Edward J. Shoen - 16 Dec 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
Issuer symbol
UHAL
Transactions as of
16 Dec 2021
Net transactions value
+$6,160,971
Form type
4
Filing time
20 Dec 2021, 17:21:02 UTC
Previous filing
16 Jun 2021
Next filing
18 Nov 2022
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Other $6,160,971 +8,548 +34% $720.75 33,654 16 Dec 2021 EJS-028 Trust F1
transaction UHAL Common Stock Other $6,160,971 -8,548 -25% $720.75 25,106 16 Dec 2021 EJS-028 Trust F2
transaction UHAL Common Stock Other $6,160,971 +8,548 +0.1% $720.75 8,433,207 16 Dec 2021 Willow Grove Holdings LP F2, F3
holding UHAL Common Stock 32 16 Dec 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.