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4//SEC Filing

Willow Grove Holdings LP 4

Accession 0001062993-23-021166

CIK 0000004457other
View on SEC.govCompany Profile

Filed

Nov 16, 7:00 PM ET

Accepted

Nov 17, 7:41 PM ET

Size

12.1 KB

Accession

0001062993-23-021166

Insider Transaction Report

Form 4
Period: 2023-11-16
U-Haul Holding Co /NV/UHAL UHALB
Clarendon Strategies, LLC
10% Owner
Transactions
  • Other

    Series N Common Stock

    2023-11-16−132,500→ 67,933,456 total
Holdings

  • Common Stock

    (indirect: By LLC)
    1,324,000

  • Common Stock

    7,562,884

  • Series N Common Stock

    (indirect: Blackwater Investments, Inc.)
    7,921,143

  • Common Stock

    (indirect: Blackwater Investments, Inc.)
    880,127

  • Common Stock

    (indirect: SAC Holding Corporation)
    24,900
Willow Grove Holdings LP
10% Owner
Transactions
  • Other

    Series N Common Stock

    2023-11-16−132,500→ 67,933,456 total
Holdings

  • Common Stock

    (indirect: By LLC)
    1,324,000

  • Common Stock

    (indirect: SAC Holding Corporation)
    24,900

  • Series N Common Stock

    (indirect: Blackwater Investments, Inc.)
    7,921,143

  • Common Stock

    (indirect: Blackwater Investments, Inc.)
    880,127

  • Common Stock

    7,562,884
Foster Road LLC
10% Owner
Transactions
  • Other

    Series N Common Stock

    2023-11-16−132,500→ 67,933,456 total
Holdings

  • Common Stock

    (indirect: SAC Holding Corporation)
    24,900

  • Common Stock

    (indirect: By LLC)
    1,324,000

  • Series N Common Stock

    (indirect: Blackwater Investments, Inc.)
    7,921,143

  • Common Stock

    (indirect: Blackwater Investments, Inc.)
    880,127

  • Common Stock

    7,562,884
Footnotes (2)
  • [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]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.

Documents

1 file

Issuer

U-Haul Holding Co /NV/

CIK 0000004457

→
Entity typeother
IncorporatedDE

Related Parties

1
  • filerCIK 0001662239

Filing Metadata

Form type
4
Filed
Nov 16, 7:00 PM ET
Accepted
Nov 17, 7:41 PM ET
Size
12.1 KB
View on SEC.gov