Comparable stake leader
Clarkston Ventures, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001502292.
Comparable stake leader
Clarkston Ventures, LLC
Disclosed value leader
Clarkston Ventures, LLC
Comparable rows
4/20
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
4 of 20 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Clarkston Ventures, LLC |
13D/G
3/4/5
Jeffrey A. Hakala · 10%+ Owner
|
70%
|
$15,808,938
21,078,584 shares
|
+$10,007,111 | 08 Oct 2025 |
| Brian J. Roney |
3/4/5
Chief Executive Officer
|
1.7%
|
$366,397
510,232 shares
|
+$71,810 | 01 Apr 2026 |
| James Grant Smith |
3/4/5
Director
|
0.2%
|
$45,082
60,922 shares
|
+$18,397 | 06 Apr 2026 |
| Daytona Street Capital LLC |
13F
Company
|
0%
|
$1,220
250 shares
|
— | 30 Jun 2026 |
| Gerald W. Hakala |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$7,471,538
7,736,269 shares
mixed-class rows
|
— | 30 Aug 2024 |
| Jeffrey Anthony Hakala |
3/4/5
Director, 10%+ Owner
|
—
mixed-class rows
|
$7,471,538
7,736,269 shares
mixed-class rows
|
— | 30 Aug 2024 |
| Clarkston Companies, Inc. |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$5,529,869
9,066,960 shares
mixed-class rows
|
+$9,065,360 | 11 May 2026 |
| James G. Petcoff |
3/4/5
Executive Chairman and Co-CEO, Director, 10%+ Owner
|
—
class O/S missing
|
$5,293,977
3,437,647 shares
|
— | 24 Mar 2023 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$9,139,429.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 2,478 | $0 | $16,138 | -$16,138 |
| 3-6 | 124,772 | 0 | $90,207 | $0 | +$90,207 |
| 6-9 | 9,065,360 | 0 | $9,065,360 | $0 | +$9,065,360 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-12 of 12 reporting-owner rows connected to Presurance Holdings, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Clarkston Ventures, LLC | 10%+ Owner | $8,013,224 | Mixed | 27 Feb 2026 | ||
| Jeffrey Anthony Hakala | Director, 10%+ Owner | $7,471,538 | Filing P/S | 30 Aug 2024 | ||
| Gerald W. Hakala | 10%+ Owner | $7,471,538 | Filing P/S | 30 Aug 2024 | ||
| Clarkston Companies, Inc. | 10%+ Owner | $5,529,869 | +$9,065,360 | +164% | Mixed | 11 May 2026 |
| James G. Petcoff | Executive Chairman and Co-CEO, Director, 10%+ Owner | $5,293,977 | Mixed | 24 Mar 2023 | ||
| Nicholas J. Petcoff | Co-CEO, Director | $423,984 | Mixed | 10 Aug 2022 | ||
| Brian J. Roney | Chief Executive Officer | $366,397 | +$71,810 | +24% | Filing P/S | 01 Apr 2026 |
| Joseph D. Sarafa | Director | $185,500 | Filing P/S | 07 Apr 2025 | ||
| James Grant Smith | Director | $45,082 | +$18,397 | +69% | Filing P/S | 06 Apr 2026 |
| Harold J. Meloche | CFO, Treasurer | $37,804 | Filing P/S | 07 Apr 2025 | ||
| Clarkston 91 West LLC | 10%+ Owner | $0 | Mixed | 08 Oct 2025 | ||
| Timothy Lamothe | Director | $0 | -$16,138 | -100% | Mixed | 27 Aug 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Timothy Lamothe | PRHI | Common Stock | Sale | -100% | $16,138 | $6.51 | -2,478 | 0 | 27 Aug 2026 | Direct |
| Clarkston Companies, Inc. | PRHI | Series C Preferred Stock | Other | -100% | -1,600 | 0 | 11 May 2026 | Direct | ||
| Clarkston Companies, Inc. | PRHI | Series D Preferred Stock | Other | 1,600 | 1,600 | 11 May 2026 | Direct | |||
| James Grant Smith | PRHI | Common Stock | Purchase | 63.6% | $17,517 | $0.7400 | 23,672 | 60,922 | 13 Apr 2026 | Direct |
| James Grant Smith | PRHI | Common Stock | Purchase | 3.04% | $880 | $0.8000 | 1,100 | 37,250 | 06 Apr 2026 | Direct |
| Brian J. Roney | PRHI | Common Stock | Purchase | 24.4% | $71,810 | $0.7181 | 100,000 | 510,232 | 01 Apr 2026 | Direct |
| Clarkston Ventures, LLC | PRHI | Common Stock | Exercise of out-of-the-money derivative security | 114.5% | 4,277,455 | 8,013,224 | 27 Feb 2026 | Direct | ||
| Clarkston Ventures, LLC | PRHI | Subscription Rights (right to buy) | Exercise of out-of-the-money derivative security | -100% | -3,735,769 | 0 | 27 Feb 2026 | Direct | ||
| Clarkston Companies, Inc. | PRHI | Series B Preferred Stock | Other | -100% | -1,500 | 0 | 27 Feb 2026 | Direct | ||
| Clarkston Companies, Inc. | PRHI | Common Stock | Purchase | $9,065,360 | $1.00 | 9,065,360 | 9,065,360 | 27 Feb 2026 | Direct | |
| Clarkston Companies, Inc. | PRHI | Series C Preferred Stock | Purchase | 1,600 | 1,600 | 23 Dec 2025 | Direct | |||
| Clarkston 91 West LLC | CNFR | Series B Preferred Stock | Disposed to Issuer | -100% | -1,500 | 0 | 08 Oct 2025 | Direct | ||
| Clarkston 91 West LLC | CNFR | Warrant to Purchase Common Stock | Disposed to Issuer | -100% | -4,000,000 | 0 | 08 Oct 2025 | Direct |