| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Conifer Holdings, Inc. | Director, 10%+ Owner | Common Stock | 3.74M | $7.47M | $2.00 | 12 Dec 2024 | Held by Clarkston Ventures, LLC |
| Conifer Holdings, Inc. | Director, 10%+ Owner | Series A Preferred Stock | 0 | $0 | $6,000.00 | 30 Aug 2024 | Held by Clarkston 91 West LLC |
| Conifer Holdings, Inc. | Director, 10%+ Owner | Warrant to Purchase Common Stock | 4M | 27 Feb 2025 | Held by Clarkston 91 West LLC | ||
| Conifer Holdings, Inc. | Director, 10%+ Owner | Series B Preferred Stock | 500 | 03 Mar 2025 | Held by Clarkston 91 West LLC |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CNFR | Conifer Holdings, Inc. | 30 Aug 2024 | 5 | $1.7M | 4 | Director, 10%+ Owner | 22 Aug 2025, 16:54 |
| CNFR | Conifer Holdings, Inc. | 20 Dec 2023 | 1 | $6M | 4 | Director | 22 Dec 2023, 14:08 |
| CNFR | Conifer Holdings, Inc. | 10 Aug 2022 | 1 | $3M | 4 | Director | 12 Aug 2022, 10:05 |