Shoen Mark V
SHOEN MARK V, 10%, reported an open-market or private sale at U-Haul Holding Co NV involving 16704.000000 shares. Reported holdings after the transaction were 292661.000000 shares. The stored filing text includes a detected 10b5-1 reference.
- Trade date
- Nov 02, 2026
- Filing date
- Nov 03, 2026
How reported position traded is calculated
Shares sold ÷ (holdings after + shares sold). Estimated position before: 309,365 shares.
Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.
Filing warnings
Notes recorded with this filingUHALB price since this filing
Daily closing prices, with the filing date and available return windowsTransaction facts
Stored Form 4 columns with their raw values
- Type
- Sell Code S
- Identifier
- 0001193125-26-445551 Series N Common Stock
- Transaction date
- Nov 02, 2026 Filed Nov 03, 2026, 09:48 PM · 1d delay
- Shares
- 16,704 sh Price unknown
- Estimated value
- — Computed from shares × price
- Holdings after
- 292,661 sh Indirect · MVS-029 Trust
Filing signal explanations
Badges describe filing facts only — not predictions.
-14 points
Compact filing score computed from stored Form 4 facts. Version v1.
This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.
How this score is calculated
- timely_filing+4 points
reporting_delay_days = 1
Filing reported within two business days of the transaction. - tenb5_1_detected-10 points
is_10b5_1 = true
Stored filing content includes detected 10b5-1 language. - missing_price-8 points
price_cents is null
Missing price reduces confidence in value-based signals.
- price_cents
Signed filing-only points, not a probability or expected return. Version v1.
Reported relationships & other filings
Form 4 relationship flags and nearby filing context
No officer title
- F1
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on September 21, 2026 by the MVS-029 Trust dated April 30, 2019 (the "MVS-029 Trust").
- F2
The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $49.75 to $50.70, inclusive (weighted average of $50.1070). The reporting p…
- F3F7(2 footnotes)
Includes shares held by the MVS-029 Trust, for which the Reporting Person is a trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 T…
- F4
The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $50.77 to $51.75, inclusive (weighted average of $51.2782). The reporting p…
- F5
The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $51.77 to $52.76, inclusive (weighted average of $52.4620). The reporting p…
- F6
The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $52.77 to $53.03, inclusive (weighted average of $52.8515). The reporting p…
- F8
Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the fili…
- F9
Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries.
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