Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHAL · Entity 3409 | 10% owner · Trustee | May 30, 2017 | May 30, 2017 |
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 May 30, 2017 · Filed May 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectWillow Grove Holdings LP | 2,000 |
Reported balance
After 2017-05-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-05-30 · Purchase · Acquired 2,000 · Balance 2,000 |
| Common StockSEC Table I · non-derivative | Direct | 337,426 |
Reported balance
Holding disclosure · report date 2017-05-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 337,426 |
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 |
|---|---|---|---|---|---|---|
| May 30, 2017 Filed May 30, 2017 20:54 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,000 | $352.87 | $705,735.40 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.