4//SEC Filing
SHOEN EDWARD J 4
Accession 0001062993-23-021164
CIK 0000004457other
Filed
Nov 16, 7:00 PM ET
Accepted
Nov 17, 7:38 PM ET
Size
14.4 KB
Accession
0001062993-23-021164
Insider Transaction Report
Form 4
U-Haul Holding Co /NV/UHAL UHALB
SHOEN EDWARD J
DirectorChairman, President10% Owner
Transactions
- Other
Series N Common Stock
2023-11-16−132,500→ 67,933,456 total(indirect: Willow Grove Holdings LP)
Holdings
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 15.125(indirect: By Trust)
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 321.032(indirect: By Trust)
Series N Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
- 288
Series N Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 32
Common Stock
Footnotes (5)
- [F1]Represents a pro rata, 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]This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956.
- [F3]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.
- [F4]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.
- [F5]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.
Issuer
U-Haul Holding Co /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0000925122
Filing Metadata
- Form type
- 4
- Filed
- Nov 16, 7:00 PM ET
- Accepted
- Nov 17, 7:38 PM ET
- Size
- 14.4 KB