| |
| |
|
| 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 |
$3,296,372 |
|
|
|
Indirect Value
|
$1,254,384,017 |
|
|
| Total
Shares |
18,211,416 |
|
|
| Total
Value |
$1,257,680,389 |
|
|
|
|
|
|
|
|
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%
|
26.7%
|
| |
|
|
|
|
|
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 2 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 |
10% Owner |
• • • |
2020-03-24 |
4 |
B |
$273.41 |
$820,236 |
I/I |
3,000 |
8,337,804 |
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 |
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 |
10% Owner |
– – • |
2023-03-23 |
4 |
B |
$56.41 |
$1,404,711 |
I/I |
24,900 |
24,900 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2023-11-16 |
4 |
A |
$0.00 |
$0 |
I/I |
132,500 |
132,500 |
0 |
- |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2023-11-16 |
4 |
B |
$52.43 |
$6,946,975 |
I/I |
132,500 |
192,863 |
1.5 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2023-11-16 |
4 |
S |
$52.43 |
$6,946,975 |
I/I |
(132,500) |
0 |
0 |
% |
|
| UHAL |
AMERCO |
10% Owner |
– – • |
2023-11-16 |
4 |
D |
$0.00 |
$0 |
I/I |
(132,500) |
67,933,456 |
0 |
- |
|
| UHAL |
AMERCO |
officerTitle |
• – • |
2003-09-12 |
4 |
S |
$20.00 |
$1,139,969 |
D/D |
(56,400) |
3,295,381 |
|
- |
|
| UHAL |
AMERCO |
officerTitle |
• – • |
2003-09-12 |
4 |
S |
$20.47 |
$965,849 |
D/D |
(46,900) |
3,248,481 |
|
- |
|
| UHAL |
AMERCO |
officerTitle |
– • – |
2005-11-30 |
4 |
S |
$24.97 |
$279,576 |
I/I |
(11,196) |
32,860 |
|
- |
|
| UHAL |
AMERCO |
officerTitle |
– • – |
2005-12-01 |
4 |
S |
$24.91 |
$331,474 |
I/I |
(13,300) |
19,560 |
|
- |
|
| 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 |
• – • |
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 |
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 |
• – • |
2006-03-09 |
4 |
B |
$95.05 |
$3,212,690 |
I/I |
33,800 |
3,429,530 |
3.36 |
- |
|
| UHAL |
AMERCO |
VP,U-Haul Business Consultants |
• – • |
2008-05-06 |
4 |
A |
$24.10 |
$227,667 |
D/D |
9,295 |
25,995 |
0 |
- |
|
| UHAL |
AMERCO |
VP,U-Haul Business Consultants |
• – • |
2008-05-13 |
4 |
A |
$24.17 |
$580,080 |
D/D |
24,000 |
49,995 |
0 |
- |
|
| UHAL |
AMERCO |
VP,U-Haul Business Consultants |
• – • |
2008-05-14 |
4 |
A |
$24.10 |
$409,700 |
D/D |
17,000 |
66,995 |
0 |
- |
|
| UHAL |
AMERCO |
VP,U-Haul Business Consultants |
• – • |
2008-05-15 |
4 |
A |
$24.16 |
$275,545 |
D/D |
11,405 |
78,400 |
0 |
- |
|
86 Records found
|
|
Page 2 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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