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 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
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
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
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.
Otter Tail Corporation filed an initial ownership report showing that new director Steven P. Rasche, who joined the board effective January 1, 2026, beneficially owns 100.64 shares of common stock. The filing classifies his holdings as owned in direct form, meaning the shares are held in his own name rather than through an intermediary entity. This Form 3 serves as the baseline disclosure of Rasche’s equity position as he begins his role on the board of directors.
Otter Tail Corporation announced upcoming board changes and new director appointments. Longtime director Steven L. Fritze plans to retire from the Board at the 2026 Annual Meeting of Shareholders after reaching the mandatory retirement age under the company’s director retirement policy.
Effective January 1, 2026, the Board has appointed Christopher B. Clark, a utility industry executive with more than 30 years of experience and former President of Northern States Power Company, and Steve P. Rasche, a finance and utility veteran with 40 years of leadership experience and former CFO of Spire Inc., as directors. Clark will serve on the Audit and Corporate Governance Committees and is expected to stand for election at the 2027 Annual Shareholder Meeting, while Rasche will serve on the Audit and Compensation and Human Capital Management Committees and is expected to stand for election at the 2028 Annual Shareholder Meeting.
Both new directors will receive board compensation consistent with other non-employee directors, including an $80,000 annual cash retainer, $10,500 per standing committee, an annual restricted stock grant valued at approximately $130,000, and an additional restricted stock grant of about $32,500 for their partial first year, with all restricted stock vesting over three years.