Wasatch Advisors (OZK) reports 4.2% stake in Bank OZK (4,695,376 shares)

Rhea-AI Filing Summary

Bank OZK reports a Schedule 13G/A filing showing Wasatch Advisors beneficially owns 4,695,376 shares of common stock, representing 4.2% of the class. Wasatch Advisors holds sole voting power for 3,150,066 shares and sole dispositive power for 4,695,376 shares.

The filing is signed by Mike Yeates as CEO of Wasatch Advisors and dated 07/08/2026. The filer lists its principal business address as 505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108.

Key Figures

Beneficial ownership: 4,695,376 shares Percent of class: 4.2% Sole voting power: 3,150,066 shares +3 more

6 metrics

Beneficial ownership 4,695,376 shares Amount beneficially owned as stated in Item 4(a)

Percent of class 4.2% Percent of class as stated in Item 4(b)

Sole voting power 3,150,066 shares Sole power to vote as stated in Item 4(c)(i)

Sole dispositive power 4,695,376 shares Sole power to dispose as stated in Item 4(c)(iii)

Filer citizenship Delaware Citizenship/place of organization for Wasatch Advisors

Filing signature date 07/08/2026 Signature date on the Schedule 13G/A

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power

3 terms

Schedule 13G/A regulatory

"Item 1. (a) Name of issuer: Bank OZK"

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.

beneficially owned financial

"Item 4. (a) Amount beneficially owned: 4,695,376"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power regulatory

"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 4,695,376"

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/08/2026 - 06:28 PM Accepted by SEC EDGAR 07/08/2026 - 06:28 PM Learn about SEC filing dates

FAQ

What stake does Wasatch Advisors report in Bank OZK (OZK)?

Wasatch Advisors reports beneficial ownership of 4,695,376 shares, equal to 4.2% of Bank OZK's common stock. The filing is a Schedule 13G/A disclosing ownership and voting/dispositive powers as of the filing date.

How much voting power does Wasatch Advisors hold in OZK?

Wasatch Advisors reports sole voting power over 3,150,066 shares and no shared voting power. The Schedule 13G/A lists these figures under the voting-power breakdown.

Does Wasatch Advisors have sole dispositive power over its OZK holdings?

Yes. The filing states Wasatch Advisors has sole dispositive power for 4,695,376 shares and no shared dispositive power, indicating exclusive authority to direct disposition of those shares.

Who signed the Schedule 13G/A for Wasatch Advisors and when?

The filing is signed by Mike Yeates, listed as CEO, with a signature date of 07/08/2026. The document identifies Wasatch Advisors' citizenship as Delaware.

What address is listed for Wasatch Advisors in the filing?

Wasatch Advisors' principal business address is given as 505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108. That address appears in Item 2(b) of the filing.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 7)

Bank OZK

(Name of Issuer)

COM

(Title of Class of Securities)

06417N103

(CUSIP Number)

06/30/2026

(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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 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 3,150,066.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 4,695,376.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,695,376.00

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)

4.2 %

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, Little Rock, US-AR, 72223, US
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: COM
(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: 4,695,376
(b)	Percent of class: 4.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,150,066
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 4,695,376
	(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:	07/08/2026