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| Keyboard |
| Carter Bankshares Inc | |
|---|---|
| Ticker | CARE |
| CIK # | 0001829576 |
| CUSIP | 146103106 |
| Sector | Finance - National Commercial Banks |
| Address | 1300 Kings Mountain Road, Martinsville, VA 24112 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001829576] | 10-K | |
| [0001829576] | 10-Q | |
| [0001829576] | 3 | |
| [0001829576] | 4 | |
| [0001829576] | 8-K | |
| [0001829576] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Vanguard Capital Management LLC | Carter Bankshares Inc | [2026-04-29] | 0.0 |
| Fourthstone LLC | Carter Bankshares Inc | [2026-02-13] | 0.0 |
| Dimensional Fund Advisors LP | Carter Bankshares Inc | [2026-01-21] | 0.0 |
| Vanguard Group Inc | Carter Bankshares Inc | [2023-02-09] | 5.22 |
| BlackRock Inc | Carter Bankshares Inc | [2022-02-03] | 6.8 |
| AllianceBernstein LP | Carter Bankshares Inc | [2021-02-08] | 6.3 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Speare Matthew M
Common Stock
|
2026-03-04 | Tax withheld | 411 | $20.98 | 8,623 |
|
Bell Wendy S
Common Stock
|
2026-03-04 | Tax withheld | 435 | $20.98 | 9,126 |
|
van Dyke Litz H
Common Stock
|
2026-03-04 | Tax withheld | 819 | $20.98 | 17,183 |
|
Davis Jane Ann
Common Stock
|
2026-03-04 | Tax withheld | 309 | $20.98 | 6,483 |
|
Langs Bradford N
Common Stock
|
2026-03-04 | Tax withheld | 638 | $20.98 | 13,385 |
|
Bell Wendy S
Common Stock
|
2026-02-25 | Grant | 2,513 | $0.00 | |
|
Bell Wendy S
Common Stock
|
2026-02-25 | Grant | 3,292 | $0.00 | |
|
Davis Jane Ann
Common Stock
|
2026-02-25 | Grant | 1,230 | $0.00 | |
|
Langs Bradford N
Common Stock
|
2026-02-25 | Grant | 4,428 | $0.00 | |
|
Langs Bradford N
Common Stock
|
2026-02-25 | Grant | 3,689 | $0.00 | |
|
Kallsen Tony E
Common Stock
|
2026-02-25 | Grant | 2,335 | $0.00 | |
|
van Dyke Litz H
Common Stock
|
2026-02-25 | Grant | 7,198 | $0.00 | |
|
van Dyke Litz H
Common Stock
|
2026-02-25 | Grant | 4,870 | $0.00 | |
|
Adams Arthur Loran
Common Stock
|
2026-02-25 | Grant | 1,002 | $0.00 | |
|
Speare Matthew M
Common Stock
|
2026-02-25 | Grant | 3,075 | $0.00 | |
|
Speare Matthew M
Common Stock
|
2026-02-25 | Grant | 2,220 | $0.00 | |
|
Kallsen Tony E
Common Stock
|
2026-02-25 | Grant | 2,023 | $0.00 | |
|
Langs Bradford N
Common Stock
|
2026-02-14 | Tax withheld | 781 | $22.01 | 17,190 |
|
Kallsen Tony E
Common Stock
|
2026-02-14 | Tax withheld | 351 | $22.01 | 7,726 |
|
Bell Wendy S
Common Stock
|
2026-02-14 | Tax withheld | 554 | $22.01 | 12,194 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 126 | 12,539,579 |
| 2025-12-31 | 122 | 11,690,431 |
| 2025-09-30 | 123 | 11,507,113 |
| 2025-06-30 | 118 | 11,224,031 |
| 2025-03-31 | 113 | 11,280,117 |
| 2024-12-31 | 107 | 11,071,779 |
| 2024-09-30 | 95 | 10,541,481 |
| 2024-06-30 | 86 | 9,778,858 |
| 2024-03-31 | 83 | 9,974,834 |
| 2023-12-31 | 82 | 9,726,273 |
| 2023-09-30 | 88 | 9,369,746 |
| 2023-06-30 | 101 | 9,513,823 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Diversified Trust Co | [2026-06-30] | SOLE | 130,744 | 141,762 |
| Sierra Summit Advisors LLC | [2026-06-30] | SOLE | 0 | 39,579 |
| Cary Street Partners Financial LLC | [2026-06-30] | DFND | 6,873 | 6,874 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 3,233 | 3,233 |
| Salem Investment Counselors Inc | [2026-06-30] | SOLE | 900 | 900 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 742 | 742 |
| Gamma Investing LLC | [2026-06-30] | DFND | 434 | 434 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 193 | 193 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 145 |
| Torren Management LLC | [2026-06-30] | SOLE | 0 | 103 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 88 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 87 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 45 | 45 | Prev | Page 1 | Next |