Source-grounded facts extracted from Presurance Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Presurance Holdings, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-06-03 meeting.
“Proposal No. 2—Ratification of Appointment of Independent Registered Public Accounting Firm Votes For Votes Against Votes Abstain 20,542,043 4,882 1,005,954”
Presurance Holdings, Inc. shareholders approved Election of Timothy M. Lamothe and Isolde G. O'Hanlon as Class II directors for a three-year term expiring at the 2029 Annual Meeting of Shareholders at the 2026-06-03 meeting.
“Proposal No. 1— The Election of Timothy M. Lamothe and Isolde G. O'Hanlon, as Class II directors, for a three-year term expiring at the 2029 Annual Meeting of Shareholders Class II Nominee Votes For Votes Withheld Timothy M. Lamothe 19,020,996 340,032 Isolde G. O'Hanlon 19,010,161 350,867”
Presurance Holdings, Inc.: Approved a 1-for-7 reverse stock split of common stock, effective June 1, 2026, by filing a Certificate of Amendment to the Articles of Incorporation (effective 2026-06-01).
“On May 28, 2026, the Company filed with the Secretary of State of the State of Michigan (the “Michigan Secretary of State”) a Certificate of Amendment to its Articles of Incorporation (the “Certificate of Amendment”) to effect the Reverse Stock Split.”
Presurance Holdings, Inc. reported first quarter ended March 31, 2026 results: revenue $5,925, net income $2,622, EPS $0.15.
“% Change (dollars in thousands, except share and per share amounts) Gross written premiums $ 11,469 $ 16,173 -29.1 % Net written premiums 6,075 10,840 -44.0 % Net earned premiums 5,925 10,315 -42.6 % Net investment income 1,110 1,289 -13.9 % Net realized investment gains (losses) (14 ) 3 ** Change in fair value of equity securities 30 (192 ) ** Net income (loss)”
Presurance Holdings, Inc. reported financial results for the year ended December 31, 2025.
“On March 27, 2026, Presurance Holdings, Inc. (the "Company") publicly announced results for the fourth quarter of 2025. A copy of the Company's news release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.”
Presurance Holdings, Inc. reported financial results for the fourth quarter ended December 31, 2025.
“On March 27, 2026, Presurance Holdings, Inc. (the "Company") publicly announced results for the fourth quarter of 2025. A copy of the Company's news release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.”
Presurance Holdings, Inc. issued 9,715,360 shares of Common Stock of common stock to Clarkston and its assignee for an aggregate purchase price of approximately $2.2 million in cash together with the offset of proceeds of the repurchase and redemption of the Series B Preferre.
“In satisfaction of the Backstop Commitment, Clarkston and its assignee (the “Backstop Purchasers”) paid an aggregate purchase price of approximately $2.2 million in cash together with the offset of proceeds of the repurchase and redemption of the Series B Preferred Stock described above under Item 1.01 and the Company issued 9,715,360 shares of Common Stock to the Backstop Purchasers.”
Presurance Holdings, Inc. issued 4,284,640 shares of the Common Stock of common stock for approximately $4.3 million.
“Subscribers in the Rights Offering exercised rights to purchase an aggregate of 4,284,640 shares of the Common Stock, and the gross proceeds received from the subscribers in the Rights Offering was approximately $4.3 million.”
Presurance Holdings, Inc.: Filed Certificate of Correction to Certificate of Designation of Series B Preferred Stock to correct dividend rate and allow redemption at any time prior to maturity (effective 2026-02-26).
“On February 26, 2026, the Company filed a Certificate of Correction (the “Certificate of Correction”) to the Certificate of Designation of Series B Preferred Stock (the “Certificate of Designation”) of the Company to a) correct the Series B Preferred Stock dividend rate and b) allow the Company to redeem the Series B Preferred Stock at any time prior to the Maturity Date (as defined in the as defined in the Certificate of Designation of Series B Preferred Stock) by modifying Section 3.03 and Section 5.01 of the Certificate of Designation, respectively.”
Presurance Holdings, Inc. entered into Redemption Agreement with Clarkston Companies, Inc. valued at $7.5 million (effective 2026-02-27).
“In accordance with the Redemption Agreement, on the Redemption Date, the Company repurchased and redeemed all of the Company’s Series B Preferred Stock from Clarkston in full for an aggregate redemption price of $7.5 million.”
Presurance Holdings, Inc. issued one thousand six hundred (1,600) shares of preferred stock to Clarkston Companies, Inc. for $8,000,000 aggregate purchase price.
“On December 23, 2025 (the “Initial Issue Date”), Presurance Holdings, Inc. (the “Company”) sold one thousand six hundred (1,600) shares of its newly designated Series C Preferred Stock, no par value (the “Series C Preferred Stock” or the “Securities”), to Clarkston Companies, Inc. (the “Purchaser”), an entity affiliated with Jeffrey Hakala, a member of the Board of Directors of the Company, for an aggregate purchase price of eight million dollars ($8,000,000).”
Presurance Holdings, Inc.: Filed Certificate of Designation creating Series C Preferred Stock, designating dividend, preferences, rights, and other terms (effective 2025-12-23).
“On December 23, 2025, the Company filed the Certificate of Designation of Series C Preferred Stock (the “Certificate of Designation”) to the Company’s Second Amended and Restated Articles of Incorporation with the Secretary of State of the State of Michigan, effective as of such date, designating one thousand six hundred (1,600) shares of Series C Preferred Stock (the “Shares”) out of the authorized but unissued shares of the Company’s preferred stock as “Series C Preferred Stock,” and designating the dividend, preferences, rights, voting power, restrictions, limitations as to dividends and other distributions, qualifications and terms and conditions of redemption of such shares.”
Presurance Holdings, Inc. entered into Securities Purchase Agreement with Clarkston Companies, Inc. valued at eight million dollars ($8,000,000) (effective 2025-12-23).
“On December 23, 2025 (the "Initial Issue Date"), Presurance Holdings, Inc. (the "Company") sold one thousand six hundred (1,600) shares of its newly designated Series C Preferred Stock, no par value (the "Series C Preferred Stock" or the "Securities"), to Clarkston Companies, Inc. (the "Purchaser"), an entity affiliated with Jeffrey Hakala, a member of the Board of Directors of the Company, for an aggregate purchase price of eight million dollars ($8,000,000). The sale of the Securities was consummated on the Initial Issue Date pursuant to a Securities Purchase Agreement (the "Agreement") by and between the Company and the Purchaser.”
Presurance Holdings, Inc.: Changed corporate name from Conifer Holdings, Inc. to Presurance Holdings, Inc (effective 2025-09-30).
“Effective September 30, 2025, Conifer Holdings, Inc. changed its name to Presurance Holdings, Inc. (the “Company”) by filing a certificate of amendment (“Certificate of Amendment”) to its Second Amended and Restated Articles of Incorporation with the Michigan Department of Licensing and Regulatory Affairs (the “Name Change”).”
Presurance Holdings, Inc. engaged Grant Thornton LLP as its auditor.
“On July 8, 2025, the Audit Committee approved the appointment of Grant Thornton LLP (“Grant Thornton”) as its new independent registered public accounting firm for the Company’s fiscal year ending December 31, 2025.”
Presurance Holdings, Inc. dismissed Plante & Moran, PLLC as its auditor.
“On July 8, 2025, the Audit Committee of the Board of Directors (the “Audit Committee”) of Conifer Holdings, Inc. (the “Company”) dismissed Plante & Moran, PLLC ("Plante Moran") as the Company’s independent registered public accounting firm effective immediately.”
Presurance Holdings, Inc.: Filed Certificate of Designation designating 1,500 shares of Series B Preferred Stock with terms including senior liquidation preference, dividend rate, optional redemption, and voting power limited to 19.99% of aggregate voting power (effective 2025-02-27).
“On February 27, 2025, the Company filed the Certificate of Designation of Series B Preferred Stock (the “Certificate of Designation”) to the Company’s Second Amended and Restated Certificate of Incorporation with the Secretary of State of the State of Michigan, effective as of such date”
Presurance Holdings, Inc. completed a disposition involving an entity owned by Andrew Petcoff for $6.5 million (closed 2024-08-30).
“Agreement, dated as of August 30, 2024 (the “SSU Agreement”) among Sycamore Financial Group, LLC, Andrew Petcoff and VSRM Insurance Agency, Inc. The total purchase price was $6.5 million with $3.0 million paid in cash at the time of the closing and $3.5 million due throughout the balance of 2024.”
Presurance Holdings, Inc. completed a disposition involving BSU Leaf Holdings LLC for $45 million, subject to purchase price adjustments (closed 2024-08-30).
“no longer has any insurance agency operations and it expects a significant decline in revenue. In connection with the sale, the Company received initial consideration of $45 million, subject to purchase price adjustments . In addition, during the three years ending on the third anniversary of the Closing Date, the Company is eligible under the CIS Agreement”
Brian Roney was appointed as Chief Executive Officer at Presurance Holdings, Inc..
“Effective August 30, 2024, Brian Roney, President, was appointed to the role of Chief Executive Officer.”
Nicholas Petcoff resigned as Chief Executive Officer and director at Presurance Holdings, Inc..
“On August 30, 2024, Nicholas Petcoff, the Company’s Chief Executive Officer and director, resigned from all his positions at the Company and its subsidiaries (including his position as a director) in connection with the transaction contemplated by the CIS Agreement, and the Board decreased the size of the Board to eight directors.”
Presurance Holdings, Inc. reported first quarter ended March 31, 2024 results: net income $74,000, EPS $0.01 per share.
“On May 14, 2024, Conifer Holdings, Inc. (the "Company") publicly announced results for the first quarter of 2024.”
Presurance Holdings, Inc. reported financial results for the fourth quarter and year ended December 31, 2023.
“On April 4, 2024, Conifer Holdings, Inc. (the "Company") publicly announced results for the fourth quarter of 2023. A copy of the Company's news release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.”
Presurance Holdings, Inc. received a nasdaq compliance regained notice regarding market value (rules 5450(b)(1)(C)).
“March 19, 2024, the Company received approval from Nasdaq to transfer the listing of the Company’s Common Stock from the Nasdaq Global Market to the Nasdaq Capital Market (the “Approval”). The Company’s Common Stock was transferred to the Nasdaq Capital Market effective as of the open of business on March 21, 2024, and continues to trade under the symbol “CNFR.” The Nasdaq Capital Market operates in substantially the same manner as the Nasdaq Global Market, and listed companies must meet certain financial requirements and comply with Nasdaq’s corporate governance requirements. The Company’s 9.”
J. Grant Smith was appointed as Director at Presurance Holdings, Inc..
“Also on January 12, 2024, the Board of Directors of the Company increased the size of the Board of Directors to 10 members and appointed J. Grant Smith to the Board of Directors of the Company, effective immediately.”
Isolde G. O'Hanlon was appointed as Acting Board Chair at Presurance Holdings, Inc..
“On January 12, 2024, the Board of Directors of Conifer Holdings, Inc. (the "Company") appointed Isolde G. O'Hanlon to Acting Board Chair, effective immediately.”
Presurance Holdings, Inc.: Filed Certificate of Designation designating Series A Preferred Stock, setting preferences and terms, as an amendment to the Second Amended and Restated Certificate of Incorporation (effective 2023-12-20).
“On December 20, 2023, the Company filed the Certificate of Designation of Series A Preferred Stock (the “Certificate of Designation”) to the Company’s Second Amended and Restated Certificate of Incorporation with the Secretary of State of the State of Michigan, effective as of such date, designating 1,000 shares of Series A Preferred Stock”
Presurance Holdings, Inc. entered into Securities Purchase Agreement with Clarkston 91 West LLC valued at $6 million (effective 2023-12-20).
“On December 20, 2023 (the “Initial Issue Date”), Conifer Holdings, Inc. (the “Company”) sold $6 million of its newly designated Series A Preferred Stock, no par value (the “Series A Preferred Stock”), to Clarkston 91 West LLC (the “Purchaser”), an entity affiliated with Gerald and Jeffrey Hakala, members of the Board of Directors of the Company. The sale of the Series A Preferred Stock was consummated on the Initial Issue Date pursuant to a Securities Purchase Agreement (the “Purchase Agreement”) by and between the Company and the Purchaser.”
Nicholas J. Petcoff was appointed as other_named_officer at Presurance Holdings, Inc..
“On December 18, 2023, the Company entered into an Employment Agreement with Nicholas J. Petcoff (the “Executive”).”
Presurance Holdings, Inc. reported the third quarter ended September 30, 2023 results: revenue $38.5 million, net income ($2,706), EPS $(0.22).
“results for the third quarter ended September 30, 2023. Third Quarter 2023 Financial Highlights (compared to the prior year period) • Gross written premium increased 16.5% to $38.5 million • Net investment income increased 68.6% to $1.5 million • Expense ratio improved to 33.9%, down 600 bps from the prior year • Combined ratio of 120.8%; accident year combined”
Presurance Holdings, Inc. received a nasdaq deficiency notice notice regarding market value (rules 5450(b)(1)(C), 5810(c)(3)(D)).
“October 23, 2023, Conifer Holdings Inc. (the “Company”) received a notice (the “Notice”) from The Nasdaq Stock Market LLC (“Nasdaq”) indicating that for the past 30 consecutive business days prior to the date of the letter, the market value of “publicly held” shares of the Company was less than $5.0 million, which does not meet the requirement for continued listing on the Nasdaq Global Market under Nasdaq Listing Rule 5450(b)(1)(C) (the “MVPHS Rule”). In accordance with Nasdaq Listing Rule 5810(c)(3)(D), the Company has been provided a period of 180 calendar days, or until April 22, 2024, to r”
James G. Petcoff changed role as Executive Chairman and Co-Chief Executive Officer at Presurance Holdings, Inc..
“Consequently, James G. Petcoff will be stepping down as Executive Chairman and Co-Chief Executive Officer, effective December 31, 2023.”
Nicholas J. Petcoff changed role as Chief Executive Officer at Presurance Holdings, Inc..
“Effective December 31, 2023, Nicholas J. Petcoff will become sole Chief Executive Officer of Conifer Holdings, Inc.”
Presurance Holdings, Inc. reported financial results for second quarter ended June 30, 2023.
“Conifer Holdings, Inc. (Nasdaq: CNFR) (“Conifer” or the “Company”) today announced results for the second quarter ended June 30, 2023.”
Presurance Holdings, Inc. incurred senior notes with Wilmington Trust, National Association at 9.75% per year maturing September 30, 2028.
“The New Notes bear interest at the rate of 9.75% per year, and interest on the New Notes is payable quarterly in arrears on March 31, June 30, September 30 and December 31 of each year, beginning on September 30, 2023. The New Notes will mature on September 30, 2028.”
Presurance Holdings, Inc. entered into Supplemental Indenture with Wilmington Trust, National Association (effective 2023-08-08).
“Wilmington Trust, National Association (the “Trustee”), dated September 24, 2018, as supplemented by that certain Second Supplemental Indenture, dated August 8, 2023 (the “Supplemental Indenture,” together with the Base Indenture, the “Indenture”).”
Presurance Holdings, Inc. shareholders approved Ratification of the appointment of Plante & Moran, PLLC as the Company's independent registered public accounting firm for 2023 at the 2023-05-17 meeting.
“Proposal No. 2 - Ratification of the appointment of Plante & Moran, PLLC as the Company's independent registered public accounting firm for the year ending December 31, 2023. For Against Abstain 10,188,757 3,855 12,366”
Presurance Holdings, Inc. shareholders approved Election of Timothy Lamothe, Isolde O'Hanlon, and Nicholas Petcoff as directors for three-year terms expiring in 2026 at the 2023-05-17 meeting.
“Proposal No. 1 - Election of Timothy Lamothe, Isolde O'Hanlon, and Nicholas Petcoff as directors each for a three-year term expiring in 2026. Director Name For Withheld Broker Non-Votes Timothy Lamothe 9,216,379 141,983 846,616 Isolde O'Hanlon 9,295,997 62,365 846,616 Nicholas Petcoff 9,298,029 60,333 846,616”
Presurance Holdings, Inc. reported the first quarter ended March 31, 2023 results: net income $1.0 million, EPS $0.08 per share.
“On May 10, 2023, Conifer Holdings, Inc. (the "Company") publicly announced results for the first quarter of 2023.”
Andrew Petcoff resigned as Director at Presurance Holdings, Inc..
“Effective December 31, 2022, Andrew Petcoff resigned from the Board of Directors (the "Board") of Conifer Holdings, Inc. (the "Company").”
Presurance Holdings, Inc. reported financial results for the third quarter ended September 30, 2022.
“Conifer Holdings, Inc. (Nasdaq: CNFR) (“Conifer” or the “Company”) today announced results for the third quarter ended September 30, 2022.”
Presurance Holdings, Inc. entered into loss portfolio transfer reinsurance agreement with Fleming Reinsurance Ltd valued at aggregate limit of $66.3 million of paid losses on $40.8 million of stated net reserves (effective 2022-11-01).
“On November 1, 2022, Conifer Holdings, Inc. (the "Company"), entered into a loss portfolio transfer ("LPT") reinsurance agreement with Fleming Reinsurance Ltd ("Fleming Re").”
Gerald W. Hakala was appointed as Director at Presurance Holdings, Inc..
“On August 23, 2022, the Board of Directors of Conifer Holdings, Inc. (the “Company”) appointed Gerald W. Hakala to the Board of Directors of the Company, effective immediately.”
Nicholas J. Petcoff was appointed as Co-Chief Executive Officer at Presurance Holdings, Inc..
“The Board of Directors also appointed Nicholas J. Petcoff to Co-Chief Executive Officer of the Company, effective March 8, 2022.”
James G. Petcoff was appointed as Executive Chairman and Co-Chief Executive Officer at Presurance Holdings, Inc..
“The Board of Directors of Conifer Holdings, Inc. (the “Company”) appointed James G. Petcoff to Executive Chairman of the Board of Directors and Co-Chief Executive Officer of the Company, effective March 8, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.