Edward J. Shoen - Mar 23, 2023 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHAL)

Role
President, Director, 10%+ Owner
Signature
/s/ Stuart M. Shoen, Attorney-in-Fact
Stock symbol
UHAL
Transactions as of
Mar 23, 2023
Transactions value $
$1,404,711
Form type
4
Date filed
3/27/2023, 08:16 PM
Previous filing
Dec 9, 2022
Next filing
Nov 17, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Purchase $1.4M +24.9K $56.41 24.9K Mar 23, 2023 SAC Holding Corporation F1, F2
holding UHAL Common Stock 1.32M Mar 23, 2023 Clarendon Strategies, LLC F2
holding UHAL Common Stock 7.56M Mar 23, 2023 Willow Grove Holdings LP F2
holding UHAL Common Stock 25.1K Mar 23, 2023 EJS-028 Trust F3
holding UHAL Common Stock 880K Mar 23, 2023 Blackwater Investments, Inc. F2
holding UHAL Common Stock 15.1 Mar 23, 2023 ESOP Trust Fund F4
holding UHAL Common Stock 32 Mar 23, 2023 Direct
holding UHAL Series N Common Stock 68.1M Mar 23, 2023 Willow Grove Holdings LP F2
holding UHAL Series N Common Stock 226K Mar 23, 2023 EJS-028 Trust F3
holding UHAL Series N Common Stock 7.92M Mar 23, 2023 Blackwater Investments, Inc. F2
holding UHAL Series N Common Stock 136 Mar 23, 2023 ESOP Trust Fund F4
holding UHAL Series N Common Stock 288 Mar 23, 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 $56.4141: $55.9450 to $56.7400, 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. 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's children are the beneficiaries.
F4 Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary.