---
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"
generated_at: "2026-06-17T11:21:12.194050+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Shoen-led group crosses 50% voting ownership, making U-Haul a controlled company

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 5.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000004457-23-000026
- JSON: https://secwatch.observer/filing/0000004457-23-000026.json
- Plain text: https://secwatch.observer/filing/0000004457-23-000026.txt

## Key facts
- M&A Transactions
  U-Haul Holding Co /NV/ underwent a change of control involving Schedule 13D Group for $1,404,711.46 (closed 2023-03-23).
  - Action: change of control
  - Counterparty: Schedule 13D Group
  - Consideration: $1,404,711.46
  - Closing: 2023-03-23
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/4457/000000445723000026/0000004457-23-000026-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.