Key facts
- OTTR - Otter Tail Corp has 21 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 21 Insiders of Otter Tail Corp
- Symbol
- OTTR on Nasdaq
- Location
- Fergus Falls, MN
Change
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Research use
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 23 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Otter Tail Corp executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Charles S. Macfarlane | President & CEO | $29,238,976 | Mixed | 10 Feb 2026 | ||
| John D. Erickson | Director | $13,481,924 | Median | 13 Apr 2026 | ||
| Kevin G. Moug | CFO & Sr VP | $10,418,627 | Mixed | 31 Dec 2023 | ||
| Nathan I. Partain | Director | $7,033,017 | Median | 13 Apr 2026 | ||
| Timothy J. Rogelstad | President | $5,780,538 | Mixed | 13 Apr 2026 | ||
| John S. Abbott | Sr VP, Manufacturing Platform | $4,961,525 | Mixed | 10 Feb 2026 | ||
| James B. Stake | Director | $3,990,358 | Mixed | 11 Apr 2022 | ||
| Karen Bohn | Director | $3,909,859 | Mixed | 17 Apr 2023 | ||
| Johnson Kathryn O | Director | $2,585,092 | Median | 13 Apr 2026 | ||
| Steven L. Fritze | Director | $2,301,883 | Mixed | 13 Apr 2025 | ||
| Smestad Jennifer O | SVP General Counsel & Corp Sec | $2,231,553 | Mixed | 13 Apr 2026 | ||
| Paul L. Knutson | VP, Human Resources | $2,227,472 | Mixed | 10 Feb 2026 | ||
| Thomas J. Webb | Director | $1,544,753 | Median | 13 Apr 2026 | ||
| Timothy J. O'Keefe | Director | $1,404,905 | Mixed | 06 Dec 2021 | ||
| Todd R. Wahlund | Senior Vice President | $1,204,380 | Mixed | 13 Apr 2026 | ||
| Michael E. LeBeau | Director | $816,261 | Median | 13 Apr 2026 | ||
| Mary E. Ludford | Director | $620,622 | Median | 13 Apr 2026 | ||
| Jeanne H. Crain | Director | $620,622 | Median | 13 Apr 2026 | ||
| Tyler J. Nelson | VP, Chief Financial Officer | $452,454 | Mixed | 13 Apr 2026 | ||
| Steven P. Rasche | Director | $175,540 | Median | 13 Apr 2026 | ||
| Christopher B. Clark | Director | $166,763 | Median | 13 Apr 2026 |
Top shareholders of Otter Tail Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
6,424,374
|
$563,867,321 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
2,947,184
|
$258,674,340 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,865,713
|
$163,753,630 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
1,569,348
|
$137,741,674 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,054,887
|
$92,610,086 | — | 31 Mar 2026 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
1,042,913
|
$91,536,000 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
815,241
|
$71,550,046 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
662,934
|
$58,185,717 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
654,434
|
$57,439,727 | — | 31 Mar 2026 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
606,504
|
$53,232,855 | — | 31 Mar 2026 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
—
class O/S missing
|
569,933
|
$50,023,019 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
524,121
|
$46,002,100 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
485,351
|
$42,599,279 | — | 31 Mar 2026 | |
| GABELLI FUNDS LLC |
13F
|
Company |
—
class O/S missing
|
467,200
|
$41,006,144 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
432,012
|
$37,917,693 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
399,426
|
$35,057,620 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
350,608
|
$30,772,864 | — | 31 Mar 2026 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
—
class O/S missing
|
342,000
|
$30,017,340 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
336,483
|
$29,533,130 | — | 31 Mar 2026 | |
| Charles S. Macfarlane |
3/4/5
|
President & CEO |
—
mixed-class rows
|
339,507
mixed-class rows
|
$29,238,976 | — | 10 Feb 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
339,633
|
$29,116,754 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
—
class O/S missing
|
272,408
|
$23,909,250 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
267,854
|
$23,509,546 | — | 31 Mar 2026 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
—
class O/S missing
|
264,800
|
$23,241,496 | — | 31 Mar 2026 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
252,376
|
$22,151,042 | — | 31 Mar 2026 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
231,889
|
$20,352,898 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
225,173
|
$19,763,435 | — | 31 Mar 2026 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
198,660
|
$17,436,388 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
189,228
|
$16,608,542 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
178,161
|
$15,637,000 | — | 31 Mar 2026 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
—
class O/S missing
|
167,565
|
$14,707,223 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
156,553
|
$13,740,657 | — | 31 Mar 2026 | |
| John D. Erickson |
3/4/5
|
Director |
—
class O/S missing
|
153,605
|
$13,481,924 | — | 13 Apr 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
132,470
|
$11,628,000 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
130,211
|
$11,428,619 | — | 31 Mar 2026 | |
| Bank & Trust Co |
13F
|
Company |
—
class O/S missing
|
119,236
|
$10,465,344 | — | 31 Mar 2026 | |
| Kevin G. Moug |
3/4/5
|
CFO & Sr VP |
—
mixed-class rows
|
121,969
mixed-class rows
|
$10,418,627 | — | 31 Dec 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
117,441
|
$10,307,797 | — | 31 Mar 2026 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
112,072
|
$9,836,559 | — | 31 Mar 2026 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
110,811
|
$9,725,881 | — | 31 Mar 2026 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
99,012
|
$8,766,523 | — | 31 Mar 2026 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
98,929
|
$8,682,975 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
95,749
|
$8,403,847 | — | 31 Mar 2026 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
95,162
|
$8,352,369 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
94,571
|
$8,300,496 | — | 31 Mar 2026 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
94,077
|
$8,257,138 | — | 31 Mar 2026 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
90,439
|
$7,937,831 | — | 31 Mar 2026 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
89,909
|
$7,891,313 | — | 31 Mar 2026 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
—
class O/S missing
|
85,866
|
$7,536,459 | — | 31 Mar 2026 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
—
class O/S missing
|
81,968
|
$7,194,331 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for Otter Tail Corp
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Todd R. Wahlund | OTTR | Restricted Stock Units | Award | 300 | 300 | 13 Apr 2026 | Direct | |||
| Timothy J. Rogelstad | OTTR | Restricted Stock Units | Award | 1,400 | 1,400 | 13 Apr 2026 | Direct | |||
| Smestad Jennifer O | OTTR | Restricted Stock Units | Award | 5,800 | 5,800 | 13 Apr 2026 | Direct | |||
| Tyler J. Nelson | OTTR | Restricted Stock Units | Award | 800 | 800 | 13 Apr 2026 | Direct | |||
| Johnson Kathryn O | OTTR | Common Stock | Award | 5.37% | 1,500 | 29,453 | 13 Apr 2026 | Direct | ||
| Mary E. Ludford | OTTR | Common Stock | Award | 26.9% | 1,500 | 7,071 | 13 Apr 2026 | Direct | ||
| John D. Erickson | OTTR | Common Stock | Award | 91.9% | 1,500 | 3,133 | 13 Apr 2026 | Direct | ||
| Jeanne H. Crain | OTTR | Common Stock | Award | 26.9% | 1,500 | 7,071 | 13 Apr 2026 | Direct | ||
| Thomas J. Webb | OTTR | Common Stock | Award | 9.32% | 1,500 | 17,600 | 13 Apr 2026 | Direct | ||
| Steven P. Rasche | OTTR | Common Stock | Award | 1900% | 1,900 | 2,000 | 13 Apr 2026 | Direct | ||
| Christopher B. Clark | OTTR | Common Stock | Award | 1,900 | 1,900 | 13 Apr 2026 | Direct | |||
| Michael E. LeBeau | OTTR | Common Stock | Award | 19.2% | 1,500 | 9,300 | 13 Apr 2026 | Direct | ||
| Nathan I. Partain | OTTR | Common Stock | Award | 22.3% | 2,000 | 10,969 | 13 Apr 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Common Stock | Tax liability | -1.77% | -186 | 10,347 | 08 Apr 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Common Stock | Options Exercise | 4.57% | 460 | 10,533 | 08 Apr 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Restricted Stock Units | Options Exercise | -100% | -460 | 0 | 08 Apr 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Tax liability | -7.64% | -4,209 | 50,896 | 11 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Award | 18% | 8,400 | 55,105 | 11 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Tax liability | -6.45% | -4,212 | 61,080 | 11 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Award | 14.8% | 8,400 | 65,292 | 11 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Tax liability | -8.55% | -23,515 | 251,597 | 11 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Award | 21% | 47,700 | 275,112 | 11 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Tax liability | -5.99% | -1,592 | 24,983 | 11 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Award | 15.7% | 3,600 | 26,575 | 11 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Common Stock | Tax liability | -13.7% | -3,031 | 19,137 | 11 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Common Stock | Award | 37.1% | 6,000 | 22,168 | 11 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Restricted Stock Units | Award | 1,600 | 1,600 | 10 Feb 2026 | Direct | |||
| Timothy J. Rogelstad | OTTR | Restricted Stock Units | Award | 1,600 | 1,600 | 10 Feb 2026 | Direct | |||
| Charles S. Macfarlane | OTTR | Restricted Stock Units | Award | 9,400 | 9,400 | 10 Feb 2026 | Direct | |||
| Paul L. Knutson | OTTR | Restricted Stock Units | Award | 800 | 800 | 10 Feb 2026 | Direct | |||
| Smestad Jennifer O | OTTR | Restricted Stock Units | Award | 1,100 | 1,100 | 10 Feb 2026 | Direct | |||
| Todd R. Wahlund | OTTR | Restricted Stock Units | Award | 1,400 | 1,400 | 10 Feb 2026 | Direct | |||
| Todd R. Wahlund | OTTR | Common Stock | Tax liability | -1.17% | -119 | 10,029 | 06 Feb 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Common Stock | Options Exercise | 7.13% | 675 | 10,148 | 06 Feb 2026 | Direct | ||
| Todd R. Wahlund | OTTR | Restricted Stock Units | Options Exercise | -52.9% | -675 | 600 | 06 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Tax liability | -1.32% | -763 | 56,892 | 06 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Common Stock | Options Exercise | 2.9% | 1,625 | 57,655 | 06 Feb 2026 | Direct | ||
| Timothy J. Rogelstad | OTTR | Restricted Stock Units | Options Exercise | -100% | -1,625 | 0 | 06 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Tax liability | -1.85% | -4,277 | 227,412 | 06 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Common Stock | Options Exercise | 4.1% | 9,125 | 231,689 | 06 Feb 2026 | Direct | ||
| Charles S. Macfarlane | OTTR | Restricted Stock Units | Options Exercise | -100% | -9,125 | 0 | 06 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Tax liability | -1.61% | -763 | 46,705 | 06 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Common Stock | Options Exercise | 3.54% | 1,625 | 47,468 | 06 Feb 2026 | Direct | ||
| John S. Abbott | OTTR | Restricted Stock Units | Options Exercise | -100% | -1,625 | 0 | 06 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Tax liability | -1.2% | -279 | 22,975 | 06 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Common Stock | Options Exercise | 3.1% | 700 | 23,254 | 06 Feb 2026 | Direct | ||
| Paul L. Knutson | OTTR | Restricted Stock Units | Options Exercise | -100% | -700 | 0 | 06 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Common Stock | Tax liability | -3.24% | -541 | 16,168 | 06 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Common Stock | Options Exercise | 7.39% | 1,150 | 16,709 | 06 Feb 2026 | Direct | ||
| Smestad Jennifer O | OTTR | Restricted Stock Units | Options Exercise | -100% | -1,150 | 0 | 06 Feb 2026 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.