4//SEC Filing
SHOEN MARK V 4
Accession 0000950170-24-098503
CIK 0000004457other
Filed
Aug 18, 8:00 PM ET
Accepted
Aug 19, 4:05 PM ET
Size
16.0 KB
Accession
0000950170-24-098503
Insider Transaction Report
Form 4
SHOEN MARK V
VP,U-Haul Business Consultants10% Owner
Transactions
- Other
Series N Common Stock
2024-08-16−680,000→ 67,253,456 total(indirect: Willow Grove Holdings LP) - Other
Series N Common Stock
2024-08-16+680,000→ 680,000 total(indirect: By Trust)
Holdings
- 42,962
Series N Common Stock
- 6,707(indirect: By Trust)
Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 192,863(indirect: By Trust)
Series N Common Stock
- 4,770
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
Footnotes (5)
- [F1]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]Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person 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.
- [F3]Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.
- [F4]Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.
- [F5]Includes shares held by the EJS-028 Trust for which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Documents
Issuer
U-Haul Holding Co /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0001134431
Filing Metadata
- Form type
- 4
- Filed
- Aug 18, 8:00 PM ET
- Accepted
- Aug 19, 4:05 PM ET
- Size
- 16.0 KB