| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHALB | Series N Common Stock | Other | -680,000 | -1% | 67,253,456 | 16 Aug 2024 | Willow Grove Holdings LP | F1, F2 | ||
| transaction | UHALB | Series N Common Stock | Other | +680,000 | 680,000 | 16 Aug 2024 | MVS-029 Trust | F1, F3 | |||
| holding | UHALB | Series N Common Stock | 42,962 | 16 Aug 2024 | Direct | ||||||
| holding | UHALB | Series N Common Stock | 7,921,143 | 16 Aug 2024 | Blackwater Investments, Inc. | F2 | |||||
| holding | UHALB | Series N Common Stock | 225,954 | 16 Aug 2024 | EJS-028 Trust | F5 | |||||
| holding | UHALB | Series N Common Stock | 192,863 | 16 Aug 2024 | Shoen Family Revocable Trust | F4 | |||||
| holding | UHALB | Common Stock | 4,770 | 16 Aug 2024 | Direct | ||||||
| holding | UHALB | Common Stock | 6,707 | 16 Aug 2024 | Shoen Family Revocable Trust | F4 | |||||
| holding | UHALB | Common Stock | 880,127 | 16 Aug 2024 | Blackwater Investments, Inc. | F2 | |||||
| holding | UHALB | Common Stock | 25,106 | 16 Aug 2024 | EJS-028 Trust | F5 | |||||
| holding | UHALB | Common Stock | 7,562,884 | 16 Aug 2024 | Willow Grove Holdings LP | F2 | |||||
| holding | UHALB | Common Stock | 1,324,000 | 16 Aug 2024 | Clarendon Strategies, LLC | F2 | |||||
| holding | UHALB | Common Stock | 24,900 | 16 Aug 2024 | SAC Holding Corporation | F2 |
| Id | Content |
|---|---|
| F1 | Represents an in-kind distribution, and not a purchase or sale of securities, by Willow Grove Holdings LP ("Willow Grove") to the MVS-029 Trust, one of its limited partners, without additional consideration. |
| F2 | Willow Grove is owned and controlled by Foster Road LLC and various trusts associated with the Reporting Person and Edward J. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by the Reporting Person and Stuart Shoen. Blackwater Investments, Inc. ("Blackwater") is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC") are wholly owned subsidiaries of Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon, Blackwater and SAC except to the extent of his pecuniary interest therein. |
| F3 | Includes shares held by the MVS-029 Trust for which the Reporting Person is the trustee and one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the MVS-029 Trust except to the extent of his pecuniary interest therein. |
| F4 | Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is the trustee and the Reporting Person and his spouse are the beneficiaries. |
| F5 | Includes shares held by the EJS-028 Trust for which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust and the filing of this Form 4 shall not be deemed an admission that he is the beneficial owner of the securities for purposes of Section 16 of the Exchange Act or for any other purpose. |