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Filing Details

Accession Number:: 0000950170-25-030175
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2025-02-28 17:30:04
Reporting Period:: 2025-02-26

Filing Date:: 2025-02-28
Accepted Time:: 2025-02-28 17:30:04
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
4457	U-Haul Holding Co	UHALB	Services-Auto Rental & Leasing (No Drivers) (7510)	880106815

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1134431	V Mark Shoen	207 E. Clarendon Avenue Phoenix AZ 85012		No	No	No	No

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Series N Common Stock	Disposition	2025-02-26	12,500	$65.03	654,711	No	4	S	Indirect	MVS-029 Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	MVS-029 Trust

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Series N Common Stock	67,253,456	Indirect	Willow Grove Holdings LP
Series N Common Stock	42,962	Direct
Series N Common Stock	7,921,143	Indirect	Blackwater Investments, Inc.
Series N Common Stock	225,954	Indirect	EJS-028 Trust
Series N Common Stock	190,591	Indirect	Shoen Family Revocable Trust
Common Stock	4,770	Direct
Common Stock	6,707	Indirect	Shoen Family Revocable Trust
Common Stock	880,127	Indirect	Blackwater Investments, Inc.
Common Stock	25,106	Indirect	EJS-028 Trust
Common Stock	7,562,884	Indirect	Willow Grove Holdings LP
Common Stock	1,324,000	Indirect	Clarendon Strategies, LLC
Common Stock	24,900	Indirect	SAC Holding Corporation

Footnotes

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.
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.
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.
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.
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.
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.