0000950170-24-098503.txt : 20240819 0000950170-24-098503.hdr.sgml : 20240819 20240819160511 ACCESSION NUMBER: 0000950170-24-098503 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240816 FILED AS OF DATE: 20240819 DATE AS OF CHANGE: 20240819 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: SHOEN MARK V CENTRAL INDEX KEY: 0001134431 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-11255 FILM NUMBER: 241220420 MAIL ADDRESS: STREET 1: 2727 N CENTRAL AVE CITY: PHOENIX STATE: AZ ZIP: 85004 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: U-Haul Holding Co /NV/ CENTRAL INDEX KEY: 0000004457 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-AUTO RENTAL & LEASING (NO DRIVERS) [7510] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 880106815 STATE OF INCORPORATION: NV FISCAL YEAR END: 0331 BUSINESS ADDRESS: STREET 1: 5555 KIETZKE LANE STE 100 CITY: RENO STATE: NV ZIP: 89511 BUSINESS PHONE: 7756886300 MAIL ADDRESS: STREET 1: 5555 KIETZKE LANE STREET 2: SUITE 100 CITY: RENO STATE: NV ZIP: 89511 FORMER COMPANY: FORMER CONFORMED NAME: AMERCO /NV/ DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: AMERCO DATE OF NAME CHANGE: 19770926 4 1 ownership.xml 4 X0508 4 2024-08-16 0000004457 U-Haul Holding Co /NV/ UHALB 0001134431 SHOEN MARK V 207 E. CLARENDON AVENUE PHOENIX AZ 85012 false false true false false Series N Common Stock 2024-08-16 4 J false 680000 D 67253456 I Willow Grove Holdings LP Series N Common Stock 2024-08-16 4 J false 680000 A 680000 I MVS-029 Trust Series N Common Stock 42962 D Series N Common Stock 7921143 I Blackwater Investments, Inc. Series N Common Stock 225954 I EJS-028 Trust Series N Common Stock 192863 I Shoen Family Revocable Trust Common Stock 4770 D Common Stock 6707 I Shoen Family Revocable Trust Common Stock 880127 I Blackwater Investments, Inc. Common Stock 25106 I EJS-028 Trust Common Stock 7562884 I Willow Grove Holdings LP Common Stock 1324000 I Clarendon Strategies, LLC Common Stock 24900 I SAC Holding Corporation 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. Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person 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. Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. Includes shares held by the EJS-028 Trust for which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose. /s/ Stuart M. Shoen, as Attorney-in-Fact 2024-08-19