SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Bank OZK, an institutional investment manager based in Little Rock, Arkansas. The report covers the quarter ended June 30, 2024, and was signed on July 29, 2024, 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, data regarding Bank OZK's own revenue, profit, cash flow, margins, debt, or liquidity is not contained in this text.
- Total Value of Reported Holdings: $231,010,393
- Total Number of Holdings Entries: 269
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data against the prior period (March 31, 2024) 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
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding Bank OZK's business operations. It strictly lists securities held for investment purposes.
Investor Verification Checklist
- Verify the total value of reported holdings ($231,010,393) against the specific list of 269 securities in the full filing schedule.
- Confirm that no other institutional managers are included in this report (listed as "NONE").
- Note that this document does not reflect Bank OZK's own financial health; refer to Form 10-Q or 10-K for operational metrics.