Mark Shoen V Sells $2.26M of U-Haul Holding Co Nv (UHALB) — SEC Form 4, Oct 28, 2026
Open-Market Net Sale · SEC Form 4
−$2,261,008
10b5-1 Plan
Equity position changed by -0.1%
Equity Position
86.1M sh
86,112,733 → 86,066,733
Equity Change
-0.1%
shares held after vs before
Filing Lag
1 business day
within 2-day SEC deadline
Form 4 · Statement of Changes in Beneficial Ownership
Reporting Owner
| Name | Relationship |
|---|---|
| Mark Shoen V CIK 0001134431 |
10% Owner
|
Mark Shoen V at U-Haul Holding Co Nv
Full insider history
Bought (12 mo)
—
Sold (12 mo)
$2,261,008
More from this insider at U-Haul Holding Co Nv
| 2025-11-21 | Gift/Other | — | View |
| 2025-09-22 | Gift/Other | — | View |
| 2025-02-28 | Sell | -$812,885 | View |
| 2025-02-25 | Sell | -$842,283 | View |
| 2024-08-19 | Gift/Other | — | View |
Non-Derivative Securities Transactions
Non-Derivative Holdings
| Title | Shares Held | Ownership |
|---|---|---|
| Series N Common Stock | 42,962 | Direct |
| Series N Common StockF5 | 67,253,456 | Indirect Willow Grove Holdings LP |
| Series N Common StockF5 | 8,150,658 | Indirect Blackwater Investments, Inc. |
| Series N Common StockF6 | 225,954 | Indirect EJS-028 Trust |
| Series N Common StockF7 | 186,013 | Indirect Shoen Family Revocable Trust |
| Common Stock | 4,770 | Direct |
| Common StockF5 | 7,562,884 | Indirect Willow Grove Holdings LP |
| Common StockF5 | 1,324,000 | Indirect Clarendon Strategies, LLC |
| Common StockF5 | 880,127 | Indirect Blackwater Investments, Inc. |
| Common StockF6 | 25,106 | Indirect EJS-028 Trust |
| Common StockF5 | 24,900 | Indirect SAC Holding Corporation |
| Common StockF7 | 6,707 | Indirect Shoen Family Revocable Trust |
Footnotes (7)
- F1
- The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on September 21, 2026 by the MVS-029 Trust dated April 30, 2019 (the "MVS-029 Trust"). Show more
- F2
- The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $49.015 to $49.8175, inclusive (weighted average of $49.3198). The reporting person undertakes to provide to the issuer or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Show more
- F3
- 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. Show more
- F4
- The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $48.66 to $49.47, inclusive (weighted average $48.9849). The reporting person undertakes to provide to the issuer or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Show more
- F5
- Willow Grove Holdings, LP ("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. Show more
- F6
- 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. Show more
- F7
- 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. Show more
Related filings at U-Haul Holding Co Nv
Institutional Holders
13F holders · Jun 30, 2026
227
institutional managers reporting a position
Largest by reported value
- Dimensional Fund Advisors Lp $43.5M
- Two Sigma Investments, Lp $38.2M
- Norges Bank $35.8M
Other insiders at U-Haul Holding Co Nv
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