Willow Grove Holdings LP - 23 Mar 2023 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHAL)

Role
10%+ Owner
Signature
/s/ Stuart M. Shoen, for Willow Grove Holdings LP, as Attorney-in-Fact
Issuer symbol
UHAL
Transactions as of
23 Mar 2023
Net transactions value
+$1,404,711
Form type
4
Filing time
27 Mar 2023, 20:16:36 UTC
Previous filing
09 Dec 2022
Next filing
17 Nov 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Purchase $1,404,711 +24,900 $56.41 24,900 23 Mar 2023 SAC Holding Corporation F1, F2
holding UHAL Common Stock 1,324,000 23 Mar 2023 Clarendon Strategies, LLC F2
holding UHAL Common Stock 880,127 23 Mar 2023 Blackwater Investments, Inc. F2
holding UHAL Common Stock 7,562,884 23 Mar 2023 Direct
holding UHAL Series N Common Stock 7,921,143 23 Mar 2023 Blackwater Investments, Inc. F2
holding UHAL Series N Common Stock 68,065,956 23 Mar 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 Edward J. Shoen 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. is a wholly-owned subsidiaries of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc.