4//SEC Filing
SHOEN EDWARD J 4
Accession 0001104659-22-120422
CIK 0000004457other
Filed
Nov 17, 7:00 PM ET
Accepted
Nov 18, 7:02 PM ET
Size
30.6 KB
Accession
0001104659-22-120422
Insider Transaction Report
Form 4
AMERCO /NV/UHAL,UHALB
SHOEN EDWARD J
DirectorChairman, President10% 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$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
2022-11-16$52.75/sh+47,087$2,483,745→ 47,087 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
2022-11-18$56.00/sh+600$33,600→ 603,150 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
2022-11-17$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)
Holdings
- 15.125(indirect: By Trust)
Common Stock
- 136.125(indirect: By Trust)
Series N Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 68,065,956(indirect: Willow Grove Holdings LP)
Series N Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 32
Common Stock
- 288
Series N Common Stock
Footnotes (7)
- [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 the reporting person 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 ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.
- [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]Includes shares held by the EJS-028 Trust for which the Reporting Person is the beneficiary.
- [F6]Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary.
- [F7]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
Related Parties
1- filerCIK 0000925122
Filing Metadata
- Form type
- 4
- Filed
- Nov 17, 7:00 PM ET
- Accepted
- Nov 18, 7:02 PM ET
- Size
- 30.6 KB