Edward J. Shoen - Nov 16, 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
Nov 16, 2023
Transactions value $
$0
Form type
4
Date filed
11/17/2023, 07:38 PM
Previous filing
Mar 27, 2023
Next filing
Aug 19, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Series N Common Stock Other -133K -0.19% 67.9M Nov 16, 2023 Willow Grove Holdings LP F1, F2, F3
holding UHAL Series N Common Stock 226K Nov 16, 2023 EJS-028 Trust F4
holding UHAL Series N Common Stock 7.92M Nov 16, 2023 Blackwater Investments, Inc. F3
holding UHAL Series N Common Stock 321 Nov 16, 2023 ESOP Trust Fund F5
holding UHAL Series N Common Stock 288 Nov 16, 2023 Direct
holding UHAL Common Stock 24.9K Nov 16, 2023 SAC Holding Corporation F3
holding UHAL Common Stock 1.32M Nov 16, 2023 Clarendon Strategies, LLC F3
holding UHAL Common Stock 7.56M Nov 16, 2023 Willow Grove Holdings LP F3
holding UHAL Common Stock 25.1K Nov 16, 2023 EJS-028 Trust F4
holding UHAL Common Stock 880K Nov 16, 2023 Blackwater Investments, Inc. F3
holding UHAL Common Stock 15.1 Nov 16, 2023 ESOP Trust Fund F5
holding UHAL Common Stock 32 Nov 16, 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents a pro rata, 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 This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956.
F3 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.
F4 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.
F5 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.