Every Form 4 that Otter Tail Corp (OTTR) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow OTTR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OTTR filings page.
Otter Tail Corp VP, Human Resources Paul L. Knutson reported indirect sales of Otter Tail common stock held for his children. On 2026-08-10, 250 shares held "By son" were sold at $92.84 per share, and on 2026-08-11, 475 shares held "By daughter" were sold at $94.63 per share, each in a single transaction. After these sales, the Form 4 shows 0 indirect shares remaining in each of those accounts, while direct holdings total 20,770 shares, including shares acquired through dividend reinvestment, an Employee Stock Purchase Plan, Restricted Stock Awards, and Performance Share Awards.
Otter Tail Corp officer Paul L. Knutson, VP, Human Resources, reported multiple transactions in Common Stock on 2026-08-07. He sold 3,500 shares in open-market or private transactions at a $93.11 weighted average price, with individual sale prices ranging from $92.74 to $93.32 per share. He also completed bona fide gifts totaling 1,450 shares, including 475 shares given to his daughter and 250 shares to his son, which are now reported as indirect holdings of 475 shares "By daughter" and 250 shares "By son". Direct holdings are described as including shares acquired through dividend reinvestment, an Employee Stock Purchase Plan, and equity awards.
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 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.
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.
Crain Jeanne H reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp director Jeanne H. Crain received a grant of 1,500 shares of Common Stock as restricted stock under the 2023 Stock Incentive Plan on April 13, 2026. The award, with a stated fair market value of $91.15, vests in near-equal one-third installments each year beginning April 8, 2027. Following this grant, her direct holdings total 7,071 shares, including prior restricted stock distributions.
Otter Tail Corp director Thomas J. Webb received an equity grant of 1,500 shares of common stock on April 13, 2026 as a restricted stock award under the 2023 Stock Incentive Plan. The grant is compensation, not an open-market purchase, and is recorded at a fair market value of $91.15.
The restricted shares will vest in near-equal installments of one-third per year, beginning April 8, 2027, tying Webb’s compensation to longer-term company performance. Following this award, his direct holdings total 17,600 shares, including shares acquired individually and through prior restricted stock distributions.
Rasche Steven P reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp director Steven P. Rasche reported receiving a grant of 1,900 shares of Common Stock on April 13, 2026. The shares were awarded at no cash cost to him as Restricted Stock under the company’s 2023 Stock Incentive Plan.
The restricted shares will vest in near-equal installments of one-third per year beginning April 8, 2027, creating a three-year vesting schedule. After this grant and prior restricted stock distributions, Rasche now directly holds 2,000 shares of Otter Tail common stock.
Otter Tail Corp director Christopher B. Clark received a grant of 1,900 shares of Common Stock as a restricted stock award under the 2023 Stock Incentive Plan. The grant, dated April 13, 2026, has a stated fair market value of $91.15.
The restricted shares will vest in near-equal installments of one-third per year, beginning on April 8, 2027, providing Clark with a long-term equity incentive. After this award, his total direct holdings listed in this filing are 1,900 shares, including shares acquired individually and through restricted stock distributions.
LeBeau Michael E reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp director Michael E. LeBeau reported an award of 1,500 shares of Common Stock. The shares are a grant of Restricted Stock under the 2023 Stock Incentive Plan at no cash cost to him.
The grant made on April 13, 2026 will vest in near-equal installments of one-third per year beginning April 8, 2027. After this award, LeBeau directly holds 9,300 shares in total, including prior Restricted Stock distributions and shares received under Otter Tail Corporation's Compensation Plan for Outside Directors.
PARTAIN NATHAN I reported acquisition or exercise transactions in this Form 4 filing.
Otter Tail Corp director Nathan I. Partain reported receiving a grant of 2,000 shares of Common Stock on April 13, 2026, classified as a grant or award rather than an open-market purchase. The shares are Restricted Stock issued under the 2023 Stock Incentive Plan and carry a stated fair market value of $91.15.
The Restricted Stock will vest in near-equal installments of one-third per year beginning April 8, 2027. After this award, Partain holds 10,969 shares directly, plus indirect holdings of 1,600 shares through an IRA and 67,561 shares through a trust.
Otter Tail Corp Chief Financial Officer Todd R. Wahlund exercised 460 restricted stock units into Common Stock. The shares were valued at $90.11 each for reporting purposes. To cover tax obligations, 186 shares of Common Stock were withheld, leaving a net increase of 274 shares in his direct holdings.
After these transactions, Wahlund directly owns 10,347 shares of Otter Tail Common Stock. He also has indirect ownership of 3,068 shares through an ESOP and 7 shares held by his spouse, and retains multiple tranches of unvested restricted stock units that each convert into one share when they vest.
Otter Tail Corp senior vice president John S. Abbott reported equity awards and related share movements. On February 11, 2026, he acquired 8,400 shares of common stock at $86.43 per share through a grant tied to performance share vesting. The company simultaneously withheld 4,209 shares at the same price to cover taxes due on the vesting.
After these transactions, Abbott directly owned 50,896 shares of Otter Tail common stock, plus 5,000 shares held indirectly by a trust. On February 10, 2026, he also received a grant of 1,600 restricted stock units, each representing a contingent right to one share, which vest in four equal annual installments beginning February 6, 2027 alongside existing RSU awards of 450, 700, and 1,275 units.
Otter Tail Corp senior vice president Timothy J. Rogelstad reported equity compensation and related share movements. On February 11, 2026, he acquired 8,400 shares of common stock at $86.43 per share upon vesting of a 2023 performance share award, then had 4,212 shares withheld by the company at the same price to cover taxes. After these transactions he directly owned 61,080 common shares, plus 3,337 shares held indirectly through an ESOP. On February 10, 2026, he also received a grant of 1,600 restricted stock units, each representing one future share, which vest in four equal annual installments starting February 6, 2027, alongside previously reported RSU balances scheduled to vest in 2024, 2025, and 2026.
Otter Tail Corp President & CEO Charles S. MacFarlane reported equity awards and related tax withholding. He acquired 47,700 shares of common stock on February 11, 2026 at $86.43 per share upon vesting of a 2023 performance share award, and 23,515 shares were withheld to cover taxes at the same price, leaving 251,597 directly held shares.
On February 10, 2026, he was granted 9,400 restricted stock units, each representing one future share, bringing his RSU holdings to 9,400 units plus existing tranches of 2,500, 3,950 and 7,425 units that vest in four equal annual installments beginning on the dates shown. He also indirectly holds 3,051 shares through an ESOP and 75,459 shares through a Spousal Lifetime Access Trust.
Otter Tail Corp VP of Human Resources Paul L. Knutson reported equity awards and related tax withholding. He acquired 3,600 shares of common stock at $86.43 per share upon vesting of a 2023 performance share award, with 1,592 shares withheld to cover taxes. After these transactions, he directly owns 24,983 common shares. Knutson also received a grant of 800 restricted stock units, each representing one share, which vest in four equal annual installments beginning on the stated vesting dates.
Otter Tail Corp VP and General Counsel Jennifer O. Smestad reported equity awards and related share movements in company stock. On February 11, 2026, she acquired 6,000 shares of common stock at $86.43 per share upon vesting of a 2023 performance share award, then had 3,031 shares withheld at the same price to cover taxes. After these transactions, she directly owned 19,137 common shares and indirectly held 488 shares through an ESOP.
On February 10, 2026, she was granted 1,100 restricted stock units at a conversion price of $0, each representing one share of Otter Tail common stock. These RSUs vest in four equal annual installments beginning February 6, 2027, and she also reported existing RSU positions of 325, 500, and 900 units with earlier vesting schedules.
Otter Tail Corporation’s Chief Financial Officer Todd R. Wahlund reported an equity compensation grant on a Form 4. On February 10, 2026, he acquired 1,400 restricted stock units (RSUs), with no cash price shown for the award.
Each RSU represents a contingent right to receive one share of Otter Tail Corporation common stock. These RSUs are scheduled to vest in four equal annual installments beginning on February 6, 2027. The filing also lists existing RSU awards and common stock positions that he holds directly, through an ESOP, and via his spouse.
Otter Tail Corporation’s Chief Financial Officer Todd R. Wahlund reported equity award activity on February 6, 2026. He acquired 675 shares of common stock through the vesting and settlement of restricted stock units, and the company withheld 119 shares at a price of $87.83 per share to cover taxes due on the award.
Following these transactions, Wahlund directly held 10,029 shares of common stock. He also had indirect holdings of 7 shares through a spouse and 3,048 shares through an ESOP. His derivative holdings included restricted stock units covering 600 shares and 1,125 shares, plus additional RSUs scheduled to vest based on earlier grant dates.
Otter Tail Corporation senior vice president Timothy J. Rogelstad reported equity compensation activity involving company stock. On February 6, 2026, restricted stock units converted into 1,625 shares of common stock, increasing his directly held position.
To cover taxes due at vesting, the corporation withheld 763 shares at a price of $87.83 per share under a tax-withholding transaction. After these transactions, Rogelstad directly owned 56,892 shares of Otter Tail common stock, plus 3,337 shares held indirectly through an ESOP.
Otter Tail Corporation’s President & CEO Charles S. MacFarlane reported routine equity award activity. On February 6, 2026, restricted stock units converted into 9,125 shares of common stock, reflecting vesting of prior grants.
To cover withholding taxes on this vesting, the company retained 4,277 shares at a price of $87.83 per share, as indicated by transaction code "F". Following these transactions, MacFarlane directly held 227,412 common shares, with additional indirect holdings of 75,459 shares through a Spousal Lifetime Access Trust and 3,051 shares via an ESOP.
Otter Tail Corporation senior vice president John S. Abbott reported equity award vesting and related share movements. On 02/06/2026, 1,625 shares of common stock were acquired following the vesting of restricted stock units, increasing direct holdings to 46,705 shares, plus 5,000 shares held indirectly by a trust.
The company withheld 763 shares at $87.83 to cover taxes due upon vesting, as noted in the footnotes. Several tranches of restricted stock units vested and were settled into common shares, with each unit representing the right to receive one Otter Tail share. Some RSU awards are now fully settled, while others continue as remaining balances.
Otter Tail Corporation VP of Human Resources Paul L. Knutson reported equity award activity involving common stock and restricted stock units. On February 6, 2026, 700 shares of common stock were acquired following the conversion of restricted stock units. Of these, 279 shares were withheld by the company at $87.83 per share to cover taxes due upon vesting, as described in the footnotes. After these transactions, Knutson directly held 22,975 shares of Otter Tail common stock. The filing also shows multiple restricted stock unit awards that vest in four equal annual installments beginning on their respective grant dates.
Otter Tail Corporation VP Jennifer O. Smestad reported the vesting and settlement of restricted stock units on February 6, 2026. Four RSU grants converted into a total of 1,150 shares of common stock, each unit equal to one share. To cover taxes due at vesting, the company withheld 541 shares at $87.83 per share, treated as a tax transaction under Rule 16b-3(e). After these transactions, Smestad directly owned 16,168 common shares and also had 488 shares held indirectly through an ESOP. The RSU awards vest in four equal annual installments starting from their original grant dates.