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person · Reporting owner

SHOEN MARK V

Disclosed activity across 1 company

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72793
SEC CIK
0001134431

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
U-Haul Holding Co /NV/UHALB · Entity 340910% ownerNovember 20, 2025November 21, 2025

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 November 20, 2025 · Filed November 21, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Series N Common StockSEC Table I · non-derivativeIndirectShoen Family Revocable Trust186,013 Reported balance After 2025-11-20 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2025-11-20 · Gift · Disposed 4,578 · Balance 186,013

F1: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.

Series N Common StockSEC Table I · non-derivativeIndirectMVS-029 Trust425,196 Reported balance Holding disclosure · report date 2025-11-20 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 425,196

F2: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Series N Common StockSEC Table I · non-derivativeIndirectBlackwater Investments, Inc.8,150,658 Reported balance Holding disclosure · report date 2025-11-20 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 8,150,658

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Series N Common StockSEC Table I · non-derivativeIndirectWillow Grove Holdings LP67,253,456 Reported balance Holding disclosure · report date 2025-11-20 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 67,253,456

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Series N Common StockSEC Table I · non-derivativeDirect42,962 Reported balance Holding disclosure · report date 2025-11-20 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 42,962

Series N Common StockSEC Table I · non-derivativeIndirectEJS-028 Trust225,954 Reported balance Holding disclosure · report date 2025-11-20 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 225,954

F4: Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.

Common StockSEC Table I · non-derivativeDirect4,770 Reported balance Holding disclosure · report date 2025-11-20 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 4,770

Common StockSEC Table I · non-derivativeIndirectShoen Family Revocable Trust6,707 Reported balance Holding disclosure · report date 2025-11-20 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 6,707

F1: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.

Common StockSEC Table I · non-derivativeIndirectBlackwater Investments, Inc.880,127 Reported balance Holding disclosure · report date 2025-11-20 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 880,127

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Common StockSEC Table I · non-derivativeIndirectEJS-028 Trust25,106 Reported balance Holding disclosure · report date 2025-11-20 · row 10 Holding and transaction disclosures are not merged.
1 source row

Row 10 · Balance 25,106

F4: Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.

Common StockSEC Table I · non-derivativeIndirectWillow Grove Holdings LP7,562,884 Reported balance Holding disclosure · report date 2025-11-20 · row 11 Holding and transaction disclosures are not merged.
1 source row

Row 11 · Balance 7,562,884

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Common StockSEC Table I · non-derivativeIndirectClarendon Strategies, LLC1,324,000 Reported balance Holding disclosure · report date 2025-11-20 · row 12 Holding and transaction disclosures are not merged.
1 source row

Row 12 · Balance 1,324,000

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Common StockSEC Table I · non-derivativeIndirectSAC Holding Corporation24,900 Reported balance Holding disclosure · report date 2025-11-20 · row 13 Holding and transaction disclosures are not merged.
1 source row

Row 13 · Balance 24,900

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.

F2: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

F3: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

F4: Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 20, 2025 Filed Nov 21, 2025 23:27 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 GiftSeries N Common Stock 4,578 $0.00 $0.00
Disclosure

SEC source: 0001134431-25-000002 · primary_doc.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Shoen Family Revocable Trust

Disclosed balance after: 186,013

F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:10 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 PurchaseSeries N Common Stock 229,515 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-211308 · ownership.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Blackwater Investments, Inc.

Disclosed balance after: 8,150,658

F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and MVS-029 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove.

F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 20:10 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 OtherSeries N Common Stock 229,515 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-25-211308 · ownership.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 425,196

F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and MVS-029 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove.

F2 · ownership.direct: Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
February 26, 2025 Filed Feb 28, 2025 22:30 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 SaleSeries N Common Stock 12,500 $65.03 $812,885.00
Disclosure

SEC source: 0000950170-25-030175 · ownership.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 654,711

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019.

F2 · price: The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.0575, inclusive (weighted average of $65.0308). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

F3 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 02:09 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 SaleSeries N Common Stock 192 $66.03 $12,676.80
Disclosure

SEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 6

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 667,211

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019.

F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 02:09 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 SaleSeries N Common Stock 97 $65.33 $6,336.68
Disclosure

SEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 5

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 667,403

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019.

F5 · price: The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.33, inclusive (weighted average of $65.3266). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
February 20, 2025 Filed Feb 25, 2025 02:09 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 SaleSeries N Common Stock 123 $66.40 $8,166.63
Disclosure

SEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 667,500

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
February 20, 2025 Filed Feb 25, 2025 02:09 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 SaleSeries N Common Stock 12,377 $65.86 $815,103.43
Disclosure

SEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 667,623

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
December 18, 2024 Filed Feb 25, 2025 02:09 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 GiftSeries N Common Stock 752 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · Shoen Family Revocable Trust

Disclosed balance after: 190,591

F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.

Read SEC document
December 16, 2024 Filed Feb 25, 2025 02:09 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 GiftSeries N Common Stock 1,520 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025994 · ownership.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · Shoen Family Revocable Trust

Disclosed balance after: 191,343

F1 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 20:05 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 OtherSeries N Common Stock 680,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-098503 · ownership.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 680,000

F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F3 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 20:05 UTC U-Haul Holding Co /NV/ UHALB · Entity 3409 OtherSeries N Common Stock 680,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-098503 · ownership.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 67,253,456

F1 · kind: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F1 · price: Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F2 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Read SEC document
November 16, 2023 Filed Nov 18, 2023 00:39 UTC U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 PurchaseSeries N Common Stock 132,500 $52.43 $6,946,975.00
Disclosure

SEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Shoen Family Revocable Trust

Disclosed balance after: 192,863

F5 · kind: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023.

F5 · price: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023.

F6 · ownership.direct: Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.

Read SEC document
November 16, 2023 Filed Nov 18, 2023 00:39 UTC U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 SaleSeries N Common Stock 132,500 $52.43 $6,946,975.00
Disclosure

SEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 0

F5 · kind: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023.

F5 · price: Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023.

F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
November 16, 2023 Filed Nov 18, 2023 00:39 UTC U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 OtherSeries N Common Stock 132,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · MVS-029 Trust

Disclosed balance after: 132,500

F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F4 · ownership.direct: Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein.

Read SEC document
November 16, 2023 Filed Nov 18, 2023 00:39 UTC U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 OtherSeries N Common Stock 132,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001062993-23-021165 · form4.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 67,933,456

F1 · kind: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F1 · price: Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.

F2 · balance_after: This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956.

F3 · ownership.direct: Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly-owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Read SEC document
March 23, 2023 Filed Mar 28, 2023 00:17 UTC U-Haul Holding Co /NV/ UHAL UHALB · Entity 3409 PurchaseCommon Stock 24,900 $56.41 $1,404,711.09
Disclosure

SEC source: 0001062993-23-007829 · form4.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · SAC Holding Corporation

Disclosed balance after: 24,900

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiary of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein.

Read SEC document
December 08, 2022 Filed Dec 9, 2022 23:52 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 45,669 $66.17 $3,022,100.41
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 6

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,324,000

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
December 08, 2022 Filed Dec 9, 2022 23:52 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 42,302 $65.68 $2,778,353.06
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 5

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,278,331

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
December 08, 2022 Filed Dec 9, 2022 23:52 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 27,029 $64.87 $1,753,263.11
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,236,029

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $64.865: $64.645 to $64.99, inclusive, (b) with respect to the weighted average price of $65.660: $65.00 to $65.99, inclusive and (c) with respect to the weighted average price of $66.181: $66.00 to $66.34, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
December 07, 2022 Filed Dec 9, 2022 23:52 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 2,200 $65.00 $143,000.00
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,209,000

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
December 07, 2022 Filed Dec 9, 2022 23:52 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 96,087 $64.52 $6,199,725.41
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,206,800

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
December 07, 2022 Filed Dec 9, 2022 23:52 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 35,013 $63.78 $2,232,954.08
Disclosure

SEC source: 0001104659-22-125979 · tm2232335-3_4seq1.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,110,713

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $63.815: $63.135 to $63.995, inclusive and (b) with respect to the weighted average price of $64.542: $64.000 to $64.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 30, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 900 $62.00 $55,800.00
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 7

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,075,700

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 30, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 20,800 $61.88 $1,287,062.40
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 6

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,074,800

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.625 to $61.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 29, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 51,567 $61.31 $3,161,624.34
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 5

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,054,000

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 29, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 78,233 $60.51 $4,734,191.76
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 1,002,433

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 29, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 200 $59.99 $11,998.00
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 924,200

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 28, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 228,555 $59.28 $13,549,426.07
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 924,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 28, 2022 Filed Dec 1, 2022 01:42 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 92,295 $58.86 $5,432,391.41
Disclosure

SEC source: 0001104659-22-123371 · tm2231708-2_4seq1.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 695,445

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 18, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 600 $56.00 $33,600.00
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 10

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 603,150

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 18, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 3,550 $55.79 $198,040.30
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 9

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 602,550

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 17, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 48,418 $55.11 $2,668,073.89
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 8

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 599,000

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 17, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 85,980 $54.62 $4,695,883.68
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 7

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 550,582

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

Read SEC document
November 17, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 77,539 $53.36 $4,137,481.04
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 6

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 464,602

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

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November 17, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 63,063 $52.71 $3,324,050.73
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 5

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 387,063

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

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November 16, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 1,079 $55.04 $59,382.77
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 324,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

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November 16, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 101,483 $54.49 $5,530,113.12
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 322,921

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

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November 16, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 174,351 $53.43 $9,316,271.33
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 221,438

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

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November 16, 2022 Filed Nov 19, 2022 00:04 UTC U-Haul Holding Co /NV/ UHAL,UHALB · Entity 3409 PurchaseCommon Stock 47,087 $52.75 $2,483,745.08
Disclosure

SEC source: 0001104659-22-120423 · tm2230947d3_4seq1.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Clarendon Strategies, LLC

Disclosed balance after: 47,087

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

F2 · ownership.direct: Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein.

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December 16, 2021 Filed Dec 20, 2021 23:19 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 OtherCommon Stock 8,548 $720.75 $6,160,971.00
Disclosure

SEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 6

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 8,433,207

F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove.

F4 · ownership.nature: Willow Grove is owned by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and is (a) managed by the reporting person and Edward Shoen and (b) owned by a trust associated with the reporting person a trust associated with Edward Shoen. The reporting person disclaims beneficial ownership of Common Stock held directly and indirectly by Willow Grove except to thrae extent of his pecuniary interest therein.

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December 16, 2021 Filed Dec 20, 2021 23:19 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 OtherCommon Stock 14,750 $720.75 $10,631,062.50
Disclosure

SEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 5

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · EJS-028 Trust

Disclosed balance after: 25,106

F3 · kind: Transfer of shares for value to family trust of which the Reporting Person is a trustee. The reporting person disclaims beneficial ownership of common stock held by the EJS-208 Trust except to the extent of his pecuniary interest therein.

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December 16, 2021 Filed Dec 20, 2021 23:19 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 OtherCommon Stock 8,548 $720.75 $6,160,971.00
Disclosure

SEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · EJS-028 Trust

Disclosed balance after: 10,356

F2 · kind: In connection with an estate planning transaction, the EJS-028 Trust settled a promissory note held by Blackwater Investments, Inc., a subsidiary of Willow Grove.

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December 16, 2021 Filed Dec 20, 2021 23:19 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 OtherCommon Stock 8,548 $720.75 $6,160,971.00
Disclosure

SEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · EJS-028 Trust

Disclosed balance after: 18,904

F1 · kind: In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock.

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December 16, 2021 Filed Dec 20, 2021 23:19 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 OtherCommon Stock 8,548 $720.75 $6,160,971.00
Disclosure

SEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,752

F1 · kind: In connection with an estate planning transaction, the reporting person settled a promissory note held by the EJS-028 Trust using Common Stock.

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November 09, 2021 Filed Dec 20, 2021 23:19 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 GiftCommon Stock 316 $0.00 $0.00
Disclosure

SEC source: 0001140361-21-042485 · form4.xml · nonDerivative · entry 1

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,300

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June 15, 2021 Filed Jun 16, 2021 20:40 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 PurchaseCommon Stock 683 $538.82 $368,014.06
Disclosure

SEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 5

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 8,424,659

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $538.40 to $539.00, inclusive.

F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein.

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June 15, 2021 Filed Jun 16, 2021 20:40 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 PurchaseCommon Stock 1,028 $538.00 $553,064.00
Disclosure

SEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 4

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 8,423,976

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $537.25 to $538.05, inclusive. The reporting person undertakes to provide to Amerco, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnotes (2) and (3) of this Form 4.

F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein.

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June 15, 2021 Filed Jun 16, 2021 20:40 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 PurchaseCommon Stock 99 $539.69 $53,429.31
Disclosure

SEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 3

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 8,422,948

F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein.

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June 15, 2021 Filed Jun 16, 2021 20:40 UTC U-Haul Holding Co /NV/ UHAL · Entity 3409 PurchaseCommon Stock 80,000 $552.06 $44,164,800.00
Disclosure

SEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 2

SHOEN MARK V · CIK 0001134431 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · Willow Grove Holdings LP

Disclosed balance after: 8,422,849

F1 · ownership.nature: Willow Grove Holdings LP ("Willow Grove") is owned by Foster Road LLC ("Foster Road") and various trusts associated with the reporting person and Edward J. Shoen. Foster Road is the general partner of Willow Grove and controls the voting and disposition decisions with respect to the issuer common stock owned directly or indirectly by Willow Grove. Foster Road is (a) managed by the reporting person and Edward J. Shoen and (b) owned by a trust associated with the reporting person and a trust associated with Edward J. Shoen. The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove except to the extent of his pecuniary interest therein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.