Mark V Shoen - Net Worth and Insider Trading

Mark V Shoen Net Worth

The estimated net worth of Mark V Shoen is at least $728 Million dollars as of 2024-12-11. Mark V Shoen is the 10% Owner of U-Haul Holding Co and owns about 9,828,494 shares of U-Haul Holding Co (UHAL) stock worth over $728 Million. Details can be seen in Mark V Shoen's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Mark V Shoen has not made any transactions after 2023-11-16 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Mark V Shoen

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Mark V Shoen Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Mark V Shoen owns 2 companies in total, including U-Haul Holding Co (UHAL) , and U-Haul Holding Co (UHAL.B) .

Click here to see the complete history of Mark V Shoen’s form 4 insider trades.

Insider Ownership Summary of Mark V Shoen

Ticker Comapny Transaction Date Type of Owner
UHAL U-Haul Holding Co 2023-03-23 10 percent owner
UHAL.B U-Haul Holding Co 2023-03-23 10 percent owner

Mark V Shoen Latest Holdings Summary

Mark V Shoen currently owns a total of 1 stock. Mark V Shoen owns 9,828,494 shares of U-Haul Holding Co (UHAL) as of November 16, 2023, with a value of $728 Million.

Latest Holdings of Mark V Shoen

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UHAL U-Haul Holding Co 2023-11-16 9,828,494 74.10 728,291,405

Holding Weightings of Mark V Shoen


Mark V Shoen Form 4 Trading Tracker

According to the SEC Form 4 filings, Mark V Shoen has made a total of 17 transactions in U-Haul Holding Co (UHAL) over the past 5 years, including 16 buys and 1 sells. The most-recent trade in U-Haul Holding Co is the sale of 132,500 shares on November 16, 2023, which brought Mark V Shoen around $7 Million.

Insider Trading History of Mark V Shoen

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Mark V Shoen Trading Performance

GuruFocus tracks the stock performance after each of Mark V Shoen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mark V Shoen is 8.77%. GuruFocus also compares Mark V Shoen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mark V Shoen within 3 months outperforms 8 times out of 22 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Mark V Shoen's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Mark V Shoen

Average Return

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Average return per transaction

Outperforming Transactions

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16 out of 22 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -1.05 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.35 LIMIT LIMIT LIMIT LIMIT LIMIT

Mark V Shoen Ownership Network

Ownership Network List of Mark V Shoen

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Ownership Network Relation of Mark V Shoen

Insider Network Chart

Mark V Shoen Owned Company Details

What does U-Haul Holding Co do?

Who are the key executives at U-Haul Holding Co?

Mark V Shoen is the 10 percent owner of U-Haul Holding Co. Other key executives at U-Haul Holding Co include 10 percent owner Clarendon Strategies, Llc , director & 10 percent owner & President Edward J Shoen , and 10 percent owner Willow Grove Holdings Lp .

U-Haul Holding Co (UHAL) Insider Trades Summary

Over the past 18 months, Mark V Shoen made 2 insider transaction in U-Haul Holding Co (UHAL) with a net sale of 0. Other recent insider transactions involving U-Haul Holding Co (UHAL) include a net sale of 3,000 shares made by John P. Brogan , a net purchase of 1,500 shares made by Karl A. Schmidt , and a net purchase of 100 shares made by .

In summary, during the past 3 months, insiders sold 0 shares of U-Haul Holding Co (UHAL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 135,500 shares of U-Haul Holding Co (UHAL) were sold and 134,100 shares were bought by its insiders, resulting in a net sale of 1,400 shares.

U-Haul Holding Co (UHAL)'s detailed insider trading history can be found in Insider Trading Tracker table.

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U-Haul Holding Co Insider Transactions

No Available Data

Mark V Shoen Mailing Address

Above is the net worth, insider trading, and ownership report for Mark V Shoen. You might contact Mark V Shoen via mailing address: 2727 N Central Ave, Phoenix Az 85004.