[SCHEDULE 13G/A] Bank OZK 4.625% Series A Non-Cumulative Perpetual Preferred Stock SEC Filing

Rhea-AI Filing Summary

Wasatch Advisors LP reports beneficial ownership of 5,513,259 shares of Bank OZK common stock, representing 4.9% of the class. The filing shows Wasatch has sole voting power over 3,994,417 shares and sole dispositive power over the full 5,513,259 shares, and it is identified as an investment adviser (Type IA). The statement is submitted on a Schedule 13G, indicating the position is reported as a passive holding rather than an intent to influence control.

Positive

• Filing indicates a passive ownership position under Schedule 13G rather than an active attempt to influence control
• Wasatch Advisors reports clear, sole dispositive control over 5,513,259 shares, providing transparency on its position

Negative

• None.

Insights

Securities Analyst

TL;DR: Wasatch reports a 4.9% passive stake in Bank OZK with sole dispositive control of 5.51M shares, below a controlling threshold.

The filing documents a meaningful but non-controlling equity stake: 5,513,259 shares (4.9%). Sole voting power is 3,994,417 shares while sole dispositive power covers the full stake, consistent with an investment-adviser classification (IA) on Schedule 13G. As a 13G filing, it signals passive ownership rather than an intention to influence corporate control, which limits immediate governance implications.

Corporate Governance Expert

TL;DR: This Schedule 13G indicates passive ownership by Wasatch with no shared voting power, so governance impact is likely limited.

The report identifies Wasatch Advisors LP as the reporting person and classifies it as an investment adviser. The absence of shared voting or dispositive power and the use of Schedule 13G suggest the position is not held to change or influence control. Key figures from the filing are 5,513,259 shares beneficially owned and 4.9% of the class, with sole voting power over 3,994,417 shares.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

Bank OZK

(Name of Issuer)

Common Stock

(Title of Class of Securities)

06417N103

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 06417N103

1

Names of Reporting Persons

WASATCH ADVISORS LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,994,417.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 5,513,259.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,513,259.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Bank OZK
(b)	Address of issuer's principal executive offices: 18000 CANTRELL ROAD, 18000 CANTRELL ROAD, LITTLE ROCK, ARKANSAS, 72223
Item 2.
(a)	Name of person filing: Wasatch Advisors LP
(b)	Address or principal business office or, if none, residence: 505 Wakara Way, 3rd Floor, Salt Lake City, 84108, United States
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 06417N103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 5,513,259
(b)	Percent of class: 4.9 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,994,417
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 5,513,259
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

WASATCH ADVISORS LP

Signature:	Mike Yeates
Name/Title:	CEO
Date:	08/14/2025

FAQ

How many Bank OZK shares does Wasatch Advisors LP own (OZKAP)?

Wasatch Advisors LP reports beneficial ownership of 5,513,259 shares of Bank OZK common stock.

What percentage of Bank OZK does Wasatch Advisors own?

The filing states this represents 4.9% of the outstanding class of common stock.

How much voting power does Wasatch Advisors have in Bank OZK?

Wasatch reports sole voting power over 3,994,417 shares and no shared voting power.

Does the Schedule 13G filing indicate Wasatch is seeking control of Bank OZK?

No. The use of Schedule 13G and the filing's certification state the position is held in the ordinary course of business and not to change or influence control.

How is Wasatch Advisors classified in the filing?

The reporting person is identified as an investment adviser (Type IA) in the Schedule 13G.