# EDGAR Filing Document

**Accession Number:** 0001134431
**File Stem:** 0001062993-23-007829
**Filing Date:** 2023-3
**Character Count:** 8619
**Document Hash:** 4fe06b4e12720e2f3f4767f6ce896af2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-23-007829.hdr.sgml**: 20230327

**ACCESSION NUMBER**: 0001062993-23-007829

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20230323

**FILED AS OF DATE**: 20230327

**DATE AS OF CHANGE**: 20230327

**REPORTING-OWNER**: 

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

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-11255
- **FILM NUMBER:** 23765933

**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]
- **IRS NUMBER:** 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 AVE<br><sub>(Street)</sub><br>PHOENIX, AZ 85012<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2023-03-23 | **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/ [ UHAL 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 |
| Common Stock | 2023-03-23 |  | P |  | 24900 | A | 56.4141<sup>(1)</sup> | 24900 | I<sup>(2)</sup> | SAC Holding Corporation |
| Common Stock |  |  |  |  |  |  |  | 1324000 | I<sup>(2)</sup> | Clarendon Strategies, LLC |
| Common Stock |  |  |  |  |  |  |  | 7562884 | I<sup>(2)</sup> | Willow Grove Holdings LP |
| Common Stock |  |  |  |  |  |  |  | 25106 | I<sup>(3)</sup> | EJS-028 Trust |
| Common Stock |  |  |  |  |  |  |  | 880127 | I<sup>(2)</sup> | Blackwater Investments, Inc. |
| Common Stock |  |  |  |  |  |  |  | 6707 | I<sup>(4)</sup> | Shoen Family Revocable Trust |
| Common Stock |  |  |  |  |  |  |  | 4770 | D<sup>(5)</sup> |  |
| Series N Common Stock |  |  |  |  |  |  |  | 68056956 | I<sup>(2)</sup> | Willow Grove Holdings LP |
| Series N Common Stock |  |  |  |  |  |  |  | 225954 | I<sup>(3)</sup> | EJS-028 Trust |
| Series N Common Stock |  |  |  |  |  |  |  | 7921143 | I<sup>(2)</sup> | Blackwater Investments, Inc. |
| Series N Common Stock |  |  |  |  |  |  |  | 60363 | I<sup>(4)</sup> | Shoen Family Revocable Trust |
| Series N Common Stock |  |  |  |  |  |  |  | 42931 | D<sup>(5)</sup> |  |

---

## 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) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or 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 in footnote (1).

(2) 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, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. ("Blackwater") is a wholly-owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiary 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.

(3) Includes shares held by the EJS-028 Trust for which the Reporting Person is the 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.

(4) Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries.

(5) Reflects ESOP dispositions that have occurred since the date of the reporting person's last ownership report.

**Signature:** /s/ Stuart M. Shoen, Attorney-in-Fact  
**Date:** 2023-03-27

### 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.**