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Shoen Mark V – ‘4’ for 11/16/23 re: U-Haul Holding Co./NV

On:  Friday, 11/17/23, at 7:39pm ET   ·   For:  11/16/23   ·   As:  10% Owner   ·   Accession #:  1062993-23-21165   ·   File #:  1-11255

Previous ‘4’:  ‘4’ on 3/27/23 for 3/23/23   ·   Latest ‘4’:  This Filing

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

11/17/23  Shoen Mark V                      4          10% Owner   1:14K  U-Haul Holding Co./NV             Newsfile Corp./FA

Statement of Changes in Beneficial Ownership of Securities by an Insider   —   Form 4   —   SEA’34

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 4           Statement of Changes in Beneficial Ownership of     HTML     14K 
                Securities by an Insider -- form4.xml/5.8


        

This ‘4’ Document is an XML Data File that may be rendered in various formats:

  Form 4    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
SEC Info℠ rendering:  Statement of Changes in Beneficial Ownership of Securities by an Insider
 

The SEC has not released XSLT Stylesheets needed to render this File’s XML Data as a Form.

This is our “Plain Text” rendering:
 
                                                                                                                                                                                
Ownership Document
 
Schema Version:  X0508
Document Type:  4
Period of Report:  11/16/23
Issuer:
Issuer CIK:  4457
Issuer Name:  U-Haul Holding Co /NV/
Issuer Trading Symbol:  UHAL UHALB
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1134431
Owner Name:  SHOEN MARK V
Reporting Owner Address:
Owner Street 1:  207 E CLARENDON AVE
Owner Street 2:
Owner City:  PHOENIX
Owner State:  AZ
Owner ZIP Code:  85012
Owner State Description:
Reporting Owner Relationship:
Is Director?  No
Is Officer?  No
Is Ten Percent Owner?  Yes
Is Other?  No
Aff 10b5 One:  0
Non-Derivative Table:
Non-Derivative Transaction:
Security Title:
Value:  Series N Common Stock
Transaction Date:
Value:  11/16/23
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F1
Transaction Amounts:
Transaction Shares:
Value:  132,500
Transaction Price Per Share:
Footnote ID:  F1
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  67,933,456
Footnote ID:  F2
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F3
Nature of Ownership:
Value:  Willow Grove Holdings LP
Non-Derivative Transaction:
Security Title:
Value:  Series N Common Stock
Transaction Date:
Value:  11/16/23
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F1
Transaction Amounts:
Transaction Shares:
Value:  132,500
Transaction Price Per Share:
Footnote ID:  F1
Transaction Acquired-Disposed Code:
Value:  A
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  132,500
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F4
Nature of Ownership:
Value:  MVS-029 Trust
Non-Derivative Transaction:
Security Title:
Value:  Series N Common Stock
Transaction Date:
Value:  11/16/23
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  S
Equity Swap Involved?  No
Footnote ID:  F5
Transaction Amounts:
Transaction Shares:
Value:  132,500
Transaction Price Per Share:
Value:  52.43
Footnote ID:  F5
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  0
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F4
Nature of Ownership:
Value:  MVS-029 Trust
Non-Derivative Transaction:
Security Title:
Value:  Series N Common Stock
Transaction Date:
Value:  11/16/23
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  P
Equity Swap Involved?  No
Footnote ID:  F5
Transaction Amounts:
Transaction Shares:
Value:  132,500
Transaction Price Per Share:
Value:  52.43
Footnote ID:  F5
Transaction Acquired-Disposed Code:
Value:  A
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  192,863
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F6
Nature of Ownership:
Value:  Shoen Family Revocable Trust
Non-Derivative Holding:
Security Title:
Value:  Series N Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  225,954
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F7
Nature of Ownership:
Value:  EJS-028 Trust
Non-Derivative Holding:
Security Title:
Value:  Series N Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  7,921,143
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F3
Nature of Ownership:
Value:  Blackwater Investments, Inc.
Non-Derivative Holding:
Security Title:
Value:  Series N Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  42,962
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  24,900
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F3
Nature of Ownership:
Value:  SAC Holding Corporation
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  1,324,000
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F3
Nature of Ownership:
Value:  Clarendon Strategies, LLC
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  7,562,884
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F3
Nature of Ownership:
Value:  Willow Grove Holdings LP
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  25,106
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F7
Nature of Ownership:
Value:  EJS-028 Trust
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  880,127
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F3
Nature of Ownership:
Value:  Blackwater Investments, Inc.
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  6,707
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Footnote ID:  F6
Nature of Ownership:
Value:  Shoen Family Revocable Trust
Non-Derivative Holding:
Security Title:
Value:  Common Stock
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  4,770
Ownership Nature:
Direct or Indirect Ownership:
Value:  D
Footnotes:
Footnote - F1:  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.
Footnote - F2:  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.
Footnote - F3:  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.
Footnote - 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.
Footnote - F5:  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.
Footnote - F6:  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.
Footnote - F7:  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.
Owner Signature:
Signature Name:  /s/ Stuart M. Shoen, Attorney-in-Fact
Signature Date:  11/17/23


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