Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHAL,UHALB · Entity 3409 | Director · Committee Member | June 13, 2023 | June 14, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
U-Haul Holding Co /NV/
Report date June 13, 2023 · Filed June 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | Direct | 24,000 |
Ending reported balance
After 2023-06-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-06-13 · Purchase · Acquired 500 · Balance 23,000 Row 2 · 2023-06-13 · Purchase · Acquired 500 · Balance 23,500 Row 3 · 2023-06-13 · Purchase · Acquired 500 · Balance 24,000 |
| Common StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2023-06-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,500 |
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 13, 2023 Filed Jun 14, 2023 22:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 500 | $49.52 | $24,760.00 |
DisclosureSEC source: 0001225208-23-006828 · doc4.xml · nonDerivative · entry 3 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,000 Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 22:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 500 | $49.61 | $24,804.80 |
DisclosureSEC source: 0001225208-23-006828 · doc4.xml · nonDerivative · entry 2 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,500 Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 22:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 500 | $49.65 | $24,825.00 |
DisclosureSEC source: 0001225208-23-006828 · doc4.xml · nonDerivative · entry 1 Schmidt Karl A. · CIK 0001687535 · Director · Committee Member 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,000 Read SEC document |
| June 10, 2022 Filed Jun 10, 2022 19:15 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | 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 |
| March 04, 2020 Filed Mar 5, 2020 21:58 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $325.75 | $325,750.00 |
DisclosureSEC 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 Read SEC document |
| February 20, 2018 Filed Feb 26, 2018 21:59 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $353.97 | $353,969.90 |
DisclosureSEC 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 |
| November 18, 2016 Filed Nov 18, 2016 20:21 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 300 | $343.15 | $102,945.99 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.