A Form 144 notice of proposed sale was filed on October 26, 2026, by MVS-029 Trust, a 10% stockholder of U-Haul Holding Co /NV/, disclosing a plan to sell 425,196 shares of Non Voting Common stock on NYSE.

Key Highlights

  • Selling entity: MVS-029 Trust, identified in the remarks as Mark V Shoen Trustee, MVS-029 Trust U/A DTD 04/30/2019, a 10% stockholder of U-Haul Holding Co /NV/.
  • Shares proposed for sale: 425,196 shares of Non Voting Common stock, with an aggregate market value of $21,006,808.00 according to the filing.
  • Total shares outstanding: 175,168,915 shares of Non Voting Common, as reported in the filing.
  • Approximate date of sale: October 26, 2026, through broker The Charles Schwab Corporation, Westlake, TX.
  • Acquisition origin: The 425,196 shares were acquired on August 16, 2024, via a distribution from partnership from Willow Grove Holdings LP, with payment date listed as August 16, 2024.
  • Rule 10b5-1 plan: The filing indicates a plan adoption or instruction date of September 21, 2026.
  • Prior sales: The filing reports nothing to report for securities sold during the past 3 months.

MVS-029 Trust Proposes to Sell U-Haul Non-Voting Common Shares via Schwab

According to the Form 144 filed with the U.S. Securities and Exchange Commission on October 26, 2026, MVS-029 Trust is proposing to sell 425,196 shares of Non Voting Common stock in U-Haul Holding Co /NV/, traded on NYSE:UHAL. The aggregate market value of the proposed sale is listed as $21,006,808.00 in the filing. The trust is identified in the remarks section as "MARK V SHOEN TTEE MVS-029 TRUST U/A DTD 04/30/2019" and is classified as a 10% stockholder of the issuer.

The filing discloses that the shares were originally acquired on August 16, 2024, through a distribution from partnership from Willow Grove Holdings LP. The shares were not a gift, and the nature of payment is listed as N/A. The broker named for the proposed transaction is The Charles Schwab Corporation, located at 3000 Schwab Way, Westlake, TX 76262. The filing notes the adoption of a Rule 10b5-1 plan or trading instruction dated September 21, 2026, and the signatory of the form is listed as Mark Shoen.

The filing reports no securities sold during the three months prior to the notice date. As of the filing, total shares of Non Voting Common outstanding are listed as 175,168,915. The issuer's SEC File Number is 001-11255, and its address is 5555 Kietzke Lane, Suite 100, Reno, Nevada 89511.

What Was Disclosed

MVS-029 Trust, a 10% stockholder linked to Mark V Shoen, filed a Form 144 notice proposing to sell 425,196 Non Voting Common shares of U-Haul Holding Co /NV/ with an aggregate market value of $21,006,808.00, with an approximate sale date of October 26, 2026.