Data spanning the past 90 days through December 31, 2025 reveals that Carter Bankshares's three principal insider shareholders consist of Senior Executive Vp And Cfo Wendy S. Bell (35.41K shares), Sevp And Chief Operating Officer Matthew M. Speare (21.91K shares), Director Gregory W Feldmann (15.40K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Joseph E. Pigg | 226,704 | 26 Feb, 2021 | |
| Robert W Conner | 75,962 | 16 Feb, 2023 | |
| Lanny A. Jr. Kyle | 72,484 | 16 Feb, 2023 | |
| Robert M. Bolton | 60,205 | 22 Nov, 2021 | |
| James W. Haskins | 58,913 | 26 Feb, 2021 | |
| Dyke Litz H Van | Chief Executive Officer | 57,376 | 06 Mar, 2025 |
| Charles E Hall | 36,357 | 26 Feb, 2021 | |
| Wendy S. Bell | Senior Executive Vp And Cfo | 35,407 | 26 Aug, 2025 |
| Bradford N. Langs | President And Chief Strategy Ofcr | 25,895 | 06 Mar, 2025 |
| Matthew M. Speare | Sevp And Chief Operating Officer | 21,909 | 11 Sep, 2025 |
| Phyllis Q. Karavatakis | 19,893 | 06 Jan, 2025 | |
| Edward Warren Matthews | 18,611 | 06 Jan, 2025 | |
| Jacob A Iii Lutz | 17,888 | 06 Jan, 2025 | |
| Catharine L. Midkiff | 17,254 | 13 Aug, 2025 | |
| Tony E Kallsen | Sevp And Chief Credit Officer | 16,612 | 06 Mar, 2025 |
| Kevin S. Bloomfield | 16,418 | 13 Jun, 2025 | |
| Gregory W Feldmann | 15,399 | 06 Jan, 2025 | |
| Michael R Bird | 14,774 | 06 Jan, 2025 | |
| Jane Ann Davis | Evp And Chief Admin. Officer | 11,800 | 05 Jun, 2025 |
| Arthur Loran Adams | Evp And Director Of Reg Risk Mngt | 10,410 | 22 May, 2025 |
| Elizabeth L. Walsh | 8,629 | 20 May, 2021 | |
| Chester A Gallimore | 7,429 | 25 Aug, 2021 | |
| Curtis E Stephens | 7,230 | 06 Jan, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Dec, 2025 | Elizabeth L. Walsh | Common Stock | D | 950 | $0.00 | 4,769 | I | G |
| 30 Oct, 2025 | Robert M. Bolton | Common Stock | D | 1,901 | $17.23 | 56,500 | I | S |
| 10 Sep, 2025 | Matthew M. Speare | Common Stock | D | 13,550 | $19.83 | 21,909 | D | S |
| 10 Sep, 2025 | Matthew M. Speare | - | - | 21,909 | D | |||
| 26 Aug, 2025 | Wendy S. Bell | Common Stock | D | 250 | $19.54 | 35,407 | D | S |
| 26 Aug, 2025 | Wendy S. Bell | - | - | 35,407 | D | |||
| 26 Aug, 2025 | Wendy S. Bell | - | - | 0 | I | |||
| 26 Aug, 2025 | Wendy S. Bell | Common Stock | D | 100 | $0.00 | 0 | I | J |
| 30 Jul, 2025 | Catharine L. Midkiff | - | - | 16,054 | D | |||
| 30 Jul, 2025 | Catharine L. Midkiff | Common Stock | D | 2,000 | $17.76 | 16,054 | D | S |
| 30 Jul, 2025 | Catharine L. Midkiff | Common Stock | D | 2,000 | $17.76 | 16,054 | D | S |
| 28 Jul, 2025 | James W. Haskins | Common Stock | D | 2,000 | $17.84 | 1,751 | I | S |
| 28 Jul, 2025 | James W. Haskins | - | - | 1,751 | I | |||
| 12 Jun, 2025 | Kevin S. Bloomfield | Common Stock | D | 1,629 | $16.81 | 16,418 | D | S |
| 11 Jun, 2025 | Kevin S. Bloomfield | Common Stock | D | 4,509 | $16.71 | 18,047 | D | S |
| 11 Jun, 2025 | Kevin S. Bloomfield | Common Stock | D | 1,629 | $16.81 | 16,418 | D | S |
| 10 Jun, 2025 | Kevin S. Bloomfield | Common Stock | D | 4,509 | $16.71 | 18,047 | D | S |
| 09 Jun, 2025 | Kevin S. Bloomfield | Common Stock | D | 1,000 | $16.52 | 22,556 | D | S |
| 06 Jun, 2025 | Kevin S. Bloomfield | Common Stock | D | 1,000 | $16.52 | 22,556 | D | S |
| 06 Jun, 2025 | Kevin S. Bloomfield | - | - | 22,556 | D |