U-Haul owner Mark V. Shoen’s trust sells 46,000 shares
The MVS-029 Trust’s sales were made under a Rule 10b5-1 plan adopted September 21, 2026.
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Form Type
4
Rhea-AI Filing Summary
U-Haul Holding Co (UHAL) ten percent owner Mark V. Shoen reported sales by MVS-029 Trust totaling 46,000 Series N common shares in three transactions on October 28 and 29, 2026. The weighted-average prices were $48.4202 for 23,000 shares on October 28, and $49.5363 for 11,486 shares and $49.8963 for 11,514 shares on October 29. Shoen is a trustee and one of the trust’s beneficiaries; the sales were made under a Rule 10b5-1 trading plan.
Insider Trade Summary 10b5-1
Net Seller: 46,000 shares
Net Sell
15 txns
Insider
SHOEN MARK V
Role
10% Owner
Sold
46,000 shs ($2.26M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Series N Common Stock F1, F4, F3 | 11,486 | $49.5363 | $569K |
| Sale | Series N Common Stock F1, F5, F3 | 11,514 | $49.8963 | $575K |
| Sale | Series N Common Stock F1, F2, F3 | 23,000 | $48.4202 | $1.11M |
| holding | Series N Common Stock | -- | -- | -- |
| holding | Series N Common Stock F6 | -- | -- | -- |
| holding | Series N Common Stock F6 | -- | -- | -- |
| holding | Series N Common Stock F7 | -- | -- | -- |
| holding | Series N Common Stock F8 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F6 | -- | -- | -- |
| holding | Common Stock F6 | -- | -- | -- |
| holding | Common Stock F6 | -- | -- | -- |
| holding | Common Stock F7 | -- | -- | -- |
| holding | Common Stock F6 | -- | -- | -- |
| holding | Common Stock F8 | -- | -- | -- |
Holdings After Transaction:
Series N Common Stock — 333,196 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 (8)
- 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 $48.23 to $48.7925, inclusive (weighted average of $48.4202). 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 $48.765 to $49.76, inclusive (weighted average $49.5363). 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 $49.765 to $50.11, inclusive (weighted average of $49.8963). 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. 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.
- F7. 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.
- F8. 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: 23,000 shares
Weighted-average sale price: $48.4202 per share
+4 more
7 metrics
Shares sold
46,000 shares
Three MVS-029 Trust transactions on October 28 and 29, 2026
Shares sold
23,000 shares
MVS-029 Trust sale on October 28, 2026
Weighted-average sale price
$48.4202 per share
MVS-029 Trust sale of 23,000 shares on October 28, 2026
Shares sold
11,486 shares
MVS-029 Trust sale on October 29, 2026
Weighted-average sale price
$49.5363 per share
MVS-029 Trust sale of 11,486 shares on October 29, 2026
Shares sold
11,514 shares
MVS-029 Trust sale on October 29, 2026
Weighted-average sale price
$49.8963 per share
MVS-029 Trust sale of 11,514 shares on October 29, 2026
Key Terms
Rule 10b5-1 trading plan, weighted average price, pecuniary interest
3 terms
Rule 10b5-1 trading plan regulatory
"The sales reported on this Form 4 were effected 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 regulatory
"except to the extent of his pecuniary interest therein."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
When was the UHAL sale plan adopted?
MVS-029 Trust’s Rule 10b5-1 trading plan was adopted on September 21, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
