Jason A. Berg

Chief Financial Officer at U-Haul Holding Co

Since June 2016

Age

51 years

Tenure

Joined U-Haul in 1996, held roles including Principal Financial Officer, Chief Accounting Officer, Treasurer, and Secretary, and was appointed Chief Financial Officer in June 2016.

Also at U-Haul Holding Co

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Edward J. Shoen

Chairman of the Board and President

KKC

Kristine K. Campbell

General Counsel

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Maria L. Bell

Chief Accounting Officer

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About

Jason A. Berg is a long-tenured executive at U-Haul Holding Company, having joined the firm in 1996 and progressively taking on increased responsibilities over nearly three decades.

Throughout his career, he has served as Principal Financial Officer and Chief Accounting Officer from 2005 to 2016, and his experience also includes roles as Treasurer and Secretary at Oxford Life Insurance Company, contributing significantly to the company’s financial operations.

Appointed as Chief Financial Officer in June 2016, he has maintained a strong focus on financial integrity and compliance, and as of June 26, 2024, he is 51 years old, reflecting his enduring commitment to the company’s success.

Past Roles

Organization	Role	Date Range
U-Haul Holding Company	Principal Financial Officer and Chief Accounting Officer	2005–2016
Oxford Life Insurance Company	Treasurer and Secretary	Prior to 2005

Fixed Compensation

Data from FY 2024

Component Name	Amount	Payment Schedule	Additional Details
Salary	$415,392	Annual	Base salary for fiscal 2024
Stock Awards	$11,777	Annual	Recognized cost under ASC 718 for Voting and Non-Voting Common Stock allocated under the ESOP
Other Compensation	$0	Annual	No other compensation awarded

Performance Compensation

Data from FY 2024

No information available on performance compensation for 2024