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Filing Details

Accession Number:: 0001104659-22-120422
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2022-11-18 19:02:53
Reporting Period:: 2022-11-16

Accepted Time:: 2022-11-18 19:02:53
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
925122	J Edward Shoen	207 E Clarendon Ave Phoenix AZ 85012	President	No	No	No	No

Reported Non-Derivative Transactions

Show Other Fields >>

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	7,562,884	Indirect	Willow Grove Holdings LP
Common Stock	25,106	Indirect	EJS-028 Trust
Common Stock	880,127	Indirect	Blackwater Investments, Inc.
Common Stock	15	Indirect	ESOP Trust
Common Stock	32	Direct
Series N Common Stock	68,065,956	Indirect	Willow Grove Holdings LP
Series N Common Stock	225,954	Indirect	EJS-028 Trust
Series N Common Stock	7,921,143	Indirect	Blackwater Investments, Inc.
Series N Common Stock	136	Indirect	ESOP Trust Fund
Series N Common Stock	288	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 the reporting person 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 ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.
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).
Includes shares held by the EJS-028 Trust for which the Reporting Person is the beneficiary.
Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary.
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.