SHOEN MARK V — SEC Form 4 filings
SEC reporting owner CIK 1134431. 5 Form 4 filings on record with FilingPulse; latest filed 2025-11-21.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-08-19 to 2025-11-21. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 229,515 shares.
- Open-market sales (code S, non-derivative): 5 legs across 2 filings — 25,289 shares, $1,655,169 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 6.
- Largest priced transaction: sale of 12,377 shares @ $65.86 ($815,103) in U-Haul Holding Co /NV/, filed 2025-02-24.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| U-Haul Holding Co /NV/ (UHALB) | 10% owner | 5 | 1 leg · 229,515 sh | 5 legs · 25,289 sh · $1,655,169 | 6 |
Form 4 filings — SHOEN MARK V
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-11-21 | 4 | U-Haul Holding Co /NV/ (UHALB) | Gift (G): 4,578 @ $0 | EDGAR |
| 2025-09-22 | 4 | U-Haul Holding Co /NV/ (UHALB) | Other (J): 229,515 · Purchase (P): 229,515 | EDGAR |
| 2025-02-28 | 4 | U-Haul Holding Co /NV/ (UHALB) | Sale (S): 12,500 @ $65.03 | EDGAR |
| 2025-02-24 | 4 | U-Haul Holding Co /NV/ (UHALB) | Gift (G): 1,520 @ $0 · Gift (G): 752 @ $0 · Sale (S): 12,377 @ $65.86 · Sale (S): 123 @ $66.40 · Sale (S): 97 @ $65.33 · Sale (S): 192 @ $66.03 | EDGAR |
| 2024-08-19 | 4 | U-Haul Holding Co /NV/ (UHALB) | Other (J): 680,000 · Other (J): 680,000 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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