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.
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 (OTTR) Schedule 13G/A amendment filed by The Vanguard Group reports 0 shares beneficially owned and 0% of the class. The filing states Vanguard completed an internal realignment on January 12, 2026 and certain subsidiaries will report disaggregated holdings per SEC Release No. 34-39538 (January 12, 1998).
The filing is signed by Ashley Grim on 03/27/2026 and indicates Vanguard and its managed accounts retain rights to dividends or proceeds for reported securities where applicable.
Otter Tail Power Company, a wholly owned subsidiary of Otter Tail Corporation, entered into a private note purchase agreement for $170,000,000 of senior unsecured notes. The deal includes $100,000,000 of 5.33% Series 2026A Notes due March 19, 2036 and $70,000,000 of 6.04% Series 2026B Notes due June 4, 2056.
The Series 2026A Notes were issued immediately, while the Series 2026B Notes are expected to be issued on June 4, 2026, subject to customary closing conditions. The agreement imposes covenants limiting mergers, asset sales, liens, guarantees, affiliate transactions, and sets financial tests capping interest-bearing debt at 65% of total capitalization and priority indebtedness at 20% of total capitalization.
The notes may be prepaid, generally with a make-whole amount, although specified dates near maturity allow prepayment at par without make-whole. A change of control triggers an offer to prepay at par plus accrued interest. The company plans to use proceeds for capital expenditures, debt refinancing, and general corporate purposes.
Otter Tail Corporation reported full-year 2025 earnings of $275,893,000, or $6.55 diluted earnings per share, and generated $385,985,000 of cash from operations. The company recorded a utility-sector leading return on equity of 16 and announced an indicated annual dividend of $2.31 per share after a 10 increase in early 2026.
The company plans significant Electric-segment investment with a $1.9B capital plan for 2026-2030, including solar projects (Solway $80M, 50 MW; Abercrombie ~$450M, 295 MW) and a 75 MW battery storage project (~$120M). Plastics produced strong earnings of $170,400,000 while Manufacturing earned $11,517,000. Shares outstanding were ~41.9 million.