Mark Shoen V bought $28M of UHAL
owner at AMERCO /NV/. 472,550 shares at an average of $59.75, traded Nov 28, 2022, filed Nov 30, 2022.
Score components
- +12Role10% owner
- +25Trade size$28.2M at market
- +10Relative to holdingsHoldings up 78%
- +4Price context18% below the 52-week high
- +15Cluster4 insiders buying within 14 days
- +5Repeat buying2 buys in 90 days
- 0Track recordToo few past buys to judge (1 with prices)
- -5Outside holderA 10% owner who is not an officer or director
What happened after comparable buys
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001104659-22-123371, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Nov 28, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +92,295 | $58.86 | $5.4M | 695,445 | Nov 30, 2022 |
| Nov 28, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +228,555 | $59.28 | $14M | 924,000 | Nov 30, 2022 |
| Nov 29, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +200 | $59.99 | $12k | 924,200 | Nov 30, 2022 |
| Nov 29, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +78,233 | $60.51 | $4.7M | 1,002,433 | Nov 30, 2022 |
| Nov 29, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +51,567 | $61.31 | $3.2M | 1,054,000 | Nov 30, 2022 |
| Nov 30, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +20,800 | $61.88 | $1.3M | 1,074,800 | Nov 30, 2022 |
| Nov 30, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +900 | $62.00 | $56k | 1,075,700 | Nov 30, 2022 |
Related signals
Other insiders at AMERCO /NV/ and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 27Weak | UHALsell AMERCO /NV/ | John P. Brogan director | $201k 3,000 shares | -7% | |
| 23Weak | UHALbuy AMERCO /NV/ | Richard Jay Herrera director | $7,486 10 shares | - | |
| 16Weak | UHALbuy AMERCO /NV/ | Douglas Anthony Ducey other | $6,424 100 shares | - | |
| 27Weak | UHALsell AMERCO /NV/ | John P. Brogan director | $193k 3,000 shares | -6% | |
| 46Moderate | UHALbuy AMERCO /NV/ | Mark Shoen V owner | $6.9M 132,500 shares | +220% | |
| 57Moderate | UHALsell AMERCO /NV/ | Mark Shoen V owner | $6.9M 132,500 shares | -100% | |
| 71Notable | AMERCO /NV/ | Edward J Shoen President | $16M 248,300 shares | +23% | |
| 58Moderate | AMERCO /NV/ | Mark Shoen V owner | $16M 248,300 shares | +23% | |
| 58Moderate | AMERCO /NV/ | Willow Grove Holdings LP owner | $16M 248,300 shares | +23% | |
| 66Notable | AMERCO /NV/ | Willow Grove Holdings LP owner | $28M 472,550 shares | +78% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.