Carter Bankshares
- Market cap
- 699.32M
- P/E (TTM)i
- 5.21
- P/Bi
- 1.30
- EPSi
- 1.38
- Div yieldi
- 0.33%
- 52W posi
- 70%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- Total institutional ownership rose 0.4 percentage points.
Institutional ownership
- Held by institutions
- 68.23% +0.37pp
- Institutions
- 201
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 27 buys · 23 sells
| Name | Role | Stake |
|---|---|---|
| Elizabeth Walsh | Independent Director | 2.01% |
| Litz Van Dyke | Chief Executive Officer | 0.36% |
| James Haskins | Chairperson | 0.29% |
| Wendy Bell | Chief Financial Officer | 0.21% |
| Bradford Langs | Former President & Chief Strategy Officer | 0.15% |
| Matthew Speare | Former Senior Executive VP & COO | 0.14% |
| Tony Kallsen | Former Senior Executive VP & Chief Credit Officer | 0.12% |
| Phyllis Karavatakis | Vice Chairperson | 0.10% |
| Jacob Lutz | Independent Director | 0.09% |
| E. Matthews | Independent Director | 0.08% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-10 | Catharine Midkiff | Independent Director | Open Market Disposition | -1,000 | $31.25 |
| 2026-08-03 | Gregory Feldmann | Lead Independent Director | Other Disposition | -280 | $35.16 |
| 2026-07-29 | Iron Bay Capital | -- | Open Market Disposition | -1,500 | $34.60 |
| 2026-07-29 | Bradford Langs | Former President & Chief Strategy Officer | Open Market Disposition | -2,500 | $34.54 |
| 2026-06-29 | Litz Van Dyke | Chief Executive Officer | Other Acquisition | +12,300 | -- |
| 2026-06-29 | Wendy Bell | Chief Financial Officer | Other Acquisition | +6,428 | -- |
| 2026-06-29 | Tony Kallsen | Former Senior Executive VP & Chief Credit Officer | Other Acquisition | +5,472 | -- |
| 2026-06-29 | Jane Davis | Former Executive Vice President | Other Acquisition | +3,604 | -- |
| 2026-06-29 | Matthew Speare | Former Senior Executive VP & COO | Other Acquisition | +5,005 | -- |
| 2026-06-29 | Bradford Langs | Former President & Chief Strategy Officer | Other Acquisition | +8,649 | -- |
| 2026-06-29 | A. Adams | Executive VP & Director of Regulatory Risk Management | Other Acquisition | +3,240 | -- |
| 2026-05-20 | Jane Davis | Former Executive Vice President | Sale to Issuer | -261 | $26.95 |
| 2026-05-11 | Bradford Langs | Former President & Chief Strategy Officer | Open Market Disposition | -5,500 | $26.47 |
| 2026-05-07 | Elizabeth Walsh | Independent Director | Other Disposition | -725 | -- |
| 2026-05-05 | Elizabeth Walsh | Independent Director | Open Market Acquisition | +4,575 | $26.20 |
| 2026-05-04 | James Haskins | Chairperson | Open Market Disposition | -1,000 | $26.04 |
| 2026-04-26 | Jane Davis | Former Executive Vice President | Other Acquisition | +1,850 | -- |
| 2026-04-26 | A. Adams | Executive VP & Director of Regulatory Risk Management | Other Acquisition | +1,650 | -- |
| 2026-04-19 | Jane Davis | Former Executive Vice President | Sale to Issuer | -296 | $24.24 |
| 2026-03-03 | Litz Van Dyke | Chief Executive Officer | Sale to Issuer | -819 | $20.98 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:33:31 · For reference only, not investment advice and not tailored to your situation.