Mark V. Shoen - Aug 16, 2024 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHALB)

Role: 10%+ Owner
Signature: /s/ Stuart M. Shoen, as Attorney-in-Fact
Stock symbol: UHALB
Transactions as of: Aug 16, 2024
Transactions value $: $0
Form type: 4
Date filed: 8/19/2024, 04:05 PM
Previous filing: Nov 17, 2023

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	UHALB	Series N Common Stock	Other		-680K	-1%		67.3M	Aug 16, 2024	Willow Grove Holdings LP	F1, F2
transaction	UHALB	Series N Common Stock	Other		+680K			680K	Aug 16, 2024	MVS-029 Trust	F1, F3
holding	UHALB	Series N Common Stock						43K	Aug 16, 2024	Direct
holding	UHALB	Series N Common Stock						7.92M	Aug 16, 2024	Blackwater Investments, Inc.	F2
holding	UHALB	Series N Common Stock						226K	Aug 16, 2024	EJS-028 Trust	F5
holding	UHALB	Series N Common Stock						193K	Aug 16, 2024	Shoen Family Revocable Trust	F4
holding	UHALB	Common Stock						4.77K	Aug 16, 2024	Direct
holding	UHALB	Common Stock						6.71K	Aug 16, 2024	Shoen Family Revocable Trust	F4
holding	UHALB	Common Stock						880K	Aug 16, 2024	Blackwater Investments, Inc.	F2
holding	UHALB	Common Stock						25.1K	Aug 16, 2024	EJS-028 Trust	F5
holding	UHALB	Common Stock						7.56M	Aug 16, 2024	Willow Grove Holdings LP	F2
holding	UHALB	Common Stock						1.32M	Aug 16, 2024	Clarendon Strategies, LLC	F2
holding	UHALB	Common Stock						24.9K	Aug 16, 2024	SAC Holding Corporation	F2

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	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	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.
F3	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.
F4	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.
F5	Includes shares held by the EJS-028 Trust for which the Reporting Person is the 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.