{"schema_version":"secwatch.filing_event.v1","accession":"0000004457-23-000026","form_type":"8-K","ticker":"UHAL","cik":"0000004457","company_name":"U-Haul Holding Co /NV/","filed_at":"2023-03-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:47.666272+00:00","generated_at":"2026-06-17T11:21:12.194050+00:00","sec_items":["5.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Shoen-led group crosses 50% voting ownership, making U-Haul a controlled company","bullets":["SAC purchased 24,900 voting common shares for $1.4M on March 23, 2023.","Group now holds 9,828,542 shares (50.13% of voting stock), up from just under 50%.","Company qualifies as a NYSE controlled company; may opt out of certain governance requirements.","No election regarding governance exemptions has been made by the Board."],"urls":{"canonical":"https://secwatch.observer/filing/0000004457-23-000026","json":"https://secwatch.observer/filing/0000004457-23-000026.json","markdown":"https://secwatch.observer/filing/0000004457-23-000026.md","text":"https://secwatch.observer/filing/0000004457-23-000026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000026/0000004457-23-000026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000026/uhal-20230323.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T11:21:12.194050+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"753d93cd54ddd40145673356e555a14e0c950087","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","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/4457/000000445723000026/0000004457-23-000026-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"change of control"},{"label":"Counterparty","value":"Schedule 13D Group"},{"label":"Consideration","value":"$1,404,711.46"},{"label":"Closing","value":"2023-03-23"}],"fact_type":"ma_transaction"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}