Gerald W. Hakala - 30 Aug 2024 Form 4 Insider Report for Conifer Holdings, Inc. (CNFR)

Reporting relationship: 10%+ Owner
Issuer ticker: CNFR
Reported as of: 30 Aug 2024
Net transaction value: +$1,700,000
SEC form: 4
Accepted by SEC: 22 Aug 2025, 16:37:49 UTC
Prior SEC filing: 22 Dec 2023
Source filing: View source filing
Reporting owner signature: /s/ Gerald W. Hakala

Key filing fact

Gerald W. Hakala filed Form 4 for Conifer Holdings, Inc. (CNFR) on 22 Aug 2025.

Key facts

This page summarizes Gerald W. Hakala's Form 4 filing for Conifer Holdings, Inc. (CNFR).
5 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 22 Aug 2025, 16:37.

Change

Previous filing in this sequence was filed on 22 Dec 2023.
Current net transaction value: +$1,700,000.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001943122 Primary reporting owner

Hakala Gerald W

Relationship: 10%+ Owner
Address: 3001 WEST BIG BEAVER ROAD, SUITE 319, TROY
Signature: /s/ Gerald W. Hakala
Signature date: 22 Aug 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CNFR transaction

Series A Preferred Stock

Disposed to Issuer

Transaction value: $6,000,000
Shares: -1,000
Change %: -100%
Price: $6000.00
Shares after: 0
Date: 30 Aug 2024
Ownership: Held by Clarkston 91 West LLC
Footnotes: F1

CNFR transaction

Common Stock

Purchase

Transaction value: $200,000
Shares: +100,000
Change %: +2.8%
Price: $2.00
Shares after: 3,735,769
Date: 12 Dec 2024
Ownership: Held by Clarkston Ventures, LLC
Footnotes: F2

CNFR transaction

Series B Preferred Stock

Purchase

Transaction value: $5,000,000
Shares: +1,000
Change %
Price: $5000.00^*
Shares after: 1,000
Date: 27 Feb 2025
Ownership: Held by Clarkston 91 West LLC
Footnotes: F1

CNFR transaction

Series B Preferred Stock

Purchase

Transaction value: $2,500,000
Shares: +500
Change %
Price: $5000.00^*
Shares after: 500
Date: 03 Mar 2025
Ownership: Held by Clarkston 91 West LLC
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CNFR transaction Derivative

Warrant to Purchase Common Stock

Purchase

Transaction value: $0
Shares: +4,000,000
Change %
Price: $0.000000
Shares after: 4,000,000
Date: 27 Feb 2025
Ownership: Held by Clarkston 91 West LLC
Underlying class: Common Stock
Underlying amount: 4,000,000
Exercise price: $1.50
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

The securities are held directly by Clarkston 91 West LLC ("C91") and indirectly by Mr. Hakala as a shareholder of the parent company of C91. Mr. Hakala disclaims beneficial ownership in the securities held by C91 except to the extent of his pecuniary ownership therein.

Footnote F2

The securities are held directly by Clarkston Ventures, LLC ("CV") and indirectly by Mr. Hakala as a partner of CV. Mr. Hakala disclaims beneficial ownership in the securities held by CV except to the extent of his pecuniary ownership therein.