Filing Details
- Accession Number:
- 0001062993-23-007828
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-03-27 20:16:36
- Reporting Period:
- 2023-03-23
- Accepted Time:
- 2023-03-27 20:16:36
- SEC Url:
- Form 4 Filing
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 |
|---|---|---|---|---|---|---|---|
| 1662239 | Willow Grove Holdings Lp | 207 E Clarendon Ave Phoenix AZ 85012 | No | No | Yes | No | |
| 1662241 | Foster Road Llc | 207 E Clarendon Ave Phoenix AZ 85012 | No | No | Yes | 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 | 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 | 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 $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 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. Blackwater Investments, Inc. is a wholly-owned subsidiaries of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc.
Billionaire Hedge Funds
