| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Conifer Holdings, Inc. | Director, 10%+ Owner | Common Stock | 3,735,769 | $7,471,538 | $2.00 | 12 Dec 2024 | Held by Clarkston Ventures, LLC |
| Conifer Holdings, Inc. | Director, 10%+ Owner | Series A Preferred Stock | 0 | $0 | $6000.00 | 30 Aug 2024 | Held by Clarkston 91 West LLC |
| Conifer Holdings, Inc. | Director, 10%+ Owner | Warrant to Purchase Common Stock | 4,000,000 | 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 | +$1,700,000 | 4 | Director, 10%+ Owner | 22 Aug 2025, 16:54 |
| CNFR | Conifer Holdings, Inc. | 20 Dec 2023 | 1 | +$6,000,000 | 4 | Director | 22 Dec 2023, 14:08 |
| CNFR | Conifer Holdings, Inc. | 10 Aug 2022 | 1 | +$3,000,000 | 4 | Director | 12 Aug 2022, 10:05 |