# EDGAR Filing Document

**Accession Number:** 0001134431
**File Stem:** 0001134431-25-000002
**Filing Date:** 2025-11
**Character Count:** 8184
**Document Hash:** 89caafd545be929a1f5a1527a93a4d05
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001134431-25-000002.hdr.sgml**: 20251121

**ACCESSION NUMBER**: 0001134431-25-000002

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20251120

**FILED AS OF DATE**: 20251121

**DATE AS OF CHANGE**: 20251121

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** SHOEN MARK V
- **CENTRAL INDEX KEY:** 0001134431

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-11255
- **FILM NUMBER:** 251509253

**MAIL ADDRESS:**
- **STREET 1:** 2727 N CENTRAL AVE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85004
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** U-Haul Holding Co /NV/
- **CENTRAL INDEX KEY:** 0000004457
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-AUTO RENTAL & LEASING (NO DRIVERS) [7510]
- **ORGANIZATION NAME:** 07 Trade & Services
- **EIN:** 880106815
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 0331

**BUSINESS ADDRESS:**
- **STREET 1:** 5555 KIETZKE LANE STE 100
- **CITY:** RENO
- **STATE:** NV
- **ZIP:** 89511
- **BUSINESS PHONE:** 7756886300

**MAIL ADDRESS:**
- **STREET 1:** 5555 KIETZKE LANE
- **STREET 2:** SUITE 100
- **CITY:** RENO
- **STATE:** NV
- **ZIP:** 89511

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERCO /NV/
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERCO
- **DATE OF NAME CHANGE:** 19770926

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>SHOEN MARK V<br><sub>(Last) (First) (Middle)</sub><br>207 E. CLARENDON AVENUE<br><sub>(Street)</sub><br>PHOENIX, AZ 85012<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-11-20 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>U-Haul Holding Co /NV/ [ UHALB ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Series N Common Stock | 2025-11-20 |  | G |  | 4578 | D | $0 | 186013 | I<sup>(1)</sup> | Shoen Family Revocable Trust |
| Series N Common Stock |  |  |  |  |  |  |  | 425196 | I<sup>(2)</sup> | MVS-029 Trust |
| Series N Common Stock |  |  |  |  |  |  |  | 8150658 | I<sup>(3)</sup> | Blackwater Investments, Inc. |
| Series N Common Stock |  |  |  |  |  |  |  | 67253456 | I<sup>(3)</sup> | Willow Grove Holdings LP |
| Series N Common Stock |  |  |  |  |  |  |  | 42962 | D |  |
| Series N Common Stock |  |  |  |  |  |  |  | 225954 | I<sup>(4)</sup> | EJS-028 Trust |
| Common Stock |  |  |  |  |  |  |  | 4770 | D |  |
| Common Stock |  |  |  |  |  |  |  | 6707 | I<sup>(1)</sup> | Shoen Family Revocable Trust |
| Common Stock |  |  |  |  |  |  |  | 880127 | I<sup>(3)</sup> | Blackwater Investments, Inc. |
| Common Stock |  |  |  |  |  |  |  | 25106 | I<sup>(4)</sup> | EJS-028 Trust |
| Common Stock |  |  |  |  |  |  |  | 7562884 | I<sup>(3)</sup> | Willow Grove Holdings LP |
| Common Stock |  |  |  |  |  |  |  | 1324000 | I<sup>(3)</sup> | Clarendon Strategies, LLC |
| Common Stock |  |  |  |  |  |  |  | 24900 | I<sup>(3)</sup> | SAC Holding Corporation |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |

---

### Footnotes:

(1) 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.

(2) 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.

(3) 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 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.

(4) 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.

**Signature:** /s/ Mark V. Shoen  
**Date:** 2025-11-21

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**