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.
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.
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.
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.
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.
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.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Revenue, TTM CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Net margin, TTM CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Free cash flow, TTM
$58.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM CARE
FY Dec 2025
$31.8M
FY Dec 2024
$28.8M
FY Dec 2023
$36.9M
FY Dec 2022
$64.9M
FY Dec 2021
$69.1M
Jun 2026
-$262.9M
Mar 2026
$302.4M
Dec 2025
$9.0M
Sep 2025
$10.3M
Jun 2025
$7.7M
Mar 2025
$4.9M
Dec 2024
$8.3M
Sep 2024
$8.4M
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+27.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity CARE
FY Dec 2025
+7.8%
FY Dec 2024
+6.7%
FY Dec 2023
+6.9%
FY Dec 2022
+13.6%
FY Dec 2021
+7.5%
Jun 2026
+27.2%
Mar 2026
+23.9%
Dec 2025
+7.8%
Sep 2025
+7.8%
Jun 2025
+8.1%
Mar 2025
+7.3%
Dec 2024
+6.7%
Sep 2024
+4.0%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets CARE
FY Dec 2025
+0.7%
FY Dec 2024
+0.5%
FY Dec 2023
+0.5%
FY Dec 2022
+1.2%
FY Dec 2021
+0.8%
Jun 2026
+2.7%
Mar 2026
+2.3%
Dec 2025
+0.7%
Sep 2025
+0.7%
Jun 2025
+0.7%
Mar 2025
+0.6%
Dec 2024
+0.5%
Sep 2024
+0.3%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
5.22x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing CARE
FY Dec 2025
14.25x
FY Dec 2024
16.59x
FY Dec 2023
14.97x
FY Dec 2022
8.13x
FY Dec 2021
12.83x
Jun 2026
5.85x
Mar 2026
4.79x
Dec 2025
14.25x
Sep 2025
14.27x
Jun 2025
12.75x
Mar 2025
13.48x
Dec 2024
16.59x
Sep 2024
27.60x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value CARE
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+8.7%
TTM free cash flow over market value at close 2026-10-27
FCF yield CARE
FY Dec 2025
+7.3%
FY Dec 2024
+7.1%
FY Dec 2023
+10.7%
FY Dec 2022
+16.2%
FY Dec 2021
+17.0%
Jun 2026
+7.8%
Mar 2026
+63.7%
Dec 2025
+7.3%
Sep 2025
+7.1%
Jun 2025
+7.3%
Mar 2025
+4.6%
Dec 2024
+7.1%
Sep 2024
+6.6%
At each fiscal year end
Trailing four quarters at each quarter end
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
PEG, trailing CARE
FY Dec 2025
0.47x
FY Dec 2024
2.77x
FY Dec 2023
n/a
FY Dec 2022
0.12x
FY Dec 2021
n/a
Jun 2026
0.02x
Mar 2026
0.02x
Dec 2025
0.47x
Sep 2025
0.12x
Jun 2025
0.09x
Mar 2025
0.13x
Dec 2024
2.77x
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
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.
CARE ranks highest on profitability (99th percentile) and institutional and government (58th), and lowest on risk and compliance (2nd), among Banks peers.
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 · 50 pct, sector of 273
Insider buyers, 180d1 · 47 pct, sector of 273
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
2
Inputs
Short interest, % of float+11.7% · 2 pct, sector of 374
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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