SHOEN EDWARD J 4

4 · U-Haul Holding Co /NV/ · Filed Mar 27, 2023

Form 4

Period: 2023-03-23

DirectorChairman, President10% Owner

Transactions

Purchase
Common Stock
2023-03-23$56.41/sh+24,900$1,404,711→ 24,900 total(indirect: SAC Holding Corporation)

Holdings

Footnotes (4)

[F1]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).
[F2]Willow Grove Holdings, LP ("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, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. 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's children are the beneficiaries.
[F4]Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary.

Documents

1 file