As of April 22, 2026, Otter Tail's top three insider holders are Charles S Macfarlane (President Ceo, 251.60K shares), John D Erickson (Director, 140.99K shares), Kevin G Moug (Cfo Sr Vp, 119.40K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Charles S Macfarlane | President Ceo | 251,597 | 0 | 12 Feb, 2026 |
| John D Erickson | - | 0 | 140,989 | 20 Nov, 2023 |
| Kevin G Moug | Cfo Sr Vp | 119,401 | 0 | 02 Jan, 2024 |
| Nathan I Partain | - | 0 | 62,561 | 13 Apr, 2022 |
| Nathan I Partain | - | 0 | 62,561 | 13 Apr, 2022 |
| Nathan I Partain | - | 0 | 62,561 | 13 Apr, 2022 |
| Timothy J Rogelstad | Sr Vp, Electric Platform | 61,080 | 0 | 12 Feb, 2026 |
| John S Abbott | Sr Vp, Manufacturing Platform | 50,896 | 0 | 12 Feb, 2026 |
| James B Stake | - | 46,794 | 0 | 12 Apr, 2022 |
| James B Stake | - | 46,794 | 0 | 12 Apr, 2022 |
| James B Stake | - | 46,794 | 0 | 12 Apr, 2022 |
| Karen Bohn | - | 45,850 | 0 | 19 Apr, 2023 |
| Steven L Fritze | - | 30,533 | 0 | 14 Apr, 2025 |
| Kathryn O Johnson | - | 29,453 | 0 | 14 Apr, 2026 |
| Paul L Knutson | Vp, Human Resources | 24,983 | 0 | 12 Feb, 2026 |
| Jennifer O. Smestad | Vp, General Council Corp Sec | 19,137 | 0 | 12 Feb, 2026 |
| Thomas J Webb | - | 17,600 | 0 | 14 Apr, 2026 |
| Timothy J O'Keefe | - | 0 | 11,943 | 07 Dec, 2021 |
| Nathan I Partain | - | 10,969 | 0 | 14 Apr, 2026 |
| Todd R Wahlund | Chief Financial Officer | 10,347 | 0 | 09 Apr, 2026 |
| Todd R Wahlund | Chief Financial Officer | 10,347 | 0 | 09 Apr, 2026 |
| Todd R Wahlund | Chief Financial Officer | 10,029 | 0 | 09 Feb, 2026 |
| Michael E Lebeau | - | 9,300 | 0 | 14 Apr, 2026 |
| Nathan I Partain | - | 8,741 | 0 | 14 Apr, 2025 |
| Nathan I Partain | - | 8,741 | 0 | 14 Apr, 2025 |
| Jeanne H Crain | - | 7,071 | 0 | 14 Apr, 2026 |
| Mary E Ludford | - | 7,071 | 0 | 14 Apr, 2026 |
| John D Erickson | President Ceo | 3,133 | 0 | 14 Apr, 2026 |
| Steven P Rasche | - | 2,000 | 0 | 14 Apr, 2026 |
| Christopher B Clark | - | 1,900 | 0 | 14 Apr, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Apr, 2026 | Tyler J Nelson | Restricted Stock Units | A | 800 | $0.00 | 800 | D | A |
| 13 Apr, 2026 | Timothy J Rogelstad | Restricted Stock Units | A | 1,400 | $0.00 | 1,400 | D | A |
| 13 Apr, 2026 | Jennifer O. Smestad | Restricted Stock Units | A | 5,800 | $0.00 | 5,800 | D | A |
| 13 Apr, 2026 | Todd R Wahlund | Restricted Stock Units | A | 300 | $0.00 | 300 | D | A |
| 13 Apr, 2026 | Nathan I Partain | Common Stock | A | 2,000 | - | 10,969 | D | A |
| 13 Apr, 2026 | Jeanne H Crain | Common Stock | A | 1,500 | - | 7,071 | D | A |
| 13 Apr, 2026 | Thomas J Webb | Common Stock | A | 1,500 | - | 17,600 | D | A |
| 13 Apr, 2026 | Kathryn O Johnson | Common Stock | A | 1,500 | - | 29,453 | D | A |
| 13 Apr, 2026 | Mary E Ludford | Common Stock | A | 1,500 | - | 7,071 | D | A |
| 13 Apr, 2026 | John D Erickson | Common Stock | A | 1,500 | - | 3,133 | D | A |
| 13 Apr, 2026 | Christopher B Clark | Common Stock | A | 1,900 | - | 1,900 | D | A |
| 13 Apr, 2026 | Michael E Lebeau | Common Stock | A | 1,500 | - | 9,300 | D | A |
| 13 Apr, 2026 | Steven P Rasche | Common Stock | A | 1,900 | - | 2,000 | D | A |
| 08 Apr, 2026 | Todd R Wahlund | Common Stock | A | 460 | $90.11 | 10,533 | D | M |
| 08 Apr, 2026 | Todd R Wahlund | Common Stock | D | 186 | $90.11 | 10,347 | D | F |
| 08 Apr, 2026 | Todd R Wahlund | Restricted Stock Units | D | 460 | $0.00 | 0 | D | M |
| 11 Feb, 2026 | Timothy J Rogelstad | Common Stock | A | 8,400 | $86.43 | 65,292 | D | A |
| 11 Feb, 2026 | Jennifer O. Smestad | Common Stock | A | 6,000 | $86.43 | 22,168 | D | A |
| 11 Feb, 2026 | Paul L Knutson | Common Stock | A | 3,600 | $86.43 | 26,575 | D | A |
| 11 Feb, 2026 | John S Abbott | Common Stock | A | 8,400 | $86.43 | 55,105 | D | A |