Edward J Shoen bought $16M of UHAL
President at AMERCO /NV/. 248,300 shares at an average of $64.97, traded Dec 7, 2022, filed Dec 9, 2022.
Score components
- +20RolePresident
- +25Trade size$16.1M at market
- +6Relative to holdingsHoldings up 23%
- 0Price contextNear the top of the 52-week range
- +15Cluster4 insiders buying within 14 days
- +5Repeat buying3 buys in 90 days
- 0Track recordToo few past buys to judge (0 with prices)
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 0001104659-22-125978, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 7, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +35,013 | $63.82 | $2.2M | 1,110,713 | Dec 9, 2022 |
| Dec 7, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +96,087 | $64.54 | $6.2M | 1,206,800 | Dec 9, 2022 |
| Dec 7, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +2,200 | $65.00 | $143k | 1,209,000 | Dec 9, 2022 |
| Dec 8, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +27,029 | $64.87 | $1.8M | 1,236,029 | Dec 9, 2022 |
| Dec 8, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +42,302 | $65.66 | $2.8M | 1,278,331 | Dec 9, 2022 |
| Dec 8, 2022 | POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC | +45,669 | $66.18 | $3.0M | 1,324,000 | Dec 9, 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% | |
| 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% | |
| 66Notable | AMERCO /NV/ | Mark Shoen V 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.