U-Haul: MVS-029 Trust proposes $21M share sale

The shares originated in a distribution from Willow Grove Holdings LP dated August 16, 2024.

Rhea-AI Filing Summary

U-Haul Holding Co (UHAL) is the issuer for a proposed sale by MVS-029 Trust of 425,196 shares of non-voting common stock. The shares have an aggregate market value of $21,006,808, and the approximate sale date is October 26, 2026. The trust received the shares as a distribution from Willow Grove Holdings LP on August 16, 2024; the account title identifies Mark V Shoen as trustee, and the form marks the relationship as 10% stockholder.

Key Figures

Proposed sale: 425,196 shares Aggregate market value: $21,006,808 Shares outstanding: 175,168,915 shares +1 more

4 metrics

Proposed sale 425,196 shares Non-voting common stock

Aggregate market value $21,006,808 Proposed sale

Shares outstanding 175,168,915 shares U-Haul Holding Co

Approximate sale date October 26, 2026 Proposed sale

Key Terms

Rule 144, 10% Stockholder, NON VOTING COMMON, Aggregate market value

4 terms

Rule 144 regulatory

"paragraph (a) of Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

10% Stockholder regulatory

"10% Stockholder"

NON VOTING COMMON financial

"NON VOTING COMMON"

Aggregate market value financial

"Aggregate market value"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares of U-Haul Holding Co (UHAL) does MVS-029 Trust propose to sell?

MVS-029 Trust proposes to sell 425,196 shares of non-voting common stock, with an aggregate market value of $21,006,808. The approximate sale date is October 26, 2026.

How did MVS-029 Trust acquire the shares in the UHAL proposed sale?

The trust received 425,196 shares as a distribution from Willow Grove Holdings LP on August 16, 2024.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/26/2026 - 10:37 AM EDT Accepted by SEC EDGAR 10/26/2026 - 10:36 AM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0002154168
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	U-Haul Holding Co /NV/
SEC File Number	001-11255
Address of Issuer	5555 KIETZKE LANE STE 100 RENO NEVADA 89511
Phone	7756886300
Name of Person for Whose Account the Securities are To Be Sold	MVS-029 Trust
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	10% Stockholder

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
NON VOTING COMMON	THE CHARLES SCHWAB CORPORATION 3000 Schwab Way Westlake TX 76262	425196	21006808.00	175168915	10/26/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
NON VOTING COMMON	08/16/2024	Distribution from Partnership	Willow Grove Holdings LP			425196	08/16/2024	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	FULL ACCOUNT TITLE: MARK V SHOEN TTEE MVS-029 TRUST U/A DTD 04/30/2019
Date of Notice	10/26/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	09/21/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Mark Shoen
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)