Carter Bankshares
Runs Carter Bank & Trust's commercial, consumer, mortgage, and deposit banking franchise.
$31.47
After-hours close+0.03 (+0.10%)
At close$31.44(−1.90%)
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Breakdown13F · Form 4
Institutions 65.83%14.59M sharesInsiders 2.53%560.7K sharesOther 31.64%7.01M shares
Shares outstanding 22.16M · Float 21.16M · 95.5% free float
Institutions13F, as of Jun 30, 2026
163 holders · 14.59M shares · 52 new positions · 111 increased · 31 reduced · 15 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.80M | 8.11% | +128.0K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.26M | 5.67% | +80.2K | Aug 11, 2026 |
| Vanguard Capital Management LLC | 955.9K | 4.31% | −29.1K | Aug 13, 2026 |
| State Street Corp | 912.3K | 4.12% | +413.4K | Aug 7, 2026 |
| American Century Companies Inc | 709.6K | 3.20% | +168.7K | Aug 12, 2026 |
| Lazard Asset Management LLC | 640.7K | 2.89% | +640.7Knew | Aug 14, 2026 |
| Geode Capital Management, LLC | 576.6K | 2.60% | +60.6K | Aug 12, 2026 |
| Acadian Asset Management LLC | 387.4K | 1.75% | +387.4K | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Fourthstone LLC | 6.78% | 1.50M | 13G | May 15, 2026 ↗ |
| Vanguard Capital Management | 5.10% | 1.13M | 13G | Apr 29, 2026 ↗ |
| Dimensional Fund Advisors LP | 5.10% | 1.12M | 13G | Jan 21, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Litz H. van Dyke | director, officer: CHIEF EXECUTIVE OFFICER | 79.8K | 0.36% | Jul 2, 2026 |
| Robert M. Bolton | director | 67.6K | 0.31% | Jul 30, 2026 |
| James W. Haskins | director | 62.7K | 0.28% | May 6, 2026 |
| Elizabeth L. Walsh | director | 58.0K | 0.26% | May 11, 2026 |
| Wendy S. Bell | officer: SENIOR EXECUTIVE VP, CFO | 46.7K | 0.21% | Jul 2, 2026 |
| Bradford N. Langs | officer: PRESIDENT, CHIEF STRATEGY OFCR | 33.2K | 0.15% | Jul 30, 2026 |
| Matthew M. Speare | officer: SEVP, CHIEF OPERATING OFFICER | 31.8K | 0.14% | Jul 2, 2026 |
| Tony E. Kallsen | officer: SEVP, CHIEF CREDIT OFFICER | 26.1K | 0.12% | Jul 2, 2026 |
| Phyllis Q. Karavatakis | director | 21.7K | 0.10% | Jan 5, 2026 |
| Jacob A. III Lutz | director | 19.7K | 0.09% | Jan 5, 2026 |
6 people have not refiled in the last 18 months (383.5K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 30, 2026 | Bradford N. Langsofficer: PRESIDENT, CHIEF STRATEGY OFCR | Sale | 2,500 | $34.54 | 33,242 |
| Jul 30, 2026 | Robert M. Boltondirector | Sale | 1,500 | $34.60 | 55,000 |
| May 12, 2026 | Bradford N. Langsofficer: PRESIDENT, CHIEF STRATEGY OFCR | Sale | 5,500 | $26.47 | 27,093 |
| May 6, 2026 | Elizabeth L. Walshdirector | Purchase | 4,575 | $26.20 | 58,753 |
| May 5, 2026 | James W. Haskinsdirector | Sale | 1,000 | $26.04 | 62,702 |
| Oct 30, 2025 | Robert M. Boltondirector | Sale | 1,901 | $17.23 | 10,827 |
| Sep 10, 2025 | Matthew M. Speareofficer: SEVP, CHIEF OPERATING OFFICER | Sale | 13,550 | $19.83 | 21,909 |
CongressHouse and Senate disclosures
Not reported.