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U-Haul Holding Co /NV/ Director's Dealing 2024

Aug 19, 2024

30617_dirs_2024-08-19_f086f2a0-b27f-437f-8d6a-7434892b7735.zip

Director's Dealing

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SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: U-Haul Holding Co /NV/ (UHALB)
CIK: 0000004457
Period of Report: 2024-08-16

Reporting Person: SHOEN MARK V (N/A)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2024-08-16 Series N Common Stock J 680000 Disposed 67253456 Indirect
2024-08-16 Series N Common Stock J 680000 Acquired 680000 Indirect

Holdings (Non-Derivative)

Security Shares Ownership
Series N Common Stock 42962 Direct
Series N Common Stock 7921143 Indirect
Series N Common Stock 225954 Indirect
Series N Common Stock 192863 Indirect
Common Stock 4770 Direct
Common Stock 6707 Indirect
Common Stock 880127 Indirect
Common Stock 25106 Indirect
Common Stock 7562884 Indirect
Common Stock 1324000 Indirect
Common Stock 24900 Indirect

Footnotes

F1: Represents an 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.

F2: 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.

F3: 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.

F4: 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.

F5: 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.