Presurance Holdings, Inc.
For the period ended Dec 31, 2024. Filed Mar 28, 2025.
View on SEC.govAbout 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.
FY2024 · Filed Mar 28, 2025
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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Schedule V – Valuation and Qualifying Accounts
Schedule V
Conifer Holdings, Inc. and Subsidiaries
Valuation and Qualifying Accounts
For the Years Ended December 31, 2024 and 2023
| Balance atBeginning of Period · Charged toExpense · Decrease toOtherComprehensiveIncome · Deductions fromAllowance Account · Balance atEnd of Period | |||||
|---|---|---|---|---|---|
| Valuation for Deferred Tax Assets | |||||
| 2024 | 28,013 | 2,753 | (11,019) | — | 19,747 |
| 2023 | 21,663 | 7,254 | (904) | — | 28,013 |
CONIFER HOLDINGS, INC.
Exhibit Index
| Incorporated by Reference | ||||||
|---|---|---|---|---|---|---|
| ExhibitNumber | Exhibit Description | Form | PeriodEnding | Exhibit /Appendix Number | Filing Date | Filed / Furnished Herewith |
| 2.1# | Interest Purchase Agreement dated August 30, 2024, by and among BSU Leaf Holdings LLC, Conifer Holdings, Inc., and Bishop Street Underwriters | 8-K | 2.1 | September 6, 2024 | ||
| 3.1 | Second Amended and Restated Articles of Incorporation of Conifer Holdings, Inc. | 8-K | 3.1 | August 28, 2015 | ||
| 3.2 | Amended and Restated Bylaws of Conifer Holdings, Inc. | S-1A | September 30, 2015 | 3.4 | July 30, 2015 | |
| 3.3 | Certificate of Designation of Series A Preferred Stock | 8-K | 3.1 | December 22, 2023 | ||
| 3.4 | Certificate of Designation of Series B Preferred Stock | 8-K | 3.1 | March 4, 2025 | ||
| 4.1 | Description of Securities | * | ||||
| 4.2 | Indenture dated September 24, 2018, by and between the Company and Wilmington Trust, National Association, as trustee | 8-K | 4.1 | September 24, 2018 | ||
| 4.3 | Form of Note (included in Exhibit A to the Second Supplemental Indenture) | 8-K | 4.3 | August 8, 2023 | ||
| 4.4 | Second Supplemental Indenture dated August 8, 2023, by and between the Company and Wilmington Trust, National Association, as trustee | 10-K | December 31, 2023 | April 1, 2024 | ||
| 10.6+ | 2015 Omnibus Incentive Plan | S-1 | 10.2 | July 2, 2015 | ||
| 10.7 | Lease Agreement, dated June 14, 2022 | 10-K | December 31, 2023 | 10.7 | April 1, 2024 | |
| 10.8 | Limited Waiver Regarding Second Amended and Restated Note Purchase Agreement | 10-K | December 31, 2023 | 10.8 | April 1, 2024 | |
| 10.12+ | Employment agreement - Nicholas J. Petcoff | 10-K | December 31, 2023 | 10.12 | April 1, 2024 | |
| 10.13+ | Employment agreements including Brian J. Roney | 10-K | December 31, 2016 | 10.13 | March 15, 2017 | |
| 10.14+ | Employment Agreement, dated December 13, 2024 with Brian J. Roney | 8-K | 10.1 | December 19, 2024 | ||
| 10.15+ | Employment Agreement, dated December 13, 2024 with Harold Meloche | 8-K | 10.2 | December 19, 2024 | ||
| 10.16 | Note Purchase Agreement dated September 29, 2017 between the Company and Elanus Capital Investments Master SP Series 3 | 10-Q | September 30, 2017 | 10.14 | November 11, 2017 |
| 10.17 | Credit Agreement Dated as of June 21, 2018 with The Huntington National Bank | 10-K | December 31, 2018 | 10.15 | March 13, 2019 |
| 10.18 | First Amendment to Note Purchase Agreement dated as of June 21, 2018 between the Company and Elanus Capital Investments Master SP Series 3 | 10-K | December 31, 2018 | 10.16 | March 13, 2019 |
| 10.19 | Amended and Restated Note Purchase Agreement dated September 25, 2018 between the Company and Elanus Capital Investments Master SP Series 3 | 10-K | December 31, 2018 | 10.17 | March 13, 2019 |
| 10.20 | Waiver 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 3 | 10-K | December 31, 2018 | 10.18 | March 13, 2019 |
| 10.21 | First Amendment to Amended and Restated Note Purchase Agreement dated as of December 13, 2018 between the Company and Elanus Capital Investments Master SP Series 3 | 10-K | December 31, 2018 | 10.19 | March 13, 2019 |
| 10.22 | First Amendment to Credit Agreement dated as of December 27, 2018 between the Company and The Huntington National Bank | 10-K | December 31, 2018 | 10.20 | March 13, 2019 |
| 10.23 | Second Amendment to Amended and Restated Note Purchase Agreement dated as of June 21, 2019 between the Company and Elanus Capital Investments Master SP Series 3 | 10-K | December 31, 2019 | 10.21 | March 12, 2020 |
| 10.24 | Second Amendment to Credit Agreement dated as of June 21, 2019 between the Company and The Huntington National Bank | 10-K | December 31, 2019 | 10.22 | March 12, 2020 |
| 10.25 | Third Amendment to Credit Agreement dated as of April 24, 2020 between the Company and The Huntington National Bank | 10-Q | March 31, 2020 | 10.24 | May 13, 2020 |
| 10.26 | Amendment to Promissory Note dated as of June 19, 2020 between the Company and The Huntington National Bank | 10-Q | June 30, 2020 | 10.25 | August 12, 2020 |
| 10.27 | Fourth Amendment to Credit Agreement dated as of June 19, 2020 between the Company and The Huntington National Bank | 10-Q | June 30, 2020 | 10.26 | August 12, 2020 | |
| 10.28 | Amendment to Promissory Note dated as of June 18, 2021 between the Company and The Huntington National Bank | 10-Q | June 30, 2021 | 10.27 | August 11, 2021 | |
| 10.29 | Fifth Amendment to Credit Agreement dated as of June 18, 2021 between the company and the Huntington National Bank | 10-Q | June 30, 2021 | 10.28 | August 11, 2021 | |
| 10.30 | Six Amendment to Credit Agreement dated as of August 8, 2022 between the Company and the Huntington National Bank | 10-Q | June 30, 2022 | 10.29 | August 11, 2022 | |
| 10.31 | Purchase Agreement, dated December 20, 2023, by and between Conifer Holdings, Inc. and Clarkston Capital, LLC | 8-K | 10.1 | December 22, 2023 | ||
| 10.32 | Second Amended and Restated Note Purchase Agreement dated as of September 30, 2023 between the Company and Elanus Capital Investment Master SP Series 3 | 10-Q | September 30, 2023 | 10.1 | November 11, 2023 | |
| 10.33 | Securities Purchase Agreement, dated February 27, 2025 with Clarkston 91 West LLC | 8-K | 10.1 | March 4, 2025 | ||
| 10.34 | Form of Warrant | 8-K | 10.2 | March 4, 2025 | ||
| 10.35 | Securities Purchase Agreement, dated March 3, 2025 with Clarkston 91 West LLC | 8-K | 10.3 | March 4, 2025 | ||
| 19 | Insider Trading Policy | * | ||||
| 21.1 | List of Subsidiaries of the Company | * | ||||
| 23.1 | Consent of Plante Moran PLLC, Independent Registered Public Accounting Firm | * | ||||
| 31.1 | Section 302 Certification — CEO | * | ||||
| 31.2 | Section 302 Certification — CFO | * | ||||
| 32.1* | Section 906 Certification — CEO | * | ||||
| 32.2* | Section 906 Certification — CFO | * | ||||
| 97 | Conifer Clawback Policy | * | ||||
| 101.INS | inline XBRL Instance Document | * | ||||
| 101.SCH | inline XBRL Taxonomy Extension Schema With Embedded Linkbases Document | * |
| 101.CAL101.DEF | Inline XBRL Taxonomy Extension Calculation Linkbase Document | * |
| 101.LAB | Inline XBRL Taxonomy Extension Label Linkbase Document | * |
| 101.PRE | Inline XBRL Taxonomy Extension Presentation Linkbase Document | * |
| 104 | Cover 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.
- Indicates a management contract or any compensatory plan, contract or arrangement
Certain exhibits and schedules have been omitted pursuant to Item 601(a)(5) of Regulation S-K. The Company agrees to furnish a copy of any omitted schedule or exhibit to the SEC upon its request.
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.