Filing Details

Accession Number:
0001104659-22-120422
Form Type:
4
Zero Holdings:
No
Publication Time:
2022-11-18 19:02:53
Reporting Period:
2022-11-16
Accepted Time:
2022-11-18 19:02:53
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
4457 Amerco UHAL,UHALB Services-Auto Rental & Leasing (No Drivers) (7510) 880106815
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
925122 J Edward Shoen 207 E Clarendon Ave
Phoenix AZ 85012
President No No No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Acquisiton 2022-11-16 47,087 $52.75 47,087 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-16 174,351 $53.43 221,438 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-16 101,483 $54.49 322,921 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-16 1,079 $55.04 324,000 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-17 63,063 $52.71 387,063 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-17 77,539 $53.36 464,602 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-17 85,980 $54.62 550,582 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-17 48,418 $55.11 599,000 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-18 3,550 $55.79 602,550 No 4 P Indirect Clarendon Strategies, LLC
Common Stock Acquisiton 2022-11-18 600 $56.00 603,150 No 4 P Indirect Clarendon Strategies, LLC
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
No 4 P Indirect Clarendon Strategies, LLC
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 7,562,884 Indirect Willow Grove Holdings LP
Common Stock 25,106 Indirect EJS-028 Trust
Common Stock 880,127 Indirect Blackwater Investments, Inc.
Common Stock 15 Indirect ESOP Trust
Common Stock 32 Direct
Series N Common Stock 68,065,956 Indirect Willow Grove Holdings LP
Series N Common Stock 225,954 Indirect EJS-028 Trust
Series N Common Stock 7,921,143 Indirect Blackwater Investments, Inc.
Series N Common Stock 136 Indirect ESOP Trust Fund
Series N Common Stock 288 Direct
Footnotes
  1. 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).
  2. 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.
  3. 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).
  4. 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).
  5. Includes shares held by the EJS-028 Trust for which the Reporting Person is the beneficiary.
  6. Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary.
  7. 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.