Mark V Shoen - 20 Nov 2025 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHAL)

Role
10%+ Owner
Signature
/s/ Mark V. Shoen
Issuer symbol
UHAL
Transactions as of
20 Nov 2025
Net transactions value
$0
Form type
4
Filing time
21 Nov 2025, 18:27:13 UTC
Previous filing
22 Sep 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
SHOEN MARK V 10%+ Owner 207 E. CLARENDON AVENUE, PHOENIX /s/ Mark V. Shoen 21 Nov 2025 0001134431

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHALB Series N Common Stock Gift $0 -4,578 -2.4% $0.000000 186,013 20 Nov 2025 Shoen Family Revocable Trust F1
holding UHALB Series N Common Stock 425,196 20 Nov 2025 MVS-029 Trust F2
holding UHALB Series N Common Stock 8,150,658 20 Nov 2025 Blackwater Investments, Inc. F3
holding UHALB Series N Common Stock 67,253,456 20 Nov 2025 Willow Grove Holdings LP F3
holding UHALB Series N Common Stock 42,962 20 Nov 2025 Direct
holding UHALB Series N Common Stock 225,954 20 Nov 2025 EJS-028 Trust F4
holding UHALB Common Stock 4,770 20 Nov 2025 Direct
holding UHALB Common Stock 6,707 20 Nov 2025 Shoen Family Revocable Trust F1
holding UHALB Common Stock 880,127 20 Nov 2025 Blackwater Investments, Inc. F3
holding UHALB Common Stock 25,106 20 Nov 2025 EJS-028 Trust F4
holding UHALB Common Stock 7,562,884 20 Nov 2025 Willow Grove Holdings LP F3
holding UHALB Common Stock 1,324,000 20 Nov 2025 Clarendon Strategies, LLC F3
holding UHALB Common Stock 24,900 20 Nov 2025 SAC Holding Corporation F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.