Wasatch Advisors files 5.5% ownership disclosure in Bank OZK (OZK)
Rhea-AI Filing Summary
Wasatch Advisors filed Amendment No. 6 to Schedule 13G/A reporting beneficial ownership of 6,126,398 shares of Bank OZK common stock, representing 5.5% of the class. The filing shows sole voting power of 4,089,025 shares and sole dispositive power of 6,126,398 shares.
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Insights
Wasatch Advisors reports a 5.5% passive stake in Bank OZK.
Wasatch Advisors lists beneficial ownership of 6,126,398 shares and identifies sole dispositive power over those shares. The filing is an ownership disclosure typical for investment managers managing client assets.
Holder decisions will determine future activity; timing and transaction intent are not provided in the excerpt.
Key Figures
Beneficial ownership: 6,126,398 shares
Percent of class: 5.5%
Sole voting power: 4,089,025 shares
+1 more
4 metrics
Beneficial ownership
6,126,398 shares
Reported on Schedule 13G/A (Amendment No. 6)
Percent of class
5.5%
Percent of common stock beneficially owned
Sole voting power
4,089,025 shares
Shares with sole power to vote
Sole dispositive power
6,126,398 shares
Shares with sole power to dispose
Key Terms
Schedule 13G/A, Beneficial ownership, Sole dispositive power, CUSIP
4 terms
Schedule 13G/A regulatory
"Amendment No. 6 to Schedule 13G/A reporting ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownership financial
"Amount beneficially owned: 6,126,398 (b) Percent of class: 5.5 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 6,126,398"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
CUSIP technical
"CUSIP No.: 06417N103"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Wasatch Advisors report in Bank OZK (OZK)?
Wasatch Advisors reports beneficial ownership of 6,126,398 shares (5.5%). The filing lists sole dispositive power over 6,126,398 shares and sole voting power over 4,089,025 shares, per the Schedule 13G/A amendment.
Is the Schedule 13G/A an active trading disclosure for OZK?
No—Schedule 13G/A is an ownership disclosure, not a transaction notice. It reports current beneficial ownership levels; the excerpt does not describe recent purchases or sales or trading intent.
What identifying details are provided for the OZK position?
The filing includes CUSIP 06417N103 and identifies the class as COM. Wasatch Advisors lists its address and Delaware citizenship; the signature is by CEO Mike Yeates dated 04/21/2026.