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

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
21 Nov 2025, 18:27:13 UTC
Prior SEC filing
22 Sep 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Mark V. Shoen

Key filing fact

Mark V Shoen filed Form 4 for U-Haul Holding Co /NV/ (UHAL) on 21 Nov 2025.

Key facts

  • This page summarizes Mark V 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: 21 Nov 2025, 18:27.

Change

  • Previous filing in this sequence was filed on 22 Sep 2025.
  • 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/ Mark V. Shoen
Signature date
21 Nov 2025

Reported non-derivative transactions

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

UHALB transaction

Series N Common Stock

Gift

Transaction value
$0
Shares
-4,578
Change %
-2.4%
Price
$0.000000
Shares after
186,013
Date
20 Nov 2025
Ownership
Shoen Family Revocable Trust
Footnotes
F1
UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
425,196
Date
20 Nov 2025
Ownership
MVS-029 Trust
Footnotes
F2
UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
8,150,658
Date
20 Nov 2025
Ownership
Blackwater Investments, Inc.
Footnotes
F3
UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
67,253,456
Date
20 Nov 2025
Ownership
Willow Grove Holdings LP
Footnotes
F3
UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
42,962
Date
20 Nov 2025
Ownership
Direct
UHALB holding

Series N Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
225,954
Date
20 Nov 2025
Ownership
EJS-028 Trust
Footnotes
F4
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
4,770
Date
20 Nov 2025
Ownership
Direct
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,707
Date
20 Nov 2025
Ownership
Shoen Family Revocable Trust
Footnotes
F1
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
880,127
Date
20 Nov 2025
Ownership
Blackwater Investments, Inc.
Footnotes
F3
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,106
Date
20 Nov 2025
Ownership
EJS-028 Trust
Footnotes
F4
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,562,884
Date
20 Nov 2025
Ownership
Willow Grove Holdings LP
Footnotes
F3
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,324,000
Date
20 Nov 2025
Ownership
Clarendon Strategies, LLC
Footnotes
F3
UHALB holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
24,900
Date
20 Nov 2025
Ownership
SAC Holding Corporation
Footnotes
F3
* 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

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.

Footnote 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.

Footnote 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.

Footnote 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.

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