SEC Filing Summary: Form 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, 2025, and was signed on May 13, 2025, by Ashley Hardwrick, VP of Trust Operations.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company'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: $240,369,018
- Total Number of Holdings Entries: 259
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data against the prior period (December 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 include management commentary, forward-looking guidance, risk factors, or contingencies related to Bank OZK's business operations. It strictly discloses the securities held by the institution.
Investor Verification Checklist
- Verify the specific list of 259 equity positions held by Bank OZK in the full schedule (not included in this summary text).
- Confirm the total market value of $240,369,018 against the sum of individual holdings in the full report.
- Note that this filing reflects the portfolio of the Trust Operations division and does not represent the bank's total assets or balance sheet.
- Check for any subsequent amendments filed after May 13, 2025.