Statement of Changes in Beneficial Ownership (4)
10 December 2022 - 10:53AM
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
|
OMB
APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response... 0.5 |
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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 * Willow Grove
Holdings LP |
2. Issuer Name and Ticker or Trading
Symbol AMERCO /NV/ [ UHAL,UHALB ] |
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)_____
Director __X__
10% Owner
_____ Officer (give title
below) _____ Other
(specify below)
|
(Last)
(First)
(Middle)
207 E CLARENDON AVE |
3. Date of Earliest Transaction (MM/DD/YYYY)
12/7/2022
|
(Street)
PHOENIX, AZ 85012
(City)
(State)
(Zip)
|
4. If Amendment, Date Original Filed
(MM/DD/YYYY)
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6. Individual or Joint/Group Filing
(Check Applicable Line) ___
Form filed by One Reporting Person
_ X _ Form filed by More than One Reporting
Person |
Table I - Non-Derivative Securities Acquired, Disposed of, or
Beneficially Owned
|
1.Title of Security
(Instr. 3) |
2. Trans. Date |
2A. Deemed Execution Date, if any |
3. Trans. Code
(Instr. 8) |
4. Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4 and 5) |
5. Amount of Securities Beneficially Owned Following
Reported Transaction(s)
(Instr. 3 and 4) |
6. Ownership Form: Direct (D) or Indirect (I)
(Instr. 4) |
7. Nature of Indirect Beneficial Ownership (Instr.
4) |
Code |
V |
Amount |
(A) or (D) |
Price |
Common Stock |
12/7/2022 |
|
P |
|
35013 |
A |
$63.815 (1) |
1110713 |
I (2) |
Clarendon Strategies, LLC |
Common Stock |
12/7/2022 |
|
P |
|
96087 |
A |
$64.542 (1) |
1206800 |
I (2) |
Clarendon Strategies, LLC |
Common Stock |
12/7/2022 |
|
P |
|
2200 |
A |
$65.000 |
1209000 |
I (2) |
Clarendon Strategies, LLC |
Common Stock |
12/8/2022 |
|
P |
|
27029 |
A |
$64.865 (3) |
1236029 |
I (2) |
Clarendon Strategies, LLC |
Common Stock |
12/8/2022 |
|
P |
|
42302 |
A |
$65.660 (3) |
1278331 |
I (2) |
Clarendon Strategies, LLC |
Common Stock |
12/8/2022 |
|
P |
|
45669 |
A |
$66.181 (3) |
1324000 |
I (2) |
Clarendon Strategies, LLC |
Common Stock |
|
|
|
|
|
|
|
880127 |
I (2) |
Blackwater Investments,
Inc. |
Common Stock |
|
|
|
|
|
|
|
7562884 |
D |
|
Series N Common Stock |
|
|
|
|
|
|
|
7921143 |
I (2) |
Blackwater Investments,
Inc. |
Series N Common Stock |
|
|
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68065956 |
D |
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Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible
securities)
|
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) |
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 $63.815: $63.135 to $63.995, inclusive
and (b) with respect to the weighted average price of $64.542:
$64.000 to $64.995, 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). |
(2) |
Willow Grove Holdings, LP
("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, 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. Clarendon Strategies, LLC and Blackwater Investments,
Inc. are wholly-owned subsidiaries of Willow Grove. |
(3) |
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 $64.865: $64.645 to $64.99, inclusive,
(b) with respect to the weighted average price of $65.660: $65.00
to $65.99, inclusive and (c) with respect to the weighted average
price of $66.181: $66.00 to $66.34, 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
(3). |
Reporting
Owners
|
Reporting Owner Name / Address |
Relationships
|
Director |
10% Owner |
Officer |
Other |
Willow Grove Holdings LP
207 E CLARENDON AVE
PHOENIX, AZ 85012 |
|
X |
|
|
Foster Road LLC
207 E CLARENDON AVE
PHOENIX, AZ 85012 |
|
X |
|
|
Clarendon Strategies, LLC
207 E CLARENDON AVE
PHOENIX, AZ 85012 |
|
X |
|
|
Signatures
|
Willow Grove Holdings LP, /s/ Stuart M. Shoen,
Attorney-in-Fact |
|
12/9/2022 |
**Signature
of Reporting Person |
Date |
Foster Road LLC, /s/ Stuart M. Shoen,
Attorney-in-Fact |
|
12/9/2022 |
**Signature
of Reporting Person |
Date |
Clarendon Strategies, LLC, /s/ Stuart M. Shoen,
Attorney-in-Fact |
|
12/9/2022 |
**Signature
of Reporting Person |
Date |
Reminder: Report on a separate line for each class
of securities beneficially owned directly or
indirectly. |
* |
If the form is filed by more than one
reporting person, see Instruction 4(b)(v). |
** |
Intentional misstatements or omissions
of facts constitute Federal Criminal Violations. See 18
U.S.C. 1001 and 15 U.S.C. 78ff(a). |
Note: |
File three copies of this Form, one of
which must be manually signed. If space is insufficient, see
Instruction 6 for procedure. |
Persons who respond to the collection of information
contained in this form are not required to respond unless the form
displays a currently valid OMB control number. |
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