Sec Form 4 Filing - SHOEN EDWARD J @ U-Haul Holding Co /NV/ - 2024-08-16

Insider filing report for Changes in Beneficial Ownership
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FORM 4
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP
Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934, Section 17(a) of the Public Utility Holding Company Act of 1935 or Section 30(h) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person
SHOEN EDWARD J
2. Issuer Name and Ticker or Trading Symbol
U-Haul Holding Co /NV/ [ UHALB]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X __ Director X __ 10% Owner
X __ Officer (give title below) _____ Other (specify below)
President
(Last) (First) (Middle)
207 E. CLARENDON AVENUE
3. Date of Earliest Transaction (MM/DD/YY)
08/16/2024
(Street)
PHOENIX, AZ85012
4. If Amendment, Date Original Filed (MM/DD/YY)
6. Individual or Joint/Group Filing (Check Applicable Line)
__ X __ Form filed by One Reporting Person
_____ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1.Title of Security
(Instr. 3)
2. Transaction Date (MM/DD/YY) 2A. Deemed Execution Date, if any (MM/DD/YY) 3. Transaction Code
(Instr. 8)
4. Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4 and 5)
5. Amount of Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 3 and 4)
6. Ownership Form: Direct (D) or Indirect (I)
(Instr. 4)
7. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V Amount (A) or (D) Price
Series N Common Stock 08/16/2024 J( 1 ) 680,000 D 67,253,456 I ( 2 ) Willow Grove Holdings LP
Series N Common Stock 609.032 D
Series N Common Stock 158.308 ( 5 ) I ( 4 ) By ESOP Trust Fund
Series N Common Stock 7,921,143 I ( 2 ) By Blackwater Investments, Inc.
Series N Common Stock 225,954 I ( 3 ) By EJS-028 Trust
Common Stock 47.125 D
Common Stock 880,127 I ( 2 ) By Blackwater Investments, Inc.
Common Stock 25,106 I ( 3 ) By EJS-028 Trust
Common Stock 7,562,884 I ( 2 ) By Willow Grove Holdings LP
Common Stock 1,324,000 I ( 2 ) By Clarendon Strategies, LLC
Common Stock 24,900 I ( 2 ) By SAC Holding Corporation
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
( e.g. , puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security
(Instr. 3)
2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (MM/DD/YY) 3A. Deemed Execution Date, if any (MM/DD/YY) 4. Transaction Code
(Instr. 8)
5. Number of Derivative Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4, and 5)
6. Date Exercisable and Expiration Date
(MM/DD/YY)
7. Title and Amount of Underlying Securities
(Instr. 3 and 4)
8. Price of Derivative Security
(Instr. 5)
9. Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 4)
10. Ownership Form of Derivative Security: Direct (D) or Indirect (I)
(Instr. 4)
11. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Reporting Owners
Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
SHOEN EDWARD J
207 E. CLARENDON AVENUE
PHOENIX, AZ85012
X X President
Signatures
/s/ Stuart M. Shoen, as Attorney-in-Fact 08/19/2024
Signature of Reporting Person Date
Explanation of Responses:
( 1 )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.
( 2 )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.
( 3 )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.
( 4 )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.
( 5 )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).

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* If the form is filed by more than one reporting person, see Instruction 4(b)(v).
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