• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13D/A filed by Conifer Holdings Inc. (Amendment)

    12/22/23 4:30:04 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance
    Get the next $CNFR alert in real time by email
    SC 13D/A 1 12.18.23_13da_-_jp.htm SC 13D/A SC 13D/A

     

     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

    SCHEDULE 13D

    Under the Securities Exchange Act of 1934

    (Amendment No. 8)*

     

    Conifer Holdings, Inc.

    (Name of Issuer)

    Common Stock, no par value

    (Title of Class of Securities)

    20731J102

    (CUSIP Number)

    Conifer Holdings, Inc.

    3001 West Big Beaver Road, Suite 200

    Troy, MI 48084

    (248) 559-0840

    (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

    December 18, 2023

    (Date of Event Which Requires Filing of this Statement)

     

    If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐

    Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.

    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     


    SCHEDULE 13D

     

    CUSIP No. 20731J102

     

    Page 2 of NUMPAGES \* MERGEFORMAT 7

     

     

    (1)

    Names of reporting persons

    James G. Petcoff

    (2)

    Check the appropriate box if a member of a group (see instructions)

    (a) ☐       (b) ☒

    (3)

    SEC use only

     

    (4)

    Source of funds (see instructions)

    PF

    (5)

    Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

     

    (6)

    Citizenship or place of organization

    United States of America

    Number of

    (7)

    Sole voting power

     

    3,437,647

    shares

    beneficially

    owned by

    (8)

    Shared voting power

    0

    each

    reporting

    person

    (9)

    Sole dispositive power

     

    3,437,647

    with:

    (10)

    Shared dispositive power

    0

    (11)

    Aggregate amount beneficially owned by each reporting person

    3,437,647

    (12)

    Check if the aggregate amount in Row (11) excludes certain shares (see instructions)

    ☐

     

    (13)

    Percent of class represented by amount in Row (11)

    28.1%

    (14)

    Type of reporting person (see instructions)

    IN

     

     

     


    SCHEDULE 13D

     

    CUSIP No. 20731J102

     

    Page 3 of NUMPAGES \* MERGEFORMAT 7

     

     

     

    Item 1. Security and Issuer

     

    This Schedule 13D is being filed with respect to shares of Common Stock issued by Conifer Holdings, Inc., whose principal executive offices are at 3001 West Big Beaver Road, Suite 200, Troy, MI 48084.

     

    Item 2. Identity and Background

     

    (a)
    James G. Petcoff.

     

    (b)
    The principal business address for James G. Petcoff is 3001 West Big Beaver Road, Suite 200, Troy, MI 48084.

     

    (c)
    James G. Petcoff is the Executive Chairman and Co-Chief Executive Officer of Conifer Holdings, Inc.

     

    (d)
    During the last five years, James G. Petcoff has not been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).

     

    (e)
    During the last five years, James G. Petcoff has not been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction where, as a result of such proceeding, they were or they became subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

     

    (f)
    James G. Petcoff is a citizen of the United States of America.

     

    Item 3. Source and Amount of Funds or Other Considerations

     

    Not applicable.

     

    Item 4. Purpose of Transaction

     

    Not applicable.

     

    Item 5. Interest in Securities of the Issuer

     

    (a)
    As of the time of this filing, James G. Petcoff beneficially owns 3,437,647 shares of the Issuer’s Common Stock, or a 28.1% ownership interest of the Issuer’s Common Stock.

    (b)
    As of the time of this filing, James G. Petcoff has the sole power to vote or to direct the vote of 3,437,647 shares of the Issuer’s Common Stock. James G. Petcoff has the sole power to dispose or to direct the disposition of 3,437,647 shares of the Issuer's Common Stock.

     

    (c)
    Not applicable.

     

    (d)
    Not applicable.

     

    (e)
    Not applicable.

     

    Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer

     

    On December 18, 2023, James G. Petcoff, Nicholas J. Petcoff, and Andrew Petcoff terminated the voting agreement they entered into on August 8, 2022.

     

    Item 7. Material to be Filed as Exhibits

     

     


    SCHEDULE 13D

     

    CUSIP No. 20731J102

     

    Page 4 of NUMPAGES \* MERGEFORMAT 7

     

    Exhibit

    Number

    Exhibit Description

    9.1

    Termination Agreement dated December 18, 2023

     

     

     

    SIGNATURE

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

    Date: December 22, 2023

    Signature: /s/ James G. Petcoff

    Name/Title: James G. Petcoff, Executive Chairman and Co-Chief Executive Officer

     

     


    Get the next $CNFR alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $CNFR

    DatePrice TargetRatingAnalyst
    More analyst ratings

    $CNFR
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Presurance Holdings Reports 2025 Third Quarter Financial Results

    TROY, Mich., Nov. 12, 2025 (GLOBE NEWSWIRE) -- Presurance Holdings, Inc. (NASDAQ:PRHI) ("Presurance" or the "Company") today announced results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights Personal lines business combined ratio of 95.2%Net investment income of $1.3 millionBook value of $2.07 per common share outstanding Management Comments Brian Roney, CEO of Presurance, commented, "This past year has been one of transformation and re-definition. While the runoff of legacy commercial lines continues as expected, we are building an insurance carrier defined by data, knowledge, and focus." 2025 Third Quarter Financial Results Overview   At and

    11/12/25 4:01:00 PM ET
    $CNFR
    $PRHI
    Property-Casualty Insurers
    Finance

    Conifer Holdings Announces Corporate Rebrand to Presurance Holdings, Inc.

    TROY, Mich., Sept. 29, 2025 (GLOBE NEWSWIRE) -- The Board of Directors and Executive Management of Conifer Holdings, Inc. (NASDAQ: CNFR) ("Conifer" or the "Company") today announced that effective September 30, 2025, the Company will rebrand under the new name Presurance Holdings, Inc. This change reflects the Company's continued evolution and lays the foundation for the future. "On behalf of our entire team, we are proud to mark this milestone in the progression of our company," said Brian Roney, Chief Executive Officer of Presurance Holdings, Inc. "This represents the start of the Company's next chapter and renewal of the brand. As ever, we remain committed to strengthening our balance

    9/29/25 12:16:11 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Conifer Holdings Reports 2025 Second Quarter Financial Results

    TROY, Mich., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (NASDAQ:CNFR) ("Conifer" or the "Company") today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights Net income allocable to common shareholders of $2.1 million, or $0.17 per shareGains in the quarter due largely to valuation recognition of an earnoutNet investment income of $1.3 millionBook value increased to $2.31 per common share outstanding Management Comments Brian Roney, CEO of Conifer, commented, "We are encouraged by progress made to date in streamlining our organization and focusing on our core lines going forward. The Company conti

    8/13/25 4:01:00 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    $CNFR
    SEC Filings

    View All

    SEC Form 10-Q filed by Conifer Holdings Inc.

    10-Q - Presurance Holdings, Inc. (0001502292) (Filer)

    11/12/25 4:12:06 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Conifer Holdings Inc. filed SEC Form 8-K: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - Presurance Holdings, Inc. (0001502292) (Filer)

    10/1/25 4:04:47 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Conifer Holdings Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

    8-K - Conifer Holdings, Inc. (0001502292) (Filer)

    8/18/25 10:29:00 AM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    $CNFR
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Hakala Jeffrey Anthony returned $6,000,000 worth of Series A Preferred Stock to the company (1,000 units at $6,000.00), bought $200,000 worth of shares (100,000 units at $2.00) and bought $7,500,000 worth of Series B Preferred Stock (1,500 units at $5,000.00) (SEC Form 4)

    4 - Conifer Holdings, Inc. (0001502292) (Issuer)

    8/22/25 4:54:32 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Large owner Hakala Gerald W returned $6,000,000 worth of Series A Preferred Stock to the company (1,000 units at $6,000.00), bought $200,000 worth of shares (100,000 units at $2.00) and bought $7,500,000 worth of Series B Preferred Stock (1,500 units at $5,000.00) (SEC Form 4)

    4 - Conifer Holdings, Inc. (0001502292) (Issuer)

    8/22/25 4:37:49 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Large owner Clarkston Ventures, Llc bought $200,000 worth of shares (100,000 units at $2.00), increasing direct ownership by 3% to 3,735,769 units (SEC Form 4)

    4 - Conifer Holdings, Inc. (0001502292) (Issuer)

    8/22/25 4:22:25 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    $CNFR
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Large owner Clarkston 91 West Llc returned $7,500,000 worth of Series B Preferred Stock to the company (1,500 units at $5,000.00), closing all direct ownership in the company (SEC Form 4)

    4 - Presurance Holdings, Inc. (0001502292) (Issuer)

    10/9/25 4:59:39 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    New insider Clarkston Companies, Inc. claimed ownership of 1,500 units of Series B Preferred Stock (SEC Form 3)

    3 - Presurance Holdings, Inc. (0001502292) (Issuer)

    10/9/25 4:50:02 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Director Hakala Jeffrey Anthony returned $6,000,000 worth of Series A Preferred Stock to the company (1,000 units at $6,000.00), bought $200,000 worth of shares (100,000 units at $2.00) and bought $7,500,000 worth of Series B Preferred Stock (1,500 units at $5,000.00) (SEC Form 4)

    4 - Conifer Holdings, Inc. (0001502292) (Issuer)

    8/22/25 4:54:32 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    $CNFR
    Leadership Updates

    Live Leadership Updates

    View All

    Bishop Street Underwriters Acquires Conifer Insurance Services

    NEW YORK and TROY, Mich., Sept. 05, 2024 (GLOBE NEWSWIRE) -- Bishop Street Underwriters ("Bishop Street"), a multi-boutique insurance platform owned by RedBird Capital Partners ("RedBird"), today announced it has acquired Conifer Insurance Services ("Conifer" or "CIS"), a specialty commercial managing general agency ("MGA") from Conifer Holdings, Inc. (NASDAQ:CNFR). The acquisition of Conifer marks Bishop Street's entry into commercial lines, expanding its multiline, differentiated MGA platform. Conifer operates a portfolio of three programs across several specialty lines of business, including main street small and medium sized enterprises (SMEs), hospitality and auto dealers. Conifer's

    9/5/24 7:30:00 AM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Conifer Announces Commercial Lines Capacity Partnership with Accelerant

    TROY, Mich., April 04, 2024 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (NASDAQ:CNFR) ("Conifer") today announced commencement of a capacity relationship with Accelerant, a data-driven risk exchange, connecting underwriters of specialty insurance risk with risk capital providers. Accelerant holds a financial strength rating of "A-" (Excellent) from A.M. Best. By leveraging Accelerant's Risk Exchange, including its analytics platform, Conifer aims to improve risk assessment, thereby enhancing its underwriting process to deliver tailored specialty insurance products to its niche commercial clients. Management Comments"We are excited to join forces with Accelerant to expand our capacity and

    4/4/24 10:00:00 AM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Conifer Announces Strategic Partnership with Palomar Serving the Cannabis Industry

    TROY, Mich., April 01, 2024 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (NASDAQ:CNFR) ("Conifer") today announced that it recently launched a strategic partnership with Palomar Holdings, Inc. ("Palomar") aimed at providing comprehensive coverage tailored specifically for the cannabis industry on Palomar Specialty Insurance Company ("PSIC") and Palomar Excess and Surplus Insurance Company ("PESIC") paper.   PSIC and PESIC have a financial strength rating of "A-" (Excellent) from A.M. Best.   In response to the rapidly evolving landscape of cannabis legalization and the burgeoning needs of cannabis businesses, this partnership represents a significant step forward in addressing the unique ri

    4/1/24 10:00:00 AM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    $CNFR
    Financials

    Live finance-specific insights

    View All

    Presurance Holdings Reports 2025 Third Quarter Financial Results

    TROY, Mich., Nov. 12, 2025 (GLOBE NEWSWIRE) -- Presurance Holdings, Inc. (NASDAQ:PRHI) ("Presurance" or the "Company") today announced results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights Personal lines business combined ratio of 95.2%Net investment income of $1.3 millionBook value of $2.07 per common share outstanding Management Comments Brian Roney, CEO of Presurance, commented, "This past year has been one of transformation and re-definition. While the runoff of legacy commercial lines continues as expected, we are building an insurance carrier defined by data, knowledge, and focus." 2025 Third Quarter Financial Results Overview   At and

    11/12/25 4:01:00 PM ET
    $CNFR
    $PRHI
    Property-Casualty Insurers
    Finance

    Conifer Holdings Reports 2025 Second Quarter Financial Results

    TROY, Mich., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (NASDAQ:CNFR) ("Conifer" or the "Company") today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights Net income allocable to common shareholders of $2.1 million, or $0.17 per shareGains in the quarter due largely to valuation recognition of an earnoutNet investment income of $1.3 millionBook value increased to $2.31 per common share outstanding Management Comments Brian Roney, CEO of Conifer, commented, "We are encouraged by progress made to date in streamlining our organization and focusing on our core lines going forward. The Company conti

    8/13/25 4:01:00 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    Conifer Holdings Reports 2025 First Quarter Financial Results

    TROY, Mich., May 14, 2025 (GLOBE NEWSWIRE) -- Conifer Holdings, Inc. (NASDAQ:CNFR) ("Conifer" or the "Company") today announced results for the first quarter ended March 31, 2025. First Quarter 2025 Financial Highlights Personal Lines production was up 22% for the periodNet income allocable to common shareholders of $522,000, or $0.04 per shareBook value increased to $2.09 per common share outstanding Management Comments Brian Roney, CEO of Conifer, commented, "While we were pleased to see continued growth in our Personal lines production, overall, Conifer had an up and down quarter, netting to a small gain. Of note for the period, book value did increase, but largely due to GAAP tre

    5/14/25 4:01:00 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    $CNFR
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13D/A filed by Conifer Holdings Inc. (Amendment)

    SC 13D/A - Conifer Holdings, Inc. (0001502292) (Subject)

    12/22/23 4:30:04 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    SEC Form SC 13D/A filed by Conifer Holdings Inc. (Amendment)

    SC 13D/A - Conifer Holdings, Inc. (0001502292) (Subject)

    4/12/23 12:35:08 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance

    SEC Form SC 13D/A filed by Conifer Holdings Inc. (Amendment)

    SC 13D/A - Conifer Holdings, Inc. (0001502292) (Subject)

    2/17/23 5:00:54 PM ET
    $CNFR
    Property-Casualty Insurers
    Finance