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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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0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
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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
February 24, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,000 $341.00 $341,000.00
Disclosure

SEC source: 0001225208-20-003303 · 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: 8,314,584

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.

Read SEC document
February 24, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 420 $340.72 $143,101.27
Disclosure

SEC source: 0001225208-20-003304 · 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: 8,318,004

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
February 24, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,000 $340.59 $340,587.80
Disclosure

SEC source: 0001225208-20-003304 · 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: 8,317,584

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 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
February 24, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,000 $341.00 $341,000.00
Disclosure

SEC source: 0001225208-20-003304 · 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: 8,316,584

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 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
February 24, 2020 Filed Feb 24, 2020 22:17 UTC PurchaseCommon Stock 420 $340.72 $143,101.27
Disclosure

SEC source: 0001225208-20-003302 · 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: 725,120

Read SEC document
February 24, 2020 Filed Feb 24, 2020 22:17 UTC PurchaseCommon Stock 1,000 $340.59 $340,587.80
Disclosure

SEC source: 0001225208-20-003302 · 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: 724,700

Read SEC document
February 24, 2020 Filed Feb 24, 2020 22:17 UTC PurchaseCommon Stock 1,000 $341.00 $341,000.00
Disclosure

SEC source: 0001225208-20-003302 · 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: 723,700

Read SEC document
February 20, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 3,000 $345.00 $1,035,000.00
Disclosure

SEC source: 0001225208-20-003303 · 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: 8,313,584

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.

Read SEC document
February 20, 2020 Filed Feb 24, 2020 22:17 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 3,000 $345.00 $1,035,000.00
Disclosure

SEC source: 0001225208-20-003304 · 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: 8,315,584

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 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
February 20, 2020 Filed Feb 24, 2020 22:17 UTC PurchaseCommon Stock 3,000 $345.00 $1,035,000.00
Disclosure

SEC source: 0001225208-20-003302 · 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: 722,700

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:47 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,000 $347.02 $347,018.50
Disclosure

SEC source: 0001225208-20-002083 · 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: 8,312,584

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 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
February 11, 2020 Filed Feb 12, 2020 22:47 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,000 $347.86 $347,863.90
Disclosure

SEC source: 0001225208-20-002083 · 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: 8,311,584

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 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
February 11, 2020 Filed Feb 12, 2020 22:47 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 1,000 $348.58 $348,583.80
Disclosure

SEC source: 0001225208-20-002083 · 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: 8,310,584

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 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
February 11, 2020 Filed Feb 12, 2020 22:47 UTC PurchaseCommon Stock 1,000 $347.02 $347,018.50
Disclosure

SEC source: 0001225208-20-002081 · 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: 719,700

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:47 UTC PurchaseCommon Stock 1,000 $347.86 $347,863.90
Disclosure

SEC source: 0001225208-20-002081 · 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: 718,700

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:47 UTC PurchaseCommon Stock 1,000 $348.58 $348,583.80
Disclosure

SEC source: 0001225208-20-002081 · 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: 717,700

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:47 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,000 $347.02 $347,018.50
Disclosure

SEC source: 0001225208-20-002082 · 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: 8,310,584

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.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:47 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,000 $347.86 $347,863.90
Disclosure

SEC source: 0001225208-20-002082 · 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: 8,309,584

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.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:47 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,000 $348.58 $348,583.80
Disclosure

SEC source: 0001225208-20-002082 · 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: 8,308,584

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.

Read SEC document
December 27, 2019 Filed Dec 30, 2019 21:27 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 1,910 $373.34 $713,079.40
Disclosure

SEC source: 0001225208-19-016121 · 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: 10,356

Read SEC document
December 27, 2019 Filed Dec 30, 2019 21:27 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
SaleCommon Stock 1,910 $373.34 $713,079.40
Disclosure

SEC source: 0001225208-19-016121 · 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: 14,750

F1 · balance_after: Reflects ESOP allocations and dispositions that have occurred since the date of the reporting person's last ownership report.

Read SEC document
September 04, 2019 Filed Sep 6, 2019 20:54 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
SaleCommon Stock 2,427 $349.02 $847,071.54
Disclosure

SEC source: 0001225208-19-012222 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,463

Read SEC document
June 06, 2019 Filed Sep 6, 2019 20:54 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
SaleCommon Stock 777 $370.68 $288,018.36
Disclosure

SEC source: 0001225208-19-012222 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,890

Read SEC document
May 31, 2019 Filed Dec 4, 2019 22:42 UTC
SHOEN MARK V10% owner
GiftCommon Stock 4,154.792 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-015280 · 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: 8,309,584

F1 · kind: The reporting person transferred his membership interest in Foster Road LLC ("Foster Road"), which has an indirect pecuniary interest in issuer common stock owned directly and indirectly by Willow Grove Holdings LP ("Willow Grove").

F2 · ownership.nature: Willow Grove is owned by Foster Road and various trusts associated with Edward J. Shoen and the reporting person. 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 managed by Edward J. Shoen and the reporting person and is owned by Edward J. Shoen and a trust associated with the reporting person.

Read SEC document
March 04, 2019 Filed Mar 5, 2019 21:31 UTC
De Respino Laurence JGeneral Counsel
SaleCommon Stock 86 $375.20 $32,266.77
Disclosure

SEC source: 0001225208-19-004593 · doc4.xml · nonDerivative · entry 1

De Respino Laurence J · CIK 0001341531 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · ESOP Trust Fund

Disclosed balance after: 642.02

Read SEC document
December 21, 2018 Filed Sep 6, 2019 20:54 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
SaleCommon Stock 2,702 $346.16 $935,324.32
Disclosure

SEC source: 0001225208-19-012222 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,667

Read SEC document
October 04, 2018 Filed Oct 5, 2018 17:42 UTC
De Respino Laurence JGeneral Counsel
SaleCommon Stock 75 $369.92 $27,744.00
Disclosure

SEC source: 0001225208-18-014449 · doc4.xml · nonDerivative · entry 1

De Respino Laurence J · CIK 0001341531 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · ESOP Trust Fund

Disclosed balance after: 722

Read SEC document
September 26, 2018 Filed Sep 6, 2019 20:54 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
SaleCommon Stock 2,540 $368.11 $934,999.40
Disclosure

SEC source: 0001225208-19-012222 · 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: 17,369

Read SEC document
August 29, 2018 Filed Aug 29, 2018 21:56 UTC
HAYES THOMAS WInd. Gov Committee Member
PurchaseCommon Stock 200 $380.05 $76,010.00
Disclosure

SEC source: 0001225208-18-012966 · doc4.xml · nonDerivative · entry 1

HAYES THOMAS W · CIK 0001218364 · Ind. Gov Committee Member

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 200

Read SEC document
July 05, 2018 Filed Jul 6, 2018 21:08 UTC
Vizcarra CarlosPres-Amerco Real Estate Co
SaleCommon Stock 2,419.21 $356.51 $862,472.56
Disclosure

SEC source: 0001225208-18-011523 · doc4.xml · nonDerivative · entry 1

Vizcarra Carlos · CIK 0001444746 · Pres-Amerco Real Estate Co

10b5-1 filing: Not disclosed

Ownership: Indirect · ESOP Trust Fund

Disclosed balance after: 0

Read SEC document
March 01, 2018 Filed Jun 11, 2018 22:29 UTC
De Respino Laurence JGeneral Counsel
SaleCommon Stock 50 $339.44 $16,972.00
Disclosure

SEC source: 0001225208-18-010501 · doc4.xml · nonDerivative · entry 1

De Respino Laurence J · CIK 0001341531 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · ESOP Trust Fund

Disclosed balance after: 797

Read SEC document
February 20, 2018 Filed Feb 26, 2018 21:59 UTC PurchaseCommon Stock 1,000 $353.97 $353,969.90
Disclosure

SEC source: 0001225208-18-004168 · doc4.xml · nonDerivative · entry 1

Schmidt Karl A. · CIK 0001687535 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,300

Read SEC document
December 18, 2017 Filed Dec 18, 2017 18:25 UTC SaleCommon Stock 200 $381.16 $76,232.00
Disclosure

SEC source: 0001225208-17-018766 · doc4.xml · nonDerivative · entry 1

Brogan John P. · CIK 0001447697 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,800

Read SEC document
May 30, 2017 Filed May 30, 2017 20:54 UTC
Holmes David L10% owner · Trustee
PurchaseCommon Stock 2,000 $352.87 $705,735.40
Disclosure

SEC source: 0001225208-17-010532 · doc4.xml · nonDerivative · entry 1

Holmes David L · CIK 0001574368 · 10% owner · Trustee

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 2,000

Read SEC document
May 30, 2017 Filed May 30, 2017 20:53 UTC
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 2,000 $352.87 $705,735.40
Disclosure

SEC source: 0001225208-17-010531 · 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: 2,000

Read SEC document
May 30, 2017 Filed May 30, 2017 20:53 UTC
SHOEN MARK V10% owner
PurchaseCommon Stock 2,000 $352.87 $705,735.40
Disclosure

SEC source: 0001225208-17-010530 · 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: 2,000

Read SEC document
May 30, 2017 Filed May 30, 2017 20:52 UTC PurchaseCommon Stock 2,000 $352.87 $705,735.40
Disclosure

SEC source: 0001225208-17-010528 · 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: 716,700

Read SEC document
February 16, 2017 Filed Feb 16, 2017 18:54 UTC PurchaseCommon Stock 50 $384.50 $19,225.00
Disclosure

SEC source: 0001225208-17-003522 · doc4.xml · nonDerivative · entry 2

GROGAN JAMES J · CIK 0001187169 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100

Read SEC document
February 16, 2017 Filed Feb 16, 2017 18:54 UTC PurchaseCommon Stock 50 $385.00 $19,250.00
Disclosure

SEC source: 0001225208-17-003522 · doc4.xml · nonDerivative · entry 1

GROGAN JAMES J · CIK 0001187169 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50

Read SEC document
November 18, 2016 Filed Nov 18, 2016 20:21 UTC PurchaseCommon Stock 300 $343.15 $102,945.99
Disclosure

SEC source: 0001225208-16-041985 · doc4.xml · nonDerivative · entry 1

Schmidt Karl A. · CIK 0001687535 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

Read SEC document
February 01, 2016 Filed Dec 4, 2019 22:40 UTC Amendment
SHOEN EDWARD JDirector · Chairman, President · 10% owner
PurchaseCommon Stock 8,307,584 $431.83 $3,587,463,998.72
Disclosure

SEC source: 0001225208-19-015278 · doc4a.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: 8,307,584

F1 · kind: These shares were omitted from the reporting person's original Form 4 and were also omitted from two Form 4s filed by the reporting person subsequent to the filing of the original Form 4.

F2 · shares: The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove Holdings, LP ("Willow Grove") except to the extent of his pecuniary interest therein.

F2 · balance_after: The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove Holdings, LP ("Willow Grove") except to the extent of his pecuniary interest therein.

F3 · ownership.nature: Willow Grove is owned by Foster Road LLC ("Foster Road"), Mark V. Shoen, 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 Mark V. Shoen.

Read SEC document
February 01, 2016 Filed Dec 4, 2019 22:39 UTC Amendment
SHOEN MARK V10% owner
PurchaseCommon Stock 8,307,584 $431.83 $3,587,463,998.72
Disclosure

SEC source: 0001225208-19-015277 · doc4a.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: 8,307,584

F1 · kind: These shares were omitted from the reporting person's original Form 4 and were also omitted from one Form 4 filed by the reporting person subsequent to the filing of the original Form 4.

F2 · shares: The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove Holdings, LP ("Willow Grove") except to the extent of his pecuniary interest therein.

F2 · balance_after: The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove Holdings, LP ("Willow Grove") except to the extent of his pecuniary interest therein.

F3 · ownership.nature: Willow Grove is owned by Foster Road LLC ("Foster Road"), the reporting person and various trusts associated with Edward J. Shoen and the reporting person. 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 Edward J. Shoen and the reporting person.

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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.