A Form 4 filed on October 30, 2026 with the SEC reports that Mark V. Shoen, a 10% owner of U-Haul Holding Co /NV/ (NASDAQ:UHALB), sold a total of 46,000 shares of Series N Common Stock through the MVS-029 Trust across two trading days, October 28 and October 29, 2026, pursuant to a Rule 10b5-1 trading plan.

Key Highlights

  • Three sale transactions: 23,000 shares were sold on October 28, 2026, and two lots of 11,486 and 11,514 shares were sold on October 29, 2026, all through the MVS-029 Trust.
  • Weighted average prices: The October 28 sale carried a weighted average price of $48.4202 (range $48.23 to $48.7925); the October 29 lots carried weighted average prices of $49.5363 (range $48.765 to $49.76) and $49.8963 (range $49.765 to $50.11).
  • Rule 10b5-1 plan: According to the filing, all sales were effected pursuant to a Rule 10b5-1 trading plan adopted on September 21, 2026 by the MVS-029 Trust dated April 30, 2019.
  • Remaining indirect holdings via MVS-029 Trust: Following the reported transactions, the MVS-029 Trust held 333,196 shares of Series N Common Stock, reported as indirect beneficial ownership.
  • Broad additional holdings: The filing also lists indirect Series N Common Stock holdings of 67,253,456 shares through Willow Grove Holdings LP and 8,150,658 shares through Blackwater Investments, Inc., among other entities.
  • Ownership disclaimers: The filing states that the reporting person disclaims beneficial ownership of shares held by the MVS-029 Trust, Willow Grove, Blackwater, Clarendon, and SAC except to the extent of his pecuniary interest therein.

Mark V. Shoen's October 2026 Series N Stock Sales at U-Haul Holding

According to the Form 4 filed on October 30, 2026, Mark V. Shoen, identified as a 10% owner of U-Haul Holding Co /NV/ (NASDAQ:UHALB), reported three disposals of Series N Common Stock through the MVS-029 Trust. The sales were coded "S" and the filing indicates they were executed under a Rule 10b5-1 trading plan adopted on September 21, 2026. All prices disclosed are weighted averages, and the filing notes that Shoen undertakes to provide full transaction-level detail to the issuer or SEC staff upon request.

On October 28, 2026, the trust sold 23,000 shares at a weighted average price of $48.4202, with individual transaction prices ranging from $48.23 to $48.7925. On October 29, 2026, two separate lots were sold: 11,486 shares at a weighted average of $49.5363 (range $48.765 to $49.76) and 11,514 shares at a weighted average of $49.8963 (range $49.765 to $50.11). After these transactions, the MVS-029 Trust's indirect holdings of Series N Common Stock stood at 333,196 shares.

The filing also discloses a large and complex ownership structure. In addition to the MVS-029 Trust position, the reporting person listed indirect Series N Common Stock holdings through Willow Grove Holdings LP (67,253,456 shares) and Blackwater Investments, Inc. (8,150,658 shares), with smaller positions in the EJS-028 Trust (225,954 shares) and the Shoen Family Revocable Trust (186,013 shares). The filing explains that Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the reporting person and Edward J. Shoen, and that Blackwater is a wholly owned subsidiary of Willow Grove. Separate direct holdings of 42,962 shares of Series N Common Stock and 4,770 shares of Common Stock are also listed.

What Was Disclosed

The filing reports the sale of 46,000 shares of Series N Common Stock by the MVS-029 Trust, indirectly held by reporting person Mark V. Shoen, across October 28-29, 2026, under a pre-established Rule 10b5-1 plan, along with a detailed picture of his broader beneficial ownership positions.