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UHAL

U-Haul Holding Co /NV/

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3409
SEC CIK
0000004457
Parsed reports
115

Last 12 months

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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
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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 14, 2020 Filed Dec 16, 2020 23:23 UTC
SHOEN EDWARD JDirector · Chairman/President · 10% owner
PurchaseCommon Stock 3,910 $428.13 $1,673,988.30
Disclosure

SEC source: 0001140361-20-028639 · 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: 8,341,714

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 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
March 24, 2020 Filed Mar 26, 2020 20:08 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 3,000 $273.41 $820,236.00
Disclosure

SEC source: 0001225208-20-005602 · doc4.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: 8,337,804

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 owned and managed by 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
March 24, 2020 Filed Mar 26, 2020 20:07 UTC PurchaseCommon Stock 3,000 $273.41 $820,236.00
Disclosure

SEC source: 0001225208-20-005600 · doc4.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: 744,920

Read SEC document
March 24, 2020 Filed Mar 26, 2020 20:08 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 3,000 $273.41 $820,236.00
Disclosure

SEC source: 0001225208-20-005601 · doc4.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: 8,337,804

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 owned and managed by a trust associated with the reporting person and 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 600 $233.54 $140,124.00
Disclosure

SEC source: 0001225208-20-005561 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 8,334,804

F2 · 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 owned and managed by 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,100 $253.36 $278,691.49
Disclosure

SEC source: 0001225208-20-005561 · doc4.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: 8,334,204

F2 · 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 owned and managed by 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,300 $225.42 $293,043.92
Disclosure

SEC source: 0001225208-20-005561 · doc4.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: 8,333,104

F2 · 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 owned and managed by 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,800 $237.62 $427,707.90
Disclosure

SEC source: 0001225208-20-005561 · doc4.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: 8,331,804

F2 · 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 owned and managed by 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 600 $233.54 $140,124.00
Disclosure

SEC source: 0001225208-20-005560 · doc4.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: 8,334,804

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 owned and managed by a trust associated with the reporting person and 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,100 $253.36 $278,691.49
Disclosure

SEC source: 0001225208-20-005560 · doc4.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: 8,334,204

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 owned and managed by a trust associated with the reporting person and 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,300 $225.42 $293,043.92
Disclosure

SEC source: 0001225208-20-005560 · doc4.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: 8,333,104

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 owned and managed by a trust associated with the reporting person and 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,800 $237.62 $427,707.90
Disclosure

SEC source: 0001225208-20-005560 · doc4.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: 8,331,804

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 owned and managed by a trust associated with the reporting person and 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
March 23, 2020 Filed Mar 24, 2020 21:11 UTC PurchaseCommon Stock 600 $233.54 $140,124.00
Disclosure

SEC source: 0001225208-20-005559 · doc4.xml · nonDerivative · entry 5

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: 741,920

Read SEC document
March 23, 2020 Filed Mar 24, 2020 21:11 UTC PurchaseCommon Stock 1,100 $253.36 $278,691.49
Disclosure

SEC source: 0001225208-20-005559 · doc4.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: 741,320

Read SEC document
March 23, 2020 Filed Mar 24, 2020 21:11 UTC PurchaseCommon Stock 1,300 $225.42 $293,043.92
Disclosure

SEC source: 0001225208-20-005559 · doc4.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: 740,220

Read SEC document
March 23, 2020 Filed Mar 24, 2020 21:11 UTC PurchaseCommon Stock 1,800 $237.62 $427,707.90
Disclosure

SEC source: 0001225208-20-005559 · doc4.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: 738,920

Read SEC document
March 20, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,500 $253.17 $379,750.35
Disclosure

SEC source: 0001225208-20-005561 · doc4.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: 8,330,004

F1 · balance_after: This amount includes 2,000 shares that were previously erroneously excluded from the reporting person's share count.

F2 · 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 owned and managed by 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
March 20, 2020 Filed Mar 24, 2020 21:11 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,500 $253.17 $379,750.35
Disclosure

SEC source: 0001225208-20-005560 · doc4.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: 8,330,004

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 owned and managed by a trust associated with the reporting person and 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
March 20, 2020 Filed Mar 24, 2020 21:11 UTC PurchaseCommon Stock 1,500 $253.17 $379,750.35
Disclosure

SEC source: 0001225208-20-005559 · doc4.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: 737,120

Read SEC document
March 18, 2020 Filed Mar 19, 2020 20:28 UTC
De Respino Laurence JGeneral Counsel
PurchaseCommon Stock 50 $236.98 $11,849.02
Disclosure

SEC source: 0001225208-20-005425 · doc4.xml · nonDerivative · entry 2

De Respino Laurence J · CIK 0001341531 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175

Read SEC document
March 18, 2020 Filed Mar 19, 2020 20:28 UTC
De Respino Laurence JGeneral Counsel
PurchaseCommon Stock 50 $252.50 $12,625.00
Disclosure

SEC source: 0001225208-20-005425 · doc4.xml · nonDerivative · entry 1

De Respino Laurence J · CIK 0001341531 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125

Read SEC document
March 18, 2020 Filed Mar 20, 2020 18:57 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,500 $243.64 $365,460.15
Disclosure

SEC source: 0001225208-20-005445 · doc4.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: 8,326,504

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 owned and managed by 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
March 18, 2020 Filed Mar 20, 2020 18:57 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,500 $243.64 $365,460.15
Disclosure

SEC source: 0001225208-20-005444 · doc4.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: 8,328,504

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 owned and managed by a trust associated with the reporting person and 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
March 18, 2020 Filed Mar 20, 2020 18:57 UTC PurchaseCommon Stock 1,500 $243.64 $365,460.15
Disclosure

SEC source: 0001225208-20-005443 · doc4.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: 735,620

Read SEC document
March 17, 2020 Filed Mar 18, 2020 20:18 UTC
De Respino Laurence JGeneral Counsel
PurchaseCommon Stock 25 $273.00 $6,825.00
Disclosure

SEC source: 0001225208-20-005343 · 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
March 16, 2020 Filed Mar 16, 2020 22:23 UTC
De Respino Laurence JGeneral Counsel
PurchaseCommon Stock 50 $285.00 $14,250.00
Disclosure

SEC source: 0001225208-20-005161 · doc4.xml · nonDerivative · entry 1

De Respino Laurence J · CIK 0001341531 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50

Read SEC document
March 13, 2020 Filed Mar 17, 2020 17:36 UTC PurchaseCommon Stock 113 $275.00 $31,075.00
Disclosure

SEC source: 0001225208-20-005217 · doc4.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: 734,120

Read SEC document
March 13, 2020 Filed Mar 17, 2020 17:36 UTC PurchaseCommon Stock 2,858 $277.83 $794,043.86
Disclosure

SEC source: 0001225208-20-005217 · doc4.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: 734,007

Read SEC document
March 13, 2020 Filed Mar 17, 2020 17:37 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 113 $275.00 $31,075.00
Disclosure

SEC source: 0001225208-20-005219 · doc4.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: 8,325,004

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 owned and managed by 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
March 13, 2020 Filed Mar 17, 2020 17:37 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 2,858 $277.83 $794,043.86
Disclosure

SEC source: 0001225208-20-005219 · doc4.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: 8,324,891

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 owned and managed by 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
March 13, 2020 Filed Mar 17, 2020 17:37 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 113 $275.00 $31,075.00
Disclosure

SEC source: 0001225208-20-005218 · doc4.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: 8,327,004

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 owned and managed by a trust associated with the reporting person and 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
March 13, 2020 Filed Mar 17, 2020 17:37 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 2,858 $277.83 $794,043.86
Disclosure

SEC source: 0001225208-20-005218 · doc4.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: 8,326,891

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 owned and managed by a trust associated with the reporting person and 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
March 12, 2020 Filed Mar 16, 2020 22:11 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 29 $271.08 $7,861.32
Disclosure

SEC source: 0001225208-20-005158 · doc4.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: 8,322,033

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 owned and managed by 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
March 12, 2020 Filed Mar 16, 2020 22:09 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 29 $271.08 $7,861.32
Disclosure

SEC source: 0001225208-20-005157 · doc4.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: 8,324,033

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 owned and managed by a trust associated with the reporting person and 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
March 12, 2020 Filed Mar 16, 2020 22:08 UTC PurchaseCommon Stock 29 $271.08 $7,861.32
Disclosure

SEC source: 0001225208-20-005156 · doc4.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: 731,149

Read SEC document
March 10, 2020 Filed Mar 11, 2020 20:23 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 899 $309.65 $278,373.37
Disclosure

SEC source: 0001225208-20-004831 · doc4.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: 8,324,004

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 owned and managed by a trust associated with the reporting person and 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.

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March 10, 2020 Filed Mar 11, 2020 20:23 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 899 $309.65 $278,373.37
Disclosure

SEC source: 0001225208-20-004832 · doc4.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: 8,322,004

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 owned and managed by 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.

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March 10, 2020 Filed Mar 11, 2020 20:22 UTC PurchaseCommon Stock 899 $309.65 $278,373.37
Disclosure

SEC source: 0001225208-20-004830 · doc4.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: 731,120

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March 09, 2020 Filed Mar 10, 2020 18:46 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 100 $312.54 $31,253.50
Disclosure

SEC source: 0001225208-20-004713 · doc4.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: 8,321,105

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 owned and managed by 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.

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March 09, 2020 Filed Mar 10, 2020 18:46 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 2,101 $308.31 $647,753.01
Disclosure

SEC source: 0001225208-20-004713 · doc4.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: 8,321,005

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 owned and managed by 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.

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March 09, 2020 Filed Mar 10, 2020 18:46 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 2,900 $313.34 $908,697.31
Disclosure

SEC source: 0001225208-20-004713 · doc4.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: 8,318,904

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 owned and managed by 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.

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March 09, 2020 Filed Mar 10, 2020 18:46 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 100 $312.54 $31,253.50
Disclosure

SEC source: 0001225208-20-004712 · doc4.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: 8,323,105

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 owned and managed by a trust associated with the reporting person and 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.

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March 09, 2020 Filed Mar 10, 2020 18:46 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 2,101 $308.31 $647,753.01
Disclosure

SEC source: 0001225208-20-004712 · doc4.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: 8,323,005

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 owned and managed by a trust associated with the reporting person and 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
March 09, 2020 Filed Mar 10, 2020 18:46 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 2,900 $313.34 $908,697.31
Disclosure

SEC source: 0001225208-20-004712 · doc4.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: 8,320,904

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 owned and managed by a trust associated with the reporting person and 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.

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March 09, 2020 Filed Mar 10, 2020 18:46 UTC PurchaseCommon Stock 100 $312.54 $31,253.50
Disclosure

SEC source: 0001225208-20-004711 · doc4.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: 730,221

Read SEC document
March 09, 2020 Filed Mar 10, 2020 18:46 UTC PurchaseCommon Stock 2,101 $308.31 $647,753.01
Disclosure

SEC source: 0001225208-20-004711 · doc4.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: 730,121

Read SEC document
March 09, 2020 Filed Mar 10, 2020 18:46 UTC PurchaseCommon Stock 2,900 $313.34 $908,697.31
Disclosure

SEC source: 0001225208-20-004711 · doc4.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: 728,020

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March 04, 2020 Filed Mar 5, 2020 21:58 UTC PurchaseCommon Stock 1,000 $325.75 $325,750.00
Disclosure

SEC source: 0001225208-20-004438 · doc4.xml · nonDerivative · entry 1

Schmidt Karl A. · CIK 0001687535 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,300

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February 24, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 420 $340.72 $143,101.27
Disclosure

SEC source: 0001225208-20-003303 · doc4.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: 8,316,004

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 owned and managed by 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.

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February 24, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,000 $340.59 $340,587.80
Disclosure

SEC source: 0001225208-20-003303 · doc4.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: 8,315,584

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 owned and managed by 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.

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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.