| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHALB | Series N Common Stock | Other | -680K | -1% | 67.3M | 16 Aug 2024 | Willow Grove Holdings LP | F1, F2 | ||
| holding | UHALB | Series N Common Stock | 609 | 16 Aug 2024 | Direct | ||||||
| holding | UHALB | Series N Common Stock | 158 | 16 Aug 2024 | By ESOP Trust Fund | F4, F5 | |||||
| holding | UHALB | Series N Common Stock | 7.92M | 16 Aug 2024 | By Blackwater Investments, Inc. | F2 | |||||
| holding | UHALB | Series N Common Stock | 226K | 16 Aug 2024 | By EJS-028 Trust | F3 | |||||
| holding | UHALB | Common Stock | 47.1 | 16 Aug 2024 | Direct | ||||||
| holding | UHALB | Common Stock | 880K | 16 Aug 2024 | By Blackwater Investments, Inc. | F2 | |||||
| holding | UHALB | Common Stock | 25.1K | 16 Aug 2024 | By EJS-028 Trust | F3 | |||||
| holding | UHALB | Common Stock | 7.56M | 16 Aug 2024 | By Willow Grove Holdings LP | F2 | |||||
| holding | UHALB | Common Stock | 1.32M | 16 Aug 2024 | By Clarendon Strategies, LLC | F2 | |||||
| holding | UHALB | Common Stock | 24.9K | 16 Aug 2024 | By 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 Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove and is managed by Mark V. Shoen 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 EJS-028 Trust for which the Reporting Person is one of the beneficiaries. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust except to the extent of his pecuniary interest therein. |
| F4 | Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. The Reporting Person disclaims beneficial ownership of shares held by the ESOP Trust Fund except to the extent of his pecuniary interest therein. |
| F5 | This form reflects a 0.132 share increase in beneficial ownership resulting from an exempt acquisition by the ESOP Trust Fund pursuant to Rule 16b-3(c). |