| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| SHOEN EDWARD J | President, Director, 10%+ Owner | 207 E. CLARENDON AVENUE, PHOENIX | /s/ Edward J. Shoen | 22 Sep 2025 | 0000925122 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHALB | Series N Common Stock | Purchase | +229,515 | +2.9% | 8,150,658 | 18 Sep 2025 | Blackwater Investments, Inc. | F1, F2 | ||
| holding | UHALB | Series N Common Stock | 67,253,456 | 18 Sep 2025 | Willow Grove Holdings LP | F2 | |||||
| holding | UHALB | Series N Common Stock | 609 | 18 Sep 2025 | Direct | ||||||
| holding | UHALB | Series N Common Stock | 225,954 | 18 Sep 2025 | EJS-028 Trust | F3 | |||||
| holding | UHALB | Series N Common Stock | 158 | 18 Sep 2025 | ESOP Trust Fund | F4 | |||||
| holding | UHALB | Common Stock | 47 | 18 Sep 2025 | Direct | ||||||
| holding | UHALB | Common Stock | 880,127 | 18 Sep 2025 | Blackwater Investments, Inc. | F2 | |||||
| holding | UHALB | Common Stock | 25,106 | 18 Sep 2025 | EJS-028 Trust | F3 | |||||
| holding | UHALB | Common Stock | 7,562,884 | 18 Sep 2025 | Willow Grove Holdings LP | F2 | |||||
| holding | UHALB | Common Stock | 1,324,000 | 18 Sep 2025 | Clarendon Strategies, LLC | F2 | |||||
| holding | UHALB | Common Stock | 24,900 | 18 Sep 2025 | SAC Holding Corporation | F2 |
| Id | Content |
|---|---|
| F1 | This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of Willow Grove Holdings, LP ("Willow Grove"), and the EJS-028 Trust is a limited partner of Willow Grove. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater and Willow Grove, but only to the extent of his pecuniary interest therein. The reported transaction increased the Reporting Person's pecuniary interest in the transferred shares by approximately 86,481 shares. The Reporting Person disclaims beneficial ownership of shares held by the EJS-028 Trust, Blackwater and Willow Grove, except to the extent of his pecuniary interest therein. |
| 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 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 a trustee and 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. |