Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | OTTR | Common Stock | Award | $543K | +8.4K | +21.13% | $64.65 | 48.2K | Feb 7, 2023 | Direct | F1 |
transaction | OTTR | Common Stock | Tax liability | -$274K | -4.23K | -8.79% | $64.65 | 43.9K | Feb 7, 2023 | Direct | F2, F3 |
holding | OTTR | Common Stock | 3.06K | Feb 7, 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 | Award | $0 | +1.8K | $0.00 | 1.8K | Feb 7, 2023 | Common Stock | 1.8K | Direct | F4, F5 | ||
holding | OTTR | Restricted Stock Units | 400 | Feb 7, 2023 | Common Stock | 400 | Direct | F4, F5 | ||||||
holding | OTTR | Restricted Stock Units | 1.15K | Feb 7, 2023 | Common Stock | 1.15K | Direct | F4, F5 | ||||||
holding | OTTR | Restricted Stock Units | 1.2K | Feb 7, 2023 | Common Stock | 1.2K | Direct | F4, F5 |
Id | Content |
---|---|
F1 | Represents shares received upon the vesting of certain performance criteria in connection with a Performance Share Award (granted in 2020). |
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 jointly held with spouse, shares acquired individually through the Employee Stock Purchase Plan, and shares acquired pursuant to Restricted Stock Awards and Performance Share Awards. |
F4 | Each restricted stock unit represents a contingent right to receive one share of Otter Tail Corporation stock. |
F5 | The restricted stock units vest in four equal annual installments beginning the date shown above. |