Willow Grove Holdings LP - Nov 28, 2022 Form 4 Insider Report for AMERCO /NV/ (UHAL)

Role
10%+ Owner
Signature
Willow Grove Holdings LP, /s/ Stuart M. Shoen, Attorney-in-Fact
Stock symbol
UHAL
Transactions as of
Nov 28, 2022
Transactions value $
$28,232,494
Form type
4
Date filed
11/30/2022, 07:41 PM
Previous filing
Nov 18, 2022
Next filing
Dec 9, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Purchase $5.43M +92.3K +15.3% $58.86 695K Nov 28, 2022 Clarendon Strategies, LLC F1, F2
transaction UHAL Common Stock Purchase $13.5M +229K +32.86% $59.28 924K Nov 28, 2022 Clarendon Strategies, LLC F1, F2
transaction UHAL Common Stock Purchase $12K +200 +0.02% $59.99 924K Nov 29, 2022 Clarendon Strategies, LLC F2
transaction UHAL Common Stock Purchase $4.73M +78.2K +8.46% $60.51 1M Nov 29, 2022 Clarendon Strategies, LLC F2, F3
transaction UHAL Common Stock Purchase $3.16M +51.6K +5.14% $61.31 1.05M Nov 29, 2022 Clarendon Strategies, LLC F2, F3
transaction UHAL Common Stock Purchase $1.29M +20.8K +1.97% $61.88 1.07M Nov 30, 2022 Clarendon Strategies, LLC F2, F4
transaction UHAL Common Stock Purchase $55.8K +900 +0.08% $62.00 1.08M Nov 30, 2022 Clarendon Strategies, LLC F2
holding UHAL Common Stock 880K Nov 28, 2022 Blackwater Investments, Inc. F2
holding UHAL Common Stock 7.56M Nov 28, 2022 Direct
holding UHAL Series N Common Stock 7.92M Nov 28, 2022 Blackwater Investments, Inc. F2
holding UHAL Series N Common Stock 68.1M Nov 28, 2022 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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove.
F3 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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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 (3).
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.625 to $61.995, 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 (4).