buyModerate

Mark Shoen V bought $6.9M of UHAL

owner at U-Haul Holding Co /NV/. 132,500 shares at an average of $52.43, traded Nov 16, 2023, filed Nov 17, 2023.

Conviction score

Value

$6.9M

132,500 shares

Holdings after

192,863

+220% from before

From 52-week low

+12%

low $48.72, close $54.50

From 52-week high

-22%

high $69.67, as of Nov 16, 2023

Score components

Role
10% owner
+12
Trade size
$6.9M at market
+25
Relative to holdings
Holdings up 220%
+10
Price context
22% below the 52-week high
+4
Cluster
No other insider buying within 14 days
0
Repeat buying
First buy in 90 days
0
Track record
Too few past buys to judge (0 with prices)
0
Outside holder
A 10% owner who is not an officer or director
-5

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

UHALOct 12, 2026 · close 56.22

Since filing Nov 17, 2023: +1.4%SPY +79.0% · excess -77.6%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001062993-23-021165, as filed. Open on EDGAR

Date	Transaction	Shares	Price	Value	Holdings after	Filed
Nov 16, 2023	JOther Series N Common Stockindirect: Willow Grove Holdings LP	-132,500	-	-	67,933,456	Nov 17, 2023
Nov 16, 2023	JOther Series N Common Stockindirect: MVS-029 Trust	+132,500	-	-	132,500	Nov 17, 2023
Nov 16, 2023	SOpen-market sale Series N Common Stockindirect: MVS-029 Trust	-132,500	$52.43	$6.9M	0	Nov 17, 2023
Nov 16, 2023	POpen-market purchase Series N Common Stockindirect: Shoen Family Revocable Trust	+132,500	$52.43	$6.9M	192,863	Nov 17, 2023

Related signals

Other insiders at U-Haul Holding Co /NV/ and this insider’s other filings.

Score	Company	Insider	Value	Holdings	Filed
27Weak	UHALsell U-Haul Holding Co /NV/	John P. Brogan director	$201k 3,000 shares	-7%	Feb 19, 2025
16Weak	UHALbuy U-Haul Holding Co /NV/	Douglas Anthony Ducey other	$6,424 100 shares	-	Apr 3, 2024
27Weak	UHALsell U-Haul Holding Co /NV/	John P. Brogan director	$193k 3,000 shares	-6%	Feb 22, 2024
57Moderate	UHALsell U-Haul Holding Co /NV/	Mark Shoen V owner	$6.9M 132,500 shares	-100%	Nov 17, 2023

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.