Carter Bankshares, Inc. (CARE) — Insider Trading

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This analysis covers the filing from 2026-05-12. New 10-K, 10-Q and 8-K filings are analyzed the moment they are released — exclusively in the app.

Earlier Insider Trading filings

Filed: 2026-05-11
  • Director Elizabeth L. Walsh received a gift of 725 shares on 05/08/2026 (transaction code G), representing a non-monetary acquisition with $0 price, indicating a personal wealth transfer rather than market activity.
  • Walsh maintains substantial beneficial ownership across multiple entities totaling approximately 388,565 shares: 4,769 shares via Carriage Square, 367,771 via EASG LLC, 16,000 via Lester Family Holdings, plus 58,028 direct shares, demonstrating significant concentrated insider holdings.
  • The filing shows no direct selling activity by this insider director, which could be viewed as a neutral to slightly positive signal regarding insider confidence, though the gift transaction is non-economically meaningful for sentiment purposes.
  • All reported holdings are beneficially owned indirectly through various entities and family structures, which is common for high-net-worth individuals but limits visibility into actual trading intentions or conviction.
Filed: 2026-05-07
  • 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.
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
  • 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: 2026-04-29
  • 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: 2026-04-21
  • 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, 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
  • 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, 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
  • 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.

Other reports for Carter Bankshares, Inc.

Important Information

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