0001062993-23-007827.txt : 20230327
0001062993-23-007827.hdr.sgml : 20230327
20230327201609
ACCESSION NUMBER: 0001062993-23-007827
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230323
FILED AS OF DATE: 20230327
DATE AS OF CHANGE: 20230327
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: SHOEN EDWARD J
CENTRAL INDEX KEY: 0000925122
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-11255
FILM NUMBER: 23765928
MAIL ADDRESS:
STREET 1: 2727 N CENTRAL AVE
CITY: PHOENIX
STATE: AZ
ZIP: 85004
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: U-Haul Holding Co /NV/
CENTRAL INDEX KEY: 0000004457
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-AUTO RENTAL & LEASING (NO DRIVERS) [7510]
IRS NUMBER: 880106815
STATE OF INCORPORATION: NV
FISCAL YEAR END: 0331
BUSINESS ADDRESS:
STREET 1: 5555 KIETZKE LANE STE 100
CITY: RENO
STATE: NV
ZIP: 89511
BUSINESS PHONE: 7756886300
MAIL ADDRESS:
STREET 1: 5555 KIETZKE LANE
STREET 2: SUITE 100
CITY: RENO
STATE: NV
ZIP: 89511
FORMER COMPANY:
FORMER CONFORMED NAME: AMERCO /NV/
DATE OF NAME CHANGE: 19920703
FORMER COMPANY:
FORMER CONFORMED NAME: AMERCO
DATE OF NAME CHANGE: 19770926
4
1
form4.xml
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
X0407
4
2023-03-23
0000004457
U-Haul Holding Co /NV/
UHAL UHALB
0000925122
SHOEN EDWARD J
207 E CLARENDON AVE
PHOENIX
AZ
85012
1
1
1
0
President
0
Common Stock
2023-03-23
4
P
0
24900
56.4141
A
24900
I
SAC Holding Corporation
Common Stock
1324000
I
Clarendon Strategies, LLC
Common Stock
7562884
I
Willow Grove Holdings LP
Common Stock
25106
I
EJS-028 Trust
Common Stock
880127
I
Blackwater Investments, Inc.
Common Stock
15.125
I
ESOP Trust Fund
Common Stock
32
D
Series N Common Stock
68056956
I
Willow Grove Holdings LP
Series N Common Stock
225954
I
EJS-028 Trust
Series N Common Stock
7921143
I
Blackwater Investments, Inc.
Series N Common Stock
136.125
I
ESOP Trust Fund
Series N Common Stock
288
D
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.
/s/ Stuart M. Shoen, Attorney-in-Fact
2023-03-27