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 | September 18, 2025 | September 22, 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 September 18, 2025 · Filed September 22, 2025
Jointly reported with Willow Grove Holdings LP, Clarendon Strategies, LLC, Blackwater Investments, Inc., SAC HOLDING CORP
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 8,150,658 |
Reported balance
After 2025-09-18 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-09-18 · Purchase · Acquired 229,515 · Balance 8,150,658 F1: 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 the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein. F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Series N Common StockSEC Table I · non-derivative | Direct | 67,253,456 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 67,253,456 |
| Common StockSEC Table I · non-derivative | IndirectSAC Holding Corporation | 24,900 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,900 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Common StockSEC Table I · non-derivative | IndirectClarendon Strategies, LLC | 1,324,000 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,324,000 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 880,127 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 880,127 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Common StockSEC Table I · non-derivative | Direct | 7,562,884 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 7,562,884 |
Filing footnotes · ownership attribution and instrument terms
F1: 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 the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein.
F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater.
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 |
|---|---|---|---|---|---|---|
| September 18, 2025 Filed Sep 22, 2025 20:07 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211287 · ownership.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Blackwater Investments, Inc. · CIK 0001717208 · 10% owner SAC HOLDING CORP · CIK 0001282822 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. 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: 0000950170-24-098504 · ownership.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct 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. Read SEC document |
| November 16, 2023 Filed Nov 18, 2023 00:41 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021166 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct 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. Read SEC document |
| March 23, 2023 Filed Mar 28, 2023 00:16 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | PurchaseCommon Stock | 24,900 | $56.41 | $1,404,711.09 |
DisclosureSEC source: 0001062993-23-007828 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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. is a wholly-owned subsidiaries of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc. 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 | $66.18 | $3,022,420.09 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 6 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. 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 | $65.66 | $2,777,549.32 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 5 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. 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 | $1,753,236.09 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. 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: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. 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 | $64.54 | $6,201,647.15 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. 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 | $63.82 | $2,234,354.60 |
DisclosureSEC source: 0001104659-22-125980 · tm2232335-4_4seq1.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 900 | $62.00 | $55,800.00 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 7 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 20,800 | $61.88 | $1,287,062.40 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 6 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 51,567 | $61.31 | $3,161,624.34 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 5 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 78,233 | $60.51 | $4,734,191.76 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 200 | $59.99 | $11,998.00 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 228,555 | $59.28 | $13,549,426.07 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:41 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 92,295 | $58.86 | $5,432,391.41 |
DisclosureSEC source: 0001104659-22-123370 · tm2231708-1_4seq1.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 18, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 600 | $56.00 | $33,600.00 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 10 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 18, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 3,550 | $55.79 | $198,040.30 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 9 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 48,418 | $55.11 | $2,668,073.89 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 8 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 85,980 | $54.62 | $4,695,883.68 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 7 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 77,539 | $53.36 | $4,137,481.04 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 6 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 17, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 63,063 | $52.71 | $3,324,050.73 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 5 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 1,079 | $55.04 | $59,382.77 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 101,483 | $54.49 | $5,530,113.12 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 174,351 | $53.43 | $9,316,271.33 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| November 16, 2022 Filed Nov 19, 2022 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 47,087 | $52.75 | $2,483,745.08 |
DisclosureSEC source: 0001104659-22-120421 · tm2230947d1_4seq1.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:17 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042483 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 840,323 F1 · kind: In connection with an estate planning transaction, Blackwater Investments received shares of Common Stock in settlement of a promissory note due from the EJS-028 Trust. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 683 | $538.82 | $368,014.06 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 831,775 F2 · 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. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,028 | $538.00 | $553,064.00 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 831,092 F1 · 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 (1) and (2) of this Form 4. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 99 | $539.69 | $53,429.31 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 830,064 Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 80,000 | $552.06 | $44,164,800.00 |
DisclosureSEC source: 0001140361-21-021228 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 829,965 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:51 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 45 | $449.22 | $20,214.90 |
DisclosureSEC source: 0001140361-20-029212 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 749,965 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:24 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,090 | $430.05 | $468,754.50 |
DisclosureSEC source: 0001140361-20-028641 · form4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 749,920 Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:24 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,910 | $428.13 | $1,673,988.30 |
DisclosureSEC source: 0001140361-20-028641 · form4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 748,830 Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:07 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,000 | $273.41 | $820,236.00 |
DisclosureSEC source: 0001225208-20-005600 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 744,920 Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 600 | $233.54 | $140,124.00 |
DisclosureSEC source: 0001225208-20-005559 · doc4.xml · nonDerivative · entry 5 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 741,920 Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,100 | $253.36 | $278,691.49 |
DisclosureSEC source: 0001225208-20-005559 · doc4.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 741,320 Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,300 | $225.42 | $293,043.92 |
DisclosureSEC source: 0001225208-20-005559 · doc4.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 740,220 Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,800 | $237.62 | $427,707.90 |
DisclosureSEC source: 0001225208-20-005559 · doc4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 738,920 Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,500 | $253.17 | $379,750.35 |
DisclosureSEC source: 0001225208-20-005559 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 737,120 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 18:57 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,500 | $243.64 | $365,460.15 |
DisclosureSEC source: 0001225208-20-005443 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 735,620 Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 17:36 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 113 | $275.00 | $31,075.00 |
DisclosureSEC source: 0001225208-20-005217 · doc4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 734,120 Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 17:36 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,858 | $277.83 | $794,043.86 |
DisclosureSEC source: 0001225208-20-005217 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 734,007 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 22:08 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 29 | $271.08 | $7,861.32 |
DisclosureSEC source: 0001225208-20-005156 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 731,149 Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:22 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 899 | $309.65 | $278,373.37 |
DisclosureSEC source: 0001225208-20-004830 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 731,120 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:46 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 100 | $312.54 | $31,253.50 |
DisclosureSEC source: 0001225208-20-004711 · doc4.xml · nonDerivative · entry 3 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 730,221 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:46 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,101 | $308.31 | $647,753.01 |
DisclosureSEC source: 0001225208-20-004711 · doc4.xml · nonDerivative · entry 2 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 730,121 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:46 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,900 | $313.34 | $908,697.31 |
DisclosureSEC source: 0001225208-20-004711 · doc4.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 728,020 Read SEC document |
| February 24, 2020 Filed Feb 24, 2020 22:17 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 420 | $340.72 | $143,101.27 |
DisclosureSEC source: 0001225208-20-003302 · doc4.xml · nonDerivative · entry 4 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 725,120 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.