undamentalytics Newsletter

U-haul Holding Co insider trading

Every open-market purchase and sale by U-haul Holding Co's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
U-haul Holding Co insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following U-haul Holding Co’s insiders pay?

From February 16, 2010 to February 19, 2025, 22 insiders reported 49 open-market purchases and 37 sales not made under a pre-set plan in U-haul Holding Co. Twelve months after each purchase was reported, the shares were +17.3% against the S&P 500 on average (median +7.6%), over 49 purchases with a full year of prices; 53% beat the index. After sales, the shares moved +9.8% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 19, 2010 into $100,030 by November 2, 2026, +14.8% a year. It held shares 65% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $61,047 (+11.5% a year), and held throughout $91,431 (+14.2%).

$0$50.0k$100k 201020122014201620182020202220242026 $100k$91.4k$61.0k
Copying U-haul Holding Co's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by U-haul Holding Co's insiders from February 19, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 65% of the time.
U-haul Holding Co: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Shoen Edward J President 18 +20.4% (18) 61% 4 −4.7% (4) March 27, 2023
Mullen Daniel Robert Director 9 +11.3% (9) 44% 4 +3.1% (4) August 12, 2016
De Respino Laurence J General Counsel 3 +54.9% (3) 100% 7 +12.4% (7) June 11, 2021
Shoen Mark V VP,U-Haul Business Consultants 2 −17.9% (2) 0% 4 +17.0% (4) November 17, 2023
Brogan John P. Director 0 — — 5 −15.1% (5) February 19, 2025
Schmidt Karl A. Director 5 +7.2% (5) 40% 0 — June 14, 2023
Bible Paul A Other 3 +30.1% (3) 67% 1 +69.6% (1) August 26, 2010
Shoen James P VP U-Haul Business Consultants 2 +53.2% (2) 100% 2 −20.4% (2) July 5, 2016
Berg Jason Allen Chief Accounting Officer 0 — — 2 +58.4% (2) February 23, 2010
Gallagher Michael L Director 2 +55.8% (2) 100% 0 — June 21, 2010
Grogan James J Director 2 −24.7% (2) 0% 0 — November 28, 2022
Bayer Charles J Director 0 — — 1 −19.4% (1) September 4, 2015
Foster Road LLC 10% owner 1 −8.8% (1) 0% 0 — February 3, 2016
Frank Ronald C. Executive VP U-Haul Field Ops 0 — — 1 +64.4% (1) March 2, 2010
Haydukovich Mark A. President-Oxford Life Ins 0 — — 1 +52.0% (1) February 5, 2013
Hayes Thomas W Other 1 −7.7% (1) 0% 0 — August 29, 2018
Herrera Richard Jay Director 1 −26.5% (1) 0% 0 — February 21, 2023
Holmes David L 10% owner 0 — — 1 −8.8% (1) February 3, 2016
Lyons M. Frank Director 0 — — 1 +4.5% (1) March 25, 2011
Peterson Robert T Chief Financial Officer U-Haul 0 — — 1 +32.6% (1) February 13, 2012
Vizcarra Carlos Pres-Amerco Real Estate Co 0 — — 1 −9.7% (1) July 6, 2018
Wardrip Rocky Assistant Treasurer 0 — — 1 +27.0% (1) April 4, 2014

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded U-haul Holding Co

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of U-haul Holding Co in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 6 buying crowds with six months of prices, it averaged +6.5% against the index. After 2 selling crowds, +6.7%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
November 30, 20223 buying+4.8%−19.6%−22.1%
June 30, 20212 buying+10.4%+10.2%−8.1%
December 31, 20202 buying+27.8%+16.2%+31.6%
February 28, 20202 buying−3.3%−8.9%+45.8%
May 31, 20172 buying−2.1%−12.9%−26.4%
February 29, 20163 selling+0.1%−14.8%−11.2%
June 30, 20103 buying+35.5%+54.1%+39.6%
April 30, 20104 selling+15.9%+28.1%+45.8%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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