Willow Grove Holdings LP 4
4 · U-Haul Holding Co /NV/ · Filed Aug 19, 2024
Insider Transaction Report
Form 4
Willow Grove Holdings LP
10% Owner
Transactions
- Other
Series N Common Stock
2024-08-16−680,000→ 67,253,456 total
Holdings
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,562,884
Common Stock
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.