Mark Shoen V - 30 Oct 2026 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHALB)

Reporting relationship: 10%+ Owner
Issuer ticker: UHALB
Reported as of: 30 Oct 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 03 Nov 2026, 16:48:41 UTC
Prior SEC filing: 30 Oct 2026
Next SEC filing: 05 Nov 2026
Source filing: View source filing
Reporting owner signature: /s/ Eric Voita, as Attorney-in-Fact

Filing notes and source

Key filing fact

Mark Shoen V filed Form 4 for U-Haul Holding Co /NV/ (UHALB) on 03 Nov 2026.

Key facts

This page summarizes Mark Shoen V's Form 4 filing for U-Haul Holding Co /NV/ (UHALB).
4 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 03 Nov 2026, 16:48.

Change

Previous filing in this sequence was filed on 30 Oct 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001134431 Primary reporting owner

SHOEN MARK V

Relationship: 10%+ Owner
Address: 207 E. CLARENDON AVENUE, PHOENIX
Signature: /s/ Eric Voita, as Attorney-in-Fact
Signature date: 03 Nov 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UHALB transaction

Series N Common Stock

Sale

Transaction value
Shares: -23,000
Change %: -6.9%
Price: $50.11^*
Shares after: 310,196
Date: 30 Oct 2026
Ownership: MVS-029 Trust
Footnotes: F1, F2, F3

UHALB transaction

Series N Common Stock

Sale

Transaction value
Shares: -831
Change %: -0.27%
Price: $51.28^*
Shares after: 309,365
Date: 02 Nov 2026
Ownership: MVS-029 Trust
Footnotes: F1, F3, F4

UHALB transaction

Series N Common Stock

Sale

Transaction value
Shares: -16,704
Change %: -5.4%
Price: $52.46^*
Shares after: 292,661
Date: 02 Nov 2026
Ownership: MVS-029 Trust
Footnotes: F1, F3, F5

UHALB transaction

Series N Common Stock

Sale

Transaction value
Shares: -5,465
Change %: -1.9%
Price: $52.85^*
Shares after: 287,196
Date: 02 Nov 2026
Ownership: MVS-029 Trust
Footnotes: F1, F3, F6

UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 42,962
Date: 30 Oct 2026
Ownership: Direct

UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 67,253,456
Date: 30 Oct 2026
Ownership: Willow Grove Holdings LP
Footnotes: F7

UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 8,150,658
Date: 30 Oct 2026
Ownership: Blackwater Investments, Inc.
Footnotes: F7

UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 225,954
Date: 30 Oct 2026
Ownership: EJS-028 Trust
Footnotes: F8

UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 186,013
Date: 30 Oct 2026
Ownership: Shoen Family Revocable Trust
Footnotes: F9

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 4,770
Date: 30 Oct 2026
Ownership: Direct

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,562,884
Date: 30 Oct 2026
Ownership: Willow Grove Holdings LP
Footnotes: F7

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,324,000
Date: 30 Oct 2026
Ownership: Clarendon Strategies, LLC
Footnotes: F7

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 880,127
Date: 30 Oct 2026
Ownership: Blackwater Investments, Inc. (3)
Footnotes: F7

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 25,106
Date: 30 Oct 2026
Ownership: EJS-028 Trust
Footnotes: F8

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 24,900
Date: 30 Oct 2026
Ownership: SAC Holding Corporation
Footnotes: F7

UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 6,707
Date: 30 Oct 2026
Ownership: Shoen Family Revocable Trust
Footnotes: F9

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 9 footnotes

Footnote F1

The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on September 21, 2026 by the MVS-029 Trust dated April 30, 2019 (the "MVS-029 Trust").

Footnote F2

The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $49.75 to $50.70, inclusive (weighted average of $50.1070). The reporting person undertakes to provide to the issuer or to 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 herein.

Footnote F3

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.

Footnote F4

The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $50.77 to $51.75, inclusive (weighted average of $51.2782). The reporting person undertakes to provide to the issuer or to 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 herein.

Footnote F5

The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $51.77 to $52.76, inclusive (weighted average of $52.4620). The reporting person undertakes to provide to the issuer or to 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 herein.

Footnote F6

The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $52.77 to $53.03, inclusive (weighted average of $52.8515). The reporting person undertakes to provide to the issuer or to 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 herein.

Footnote F7

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 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.

Footnote F8

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.

Footnote F9

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.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. to update or revoke optional consent for future visits. For more information, see our Privacy Policy .