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 | November 23, 2022 | November 28, 2022 |
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 November 23, 2022 · Filed November 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | Direct | 1,328 |
Reported balance
After 2022-11-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-11-23 · Purchase · Acquired 428 · Balance 1,328 F1: On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock. |
| Series N Common StockSEC Table I · non-derivative | Direct | 1,448 |
Reported balance
After 2022-11-23 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-11-23 · Purchase · Acquired 120 · Balance 1,448 |
| Series N Common StockSEC Table I · non-derivative | Direct | 1,848 |
Reported balance
After 2022-11-25 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-11-25 · Purchase · Acquired 400 · Balance 1,848 |
| Common StockSEC Table I · non-derivative | Direct | 100 |
Reported balance
Holding disclosure · report date 2022-11-23 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock.
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 |
|---|---|---|---|---|---|---|
| November 25, 2022 Filed Nov 28, 2022 21:24 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 400 | $60.20 | $24,080.00 |
DisclosureSEC source: 0001225208-22-011946 · doc4.xml · nonDerivative · entry 3 GROGAN JAMES J · CIK 0001187169 · Director · Committee Member 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 21:24 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 120 | $58.50 | $7,020.00 |
DisclosureSEC source: 0001225208-22-011946 · doc4.xml · nonDerivative · entry 2 GROGAN JAMES J · CIK 0001187169 · Director · Committee Member 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 21:24 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 428 | $58.50 | $25,038.00 |
DisclosureSEC source: 0001225208-22-011946 · doc4.xml · nonDerivative · entry 1 GROGAN JAMES J · CIK 0001187169 · Director · Committee Member 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328 F1 · balance_after: On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock. Read SEC document |
| February 16, 2017 Filed Feb 16, 2017 18:54 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 50 | $384.50 | $19,225.00 |
DisclosureSEC 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 | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 50 | $385.00 | $19,250.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.