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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| November 30, 2022 | 3 buying | +4.8% | −19.6% | −22.1% |
| June 30, 2021 | 2 buying | +10.4% | +10.2% | −8.1% |
| December 31, 2020 | 2 buying | +27.8% | +16.2% | +31.6% |
| February 28, 2020 | 2 buying | −3.3% | −8.9% | +45.8% |
| May 31, 2017 | 2 buying | −2.1% | −12.9% | −26.4% |
| February 29, 2016 | 3 selling | +0.1% | −14.8% | −11.2% |
| June 30, 2010 | 3 buying | +35.5% | +54.1% | +39.6% |
| April 30, 2010 | 4 selling | +15.9% | +28.1% | +45.8% |