| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHALB | Series N Common Stock | Gift | $0 | -1.52K | -0.79% | $0.00 | 191K | Dec 16, 2024 | Shoen Family Revocable Trust | F1 |
| transaction | UHALB | Series N Common Stock | Gift | $0 | -752 | -0.39% | $0.00 | 191K | Dec 18, 2024 | Shoen Family Revocable Trust | F1 |
| transaction | UHALB | Series N Common Stock | Sale | -$815K | -12.4K | -1.82% | $65.86 | 668K | Feb 20, 2025 | MVS-029 Trust | F2, F3, F4 |
| transaction | UHALB | Series N Common Stock | Sale | -$8.17K | -123 | -0.02% | $66.40 | 668K | Feb 20, 2025 | MVS-029 Trust | F2, F3, F4 |
| transaction | UHALB | Series N Common Stock | Sale | -$6.34K | -97 | -0.01% | $65.33 | 667K | Feb 21, 2025 | MVS-029 Trust | F2, F4, F5 |
| transaction | UHALB | Series N Common Stock | Sale | -$12.7K | -192 | -0.03% | $66.03 | 667K | Feb 21, 2025 | MVS-029 Trust | F2, F4 |
| holding | UHALB | Series N Common Stock | 67.3M | Dec 16, 2024 | Willow Grove Holdings LP | F6 | |||||
| holding | UHALB | Series N Common Stock | 43K | Dec 16, 2024 | Direct | ||||||
| holding | UHALB | Series N Common Stock | 7.92M | Dec 16, 2024 | Blackwater Investments, Inc. | F6 | |||||
| holding | UHALB | Series N Common Stock | 226K | Dec 16, 2024 | EJS-028 Trust | F7 | |||||
| holding | UHALB | Common Stock | 4.77K | Dec 16, 2024 | Direct | ||||||
| holding | UHALB | Common Stock | 6.71K | Dec 16, 2024 | Shoen Family Revocable Trust | F1 | |||||
| holding | UHALB | Common Stock | 880K | Dec 16, 2024 | Blackwater Investments, Inc. | F6 | |||||
| holding | UHALB | Common Stock | 25.1K | Dec 16, 2024 | EJS-028 Trust | F7 | |||||
| holding | UHALB | Common Stock | 7.56M | Dec 16, 2024 | Willow Grove Holdings LP | F6 | |||||
| holding | UHALB | Common Stock | 1.32M | Dec 16, 2024 | Clarendon Strategies, LLC | F6 | |||||
| holding | UHALB | Common Stock | 24.9K | Dec 16, 2024 | SAC Holding Corporation | F6 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | 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. |
| F2 | The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 20, 2024, by Mark V. Shoen, as Trustee of the MVS-029 Trust dated April 30, 2019. |
| F3 | Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $65.35 to $66.34, inclusive (weighted average of $65.8563) and $66.39 to $66.40, inclusive (weighted average of $66.3954), respectively. Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. |
| F4 | 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. |
| F5 | The price reported in Column 4 is a weighted average price. Shares were sold in multiple transactions at prices ranging from $65.00 to $65.33, inclusive (weighted average of $65.3266). Reporting person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. |
| F6 | 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. |
| F7 | 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. |