As of September 17, 2026, U-Haul Holding's top three insider holders are Mark V Shoen (TenPercentOwner, 84.65Mn shares), Edward J Shoen (Chairman/President, 84.33Mn shares), Edward J Shoen (President, 67.25Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Edward J Shoen | President | 0 | 8,175,558 | 8,175,558 | 48.9% | 22 Sep, 2025 |
| 2 | Grove Holdings Lp Willow | TenPercentOwner | 0 | 8,175,558 | 8,175,558 | 48.9% | 22 Sep, 2025 |
| 3 | Mark V Shoen | TenPercentOwner | 0 | 210,913 | 210,913 | 1.3% | 21 Nov, 2025 |
| 4 | John P. Brogan | Director | 96,487 | 0 | 96,487 | 0.6% | 19 Feb, 2025 |
| 5 | Karl A. Schmidt | Director, Other | 49,000 | 0 | 49,000 | 0.3% | 14 Jun, 2023 |
| 6 | James J Grogan | Director, Other | 1,848 | 0 | 1,848 | 0.0% | 28 Nov, 2022 |
| 7 | Richard Jay Herrera | Director | 90 | 90 | 180 | 0.0% | 17 Feb, 2023 |
| 8 | Douglas Anthony Ducey | Other | 0 | 100 | 100 | 0.0% | 03 Apr, 2024 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 20 Nov, 2025 | Mark V Shoen | TenPercentOwner | Disposed G | 4,578 | $0.00 | $0 | 186,013 | Indirect |
| 18 Sep, 2025 | Edward J Shoen | President | Acquired P | 229,515 | — | — | 8,150,658 | Indirect |
| 18 Sep, 2025 | Mark V Shoen | TenPercentOwner | Disposed J | 229,515 | — | — | 425,196 | Indirect |
| 18 Sep, 2025 | Grove Holdings Lp Willow | TenPercentOwner | Acquired P | 229,515 | — | — | 8,150,658 | Indirect |
| 18 Sep, 2025 | Mark V Shoen | TenPercentOwner | Acquired P | 229,515 | — | — | 8,150,658 | Indirect |
| 26 Feb, 2025 | Mark V Shoen | TenPercentOwner | Disposed S | 12,500 | $65.03 | $812.89K | 654,711 | Indirect |
| 16 Dec, 2024 | Mark V Shoen | TenPercentOwner | Disposed G | 1,520 | $0.00 | $0 | 191,343 | Indirect |
| 18 Dec, 2024 | Mark V Shoen | TenPercentOwner | Disposed G | 752 | $0.00 | $0 | 190,591 | Indirect |
| 20 Feb, 2025 | Mark V Shoen | TenPercentOwner | Disposed S | 12,377 | $65.86 | $815.10K | 667,623 | Indirect |
| 20 Feb, 2025 | Mark V Shoen | TenPercentOwner | Disposed S | 123 | $66.40 | $8.17K | 667,500 | Indirect |
| 21 Feb, 2025 | Mark V Shoen | TenPercentOwner | Disposed S | 97 | $65.33 | $6.34K | 667,403 | Indirect |
| 21 Feb, 2025 | Mark V Shoen | TenPercentOwner | Disposed S | 192 | $66.03 | $12.68K | 667,211 | Indirect |
| 18 Feb, 2025 | John P. Brogan | Director | Disposed S | 3,000 | $67.04 | $201.11K | 40,987 | Direct |
| 16 Aug, 2024 | Edward J Shoen | President | Disposed J | 680,000 | — | — | 67,253,456 | Indirect |
| 16 Aug, 2024 | Mark V Shoen | TenPercentOwner | Disposed J | 680,000 | — | — | 67,253,456 | Indirect |
| 16 Aug, 2024 | Grove Holdings Lp Willow | TenPercentOwner | Disposed J | 680,000 | — | — | 67,253,456 | Direct |
| 16 Aug, 2024 | Mark V Shoen | TenPercentOwner | Acquired J | 680,000 | — | — | 680,000 | Indirect |
| 01 Mar, 2024 | Douglas Anthony Ducey | Other | Acquired P | 100 | $64.24 | $6.42K | 100 | Indirect |
| 22 Feb, 2024 | John P. Brogan | Director | Disposed S | 255 | $64.32 | $16.40K | 46,732 | Direct |
| 22 Feb, 2024 | John P. Brogan | Director | Disposed S | 803 | $64.32 | $51.65K | 45,929 | Direct |