| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHAL | Common Stock | Purchase | $5,432,391 | +92,295 | +15% | $58.86 | 695,445 | 28 Nov 2022 | Clarendon Strategies, LLC | F1, F2 |
| transaction | UHAL | Common Stock | Purchase | $13,549,426 | +228,555 | +33% | $59.28 | 924,000 | 28 Nov 2022 | Clarendon Strategies, LLC | F1, F2 |
| transaction | UHAL | Common Stock | Purchase | $11,998 | +200 | +0.02% | $59.99 | 924,200 | 29 Nov 2022 | Clarendon Strategies, LLC | F2 |
| transaction | UHAL | Common Stock | Purchase | $4,734,192 | +78,233 | +8.5% | $60.51 | 1,002,433 | 29 Nov 2022 | Clarendon Strategies, LLC | F2, F3 |
| transaction | UHAL | Common Stock | Purchase | $3,161,624 | +51,567 | +5.1% | $61.31 | 1,054,000 | 29 Nov 2022 | Clarendon Strategies, LLC | F2, F3 |
| transaction | UHAL | Common Stock | Purchase | $1,287,062 | +20,800 | +2% | $61.88 | 1,074,800 | 30 Nov 2022 | Clarendon Strategies, LLC | F2, F4 |
| transaction | UHAL | Common Stock | Purchase | $55,800 | +900 | +0.08% | $62.00 | 1,075,700 | 30 Nov 2022 | Clarendon Strategies, LLC | F2 |
| holding | UHAL | Common Stock | 880,127 | 28 Nov 2022 | Blackwater Investments, Inc. | F2 | |||||
| holding | UHAL | Common Stock | 7,562,884 | 28 Nov 2022 | Direct | ||||||
| holding | UHAL | Series N Common Stock | 7,921,143 | 28 Nov 2022 | Blackwater Investments, Inc. | F2 | |||||
| holding | UHAL | Series N Common Stock | 68,065,956 | 28 Nov 2022 | Direct |
| 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 $58.859: $58.54 to $58.995, inclusive and (b) with respect to the weighted average price of $59.283: $59.000 to $59.68, 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 Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen 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 and Blackwater Investments, Inc. are wholly-owned subsidiaries of Willow Grove. |
| 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 $60.514: $60.000 to $60.99, inclusive and (b) with respect to the weighted average price of $61.311: $61.000 to $61.56, 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 $61.625 to $61.995, 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 (4). |