Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHAL · Entity 3409 | Advisory Board Member | June 16, 2021 | June 29, 2021 |
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 16, 2021 · Filed June 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5 |
Reported balance
After 2021-06-16 transaction · row 1
1 source rowRow 1 · 2021-06-16 · Purchase · Acquired 5 · Balance 5 |
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 16, 2021 Filed Jun 29, 2021 19:06 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.