Key facts
- This page summarizes Edward J. Shoen's Form 4 filing for U-Haul Holding Co /NV/ (UHAL).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 22 Sep 2025, 16:12.
Edward J. Shoen - 18 Sep 2025 Form 4 Insider Report for U-Haul Holding Co /NV/ (UHAL)
- Reporting relationship
- President, Director, 10%+ Owner
- Issuer ticker
- UHAL
- Reported as of
- 18 Sep 2025
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 22 Sep 2025, 16:12:28 UTC
- Prior SEC filing
- 19 Aug 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Edward J. Shoen
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Edward J. Shoen filed Form 4 for U-Haul Holding Co /NV/ (UHAL) on 22 Sep 2025.
Change
- Previous filing in this sequence was filed on 19 Aug 2024.
- 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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0000925122
Primary reporting owner
SHOEN EDWARD J
- Relationship
- President, Director, 10%+ Owner
- Address
- 207 E. CLARENDON AVENUE, PHOENIX
- Signature
- /s/ Edward J. Shoen
- Signature date
- 22 Sep 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
UHALB
transaction
Series N Common Stock
Purchase
- Transaction value
- Shares
- +229,515
- Change %
- +2.9%
- Price
- Shares after
- 8,150,658
- Date
- 18 Sep 2025
- Ownership
- Blackwater Investments, Inc.
- Footnotes
- F1, F2
UHALB
holding
Series N Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 67,253,456
- Date
- 18 Sep 2025
- Ownership
- Willow Grove Holdings LP
- Footnotes
- F2
UHALB
holding
Series N Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 609
- Date
- 18 Sep 2025
- Ownership
- Direct
UHALB
holding
Series N Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 225,954
- Date
- 18 Sep 2025
- Ownership
- EJS-028 Trust
- Footnotes
- F3
UHALB
holding
Series N Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 158
- Date
- 18 Sep 2025
- Ownership
- ESOP Trust Fund
- Footnotes
- F4
UHALB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 47
- Date
- 18 Sep 2025
- Ownership
- Direct
UHALB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 880,127
- Date
- 18 Sep 2025
- Ownership
- Blackwater Investments, Inc.
- Footnotes
- F2
UHALB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 25,106
- Date
- 18 Sep 2025
- Ownership
- EJS-028 Trust
- Footnotes
- F3
UHALB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 7,562,884
- Date
- 18 Sep 2025
- Ownership
- Willow Grove Holdings LP
- Footnotes
- F2
UHALB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 1,324,000
- Date
- 18 Sep 2025
- Ownership
- Clarendon Strategies, LLC
- Footnotes
- F2
UHALB
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 24,900
- Date
- 18 Sep 2025
- Ownership
- SAC Holding Corporation
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and the EJS-028 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein.
Footnote F2
Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen 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.
Footnote F3
Includes shares held by the EJS-028 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 EJS-028 Trust except to the extent of his pecuniary interest therein.
Footnote F4
Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein.