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