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.
The U-Haul Holding Company (NYSE: UHAL, UHAL.B) SEC filings page on Stock Titan brings together the company’s regulatory disclosures, including Forms 10-K, 10-Q, 8-K, proxy statements and other submissions. U-Haul Holding Company, a Nevada corporation, reports on its Moving and Storage, Property and Casualty Insurance, and Life Insurance segments, giving investors a structured view of how its moving, self-storage and insurance activities perform over time.
In its periodic reports, the company presents consolidated revenues by major product lines such as self-moving equipment rentals, self-storage, product and service sales, property management fees, life insurance premiums, property and casualty insurance premiums, net investment and interest income, and other revenue. Segment tables show earnings from operations for Moving and Storage, property and casualty insurance and life insurance, along with eliminations. Additional disclosures detail depreciation, gains and losses on disposals of rental equipment and real estate, and self-storage portfolio statistics including unit counts, rentable square footage and occupancy rates.
Current reports on Form 8-K provide timely information on events such as quarterly earnings releases, dividend declarations, the filing of prospectus supplements for fixed rate secured notes under shelf registration statements, and the results of annual stockholder meetings. Definitive proxy statements (DEF 14A) describe proposals submitted to stockholders, including director elections, auditor ratification and stock option plans, and outline governance practices and executive compensation information.
On Stock Titan, AI-powered tools can help interpret these filings by summarizing key points, highlighting segment trends, and clarifying complex tables and definitions. Users can quickly locate quarterly 10-Q and annual 10-K reports, review 8-K announcements related to financial results or financing activities, and examine proxy materials, all while using AI summaries to understand how U-Haul Holding Company’s disclosures relate to its moving, self-storage and insurance businesses.
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.
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.