Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHALB · Entity 3409 | 10% owner | November 20, 2025 | November 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | IndirectShoen Family Revocable Trust | 186,013 |
Reported balance
After 2025-11-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectMVS-029 Trust | 425,196 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBlackwater 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 rowRow 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-derivative | IndirectWillow Grove Holdings LP | 67,253,456 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | Direct | 42,962 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 42,962 |
| Series N Common StockSEC Table I · non-derivative | IndirectEJS-028 Trust | 225,954 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | Direct | 4,770 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 4,770 |
| Common StockSEC Table I · non-derivative | IndirectShoen Family Revocable Trust | 6,707 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBlackwater Investments, Inc. | 880,127 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectEJS-028 Trust | 25,106 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectWillow Grove Holdings LP | 7,562,884 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectClarendon Strategies, LLC | 1,324,000 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectSAC Holding Corporation | 24,900 |
Reported balance
Holding disclosure · report date 2025-11-20 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 16, 2021 20:40 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-021224 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,616 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:54 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 45 | $449.22 | $20,214.90 |
DisclosureSEC source: 0001140361-20-029220 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,342,849 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. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-20-028640 · form4.xml · nonDerivative · entry 3 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,416 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 23:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,090 | $430.05 | $468,754.50 |
DisclosureSEC source: 0001140361-20-028640 · 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: 8,342,804 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. Read SEC document |
| December 14, 2020 Filed Dec 16, 2020 23:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,910 | $428.13 | $1,673,988.30 |
DisclosureSEC source: 0001140361-20-028640 · form4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,341,714 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. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:08 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,000 | $273.41 | $820,236.00 |
DisclosureSEC source: 0001225208-20-005601 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,337,804 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 600 | $233.54 | $140,124.00 |
DisclosureSEC source: 0001225208-20-005560 · doc4.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: 8,334,804 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,100 | $253.36 | $278,691.49 |
DisclosureSEC source: 0001225208-20-005560 · doc4.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: 8,334,204 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,300 | $225.42 | $293,043.92 |
DisclosureSEC source: 0001225208-20-005560 · doc4.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: 8,333,104 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,800 | $237.62 | $427,707.90 |
DisclosureSEC source: 0001225208-20-005560 · doc4.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: 8,331,804 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 21:11 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,500 | $253.17 | $379,750.35 |
DisclosureSEC source: 0001225208-20-005560 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,330,004 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 18:57 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,500 | $243.64 | $365,460.15 |
DisclosureSEC source: 0001225208-20-005444 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,328,504 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 17:37 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 113 | $275.00 | $31,075.00 |
DisclosureSEC source: 0001225208-20-005218 · doc4.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: 8,327,004 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 17:37 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,858 | $277.83 | $794,043.86 |
DisclosureSEC source: 0001225208-20-005218 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,326,891 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 22:09 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 29 | $271.08 | $7,861.32 |
DisclosureSEC source: 0001225208-20-005157 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,324,033 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 20:23 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 899 | $309.65 | $278,373.37 |
DisclosureSEC source: 0001225208-20-004831 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,324,004 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:46 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 100 | $312.54 | $31,253.50 |
DisclosureSEC source: 0001225208-20-004712 · doc4.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: 8,323,105 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:46 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,101 | $308.31 | $647,753.01 |
DisclosureSEC source: 0001225208-20-004712 · doc4.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: 8,323,005 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:46 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,900 | $313.34 | $908,697.31 |
DisclosureSEC source: 0001225208-20-004712 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,320,904 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 24, 2020 Filed Feb 24, 2020 22:17 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 420 | $340.72 | $143,101.27 |
DisclosureSEC source: 0001225208-20-003304 · doc4.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: 8,318,004 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 24, 2020 Filed Feb 24, 2020 22:17 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $340.59 | $340,587.80 |
DisclosureSEC source: 0001225208-20-003304 · doc4.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: 8,317,584 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 24, 2020 Filed Feb 24, 2020 22:17 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $341.00 | $341,000.00 |
DisclosureSEC source: 0001225208-20-003304 · doc4.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: 8,316,584 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 22:17 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 3,000 | $345.00 | $1,035,000.00 |
DisclosureSEC source: 0001225208-20-003304 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,315,584 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:47 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $347.02 | $347,018.50 |
DisclosureSEC source: 0001225208-20-002083 · doc4.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: 8,312,584 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:47 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $347.86 | $347,863.90 |
DisclosureSEC source: 0001225208-20-002083 · doc4.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: 8,311,584 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:47 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 1,000 | $348.58 | $348,583.80 |
DisclosureSEC source: 0001225208-20-002083 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,310,584 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 owned and managed by a trust associated with the reporting person and 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. Read SEC document |
| May 31, 2019 Filed Dec 4, 2019 22:42 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | GiftCommon Stock | 4,154.792 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-015280 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,309,584 F1 · kind: The reporting person transferred his membership interest in Foster Road LLC ("Foster Road"), which has an indirect pecuniary interest in issuer common stock owned directly and indirectly by Willow Grove Holdings LP ("Willow Grove"). F2 · ownership.nature: Willow Grove is owned by Foster Road and various trusts associated with Edward J. Shoen and the reporting person. 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 managed by Edward J. Shoen and the reporting person and is owned by Edward J. Shoen and a trust associated with the reporting person. Read SEC document |
| May 30, 2017 Filed May 30, 2017 20:53 UTC | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 2,000 | $352.87 | $705,735.40 |
DisclosureSEC source: 0001225208-17-010530 · doc4.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 2,000 Read SEC document |
| February 01, 2016 Filed Dec 4, 2019 22:39 UTC Amendment | U-Haul Holding Co /NV/ UHAL · Entity 3409 | PurchaseCommon Stock | 8,307,584 | $431.83 | $3,587,463,998.72 |
DisclosureSEC source: 0001225208-19-015277 · doc4a.xml · nonDerivative · entry 1 SHOEN MARK V · CIK 0001134431 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Willow Grove Holdings LP Disclosed balance after: 8,307,584 F1 · kind: These shares were omitted from the reporting person's original Form 4 and were also omitted from one Form 4 filed by the reporting person subsequent to the filing of the original Form 4. F2 · shares: The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove Holdings, LP ("Willow Grove") except to the extent of his pecuniary interest therein. F2 · balance_after: The reporting person disclaims beneficial ownership of issuer common stock held directly and indirectly by Willow Grove Holdings, LP ("Willow Grove") except to the extent of his pecuniary interest therein. F3 · ownership.nature: Willow Grove is owned by Foster Road LLC ("Foster Road"), the reporting person and various trusts associated with Edward J. Shoen and the reporting person. 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 owned and managed by Edward J. Shoen and the reporting person. 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.