Willow Grove Holdings LP 4
4 · U-Haul Holding Co /NV/ · Filed Sep 22, 2025
Insider Transaction Report
Form 4
Willow Grove Holdings LP
10% Owner
Transactions
- Purchase
Series N Common Stock
2025-09-18+229,515→ 8,150,658 total(indirect: Blackwater Investments, Inc.)
Holdings
- 1,324,000(indirect: By LLC)
Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 67,253,456
Series N Common Stock
- 7,562,884
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
Footnotes (2)
- [F1]This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein.
- [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 is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater.