Willow Grove Holdings LP 4
4 · U-Haul Holding Co /NV/ · Filed Nov 17, 2023
Insider Transaction Report
Form 4
U-Haul Holding Co /NV/UHAL UHALB
Willow Grove Holdings LP
10% Owner
Transactions
- Other
Series N Common Stock
2023-11-16−132,500→ 67,933,456 total
Holdings
- 1,324,000(indirect: By LLC)
Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,562,884
Common Stock
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.