Company Analysis

Carter Bankshares, Inc. (CARE)

Nasdaq: CARE · National Commercial Banks · Martinsville, VA · filing with the SEC since 2020
Grade5.0
◀ Past 6.0● Present 4.1▶ Future 4.8

Who owns Carter Bankshares, Inc.

As filed with the SEC
Holders of 5% or more
1
Dimensional Fund Advisors LP holds 6.2% of Common Stock, as its SCHEDULE 13G/A filed Oct 8, 2026 says.
Directors and officers
17
report now, of 23 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Dimensional Fund Advisors LP
SCHEDULE 13G/A · filed Oct 8, 2026 · Common Stock · 5.1% in Jan 21, 2026
6.2%
Vanguard Capital Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.1% in Apr 29, 2026
under 5%
AllianceBernstein L.P.
SCHEDULE 13G/A · filed Nov 15, 2024 · Common Stock · reported falling below 5%
under 5%
Fourthstone LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, $1 par value · reported falling below 5%, from 6.78% in May 15, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What CARE reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
First Reliance Bankshares, Inc.
A company bought · acquisition · May 2025 · owns, named in the 10-K filed Mar 5, 2026

2 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 8, 2024.

Insider tradesForm 4
7sales
1purchases
0sales on a scheduled plan
4people selling
$400,000sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
202122232526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 23 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Langs Bradford N.PRESIDENT, CHIEF STRATEGY OFCR2$200,00000$0
Midkiff Catharine L.director2$100,00000$0
Bolton Robert M.director2$100,00000$0
Walsh Elizabeth L.director0$001$100,000
Haskins James W.director1$000$0
SI Assistanton CARE · research, not advice