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