Carter Bankshares, Inc. (CARE) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-05-07

Key Insights

Director Elizabeth L. Walsh acquired 4,575 shares of common stock on 05/06/2026 at $26.20 per share, representing a direct purchase totaling approximately $119,895, indicating insider confidence in the company's valuation.
Walsh maintains significant beneficial ownership across multiple entities: 367,771 shares via EASG LLC, 16,000 shares via Lester Family Holdings, and 4,769 shares via Carriage Square, demonstrating substantial long-term commitment with total holdings exceeding 388,000 shares.
The transaction was executed through a potential Rule 10b5-1 trading plan (as indicated by the checkbox), suggesting a pre-arranged purchase schedule that reduces concerns about selective timing or information asymmetry.
Post-transaction direct ownership increased to 58,753 shares following the purchase, showing Walsh's growing direct stake in the company alongside existing indirect holdings.

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Earlier Insider Trading filings

Filed: 2026-05-06

Director James W. Haskins sold 1,000 shares of CARE at $26.04 per share on May 5, 2026, representing a modest insider sale transaction.
Haskins maintains significant direct beneficial ownership of 62,702 shares following the sale, indicating continued confidence in the company despite the transaction.
The filing shows indirect beneficial ownership of 1,751 shares held by spouse, demonstrating family-level stake in Carter Bankshares.
As a director-level insider, this sale activity warrants monitoring for potential patterns, though a single 1,000-share transaction is relatively routine for executive-level management.

Filed: 2026-04-29

Jane Ann Davis, EVP and Chief Administrative Officer, acquired 1,850 shares of restricted stock on 04/27/2026 with a $0 price, indicating this was a compensation award rather than an open market purchase.
The restricted stock has a 3-year vesting schedule fully vesting on 04/27/2029, which is a standard executive compensation arrangement that aligns management incentives with long-term company performance.
Following this transaction, Davis now beneficially owns 13,984 shares directly, representing a meaningful stake that demonstrates executive confidence in Carter Bankshares' future prospects.
The transaction filing was signed by an attorney-in-fact (Abigail E. McGuire) on 04/29/2026, two days after the transaction date, which is normal administrative processing.

Filed: 2026-04-29

EVP and Director of Regulatory Risk Management Arthur Loran Adams acquired 1,650 shares of CARE common stock on 04/27/2026 at $0 price, indicating a restricted stock award rather than open market purchase.
The restricted stock grant includes a 3-year vesting schedule with full vesting on 04/27/2029, representing compensation alignment with long-term company performance rather than speculative insider trading.
Post-transaction beneficial ownership stands at 13,062 shares directly held, demonstrating meaningful personal investment by a senior regulatory officer in the company.
The transaction was executed through an attorney-in-fact and filed within required timeframes, indicating proper governance and compliance with Section 16 reporting obligations.

Filed: 2026-04-21

Jane Ann Davis, EVP and Chief Administrative Officer, acquired 296 shares of CARE at $24.24 per share on 04/20/2026, bringing her total beneficial ownership to 12,134 shares, indicating modest insider confidence in the stock price.
This appears to be a routine stock acquisition under what may be a Rule 10b5-1 trading plan, as suggested by the Form 4 checkbox, representing a relatively small transaction (~$7,175 total value) not indicative of material insider conviction.
The transaction is relatively minor in scale compared to typical insider trades and does not represent a significant accumulation pattern, limiting its value as a strong positive or negative signal for investors.

Filed: 2026-02-27

The reporting person, Litz H. Van Dyke, who is the Chief Executive Officer and a Director of Carter Bankshares, Inc. (CARE), acquired a total of 12,068 shares of the company's common stock through restricted stock awards on February 25, 2026.
The reporting person also disposed of 1,158 shares of the company's common stock on February 14, 2026, likely for tax withholding purposes.
The net increase in the reporting person's beneficial ownership of CARE shares indicates their confidence in the company's future performance and aligns their interests with those of shareholders.

Filed: 2026-02-27

Wendy S. Bell, the Senior Executive VP and CFO of Carter Bankshares, Inc. (CARE), acquired a total of 5,805 shares of the company's common stock through restricted stock awards on February 25, 2026.
Bell disposed of 554 shares of CARE common stock on February 14, 2026, likely for tax withholding purposes related to the restricted stock awards.
The insider buying activity suggests that Bell has a positive outlook on the company's future and is willing to increase her stake in CARE.

Filed: 2026-02-27

The reporting person, Jane Ann Davis, acquired 1,230 shares of common stock through a restricted stock award, indicating potential confidence in the company's long-term prospects.
The reporting person also disposed of 291 shares of common stock, suggesting some limited profit-taking or liquidity needs.
The reporting person's total beneficial ownership of the company's common stock increased from 11,509 shares to 12,739 shares, which could signal a positive outlook on the company's future performance.

Filed: 2026-02-27

Insider Bradford N. Langs, the President and Chief Strategy Officer, has acquired a significant amount of Carter Bankshares, Inc. (CARE) stock through restricted stock awards, indicating his confidence in the company's future performance.
The reported transactions include the acquisition of 3,689 shares on 02/25/2026 and an additional 4,428 shares on the same date, suggesting Langs' increasing stake in the company.
The vesting schedules of the restricted stock awards, with one-third vesting each year for three years and a three-year cliff vesting, suggest a long-term commitment from the insider.

Filed: 2026-02-27

The reporting person, Tony E. Kallsen, acquired 2,023 shares of Carter Bankshares, Inc. (CARE) through restricted stock awards on February 25, 2026, with a 3-year vesting schedule.
The reporting person also acquired an additional 2,335 shares of CARE through a separate restricted stock award on the same date, with a 3-year cliff vesting period.
The reporting person's total beneficial ownership of CARE common stock increased from 16,261 shares to 20,619 shares following these transactions.

Filed: 2026-02-27

Arthur Loran Adams, an EVP and Director of Regulatory Risk Management at Carter Bankshares, Inc. (CARE), acquired 1,002 shares of common stock through a restricted stock award with a 3-year vesting period.
This insider purchase suggests Adams has a positive outlook on the company's future performance and is willing to increase his equity stake in the organization.
The timing and amount of the transaction indicate it is a routine insider activity, rather than a significant event that would warrant heightened investor attention.

Filed: 2026-02-27

Matthew M. Speare, the SEVP and Chief Operating Officer of Carter Bankshares, Inc., acquired 2,220 shares of the company's common stock through restricted stock awards with a 3-year vesting period, and an additional 3,075 shares with a 3-year cliff vesting period. This indicates the executive's confidence in the company's long-term growth prospects.
The insider buying activity, totaling 5,295 shares, represents a significant increase in Speare's direct beneficial ownership of Carter Bankshares' common stock, which now stands at 27,204 shares.
Insider transactions, particularly large acquisitions of company shares, can signal management's belief in the company's future performance and may be viewed positively by investors.

Other reports for Carter Bankshares, Inc.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.