{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-17T06:29:36.131708+00:00","company":{"ticker":"UHAL","cik":4457,"company_name":"U-Haul Holding Co /NV/"},"pagination":{"limit":100,"returned":13,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"ma_counterparty":[{"display_name":"Schedule 13D Group","detail":"change_of_control","count":1,"first_seen":"2023-03-29T23:59:59+00:00","last_seen":"2023-03-29T23:59:59+00:00","evidence_fact_ids":[168696]}]},"facts":[{"fact_type":"earnings_release","fact_key":"a63179d2e8c5209765cd50ea540fc55d5ea3f75d","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2026-05-27T20:10:03+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"($127.8) million","period_text":"the quarter ended March 31, 2026","report_date":"2026-05-27","result_type":"reported_results","revenue_text":null},"claim":"U-Haul Holding Co /NV/ reported the quarter ended March 31, 2026 results: net income ($127.8) million.","evidence_excerpt":"For the quarter ended March 31, 2026, the Company reported net losses available to shareholders of ($127.8) million compared with net losses of ($82.3) million for the same period last year.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-241898","anchor_url":"https://secwatch.observer/filing/0001193125-26-241898#claim-a63179d2e8c5209765cd50ea540fc55d5ea3f75d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000119312526241898/0001193125-26-241898-index.htm"},{"fact_type":"earnings_release","fact_key":"062c0608b9a3dbe89e3a7a82601f4cfbf23c108b","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2026-05-27T20:10:03+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$83.1 million","period_text":"the year ended March 31, 2026","report_date":"2026-05-27","result_type":"reported_results","revenue_text":null},"claim":"U-Haul Holding Co /NV/ reported the year ended March 31, 2026 results: net income $83.1 million.","evidence_excerpt":"U-Haul Holding Company (NYSE: UHAL, UHAL.B), parent of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company today reported net earnings available to shareholders for the year ended March 31, 2026 of $83.1 million compared with $367.1 million for the same period last year.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-26-241898","anchor_url":"https://secwatch.observer/filing/0001193125-26-241898#claim-062c0608b9a3dbe89e3a7a82601f4cfbf23c108b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000119312526241898/0001193125-26-241898-index.htm"},{"fact_type":"auditor_change","fact_key":"a727866908469b45a6eccd1aa4bcbf393b088062","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-09-07T23:59:59+00:00","payload":{"action":"engagement","auditor_name":"Deloitte and Touche, LLP","disagreement_text":null,"effective_date":"2023-08-31","item_codes_triggered":["4.01"],"non_reliance_signal":"none","successor_auditor_name":null},"claim":"U-Haul Holding Co /NV/ engaged Deloitte and Touche, LLP as its auditor.","evidence_excerpt":"the Committee approved the appointment of Deloitte and Touche, LLP (“Deloitte”) as the Company’s independent registered public accounting firm commencing with the fiscal year ending March 31, 2024","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000072","anchor_url":"https://secwatch.observer/filing/0000004457-23-000072#claim-a727866908469b45a6eccd1aa4bcbf393b088062","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000072/0000004457-23-000072-index.htm"},{"fact_type":"auditor_change","fact_key":"d2db680e7089df8c92369d3f50c487b785a715a3","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-09-07T23:59:59+00:00","payload":{"action":"dismissal","auditor_name":"BDO USA, P.C.","disagreement_text":null,"effective_date":"2023-08-31","item_codes_triggered":["4.01"],"non_reliance_signal":"none","successor_auditor_name":"Deloitte and Touche, LLP"},"claim":"U-Haul Holding Co /NV/ dismissed BDO USA, P.C. as its auditor.","evidence_excerpt":"the Committee approved the dismissal of BDO as the Company’s independent registered public accounting firm","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000072","anchor_url":"https://secwatch.observer/filing/0000004457-23-000072#claim-d2db680e7089df8c92369d3f50c487b785a715a3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000072/0000004457-23-000072-index.htm"},{"fact_type":"shareholder_vote","fact_key":"b741ad5ddaaf4e160b1c132c83f3f3cada338877","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-08-18T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-08-17","outcome":"passed","proposal_text":"Ratify and affirm decisions and actions of Board and executive officers for fiscal year ended March 31, 2023","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":"1,019,296","votes_against":"2,135,282","votes_for":"12,870,513","votes_withheld":null}]},"claim":"U-Haul Holding Co /NV/ shareholders approved Ratify and affirm decisions and actions of Board and executive officers for fiscal year ended March 31, 2023 at the 2023-08-17 meeting.","evidence_excerpt":"Proposal 3 12,870,513 2,135,282 - 1,019,296 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2023-08-17 meeting.","evidence_excerpt":"Proposal 2 15,747,622 260,913 - 16,556 -","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000068","anchor_url":"https://secwatch.observer/filing/0000004457-23-000068#claim-e80fb6df7e67275231c00f5fdbf13f4dbbb731ac","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000068/0000004457-23-000068-index.htm"},{"fact_type":"shareholder_vote","fact_key":"193564bfcaea0b7af19f7a6c31ae2ee2154c83b5","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-08-18T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-08-17","outcome":"passed","proposal_text":"Election of eight directors to serve until 2024 Annual Meeting","proposal_type":"director_election","results":[{"broker_non_votes":null,"subject":"Edward J. 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Shank","votes_abstain":null,"votes_against":null,"votes_for":"13,959,733","votes_withheld":"2,065,358"},{"broker_non_votes":null,"subject":"Samuel J. Shoen","votes_abstain":null,"votes_against":null,"votes_for":"14,669,532","votes_withheld":"1,355,559"}]},"claim":"U-Haul Holding Co /NV/ shareholders approved Election of eight directors to serve until 2024 Annual Meeting at the 2023-08-17 meeting.","evidence_excerpt":"Proposal 1 Edward J. Shoen 14,540,549 - 1,484,542 - - James E. Acridge 15,714,547 - 310,544 - - John P. Brogan 13,745,862 - 2,279,229 - - James J. Grogan 13,959,267 - 2,065,824 - - Richard J. Herrera 15,796,418 - 228,673 - - Karl A. Schmidt 15,804,736 - 220,355 - - Roberta R. Shank 13,959,733 - 2,065,358 - - Samuel J. Shoen 14,669,532 - 1,355,559 - -","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000068","anchor_url":"https://secwatch.observer/filing/0000004457-23-000068#claim-193564bfcaea0b7af19f7a6c31ae2ee2154c83b5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000068/0000004457-23-000068-index.htm"},{"fact_type":"earnings_release","fact_key":"2b0b763a38e92564058987c2d9cc77b88fe3d23a","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-05-30T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$37.7 million","period_text":"the quarter ended March 31, 2023","report_date":"2023-05-30","result_type":"reported_results","revenue_text":null},"claim":"U-Haul Holding Co /NV/ reported the quarter ended March 31, 2023 results: net income $37.7 million.","evidence_excerpt":"For the quarter ended March 31, 2023, the Company reported net earnings available to shareholders of $37.7 million","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000046","anchor_url":"https://secwatch.observer/filing/0000004457-23-000046#claim-2b0b763a38e92564058987c2d9cc77b88fe3d23a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000046/0000004457-23-000046-index.htm"},{"fact_type":"earnings_release","fact_key":"1813f9a7237275306d5ed661c97df8ed40da8be0","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-05-30T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$923.0 million","period_text":"the year ended March 31, 2023","report_date":"2023-05-30","result_type":"reported_results","revenue_text":null},"claim":"U-Haul Holding Co /NV/ reported the year ended March 31, 2023 results: net income $923.0 million.","evidence_excerpt":"today reported net earnings available to shareholders for the year ended March 31, 2023, of $923.0 million","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000046","anchor_url":"https://secwatch.observer/filing/0000004457-23-000046#claim-1813f9a7237275306d5ed661c97df8ed40da8be0","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000046/0000004457-23-000046-index.htm"},{"fact_type":"ma_transaction","fact_key":"753d93cd54ddd40145673356e555a14e0c950087","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-03-29T23:59:59+00:00","payload":{"action":"change_of_control","closing_date":"2023-03-23","consideration_text":"$1,404,711.46","counterparty":"Schedule 13D Group","effective_date":"2023-03-23","item_codes_triggered":["5.01"]},"claim":"U-Haul Holding Co /NV/ underwent a change of control involving Schedule 13D Group for $1,404,711.46 (closed 2023-03-23).","evidence_excerpt":"Stock ”) of U-Haul Holding Company (the “ Company ”). The Voting Common Stock was acquired in open market purchases (the “ Transactions ”) for an aggregate purchase price of $1,404,711.46. The source of funds used in connection with the purchase of such shares of Voting Common Stock was the working capital of SAC and its affiliates. As a result of the","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000004457-23-000026","anchor_url":"https://secwatch.observer/filing/0000004457-23-000026#claim-753d93cd54ddd40145673356e555a14e0c950087","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000026/0000004457-23-000026-index.htm"},{"fact_type":"executive_change","fact_key":"aa92e2de8a","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-03-22T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2023-05-12","interim":false,"role":"General Counsel","role_category":"general_counsel","successor_name":null,"successor_named":false},"claim":"Kristine Campbell was appointed as General Counsel at U-Haul Holding Co /NV/.","evidence_excerpt":"On March 16, 2023, it was announced that Laurence De Respino will retire from the office of General Counsel of U-Haul Holding Company (the “Company”) and that Kristine Campbell will succeed him to that office.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000004457-23-000023","anchor_url":"https://secwatch.observer/filing/0000004457-23-000023#claim-aa92e2de8a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000023/0000004457-23-000023-index.htm"},{"fact_type":"executive_change","fact_key":"8bf28e24ae","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-03-22T23:59:59+00:00","payload":{"action":"retire","action_category":"departure","departure_tone":"retirement","effective_date":"2023-05-12","interim":false,"role":"General Counsel","role_category":"general_counsel","successor_name":"Kristine Campbell","successor_named":true},"claim":"Laurence De Respino departed as General Counsel at U-Haul Holding Co /NV/.","evidence_excerpt":"On March 16, 2023, it was announced that Laurence De Respino will retire from the office of General Counsel of U-Haul Holding Company (the “Company”) and that Kristine Campbell will succeed him to that office.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000004457-23-000023","anchor_url":"https://secwatch.observer/filing/0000004457-23-000023#claim-8bf28e24ae","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000023/0000004457-23-000023-index.htm"},{"fact_type":"governance_change","fact_key":"ffcb011a38640c3c6e3b8f56a8f4731708d532e1","cik":4457,"ticker":"UHAL","company_name":"U-Haul Holding Co /NV/","filed_at":"2022-12-19T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2022-12-19","item_codes_triggered":["5.03"],"summary_text":"Amended Restated By-Laws to reflect company name change from AMERCO to U-Haul Holding Company and supplement exception to Nevada's acquisition of controlling interest statutes for acquisitions by Edward J. Shoen, Mark V. Shoen, and their affiliates."},"claim":"U-Haul Holding Co /NV/: Amended Restated By-Laws to reflect company name change from AMERCO to U-Haul Holding Company and supplement exception to Nevada's acquisition of controlling interest statutes for acquisitions by Edward J. Shoen, Mark V. Shoen, and their affiliates (effective 2022-12-19).","evidence_excerpt":"The Board of Directors (the “Board”) of U-Haul Holding Company approved amendments to the Restated By-Laws of U-Haul Holding Company (the “By-Laws“) effective December 19, 2022. The Restated By-Laws (a) reflect the name change from AMERCO to U-Haul Holding Company and (b) include a supplement to the existing exception to the applicability of Nevada’s “acquisition of controlling interest” statutes (NRS 78.378 to 78.3793) to also include any and all acquisitions of any class or series of our capital stock effected by Edward J. Shoen, Mark V. 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