Form 4: U-Haul Holding Co: Mark Shoen Reports Stock Sales and Beneficial Ownership Changes

Mark Shoen, a director and 10% owner of U-Haul Holding Co, reported multiple transactions involving Series N Common Stock and Common Stock, including sales executed under a Rule 10b5-1 trading plan.

Summary

• Mark Shoen, a director and significant shareholder of U-Haul Holding Co, filed a Form 4 detailing changes in beneficial ownership.
• The report includes sales of Series N Common Stock on February 20 and 21, 2025, executed under a pre-arranged Rule 10b5-1 trading plan.
• These sales were conducted at weighted average prices ranging from $65.3266 to $66.3954.
• Shoen also reported dispositions of Series N Common Stock on December 16 and 18, 2024.
• The filing details both direct and indirect ownership of Series N Common Stock and Common Stock through various trusts and entities, including the Shoen Family Revocable Trust, MVS-029 Trust, Willow Grove Holdings LP, Blackwater Investments, Inc., EJS-028 Trust, Clarendon Strategies, LLC, and SAC Holding Corporation.
• Shoen disclaims beneficial ownership of shares held by certain trusts and entities except to the extent of his pecuniary interest.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment, but rather provides factual information about insider trading activity.

Industry Context

Form 4 filings are standard disclosures required by the SEC to provide transparency regarding the transactions of company insiders. These filings are closely watched by investors to gauge insider sentiment and potential future stock performance.

Stakeholder Impact

• Shareholders may interpret the stock sales as a signal, although the sales were conducted under a pre-arranged trading plan.
• The filing provides transparency to the market regarding insider transactions.

Key Dates

Keywords

Form 4, Beneficial Ownership, U-Haul Holding Co, Mark Shoen, Stock Sales, Series N Common Stock, Common Stock, Rule 10b5-1, Insider Trading