: Represents shares beneficially owned by the reporting person upon the vesting of Restricted Stock Units that were previously reported. Payout of these shares will be deferred until June 30, 2024 due to IRS section 409A restrictions and may be subject to tax withholding at payout. F3: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards, Restricted Stock Units, and Performance Share Awards. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 368 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 368 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares beneficially owned by the reporting person upon the vesting of Performance Share Awards that were granted in 2022 and 2023. Payout of these shares will be deferred until June 30, 2024 due to IRS section 409A restrictions and may be subject to tax withholding at payout.
F2: Represents shares beneficially owned by the reporting person upon the vesting of Restricted Stock Units that were previously reported. Payout of these shares will be deferred until June 30, 2024 due to IRS section 409A restrictions and may be subject to tax withholding at payout.
F3: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards, Restricted Stock Units, and Performance Share Awards.
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, 2018 Filed Feb 8, 2018 22:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002087 · rdgdoc.xml · derivative · entry 7 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 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 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, 2018 Filed Feb 8, 2018 22:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock Units · Derivative | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-002087 · rdgdoc.xml · derivative · entry 6 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 725 Underlying: Common Stock · 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. F4 · derivative.exercise_date: The restricted stock units vest in four equal installments which began February 6, 2016. F4 · 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 22:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 638 | $39.78 | $25,376.45 |
DisclosureSEC source: 0001437749-18-002087 · rdgdoc.xml · nonDerivative · entry 2 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,516 F3 · shares: These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 22:51 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 2,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-18-002087 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,154 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 05, 2018 Filed Feb 7, 2018 22:33 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-001954 · rdgdoc.xml · derivative · entry 6 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common Stock · 2,400 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 05, 2018 Filed Feb 7, 2018 22:33 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 6,309 | $41.33 | $260,719.43 |
DisclosureSEC source: 0001437749-18-001954 · rdgdoc.xml · nonDerivative · entry 2 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,904 F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 22:33 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 14,688 | $41.33 | $606,981.60 |
DisclosureSEC source: 0001437749-18-001954 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,213 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 |
| November 15, 2017 Filed Nov 15, 2017 21:38 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 1,500 | $46.50 | $69,750.00 |
DisclosureSEC source: 0001437749-17-019469 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,525 F1 · shares: The sale reported on this Form 4 was effected pursuant to a rule 10b5-1 Sales Plan adopted by the reporting person on June 27, 2017. F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| August 16, 2017 Filed Aug 16, 2017 21:58 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 1,500 | $41.75 | $62,625.00 |
DisclosureSEC source: 0001437749-17-014918 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,025 F1 · shares: The sale reported on this Form 4 was effected pursuant to a rule 10b5-1 Sales Plan adopted by the reporting person on June 27, 2017. F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| May 15, 2017 Filed May 15, 2017 21:55 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 800 | $37.25 | $29,800.00 |
DisclosureSEC source: 0001437749-17-009294 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,525 F1 · shares: The sale reported on this Form 4 was effected pursuant to a rule 10b5-1 Sales Plan by the reporting person on July 5, 2016. F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 18:06 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 800 | $37.80 | $30,240.00 |
DisclosureSEC source: 0001437749-17-002658 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,325 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on July 5, 2016. F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:16 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionRestricted Stock · Derivative | 1,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001904 · rdgdoc.xml · derivative · entry 6 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,150 Underlying: Common Stock · 5,775 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 16:16 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 475 | $38.35 | $18,216.25 |
DisclosureSEC source: 0001437749-17-001904 · rdgdoc.xml · nonDerivative · entry 2 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,125 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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 16:16 UTC | Otter Tail Corp OTTR · Entity 4087 | Exercise / conversionCommon Stock | 1,625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-001904 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,600 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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:37 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001660 · rdgdoc.xml · derivative · entry 6 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation 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 02, 2017 Filed Feb 4, 2017 00:37 UTC | Otter Tail Corp OTTR · Entity 4087 | Tax withholdingCommon Stock | 6,729 | $37.65 | $253,346.85 |
DisclosureSEC source: 0001437749-17-001660 · rdgdoc.xml · nonDerivative · entry 2 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,975 F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:37 UTC | Otter Tail Corp OTTR · Entity 4087 | GrantCommon Stock | 14,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-001660 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,704 F1 · acquired: 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 jointly held with spouse, shares acquired individually pursuant to Restricted Stock Awards and Performance Award distributions. Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 20:38 UTC | Otter Tail Corp OTTR · Entity 4087 | SaleCommon Stock | 800 | $35.20 | $28,160.00 |
DisclosureSEC source: 0001437749-16-041743 · rdgdoc.xml · nonDerivative · entry 1 MOUG KEVIN G · CIK 0001191492 · CFO & Sr VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,732 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on July 5, 2016. F2 · balance_after: Total direct holdings include shares jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan and shares acquired 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.