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sellModerate

Mark Shoen V sold $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.

Warning score
57
Value
$6.9M
132,500 shares
Holdings after
0
-100% 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
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • Cluster
    No other insider selling within 14 days
    0

What happened after comparable sells

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 9, 2026 · close 57.39
Since filing Nov 17, 2023: +3.5%SPY +79.0% · excess -75.5%

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

DateTransactionSharesPriceValueHoldings afterFiled
Nov 16, 2023JOther
Series N Common Stockindirect: Willow Grove Holdings LP
-132,500--67,933,456Nov 17, 2023
Nov 16, 2023JOther
Series N Common Stockindirect: MVS-029 Trust
+132,500--132,500Nov 17, 2023
Nov 16, 2023SOpen-market sale
Series N Common Stockindirect: MVS-029 Trust
-132,500$52.43$6.9M0Nov 17, 2023
Nov 16, 2023POpen-market purchase
Series N Common Stockindirect: Shoen Family Revocable Trust
+132,500$52.43$6.9M192,863Nov 17, 2023

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
27Weak
UHALsell
U-Haul Holding Co /NV/
John P. Brogan
director
$201k
3,000 shares
-7%
27Weak
UHALsell
U-Haul Holding Co /NV/
John P. Brogan
director
$193k
3,000 shares
-6%
46Moderate
UHALbuy
U-Haul Holding Co /NV/
Mark Shoen V
owner
$6.9M
132,500 shares
+220%

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.

Mark Shoen V sold $6.9M of UHAL | InsiderTell