Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | OTTR | Common Stock | Options Exercise | +9.03K | +8.01% | 122K | Feb 6, 2023 | Direct | F1 | ||
transaction | OTTR | Common Stock | Tax liability | -$276K | -4.23K | -3.48% | $65.34 | 117K | Feb 6, 2023 | Direct | F2, F3 |
holding | OTTR | Common Stock | 42.7K | Feb 6, 2023 | by Grantor Retained Annuity Trust | ||||||
holding | OTTR | Common Stock | 75.5K | Feb 6, 2023 | by Spousal Lifetime Access Trust | ||||||
holding | OTTR | Common Stock | 2.84K | Feb 6, 2023 | by ESOP |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | OTTR | Restricted Stock Units | Options Exercise | $0 | -1.98K | -100% | $0.00* | 0 | Feb 6, 2023 | Common Stock | 0 | Direct | F1, F4 | |
transaction | OTTR | Restricted Stock Units | Options Exercise | $0 | -2K | -50% | $0.00 | 2K | Feb 6, 2023 | Common Stock | 2K | Direct | F1, F4 | |
transaction | OTTR | Restricted Stock Units | Options Exercise | $0 | -2.88K | -33.33% | $0.00 | 5.75K | Feb 6, 2023 | Common Stock | 5.75K | Direct | F1, F4 | |
transaction | OTTR | Restricted Stock Units | Options Exercise | $0 | -2.18K | -25% | $0.00 | 6.53K | Feb 6, 2023 | Common Stock | 6.53K | Direct | F1, F4 |
Id | Content |
---|---|
F1 | Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. |
F2 | These shares were withheld by the Corporation to pay taxes due upon vesting of this award, exempt pursuant to Rule 16b-3(e). |
F3 | Total direct holdings include shares acquired through the Dividend Reinvestment Plan, the Employee Stock Purchase Plan and shares acquired pursuant to Stock Options, Restricted Stock Awards, Restricted Stock Units and Performance Share Awards. |
F4 | The restricted stock units vest in four equal annual installments beginning the date shown above. |