| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| SHOEN MARK V | 10%+ Owner | 207 E. CLARENDON AVENUE, PHOENIX | /s/ Mark V. Shoen | 22 Sep 2025 | 0001134431 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | UHALB | Series N Common Stock | Other | -229,515 | -35% | 425,196 | 18 Sep 2025 | MVS-029 Trust | F1, F2 | ||
| transaction | UHALB | Series N Common Stock | Purchase | +229,515 | +2.9% | 8,150,658 | 18 Sep 2025 | Blackwater Investments, Inc. | F1, F3 | ||
| holding | UHALB | Series N Common Stock | 67,253,456 | 18 Sep 2025 | Willow Grove Holdings LP | F3 | |||||
| holding | UHALB | Series N Common Stock | 42,962 | 18 Sep 2025 | Direct | ||||||
| holding | UHALB | Series N Common Stock | 225,954 | 18 Sep 2025 | EJS-028 Trust | F4 | |||||
| holding | UHALB | Series N Common Stock | 190,591 | 18 Sep 2025 | Shoen Family Revocable Trust | F5 | |||||
| holding | UHALB | Common Stock | 4,770 | 18 Sep 2025 | Direct | ||||||
| holding | UHALB | Common Stock | 6,707 | 18 Sep 2025 | Shoen Family Revocable Trust | F5 | |||||
| holding | UHALB | Common Stock | 880,127 | 18 Sep 2025 | Blackwater Investments, Inc. | F3 | |||||
| holding | UHALB | Common Stock | 25,106 | 18 Sep 2025 | EJS-028 Trust | F4 | |||||
| holding | UHALB | Common Stock | 7,562,884 | 18 Sep 2025 | Willow Grove Holdings LP | F3 | |||||
| holding | UHALB | Common Stock | 1,324,000 | 18 Sep 2025 | Clarendon Strategies, LLC | F3 | |||||
| holding | UHALB | Common Stock | 24,900 | 18 Sep 2025 | SAC Holding Corporation | F3 |
| 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 MVS-029 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. |
| F2 | Includes shares held by the MVS-029 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 MVS-029 Trust except to the extent of his pecuniary interest therein. |
| F3 | 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 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. |
| F4 | Includes shares held by the EJS-028 Trust for which the Reporting Person is an independent 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. |
| F5 | Includes shares held by the Shoen Family Revocable Trust for which the Reporting Person is a trustee and the Reporting Person and his spouse are beneficiaries. |