Willow Grove Holdings LP - Nov 16, 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
Stock symbol
UHAL
Transactions as of
Nov 16, 2023
Transactions value $
$0
Form type
4
Date filed
11/17/2023, 07:41 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 Direct F1
holding UHAL Series N Common Stock 7.92M Nov 16, 2023 Blackwater Investments, Inc. F2
holding UHAL Common Stock 24.9K Nov 16, 2023 SAC Holding Corporation F2
holding UHAL Common Stock 1.32M Nov 16, 2023 Clarendon Strategies, LLC F2
holding UHAL Common Stock 880K Nov 16, 2023 Blackwater Investments, Inc. F2
holding UHAL Common Stock 7.56M 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 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater Investments, Inc. is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly-owned subsidiaries of Blackwater Investments, Inc.