Stilwell Joseph - 17 Dec 2025 Form 4 Insider Report for KINGSWAY FINANCIAL SERVICES INC (KFS)

Signature
/s/ Kent Hansen as Attorney-in-Fact for Joseph Stilwell
Issuer symbol
KFS
Transactions as of
17 Dec 2025
Net transactions value
-$14,437,500
Form type
4
Filing time
19 Dec 2025, 19:50:06 UTC
Previous filing
17 Dec 2025
Next filing
29 Dec 2025

Reporting Owners (6)

Name Relationship Address Signature Signature date CIK
Stilwell Joseph Director, 10%+ Owner 200 CALLE DEL SANTO CRISTO, SAN JUAN, PUERTO RICO /s/ Kent Hansen as Attorney-in-Fact for Joseph Stilwell 19 Dec 2025 0001113303
Stilwell Value LLC 10%+ Owner 111 BROADWAY, 12TH FLOOR, NEW YORK /s/ Kent Hansen as Attorney-in-Fact for Stilwell Value LLC 19 Dec 2025 0001397076
Stilwell Associates, L.P. 10%+ Owner 111 BROADWAY, 12TH FLOOR, NEW YORK /s/ Kent Hansen as Attorney-in-Fact for Stilwell Associates, L.P. 19 Dec 2025 0000913960
Stilwell Activist Fund, L.P. 10%+ Owner 111 BROADWAY, 12TH FLOOR, NEW YORK /s/ Kent Hansen as Attorney-in-Fact for Stilwell Activist Fund, L.P. 19 Dec 2025 0001564452
Stilwell Activist Investments, L.P. 10%+ Owner 111 BROADWAY, 12TH FLOOR, NEW YORK /s/ Kent Hansen as Attorney-in-Fact for Stilwell Activist Investments, L.P. 19 Dec 2025 0001573720
Stilwell Value Partners VII, L.P. 10%+ Owner 111 BROADWAY, 12TH FLOOR, NEW YORK /s/ Kent Hansen as Attorney-in-Fact for Stilwell Value Partners VII, L.P. 19 Dec 2025 0001555931

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction KFS Common Stock Exercise of in-the-money or at-the-money derivative security $1,777,685 -215,477 -40% $8.25 319,229 17 Dec 2025 See footnote F2, F3
transaction KFS Common Stock Exercise of in-the-money or at-the-money derivative security $10,687,141 -1,295,411 -36% $8.25 2,254,971 17 Dec 2025 See footnote F2, F4
transaction KFS Common Stock Exercise of in-the-money or at-the-money derivative security $167,228 -20,270 -4.4% $8.25 436,911 17 Dec 2025 See footnote F2, F5
transaction KFS Common Stock Exercise of in-the-money or at-the-money derivative security $1,805,446 -218,842 -37% $8.25 371,568 17 Dec 2025 See footnote F2, F6
holding KFS Common Stock 162,500 17 Dec 2025 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction KFS Stock Option (obligation to sell) Exercise of in-the-money or at-the-money derivative security $0 -215,477 -100% $0.000000 0 17 Dec 2025 Common Stock 215,477 $8.25 See footnote F2, F3
transaction KFS Stock Option (obligation to sell) Exercise of in-the-money or at-the-money derivative security $0 -1,295,411 -100% $0.000000 0 17 Dec 2025 Common Stock 1,295,411 $8.25 See footnote F2, F4
transaction KFS Stock Option (obligation to sell) Exercise of in-the-money or at-the-money derivative security $0 -20,270 -100% $0.000000 0 17 Dec 2025 Common Stock 20,270 $8.25 See footnote F2, F5
transaction KFS Stock Option (obligation to sell) Exercise of in-the-money or at-the-money derivative security $0 -218,842 -100% $0.000000 0 17 Dec 2025 Common Stock 218,842 $8.25 See footnote F2, F6
holding KFS Class D Preferred Stock 20,000 17 Dec 2025 Common Stock 52,631 $9.50 See footnote F3, F7
holding KFS Class C Preferred Stock 33,600 17 Dec 2025 Common Stock 88,421 $9.50 See footnote F4, F8
holding KFS Class C Preferred Stock 6,400 17 Dec 2025 Common Stock 16,842 $9.50 See footnote F5, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These are shares owned directly by Joseph Stilwell.
F2 On March 31, 2025, Stilwell Value LLC ("Value") entered into three Option Agreements with certain counterparties (collectively, the "Buyers"), pursuant to which Value granted each Buyer an option to purchase, respectively, (i) 815,000 shares of common stock, par value $0.01 per share (the "Common Stock"), of Kingsway Financial Services Inc. (the "Company"), (ii) 660,000 shares of Common Stock, and (iii) 275,000 shares of Common Stock, at an exercise price of $8.25 per share. The Option Agreements were set to expire at 5:00 p.m. Eastern Time on December 29, 2025, and were amended on December 17, 2025 so that the options became exercisable at any time prior to 5:00 p.m. Eastern Time on December 29, 2025.
F3 These are shares owned directly by Stilwell Associates, L.P. ("Associates") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of Associates. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F4 These are shares owned directly by Stilwell Activist Investments, L.P. ("SAI") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAI. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F5 These are shares owned directly by Stilwell Activist Fund, L.P. ("SAF") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SAF. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F6 These are shares owned directly by Stilwell Value Partners VII, L.P. ("SVP VII") and indirectly by Joseph Stilwell in his capacity as the managing member and owner of Value, which is the general partner of SVP VII. Joseph Stilwell disclaims beneficial ownership of all shares reported as owned indirectly except to the extent of his pecuniary interest therein.
F7 The shares of Class D Preferred Stock of the Company have a stated value of $25 per share and are convertible at any time into shares of Common Stock at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class D Preferred Stock, subject to customary adjustments. All outstanding shares of Class D Preferred Stock shall be redeemed by the Company on May 7, 2032.
F8 The shares of Class C Preferred Stock of the Company have a stated value of $25 per share and are convertible at any time into shares of Common Stock at a conversion basis equal to 2.63158 shares of Common Stock for each share of Class C Preferred Stock, subject to customary adjustments. All outstanding shares of Class C Preferred Stock shall be redeemed by the Company on February 12, 2032.