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

Role
10%+ Owner
Signature
/s/ Mark V. Shoen
Stock symbol
UHALB
Transactions as of
Nov 20, 2025
Transactions value $
$0
Form type
4
Date filed
11/21/2025, 06:27 PM
Previous filing
Sep 22, 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 2025-11-21 0001134431

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction UHALB Series N Common Stock Gift $0 -4.58K -2.4% $0.00 186K Nov 20, 2025 Shoen Family Revocable Trust F1
holding UHALB Series N Common Stock 425K Nov 20, 2025 MVS-029 Trust F2
holding UHALB Series N Common Stock 8.15M Nov 20, 2025 Blackwater Investments, Inc. F3
holding UHALB Series N Common Stock 67.3M Nov 20, 2025 Willow Grove Holdings LP F3
holding UHALB Series N Common Stock 43K Nov 20, 2025 Direct
holding UHALB Series N Common Stock 226K Nov 20, 2025 EJS-028 Trust F4
holding UHALB Common Stock 4.77K Nov 20, 2025 Direct
holding UHALB Common Stock 6.71K Nov 20, 2025 Shoen Family Revocable Trust F1
holding UHALB Common Stock 880K Nov 20, 2025 Blackwater Investments, Inc. F3
holding UHALB Common Stock 25.1K Nov 20, 2025 EJS-028 Trust F4
holding UHALB Common Stock 7.56M Nov 20, 2025 Willow Grove Holdings LP F3
holding UHALB Common Stock 1.32M Nov 20, 2025 Clarendon Strategies, LLC F3
holding UHALB Common Stock 24.9K Nov 20, 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.