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Pacific Oak Strategic Opportunity REIT, Inc. director and Chief Executive Officer Bradley E. Scher filed an initial Form 3 as an insider of the company. The data provided shows no reported purchases, sales, derivative exercises, gifts, tax withholdings, or other insider transactions in this filing.
Pacific Oak Strategic Opportunity REIT, Inc. reported major leadership changes. On June 15, 2026, four directors — Laurent Degryse, William Petak, Keith Hall and Peter McMillan III — resigned from the board, and on June 18, 2026, Kenneth Yee appointed Bradley E. Scher as Chairman, director, President and Chief Executive Officer, after which Mr. Yee also resigned from the board. The company states that none of the resignations involved a disagreement with the company.
Mr. Scher, age 65, is the founder and managing member of Ocean Ridge Capital Advisors, with extensive experience leading and advising companies facing financial challenges and serving on numerous boards. The company entered into an engagement letter with Ocean Ridge under which it will pay $5,000 per month for Mr. Scher’s service as President and Chief Executive Officer and $7,500 per month for his service as Chairman and director, plus reimbursement of reasonable out-of-pocket expenses, and has provided an indemnification agreement. The company also notified Chief Financial Officer Brian Ragsdale that his contract will not be renewed and will terminate effective August 11, 2026; he will remain CFO until then.
Pacific Oak Strategic Opportunity REIT, Inc. reports court approval of a comprehensive debt arrangement for its indirect subsidiary, Pacific Oak SOR (BVI) Holdings, Ltd., and a related funding framework called the Second Loan. The Tel Aviv–Jaffa District Court approved amendments to the BVI’s Series B and Series D bonds, keeping principal amounts unchanged but restructuring maturity, interest rates, security and enforcement terms.
The bonds now bear interest of 11.0% annually until the Completion Date, then 11.5%, with principal and interest due in a single payment on June 30, 2028. The arrangement adds first-priority security over most unencumbered BVI assets, a minimum liquidity reserve and strict limits on new debt, distributions and general and administrative expenses. A separate Second Loan permits, but does not require, the BVI to advance up to a budgeted amount of operational funding to the REIT and its operating partnership, subject to BVI board discretion and bondholder oversight.
Pacific Oak Strategic Opportunity REIT has dismissed Ernst & Young as its independent auditor, with the board stating there were no disagreements or adverse opinions in recent years. Ernst & Young’s response letter is attached as an exhibit.
The company’s Israeli subsidiary BVI is pursuing a court-supervised debt arrangement for its Series B and Series D bonds, with a creditor meeting ordered but not yet scheduled. The board has dissolved the audit committee and no longer plans to file Form 10‑K or Form 10‑Q, instead providing quarterly financial statements of BVI under IFRS. The board will not currently seek stockholder approval of a liquidation plan or update its estimated net asset value per share, and independent directors have waived all accrued and future fees to reduce expenses.
Pacific Oak Strategic Opportunity REIT, Inc. reported that it and its operating partnership received a default notice from former advisor Pacific Oak Capital Advisors, LLC regarding a $10.0 million related party loan dated July 14, 2025. The advisor’s notice alleges no interest has been paid, claims the loan is in default with all principal and interest now due, and states that default interest is accruing and more collateral is required under a pledge agreement. The company is reviewing payments made to the advisor since the loan was issued and expressly reserves its rights to dispute that any default has occurred.
Pacific Oak Strategic Opportunity REIT, Inc. filed an initial insider ownership report for Brian D. Ragsdale in connection with his roles as President, Chief Executive Officer and Chief Financial Officer. This Form 3 indicates that, as of the event date, he reports no securities beneficially owned in the company, and there are no listed non-derivative or derivative holdings. The filing is a routine disclosure required under securities regulations to document the starting point of his reportable ownership position as a senior officer.
Pacific Oak Strategic Opportunity REIT, Inc. is moving toward a wind-down. A special committee of independent directors has unanimously agreed to pursue a plan of liquidation, subject to board and stockholder approval. The company cites a difficult financial situation, a prior standstill with bondholders of its BVI subsidiary and ongoing Israeli bondholder negotiations.
Under a new agreement with its BVI subsidiary, the advisory contract with Pacific Oak Capital Advisors will end on January 31, 2026, and the BVI will instead engage Westdale Asset Management to manage assets and R2 Advisors to provide accounting and reporting support. The BVI has agreed to provide the company with up to $905,000 over three months to cover working capital, regulatory compliance and costs tied to pursuing liquidation.
The board has also overhauled leadership. Brian Ragsdale has been appointed President, Chief Executive Officer and Chief Financial Officer for total compensation of $60,000 through the filing of the March 31, 2026 Form 10‑Q, while prior leaders Peter McMillan and Keith D. Hall have been removed from their executive roles and asked to resign from the board.
Pacific Oak Strategic Opportunity REIT, Inc. insider Keith D. Hall, who serves as both director and Chief Executive Officer, reported two indirect ownership changes. On 12/30/2025, a controlled entity, GKP Holding LLC, rescinded 2,503,452.65 restricted common shares before they vested for a stated price of $0, leaving 901,509.91 shares indirectly held. On 12/31/2025, another controlled entity, Willowbrook Capital Group LLC, disposed of 901,509.91 common shares for total consideration of $1, reducing Hall’s reported indirect beneficial ownership of the issuer’s common stock to zero.
Pacific Oak Strategic Opportunity REIT, Inc. insider activity shows significant changes in indirect holdings. A Form 4 reports that on 12/30/2025, restricted common shares totaling 2,503,452.65 were rescinded at a stated price of $0 by GKP Holding LLC, a limited liability company owned and controlled by the reporting person. Following this, 901,509.91 common shares were indirectly held through GKP Holding LLC.
On 12/31/2025, 901,509.91 common shares were disposed of at a stated price of $0 through Willowbrook Capital Group LLC, another limited liability company owned and controlled by the reporting person, for total consideration of $1. The reporting person, who serves as Chairman of the Board, President, and Director, no longer held shares through Willowbrook after this transaction while maintaining indirect ownership through GKP Holding LLC.
Pacific Oak Strategic Opportunity REIT, Inc. reports that its board’s special committee is continuing to explore strategic alternatives with the help of financial advisor Robert A. Stanger & Co., Inc., amid a difficult liquidity situation and negotiations with Israeli bondholders.
The company, which is in default on its Series B and D bonds issued by its BVI subsidiary and on the majority of its other loans, has decided not to publish its customary December estimate of per share net asset value while this review is underway. It explains that custodians may show little or no value, such as $0.01 per share, on account statements and cautions that, depending on the outcome of lender negotiations and other factors, stockholders may ultimately not realize any future value from their shares.