SEC Info  
    Home      Search      My Interests      Help      Sign In      Please Sign In

Southwest Fiduciary, Inc. – ‘3’ for 6/30/06 re: Amerco/NV

On:  Thursday, 7/13/06, at 2:05pm ET   ·   For:  6/30/06   ·   As:  10% Owner   ·   Accession #:  1209191-6-41099   ·   File #:  1-11255

Magnifying glass tilted right emoji
  in    Show  and   Hints

  As Of                Filer                Filing    For·On·As Docs:Size              Issuer               Agent

 7/13/06  Southwest Fiduciary, Inc.         3          10% Owner   1:4K   Amerco/NV                         RR Donnelley File16/FA

Initial Statement of Beneficial Ownership of Securities   —   Form 3
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 3           Initial Statement of Beneficial Ownership of        HTML      5K 
                          Securities -- bpx72595_bpx2swf3.xml/2.2                

This ‘3’ Document is an XML Data File that may be rendered in various formats:

  Form 3    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File

SEC Info rendering:  Initial Statement of Beneficial Ownership of Securities
Washington, D.C. 20549


Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Southwest Fiduciary, Inc.

7147 N. 59TH AVE


2. Date of Event Requiring Statement (Month/Day/Year)
3. Issuer Name and Ticker or Trading Symbol
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock1,424,473ISee footnote below (1)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
(1)  Shares are held by Southwest Fiduciary, Inc., as trustee for the "C" Irrevocable Trusts dated December 20, 1982. Of the total shares, 337,426 shares are owned by the "C" Irrevocable Trust dated December 20, 1982 (James P. Shoen, Grantor); 527,604 shares are owned by the "C" Irrevocable Trust dated December 20, 1982 (Mark V. Shoen, Grantor); and 559,443 shares are owned by the "C" Irrevocable Trust dated December 20, 1982 (Edward J. Shoen, Grantor).
/s/ Southwest Fiduciary, Inc., Trustee 7/13/05
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Filing Submission 0001209191-06-041099   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

Copyright © 2021 Fran Finnegan & Company LLC – All Rights Reserved.
AboutPrivacyRedactionsHelp — Tue., Jan. 19, 12:55:05.0am ET