Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHAL,UHALB · Entity 3409 | Advisory Board Member | March 01, 2024 | April 03, 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 March 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDouglas & Angela Ducey Revocable Trust UAD 09/27/05 | 100 |
Reported balance
After 2024-03-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-03-01 · Purchase · Acquired 100 · Balance 100 |
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 |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Apr 3, 2024 22:10 UTC | U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 | PurchaseCommon Stock | 100 | $64.24 | $6,424.00 |
DisclosureSEC source: 0001225208-24-004929 · doc4.xml · nonDerivative · entry 1 Ducey Douglas Anthony · CIK 0002007312 · Advisory Board Member 10b5-1 filing: No plan indicated Ownership: Indirect · Douglas & Angela Ducey Revocable Trust UAD 09/27/05 Disclosed balance after: 100 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.