SEC Form 4 · accession 0001225208-16-025626
AMERCO /NV/ · UHAL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Mark V Shoen
10% Owner
Period of report
Feb 1, 2016
Accepted (ET)
Feb 3, 2016 · 5:54 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000004457
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Feb 1, 2016 | S | 714,700 | $431.83 | D | 0 | I | Blackwater Investments, Inc. |
| Common Stock | Feb 1, 2016 | S | 3,042,065 | $431.83 | D | 0 | I | MVS-028 Trust |
| Common Stock | Feb 1, 2016 | S | 30,000 | $431.83 | D | 0 | I | SAC Holding Corporation |
| Common Stock | holding | — | — | — | 22,416 | D | ||
| Common Stock | holding | — | — | — | 4,592 | I | ESOP Trust Fund |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1On February 1, 2016, the reporting person contributed Blackwater Investments, Inc. to Willow Grove Holdings LP and received a limited partnership interest in Willow Grove Holdings LP in return for such contribution. Blackwater Investments, Inc. is the direct and indirect owner of 714,700 and 30,000 shares, respectively, of AMERCO Common Stock.
- F2On February 1, 2016, the reporting person contributed 3,042,065 shares indirectly owned by the reporting person to Willow Grove Holdings LP and the contributing trust received a limited partnership interest in Willow Grove Holdings LP in return for such contribution. The general partner of Willow Grove Holdings LP is Foster Road LLC. Foster Road LLC controls the voting and disposition decisions with respect to the AMERCO Common Stock owned by Willow Grove Holdings LP. Foster Road LLC is owned and managed equally by the reporting person and Edward J. Shoen. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.