4//SEC Filing
Willow Grove Holdings LP 4
Accession 0001104659-22-120421
CIK 0000004457other
Filed
Nov 17, 7:00 PM ET
Accepted
Nov 18, 7:02 PM ET
Size
29.0 KB
Accession
0001104659-22-120421
Insider Transaction Report
Form 4
AMERCO /NV/UHAL,UHALB
Willow Grove Holdings LP
10% Owner
Transactions
- Purchase
Common Stock
2022-11-16$52.75/sh+47,087$2,483,745→ 47,087 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$52.71/sh+63,063$3,324,051→ 387,063 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$54.49/sh+101,483$5,530,113→ 322,921 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$54.62/sh+85,980$4,695,884→ 550,582 total(indirect: By LLC) - Purchase
Common Stock
2022-11-18$56.00/sh+600$33,600→ 603,150 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$53.43/sh+174,351$9,316,271→ 221,438 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$55.03/sh+1,079$59,383→ 324,000 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$53.36/sh+77,539$4,137,481→ 464,602 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$55.10/sh+48,418$2,668,074→ 599,000 total(indirect: By LLC) - Purchase
Common Stock
2022-11-18$55.79/sh+3,550$198,040→ 602,550 total(indirect: By LLC)
Holdings
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 7,562,884
Common Stock
- 68,065,956
Series N Common Stock
Foster Road LLC
10% Owner
Transactions
- Purchase
Common Stock
2022-11-16$53.43/sh+174,351$9,316,271→ 221,438 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$54.49/sh+101,483$5,530,113→ 322,921 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$54.62/sh+85,980$4,695,884→ 550,582 total(indirect: By LLC) - Purchase
Common Stock
2022-11-18$55.79/sh+3,550$198,040→ 602,550 total(indirect: By LLC) - Purchase
Common Stock
2022-11-18$56.00/sh+600$33,600→ 603,150 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$52.75/sh+47,087$2,483,745→ 47,087 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$53.36/sh+77,539$4,137,481→ 464,602 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$55.03/sh+1,079$59,383→ 324,000 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$52.71/sh+63,063$3,324,051→ 387,063 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$55.10/sh+48,418$2,668,074→ 599,000 total(indirect: By LLC)
Holdings
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,562,884
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 68,065,956
Series N Common Stock
Clarendon Strategies, LLC
10% Owner
Transactions
- Purchase
Common Stock
2022-11-17$53.36/sh+77,539$4,137,481→ 464,602 total(indirect: By LLC) - Purchase
Common Stock
2022-11-18$55.79/sh+3,550$198,040→ 602,550 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$54.62/sh+85,980$4,695,884→ 550,582 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$55.03/sh+1,079$59,383→ 324,000 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$55.10/sh+48,418$2,668,074→ 599,000 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$54.49/sh+101,483$5,530,113→ 322,921 total(indirect: By LLC) - Purchase
Common Stock
2022-11-17$52.71/sh+63,063$3,324,051→ 387,063 total(indirect: By LLC) - Purchase
Common Stock
2022-11-18$56.00/sh+600$33,600→ 603,150 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$52.75/sh+47,087$2,483,745→ 47,087 total(indirect: By LLC) - Purchase
Common Stock
2022-11-16$53.43/sh+174,351$9,316,271→ 221,438 total(indirect: By LLC)
Holdings
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 68,065,956
Series N Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,562,884
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 $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, 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 Edward J. Shoen 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. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove.
- [F3]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 $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, 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 (3).
- [F4]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. 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 (4).
- [F5]On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock.
Documents
Issuer
AMERCO /NV/
CIK 0000004457
Entity typeother
IncorporatedDE
Related Parties
1- filerCIK 0001662239
Filing Metadata
- Form type
- 4
- Filed
- Nov 17, 7:00 PM ET
- Accepted
- Nov 18, 7:02 PM ET
- Size
- 29.0 KB