4//SEC Filing
SHOEN EDWARD J 4
Accession 0001193125-25-211324
CIK 0000004457other
Filed
Sep 21, 8:00 PM ET
Accepted
Sep 22, 4:12 PM ET
Size
14.1 KB
Accession
0001193125-25-211324
Insider Transaction Report
Form 4
SHOEN EDWARD J
DirectorChairman, President10% Owner
Transactions
- Purchase
Series N Common Stock
2025-09-18+229,515→ 8,150,658 total(indirect: Blackwater Investments, Inc.)
Holdings
- 609.032
Series N Common Stock
- 158.308(indirect: By Trust)
Series N Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 67,253,456(indirect: Willow Grove Holdings LP)
Series N Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 47.125
Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
Footnotes (4)
- [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 Willow Grove Holdings, LP ("Willow Grove"), and the EJS-028 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein.
- [F2]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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.
- [F3]Includes shares held by the EJS-028 Trust for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust except to the extent of his pecuniary interest therein.
- [F4]Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein.
Documents
Issuer
U-Haul Holding Co /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0000925122
Filing Metadata
- Form type
- 4
- Filed
- Sep 21, 8:00 PM ET
- Accepted
- Sep 22, 4:12 PM ET
- Size
- 14.1 KB