U-Haul Holding Company filings document regulatory disclosures for a Nevada holding company with moving and storage, property and casualty insurance, and life insurance businesses. The company's Form 8-K reports furnish quarterly operating results, record other corporate events and identify its common stock and non-voting common stock reporting contexts.
The filing record also includes prospectus-supplement activity for Fixed Rate Secured Notes and proxy materials covering annual meeting voting, director elections, auditor ratification, stockholder proposals and the U-Haul Holding Company 2025 Stock Option Plan. These documents describe governance, capital-structure actions, equity-compensation matters and formal reporting for the company's subsidiaries and security classes.
SHOEN EDWARD J reported open-market purchase transactions in a Form 4 filing for UHAL. The filing lists transactions totaling 229,515 shares. Following the reported transactions, holdings were 8,150,658 shares.
SHOEN EDWARD J reported open-market purchase transactions in a Form 4 filing for UHAL. The filing lists transactions totaling 229,515 shares. Following the reported transactions, holdings were 8,150,658 shares.
SHOEN MARK V reported open-market purchase transactions in this Form 4 filing.
U-Haul Holding Co. insider Mark V. Shoen reported a restructuring of indirect ownership in Series N Common Stock through family investment entities. A trust associated with him, MVS-029 Trust, sold 229,515 Series N Common shares to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued at approximately $11.8 million for this transaction. Blackwater is a wholly owned subsidiary of Willow Grove Holdings LP, and MVS-029 Trust is a limited partner of Willow Grove, so Shoen may be deemed to have indirect beneficial ownership of shares held by Blackwater and Willow Grove. The filing notes that he disclaims beneficial ownership of many of these indirectly held shares except to the extent of his pecuniary interest, reflecting a complex family ownership structure rather than a simple personal stock trade.
SHOEN MARK V reported open-market purchase transactions in this Form 4 filing.
U-Haul Holding Co. insider Mark V. Shoen reported a restructuring of indirect ownership in Series N Common Stock through family investment entities. A trust associated with him, MVS-029 Trust, sold 229,515 Series N Common shares to Blackwater Investments, Inc. in exchange for all outstanding equity interests in Holdfast Marine, LLC, valued at approximately $11.8 million for this transaction. Blackwater is a wholly owned subsidiary of Willow Grove Holdings LP, and MVS-029 Trust is a limited partner of Willow Grove, so Shoen may be deemed to have indirect beneficial ownership of shares held by Blackwater and Willow Grove. The filing notes that he disclaims beneficial ownership of many of these indirectly held shares except to the extent of his pecuniary interest, reflecting a complex family ownership structure rather than a simple personal stock trade.
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.
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.
U-Haul Holding Company reported results of its 2025 Annual Meeting of Stockholders held on August 21, 2025. Stockholders elected eight directors — including Edward J. Shoen and Samuel J. Shoen — to serve until the 2026 annual meeting. Each director received more than 14.9 million votes cast for, with varying numbers of votes withheld and 868,530 broker non-votes per nominee.
Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending March 31, 2026, with 17,221,314 votes for, 4,743 against and 25,871 abstentions. A stockholder proposal to ratify and affirm decisions and actions of the board and executive officers for the fiscal year ended March 31, 2025 received 12,118,139 votes for, 2,476,783 against and 1,788,476 abstentions, with 868,530 broker non-votes. In addition, stockholders approved the 2025 Stock Option Plan (Shelf Stock Option Plan) with 14,823,457 votes for, 1,530,276 against, 29,665 abstentions and 868,530 broker non-votes.