Form 4 for UHAL U-Haul Holding Co /NV/
Accepted 2021-12-20 00:00:00 ET · period of report 2021-12-16 · accession 0001140361-21-042485 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021-12-20 | 2021-11-09 | UHAL | SHOEN MARK V | 10% | G - Gift | $0.00 | -316 | 15.3K | -2% | $0 | |
| 2021-12-20 | 2021-12-16 | UHAL | SHOEN MARK V | 10% | J - Other | $720.75 | -8,548 | 6,752 | -56% | -$6.16M | |
| MI | 2021-12-20 | 2021-12-16 | UHAL | SHOEN MARK V | 10% | J - Other | $720.75 | +23.3K | 18.9K | New | +$16.79M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-11-09 | G | D | 316 | $0.00 | 15,300 | D EJS-028 Trust | — | — | |
| 2 | Common | Common Stock | 2021-12-16 | J | D | 8,548 | $720.75 | 6,752 | D EJS-028 Trust | — | — | |
| 3 | Common | Common Stock | 2021-12-16 | J | A | 8,548 | $720.75 | 8,433,207 | I | — | — | |
| 4 | Common | Common Stock | 2021-12-16 | J | A | 14,750 | $720.75 | 25,106 | I | — | — | |
| 5 | Common | Common Stock | 2021-12-16 | J | D | 8,548 | $720.75 | 10,356 | I Willow Grove Holdings LP | — | — | (F4) Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Edward Shoen and (b) owned by a trust associated with the reporting person a trust associated with Edward Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to thrae extent of his pecuniary interest therein. |
| 6 | Common | Common Stock | 2021-12-16 | J | A | 8,548 | $720.75 | 18,904 | I EJS-028 Trust | — | — |