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Filing Details

Accession Number:: 0001062993-23-021165
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2023-11-17 19:39:19
Reporting Period:: 2023-11-16

Accepted Time:: 2023-11-17 19:39:19
SEC Url:: Form 4 Filing

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
4457	U-Haul Holding Co	UHAL 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 Ave Phoenix AZ 85012		No	No	Yes	No

Reported Non-Derivative Transactions

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Series N Common Stock	Disposition	2023-11-16	132,500	$0.00	67,933,456	No	4	J	Indirect	Willow Grove Holdings LP
Series N Common Stock	Acquisiton	2023-11-16	132,500	$0.00	132,500	No	4	J	Indirect	MVS-029 Trust
Series N Common Stock	Disposition	2023-11-16	132,500	$52.43	0	No	4	S	Indirect	MVS-029 Trust
Series N Common Stock	Acquisiton	2023-11-16	132,500	$52.43	192,863	No	4	P	Indirect	Shoen Family Revocable Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	J	Indirect	Willow Grove Holdings LP
No	4	J	Indirect	MVS-029 Trust
No	4	S	Indirect	MVS-029 Trust
No	4	P	Indirect	Shoen Family Revocable Trust

Reported Non-Derivative Holdings

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

Footnotes

Represents a pro rata, in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration.
This number has been updated to reflect a clerical error in the Form 4 filed on March 27, 2023, which incorrectly reported the number of shares of Series N Common Stock beneficially owned by Willow Grove as 68,056,956. The correct number of shares was 68,065,956.
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 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.
Represents the transfer of shares from the MVS-029 Trust to the Shoen Family Revocable Trust in exchange for the partial satisfaction of a promissory note issued by the MVS-029 Trust and held by the Shoen Family Revocable Trust. The price reported represents the average of the high and low price of the Issuer's Series N Common Stock on the New York Stock Exchange on November 16, 2023.
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.
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.