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 June 30, 2020, and was signed on August 10, 2020, by Jennifer Junker, Managing Director of Trust and Wealth Management.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the issuer's operational financials. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for Bank OZK are not provided in this filing.
- Total Holdings Reported: 216 entries
- Total Value of Reported Holdings: $175,850,000 (175,850 thousands)
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or composition 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 contain management commentary, forward-looking guidance, risk factors, or disclosures of contingencies. No such information is present in this text.
Investor Verification Checklist
- Verify the total value of reported holdings ($175.85 million) against the bank's total assets to understand the scope of the reported portfolio.
- Confirm that the 216 holdings listed represent the complete portfolio for the Trust and Wealth Management division, as indicated by the "13F HOLDINGS REPORT" selection.
- Note that this filing does not reflect the bank's own lending portfolio or deposit liabilities.