Statement of Changes in Beneficial Ownership (4)
21 December 2021 - 10:19AM
Edgar (US Regulatory)
FORM 4
[ ]
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
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OMB APPROVAL
OMB Number:
3235-0287
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Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person
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SHOEN MARK V |
2. Issuer Name and Ticker or Trading Symbol
AMERCO /NV/
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UHAL
]
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5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
_____ Director __X__ 10% Owner _____ Officer (give title below) _____ Other (specify below)
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(Last)
(First)
(Middle)
207 E CLARENDON |
3. Date of Earliest Transaction
(MM/DD/YYYY)
12/16/2021 |
(Street)
PHOENIX, AZ 85012
(City)
(State)
(Zip)
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4. If Amendment, Date Original Filed
(MM/DD/YYYY)
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6. Individual or Joint/Group Filing
(Check Applicable Line)
_X
_ Form filed by One Reporting Person
___ Form filed by More than One Reporting Person
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Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
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1.Title of Security (Instr. 3)
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2. Trans. Date
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2A. Deemed Execution Date, if any
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3. Trans. Code (Instr. 8)
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4. Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)
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5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)
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6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)
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7. Nature of Indirect Beneficial Ownership (Instr. 4)
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Code
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V
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Amount
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(A) or (D)
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Price
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Common Stock | 11/9/2021 | | G |
V
| 316 | D | $0 | 15300 | D | |
Common Stock | 12/16/2021 | | J(1) | | 8548 | D | $720.75 | 6752 | D | |
Common Stock | 12/16/2021 | | J(1) | | 8548 | A | $720.75 | 18904 | I | EJS-028 Trust |
Common Stock | 12/16/2021 | | J(2) | | 8548 | D | $720.75 | 10356 | I | EJS-028 Trust |
Common Stock | 12/16/2021 | | J(3) | | 14750 | A | $720.75 | 25106 | I | EJS-028 Trust |
Common Stock | 12/16/2021 | | J(2) | | 8548 | A | $720.75 | 8433207 | I | Willow Grove Holdings LP (4) |
Common Stock | | | | | | | | 4722.894 | I | ESOP Trust Fund |
Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
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1. Title of Derivate Security (Instr. 3) | 2. Conversion or Exercise Price of Derivative Security | 3. Trans. Date | 3A. Deemed Execution Date, if any | 4. Trans. Code (Instr. 8) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) | 8. Price of Derivative Security (Instr. 5) | 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) | 10. Ownership Form of Derivative Security: Direct (D) or Indirect (I) (Instr. 4) | 11. Nature of Indirect Beneficial Ownership (Instr. 4) |
Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares |
Explanation of Responses: |
(1) | In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock. |
(2) | In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove. |
(3) | Transfer of shares for value to family trust of which the Reporting Person is a trustee. The reporting person disclaims beneficial ownership of common stock held by the EJS-208 Trust except to the extent of his pecuniary interest therein. |
(4) | 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. |
Reporting Owners
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Reporting Owner Name / Address | Relationships |
Director | 10% Owner | Officer | Other |
SHOEN MARK V 207 E CLARENDON PHOENIX, AZ 85012 |
| X |
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Signatures
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/s/ Mark Shoen by Stuart M. Shoen, Attorney-in-Fact | | 12/16/2021 |
**Signature of Reporting Person | Date |
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