0001104659-22-125980.txt : 20221209 0001104659-22-125980.hdr.sgml : 20221209 20221209185249 ACCESSION NUMBER: 0001104659-22-125980 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20221207 FILED AS OF DATE: 20221209 DATE AS OF CHANGE: 20221209 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Willow Grove Holdings LP CENTRAL INDEX KEY: 0001662239 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-11255 FILM NUMBER: 221455877 BUSINESS ADDRESS: STREET 1: 1250 E. MISSOURI AVE CITY: PHOENIX STATE: AZ ZIP: 85014 BUSINESS PHONE: 602-248-0525 MAIL ADDRESS: STREET 1: 1250 E. MISSOURI AVE CITY: PHOENIX STATE: AZ ZIP: 85014 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Clarendon Strategies, LLC CENTRAL INDEX KEY: 0001954801 STATE OF INCORPORATION: AZ FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-11255 FILM NUMBER: 221455875 BUSINESS ADDRESS: STREET 1: 207 EAST CLARENDON AVENUE CITY: PHOENIX STATE: AZ ZIP: 85012 BUSINESS PHONE: 602-248-0525 MAIL ADDRESS: STREET 1: 207 EAST CLARENDON AVENUE CITY: PHOENIX STATE: AZ ZIP: 85012 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Foster Road LLC CENTRAL INDEX KEY: 0001662241 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-11255 FILM NUMBER: 221455876 BUSINESS ADDRESS: STREET 1: 1250 E. MISSOURI AVE CITY: PHOENIX STATE: AZ ZIP: 85014 BUSINESS PHONE: 602-248-0525 MAIL ADDRESS: STREET 1: 1250 E. MISSOURI AVE CITY: PHOENIX STATE: AZ ZIP: 85014 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: AMERCO /NV/ CENTRAL INDEX KEY: 0000004457 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-AUTO RENTAL & LEASING (NO DRIVERS) [7510] IRS NUMBER: 880106815 STATE OF INCORPORATION: NV FISCAL YEAR END: 0331 BUSINESS ADDRESS: STREET 1: 5555 KIETZKE LANE STE 100 CITY: RENO STATE: NV ZIP: 89511 BUSINESS PHONE: 7756886300 MAIL ADDRESS: STREET 1: 5555 KIETZKE LANE STREET 2: SUITE 100 CITY: RENO STATE: NV ZIP: 89511 FORMER COMPANY: FORMER CONFORMED NAME: AMERCO DATE OF NAME CHANGE: 19770926 4 1 tm2232335-4_4seq1.xml OWNERSHIP DOCUMENT X0306 4 2022-12-07 0 0000004457 AMERCO /NV/ UHAL,UHALB 0001662239 Willow Grove Holdings LP 207 E CLARENDON AVE PHOENIX AZ 85012 0 0 1 0 0001662241 Foster Road LLC 207 E CLARENDON AVE PHOENIX AZ 85012 0 0 1 0 0001954801 Clarendon Strategies, LLC 207 E CLARENDON AVE PHOENIX AZ 85012 0 0 1 0 Common Stock 2022-12-07 4 P 0 35013 63.815 A 1110713 I Clarendon Strategies, LLC Common Stock 2022-12-07 4 P 0 96087 64.542 A 1206800 I Clarendon Strategies, LLC Common Stock 2022-12-07 4 P 0 2200 65.000 A 1209000 I Clarendon Strategies, LLC Common Stock 2022-12-08 4 P 0 27029 64.865 A 1236029 I Clarendon Strategies, LLC Common Stock 2022-12-08 4 P 0 42302 65.660 A 1278331 I Clarendon Strategies, LLC Common Stock 2022-12-08 4 P 0 45669 66.181 A 1324000 I Clarendon Strategies, LLC Common Stock 880127 I Blackwater Investments, Inc. Common Stock 7562884 D Series N Common Stock 7921143 I Blackwater Investments, Inc. Series N Common Stock 68065956 D 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). 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. 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). Willow Grove Holdings LP, /s/ Stuart M. Shoen, Attorney-in-Fact 2022-12-09 Foster Road LLC, /s/ Stuart M. Shoen, Attorney-in-Fact 2022-12-09 Clarendon Strategies, LLC, /s/ Stuart M. Shoen, Attorney-in-Fact 2022-12-09