Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHAL,UHALB · Entity 3409 | Advisory Board Member | January 07, 2026 | January 16, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
U-Haul Holding Co /NV/
Report date January 07, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-01-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,000 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 11, 2021 Filed Jun 11, 2021 18:36 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 75 | $558.73 | $41,904.75 |
DisclosureSEC source: 0001225208-21-009276 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 19, 2021 Filed Mar 19, 2021 19:52 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 100 | $603.00 | $60,300.00 |
DisclosureSEC source: 0001225208-21-005683 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 20:28 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 50 | $236.98 | $11,849.02 |
DisclosureSEC source: 0001225208-20-005425 · doc4.xml · nonDerivative · entry 2 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 20:28 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 50 | $252.50 | $12,625.00 |
DisclosureSEC source: 0001225208-20-005425 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 20:18 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 25 | $273.00 | $6,825.00 |
DisclosureSEC source: 0001225208-20-005343 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 22:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 50 | $285.00 | $14,250.00 |
DisclosureSEC source: 0001225208-20-005161 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 21:31 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 86 | $375.20 | $32,266.77 |
DisclosureSEC source: 0001225208-19-004593 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Trust Fund Disclosed balance after: 642.02 Read SEC document |
| October 04, 2018 Filed Oct 5, 2018 17:42 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 75 | $369.92 | $27,744.00 |
DisclosureSEC source: 0001225208-18-014449 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Trust Fund Disclosed balance after: 722 Read SEC document |
| March 01, 2018 Filed Jun 11, 2018 22:29 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | SaleCommon Stock | 50 | $339.44 | $16,972.00 |
DisclosureSEC source: 0001225208-18-010501 · doc4.xml · nonDerivative · entry 1 De Respino Laurence J · CIK 0001341531 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · ESOP Trust Fund Disclosed balance after: 797 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.