| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHAL | Common Stock | Purchase | $2,483,745 | +47,087 | $52.75 | 47,087 | 16 Nov 2022 | Clarendon Strategies, LLC | F1, F2 | |
| transaction | UHAL | Common Stock | Purchase | $9,316,271 | +174,351 | +370% | $53.43 | 221,438 | 16 Nov 2022 | Clarendon Strategies, LLC | F1, F2 |
| transaction | UHAL | Common Stock | Purchase | $5,530,113 | +101,483 | +46% | $54.49 | 322,921 | 16 Nov 2022 | Clarendon Strategies, LLC | F1, F2 |
| transaction | UHAL | Common Stock | Purchase | $59,383 | +1,079 | +0.33% | $55.04 | 324,000 | 16 Nov 2022 | Clarendon Strategies, LLC | F1, F2 |
| transaction | UHAL | Common Stock | Purchase | $3,324,051 | +63,063 | +19% | $52.71 | 387,063 | 17 Nov 2022 | Clarendon Strategies, LLC | F2, F3 |
| transaction | UHAL | Common Stock | Purchase | $4,137,481 | +77,539 | +20% | $53.36 | 464,602 | 17 Nov 2022 | Clarendon Strategies, LLC | F2, F3 |
| transaction | UHAL | Common Stock | Purchase | $4,695,884 | +85,980 | +19% | $54.62 | 550,582 | 17 Nov 2022 | Clarendon Strategies, LLC | F2, F3 |
| transaction | UHAL | Common Stock | Purchase | $2,668,074 | +48,418 | +8.8% | $55.10 | 599,000 | 17 Nov 2022 | Clarendon Strategies, LLC | F2, F3 |
| transaction | UHAL | Common Stock | Purchase | $198,040 | +3,550 | +0.59% | $55.79 | 602,550 | 18 Nov 2022 | Clarendon Strategies, LLC | F2, F4 |
| transaction | UHAL | Common Stock | Purchase | $33,600 | +600 | +0.1% | $56.00 | 603,150 | 18 Nov 2022 | Clarendon Strategies, LLC | F2 |
| holding | UHAL | Common Stock | 7,562,884 | 16 Nov 2022 | Willow Grove Holdings LP | F2 | |||||
| holding | UHAL | Common Stock | 25,106 | 16 Nov 2022 | EJS-028 Trust | F5 | |||||
| holding | UHAL | Common Stock | 880,127 | 16 Nov 2022 | Blackwater Investments, Inc. | F2 | |||||
| holding | UHAL | Common Stock | 6,707 | 16 Nov 2022 | Shoen Family Revocable Trust | F6 | |||||
| holding | UHAL | Common Stock | 4,770 | 16 Nov 2022 | ESOP Trust Fund | F7 | |||||
| holding | UHAL | Series N Common Stock | 68,065,956 | 16 Nov 2022 | Willow Grove Holdings LP | F2, F8 | |||||
| holding | UHAL | Series N Common Stock | 225,954 | 16 Nov 2022 | EJS-028 Trust | F5, F8 | |||||
| holding | UHAL | Series N Common Stock | 7,921,143 | 16 Nov 2022 | Blackwater Investments, Inc. | F2, F8 | |||||
| holding | UHAL | Series N Common Stock | 60,363 | 16 Nov 2022 | Shoen Family Revocable Trust | F6, F8 | |||||
| holding | UHAL | Series N Common Stock | 42,931 | 16 Nov 2022 | ESOP Trust Fund | F7, F8 |
| Id | Content |
|---|---|
| F1 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.748: $52.455 to $52.995, inclusive; (b) with respect to the weighted average price of $53.434: $53.00 to $53.99, inclusive; (c) with respect to the weighted average price of $54.493: $54.00 to $54.99, inclusive; and (d) with respect to the weighted average price of $55.035: $55.00 to $55.15, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1). |
| F2 | Willow Grove Holdings, LP ("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, is managed by the reporting person and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Clarendon Strategies, LLC ("Clarendon") and Blackwater Investments, Inc. ("Blackwater") are wholly-owned subsidiaries of Willow Grove. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Willow Grove, Clarendon and Blackwater except to the extent of his pecuniary interest therein. |
| F3 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $52.710: $52.15 to $52.99, inclusive; (b) with respect to the weighted average price of $53.360: $53.00 to $53.995, inclusive; (c) with respect to the weighted average price of $54.616: $54.00 to $54.995, inclusive; and (d) with respect to the weighted average price of $55.105: $55.00 to $55.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3). |
| F4 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.19 to $55.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (4). |
| 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. |
| F6 | 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. |
| F7 | Includes shares held by the ESOP Trust Fund for which the Reporting Person is the beneficiary. |
| F8 | On November 9, 2022, the Issuer issued newly created shares of Series N Non-Voting Common Stock through a stock dividend on a 9-for-1 basis to all existing holders of the Issuer's Common Stock. |