Conifer Holdings, Inc.

Conifer Holdings, Inc.
Locations Update This Record Cases by Outcome Cases by Type	SEC CIK 1502292

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	Date Filed	Venue	Case Number	Title	Party Type
	1/24/2017	Michigan Eastern District Court	2:17-cv-10223	Peerless Insurance Company v. Conifer Holdings, Inc.	Defendant
	1/24/2017	Michigan Eastern District Court	2:17-cv-10223	Peerless Insurance Company v. Conifer Holdings, Inc.	Counter claimant
	8/12/2016	Pennsylvania Eastern District Court	2:16-cv-04422	KEVIN KONIECZNY, INC. v. CONIFER INSURANCE COMPANY et al	Defendant
	9/18/2015	USPTO Trademark Trial and Appeal Board	91223898-OPP	Cdoc, Inc. v. Conifer Holdings, Inc.	Defendant
	8/5/2015	USPTO Trademark Trial and Appeal Board	86478754-EXT	Cdoc, Inc. v. Conifer Holdings, Inc.	Defendant

5 Rows Total

Inside Counsel (0)

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Outside Counsel (11)

	Last Name	First Name	Middle Name	Firm	Location
	Anderson	Jennifer	Sheenhan	Honigman Miller Schwartz & Cohn LLP	Bloomfield Hills, MI
	Anderson	Jennifer	Sheehan		Royal Oak, MI
	Beas	Tyler	M.		Dallas, TX
	Cole	James	H.
	Kallas	Constantine	N.	Kallas & Henk	Bloomfield Hills, MI
	Kallas	Constantine	N.		Bloomfield Hills, MI
	Kramer	Anessa		Honigman Miller Schwartz & Cohn LLP	Bloomfield Hills, MI
	Philip	Jennie
	Reilly	Paul	J.		New York, NY
	Riker-Semon	Michele	L.	Kallas & Henk
	Riker-Semon	Michele	L.

11 Rows Total

Filter By Form All Records 10-K 10-K/A 10-Q 10-Q/A 3 3/A 4 4/A 424B4 8-A12B 8-K 8-K/A CERT CERTNAS CORRESP D DEF 14A DEFA14A DRS DRS/A DRSLTR EFFECT FWP S-1 S-1/A S-1MEF S-8 SC 13D SC 13D/A SC 13G SC 13G/A UPLOAD From To

	Date	Entity	Form Number	Description
	2/12/2026		8-K	Current report pursuant to Section 13 or 15(d)
	2/6/2026		EFFECT
	2/6/2026		8-K	Current report pursuant to Section 13 or 15(d)
	2/6/2026		424B3
	2/3/2026		S-1/A
	1/28/2026		8-K	Current report pursuant to Section 13 or 15(d)
	1/14/2026		S-1
	12/30/2025		8-K	Current report pursuant to Section 13 or 15(d)
	11/17/2025		8-K	Current report pursuant to Section 13 or 15(d)
	11/12/2025		10-Q
	10/9/2025	Clarkston 91 West LLC	4	Statement of changes in beneficial ownership of securities
	10/9/2025	Clarkston Companies, Inc.	3	Initial statement of beneficial ownership of securities
	10/1/2025		8-K	Current report pursuant to Section 13 or 15(d)
	8/22/2025		SCHEDULE 13D/A
	8/22/2025	Hakala Gerald W	4	Statement of changes in beneficial ownership of securities
	8/22/2025	Clarkston 91 West LLC	4	Statement of changes in beneficial ownership of securities
	8/22/2025	Hakala Jeffrey Anthony	4	Statement of changes in beneficial ownership of securities
	8/22/2025	Clarkston Ventures, LLC	4	Statement of changes in beneficial ownership of securities
	8/22/2025	Clarkston 91 West LLC	3	Initial statement of beneficial ownership of securities
	8/18/2025		8-K	Current report pursuant to Section 13 or 15(d)
	8/13/2025		10-Q
	7/11/2025		8-K	Current report pursuant to Section 13 or 15(d)
	6/4/2025		8-K	Current report pursuant to Section 13 or 15(d)
	5/30/2025		8-K	Current report pursuant to Section 13 or 15(d)
	5/16/2025		8-K/A
	5/14/2025		8-K	Current report pursuant to Section 13 or 15(d)
	5/14/2025		10-Q
	5/9/2025		DEF 14A
	5/9/2025		ARS
	5/9/2025		10-K/A
	4/30/2025		10-K/A
	4/29/2025		PRE 14A
	4/11/2025	Smith James Grant	4	Statement of changes in beneficial ownership of securities
	4/10/2025	Smith James Grant	4	Statement of changes in beneficial ownership of securities
	4/8/2025	Sarafa Joseph D	4	Statement of changes in beneficial ownership of securities
	4/8/2025	Meloche Harold J	4	Statement of changes in beneficial ownership of securities
	3/31/2025		8-K	Current report pursuant to Section 13 or 15(d)
	3/28/2025		10-K	Annual report pursuant to Section 13 or 15(d)
	3/14/2025		8-K/A
	3/7/2025		D	Notice of Exempt Offering of Securities
	3/4/2025		8-K	Current report pursuant to Section 13 or 15(d)
	12/19/2024		8-K	Current report pursuant to Section 13 or 15(d)
	12/16/2024	Roney Brian J	4	Statement of changes in beneficial ownership of securities
	11/13/2024		8-K	Current report pursuant to Section 13 or 15(d)
	11/13/2024		10-Q
	10/4/2024		8-K/A
	9/6/2024		8-K	Current report pursuant to Section 13 or 15(d)
	8/22/2024		8-K	Current report pursuant to Section 13 or 15(d)
	8/14/2024		8-K	Current report pursuant to Section 13 or 15(d)
	8/14/2024		8-K	Current report pursuant to Section 13 or 15(d)

452 Rows Total	Page 1 of 10 | Go To

Conifer Holdings, Inc. has not been involved in any patent assignment transactions in the PlainSite database.

	Date Recorded	Party	Role	Document Type	Document No.	Image
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	0
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	0
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	0
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	0
	9/25/2015	Laguna Medical System, Inc.	Assignor	Trademark	1541838
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	3807831
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	3807831
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	3807831
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	3812207
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	3812207
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	3812207
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	3974988
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	3974988
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	3974988
	9/25/2015	Springfield Service Corporation	Assignor	Trademark	3988612
	12/11/2014	American Colonial Insurance Company	Assignor	Trademark	4064040
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4187206
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	4187206
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4187206
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4254198
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	4254198
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4254198
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4257907
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	4257907
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4257907
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Trademark	4538146
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Trademark	4538146
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	4825585
	4/10/2025	Conifer Insurance Services, LLC	Assignee	Trademark	4830330
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	4830330
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	4835117
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	4864662
	4/10/2025	Conifer Insurance Services, LLC	Assignee	Trademark	5034177
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	5034177
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	5087389
	4/10/2025	Conifer Insurance Services, LLC	Assignee	Trademark	5087389
	4/10/2025	Conifer Insurance Services, LLC	Assignee	Trademark	5087390
	10/24/2023	Elanus Capital Investments Master Sp Ser...	Assignee	Trademark	5087390
	9/25/2015	Laguna Medical System, Inc.	Assignor	Application	73754887
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77575940
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Application	77575940
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77575940
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77594410
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Application	77594410
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77594410
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77602395
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Application	77602395
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77602395
	4/1/2014	Conifer Health Solutions, LLC	Assignee	Application	77602402
	3/31/2014	Conifer Health Solutions, Inc.	Assignor	Application	77602402

76 Rows Total	Page 1 of 2 | Go To

Corporate Family (18)

Track Corporate Family

• Clarkston 91 West LLC, None
• Clarkston Companies, Inc., None
• Clarkston Ventures, LLC, None
• Hakala Gerald W, None
• Hakala Jeffrey Anthony, None
• Lamothe Timothy, None
• McCammon Mark, None
• Meloche Harold J, None
• Melstrom John William, None
• Morales Jorge J, None
• O'Hanlon Isolde, None
• Petcoff Andrew, None
• Petcoff James G, None
• Petcoff Nicholas J, None
• Roney Brian J, None
• Sarafa Joseph D, None
• Smith James Grant, None
• Williams R Jamison Jr, None

Subsidiaries

• Meloche Harold J
• Petcoff James G
• Petcoff Andrew
• Petcoff Nicholas J
• Roney Brian J
• Sarafa Joseph D
• Williams R Jamison Jr
• McCammon Mark
• Hakala Jeffrey Anthony
• Melstrom John William
• Clarkston Ventures, LLC
• O'Hanlon Isolde
• Morales Jorge J
• Lamothe Timothy
• Hakala Gerald W
• Smith James Grant
• Clarkston 91 West LLC
• Clarkston Companies, Inc.

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Incoming Payments

This organization has not disclosed any incoming payments from lobbying groups.

Outgoing Payments

This organization has not disclosed any outgoing payments to lobbying groups.