Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHAL,UHALB · Entity 3409 | Director | February 18, 2025 | February 19, 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 February 18, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | Direct | 40,986.5298 |
Reported balance
After 2025-02-18 transaction · row 1
1 source rowRow 1 · 2025-02-18 · Sale · Disposed 3,000 · Balance 40,986.5298 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.00 to $67.11, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | Direct | 5,550 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,550 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.00 to $67.11, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| February 18, 2025 Filed Feb 19, 2025 17:00 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | SaleSeries N Common Stock | 3,000 | $67.04 | $201,105.30 |
DisclosureSEC source: 0001225208-25-001931 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,986.5298 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.00 to $67.11, 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 written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:16 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | SaleSeries N Common Stock | 1,942 | $64.32 | $124,909.44 |
DisclosureSEC source: 0001225208-24-002738 · doc4.xml · nonDerivative · entry 3 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,986.5298 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:16 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | SaleSeries N Common Stock | 803 | $64.32 | $51,648.96 |
DisclosureSEC source: 0001225208-24-002738 · doc4.xml · nonDerivative · entry 2 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,928.5298 Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 22:16 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | SaleSeries N Common Stock | 255 | $64.32 | $16,401.60 |
DisclosureSEC source: 0001225208-24-002738 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,731.5298 Read SEC document |
| February 15, 2023 Filed Feb 15, 2023 20:15 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | SaleSeries N Common Stock | 3,000 | $58.69 | $176,070.30 |
DisclosureSEC source: 0001225208-23-001958 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,986.5298 Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 22:18 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 36.5298 | $54.69 | $1,997.81 |
DisclosureSEC source: 0001225208-23-000464 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,986.5298 F1 · shares: Shares acquired under a broker automatic dividend reinvestment plan. F2 · balance_after: On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock. Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 17:08 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 250 | $706.20 | $176,548.85 |
DisclosureSEC source: 0001225208-21-014826 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 Read SEC document |
| December 18, 2017 Filed Dec 18, 2017 18:25 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 200 | $381.16 | $76,232.00 |
DisclosureSEC source: 0001225208-17-018766 · doc4.xml · nonDerivative · entry 1 Brogan John P. · CIK 0001447697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,800 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.