Welcome to our dedicated page for U-Haul Holding Company SEC filings (Ticker: UHAL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
U-Haul Holding Company’s SEC disclosures go far beyond moving trucks—they map out how America’s biggest DIY mover monetizes a 188,000-truck fleet, thousands of self-storage rooms, and niche insurance programs. If you have ever wondered what drives occupancy rates, how much cash is locked into new box-truck purchases, or when the Shoen family buys more shares, every answer sits inside a filing.
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Insider transaction involving Edward J. Shoen at U-Haul Holding Co. The filing reports that on 09/18/2025 the MVS-029 Trust sold 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued at approximately $11.8 million. The reported exchange increased the reporting person’s pecuniary interest in the transferred shares by about 86,481 shares. The report lists multiple holdings held directly or indirectly through entities including Willow Grove Holdings LP, Blackwater Investments, Clarendon Strategies, the EJS-028 Trust and an ESOP Trust Fund, and disclaims beneficial ownership except to the extent of Shoen’s pecuniary interest.
Mark V. Shoen, a director of U-Haul Holding Co (ticker: UHAL), reported a related-party transaction involving Series N Common Stock. The MVS-029 Trust sold 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued at approximately $11.8 million. Because Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP and MVS-029 Trust is a limited partner of Willow Grove, the reporting person may be deemed to have indirect beneficial ownership of the Series N shares held by Blackwater and Willow Grove. The filing discloses multiple indirect holdings across related entities and trusts and includes disclaimers that the reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
Willow Grove Holdings LP and affiliated reporting persons filed a Form 4 disclosing transactions in U-Haul Holding Co (/UHAL/) securities. On 09/18/2025, 229,515 shares of Series N common stock were transferred by the MVS-029 Trust to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued for the transaction at approximately $11.8 million. The filing shows the reporting group holds significant indirect positions following the transaction, including 8,150,658 shares of Series N common stock beneficially owned indirectly. The filing describes the ownership chain: Willow Grove is owned and controlled by Foster Road LLC and trusts associated with Edward J. Shoen and Mark V. Shoen; Foster Road is Willow Grove's general partner; Blackwater is a wholly owned subsidiary of Willow Grove; Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater. The reporting persons disclaim beneficial ownership of shares held by Blackwater and its subsidiaries except to the extent of pecuniary interest.
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