Over the past year, U-Haul Holding insiders sold $6.88 million of stock (138K shares) on the open market and bought none.
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Edward J Shoen | President | 0 | 8,175,558 | 8,175,558 | 48.8% | 22 Sep, 2025 |
| 2 | Grove Holdings Lp Willow | TenPercentOwner | 0 | 8,175,558 | 8,175,558 | 48.8% | 22 Sep, 2025 |
| 3 | Mark V Shoen | TenPercentOwner | 0 | 312,096 | 312,096 | 1.9% | 03 Nov, 2026 |
| 4 | Karl A. Schmidt | Director, Other | 49,000 | 0 | 49,000 | 0.3% | 14 Jun, 2023 |
| 5 | John P. Brogan | Director | 40,987 | 0 | 40,987 | 0.2% | 19 Feb, 2025 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 30 Oct, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 23,000 | $50.11 | $1.15Mn | 310,196 | Indirect |
| 02 Nov, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 831 | $51.28 | $42.61K | 309,365 | Indirect |
| 02 Nov, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 16,704 | $52.46 | $876.33K | 292,661 | Indirect |
| 02 Nov, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 5,465 | $52.85 | $288.83K | 287,196 | Indirect |
| 28 Oct, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 23,000 | $48.42 | $1.11Mn | 356,196 | Indirect |
| 29 Oct, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 11,486 | $49.54 | $568.97K | 344,710 | Indirect |
| 29 Oct, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 11,514 | $49.90 | $574.51K | 333,196 | Indirect |
| 26 Oct, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 23,000 | $49.32 | $1.13Mn | 402,196 | Indirect |
| 27 Oct, 2026 | Mark V Shoen | TenPercentOwner | Disposed S | 23,000 | $48.98 | $1.13Mn | 379,196 | Indirect |
| 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 | Grove Holdings Lp Willow | TenPercentOwner | 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 | 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 |