4//SEC Filing
SHOEN MARK V 4
Accession 0001134431-25-000002
CIK 0000004457other
Filed
Nov 20, 7:00 PM ET
Accepted
Nov 21, 6:27 PM ET
Size
14.9 KB
Accession
0001134431-25-000002
Insider Transaction Report
Form 4
SHOEN MARK V
VP,U-Haul Business Consultants10% Owner
Transactions
- Gift
Series N Common Stock
2025-11-20−4,578→ 186,013 total(indirect: By Trust)
Holdings
- 8,150,658(indirect: Blackwater Investments, Inc.)
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
- 24,900(indirect: SAC Holding Corporation)
Common Stock
- 42,962
Series N Common Stock
- 4,770
Common Stock
- 425,196(indirect: By Trust)
Series N Common Stock
- 225,954(indirect: By Trust)
Series N Common Stock
- 67,253,456(indirect: Willow Grove Holdings LP)
Series N Common Stock
- 25,106(indirect: By Trust)
Common Stock
- 1,324,000(indirect: By LLC)
Common Stock
Footnotes (4)
- [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.
Documents
Issuer
U-Haul Holding Co /NV/
CIK 0000004457
Entity typeother
Related Parties
1- filerCIK 0001134431
Filing Metadata
- Form type
- 4
- Filed
- Nov 20, 7:00 PM ET
- Accepted
- Nov 21, 6:27 PM ET
- Size
- 14.9 KB