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 16, 2022 Filed Nov 19, 2022 00:04 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 47,087 | $52.75 | $2,483,745.08 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_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: 47,087 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 00:02 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 1,079 | $55.04 | $59,382.77 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_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: 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 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 16, 2022 Filed Nov 19, 2022 00:02 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 101,483 | $54.49 | $5,530,113.12 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_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: 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 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 16, 2022 Filed Nov 19, 2022 00:02 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 174,351 | $53.43 | $9,316,271.33 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_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: 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 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 16, 2022 Filed Nov 19, 2022 00:02 UTC |
SHOEN EDWARD JDirector · President · 10% owner
|
PurchaseCommon Stock | 47,087 | $52.75 | $2,483,745.08 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_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: 47,087 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 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 16, 2022 Filed Nov 19, 2022 00:02 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 1,079 | $55.04 | $59,382.77 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_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: 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 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 00:02 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 101,483 | $54.49 | $5,530,113.12 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_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: 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 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 00:02 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 174,351 | $53.43 | $9,316,271.33 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_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: 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 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 00:02 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
Clarendon Strategies, LLC10% owner
|
PurchaseCommon Stock | 47,087 | $52.75 | $2,483,745.08 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_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: 47,087 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 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 |
| June 10, 2022 Filed Jun 10, 2022 19:15 UTC |
Schmidt Karl A.Director · Committee Member
|
PurchaseCommon Stock | 200 | $471.50 | $94,300.00 |
DisclosureSEC source: 0001225208-22-007922 · doc4.xml · nonDerivative · entry 1 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:21 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042487 · form4.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,433,207 F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove, using Common Stock. F3 · ownership.nature: Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Mark Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Mark Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:21 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042487 · form4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 25,106 F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove, using Common Stock. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:21 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042487 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 33,654 F1 · kind: In connection with an estate planning transaction, the EJS-028 Trust received shares of Common Stock in settlement of a promissory note due from Mark Shoen. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC |
SHOEN MARK V10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,433,207 F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove. F4 · ownership.nature: Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Edward Shoen and (b) owned by a trust associated with the reporting person a trust associated with Edward Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to thrae extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC |
SHOEN MARK V10% owner
|
OtherCommon Stock | 14,750 | $720.75 | $10,631,062.50 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 25,106 F3 · kind: Transfer of shares for value to family trust of which the Reporting Person is a trustee. The reporting person disclaims beneficial ownership of common stock held by the EJS-208 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC |
SHOEN MARK V10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 10,356 F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC |
SHOEN MARK V10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 18,904 F1 · kind: In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC |
SHOEN MARK V10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,752 F1 · kind: In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:17 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042483 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 840,323 F1 · kind: In connection with an estate planning transaction, Blackwater Investments received shares of Common Stock in settlement of a promissory note due from the EJS-028 Trust. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:35 UTC |
SHOEN EDWARD JDirector · Chairman, President · 10% owner
|
PurchaseCommon Stock | 14,750 | $720.75 | $10,631,062.50 |
DisclosureSEC source: 0001225208-21-015163 · doc4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 25,106 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:35 UTC |
SHOEN EDWARD JDirector · Chairman, President · 10% owner
|
SaleCommon Stock | 14,750 | $720.75 | $10,631,062.50 |
DisclosureSEC source: 0001225208-21-015163 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32 Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 17:08 UTC |
Brogan John P.Director
|
SaleCommon Stock | 250 | $706.20 | $176,548.85 |
DisclosureSEC source: 0001225208-21-014826 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 Read SEC document |
| November 09, 2021 Filed Dec 20, 2021 23:19 UTC |
SHOEN MARK V10% owner
|
GiftCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 Read SEC document |
| November 09, 2021 Filed Jun 26, 2024 18:29 UTC |
Herrera Richard JayDirector
|
PurchaseCommon Stock | 5 | $752.19 | $3,760.95 |
DisclosureSEC source: 0001225208-24-007003 · doc4.xml · nonDerivative · entry 2 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 5 Read SEC document |
| November 02, 2021 Filed Jun 26, 2024 18:29 UTC |
Herrera Richard JayDirector
|
PurchaseCommon Stock | 5 | $744.95 | $3,724.75 |
DisclosureSEC source: 0001225208-24-007003 · doc4.xml · nonDerivative · entry 1 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 Read SEC document |
| June 16, 2021 Filed Jun 29, 2021 19:06 UTC |
Martz CarrieAdvisory Board Member
|
PurchaseCommon Stock | 5 | $536.86 | $2,684.32 |
DisclosureSEC source: 0001225208-21-009694 · doc4.xml · nonDerivative · entry 1 Martz Carrie · CIK 0001870091 · Advisory Board Member 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5 Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 683 | $538.82 | $368,014.06 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 831,775 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 1,028 | $538.00 | $553,064.00 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 831,092 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (1) and (2) of this Form 4. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 99 | $539.69 | $53,429.31 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 830,064 Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 80,000 | $552.06 | $44,164,800.00 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 829,965 Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
PurchaseCommon Stock | 683 | $538.82 | $368,014.06 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,424,659 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive. F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Mark V. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
PurchaseCommon Stock | 1,028 | $538.00 | $553,064.00 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,423,976 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Mark V. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
PurchaseCommon Stock | 99 | $539.69 | $53,429.31 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,422,948 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Mark V. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
PurchaseCommon Stock | 80,000 | $552.06 | $44,164,800.00 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,422,849 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Mark V. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 683 | $538.82 | $368,014.06 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,424,659 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive. F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 1,028 | $538.00 | $553,064.00 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,423,976 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 99 | $539.69 | $53,429.31 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,422,948 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 80,000 | $552.06 | $44,164,800.00 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,422,849 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2021 Filed Jun 11, 2021 18:36 UTC |
De Respino Laurence JGeneral Counsel
|
SaleCommon Stock | 75 | $558.73 | $41,904.75 |
DisclosureSEC source: 0001225208-21-009276 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 11, 2021 Filed Jun 16, 2021 20:40 UTC |
SHOEN MARK V10% owner
|
GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,616 Read SEC document |
| March 19, 2021 Filed Mar 19, 2021 19:52 UTC |
De Respino Laurence JGeneral Counsel
|
SaleCommon Stock | 100 | $603.00 | $60,300.00 |
DisclosureSEC source: 0001225208-21-005683 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:54 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 45 | $449.22 | $20,214.90 |
DisclosureSEC source: 0001140361-20-029220 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,849 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:52 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
PurchaseCommon Stock | 45 | $449.22 | $20,214.90 |
DisclosureSEC source: 0001140361-20-029217 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,849 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Mark V. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:51 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 45 | $449.22 | $20,214.90 |
DisclosureSEC source: 0001140361-20-029212 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 749,965 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:24 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 1,090 | $430.05 | $468,754.50 |
DisclosureSEC source: 0001140361-20-028641 · form4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 749,920 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:23 UTC |
SHOEN MARK V10% owner
|
GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-028640 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,416 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:23 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 1,090 | $430.05 | $468,754.50 |
DisclosureSEC source: 0001140361-20-028640 · form4.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,804 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:23 UTC |
SHOEN EDWARD JDirector · Chairman/President · 10% owner
|
PurchaseCommon Stock | 1,090 | $430.05 | $468,754.50 |
DisclosureSEC source: 0001140361-20-028639 · form4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,804 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Mark V. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:24 UTC |
Willow Grove Holdings LP10% owner
Foster Road LLC10% owner
|
PurchaseCommon Stock | 3,910 | $428.13 | $1,673,988.30 |
DisclosureSEC source: 0001140361-20-028641 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 748,830 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:23 UTC |
SHOEN MARK V10% owner
|
PurchaseCommon Stock | 3,910 | $428.13 | $1,673,988.30 |
DisclosureSEC source: 0001140361-20-028640 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,341,714 F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove 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.