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