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

Role
Chairman/President, Director, 10%+ Owner
Signature
/s/ Edward J. Shoen by Stuart M. Shoen, Attorney-in-Fact
Stock symbol
UHAL
Transactions as of
Dec 16, 2021
Transactions value $
$6,160,971
Form type
4
Date filed
12/20/2021, 05:21 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 Other $6.16M +8.55K +34.05% $720.75 33.7K Dec 16, 2021 EJS-028 Trust F1
transaction UHAL Common Stock Other -$6.16M -8.55K -25.4% $720.75 25.1K Dec 16, 2021 EJS-028 Trust F2
transaction UHAL Common Stock Other $6.16M +8.55K +0.1% $720.75 8.43M Dec 16, 2021 Willow Grove Holdings LP F2, F3
holding UHAL Common Stock 32 Dec 16, 2021 Direct
* 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 EJS-028 Trust received shares of Common Stock in settlement of a promissory note due from Mark Shoen.
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, using Common Stock.
F3 Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Mark Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Mark Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Mark Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein.