Mark V. Shoen - Dec 16, 2021 Form 4 Insider Report for AMERCO /NV/ (UHAL)

Role
10%+ Owner
Signature
/s/ Mark Shoen by Stuart M. Shoen, Attorney-in-Fact
Stock symbol
UHAL
Transactions as of
Dec 16, 2021
Transactions value $
$10,631,063
Form type
4
Date filed
12/20/2021, 05:19 PM
Previous filing
Jun 16, 2021
Next filing
Nov 18, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Gift $0 -316 -2.02% $0.00 15.3K Nov 9, 2021 Direct
transaction UHAL Common Stock Other -$6.16M -8.55K -55.87% $720.75 6.75K Dec 16, 2021 Direct F1
transaction UHAL Common Stock Other $6.16M +8.55K +82.54% $720.75 18.9K Dec 16, 2021 EJS-028 Trust F1
transaction UHAL Common Stock Other -$6.16M -8.55K -45.22% $720.75 10.4K Dec 16, 2021 EJS-028 Trust F2
transaction UHAL Common Stock Other $10.6M +14.8K +142.43% $720.75 25.1K Dec 16, 2021 EJS-028 Trust F3
transaction UHAL Common Stock Other $6.16M +8.55K +0.1% $720.75 8.43M Dec 16, 2021 Willow Grove Holdings LP F2, F4
holding UHAL Common Stock 4.72K Dec 16, 2021 ESOP Trust Fund
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock.
F2 In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove.
F3 Transfer of shares for value to family trust of which the Reporting Person is a trustee. The reporting person disclaims beneficial ownership of common stock held by the EJS-208 Trust except to the extent of his pecuniary interest therein.
F4 Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Edward Shoen and (b) owned by a trust associated with the reporting person a trust associated with Edward Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to thrae extent of his pecuniary interest therein.