Edward J. Shoen - Aug 16, 2024 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHALB)

Role
President, Director, 10%+ Owner
Signature
/s/ Stuart M. Shoen, as Attorney-in-Fact
Stock symbol
UHALB
Transactions as of
Aug 16, 2024
Transactions value $
$0
Form type
4
Date filed
8/19/2024, 04:05 PM
Previous filing
Nov 17, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHALB Series N Common Stock Other -680K -1% 67.3M Aug 16, 2024 Willow Grove Holdings LP F1, F2
holding UHALB Series N Common Stock 609 Aug 16, 2024 Direct
holding UHALB Series N Common Stock 158 Aug 16, 2024 By ESOP Trust Fund F4, F5
holding UHALB Series N Common Stock 7.92M Aug 16, 2024 By Blackwater Investments, Inc. F2
holding UHALB Series N Common Stock 226K Aug 16, 2024 By EJS-028 Trust F3
holding UHALB Common Stock 47.1 Aug 16, 2024 Direct
holding UHALB Common Stock 880K Aug 16, 2024 By Blackwater Investments, Inc. F2
holding UHALB Common Stock 25.1K Aug 16, 2024 By EJS-028 Trust F3
holding UHALB Common Stock 7.56M Aug 16, 2024 By Willow Grove Holdings LP F2
holding UHALB Common Stock 1.32M Aug 16, 2024 By Clarendon Strategies, LLC F2
holding UHALB Common Stock 24.9K Aug 16, 2024 By SAC Holding Corporation F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.
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 Investments, Inc. ("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 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.
F5 This form reflects a 0.132 share increase in beneficial ownership resulting from an exempt acquisition by the ESOP Trust Fund pursuant to Rule 16b-3(c).