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 calendar quarter ended June 30, 2023, and was signed on July 26, 2023, 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 financial performance. Consequently, the filing does not contain data on Bank OZK's revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reported Holdings: $209,986,406
- Total Number of Holdings Entries: 280
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data for the prior period. Therefore, material changes in the portfolio composition or value versus the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of equity positions and do not include management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's business operations. No such information is present in this text.
Investor Verification Checklist
- Verify the total market value of the reported portfolio ($209,986,406) against the institution's total assets under management to determine the scope of reported holdings.
- Review the full Schedule 13F (not included in this summary text) to identify specific equity positions and any significant changes in individual stock holdings.
- Consult Bank OZK's Form 10-Q or 10-K for the quarter ended June 30, 2023, to obtain actual financial performance metrics (revenue, earnings, liquidity) which are absent from this 13F filing.