MARK V. SHOEN - 16 Dec 2021 Form 4 Insider Report for AMERCO /NV/ (UHAL)

Role
10%+ Owner
Signature
/s/ Mark Shoen by Stuart M. Shoen, Attorney-in-Fact
Issuer symbol
UHAL
Transactions as of
16 Dec 2021
Transactions value $
$10,631,062
Form type
4
Filing time
20 Dec 2021, 17:19:19 UTC
Previous filing
16 Jun 2021
Next filing
18 Nov 2022
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHAL Common Stock Gift $0 -316 -2.02% $0.000000 15,300 09 Nov 2021 Direct
transaction UHAL Common Stock Other $-6,160,971 -8,548 -55.9% $720.75* 6,752 16 Dec 2021 Direct F1
transaction UHAL Common Stock Other $6,160,971 +8,548 +82.5% $720.75* 18,904 16 Dec 2021 EJS-028 Trust F1
transaction UHAL Common Stock Other $-6,160,971 -8,548 -45.2% $720.75* 10,356 16 Dec 2021 EJS-028 Trust F2
transaction UHAL Common Stock Other $10,631,062 +14,750 +142% $720.75* 25,106 16 Dec 2021 EJS-028 Trust F3
transaction UHAL Common Stock Other $6,160,971 +8,548 +0.1% $720.75* 8,433,207 16 Dec 2021 Willow Grove Holdings LP F2, F4
holding UHAL Common Stock 4,723 16 Dec 2021 ESOP Trust Fund
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock.
F2 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.
F3 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.
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.