Welcome to our dedicated page for Pacific Health SEC filings (Ticker: PFHO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Pacific Health Care Organization, Inc. filings document a public company focused on workers’ compensation cost containment services and related medical-claims management functions. Annual and quarterly reports describe revenue, operating results, cash flow, investments, service offerings and the role of wholly owned subsidiaries in Health Care Organizations, Medical Provider Networks, utilization review, medical bill review and related services.
Form 8-K disclosures record material events for PFHO, including subsidiary matters involving Medex Healthcare, Inc. and Medex Medical Management, Inc. Filings also provide formal records of governance, risk factors, capital structure and corporate information for the Utah corporation’s OTCQB-traded common stock.
PACIFIC HEALTH CARE ORGANIZATION INC CEO and President Tom Kubota reported an open-market purchase of Common Stock. On June 3, 2026, he bought 24,742 shares of Common Stock at $1.00 per share, bringing his direct Common Stock holdings to 8,500,000 shares after the transaction.
He also holds Series A Preferred Stock that is convertible into 16,000 shares of Common Stock on a 1:1 basis at his election, with no expiration date. These preferred shares are held through the Tom Kubota Revocable Trust of 2013, where he serves as sole trustee and may be deemed the beneficial owner.
Tom Kubota filed Amendment No. 22 to his Schedule 13D on Pacific Health Care Organization, updating his beneficial ownership and recent share purchases. Through the Tom Kubota Revocable Trust of 2013, he beneficially owns 8,475,258 shares of Common Stock and 16,000 shares of Series A Preferred Stock, representing about 66.3% of the company’s Common Stock based on 12,816,000 shares. On May 27, 2026, he bought 65,258 Common shares on the open market at $1.00 per share. Kubota states the acquisitions were made with personal funds, were not for the purpose of changing control, and that he may make additional purchases from time to time.
PACIFIC HEALTH CARE ORGANIZATION INC CEO and President Tom Kubota reported an open-market purchase of 65,258 shares of common stock at $1.00 per share on May 27, 2026. The shares are held through the Tom Kubota Revocable Trust of 2013, where he serves as sole trustee and may be deemed the beneficial owner.
Following this transaction, Kubota directly holds 8,475,258 shares of common stock. He also holds 16,000 shares of Series A Preferred Stock, which are convertible into common stock on a 1:1 basis at his election and have no expiration date.
Pacific Health Care Organization, Inc. reported lower results for the three months ended March 31, 2026. Revenue was $1.50 million, down from $1.82 million a year earlier, mainly from a 62% drop in HCO revenue after a significant customer phased out services.
Net income fell to $193,669 from $292,663, though basic and diluted EPS held at $0.02 on an unchanged 12.8 million share base. Utilization review revenue grew 9%, and employee advocate work helped support medical case management.
The company remains debt-free and highly liquid, with $2.40 million in cash and $10.14 million in held-to-maturity U.S. Treasury bills as of March 31, 2026. Customer concentration is high: three customers provided 49% of sales and 58% of accounts receivable. Management believes existing cash and operating cash flows can fund operations for at least 12 months, while noting ongoing sensitivity to customer losses and economic conditions.
Pacific Health Care Organization, Inc. reports that total revenue for fiscal year 2025 increased 11% from 2024, driven by strong gains in medical case management, which rose 42%, and solid growth in MPN and utilization review revenue. HCO and medical bill review revenue declined modestly, and other services fell sharply.
The company focuses on California workers’ compensation cost containment through licensed Health Care Organizations and 21 approved Medical Provider Networks, plus bill review, utilization review and case management services. As of March 17, 2026, it had 12,800,000 common shares outstanding and non‑affiliate equity market value of about $3,499,200.
Risks include heavy reliance on a small number of customers, outsourcing of key IT and operational functions, regulatory dependence on California licensing and URAC accreditation, cybersecurity exposure highlighted by a 2023 vendor breach, competition from larger managed care and insurance players, and potential disruption from technology shifts such as AI. The company operated with 30 full‑time and one part‑time employees as of March 17, 2026, using a largely remote workforce anchored by a small Irvine, California office.
Pacific Health Care Organization (PFHO) reported Q3 2025 results. Revenue was $1,586,984 and net income was $223,002, or $0.02 per diluted share. Year to date, revenue reached $5,132,339 and net income was $1,152,572, or $0.09 per diluted share, reflecting stronger operations and one-time items.
Q3 growth came from higher medical case management revenue (up 40%) and utilization review (up 9%), offset by declines in HCO (down 25%) and Other revenue. For the first nine months, medical case management rose 53% as employee advocate services expanded. Other income was boosted by Employee Retention Credit refunds received of $488,655, recorded as $419,801 in other income and $68,854 in interest. The company ended the quarter with cash of $2,178,688, U.S. Treasury bill investments of $9,833,845, and stockholders’ equity of $12,839,775. Two customers accounted for 34% of nine‑month sales, highlighting concentration. As of November 4, 2025, shares outstanding were 12,800,000.