Form 4: U-Haul Holding Co: Mark V Shoen Reports In-Kind Distribution of Series N Common Stock

Mark V Shoen, a director and 10% owner of U-Haul Holding Co, reported an in-kind distribution of Series N Common Stock from Willow Grove Holdings LP to the MVS-029 Trust.

Summary

• On August 16, 2024, Mark V Shoen reported a transaction involving Series N Common Stock of U-Haul Holding Co.
• The transaction involved an in-kind distribution of 680,000 shares from Willow Grove Holdings LP to the MVS-029 Trust.
• This distribution did not involve a purchase or sale of securities and was made without additional consideration.
• Following the transaction, Shoen's directly owned Series N Common Stock remains at 42,962 shares.
• Shoen also disclaims beneficial ownership of shares held by various entities including Willow Grove, Clarendon, Blackwater and SAC, except to the extent of his pecuniary interest therein.
• The reporting person is the trustee and one of the beneficiaries for shares held by the MVS-029 Trust and the Shoen Family Revocable Trust.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, reporting a standard transaction. It doesn't convey any particular positive or negative sentiment.

Industry Context

This filing is a routine disclosure related to changes in beneficial ownership by a company insider and is a standard practice in compliance with SEC regulations.

Key Dates