Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | UHAL | Common Stock | Gift | $0 | -1.8K | -10.34% | $0.00 | 15.6K | Jun 11, 2021 | Direct | |
transaction | UHAL | Common Stock | Purchase | $44.2M | +80K | +0.96% | $552.06 | 8.42M | Jun 15, 2021 | Willow Grove Holdings LP | F1 |
transaction | UHAL | Common Stock | Purchase | $53.4K | +99 | +0% | $539.69 | 8.42M | Jun 15, 2021 | Willow Grove Holdings LP | F1 |
transaction | UHAL | Common Stock | Purchase | $553K | +1.03K | +0.01% | $538.00 | 8.42M | Jun 15, 2021 | Willow Grove Holdings LP | F1, F2 |
transaction | UHAL | Common Stock | Purchase | $368K | +683 | +0.01% | $538.82 | 8.42M | Jun 15, 2021 | Willow Grove Holdings LP | F1, F3 |
holding | UHAL | Common Stock | 4.72K | Jun 15, 2021 | ESOP Trust Fund | ||||||
holding | UHAL | Common Stock | 10.4K | Jun 15, 2021 | EJS-028 Trust | F4 |
Id | Content |
---|---|
F1 | Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein. |
F2 | The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4. |
F3 | The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive. |
F4 | The reporting person is a trustee of the EJS-028 Trust (the "Trust"). Shares held by the Trust were inadvertently omitted from previous filings. The reporting person disclaims beneficial ownership of issuer common stock held by the Trust except to the extent of his pecuniary interest therein. |
Exhibit List: