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CARE · Carter Bankshares, Inc.
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CARE Carter Bankshares (CARE) Insider Trading, Ownership & Congress Trades

Banks · National commercial banks · CIK 0001829576
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
106
13F, latest reported quarter

What the filings say about CARE

Insiders, 180 days
-$221.2K net sold
1 buyer · 4 sellers · 0% of sales under a 10b5-1 plan

Carter Bankshares insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Carter Bankshares, Inc. insiders sold a net $221.2K of stock across 94 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SELL
2026-09-11 SEC
1,000
$31.2K
-2.6%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (1 buy, 3 sales), the last on Jul 30, 2025.
  • The trade is 5.9% of the 16,856 shares held after it.
  • No other insider sold within 30 days.
  • 106 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Midkiff Catharine L. sold about $31.2K of CARE on Sep 11, 2026; 106 funds added in the latest 13F quarter.
PRESIDENT, CHIEF STRATEGY OFCR
SELL
2026-07-30 SEC
2,500
$86.3K
-12.1%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on May 12, 2026.
  • The trade is 7.5% of the 33,242 shares held after it.
  • 1 other insider sold within 30 days.
  • 106 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT, CHIEF STRATEGY OFCR Langs Bradford N. sold about $86.3K of CARE on Jul 30, 2026; 1 other insider sold within 30 days and 106 funds added in the latest 13F quarter.
SELL
2026-07-30 SEC
1,500
$51.9K
-12.1%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (3 buys, 1 sale), the last on Oct 30, 2025.
  • +11.9% median (+10.8% mean) 90-day return after 3 previous buys.
  • The trade is 2.7% of the 55,000 shares held after it.
  • 1 other insider sold within 30 days.
  • 106 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bolton Robert M. sold about $51.9K of CARE on Jul 30, 2026; 1 other insider sold within 30 days and 106 funds added in the latest 13F quarter.
PRESIDENT, CHIEF STRATEGY OFCR
SELL
2026-05-12 SEC
5,500
$145.6K
+14.3%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 20.3% of the 27,093 shares held after it.
  • 1 other insider sold within 30 days.
  • 106 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PRESIDENT, CHIEF STRATEGY OFCR Langs Bradford N. sold about $145.6K of CARE on May 12, 2026; 1 other insider sold within 30 days and 106 funds added in the latest 13F quarter.
BUY
2026-05-07 SECtraded 2026-05-06
4,575
$119.9K
+16.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 7.8% of the 58,753 shares held after it.
  • No other insider bought within 30 days.
  • 106 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Walsh Elizabeth L. bought about $119.9K of CARE on May 6, 2026, the largest insider purchase at the company on our record; 106 funds added in the latest 13F quarter.
94 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$221.2K over 180 days
-$169.5K over 90 days
more than 50% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
106 funds bought in last quarter
more than 58% of Banks
Revenue
+4.6% year over year
below 57% of Banks
Margin
154.4% net margin
below 53% of Banks
Buybacks
$2.9M repurchased, FY to 2026-06-30
below 60% of Banks
Short interest
12.5% of the float short (float per yahoo 2026-10-26) · 8.4 days to cover · settled 2026-09-30
more than 99% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch CARE

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+72.1%12M
-4%+31%+67%+102%2025-102025-122026-022026-042026-062026-082026-10 2026-05-12 · Langs Bradford N. sold $145.6K2026-05-06 · Walsh Elizabeth L. bought $119.9K2026-07-30 · Langs Bradford N. sold $86.3K2026-07-30 · Bolton Robert M. sold $51.9K2025-10-30 · Bolton Robert M. sold $32.8K2026-09-11 · Midkiff Catharine L. sold $31.2K2026-05-05 · Haskins James W. sold $26.0K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CARE: institutional holders (13F)

13F holdings, latest reported quarter
1,796,799 sh
$61.1M
$31.0M

Congress trades in CARE

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

CARE planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

CARE mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Huber Small Cap Value Fund
$4.7M position · as of 2026-07-31
4.5%
Cambria Micro and SmallCap Shareholder Yield ETF
$343.6K position · as of 2026-07-31
1.0%
NORTH SQUARE KENNEDY MICROCAP FUND
$328.3K position · as of 2026-05-31
1.0%
First Trust Dow Jones Select MicroCap Index Fund
$2.5M position · as of 2026-06-30
0.9%
Janus Henderson Small Cap Growth Alpha ETF
$3.4M position · as of 2026-07-31
0.9%
PGIM Quant Solutions Small-Cap Value Fund
$2.3M position · as of 2026-07-31
0.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Litz Van Dyke
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$1.4M
$1.4M
$768.9K
+83%
+111%
2024
$1.3M
$1.4M
$790.6K
+64%
+65%
2023
$784.6K
$798.3K
$506.5K
+40%
+23%
2022
$1.3M
$1.3M
$681.0K
+55%
+13%
2021
$934.3K
$891.0K
$536.2K
+44%
+36%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $221.2K sold by insiders over 180 days, 106 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

CARE financials

Revenue growth
+4.6%
XBRL, annual
Net margin
154.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$58.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+27.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
5.22x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+8.7%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
0.02x
P/E over trailing EPS growth of 327%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$20.3M$19.4M$17.3M$19.1M
Net income$31.4M$24.5M$23.4M$50.1M
EPS (diluted)1.381.061.002.03
Operating cash flow$39.9M$36.9M$46.7M$70.8M
Cash$105.2Mn/an/an/a
Buybacks$20.0M$0$16.4M$42.9M
Dividends paidn/an/an/a$0
SEC XBRL, fiscal years, as known on 2026-10-28

CARE Stock Sonar score 5/7 axes

Find similar shapesCompare

CARE ranks highest on profitability (99th percentile) and institutional and government (58th), and lowest on risk and compliance (1st), among Banks peers.

ProfitGrowthInsidersInstitutionsRisk
Profitability
99
Inputs
  • Return on equity+27.2% · 99 pct, sector of 327
  • Return on assets+2.7% · 99 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Growth
43
Inputs
  • Revenue growth, YoY+4.6% · 43 pct, sector of 151
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
48
Inputs
  • Net Form 4 buying (codes P and S), 180d-$221K · 49 pct, sector of 274
  • Insider buyers, 180d1 · 46 pct, sector of 274
Institutional and government
58
Inputs
  • Funds adding, latest quarter106 · 58 pct, sector of 257
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
1
Inputs
  • Short interest, % of float+12.5% · 2 pct, sector of 378
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+90.1% · 1 pct, sector of 127
2 not measured: Financial health, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

CARE filings, in plain words

Are Carter Bankshares insiders buying or selling CARE?

In the 180 days to 2026-10-28, Carter Bankshares insiders were net sellers, a net $221.2K: $119.9K of purchases and $341.1K of sales reported on Form 4, by 1 buyer and 4 sellers.

Read the full summary

In the 180 days to 2026-10-28, Carter Bankshares insiders were net sellers of CARE, a net $221.2K across purchases and sales reported on Form 4 by 1 buyer and 4 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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