SEC Filing Summary: Bank OZK (Form 13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Bank OZK, an institutional investment manager located in Little Rock, AR. The report covers the calendar quarter ended December 31, 2022, and was signed on February 13, 2023, by Sheila Mayden, EVP Corporate Trust Manager.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the issuer's operational financial performance. Consequently, the filing does not provide data on Bank OZK's revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reported Holdings: $201,920,404
- Total Number of Holdings Entries: 230
- Other Included Managers: None
Material Changes
The filing text does not provide comparative data against the prior period (September 30, 2022) to determine material changes in holdings or value. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of equity positions and do not contain management commentary, forward-looking guidance, risk factors, or disclosures regarding contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total value of reported holdings ($201,920,404) against the specific list of 230 securities to ensure accurate aggregation.
- Confirm that this report represents the complete holdings of Bank OZK, as indicated by the "13F HOLDINGS REPORT" selection and the absence of other included managers.
- Note that this document does not reflect Bank OZK's own financial health; refer to the company's 10-Q or 10-K filings for operational metrics.