| |
| |
|
| Insider
Information: |
Shoen Mark V |
| Relationship: |
10% Owner |
| City: |
Phoenix |
| State: |
AZ |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
47,732 |
|
|
Indirect Shares
|
18,163,684 |
|
|
| Direct
Value |
$3,294,940 |
|
|
|
Indirect Value
|
$1,253,839,107 |
|
|
| Total
Shares |
18,211,416 |
|
|
| Total
Value |
$1,257,134,046 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
24
|
1
|
|
Stock
price went up :
|
19
|
1
|
| Stock
price went down : |
5
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
3.8
|
1.0
|
| Percentage
Gain/Loss : |
 24.3%
|
26.4%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
AMERCO |
UHAL |
10% Owner |
2023-11-16 |
47,732 |
2023-11-16 |
18,163,684 |
Premium* |
|
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|
|
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|
Records found :
86 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| UHAL |
AMERCO |
|
– – • |
2022-11-16 |
4 |
B |
$52.75 |
$17,389,512 |
I/I |
324,000 |
324,000 |
0.01 |
% |
|
| UHAL |
AMERCO |
VP,U-Haul Business Consultants |
• – • |
2009-11-12 |
4 |
S |
$54.42 |
$395,252 |
I/I |
(7,263) |
777,343 |
0 |
- |
|
| UHAL |
AMERCO |
VP,U-Haul Business Consultants |
• – • |
2009-11-11 |
4 |
S |
$54.77 |
$520,297 |
I/I |
(9,500) |
784,606 |
0 |
- |
|
| UHAL |
AMERCO |
|
– – • |
2022-11-18 |
4 |
B |
$55.79 |
$231,640 |
I/I |
4,150 |
603,150 |
0.01 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2023-03-23 |
4 |
B |
$56.41 |
$1,404,711 |
I/I |
24,900 |
24,900 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2022-11-28 |
4 |
B |
$58.86 |
$18,981,817 |
I/I |
320,850 |
924,000 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2022-11-29 |
4 |
B |
$59.99 |
$7,907,814 |
I/I |
130,000 |
1,054,000 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2022-11-30 |
4 |
B |
$61.88 |
$1,342,862 |
I/I |
21,700 |
1,075,700 |
1.5 |
% |
|
| UHAL |
AMERCO |
President-U-Haul |
• – • |
2005-11-16 |
4 |
B |
$62.15 |
$2,063,380 |
I/I |
33,200 |
3,285,530 |
3.36 |
- |
|
| UHAL |
AMERCO |
President-U-Haul |
• – • |
2005-11-17 |
4 |
B |
$63.70 |
$1,274,000 |
I/I |
20,000 |
3,305,530 |
3.36 |
- |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2022-12-07 |
4 |
B |
$63.78 |
$8,575,679 |
I/I |
133,300 |
1,209,000 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2022-12-08 |
4 |
B |
$64.87 |
$7,553,717 |
I/I |
115,000 |
1,324,000 |
1.5 |
% |
|
| UHAL |
AMERCO |
President-U-Haul |
• – • |
2006-03-07 |
4 |
B |
$89.14 |
$1,782,800 |
I/I |
20,000 |
3,325,530 |
3.36 |
- |
|
| UHAL |
AMERCO |
President-U-Haul |
• – • |
2006-03-08 |
4 |
B |
$93.54 |
$6,566,508 |
I/I |
70,200 |
3,395,730 |
3.36 |
- |
|
| UHAL |
AMERCO |
President, U-Haul Phx Oper. |
• – • |
2006-12-08 |
4 |
B |
$95.00 |
$9,500,000 |
I/I |
100,000 |
3,529,690 |
3.36 |
- |
|
| UHAL |
AMERCO |
President-U-Haul |
• – • |
2006-03-09 |
4 |
B |
$95.05 |
$3,212,690 |
I/I |
33,800 |
3,429,530 |
3.36 |
- |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-23 |
4 |
B |
$225.42 |
$1,139,567 |
I/I |
4,800 |
8,334,804 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-18 |
4 |
B |
$243.64 |
$365,460 |
I/I |
1,500 |
8,328,504 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-20 |
4 |
B |
$253.17 |
$379,750 |
I/I |
1,500 |
8,330,004 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-12 |
4 |
B |
$271.08 |
$7,861 |
I/I |
29 |
8,324,033 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-24 |
4 |
B |
$273.41 |
$820,236 |
I/I |
3,000 |
8,337,804 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-13 |
4 |
B |
$275.00 |
$825,119 |
I/I |
2,971 |
8,327,004 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-09 |
4 |
B |
$308.31 |
$1,587,704 |
I/I |
5,101 |
8,323,105 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-03-10 |
4 |
B |
$309.65 |
$278,373 |
I/I |
899 |
8,324,004 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
• • • |
2020-02-24 |
4 |
B |
$340.59 |
$824,689 |
I/I |
2,420 |
8,318,004 |
1.5 |
% |
|
86 Records found
|
|
Page 3 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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