Willow Grove Holdings LP - Aug 16, 2024 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHALB)

Role
10%+ Owner
Signature
/s/ Stuart M. Shoen for Willow Grove Holdings LP, as Attorney-in-Fact
Stock symbol
UHALB
Transactions as of
Aug 16, 2024
Transactions value $
$0
Form type
4
Date filed
8/19/2024, 04:05 PM
Previous filing
Nov 17, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHALB Series N Common Stock Other -680K -1% 67.3M Aug 16, 2024 Direct F1
holding UHALB Series N Common Stock 7.92M Aug 16, 2024 Blackwater Investments, Inc. F2
holding UHALB Common Stock 24.9K Aug 16, 2024 SAC Holding Corporation F2
holding UHALB Common Stock 1.32M Aug 16, 2024 Clarendon Strategies, LLC F2
holding UHALB Common Stock 880K Aug 16, 2024 Blackwater Investments, Inc. F2
holding UHALB Common Stock 7.56M Aug 16, 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.
F2 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater Investments, Inc. is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc.