Earnings Feed
Start Free
Home/Filings/4/0000950170-24-098504
4//SEC Filing

Willow Grove Holdings LP 4

Accession 0000950170-24-098504

CIK 0000004457other
View on SEC.govCompany Profile

Filed

Aug 18, 8:00 PM ET

Accepted

Aug 19, 4:05 PM ET

Size

12.2 KB

Accession

0000950170-24-098504

Insider Transaction Report

Form 4
Period: 2024-08-16
U-Haul Holding Co /NV/UHALB
Willow Grove Holdings LP
10% Owner
Transactions
  • Other

    Series N Common Stock

    2024-08-16−680,000→ 67,253,456 total
Holdings

  • Series N Common Stock

    (indirect: Blackwater Investments, Inc.)
    7,921,143

  • Common Stock

    (indirect: SAC Holding Corporation)
    24,900

  • Common Stock

    (indirect: By LLC)
    1,324,000

  • Common Stock

    (indirect: Blackwater Investments, Inc.)
    880,127

  • Common Stock

    7,562,884
Foster Road LLC
10% Owner
Transactions
  • Other

    Series N Common Stock

    2024-08-16−680,000→ 67,253,456 total
Holdings

  • Series N Common Stock

    (indirect: Blackwater Investments, Inc.)
    7,921,143

  • Common Stock

    (indirect: SAC Holding Corporation)
    24,900

  • Common Stock

    (indirect: By LLC)
    1,324,000

  • Common Stock

    7,562,884

  • Common Stock

    (indirect: Blackwater Investments, Inc.)
    880,127
Clarendon Strategies, LLC
10% Owner
Transactions
  • Other

    Series N Common Stock

    2024-08-16−680,000→ 67,253,456 total
Holdings

  • Series N Common Stock

    (indirect: Blackwater Investments, Inc.)
    7,921,143

  • Common Stock

    (indirect: SAC Holding Corporation)
    24,900

  • Common Stock

    (indirect: Blackwater Investments, Inc.)
    880,127

  • Common Stock

    (indirect: By LLC)
    1,324,000

  • Common Stock

    7,562,884
Footnotes (2)
  • [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 Edward J. Shoen 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. is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc.

Documents

1 file

Issuer

U-Haul Holding Co /NV/

CIK 0000004457

→
Entity typeother
IncorporatedDE

Related Parties

1
  • filerCIK 0001662239

Filing Metadata

Form type
4
Filed
Aug 18, 8:00 PM ET
Accepted
Aug 19, 4:05 PM ET
Size
12.2 KB
View on SEC.gov