John D. Erickson

OTTR

DIRECTOR · OTTER TAIL CORP · CIK 0001191483

FILING MIX · LIFETIME63%/37%

BUYS

SELLS

TOTAL VALUE

$938.0K

COMPANIES

ACTIVE SINCE

Apr 2020

HOLDINGS NOW

3,133

AVG SELL PX

$67.00

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by John D. Erickson, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	3	+33.33%	+0.50%	+0.22%	+0.28%	+1.01%	—
14d	3	+33.33%	+0.15%	-0.66%	+0.80%	+0.83%	—
30d	3	+33.33%	+3.80%	+0.14%	+3.66%	+4.86%	—
60d	3	+33.33%	+5.24%	+2.35%	+2.89%	+4.82%	—
90d	3	+33.33%	+10.72%	+3.24%	+7.48%	+6.54%	—
180d	3	+33.33%	+15.84%	+3.47%	+12.37%	+7.52%	—
1y	3	+33.33%	+6.51%	+11.29%	-4.78%	-2.71%	—
2y	3	+0.00%	+21.86%	+34.05%	-12.19%	-13.48%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

OTTR · 3,133 shares · as of Apr 13, 2026

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

2022

2023

2024

2025

2026

FLOW · 10 buys / 6 sellsCOVERAGE · 25 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	1,500	—	—	3,133	Apr 13, 2026	Apr 14, 2026 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	1,700	—	—	3,233	Apr 13, 2025	Apr 14, 2025 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	1,500	—	—	3,132	Apr 8, 2024	Apr 9, 2024 ↗	View →
OTTR OTTER TAIL CORP	SALEGRANT Gift	2,500	—	—	140,989	Nov 20, 2023	Nov 20, 2023 ↗	View →
OTTR OTTER TAIL CORP	SALE	2,500	$77.36	$193.4K	0	Nov 20, 2023	Nov 20, 2023 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Gift	2,500	—	—	2,500	Nov 20, 2023	Nov 20, 2023 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	1,600	—	—	3,400	Apr 17, 2023	Apr 19, 2023 ↗	View →
OTTR OTTER TAIL CORP	SALE	2,000	$56.31	$112.6K	0	Nov 21, 2022	Nov 22, 2022 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Gift	2,000	—	—	2,000	Nov 21, 2022	Nov 22, 2022 ↗	View →
OTTR OTTER TAIL CORP	SALEGRANT Gift	2,000	—	—	141,656	Nov 21, 2022	Nov 22, 2022 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	1,700	—	—	3,633	Apr 11, 2022	Apr 12, 2022 ↗	View →
OTTR OTTER TAIL CORP	SALEGRANT Gift	9,500	—	—	141,856	Nov 17, 2021	Nov 18, 2021 ↗	View →
OTTR OTTER TAIL CORP	SALE	9,500	$66.52	$632.0K	0	Nov 17, 2021	Nov 18, 2021 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Gift	9,500	—	—	9,500	Nov 17, 2021	Nov 18, 2021 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	2,000	—	—	3,733	Apr 12, 2021	Apr 13, 2021 ↗	View →
OTTR OTTER TAIL CORP	PURCHASEGRANT Stock grant	1,800	—	—	4,049	Apr 20, 2020	Apr 22, 2020 ↗	View →

Other insiders · OTTR

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About this filer

CIK 0001191483

ROLE

Director

PRIMARY

OTTR

COMPANIES

ACTIVE SINCE

Apr 2020

MARKETPEEL · /INSIDER/0001191483DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

John D. Erickson

The morning brief, before the bell.