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UHAL

U-Haul Holding Co /NV/

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3409
SEC CIK
0000004457
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115

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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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Dec 202500
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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 07, 2022 Filed Dec 9, 2022 23:52 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 96,087 $64.52 $6,199,725.41
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% 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 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 07, 2022 Filed Dec 9, 2022 23:52 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 35,013 $63.78 $2,232,954.08
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% 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 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 07, 2022 Filed Dec 9, 2022 23:50 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 2,200 $65.00 $143,000.00
Disclosure

SEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 3

SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 07, 2022 Filed Dec 9, 2022 23:50 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 96,087 $64.54 $6,201,647.15
Disclosure

SEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 2

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% 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 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 07, 2022 Filed Dec 9, 2022 23:50 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 35,013 $63.82 $2,234,354.60
Disclosure

SEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 1

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% 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 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
November 30, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 900 $62.00 $55,800.00
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 7

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,075,700

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
November 30, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 20,800 $61.88 $1,287,062.40
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_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: 1,074,800

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.625 to $61.995, 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 (4).

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
November 30, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 900 $62.00 $55,800.00
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 7

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,075,700

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
November 30, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 20,800 $61.88 $1,287,062.40
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_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: 1,074,800

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.625 to $61.995, 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 (4)

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
November 30, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 900 $62.00 $55,800.00
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 7

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: 1,075,700

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
November 30, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 20,800 $61.88 $1,287,062.40
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_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: 1,074,800

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.625 to $61.995, 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 (4).

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
November 29, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 51,567 $61.31 $3,161,624.34
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_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: 1,054,000

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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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
November 29, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 78,233 $60.51 $4,734,191.76
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_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: 1,002,433

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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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
November 29, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 200 $59.99 $11,998.00
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_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: 924,200

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
November 29, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 51,567 $61.31 $3,161,624.34
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_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: 1,054,000

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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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
November 29, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 78,233 $60.51 $4,734,191.76
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_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: 1,002,433

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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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
November 29, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 200 $59.99 $11,998.00
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 3

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 924,200

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
November 29, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 51,567 $61.31 $3,161,624.34
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_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: 1,054,000

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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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
November 29, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 78,233 $60.51 $4,734,191.76
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_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: 1,002,433

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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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
November 29, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 200 $59.99 $11,998.00
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_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: 924,200

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
November 28, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 228,555 $59.28 $13,549,426.07
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 924,000

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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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. 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
November 28, 2022 Filed Dec 1, 2022 01:42 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 92,295 $58.86 $5,432,391.41
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 695,445

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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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. 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
November 28, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 228,555 $59.28 $13,549,426.07
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 2

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 924,000

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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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. 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
November 28, 2022 Filed Dec 1, 2022 01:43 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 92,295 $58.86 $5,432,391.41
Disclosure

SEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 1

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 695,445

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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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. 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
November 28, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 228,555 $59.28 $13,549,426.07
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_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: 924,000

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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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
November 28, 2022 Filed Dec 1, 2022 01:41 UTC PurchaseCommon Stock 92,295 $58.86 $5,432,391.41
Disclosure

SEC source: 0001104659-22-123370 · tm2231708-1_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: 695,445

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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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
November 25, 2022 Filed Nov 28, 2022 21:24 UTC
GROGAN JAMES JDirector · Committee Member
PurchaseSeries N Common Stock 400 $60.20 $24,080.00
Disclosure

SEC source: 0001225208-22-011946 · doc4.xml · nonDerivative · entry 3

GROGAN JAMES J · CIK 0001187169 · Director · Committee Member

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,848

Read SEC document
November 23, 2022 Filed Nov 28, 2022 21:24 UTC
GROGAN JAMES JDirector · Committee Member
PurchaseSeries N Common Stock 120 $58.50 $7,020.00
Disclosure

SEC source: 0001225208-22-011946 · doc4.xml · nonDerivative · entry 2

GROGAN JAMES J · CIK 0001187169 · Director · Committee Member

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,448

Read SEC document
November 23, 2022 Filed Nov 28, 2022 21:24 UTC
GROGAN JAMES JDirector · Committee Member
PurchaseSeries N Common Stock 428 $58.50 $25,038.00
Disclosure

SEC source: 0001225208-22-011946 · doc4.xml · nonDerivative · entry 1

GROGAN JAMES J · CIK 0001187169 · Director · Committee Member

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,328

F1 · 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
November 18, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 600 $56.00 $33,600.00
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 10

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 603,150

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
November 18, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 3,550 $55.79 $198,040.30
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 9

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 602,550

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. 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 (4).

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
November 18, 2022 Filed Nov 19, 2022 00:02 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 600 $56.00 $33,600.00
Disclosure

SEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 10

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 603,150

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
November 18, 2022 Filed Nov 19, 2022 00:02 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 3,550 $55.79 $198,040.30
Disclosure

SEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 9

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 602,550

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. 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 (4).

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
November 18, 2022 Filed Nov 19, 2022 00:02 UTC PurchaseCommon Stock 600 $56.00 $33,600.00
Disclosure

SEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 10

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: 603,150

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
November 18, 2022 Filed Nov 19, 2022 00:02 UTC PurchaseCommon Stock 3,550 $55.79 $198,040.30
Disclosure

SEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 9

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: 602,550

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. 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 (4).

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
November 17, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 48,418 $55.11 $2,668,073.89
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 8

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 599,000

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 85,980 $54.62 $4,695,883.68
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 7

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 550,582

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 77,539 $53.36 $4,137,481.04
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_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: 464,602

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 63,063 $52.71 $3,324,050.73
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_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: 387,063

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:02 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 48,418 $55.11 $2,668,073.89
Disclosure

SEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 8

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 599,000

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:02 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 85,980 $54.62 $4,695,883.68
Disclosure

SEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 7

SHOEN EDWARD J · CIK 0000925122 · Director · President · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 550,582

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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.

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November 17, 2022 Filed Nov 19, 2022 00:02 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 77,539 $53.36 $4,137,481.04
Disclosure

SEC source: 0001104659-22-120422 · tm2230947d2_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: 464,602

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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.

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November 17, 2022 Filed Nov 19, 2022 00:02 UTC
SHOEN EDWARD JDirector · President · 10% owner
PurchaseCommon Stock 63,063 $52.71 $3,324,050.73
Disclosure

SEC source: 0001104659-22-120422 · tm2230947d2_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: 387,063

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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.

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November 17, 2022 Filed Nov 19, 2022 00:02 UTC PurchaseCommon Stock 48,418 $55.11 $2,668,073.89
Disclosure

SEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 8

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: 599,000

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:02 UTC PurchaseCommon Stock 85,980 $54.62 $4,695,883.68
Disclosure

SEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 7

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: 550,582

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:02 UTC PurchaseCommon Stock 77,539 $53.36 $4,137,481.04
Disclosure

SEC source: 0001104659-22-120421 · tm2230947d1_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: 464,602

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 17, 2022 Filed Nov 19, 2022 00:02 UTC PurchaseCommon Stock 63,063 $52.71 $3,324,050.73
Disclosure

SEC source: 0001104659-22-120421 · tm2230947d1_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: 387,063

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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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
November 16, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,079 $55.04 $59,382.77
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_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: 324,000

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 $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, 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. 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
November 16, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 101,483 $54.49 $5,530,113.12
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_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: 322,921

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 $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, 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. 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
November 16, 2022 Filed Nov 19, 2022 00:04 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 174,351 $53.43 $9,316,271.33
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 221,438

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 $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, 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. 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.