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Midas Edge

Conifer Holdings Inc

For the period ended Dec 31, 2023. Filed Apr 1, 2024.

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About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2023 · Filed Apr 1, 2024

PRHI$7.09+1.7%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Schedule V – Valuation and Qualifying Accounts

Schedule V

Conifer Holdings, Inc. and Subsidiaries

Valuation and Qualifying Accounts

For the Years Ended December 31, 2023 and 2022

Balance atBeginning of Period · Charged toExpense · Decrease toOtherComprehensiveIncome · Deductions fromAllowance Account · Balance atEnd of Period
Valuation for Deferred Tax Assets
202321,6637,254(904)—28,013
202214,5943,7153,354—21,663

CONIFER HOLD INGS, INC.

Exhibit Index

Incorporated by Reference
ExhibitNumber · Exhibit Description · Form · PeriodEnding · Exhibit /Appendix Number · Filing Date · Filed / Furnished Herewith
3.1Second Amended and Restated Articles of Incorporation of Conifer Holdings, Inc.8-KSeptember 30, 20153.1August 28, 2015
3.2Amended and Restated Bylaws of Conifer Holdings, Inc.S-1ASeptember 30, 20153.4July 30, 2015
3.3Certificate of Designation of Series A Preferred Stock8-K3.1December 22, 2023
4.1Description of Securities
4.2Indenture dated September 24, 2018, by and between the Company and Wilmington Trust, National Association, as trustee8-K4.1September 24, 2018
4.3Form of Note (included in Exhibit A to the Second Supplemental Indenture)8-K4.3August 8, 2023
4.4Second Supplemental Indenture dated August 8, 2023, by and between the Company and Wilmington Trust, National Association, as trustee
10.62015 Omnibus Incentive PlanS-110.2July 2, 2015
10.7Lease Agreement, dated June 14, 2022
10.8Limited Waiver Regarding Second Amended and Restated Note Purchase Agreement
10.12Employment agreement - Nicholas J. Petcoff
10.13Employment agreements including Brian J. Roney10-KDecember 31, 201610.13March 15, 2017
10.14Note Purchase Agreement dated September 29, 2017 between the Company and Elanus Capital Investments Master SP Series 310-QSeptember 30, 201710.14November 11, 2017
10.15Credit Agreement Dated as of June 21, 2018 with The Huntington National Bank10-KDecember 31, 201810.15March 13, 2019
10.16First Amendment to Note Purchase Agreement dated as of June 21, 2018 between the Company and Elanus Capital Investments Master SP Series 310-KDecember 31, 201810.16March 13, 2019
10.17Amended and Restated Note Purchase Agreement dated September 25, 2018 between the Company and Elanus Capital Investments Master SP Series 310-KDecember 31, 201810.17March 13, 2019
10.18Waiver and Consent from The Huntington National Bank dated as of October 31, 2018, regarding the Amended and Restated Note Purchase Agreement between the Company and Elanus Capital Investments Master SP Series 310-KDecember 31, 201810.18March 13, 2019
10.19First Amendment to Amended and Restated Note Purchase Agreement dated as of December 13, 2018 between the Company and Elanus Capital Investments Master SP Series 310-KDecember 31, 201810.19March 13, 2019
10.20First Amendment to Credit Agreement dated as of December 27, 2018 between the Company and The Huntington National Bank10-KDecember 31, 201810.20March 13, 2019
10.21Second Amendment to Amended and Restated Note Purchase Agreement dated as of June 21, 2019 between the Company and Elanus Capital Investments Master SP Series 310-KDecember 31, 201910.21March 12, 2020
10.22Second Amendment to Credit Agreement dated as of June 21, 2019 between the Company and The Huntington National Bank10-KDecember 31, 201910.22March 12, 2020
10.24Third Amendment to Credit Agreement dated as of April 24, 2020 between the Company and The Huntington National Bank10-QMarch 31, 202010.24May 13, 2020
10.25Amendment to Promissory Note dated as of June 19, 2020 between the Company and The Huntington National Bank10-QJune 30, 202010.25August 12, 2020
10.26Fourth Amendment to Credit Agreement dated as of June 19, 2020 between the Company and The Huntington National Bank10-QJune 30, 202010.26August 12, 2020
10.27Amendment to Promissory Note dated as of June 18, 2021 between the Company and The Huntington National Bank10-QJune 30, 202110.27August 11, 2021
10.28Fifth Amendment to Credit Agreement dated as of June 18, 202110-QJune 30, 202110.28August 11, 2021
between the company and the Huntington National Bank
10.29Six Amendment to Credit Agreement dated as of August 8, 2022 between the Company and the Huntington National Bank10-QJune 30, 202210.29August 11, 2022
10.30Purchase Agreement, dated December 20, 2023, by and between Conifer Holdings, Inc. and Clarkston Capital, LLC8-K10.1December 22, 2023
10.31Second Amended and Restated Note Purchase Agreement dated as of September 30, 2023 between the Company and Elanus Capital Investment Master SP Series 310-QSeptember 30, 202310.1November 11, 2023
21.1List of Subsidiaries of the Company*
23.1Consent of Plante Moran PLLC, Independent Registered Public Accounting Firm*
31.1Section 302 Certification — CEO*
31.2Section 302 Certification — CFO*
32.1*Section 906 Certification — CEO*
32.2*Section 906 Certification — CFO*
97Conifer Clawback Policy*
99.1Report of Independent Registered Public Accounting Firm on Supplemental Information
101.INSinline XBRL Instance Document*
101.SCHinline XBRL Taxonomy Extension Schema With Embedded Linkbases Document*
104Cover Page Interactive Data file (embedded within the inline XBRL document)
  • This certification is deemed not filed for purposes of section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended.
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.