Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | UHALB | Series N Common Stock | Other | -680K | -1% | 67.3M | Aug 16, 2024 | Direct | F1 | ||
holding | UHALB | Series N Common Stock | 7.92M | Aug 16, 2024 | Blackwater Investments, Inc. | F2 | |||||
holding | UHALB | Common Stock | 24.9K | Aug 16, 2024 | SAC Holding Corporation | F2 | |||||
holding | UHALB | Common Stock | 1.32M | Aug 16, 2024 | Clarendon Strategies, LLC | F2 | |||||
holding | UHALB | Common Stock | 880K | Aug 16, 2024 | Blackwater Investments, Inc. | F2 | |||||
holding | UHALB | Common Stock | 7.56M | Aug 16, 2024 | Direct |
Id | Content |
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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 Edward J. Shoen 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. is a wholly owned subsidiary of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc. |