Insider Holders & Insider Ownership - U-Haul Holding Co (UHALB)

List of insiders holdings for U-Haul Holding Co:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1 SHOEN MARK V
10% Owner
2025-02-28 17:30:04 47,732
86,069,579
86,117,311 Form 4
2 SHOEN EDWARD J
President
10% Owner
2024-08-19 16:05:14 656.16
85,897,728
85,898,384 Form 4
3 Willow Grove Holdings LP
Foster Road LLC
Clarendon Strategies LLC
10% Owner
2024-08-19 16:05:12 75,496,340
10,150,170
85,646,510 Form 4
4 Southwest Fiduciary Inc.
10% Owner
2006-07-13 14:05:06 0
1,424,473
1,424,473 Form 3
5 Adagio Trust CO
10% Owner
2007-03-09 17:23:23 0
1,424,473
1,424,473 Form 3
6 SHOEN JAMES P
10% Owner
2018-02-14 15:41:36 860,191
0
860,191 Form 13G
7 Holmes David L
Trustee
10% Owner
2017-05-30 16:54:14 337,426
2,000
339,426 Form 4
8 Donovan Rosemarie T
10% Owner
2006-07-13 14:04:27 0
250,250
250,250 Form 3
9 Brogan John P.
Director
2025-02-19 12:00:53 46,537
0
46,537 Form 4
10 Schmidt Karl A.
Committee Member
Director
2023-06-14 18:02:13 26,500
0
26,500 Form 4
11 Mullen Daniel Robert
Director
2016-08-12 12:51:33 0
4,000
4,000 Form 4
12 Simmons Robert William
President-Oxford Life Ins
2024-04-11 17:35:55 0
3,460
3,460 Form 3
13 Haydukovich Mark A.
President-Oxford Life Ins
2013-02-05 11:41:31 0
1,977
1,977 Form 4
14 GROGAN JAMES J
Committee Member
Director
2022-11-28 16:24:55 1,948
0
1,948 Form 4
15 Wardrip Rocky
Assistant Treasurer
2014-04-04 15:40:44 0
1,912
1,912 Form 4
16 Willson Robert
Executive VP U-Haul Field Ops
2010-09-03 13:20:22 0
1,892
1,892 Form 4
17 Campbell Kristine Kunkel
General Counsel
2023-05-16 14:32:16 0
1,599
1,599 Form 3
18 Bayer Charles J
Director
2015-09-04 14:14:01 0
1,166
1,166 Form 4
19 Frank Ronald C.
Executive VP U-Haul Field Ops
2010-09-03 13:18:18 0
1,062
1,062 Form 4
20 De Respino Laurence J
General Counsel
2021-06-11 14:36:13 0
727.11
727.11 Form 4
21 Braccia Matthew
Pres-Amerco Real Estate Co.
2019-01-08 18:15:09 0
584
584 Form 3
22 Peterson Robert T
Chief Financial Officer U-Haul
2012-02-13 17:27:09 0
497
497 Form 4
23 Bell Maria Lourdes
Chief Accounting Officer
2019-08-07 16:49:07 0
414.81
414.81 Form 3
24 Herrera Richard Jay
Director
2024-06-26 14:29:58 140
140
280 Form 4
25 HAYES THOMAS W
Ind. Gov Committee Member
2018-08-29 17:56:41 200
0
200 Form 4
26 Ducey Douglas Anthony
Advisory Board Member
2024-04-03 18:10:41 0
100
100 Form 4
27 Thompson Mary K
Chief Accounting Officer
2016-07-19 19:08:46 0
13
13 Form 3
28 Martz Carrie
Advisory Board Member
2021-06-29 15:06:11 5
0
5 Form 4
29 ACRIDGE JAMES E
Director
2017-03-09 12:10:39 0
0
0 Form 3
30 Vizcarra Carlos
Pres-Amerco Real Estate Co
2018-07-06 17:08:28 0
0
0 Form 4
31 Hillman Amy J
Ind. Gov. Committee Member
2016-11-02 16:20:10 0
0
0 Form 3
32 Shank Roberta Roberts
Advisory Board Member
2016-10-31 13:22:06 0
0
0 Form 3
33 Bell Douglas M
President, RepWest
2013-06-05 18:32:34 0
0
0 Form 3
34 Bible Paul A
Ind. Gov Committee Member
2011-06-02 12:40:38 0
0
0 Form 4
35 Berg Jason Allen
Chief Accounting Officer
2011-06-02 12:40:38 0
0
0 Form 4
36 Campbell Barbara Smith
Advisory Board Member
2011-06-02 12:40:30 0
0
0 Form 4
37 GALLAGHER MICHAEL L
Director
2011-06-02 12:40:27 0
0
0 Form 4
38 Shoen Samuel J
President-RepWest Insurance Co
2011-06-02 12:40:09 0
0
0 Form 4
39 DUNHAM TRUST Co
Trustee
10% Owner
2011-06-02 12:40:08 0
0
0 Form 4
40 Lyons M. Frank
Director
2011-03-25 21:07:38 0
0
0 Form 4