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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 09-Apr-24 2:41 PM View:  | Otter Tail Corp (OTTR) | 08-Apr-24 | Grant | 2,000 | -- | -- | 3% 73.55K to 75.55K | |
| 08-Nov-23 3:45 PM View: | Northwest Natural Holding Co (NWN) | 06-Nov-23 | Acquisition | 225 | $37.75 | $8,482.76 | 2% 10.14K to 10.37K | |
| 08-Aug-23 3:08 PM View: | Northwest Natural Holding Co (NWN) | 04-Aug-23 | Acquisition | 212 | $41.33 | $8,759.07 | 2% 9.9K to 10.11K | |
| 09-May-23 4:44 PM View: | Northwest Natural Holding Co (NWN) | 05-May-23 | Acquisition | 176 | $47.05 | $8,288.09 | 2% 9.69K to 9.87K | 5% |
| 19-Apr-23 12:55 PM View: | Otter Tail Corp (OTTR) | 17-Apr-23 | Grant | 2,000 | -- | -- | 3% 71.37K to 73.37K | |
| 01-Mar-23 1:42 PM View: | Northwest Natural Holding Co (NWN) | 27-Feb-23 | Acquisition | 179 | $47.75 | $8,546.63 | 2% 9.51K to 9.69K | 3% |
| 14-Nov-22 5:15 PM View: | Northwest Natural Holding Co (NWN) | 09-Nov-22 | Acquisition | 364 | $45.40 | $16,510.70 | 4% 9.1K to 9.47K | |
| 09-Aug-22 1:49 PM View: | Northwest Natural Holding Co (NWN) | 05-Aug-22 | Acquisition | 314 | $52.56 | $16,497.60 | 4% 8.77K to 9.09K | (6%) |
| 09-May-22 6:08 PM View: | Northwest Natural Holding Co (NWN) | 05-May-22 | Acquisition | 336 | $49.02 | $16,481.20 | 4% 8.42K to 8.76K | < 1% |
| 13-Apr-22 10:06 AM View: | Otter Tail Corp (OTTR) | 11-Apr-22 | Grant | 2,000 | -- | -- | 3% 69.19K to 71.19K | |
| 13-Apr-22 10:06 AM View: | Otter Tail Corp (OTTR) | 10-Mar-22 | Gift | 62,561 | -- | -- | 943% 6.63K to 69.19K | |
| 02-Mar-22 4:52 PM View: | Northwest Natural Holding Co (NWN) | 28-Feb-22 | Acquisition | 326 | $52.01 | $16,957.50 | 4% 8.1K to 8.42K | (5%) |
| 10-Nov-21 2:40 PM View: | Northwest Natural Holding Co (NWN) | 08-Nov-21 | Acquisition | 302 | $45.73 | $13,812.30 | 4% 7.78K to 8.08K | (1%) |
| 24-Jan-22 10:00 PM View: | Otter Tail Corp (OTTR) | 05-Nov-21 | Gift | 62,561 | -- | -- | 948% 6.6K to 69.16K | |
| 10-Aug-21 5:23 PM View: | Northwest Natural Holding Co (NWN) | 06-Aug-21 | Acquisition | 249 | $53.43 | $13,317.60 | 3% 7.52K to 7.77K | (1%) |
| 10-May-21 2:24 PM View: | Northwest Natural Holding Co (NWN) | 06-May-21 | Acquisition | 244 | $54.67 | $13,315.40 | 3% 7.28K to 7.52K | < 1% |
| 13-Apr-21 4:49 PM View: | Otter Tail Corp (OTTR) | 12-Apr-21 | Grant | 2,600 | -- | -- | 4% 66.46K to 69.06K | |
| 03-Mar-21 4:06 PM View: | Northwest Natural Holding Co (NWN) | 01-Mar-21 | Acquisition | 276 | $48.25 | $13,336.80 | 4% 7.0K to 7.28K | (< 1%) |
| 22-Apr-20 12:57 PM View: | Otter Tail Corp (OTTR) | 20-Apr-20 | Grant | 2,400 | -- | -- | 4% 61.89K to 64.29K | |
| 10-Apr-19 10:19 AM View: | Otter Tail Corp (OTTR) | 08-Apr-19 | Grant | 2,100 | -- | -- | 4% 58.19K to 60.29K | |
| 10-Apr-18 5:04 PM View: | Otter Tail Corp (OTTR) | 09-Apr-18 | Grant | 2,500 | -- | -- | 5% 54.23K to 56.73K | |
| 12-Apr-17 1:24 PM View: | Otter Tail Corp (OTTR) | 10-Apr-17 | Grant | 2,200 | -- | -- | 4% 50.56K to 52.76K | |
| 05-Aug-16 9:40 AM View: | Duff & Phelps Select Mlp & ... (DSE) | 04-Aug-16 | Market Purchase | 12,500 | $7.93 | $99,128.80 | 89% 14.0K to 26.5K | (45%) |
| 03-May-16 2:25 PM View: | Duff & Phelps Select Mlp & ... (DSE) | 03-May-16 | Market Purchase | 14,000 | $7.43 | $103,965.00 | 100% 0 to 14.0K | (40%) |
| 12-Apr-16 4:04 PM View: | Otter Tail Corp (OTTR) | 11-Apr-16 | Grant | 2,900 | -- | -- | 6% 46.07K to 48.97K | |
| 15-Apr-15 5:27 PM View: | Otter Tail Corp (OTTR) | 13-Apr-15 | Grant | 1,900 | -- | -- | 4% 42.41K to 44.31K | |
| 15-Apr-14 5:58 PM View: | Otter Tail Corp (OTTR) | 14-Apr-14 | Grant | 2,100 | -- | -- | 5% 38.81K to 40.91K | |
| 09-Apr-13 2:37 PM View: | Otter Tail Corp (OTTR) | 08-Apr-13 | Grant | 2,000 | -- | -- | 6% 35.41K to 37.41K | |
| 25-Sep-12 4:13 PM View: | DNP Select Income Fund Inc. (DNP) | 21-Sep-12 | Exercise (in-the money or at-the-money) | 3,764 | $9.57 | $36,021.50 | 12% 30.31K to 34.08K | (37%) |
| 17-Apr-12 12:02 PM View: | Otter Tail Corp (OTTR) | 16-Apr-12 | Grant | 3,000 | -- | -- | 10% 30.97K to 33.97K | |
| 05-Oct-11 10:54 AM View: | Duff & Phelps Utility & Inf... (DPG) | 03-Oct-11 | Market Purchase | 2,000 | $17.93 | $35,856.00 | 100% 0 to 2.0K | (49%) |
| 27-Apr-11 5:55 PM View: | DNP Select Income Fund Inc. (DNP) | 27-Apr-11 | Market Purchase | 1,000 | $9.63 | $9,628.05 | 4% 26.15K to 27.15K | (31%) |
| 12-Apr-11 9:08 AM View: | Otter Tail Corp (OTTR) | 11-Apr-11 | Grant | 3,000 | -- | -- | 11% 26.52K to 29.52K | |
| 13-Apr-10 12:01 PM View: | Otter Tail Corp (OTTR) | 12-Apr-10 | Grant | 3,100 | -- | -- | 14% 22.21K to 25.31K | |
| 30-Nov-09 1:42 PM View: | Otter Tail Corp (OTTR) | 27-Nov-09 | Option Exercise | 2,000 | $19.75 | $39,500.00 | 10% 19.76K to 21.76K | |
| 26-May-09 12:13 PM View: | DNP Select Income Fund Inc. (DNP) | 26-May-09 | Market Purchase | 5,500 | $7.59 | $41,722.80 | 31% 17.71K to 23.21K | 3% |
| 21-Apr-09 6:03 PM View: | Otter Tail Corp. (OTTR) | 20-Apr-09 | Grant | 3,600 | -- | -- | 23% 15.71K to 19.31K | |
| 02-Jan-09 12:03 PM View: | DNP Select Income Fund Inc. (DNP) | 02-Jan-09 | Market Purchase | 3,500 | $6.25 | $21,875.00 | 26% 13.53K to 17.03K | 26% |
| 15-Apr-08 4:57 PM View: | Otter Tail Corp. (OTTR) | 14-Apr-08 | Grant | 2,500 | -- | -- | 20% 12.63K to 15.13K | |
| 11-Apr-07 10:52 AM View: | Otter Tail Corp. (OTTR) | 09-Apr-07 | Grant | 1,900 | $35.04 | $66,585.50 | 73% 2.6K to 4.5K | 40% |
| 12-Apr-06 2:57 PM View: | Otter Tail Corp. (OTTR) | 10-Apr-06 | Grant | 2,200 | $28.24 | $62,117.00 | 116% 1.9K to 4.1K | 80% |
| 13-Apr-05 6:43 PM View: | Otter Tail Corp. (OTTR) | 11-Apr-05 | Grant | 1,300 | $24.93 | $32,409.00 | 72% 1.8K to 3.1K | 112% |
| 14-Apr-04 10:00 PM View: | Otter Tail Corp. (OTTR) | 12-Apr-04 | Grant | 1,200 | $26.50 | $31,794.00 | 81% 1.48K to 2.67K | 109% |