0001466593-24-000059.txt : 20240313 0001466593-24-000059.hdr.sgml : 20240313 20240313095216 ACCESSION NUMBER: 0001466593-24-000059 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240312 FILED AS OF DATE: 20240313 DATE AS OF CHANGE: 20240313 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MACFARLANE CHARLES S CENTRAL INDEX KEY: 0001278053 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-53713 FILM NUMBER: 24744821 MAIL ADDRESS: STREET 1: 215 S CASCADE ST CITY: FERGUS FALLS STATE: MN ZIP: 56537-2801 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Otter Tail Corp CENTRAL INDEX KEY: 0001466593 STANDARD INDUSTRIAL CLASSIFICATION: ELECTRIC SERVICES [4911] ORGANIZATION NAME: 01 Energy & Transportation IRS NUMBER: 270383995 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 215 S CASCADE ST STREET 2: PO BOX 496 CITY: FERGUS FALLS STATE: MN ZIP: 56538-0496 BUSINESS PHONE: 866-410-8780 MAIL ADDRESS: STREET 1: 215 S CASCADE ST STREET 2: PO BOX 496 CITY: FERGUS FALLS STATE: MN ZIP: 56538-0496 FORMER COMPANY: FORMER CONFORMED NAME: Otter Tail Holding Co DATE OF NAME CHANGE: 20090618 4 1 wk-form4_1710337928.xml FORM 4 X0508 4 2024-03-12 0 0001466593 Otter Tail Corp OTTR 0001278053 MACFARLANE CHARLES S 215 SOUTH CASCADE STREET FERGUS FALLS MN 56537 0 1 0 0 President & CEO 0 Common Stock 2024-03-12 4 G 0 23046 0 D 0 I by Grantor Retained Annuity Trust Common Stock 194649 D Common Stock 75459 I by Spousal Lifetime Access Trust Common Stock 2923 I by ESOP On March 1, 2021, the reporting person contributed 54,884 shares of Otter Tail Corporation common stock to a grantor retained annuity trust for the benefit of himself and his two adult children. Upon termination of the trust on March 12, 2024, 23,046 of the shares were transferred to the trusts of the reporting person`s children and 9,072 shares were distributed back to the reporting person`s direct holdings. The remaining 22,766 shares were previously distributed to the reporting person and continue to be reported in this Form 4 as directly owned. 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. /s/ Charles S. MacFarlane by James A. Versteeg, Attorney-in-Fact 2024-03-13