Filing Details
- Accession Number:
- 0001104659-22-120421
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2022-11-18 19:02:01
- Reporting Period:
- 2022-11-16
- Accepted Time:
- 2022-11-18 19:02:01
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
4457 | Amerco | UHAL,UHALB | Services-Auto Rental & Leasing (No Drivers) (7510) | 880106815 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1662239 | Willow Grove Holdings Lp | 207 E Clarendon Ave Phoenix AZ 85012 | No | No | No | No | |
1662241 | Foster Road Llc | 207 E Clarendon Ave Phoenix AZ 85012 | No | No | No | No | |
1954801 | Clarendon Strategies, Llc | 207 E Clarendon Ave Phoenix AZ 85012 | No | No | Yes | 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 | Acquisiton | 2022-11-16 | 47,087 | $52.75 | 47,087 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-16 | 174,351 | $53.43 | 221,438 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-16 | 101,483 | $54.49 | 322,921 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-16 | 1,079 | $55.04 | 324,000 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-17 | 63,063 | $52.71 | 387,063 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-17 | 77,539 | $53.36 | 464,602 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-17 | 85,980 | $54.62 | 550,582 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-17 | 48,418 | $55.11 | 599,000 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-18 | 3,550 | $55.79 | 602,550 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Common Stock | Acquisiton | 2022-11-18 | 600 | $56.00 | 603,150 | No | 4 | P | Indirect | Clarendon Strategies, LLC |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
No | 4 | P | Indirect | Clarendon Strategies, LLC |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Stock | 880,127 | Indirect | Blackwater Investments, Inc. |
Common Stock | 7,562,884 | Direct | |
Series N Common Stock | 7,921,143 | Indirect | Blackwater Investments, Inc. |
Series N Common Stock | 68,065,956 | Direct |
Footnotes
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).
- Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove.
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4).
- On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock.