4//SEC Filing
SHOEN MARK V 4
Accession 0001062993-23-007829
CIK 0000004457other
Filed
Mar 26, 8:00 PM ET
Accepted
Mar 27, 8:17 PM ET
Size
14.7 KB
Accession
0001062993-23-007829
Insider Transaction Report
Form 4
U-Haul Holding Co /NV/UHAL UHALB
SHOEN MARK V
VP,U-Haul Business Consultants10% Owner
Transactions
- Purchase
Common Stock
2023-03-23$56.41/sh+24,900$1,404,711→ 24,900 total(indirect: SAC Holding Corporation)
Holdings
- 1,324,000(indirect: By LLC)
Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 4,770
Common Stock
- 68,056,956(indirect: Willow Grove Holdings LP)
Series N Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 60,363(indirect: By Trust)
Series N Common Stock
- 42,931
Series N Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
- 6,707(indirect: By Trust)
Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
Footnotes (5)
- [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 Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person 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 subsidiary 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 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.
- [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]Reflects ESOP dispositions that have occurred since the date of the reporting person's last ownership report.
Issuer
U-Haul Holding Co /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0001134431
Filing Metadata
- Form type
- 4
- Filed
- Mar 26, 8:00 PM ET
- Accepted
- Mar 27, 8:17 PM ET
- Size
- 14.7 KB