Form 4 for UHAL U-Haul Holding Co /NV/
Accepted 2025-02-24 00:00:00 ET · period of report 2024-12-16 · accession 0000950170-25-025994 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MTI | 2025-02-24 | 2025-02-20+ | UHAL | SHOEN MARK V | 10% | S - Sale | $65.86 | -12.8K | 667.6K | -2% | -$842.3K |
| MTI | 2025-02-24 | 2024-12-16+ | UHAL | SHOEN MARK V | 10% | G - Gift | $0.00 | -2,272 | 190.6K | -1% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Series N Common Stock | 2025-02-20 | S | D | 123 | $66.40 | 667,500 | I MVS-029 Trust | — | — | (F3) Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. 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. (F4) 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. |
| 2 | Common | Series N Common Stock | 2024-12-16 | G | D | 1,520 | $0.00 | 191,343 | I Shoen Family Revocable Trust | — | — | (F1) 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. |
| 3 | Common | Series N Common Stock | 2025-02-21 | S | D | 192 | $66.03 | 667,211 | I MVS-029 Trust | — | — | (F4) 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. |
| 4 | Common | Series N Common Stock | 2024-12-18 | G | D | 752 | $0.00 | 190,591 | I Shoen Family Revocable Trust | — | — | (F1) 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. |
| 5 | Common | Series N Common Stock | 2025-02-21 | S | D | 97 | $65.33 | 667,403 | I MVS-029 Trust | — | — | (F5) The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.33, inclusive (weighted average of $65.3266). 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. (F4) 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. |
| 6 | Common | Series N Common Stock | 2025-02-20 | S | D | 12,377 | $65.86 | 667,623 | I MVS-029 Trust | — | — | (F3) Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. 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. (F4) 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. |