SEC Filing Summary: Bank OZK (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, Arkansas. The report covers the quarter ended March 31, 2019, and was signed by Jennifer Junker, Managing Director of Trust and Wealth Management, on April 24, 2019.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings managed by the institution rather than the institution's own operating financials (revenue, profit, or cash flow). The filing text does not provide a clear value for Bank OZK's internal revenue, margins, or debt.
- Total Value of Reported Holdings: $229,639,000 (229,639 thousands)
- Total Number of Holdings Entries: 218
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2018) or detail specific material changes in holdings volume or composition. It serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This form type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's business operations. It strictly lists securities held.
Key Facts for Investor Verification
- Verify the total portfolio value of $229.6 million represents the full scope of the Trust and Wealth Management division's reportable equity holdings.
- Confirm the 218 individual positions listed in the full schedule (not included in this summary text) to assess concentration risk.
- Note that this filing reflects managed assets for clients, not Bank OZK's corporate balance sheet or earnings.
- Check the filing date of April 24, 2019 to ensure it aligns with the standard 45-day reporting window for Q1 2019.