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The OT is the "Original Trainer", the one who originally encountered the Pokemon and caught it.

The HT is the "Handling Trainer", the one who is currently handing (is in possession of) the Pokemon.

If you ever received a Pokemon in a trade from someone else, you become the new handling trainer, while the trainer data of the person who encountered it is preserved as the OT. That way you can still see the OT's details in-game even if you got the Pokemon in a trade, or trade a traded Pokemon to someone else.

The OT details are immutable and should not change. These details can affect other values and their correlations, and should therefore not change. The HT on the other hand gets updated every time the Pokemon changes hands (gets traded to another save file), unless the Pokemon is returning to the OT. If the Pokemon returns from the HT to the OT then the current trainer value gets updated only, and the HT values are preserved.

If the Pokemon is yours and has ever be traded to someone else, like for trade evolutions, a HT is required. A name, gender, and language information is sufficient here. It is proof that the Pokemon has indeed been traded, and that the evolution is valid. For example, a Gengar without any HT details should raise legality flags, unless it is a Gengar from an in-game encounter or gift (raids, static encounters, mystery gifts etc.).

If you try to create Pokemon that are version-exclusive from the other version in your save file with the same OT details for both versions, you might run into some fishy legality business. I think it would be advisable to create a valid legal template Pokemon with different OT details but for the other version of your game, and place it into your "trainers" folder. That way when you're creating version-exclusives not present in your own version, PKHeX should fill in the right details for you (using the OT from the other save file, setting the trainer from your current save as the HT, with the current trainer value pointing at the HT).

I see the OT and HT details cause a lot of confusion, so this is how I would break it down.

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