4//SEC Filing
SHOEN EDWARD J 4
Accession 0001104659-22-123372
CIK 0000004457other
Filed
Nov 29, 7:00 PM ET
Accepted
Nov 30, 8:43 PM ET
Size
24.7 KB
Accession
0001104659-22-123372
Insider Transaction Report
Form 4
AMERCO /NV/UHAL,UHALB
SHOEN EDWARD J
DirectorChairman, President10% Owner
Transactions
- Purchase
Common Stock
2022-11-29$60.51/sh+78,233$4,734,192→ 1,002,433 total(indirect: By LLC) - Purchase
Common Stock
2022-11-28$58.86/sh+92,295$5,432,391→ 695,445 total(indirect: By LLC) - Purchase
Common Stock
2022-11-28$59.28/sh+228,555$13,549,426→ 924,000 total(indirect: By LLC) - Purchase
Common Stock
2022-11-30$61.88/sh+20,800$1,287,062→ 1,074,800 total(indirect: By LLC) - Purchase
Common Stock
2022-11-30$62.00/sh+900$55,800→ 1,075,700 total(indirect: By LLC) - Purchase
Common Stock
2022-11-29$59.99/sh+200$11,998→ 924,200 total(indirect: By LLC) - Purchase
Common Stock
2022-11-29$61.31/sh+51,567$3,161,624→ 1,054,000 total(indirect: By LLC)
Holdings
- 32
Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 136.125(indirect: By Trust)
Series N Common Stock
- 288
Series N Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 15.125(indirect: By Trust)
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 68,065,956(indirect: Willow Grove Holdings LP)
Series N Common Stock
Footnotes (6)
- [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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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 $61.625 to $61.995, 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 (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.
Documents
Issuer
AMERCO /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0000925122
Filing Metadata
- Form type
- 4
- Filed
- Nov 29, 7:00 PM ET
- Accepted
- Nov 30, 8:43 PM ET
- Size
- 24.7 KB