SEC ownership of Presurance Holdings, Inc.

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 CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
4 of 20
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Clarkston Ventures, LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001502292
Issuer location
Troy, MI

Ownership snapshot

Top shareholders of Presurance Holdings, Inc. (13F + 13D/G + 3/4/5)

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.

Comparable stake leader
Clarkston Ventures, LLC
Disclosed value leader
Clarkston Ventures, LLC
Comparable rows
4/20
Latest evidence
30 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 70% 16 rows are not safely comparable across share classes. 13D/G row: Clarkston Ventures, LLC Showing 1-8 of 20 holder rows.

Quick read

Clarkston Ventures, LLC leads the comparable SEC ownership view at 70%.

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.

Open SEC evidence Opens Clarkston Ventures, LLC's linked filing trail.
Comparable ownership Top 4
Clarkston Ventures, LLC 70%
Brian J. Roney 1.7%
James Grant Smith 0.2%
Daytona Street Capital LLC 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 20 holder rows
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
13F
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
How to read this table

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

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$9,139,429.

Buys
$9,155,567
Insiders: 3
Sells
$16,138
Insiders: 1
Net
+$9,139,429
Shares: +9,187,654
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 9,190,132 Shares: 2,478
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

Insider holders from Forms 3/4/5

Showing 1-12 of 12 reporting-owner rows connected to Presurance Holdings, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
12
Largest Forms 3/4/5 holder
Clarkston Ventures, LLC
Net 12M change
+$9,139,429
Latest report
27 Aug 2026
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

Recent insider transactions for Presurance Holdings, Inc.

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