Shoen Mark V's Form 4 filing
U-Haul Holding CoUHAL · filed Feb 24, 2025
- Accession no.
- 0000950170-25-025994
- Filed
- Feb 24, 2025
- Trade date
- Dec 16, 2024-Feb 21, 2025
- Filing delay
- 70 daysLate
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $842.3K. It was filed 70 days after the trade, past the 2-business-day deadline.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Shoen Mark VCIK 0001134431 | 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Dec 16, 2024 | Series N Common Stock | GGiftDisposed | −1,520 | $0.00 | $0 | 191,343 | Indirect | |
| Dec 18, 2024 | Series N Common Stock | GGiftDisposed | −752 | $0.00 | $0 | 190,591 | Indirect | |
| Feb 20, 2025 | Series N Common Stock | SSaleDisposed | −12,377 | $65.86F3 | −$815,149.22 | 667,623 | Indirect | |
| Feb 20, 2025 | Series N Common Stock | SSaleDisposed | −123 | $66.40F3 | −$8,167.2 | 667,500 | Indirect | |
| Feb 21, 2025 | Series N Common Stock | SSaleDisposed | −97 | $65.33F5 | −$6,337.01 | 667,403 | Indirect | |
| Feb 21, 2025 | Series N Common Stock | SSaleDisposed | −192 | $66.03 | −$12,677.76 | 667,211 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F3
Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.
Referenced by the price of 2 transactions in Table I.
- F5
The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.33, inclusive (weighted average of $65.3266). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.
Referenced by the price of 1 transaction in Table I.