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Filing Details

Accession Number:: 0001062993-23-007829
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2023-03-27 20:17:14
Reporting Period:: 2023-03-23

Accepted Time:: 2023-03-27 20:17:14
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
1134431	V Mark Shoen	207 E Clarendon Ave Phoenix AZ 85012		No	No	Yes	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	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	6,707	Indirect	Shoen Family Revocable Trust
Common Stock	4,770	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	60,363	Indirect	Shoen Family Revocable Trust
Series N Common Stock	42,931	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 Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person 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 subsidiary 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 is the trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.
Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.
Reflects ESOP dispositions that have occurred since the date of the reporting person's last ownership report.