0000950170-24-098506.txt : 20240819 0000950170-24-098506.hdr.sgml : 20240819 20240819160514 ACCESSION NUMBER: 0000950170-24-098506 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240816 FILED AS OF DATE: 20240819 DATE AS OF CHANGE: 20240819 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: SHOEN EDWARD J CENTRAL INDEX KEY: 0000925122 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-11255 FILM NUMBER: 241220428 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 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 4 1 ownership.xml 4 X0508 4 2024-08-16 0000004457 U-Haul Holding Co /NV/ UHALB 0000925122 SHOEN EDWARD J 207 E. CLARENDON AVENUE PHOENIX AZ 85012 true true true false President false Series N Common Stock 2024-08-16 4 J false 680000 D 67253456 I Willow Grove Holdings LP Series N Common Stock 609.032 D Series N Common Stock 158.308 I By ESOP Trust Fund Series N Common Stock 7921143 I By Blackwater Investments, Inc. Series N Common Stock 225954 I By EJS-028 Trust Common Stock 47.125 D Common Stock 880127 I By Blackwater Investments, Inc. Common Stock 25106 I By EJS-028 Trust Common Stock 7562884 I By Willow Grove Holdings LP Common Stock 1324000 I By Clarendon Strategies, LLC Common Stock 24900 I By SAC Holding Corporation Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen and Stuart Shoen. Blackwater Investments, Inc. ("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. Includes shares held by the EJS-028 Trust for which the Reporting Person is one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust except to the extent of his pecuniary interest therein. Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein. This form reflects a 0.132 share increase in beneficial ownership resulting from an exempt acquisition by the ESOP Trust Fund pursuant to Rule 16b-3(c). /s/ Stuart M. Shoen, as Attorney-in-Fact 2024-08-19