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Pacific Health Care Organization, Inc. (PFHO)

USD0.83 +0.03 (+3.75%)
US OTC Healthcare Medical - Healthcare Plans
Address 1201 Dove Street 92660
Irvine, CA, US
CEO Tom Kubota
IPO 2008-05-22
CIK 1138476 ISIN US69439P4072

Explore sections of this company profile

Description

Pacific Health Care Organization, Inc. (PFHO), along with its various subsidiaries, specializes in providing targeted managed care services for workers' compensation throughout the United States. The company serves a wide array of clients, including self-insured businesses, insurance companies, third-party claims administrators, local government entities, and other industries. PFHO is responsible for the administration of Health Care Organizations (HCOs) and Medical Provider Networks (MPNs). For its California-based customers, it also brokers contractual agreements to set up specialized workers' compensation carve-out programs. Beyond these core functions, the firm furnishes comprehensive HCO, MPN, and medical case management programs. It further supplies a full suite of claims-related services, encompassing utilization reviews, medical bill auditing, ongoing medical case management, assistance with lien representation, legal guidance, and Medicare set-aside arrangements. Established in 1970, the organization initially operated under the name Clear Air, Inc., before adopting its current designation, Pacific Health Care Organization, Inc., in January 2001. Its corporate base is situated in Newport Beach, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD0.83 +0.03 (+3.75%)
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Volume Profile
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Liquidity & share structure
Average Volume
9.1K
Beta
0.17
Float Shares
2.79M
Free Float %
21.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% -0.91% -9.17% -17.42% -16.15% -16.15% +41.56% +17.20% +0.00% +66.10% +1,353.33%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
0.83
DCF (Unlevered) 1.85 +123.5%
DCF (Levered) 2.01 +142.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
20.15
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Plans: +11.8%
    +10.7% Q1'26: -17.7% (vs Q1'25)
  • EPS growth Medical - Healthcare Plans: -1.4%
    +59.7% Q1'26: -34.1% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Plans: +15.1%
    +3.8% Q1'26: +15.2% (vs Q1'25)
  • EBIT margin Medical - Healthcare Plans: +3.3%
    +14.9% Q1'26: +11.5% (vs Q1'25)
  • ROIC Medical - Healthcare Plans: +6.7%
    +84.9% Q1'26: +68.1% (vs Q1'25)
  • Share dilution Medical - Healthcare Plans: +2.1%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Plans: 0.93×
    0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.19) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1.85 Current price: 0.83
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-05 A- 4/5 4/5 4/5 5/5 1/5 3/5 4/5
2026-05-04 A- 4/5 4/5 4/5 5/5 1/5 3/5 4/5
2026-05-01 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-30 A- 4/5 4/5 4/5 5/5 1/5 3/5 4/5
2026-04-28 A- 4/5 4/5 4/5 5/5 1/5 3/5 4/5
2026-04-24 A- 4/5 4/5 4/5 5/5 1/5 3/5 4/5
2026-04-23 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5
2026-04-21 A- 4/5 5/5 3/5 5/5 1/5 3/5 4/5
2026-04-20 A- 4/5 5/5 3/5 5/5 1/5 3/5 4/5
2026-04-17 A- 4/5 4/5 3/5 5/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.03M
OE per share TTM
0.08
Owner's Yield
7.40%
Maintenance CapEx ratio
6.43%
Maint CapEx / Avg PPE
3.9%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Tom Kubota 7.88M 61.50% IN Citizenship or Place of Organization 2020-01-31
2 (. 1.87M 5.22% 1.87M 1.87M IA Citizenship or Place of Organization 2003-02-07
3 Bruce & Sarah Everakes 702.4K 5.48% 702.4K 702.4K IN Citizenship or Place of Organization 2023-04-12
4 Nanko Investments, Inc. 432.6K 54.00% CO Citizenship or Place of Organization 2013-05-21
5 Everakes 172.7K 5.39% 7.1K 26.6K IN United States America xA 2019-02-15
6 Donald P. Balzano 54.2K 6.80% IN Citizenship or Place of Organization 2014-08-01

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
14
Sells
0
Shares acquired
58.4K
Shares disposed
Cash buys
14.00
Cash sales
Net activity
+58,353
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2024-06-26 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 2,499 0.99 2.5K 8,410,000
2024-06-24 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,500 0.95 1.4K 8,389,001
2024-06-20 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 270 0.75 202.50 8,383,001
2024-06-06 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 140 0.79 110.60 8,382,731
2024-05-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 6,084 0.75 4.6K 8,366,731
2024-05-28 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 4,800 0.74 3.6K 8,360,647
2024-05-24 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 4,000 0.74 3.0K 8,355,847
2024-05-21 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 0.71 71.00 8,351,847
2024-05-16 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 0.71 71.00 8,351,747
2023-10-02 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 55,000 0.80 44.0K 8,351,647
2023-09-27 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 5,000 0.85 4.3K 8,296,647
2023-09-26 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 20,000 0.85 17.0K 8,291,647
2023-09-22 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 400 0.82 328.00 8,271,647
2023-09-12 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 200 0.82 164.00 8,271,247
2023-09-11 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 54,047 0.82 44.3K 8,271,047
2023-09-07 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 61,000 0.85 51.9K 8,217,000
2023-08-30 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 31,000 0.90 27.9K 8,156,000
2023-06-20 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 35,000 0.87 30.5K 8,125,000
2023-02-16 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 4,500 0.96 4.3K 8,083,500
2023-02-10 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 4,500 0.98 4.4K 8,074,500
2022-12-21 KUBOTA TOM Officer P-Purchase A Common 9,000 0.75 6.8K 8,070,000
2022-10-27 KUBOTA TOM Officer P-Purchase A Common 1,000 0.85 850.00 8,061,000
2022-10-12 KUBOTA TOM Officer P-Purchase A Common 6,000 0.85 5.1K 8,052,000
2022-04-19 KUBOTA TOM Officer P-Purchase A Common 1,618 0.93 1.5K 8,034,000
2022-04-18 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 0.90 896.00 8,026,000
2022-02-22 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 0.93 930.00 8,025,000
2022-01-06 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 8,000 0.99 7.9K 8,007,000
2021-12-28 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 8,000 0.99 7.9K 7,999,000
2021-12-27 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 31,000 1.00 31.0K 7,991,000
2021-12-14 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 25,600 1.00 25.6K 7,960,000
2021-12-10 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 2,400 0.94 2.3K 7,934,400
2021-11-18 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 17,000 0.92 15.6K 7,932,000
2021-09-13 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 7,000 0.92 6.4K 7,915,000
2021-08-20 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 11,000 1.01 11.1K 7,908,000
2021-04-07 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,800 1.16 2.1K 7,896,900
2021-04-01 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 1.13 1.1K 7,895,000
2021-02-24 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 1.17 1.2K 7,893,000
2021-02-12 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 1.10 1.1K 7,892,000
2020-12-31 ODAKA FRED U D Common 0 0.00 12,000
2020-12-31 Kubota Lauren Director D Common 0 0.00 8,000
2020-12-31 Kubota Kristina Director / Officer D Common 0 0.00 8,000
2020-12-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 1.00 1.0K 7,891,000
2020-12-21 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,192 1.00 1.2K 7,889,000 D
2020-12-18 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 2,308 1.00 2.3K 7,888,808 D
2020-12-17 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 6,500 1.00 6.5K 7,886,500 D
2020-09-30 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 2,000 1.00 2.0K 7,880,000
2020-09-10 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,500 1.00 1.5K 7,878,000
2020-08-28 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 0.88 437.50 7,876,500
2020-08-17 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.00 500.00 7,876,000
2020-08-12 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.00 500.00 7,875,500
2020-07-29 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.00 500.00 7,875,000
2020-06-30 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.24 620.00 7,874,500
2020-06-11 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 1.18 118.00 7,871,600
2020-06-10 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.18 590.00 7,871,500
2020-05-29 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.24 620.00 7,870,500
2020-05-07 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 1.25 625.00 7,870,000
2020-05-06 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 320 1.20 384.00 7,869,420
2020-04-13 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 900 1.30 1.2K 7,869,000
2020-03-27 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 1.05 1.1K 7,868,000
2020-01-29 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 900 1.25 1.1K 7,866,900
2020-01-03 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 200 5.12 1.0K 1,966,500
2019-12-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 2,300 5.14 11.8K 1,966,300
2019-12-02 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 800 5.09 4.1K 1,964,000
2019-08-19 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 5.00 500.00 1,963,000
2019-08-16 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 300 5.00 1.5K 1,962,500
2019-07-19 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 600 5.20 3.1K 1,962,000
2019-07-18 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 200 5.15 1.0K 1,961,100
2019-06-29 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 2,000 5.00 10.0K 1,960,900
2019-05-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 200 5.90 1.2K 1,958,900
2019-03-15 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 102 4.80 489.60 1,957,900
2019-02-22 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 400 4.74 1.9K 1,956,400
2019-01-28 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 300 4.80 1.4K 1,955,900
2019-01-04 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 4.72 472.00 1,955,500
2018-12-14 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A COMMON 200 4.70 940.00 1,955,000
2018-12-12 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A COMMON 300 4.70 1.4K 1,954,500
2018-10-05 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 5.70 570.00 1,954,000
2018-10-02 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 5.80 2.9K 1,953,500
2018-08-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 5.55 555.00 1,953,000
2018-08-24 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 160 5.44 870.40 1,952,160
2018-08-23 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 5.55 2.8K 1,952,000
2018-08-17 Kubota Lauren Director D Stock Options 1,000 15.00 15.0K 0
2018-08-17 Kubota Kristina Director D Stock Options 1,000 15.00 15.0K 0
2018-07-13 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 200 5.75 1.2K 1,951,500
2018-06-29 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 20 5.90 118.00 1,951,000
2018-06-26 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 102 5.95 606.90 1,950,500
2018-06-06 KUBOTA TOM Director / Officer P-Purchase A Common 580 5.95 3.5K 1,950,000
2018-06-01 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 5.50 2.8K 1,949,000
2018-05-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 5.50 2.8K 1,948,500
2018-05-22 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 166 5.50 913.00 1,948,000
2018-05-18 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 788 4.50 3.5K 1,946,488
2018-05-16 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 4.75 2.4K 1,945,500
2018-05-14 ODAKA FRED U Officer J-Other D Employee Stock Options 44,000 3.75 165.0K 0
2018-05-14 Kubota Lauren Director J-Other D Employee Stock Options 4,000 3.75 15.0K 0
2018-05-14 Kubota Kristina Director J-Other D Employee Stock Options 4,000 3.75 15.0K 0
2018-04-27 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 4.25 4.3K 1,945,000
2018-02-08 Kubota Lauren Director D Common Stock 0 0.00 500
2018-02-08 Kubota Kristina Director D Common Stock 0 0.00 500
2018-01-24 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 18.50 1.9K 486,000
2018-01-08 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 400 20.00 8.0K 485,900
2017-10-03 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,400 14.20 19.9K 485,500
2017-08-17 ODAKA FRED U Officer A-Award A Employee Stock Options 11,000 15.00 165.0K 11,000
2017-08-17 KUBOTA TOM Director / Officer / 10% Owner A-Award A Employee Stock Options 4,250 15.00 63.8K 50,000
2017-06-09 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 400 14.00 5.6K 484,000
2017-06-07 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 500 14.00 7.0K 483,500
2017-02-01 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 12.40 12.4K 483,000
2016-11-21 KUBOTA TOM Director / Officer / 10% Owner A-Award A Series A Preferred 1,000 0.00 1,000
2016-11-08 Soraperra Gunter Director D Common Stock 0 0.00 0
2016-11-08 Hadley Stacy A Director D Common Stock 0 0.00 0
2016-09-13 KUBOTA TOM Director / Officer P-Purchase A Common 1,000 9.00 9.0K 482,000
2015-12-31 ODAKA FRED U Officer A-Award A Common 750 0.00 750
2015-12-31 KUBOTA TOM Director / Officer / 10% Owner A-Award A Common 750 0.00 481,000
2015-11-16 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,500 8.50 12.8K 480,000
2015-11-13 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,000 10.72 10.7K 478,000
2015-03-31 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 300 30.99 9.3K 477,000
2014-06-13 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common Stock 100 51.00 5.1K 476,700
2014-06-09 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common Stock 100 53.00 5.3K 476,600
2014-04-28 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 400 48.00 19.2K 476,500
2014-03-10 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 100 23.50 2.4K 476,100
2013-05-17 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 1,056 9.25 9.8K 43,374
2012-04-10 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 5,240 1.75 9.2K 42,318
2010-05-07 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 3,000 0.25 750.00 37,078
2010-05-04 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 11,245 0.35 3.9K 34,078
2008-08-05 ODAKA FRED U Officer D Common Stock 0 0.00 0
2008-08-04 KUBOTA TOM Director / Officer / 10% Owner G-Gift A Common 783 0.00 432,626
2008-06-16 NANKO INVESTMENTS INC 10% Owner P-Purchase A Common 272,313 0.92 250.5K 411,593
2008-06-16 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common 292,563 0.85 248.7K 431,843
2007-12-04 Wang David Director 0 0.00 0
2007-11-28 Hough Frank R. Officer 0 0.00 0
2007-03-27 NANKO INVESTMENTS INC 10% Owner P-Purchase A Common Stock 1,083,333 0.02 19.5K 2,785,638
2007-03-27 KUBOTA TOM Director / Officer / 10% Owner P-Purchase A Common Stock 0 0.00 456,626
2005-12-31 Iwanski Thomas Director D Common 0 0.00 0
2005-12-31 Hellwig Donald Director / Officer D Common 0 0.00 3,000
2003-05-01 ROUSH TOM Director D Common Stock 0 0.00 1,083,333
2002-11-18 NANKO INVESTMENTS INC 10% Owner D Common 0 0.00 1,702,305
2002-11-18 LARUSSO RUDY Director / Officer D Common 0 0.00 300,000
2002-11-18 KUBOTA TOM Director / Officer / 10% Owner I Common Stock 0 0.00 1,702,305

Executive team

Top executives
EBIT / Employee
34.5K
Shares Outstanding
12.80M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2006 Donald Balzano Former CEO, 125.9K 38.8K 164.7K 0.00%
2 2006 Doug Hikawa President, Medex 137.9K 3.4K 6.9K 148.2K 4.63%
3 2006 Geri Plotzke 92.8K 2.6K 134.2K 0.00%
4 2006 Tom Kubota President and Director 71.4K 71.4K 0.00%
5 2005 Donald Balzano Former CEO, 172.3K 8.6K 181.5K 0.00%
6 2005 Doug Hikawa President, Medex 138.8K 6.4K 17.0K 162.2K 10.47%
7 2005 Tom Kubota President and Director 42.0K 10.0K 52.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 10-Q
2026-03-18 10-K
2025-11-04 10-Q
2025-09-23 8-K
2025-08-13 8-K
2025-07-31 10-Q
2025-07-16 8-K
2025-05-02 10-Q
2025-03-19 10-K
2024-11-07 8-K

Executive team

NameTitleCompensationGender
Tom Kubota Chairman, Chief Executive Officer, President and Principal Financial & Accounting Officer 295.5K male
David Kim Chief Operating Officer of Medex, MMC and MMM 142.6K male
Scott Allen Controller, Company Secretary, Treasurer & Director 112.3K male
Geri Plotzke Executive Vice President of Medex Healthcare, Inc. 111.4K female
Bret J. Mendenhall Chief Financial Officer male
ESG Rating
B
MEDICAL - HEALTHCARE PLANS
2015
E (Environmental)
56.8 / 60.0
Company / Sector avg.
S (Social)
52.1 / 64.1
Company / Sector avg.
G (Governance)
54.5 / 65.8
Company / Sector avg.
ESG Total
54.5 / 63.3
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE PLANS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

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Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits