Data spanning the past 90 days through January 21, 2026 reveals that Carter Bankshares's three principal insider shareholders consist of Director Robert W Conner (75.96K shares), Director Lanny A. Jr. Kyle (72.48K shares), Director Robert M. Bolton (60.20K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| 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 | |
| Dyke Litz H Van | Chief Executive Officer | 57,376 | 06 Mar, 2025 |
| Joseph E. Pigg | 51,600 | 25 Aug, 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 | 21,695 | 05 Jan, 2026 | |
| Jacob A Iii Lutz | 19,690 | 05 Jan, 2026 | |
| Edward Warren Matthews | 18,611 | 06 Jan, 2025 | |
| Kevin S. Bloomfield | 18,220 | 05 Jan, 2026 | |
| Catharine L. Midkiff | 17,254 | 13 Aug, 2025 | |
| Gregory W Feldmann | 17,201 | 05 Jan, 2026 | |
| Tony E Kallsen | Sevp And Chief Credit Officer | 16,612 | 06 Mar, 2025 |
| Michael R Bird | 16,576 | 05 Jan, 2026 | |
| 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 |
| Curtis E Stephens | 9,032 | 05 Jan, 2026 | |
| Chester A Gallimore | 7,429 | 25 Aug, 2021 | |
| Elizabeth L. Walsh | 4,769 | 05 Jan, 2026 | |
| James W. Haskins | 1,751 | 05 Jan, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Jan, 2026 | Gregory W Feldmann | Common Stock | A | 1,802 | $0.00 | 17,201 | D | A |
| 02 Jan, 2026 | Robert M. Bolton | Common Stock | A | 1,802 | $0.00 | 56,500 | I | A |
| 02 Jan, 2026 | Phyllis Q. Karavatakis | Common Stock | A | 1,802 | $0.00 | 21,695 | D | A |
| 02 Jan, 2026 | Catharine L. Midkiff | Common Stock | A | 1,802 | $0.00 | 1,200 | I | A |
| 02 Jan, 2026 | James W. Haskins | Common Stock | A | 1,802 | $0.00 | 1,751 | I | A |
| 02 Jan, 2026 | Michael R Bird | Common Stock | A | 1,802 | $0.00 | 16,576 | D | A |
| 02 Jan, 2026 | Elizabeth L. Walsh | Common Stock | A | 1,802 | $0.00 | 4,769 | I | A |
| 02 Jan, 2026 | Kevin S. Bloomfield | Common Stock | A | 1,802 | $0.00 | 18,220 | D | A |
| 02 Jan, 2026 | Curtis E Stephens | Common Stock | A | 1,802 | $0.00 | 9,032 | D | A |
| 02 Jan, 2026 | Jacob A Iii Lutz | Common Stock | A | 1,802 | $0.00 | 19,690 | D | A |
| 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 | - | - | 21,909 | D | |||
| 10 Sep, 2025 | Matthew M. Speare | Common Stock | D | 13,550 | $19.83 | 21,909 | D | S |
| 26 Aug, 2025 | Wendy S. Bell | - | - | 35,407 | D | |||
| 26 Aug, 2025 | Wendy S. Bell | Common Stock | D | 100 | $0.00 | 0 | I | J |
| 26 Aug, 2025 | Wendy S. Bell | Common Stock | D | 250 | $19.54 | 35,407 | D | S |
| 26 Aug, 2025 | Wendy S. Bell | - | - | 0 | I | |||
| 30 Jul, 2025 | Catharine L. Midkiff | Common Stock | D | 2,000 | $17.76 | 16,054 | D | S |
| 30 Jul, 2025 | Catharine L. Midkiff | - | - | 16,054 | D |