Willow Grove Holdings LP - Dec 7, 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
Dec 7, 2022
Transactions value $
$16,132,207
Form type
4
Date filed
12/9/2022, 05:52 PM
Previous filing
Nov 30, 2022
Next filing
Mar 27, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Purchase $2.23M +35K +3.25% $63.82 1.11M Dec 7, 2022 Clarendon Strategies, LLC F1, F2
transaction UHAL Common Stock Purchase $6.2M +96.1K +8.65% $64.54 1.21M Dec 7, 2022 Clarendon Strategies, LLC F1, F2
transaction UHAL Common Stock Purchase $143K +2.2K +0.18% $65.00 1.21M Dec 7, 2022 Clarendon Strategies, LLC F2
transaction UHAL Common Stock Purchase $1.75M +27K +2.24% $64.87 1.24M Dec 8, 2022 Clarendon Strategies, LLC F2, F3
transaction UHAL Common Stock Purchase $2.78M +42.3K +3.42% $65.66 1.28M Dec 8, 2022 Clarendon Strategies, LLC F2, F3
transaction UHAL Common Stock Purchase $3.02M +45.7K +3.57% $66.18 1.32M Dec 8, 2022 Clarendon Strategies, LLC F2, F3
holding UHAL Common Stock 880K Dec 7, 2022 Blackwater Investments, Inc. F2
holding UHAL Common Stock 7.56M Dec 7, 2022 Direct
holding UHAL Series N Common Stock 7.92M Dec 7, 2022 Blackwater Investments, Inc. F2
holding UHAL Series N Common Stock 68.1M Dec 7, 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 $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, 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 (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 $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, 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).