Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHALB · Entity 3409 | 10% owner | November 20, 2025 | November 21, 2025 |
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 20, 2025 · Filed November 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | IndirectShoen Family Revocable Trust | 186,013 |
Reported balance
After 2025-11-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-11-20 · Gift · Disposed 4,578 · Balance 186,013 F1: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries. |
| Series N Common StockSEC Table I · non-derivative | IndirectMVS-029 Trust | 425,196 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 425,196 F2: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. |
| Series N Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 8,150,658 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,150,658 F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| Series N Common StockSEC Table I · non-derivative | IndirectWillow Grove Holdings LP | 67,253,456 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 67,253,456 F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| Series N Common StockSEC Table I · non-derivative | Direct | 42,962 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 42,962 |
| Series N Common StockSEC Table I · non-derivative | IndirectEJS-028 Trust | 225,954 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 225,954 F4: Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 4,770 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,770 |
| Common StockSEC Table I · non-derivative | IndirectShoen Family Revocable Trust | 6,707 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 6,707 F1: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 880,127 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 880,127 F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectEJS-028 Trust | 25,106 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 25,106 F4: Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectWillow Grove Holdings LP | 7,562,884 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 7,562,884 F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectClarendon Strategies, LLC | 1,324,000 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 1,324,000 F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSAC Holding Corporation | 24,900 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 24,900 F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.
F2: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.
F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.
F4: Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.
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 20, 2025 Filed Nov 21, 2025 23:27 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | GiftSeries N Common Stock | 4,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001134431-25-000002 · primary_doc.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 186,013 F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:10 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211308 · ownership.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 8,150,658 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and MVS-029 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove. F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 20:10 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | OtherSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211308 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 425,196 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and MVS-029 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove. F2 · ownership.direct: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:30 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | SaleSeries N Common Stock | 12,500 | $65.03 | $812,885.00 |
DisclosureSEC source: 0000950170-25-030175 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 654,711 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F2 · price: The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.0575, inclusive (weighted average of $65.0308). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F3 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:09 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | SaleSeries N Common Stock | 192 | $66.03 | $12,676.80 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,211 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 02:09 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | SaleSeries N Common Stock | 97 | $65.33 | $6,336.68 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,403 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F5 · price: The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.33, inclusive (weighted average of $65.3266). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:09 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | SaleSeries N Common Stock | 123 | $66.40 | $8,166.63 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,500 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2025 Filed Feb 25, 2025 02:09 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | SaleSeries N Common Stock | 12,377 | $65.86 | $815,103.43 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · MVS-029 Trust Disclosed balance after: 667,623 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2024 Filed Feb 25, 2025 02:09 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | GiftSeries N Common Stock | 752 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 190,591 F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Read SEC document |
| December 16, 2024 Filed Feb 25, 2025 02:09 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | GiftSeries N Common Stock | 1,520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 191,343 F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:05 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | OtherSeries N Common Stock | 680,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-098503 · ownership.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 680,000 F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F3 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:05 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | OtherSeries N Common Stock | 680,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-098503 · ownership.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 67,253,456 F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | PurchaseSeries N Common Stock | 132,500 | $52.43 | $6,946,975.00 |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Shoen Family Revocable Trust Disclosed balance after: 192,863 F5 · kind: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F5 · price: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F6 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | SaleSeries N Common Stock | 132,500 | $52.43 | $6,946,975.00 |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 0 F5 · kind: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F5 · price: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · MVS-029 Trust Disclosed balance after: 132,500 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:39 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 67,933,456 F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. F2 · balance_after: This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956. F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly-owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 00:17 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | PurchaseCommon Stock | 24,900 | $56.41 | $1,404,711.09 |
DisclosureSEC source: 0001062993-23-007829 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · SAC Holding Corporation Disclosed balance after: 24,900 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiary of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 45,669 | $66.17 | $3,022,100.41 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,324,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 42,302 | $65.68 | $2,778,353.06 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,278,331 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 23:52 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 27,029 | $64.87 | $1,753,263.11 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,236,029 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 2,200 | $65.00 | $143,000.00 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,209,000 F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 96,087 | $64.52 | $6,199,725.41 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,206,800 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 07, 2022 Filed Dec 9, 2022 23:52 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 35,013 | $63.78 | $2,232,954.08 |
DisclosureSEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,110,713 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 900 | $62.00 | $55,800.00 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 7 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,075,700 F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 20,800 | $61.88 | $1,287,062.40 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,074,800 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.625 to $61.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 51,567 | $61.31 | $3,161,624.34 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,054,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 78,233 | $60.51 | $4,734,191.76 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 1,002,433 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 200 | $59.99 | $11,998.00 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 924,200 F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 228,555 | $59.28 | $13,549,426.07 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 924,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:42 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 92,295 | $58.86 | $5,432,391.41 |
DisclosureSEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 695,445 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 18, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 600 | $56.00 | $33,600.00 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 10 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 603,150 F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 18, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 3,550 | $55.79 | $198,040.30 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 9 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 602,550 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 48,418 | $55.11 | $2,668,073.89 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 8 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 599,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 85,980 | $54.62 | $4,695,883.68 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 7 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 550,582 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 77,539 | $53.36 | $4,137,481.04 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 464,602 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 63,063 | $52.71 | $3,324,050.73 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 387,063 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 1,079 | $55.04 | $59,382.77 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 324,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 101,483 | $54.49 | $5,530,113.12 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 322,921 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 174,351 | $53.43 | $9,316,271.33 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 221,438 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:04 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 47,087 | $52.75 | $2,483,745.08 |
DisclosureSEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Clarendon Strategies, LLC Disclosed balance after: 47,087 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 6 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,433,207 F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove. F4 · ownership.nature: Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Edward Shoen and (b) owned by a trust associated with the reporting person a trust associated with Edward Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to thrae extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 14,750 | $720.75 | $10,631,062.50 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 25,106 F3 · kind: Transfer of shares for value to family trust of which the Reporting Person is a trustee. The reporting person disclaims beneficial ownership of common stock held by the EJS-208 Trust except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 4 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 10,356 F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 18,904 F1 · kind: In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:19 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 2 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,752 F1 · kind: In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock. Read SEC document |
| November 09, 2021 Filed Dec 20, 2021 23:19 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | GiftCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,300 Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 683 | $538.82 | $368,014.06 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 5 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,424,659 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive. 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 (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with 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 |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,028 | $538.00 | $553,064.00 |
DisclosureSEC source: 0001140361-21-021224 · form4.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: 8,423,976 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. 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 (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with 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 |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 99 | $539.69 | $53,429.31 |
DisclosureSEC source: 0001140361-21-021224 · form4.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: 8,422,948 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 (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with 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 |
| June 15, 2021 Filed Jun 16, 2021 20:40 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 80,000 | $552.06 | $44,164,800.00 |
DisclosureSEC source: 0001140361-21-021224 · form4.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: 8,422,849 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 (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.