Karl A. Schmidt

UHAL

DIRECTOR · U-HAUL HOLDING CO /NV/ · CIK 0001687535

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$420.1K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

2,500

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Karl A. Schmidt, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+0.00%	-7.53%	-9.02%	+1.49%	+1.49%	—
14d	2	+50.00%	-8.06%	-11.39%	+3.34%	+3.34%	—
30d	2	+0.00%	-13.14%	-10.60%	-2.54%	-2.54%	—
60d	2	+50.00%	-0.73%	-1.42%	+0.69%	+0.69%	—
90d	2	+50.00%	+4.97%	+1.11%	+3.87%	+3.87%	—
180d	2	+100.00%	+20.96%	+7.26%	+13.70%	+13.70%	—
1y	2	+100.00%	+45.01%	+17.41%	+27.60%	+27.60%	—
2y	2	+100.00%	+53.41%	+42.19%	+11.22%	+11.22%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

UHAL · 2,500 shares · as of Jun 10, 2022

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

2022

FLOW · 2 buys / 0 sellsCOVERAGE · 10 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
UHAL U-HAUL HOLDING CO /NV/	PURCHASE	200	$471.50	$94.3K	2,500	Jun 10, 2022	Jun 10, 2022 ↗	View →
UHAL U-HAUL HOLDING CO /NV/	PURCHASE	1,000	$325.75	$325.8K	2,300	Mar 4, 2020	Mar 5, 2020 ↗	View →

Other insiders · UHAL

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About this filer

CIK 0001687535

ROLE

Director

PRIMARY

UHAL

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001687535DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Karl A. Schmidt

The morning brief, before the bell.