Last 12 months
Inside the activity.
0 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 20, 2025 Filed Nov 21, 2025 23:27 UTC |
SHOEN MARK V10% owner
|
GiftSeries N Common Stock | 4,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001134431-25-000002 · primary_doc.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 186,013 F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:12 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211324 · ownership.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 8,150,658 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and the EJS-028 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:10 UTC |
SHOEN MARK V10% owner
|
PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211308 · ownership.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 8,150,658 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and MVS-029 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove. F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:10 UTC |
SHOEN MARK V10% owner
|
OtherSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211308 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 425,196 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and MVS-029 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove. F2 · ownership.direct: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:07 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
Blackwater Investments, Inc.10% owner
SAC HOLDING CORP10% owner
|
PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211287 · ownership.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Blackwater Investments, Inc. · CIK 0001717208 · 10% owner SAC HOLDING CORP · CIK 0001282822 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 8,150,658 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:30 UTC |
SHOEN MARK V10% owner
|
SaleSeries N Common Stock | 12,500 | $65.03 | $812,885.00 |
DisclosureSEC source: 0000950170-25-030175 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 654,711 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.0575, inclusive (weighted average of $65.0308). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F3 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:09 UTC |
SHOEN MARK V10% owner
|
SaleSeries N Common Stock | 192 | $66.03 | $12,676.80 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,211 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:09 UTC |
SHOEN MARK V10% owner
|
SaleSeries N Common Stock | 97 | $65.33 | $6,336.68 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,403 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F5 · price: The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.33, inclusive (weighted average of $65.3266). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:09 UTC |
SHOEN MARK V10% owner
|
SaleSeries N Common Stock | 123 | $66.40 | $8,166.63 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,500 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:09 UTC |
SHOEN MARK V10% owner
|
SaleSeries N Common Stock | 12,377 | $65.86 | $815,103.43 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,623 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 17:00 UTC |
Brogan John P.Director
|
SaleSeries N Common Stock | 3,000 | $67.04 | $201,105.30 |
DisclosureSEC source: 0001225208-25-001931 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,986.5298 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.00 to $67.11, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 18, 2024 Filed Feb 25, 2025 02:09 UTC |
SHOEN MARK V10% owner
|
GiftSeries N Common Stock | 752 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 190,591 F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Read SEC document |
| December 16, 2024 Filed Feb 25, 2025 02:09 UTC |
SHOEN MARK V10% owner
|
GiftSeries N Common Stock | 1,520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 191,343 F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:05 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
OtherSeries N Common Stock | 680,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-098506 · ownership.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 67,253,456 F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:05 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
OtherSeries N Common Stock | 680,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-098504 · ownership.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,253,456 F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:05 UTC |
SHOEN MARK V10% owner
|
OtherSeries N Common Stock | 680,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-098503 · ownership.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 680,000 F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F3 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:05 UTC |
SHOEN MARK V10% owner
|
OtherSeries N Common Stock | 680,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-098503 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 67,253,456 F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| March 01, 2024 Filed Apr 3, 2024 22:10 UTC |
Ducey Douglas AnthonyAdvisory Board Member
|
PurchaseCommon Stock | 100 | $64.24 | $6,424.00 |
DisclosureSEC source: 0001225208-24-004929 · doc4.xml · nonDerivative · entry 1 Ducey Douglas Anthony · CIK 0002007312 · Advisory Board Member 10b5-1 filing: No plan indicated Ownership: Indirect · Douglas & Angela Ducey Revocable Trust UAD 09/27/05 Disclosed balance after: 100 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:16 UTC |
Brogan John P.Director
|
SaleSeries N Common Stock | 1,942 | $64.32 | $124,909.44 |
DisclosureSEC source: 0001225208-24-002738 · doc4.xml · nonDerivative · entry 3 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,986.5298 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:16 UTC |
Brogan John P.Director
|
SaleSeries N Common Stock | 803 | $64.32 | $51,648.96 |
DisclosureSEC source: 0001225208-24-002738 · doc4.xml · nonDerivative · entry 2 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,928.5298 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:16 UTC |
Brogan John P.Director
|
SaleSeries N Common Stock | 255 | $64.32 | $16,401.60 |
DisclosureSEC source: 0001225208-24-002738 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,731.5298 Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:41 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021166 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,933,456 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC |
SHOEN MARK V10% owner
|
PurchaseSeries N Common Stock | 132,500 | $52.43 | $6,946,975.00 |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 192,863 F5 · kind: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F5 · price: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F6 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC |
SHOEN MARK V10% owner
|
SaleSeries N Common Stock | 132,500 | $52.43 | $6,946,975.00 |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 0 F5 · kind: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F5 · price: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC |
SHOEN MARK V10% owner
|
OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 132,500 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC |
SHOEN MARK V10% owner
|
OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 67,933,456 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F2 · balance_after: This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956. F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly-owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:38 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021164 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 67,933,456 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F2 · balance_after: This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956. F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly-owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 22:02 UTC |
Schmidt Karl A.Director · Committee Member
|
PurchaseSeries N Common Stock | 500 | $49.52 | $24,760.00 |
DisclosureSEC source: 0001225208-23-006828 · doc4.xml · nonDerivative · entry 3 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,000 Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 22:02 UTC |
Schmidt Karl A.Director · Committee Member
|
PurchaseSeries N Common Stock | 500 | $49.61 | $24,804.80 |
DisclosureSEC source: 0001225208-23-006828 · doc4.xml · nonDerivative · entry 2 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,500 Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 22:02 UTC |
Schmidt Karl A.Director · Committee Member
|
PurchaseSeries N Common Stock | 500 | $49.65 | $24,825.00 |
DisclosureSEC source: 0001225208-23-006828 · doc4.xml · nonDerivative · entry 1 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,000 Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 00:17 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 24,900 | $56.41 | $1,404,711.09 |
DisclosureSEC source: 0001062993-23-007829 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · SAC Holding Corporation Disclosed balance after: 24,900 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiary of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 00:16 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 24,900 | $56.41 | $1,404,711.09 |
DisclosureSEC source: 0001062993-23-007828 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · SAC Holding Corporation Disclosed balance after: 24,900 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. is a wholly-owned subsidiaries of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc. Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 00:16 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 24,900 | $56.41 | $1,404,711.09 |
DisclosureSEC source: 0001062993-23-007827 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · SAC Holding Corporation Disclosed balance after: 24,900 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| February 15, 2023 Filed Feb 15, 2023 20:15 UTC |
Brogan John P.Director
|
SaleSeries N Common Stock | 3,000 | $58.69 | $176,070.30 |
DisclosureSEC source: 0001225208-23-001958 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,986.5298 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 22:18 UTC |
Brogan John P.Director
|
PurchaseSeries N Common Stock | 36.5298 | $54.69 | $1,997.81 |
DisclosureSEC source: 0001225208-23-000464 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,986.5298 F1 · shares: Shares acquired under a broker automatic dividend reinvestment plan. F2 · balance_after: On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 45,669 | $66.18 | $3,022,420.09 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 6 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,324,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 42,302 | $65.66 | $2,777,549.32 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 5 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,278,331 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 27,029 | $64.87 | $1,753,236.09 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,236,029 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 45,669 | $66.17 | $3,022,100.41 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,324,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 42,302 | $65.68 | $2,778,353.06 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,278,331 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 27,029 | $64.87 | $1,753,263.11 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,236,029 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:50 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 45,669 | $66.18 | $3,022,420.09 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 6 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,324,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.866: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:50 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 42,302 | $65.66 | $2,777,549.32 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 5 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,278,331 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.866: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:50 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 27,029 | $64.87 | $1,753,236.09 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,236,029 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.866: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Feb 21, 2023 22:06 UTC |
Herrera Richard JayDirector
|
PurchaseSeries N Common Stock | 90 | $61.67 | $5,550.30 |
DisclosureSEC source: 0001225208-23-002420 · doc4.xml · nonDerivative · entry 2 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 90 Read SEC document |
| December 08, 2022 Filed Feb 21, 2023 22:06 UTC |
Herrera Richard JayDirector
|
PurchaseSeries N Common Stock | 90 | $61.90 | $5,571.00 |
DisclosureSEC source: 0001225208-23-002420 · doc4.xml · nonDerivative · entry 1 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90 Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 2,200 | $65.00 | $143,000.00 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,209,000 F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 96,087 | $64.54 | $6,201,647.15 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,206,800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 35,013 | $63.82 | $2,234,354.60 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,110,713 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 2,200 | $65.00 | $143,000.00 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,209,000 F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.