U-Haul director Mark V. Shoen discloses Series N stock move
Rhea-AI Filing Summary
U-Haul Holding Co director and 10% owner Mark V. Shoen filed a Form 4 reporting a transaction in the company’s Series N Common Stock on 11/20/2025. The filing shows a disposition of 4,578 shares of Series N Common Stock at a reported price of $0 under transaction code G, with 186,013 Series N shares beneficially owned indirectly through the Shoen Family Revocable Trust after the transaction.
The form also lists substantial additional indirect holdings, including 425,196 Series N shares held by the MVS-029 Trust and 8,150,658 Series N shares held by Blackwater Investments, Inc. Other indirect holdings are reported through Willow Grove Holdings LP, EJS-028 Trust, Clarendon Strategies, LLC and SAC Holding Corporation, reflecting a significant aggregate beneficial ownership position tied to various trusts and entities associated with the reporting person.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Series N Common Stock | 4,578 | $0.00 | -- |
| holding | Series N Common Stock | -- | -- | -- |
| holding | Series N Common Stock | -- | -- | -- |
| holding | Series N Common Stock | -- | -- | -- |
| holding | Series N Common Stock | -- | -- | -- |
| holding | Series N Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- 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. 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. 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. 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.
FAQ
What insider transaction did Mark V. Shoen report for U-Haul (UHAL)?
The Form 4 reports that Mark V. Shoen had a transaction on 11/20/2025 involving 4,578 shares of U-Haul Holding Co Series N Common Stock, shown as a disposition at a price of $0 with transaction code G.
What is Mark V. Shoen’s relationship to U-Haul Holding Co (UHAL)?
Mark V. Shoen is reported as a Director and a 10% Owner of U-Haul Holding Co.
What large indirect U-Haul Series N holdings are attributed to entities tied to Mark V. Shoen?
The filing lists indirect holdings including 425,196 Series N shares held by the MVS-029 Trust, 8,150,658 Series N shares held by Blackwater Investments, Inc., and 67,253,456 Series N shares held by Willow Grove Holdings LP, among others.
Which entities associated with Mark V. Shoen hold U-Haul common stock (non-Series N)?
Indirect common stock holdings are reported through the Shoen Family Revocable Trust, EJS-028 Trust, Blackwater Investments, Inc., Willow Grove Holdings LP, Clarendon Strategies, LLC and SAC Holding Corporation, with amounts such as 7,562,884 common shares held by Willow Grove Holdings LP and 1,324,000 common shares held by Clarendon Strategies, LLC.