U-Haul trust sells 46,000 shares under trading plan
The sales were made under a Rule 10b5-1 plan adopted by the MVS-029 Trust on September 21, 2026.
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Form Type
4
Rhea-AI Filing Summary
U-Haul Holding Co (UHALB) reported sales by the MVS-029 Trust of 46,000 Series N Common Stock shares in four transactions on October 30 and November 2, 2026. Weighted-average prices were $50.1070 for 23,000 shares on October 30 and $51.2782, $52.4620 and $52.8515 for 831, 16,704 and 5,465 shares, respectively, on November 2. The sales were under the trust's Rule 10b5-1 plan adopted September 21, 2026. Mark V. Shoen, a ten percent owner, is a trustee and beneficiary of the trust and disclaims beneficial ownership except to the extent of his pecuniary interest.
Insider Trade Summary 10b5-1
Net Seller: 46,000 shares
Net Sell
4 txns
Insider
SHOEN MARK V
Role
10% Owner
Sold
46,000 shs ($2.36M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Series N Common Stock F1, F4, F3 | 831 | $51.2782 | $43K |
| Sale | Series N Common Stock F1, F5, F3 | 16,704 | $52.462 | $876K |
| Sale | Series N Common Stock F1, F6, F3 | 5,465 | $52.8515 | $289K |
| Sale | Series N Common Stock F1, F2, F3 | 23,000 | $50.107 | $1.15M |
| Holding | Series N Common Stock | -- | -- | -- |
| Holding | Series N Common Stock F7 | -- | -- | -- |
| Holding | Series N Common Stock F7 | -- | -- | -- |
| Holding | Series N Common Stock F8 | -- | -- | -- |
| Holding | Series N Common Stock F9 | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock F7 | -- | -- | -- |
| Holding | Common Stock F7 | -- | -- | -- |
| Holding | Common Stock F7 | -- | -- | -- |
| Holding | Common Stock F8 | -- | -- | -- |
| Holding | Common Stock F7 | -- | -- | -- |
| Holding | Common Stock F9 | -- | -- | -- |
Holdings After Transaction:
Series N Common Stock — 287,196 shares (Indirect, MVS-029 Trust);
Series N Common Stock — 42,962 shares (Direct);
Series N Common Stock — 67,253,456 shares (Indirect, Willow Grove Holdings LP);
Series N Common Stock — 8,150,658 shares (Indirect, Blackwater Investments, Inc.);
Series N Common Stock — 225,954 shares (Indirect, EJS-028 Trust);
Series N Common Stock — 186,013 shares (Indirect, Shoen Family Revocable Trust);
Common Stock — 4,770 shares (Direct);
Common Stock — 7,562,884 shares (Indirect, Willow Grove Holdings LP);
Common Stock — 1,324,000 shares (Indirect, Clarendon Strategies, LLC);
Common Stock — 880,127 shares (Indirect, Blackwater Investments, Inc. (3));
Common Stock — 25,106 shares (Indirect, EJS-028 Trust);
Common Stock — 24,900 shares (Indirect, SAC Holding Corporation);
Common Stock — 6,707 shares (Indirect, Shoen Family Revocable Trust)
Footnotes (9)
- F1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on September 21, 2026 by the MVS-029 Trust dated April 30, 2019 (the "MVS-029 Trust").
- F2. The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $49.75 to $50.70, inclusive (weighted average of $50.1070). The reporting person undertakes to provide to the issuer or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
- F3. Includes shares held by the MVS-029 Trust, for which the Reporting Person is a 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. The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $50.77 to $51.75, inclusive (weighted average of $51.2782). The reporting person undertakes to provide to the issuer or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
- F5. The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $51.77 to $52.76, inclusive (weighted average of $52.4620). The reporting person undertakes to provide to the issuer or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
- F6. The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $52.77 to $53.03, inclusive (weighted average of $52.8515). The reporting person undertakes to provide to the issuer or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.
- F7. Willow Grove Holdings, LP ("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.
- F8. Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent 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.
- F9. Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.
Key Figures
Shares sold: 46,000 shares
Shares sold and weighted-average price: 23,000 shares at $50.1070 per share
Shares sold and weighted-average price: 831 shares at $51.2782 per share
+2 more
5 metrics
Shares sold
46,000 shares
MVS-029 Trust sales on October 30 and November 2, 2026
Shares sold and weighted-average price
23,000 shares at $50.1070 per share
October 30, 2026
Shares sold and weighted-average price
831 shares at $51.2782 per share
November 2, 2026
Shares sold and weighted-average price
16,704 shares at $52.4620 per share
November 2, 2026
Shares sold and weighted-average price
5,465 shares at $52.8515 per share
November 2, 2026
Key Terms
Rule 10b5-1 trading plan, weighted average price, pecuniary interest
3 terms
Rule 10b5-1 trading plan regulatory
"pursuant to a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
pecuniary interest financial
"except to the extent of his pecuniary interest therein"
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