4//SEC Filing
SHOEN MARK V 4
Accession 0000950170-25-030175
CIK 0000004457other
Filed
Feb 27, 7:00 PM ET
Accepted
Feb 28, 5:30 PM ET
Size
15.6 KB
Accession
0000950170-25-030175
Insider Transaction Report
Form 4
SHOEN MARK V
VP,U-Haul Business Consultants10% Owner
Transactions
- Sale
Series N Common Stock
2025-02-26$65.03/sh−12,500$812,885→ 654,711 total(indirect: By Trust)
Holdings
- 67,253,456(indirect: Willow Grove Holdings LP)
Series N Common Stock
- 42,962
Series N Common Stock
- 4,770
Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 7,921,143(indirect: Blackwater Investments, Inc.)
Series N Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 190,591(indirect: By Trust)
Series N Common Stock
- 6,707(indirect: By Trust)
Common Stock
- 880,127(indirect: Blackwater Investments, Inc.)
Common Stock
- 7,562,884(indirect: Willow Grove Holdings LP)
Common Stock
Footnotes (6)
- [F1]The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019.
- [F2]The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.0575, inclusive (weighted average of $65.0308). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.
- [F3]Includes shares held by the MVS-029 Trust for which the Reporting Person is the 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.
- [F4]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.
- [F5]Includes shares held by the EJS-028 Trust for which the Reporting Person is the 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.
- [F6]Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.
Documents
Issuer
U-Haul Holding Co /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0001134431
Filing Metadata
- Form type
- 4
- Filed
- Feb 27, 7:00 PM ET
- Accepted
- Feb 28, 5:30 PM ET
- Size
- 15.6 KB