SHOEN EDWARD J 4
4 · U-Haul Holding Co /NV/ · Filed Aug 19, 2024
Insider Transaction Report
Form 4
SHOEN EDWARD J
DirectorChairman, President10% Owner
Transactions
- Other
Series N Common Stock
2024-08-16−680,000→ 67,253,456 total(indirect: Willow Grove Holdings LP)
Holdings
- 609.032
Series N Common Stock
- 7,921,143(indirect: By Blackwater Investments, Inc.)
Series N Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
- 158.308(indirect: By Trust)
Series N Common Stock
- 47.125
Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 880,127(indirect: By Blackwater Investments, Inc.)
Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 7,562,884(indirect: By Willow Grove Holdings LP)
Common Stock
- 24,900(indirect: By 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 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. ("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 EJS-028 Trust for which the Reporting Person is one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust except to the extent of his pecuniary interest therein.
- [F4]Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein.
- [F5]This form reflects a 0.132 share increase in beneficial ownership resulting from an exempt acquisition by the ESOP Trust Fund pursuant to Rule 16b-3(c).