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 | November 02, 2021 | June 26, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
U-Haul Holding Co /NV/
Report date November 02, 2021 · Filed June 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5 |
Reported balance
After 2021-11-02 transaction · row 1
1 source rowRow 1 · 2021-11-02 · Purchase · Acquired 5 · Balance 5 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5 |
Reported balance
After 2021-11-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-11-09 · Purchase · Acquired 5 · Balance 5 |
| Series N Common StockSEC Table I · non-derivative | Direct | 135 |
Reported balance
Holding disclosure · report date 2021-11-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 135 F1: 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. |
| Series N Common StockSEC Table I · non-derivative | IndirectBy Spouse | 135 |
Reported balance
Holding disclosure · report date 2021-11-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 135 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| December 08, 2022 Filed Feb 21, 2023 22:06 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 90 | $61.67 | $5,550.30 |
DisclosureSEC source: 0001225208-23-002420 · doc4.xml · nonDerivative · entry 2 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 90 Read SEC document |
| December 08, 2022 Filed Feb 21, 2023 22:06 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseSeries N Common Stock | 90 | $61.90 | $5,571.00 |
DisclosureSEC source: 0001225208-23-002420 · doc4.xml · nonDerivative · entry 1 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90 Read SEC document |
| November 09, 2021 Filed Jun 26, 2024 18:29 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 5 | $752.19 | $3,760.95 |
DisclosureSEC source: 0001225208-24-007003 · doc4.xml · nonDerivative · entry 2 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 5 Read SEC document |
| November 02, 2021 Filed Jun 26, 2024 18:29 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 5 | $744.95 | $3,724.75 |
DisclosureSEC source: 0001225208-24-007003 · doc4.xml · nonDerivative · entry 1 Herrera Richard Jay · CIK 0001396382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5 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.