SEC Filing Summary: Bank of the Ozarks (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Bank of the Ozarks (Institutional Investment Manager) for the quarter ended March 31, 2018. The report was signed by Jennifer Junker, Director of Trust and Wealth Management, on April 30, 2018. It represents a standard holdings report covering the manager's equity securities.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of Bank of the Ozarks itself. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for the bank are not included in this text.
- Total Value of Reported Holdings: $252,093,000 (252,093 thousands)
- Total Number of Holdings Entries: 219
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2017) or detail specific material changes in holdings. It only presents the aggregate totals for the current reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the bank's operations. It strictly lists securities held by the institution's investment accounts.
Key Facts for Investor Verification
- Verify the total portfolio value of $252.1 million against the bank's total assets to understand the scale of this specific investment mandate.
- Note that this report covers 219 distinct holdings, indicating a diversified portfolio managed by the Trust and Wealth Management division.
- Confirm that this filing reflects only the investment manager's holdings and does not represent the bank's core lending or deposit activities.
- Check subsequent filings to track changes in the number of holdings or total value, as this document lacks historical comparison data.