Home > Insider Trading > Filing (0001062993-23-007827)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
4457	U-Haul Holding Co	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	Yes	Yes	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	2023-03-23	24,900	$56.41	24,900	No	4	P	Indirect	SAC Holding Corporation

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	P	Indirect	SAC Holding Corporation

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	1,324,000	Indirect	Clarendon Strategies, LLC
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 Fund
Common Stock	32	Direct
Series N Common Stock	68,056,956	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 $56.4141: $55.9450 to $56.7400, 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. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.
Includes shares held by the EJS-028 Trust for which the Reporting Person's children are the beneficiaries.
Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary.