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 calendar quarter ended March 31, 2023. The filing was signed by Sheila Mayden, EVP Corporate Trust Manager, on May 11, 2023.
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 provide data on Bank OZK's revenue, profit, cash flow, margins, debt, or liquidity.
- Total Value of Reported Holdings: $201,621,285
- Total Number of Holdings Entries: 230
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2022) or detail specific changes in holdings volume or value versus the previous quarter. 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, future guidance, risk factors, or contingencies regarding the reporting manager's business operations. It strictly lists securities held.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $201.6 million against the specific list of 230 equity positions.
- Note that this report reflects only the investment portfolio managed by Bank OZK, not the bank's own balance sheet or earnings.
- Confirm that no other institutional managers are included in this specific filing.