Filing Details

Accession Number:
0001140361-21-021224
Form Type:
4
Zero Holdings:
No
Publication Time:
2021-06-16 16:40:13
Reporting Period:
2021-06-15
Accepted Time:
2021-06-16 16:40:13
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
4457 Amerco UHAL Services-Auto Rental & Leasing (No Drivers) (7510) 880106815
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1134431 V Mark Shoen 207 E Clarendon
Phoenix AZ 85012
No No No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Disposition 2021-06-11 1,800 $0.00 15,616 No 5 G Direct
Common Stock Acquisiton 2021-06-15 80,000 $552.06 8,422,849 No 4 P Indirect Willow Grove Holdings LP
Common Stock Acquisiton 2021-06-15 99 $539.69 8,422,948 No 4 P Indirect Willow Grove Holdings LP
Common Stock Acquisiton 2021-06-15 1,028 $538.00 8,423,976 No 4 P Indirect Willow Grove Holdings LP
Common Stock Acquisiton 2021-06-15 683 $538.82 8,424,659 No 4 P Indirect Willow Grove Holdings LP
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 G Direct
No 4 P Indirect Willow Grove Holdings LP
No 4 P Indirect Willow Grove Holdings LP
No 4 P Indirect Willow Grove Holdings LP
No 4 P Indirect Willow Grove Holdings LP
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 4,723 Indirect ESOP Trust Fund
Common Stock 10,356 Indirect EJS-028 Trust
Footnotes
  1. 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.
  2. 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.
  3. 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.
  4. 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 stockheld by the Trust except to the extent of his pecuniary interest therein.