Get the free FORM 10-Q

This document is a quarterly financial report for PacifiCare Health Systems, detailing financial performance, operations, and management's discussion related to the period ending June 30, 2001.

How to fill out form 10-q

How to fill out FORM 10-Q

1. Begin by gathering the necessary information about the company's financial performance for the quarter.
2. Download the FORM 10-Q template from the Securities and Exchange Commission (SEC) website or your company’s finance department.
3. Fill in the company name, SEC file number, and relevant period information at the top of the form.
4. Complete the financial statements section, including balance sheets, income statements, and cash flow statements for the quarter.
5. Provide management's discussion and analysis (MD&A) of the financial condition and results of operations.
6. Include any legal proceedings or risk factors that may impact the company.
7. Review and confirm that all numbers and information are accurate and comply with SEC regulations.
8. Certify the accuracy of the report by having it signed by the appropriate company officers.
9. File the completed FORM 10-Q electronically with the SEC using EDGAR.
10. Distribute copies to shareholders and stakeholders as required.

Who needs FORM 10-Q?

1. Publicly traded companies in the United States must file FORM 10-Q with the SEC.
2. Investors, analysts, and stakeholders who want to assess a company's financial health and performance.
3. Regulatory bodies and auditors reviewing the company's compliance with financial reporting standards.

People Also Ask about

What triggers the filing of Form 10?

The SEC requires a company to file SEC Form 10 when it has more than $10 million in total assets and more than 500 shareholders. A company with fewer shareholders or assets may voluntarily make this SEC filing, but it is not required.

What is the difference between a 10-K and a 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements. 10Q filings provide shareholders and the public an on-going update on a company's performance over the year.

What is the difference between a Form 10-K and a Form 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements. 10Q filings provide shareholders and the public an on-going update on a company's performance over the year.

Is Form 10-Q audited?

Form 10-Q is similar to Form 10-K but less detailed. Additionally, the financial statements in a 10-Q are near the beginning of the filing, unlike the 10-K. The financial statements in a Form 10-Q are considered unaudited, unlike in the 10-K, where a full audit is performed.

Which of the following entities requires the filing of the Form 10-Q?

Yes, all U. S. public companies issuing common shares of stock that trade on exchanges are required to file Form 10-Q.

What is Form 10-Q used for?

The 10-Q provides a window into the financial health of a company. Investors can use the form to get a sense of its quarterly earnings and other elements of its operations and to compare them to previous quarters. Thus, it is a dependable performance-tracking tool.

Who signs 10-Q?

At least one complete copy of the report filed with the Commission and one such copy filed with each exchange must be manually signed on the registrant's behalf by a duly authorized officer of the registrant and by the principal financial or chief accounting officer of the registrant.

Who has to file 10-Q?

Any publicly traded company must file the Form 10-Q, along with the Form 10-K and other required filings. The SEC gives two timeframes for filing: Large accelerated and accelerated filers with a float exceeding $700 million need to submit Form 10-Q within forty days of the quarter's end.

For pdfFiller’s FAQs

What is FORM 10-Q?

FORM 10-Q is a quarterly report mandated by the U.S. Securities and Exchange Commission (SEC) that provides a comprehensive overview of a company's financial performance over a three-month period.

Who is required to file FORM 10-Q?

Publicly traded companies that are registered under the Securities Exchange Act of 1934 are required to file FORM 10-Q.

How to fill out FORM 10-Q?

FORM 10-Q is filled out by providing detailed information about the company's financial condition, including financial statements, management discussions, and disclosures about market risks and legal proceedings. It should be filed electronically through the SEC's EDGAR system.

What is the purpose of FORM 10-Q?

The purpose of FORM 10-Q is to provide shareholders and potential investors with updated financial information and operational insights about a company on a quarterly basis.

What information must be reported on FORM 10-Q?

FORM 10-Q must report financial statements, management's discussion and analysis of financial condition, disclosures about market risks, and any changes in the company’s internal controls over financial reporting.