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 based in Little Rock, Arkansas. The report covers the quarter ended March 31, 2022, and was signed on May 3, 2022, by Sheila Mayden, EVP Corporate Trust Manager.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the issuer's operational financials. Consequently, data regarding Bank OZK's own revenue, profit, cash flow, margins, debt, or liquidity is not present in this filing.
- Total Value of Reported Holdings: $233,295,000 (233,295 thousands)
- Total Number of Holdings: 227 entries
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2021) to determine material changes in holdings or total value. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's future performance. It strictly lists securities held.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $233.3 million against the bank's broader asset base to understand the proportion of assets managed under this specific 13F mandate.
- Confirm the specific composition of the 227 holdings, as the summary text does not list individual securities.
- Note that this report reflects only equity securities required to be reported under Section 13(f) of the Exchange Act and excludes other asset classes like bonds or cash equivalents.