| Due Diligence for Asset Managers |
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| Otter Tail Corp | |
|---|---|
| Ticker | OTTR |
| CIK # | 0001466593 |
| CUSIP | 689648103 |
| Sector | Energy & Transportation - Electric Services |
| Address | 215 S Cascade St PO Box 496, Fergus Falls, MN 56538-0496 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001466593] | 10-K | |
| [0001466593] | 10-Q | |
| [0001466593] | 3 | |
| [0001466593] | 4 | |
| [0001466593] | 5 | |
| [0001466593] | 8-K | |
| [0001466593] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Vanguard Capital Management LLC | Otter Tail Corp | [2026-04-30] | 0.0 |
| Vanguard Portfolio Management LLC | Otter Tail Corp | [2026-04-29] | 0.0 |
| BlackRock Inc | Otter Tail Corp | [2015-02-03] | 5.5 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Abbott John S
Common Stock
|
2026-02-11 | Tax withheld | 4,209 | $86.43 | 363,784 |
|
Rogelstad Timothy J
Common Stock
|
2026-02-11 | Tax withheld | 4,212 | $86.43 | 364,043 |
|
Smestad Jennifer O
Common Stock
|
2026-02-11 | Grant | 6,000 | $86.43 | 518,580 |
|
Knutson Paul L
Common Stock
|
2026-02-11 | Grant | 3,600 | $86.43 | 311,148 |
|
Smestad Jennifer O
Common Stock
|
2026-02-11 | Tax withheld | 3,031 | $86.43 | 261,969 |
|
Knutson Paul L
Common Stock
|
2026-02-11 | Tax withheld | 1,592 | $86.43 | 137,597 |
|
MacFarlane Charles S
Common Stock
|
2026-02-11 | Tax withheld | 23,515 | $86.43 | 2,032,401 |
|
Rogelstad Timothy J
Common Stock
|
2026-02-11 | Grant | 8,400 | $86.43 | 726,012 |
|
MacFarlane Charles S
Common Stock
|
2026-02-11 | Grant | 47,700 | $86.43 | 4,122,711 |
|
Abbott John S
Common Stock
|
2026-02-11 | Grant | 8,400 | $86.43 | 726,012 |
|
MacFarlane Charles S
Restricted Stock Units · derivative
|
2026-02-10 | Grant | 9,400 | $0.00 | |
|
Rogelstad Timothy J
Restricted Stock Units · derivative
|
2026-02-10 | Grant | 1,600 | $0.00 | |
|
Abbott John S
Restricted Stock Units · derivative
|
2026-02-10 | Grant | 1,600 | $0.00 | |
|
Smestad Jennifer O
Restricted Stock Units · derivative
|
2026-02-10 | Grant | 1,100 | $0.00 | |
|
Knutson Paul L
Restricted Stock Units · derivative
|
2026-02-10 | Grant | 800 | $0.00 | |
|
Wahlund Todd R
Restricted Stock Units · derivative
|
2026-02-10 | Grant | 1,400 | $0.00 | |
|
Rogelstad Timothy J
Restricted Stock Units · derivative
|
2026-02-06 | Option exercise | 400 | $0.00 | |
|
Wahlund Todd R
Restricted Stock Units · derivative
|
2026-02-06 | Option exercise | 375 | $0.00 | |
|
Rogelstad Timothy J
Common Stock
|
2026-02-06 | Tax withheld | 763 | $87.83 | 67,014 |
|
Wahlund Todd R
Restricted Stock Units · derivative
|
2026-02-06 | Option exercise | 300 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 344 | 28,044,224 |
| 2025-12-31 | 354 | 27,674,363 |
| 2025-09-30 | 345 | 28,766,392 |
| 2025-06-30 | 344 | 27,551,099 |
| 2025-03-31 | 333 | 27,381,529 |
| 2024-12-31 | 323 | 27,433,663 |
| 2024-09-30 | 329 | 26,225,374 |
| 2024-06-30 | 316 | 24,701,663 |
| 2024-03-31 | 304 | 25,506,463 |
| 2023-12-31 | 298 | 25,929,493 |
| 2023-09-30 | 276 | 24,981,072 |
| 2023-06-30 | 261 | 25,312,516 |