Welcome to our dedicated page for Otter Tail SEC filings (Ticker: OTTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Otter Tail Corporation (NASDAQ: OTTR) files a range of documents with the U.S. Securities and Exchange Commission as a Minnesota-incorporated public company listed on The Nasdaq Stock Market LLC. This page provides access to those SEC filings, along with AI-powered tools that help explain the content of lengthy reports and highlight key points for investors following OTTR.
Core filings for Otter Tail include annual reports on Form 10-K, which describe the structure and performance of its Electric, Manufacturing, and Plastics segments, outline risk factors, and provide detailed financial statements. Quarterly reports on Form 10-Q update segment results, cash flows, and capital expenditure plans, including utility rate base investments, manufacturing capacity expansions, and plastics operations.
The company also submits current reports on Form 8-K to disclose material events. Recent 8-K filings have covered topics such as consolidated financial results for specific quarters and changes to the Board of Directors, including director retirements and the appointment of new board members with utility and finance experience. These filings help investors track significant developments between periodic reports.
In addition, Otter Tail’s SEC record may include proxy statements related to executive and director compensation and corporate governance matters, as well as Form 4 insider transaction reports when officers and directors buy or sell OTTR shares. Monitoring these documents can provide insight into governance practices and insider activity.
Stock Titan’s platform enhances this information by offering AI-generated summaries of Otter Tail’s 10-K and 10-Q filings, clarifying complex sections and calling out items such as segment performance drivers, regulatory updates, and capital spending plans. Real-time EDGAR updates ensure new OTTR filings appear promptly, while structured access to Form 4 and other documents helps investors quickly locate the specific information they need.
Otter Tail Corp Senior Vice President Todd R. Wahlund received a grant of 300 Restricted Stock Units on April 13, 2026. Each unit represents a contingent right to receive one share of Otter Tail common stock, issued as part of his equity-based compensation.
The filing shows existing restricted stock unit awards that vest over a four-year period and direct common stock holdings. Direct holdings include shares acquired through the dividend reinvestment plan, the Employee Stock Purchase Plan, and prior restricted stock unit distributions, reflecting a mix of salary, incentive, and reinvested ownership.
ROGELSTAD TIMOTHY J reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp President Timothy J. Rogelstad received a grant of 1,400 restricted stock units on April 13, 2026. Each unit represents a contingent right to cash equal to the fair market value of one common share and vests in four equal annual installments. After this award, he also holds 61,089 common shares directly and 3,371 shares indirectly through an ESOP.
Smestad Jennifer O. reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp reported that SVP, General Counsel & Corporate Secretary Jennifer O. Smestad received a grant of 5,800 restricted stock units (RSUs) on common stock. Each RSU represents a contingent right to receive one share of Otter Tail stock, and these units vest on April 8, 2031.
After this grant, Smestad’s direct holdings include 19,137 shares of common stock plus multiple RSU awards covering 325, 500, 900 and 1,100 underlying shares that vest in four equal annual installments beginning on their stated dates. She also has 488 shares held indirectly through an ESOP. The filing shows no open-market buys or sells, only this compensation-related award.
Otter Tail Corp VP and CFO Tyler J. Nelson received a grant of 800 restricted stock units on Common Stock on 2026-04-13 as compensation. The award has a zero exercise price and each unit represents a contingent right to receive one share of Otter Tail Corporation stock.
According to the filing, these restricted stock units vest in four equal annual installments beginning 2027-02-06 and four years from the dates shown for certain prior awards. After the reported transactions, Nelson holds 4,355 shares of Common Stock directly, including shares acquired through the Employee Stock Purchase Plan and restricted stock unit distributions, as well as multiple outstanding restricted stock unit awards.
Otter Tail Corporation reported results from its Annual Shareholder Meeting held in a virtual format on April 13, 2026. Shareholders representing 34,713,440 of 41,953,525 entitled common shares participated in person or by proxy.
All three director nominees—Jeanne H. Crain, John D. Erickson, and Nathan I. Partain—were re-elected to three-year terms ending at the 2029 Annual Shareholder Meeting. Shareholders also approved, on a non-binding advisory basis, the compensation of the Named Executive Officers and ratified Deloitte & Touche LLP as independent registered public accounting firm.
In addition, shareholders approved an amendment and restatement of the Company’s Bylaws to add an exclusive forum provision, which designates a specific court as the sole forum for certain legal disputes involving the Company.
Otter Tail Corp VP and Chief Financial Officer Nelson Tyler J filed an initial ownership report showing direct holdings of 4,355 shares of Common Stock. The filing also lists several restricted stock unit (RSU) awards, each representing a contingent right to receive one share of Otter Tail stock.
One RSU grant relates to 600 underlying Common Stock shares that became exercisable on April 8, 2023, and another relates to 1,400 underlying shares tied to a April 8, 2024 date. Two additional RSU awards each cover 550 underlying shares with dates of April 8, 2024 and April 8, 2025.
Footnotes state that total direct holdings include shares acquired through the Employee Stock Purchase Plan and from restricted stock unit distributions, and that RSUs vest four years from the date shown, with each unit representing a contingent right to receive one share of Otter Tail Corporation stock.
Otter Tail Corp director Kathryn O. Johnson received a grant of 1,500 shares of Common Stock as restricted stock under the 2023 Stock Incentive Plan on April 13, 2026. The grant will vest in near-equal installments of one-third per year beginning April 8, 2027. After this award, she directly holds 29,453 shares, reflecting compensation-based share acquisition rather than an open-market purchase.
Otter Tail Corp director Mary E. Ludford reported an equity award of 1,500 shares of Common Stock. The shares were granted on April 13, 2026 as Restricted Stock under the 2023 Stock Incentive Plan and carry no purchase price, reflecting stock-based compensation rather than an open-market buy.
The grant will vest in near-equal installments of one-third per year beginning April 8, 2027, spreading ownership over roughly three years. After this award, Ludford’s total direct holdings are 7,071 shares, including shares previously acquired individually and through Restricted Stock Award distributions.
Otter Tail Corporation announced several executive leadership changes linked to its long-term succession plan. Tim Rogelstad was elected President of Otter Tail Corporation, moving from his prior role leading Otter Tail Power Company and the electric platform, while Chuck MacFarlane remains Chief Executive Officer.
Todd Wahlund stepped down as Chief Financial Officer to become Senior Vice President and President of Otter Tail Power Company, and Tyler Nelson was elected Vice President and Chief Financial Officer of the Corporation.
Compensation packages include base salaries of $540,000 for Rogelstad, $525,000 for Wahlund, and $465,000 for Nelson, with cash incentive targets and long-term equity incentives. In addition, Senior Vice President and General Counsel Jennifer Smestad received $500,000 in restricted stock units that cliff vest on April 8, 2031 as a retention award, with accelerated vesting upon certain Change in Control events.
ERICKSON JOHN D reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp director John D. Erickson received a grant of 1,500 shares of Common Stock on April 13, 2026 as an equity award. The award was made under the 2023 Stock Incentive Plan as Restricted Stock.
The granted shares will vest in near-equal installments of one-third per year beginning April 8, 2027, spreading the benefit over three years. After this grant, Erickson directly holds 3,133 shares. He also has indirect holdings of Common Stock through a trust and an IRA, reported separately.