Quick Takeaways
- 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
What Changed
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Why This Matters
- 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.
Source 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 29 Apr 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 by the holder's primary source 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
|
6,391,447
|
$516,492,845 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,059,480
|
$408,856,579 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
1,561,440
|
$126,179,966 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,019,262
|
$82,384,745 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
850,729
|
$68,750,934 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
810,638
|
$65,507,656 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
562,289
|
$45,438,631 | — | 31 Dec 2025 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Individual |
—
class O/S missing
|
554,733
|
$44,827,974 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
536,941
|
$43,390,000 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
532,691
|
$43,046,760 | — | 31 Dec 2025 | |
| GABELLI FUNDS LLC |
13F
|
Company |
—
class O/S missing
|
469,100
|
$37,907,971 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
418,928
|
$33,853,588 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
414,778
|
$33,518,210 | — | 31 Dec 2025 | |
| Charles S. Macfarlane |
3/4/5
|
President & CEO |
—
mixed-class rows
|
339,507
mixed-class rows
|
$29,238,976 | — | 10 Feb 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
358,577
|
$28,976,614 | — | 31 Dec 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
—
class O/S missing
|
344,149
|
$27,810,681 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
329,157
|
$26,599,190 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
325,120
|
$26,272,972 | — | 31 Dec 2025 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
—
class O/S missing
|
272,350
|
$22,008,604 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
—
class O/S missing
|
271,653
|
$21,952,279 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
248,239
|
$20,060,194 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
231,178
|
$18,681,494 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
—
class O/S missing
|
205,346
|
$16,594,049 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
—
class O/S missing
|
201,274
|
$16,264,952 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
199,623
|
$16,131,534 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
193,919
|
$15,670,594 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
173,429
|
$14,014,796 | — | 31 Dec 2025 | |
| John D. Erickson |
3/4/5
|
Director |
—
class O/S missing
|
153,605
|
$13,481,924 | — | 13 Apr 2026 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
161,100
|
$13,018,491 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
152,022
|
$12,284,898 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
146,518
|
$11,840,120 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
139,137
|
$11,243,661 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
136,237
|
$11,010,000 | — | 31 Dec 2025 | |
| Kevin G. Moug |
3/4/5
|
CFO & Sr VP |
—
mixed-class rows
|
121,969
mixed-class rows
|
$10,418,627 | — | 31 Dec 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
128,413
|
$10,377,055 | — | 31 Dec 2025 | |
| Bank & Trust Co |
13F
|
Company |
—
class O/S missing
|
122,016
|
$9,860,113 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
115,209
|
$9,310,039 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
112,021
|
$9,052,417 | — | 31 Dec 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
—
class O/S missing
|
111,894
|
$9,042,000 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
103,327
|
$8,349,855 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
98,493
|
$7,959,239 | — | 31 Dec 2025 | |
| Phocas Financial Corp. |
13F
|
Company |
—
class O/S missing
|
97,678
|
$7,893,359 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
97,311
|
$7,863,680 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
95,588
|
$7,724,466 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
93,303
|
$7,539,815 | — | 31 Dec 2025 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
92,524
|
$7,476,864 | — | 31 Dec 2025 | |
| WHITTIER TRUST CO |
13F
|
Company |
—
class O/S missing
|
90,046
|
$7,374,768 | — | 31 Dec 2025 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
88,703
|
$7,168,089 | — | 31 Dec 2025 | |
| Nathan I. Partain |
3/4/5
|
Director |
—
class O/S missing
|
80,130
|
$7,033,017 | — | 13 Apr 2026 | |
| Squarepoint Ops LLC |
13F
|
Company |
—
class O/S missing
|
83,926
|
$6,782,060 | — | 31 Dec 2025 |
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.