Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHALB · Entity 3409 | Director · President · 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
| 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
Account identity is unresolved; indirect or unspecified ownership is not merged.
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 Willow Grove Holdings, LP ("Willow Grove"), and the EJS-028 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, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein. F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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 2025-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 67,253,456 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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 | 609.032 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 609.032 |
| Series N Common StockSEC Table I · non-derivative | IndirectEJS-028 Trust | 225,954 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 225,954 F3: Includes shares held by the EJS-028 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 EJS-028 Trust except to the extent of his pecuniary interest therein. |
| Series N Common StockSEC Table I · non-derivative | IndirectESOP Trust Fund | 158.308 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 158.308 F4: Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | Direct | 47.125 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 47.125 |
| Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 880,127 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 880,127 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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 2025-09-18 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 25,106 F3: Includes shares held by the EJS-028 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 EJS-028 Trust except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectWillow Grove Holdings LP | 7,562,884 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 7,562,884 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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 2025-09-18 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,324,000 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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 2025-09-18 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 24,900 F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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: 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 the EJS-028 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, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein.
F2: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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.
F3: Includes shares held by the EJS-028 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 EJS-028 Trust except to the extent of his pecuniary interest therein.
F4: Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein.
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 20:12 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211324 · ownership.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 the EJS-028 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, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein. F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person 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 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 |
| 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: 0000950170-24-098506 · ownership.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen 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 00:38 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | OtherSeries N Common Stock | 132,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021164 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen 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 00:16 UTC | U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 | PurchaseCommon Stock | 24,900 | $56.41 | $1,404,711.09 |
DisclosureSEC source: 0001062993-23-007827 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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. ("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 |
| December 08, 2022 Filed Dec 9, 2022 23:50 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 45,669 | $66.18 | $3,022,420.09 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 6 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 $64.866: $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 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 ("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 23:50 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 42,302 | $65.66 | $2,777,549.32 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 5 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 $64.866: $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 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 ("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 23:50 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 27,029 | $64.87 | $1,753,236.09 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 $64.866: $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 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 ("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 23:50 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 2,200 | $65.00 | $143,000.00 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 23:50 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 96,087 | $64.54 | $6,201,647.15 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 23:50 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 35,013 | $63.82 | $2,234,354.60 |
DisclosureSEC source: 0001104659-22-125978 · tm2232335-2_4seq1.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 900 | $62.00 | $55,800.00 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 7 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 20,800 | $61.88 | $1,287,062.40 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 6 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 51,567 | $61.31 | $3,161,624.34 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 5 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 78,233 | $60.51 | $4,734,191.76 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 200 | $59.99 | $11,998.00 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 228,555 | $59.28 | $13,549,426.07 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 01:43 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 92,295 | $58.86 | $5,432,391.41 |
DisclosureSEC source: 0001104659-22-123372 · tm2231708-3_4seq1.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 600 | $56.00 | $33,600.00 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 10 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 3,550 | $55.79 | $198,040.30 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 9 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 48,418 | $55.11 | $2,668,073.89 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 8 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 85,980 | $54.62 | $4,695,883.68 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 7 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 77,539 | $53.36 | $4,137,481.04 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 6 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 63,063 | $52.71 | $3,324,050.73 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 5 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 1,079 | $55.04 | $59,382.77 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 101,483 | $54.49 | $5,530,113.12 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 174,351 | $53.43 | $9,316,271.33 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 00:02 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 47,087 | $52.75 | $2,483,745.08 |
DisclosureSEC source: 0001104659-22-120422 · tm2230947d2_4seq1.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · President · 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 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 ("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 23:21 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042487 · form4.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 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, using Common Stock. F3 · ownership.nature: Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Mark Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Mark Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:21 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042487 · form4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 25,106 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, using Common Stock. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 23:21 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | OtherCommon Stock | 8,548 | $720.75 | $6,160,971.00 |
DisclosureSEC source: 0001140361-21-042487 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 33,654 F1 · kind: In connection with an estate planning transaction, the EJS-028 Trust received shares of Common Stock in settlement of a promissory note due from Mark Shoen. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:35 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 14,750 | $720.75 | $10,631,062.50 |
DisclosureSEC source: 0001225208-21-015163 · doc4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · EJS-028 Trust Disclosed balance after: 25,106 Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:35 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 14,750 | $720.75 | $10,631,062.50 |
DisclosureSEC source: 0001225208-21-015163 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32 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: 0001140361-21-021227 · form4.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,028 | $538.00 | $553,064.00 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 99 | $539.69 | $53,429.31 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 20:41 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 80,000 | $552.06 | $44,164,800.00 |
DisclosureSEC source: 0001140361-21-021227 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 |
| December 18, 2020 Filed Dec 22, 2020 21:52 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 45 | $449.22 | $20,214.90 |
DisclosureSEC source: 0001140361-20-029217 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,849 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 |
| December 15, 2020 Filed Dec 16, 2020 23:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,090 | $430.05 | $468,754.50 |
DisclosureSEC source: 0001140361-20-028639 · form4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,804 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 |
| December 14, 2020 Filed Dec 16, 2020 23:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,910 | $428.13 | $1,673,988.30 |
DisclosureSEC source: 0001140361-20-028639 · form4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman/President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,341,714 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 Mark V. 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 Mark V. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark V. 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 |
| March 24, 2020 Filed Mar 26, 2020 20:08 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,000 | $273.41 | $820,236.00 |
DisclosureSEC source: 0001225208-20-005602 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,337,804 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| 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: 0001225208-20-005561 · doc4.xml · nonDerivative · entry 5 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,334,804 F2 · 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| 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: 0001225208-20-005561 · doc4.xml · nonDerivative · entry 4 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,334,204 F2 · 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| 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: 0001225208-20-005561 · doc4.xml · nonDerivative · entry 3 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,333,104 F2 · 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| 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: 0001225208-20-005561 · doc4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,331,804 F2 · 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| 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: 0001225208-20-005561 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,330,004 F1 · balance_after: This amount includes 2,000 shares that were previously erroneously excluded from the reporting person's share count. F2 · 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| 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: 0001225208-20-005445 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,326,504 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| March 13, 2020 Filed Mar 17, 2020 17:37 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 113 | $275.00 | $31,075.00 |
DisclosureSEC source: 0001225208-20-005219 · doc4.xml · nonDerivative · entry 2 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,325,004 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| March 13, 2020 Filed Mar 17, 2020 17:37 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,858 | $277.83 | $794,043.86 |
DisclosureSEC source: 0001225208-20-005219 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,324,891 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| March 12, 2020 Filed Mar 16, 2020 22:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 29 | $271.08 | $7,861.32 |
DisclosureSEC source: 0001225208-20-005158 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,322,033 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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 |
| March 10, 2020 Filed Mar 11, 2020 20:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 899 | $309.65 | $278,373.37 |
DisclosureSEC source: 0001225208-20-004832 · doc4.xml · nonDerivative · entry 1 SHOEN EDWARD J · CIK 0000925122 · Director · Chairman, President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,322,004 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 Mark V. 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 owned and managed by the reporting person and a trust associated with Mark V. 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.