Sign inStart free

Financials · National Commercial Banks

CARE Carter Bankshares, Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 182957690 filings
Russell 2000
Follow CARE for alertsAsk AI about CARE

CARE at a glance

Carter Bankshares, Inc. (CARE, SEC CIK 1829576) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), Carter Bankshares, Inc. (CARE) reported revenue of $20.3 million (up 4.6% from FY2024) and net income of $31.4 million. Diluted EPS was $1.38.
  • As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Carter Bankshares, Inc. (CARE) shares worth $245.1 million in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by Midkiff Catharine L. on September 11, 2026 of 1,000 shares at $31.25 per share.
  • In the last 90 days, CARE insiders reported 0 open-market purchases ($0) and 3 open-market sales ($169K) on Form 4, a net sale of $169K.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$20.3M
+4.6% vs prior year
Insiders · 90 days
0 buys · 3 sells
Net −$169K
13F holders
28 funds
$245.1M · +0 vs prior quarter
Latest 8-K
Aug 17, 2026
Item 8.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Share repurchases 108,601 shares for $2.9 million, $26.50 weighted average cost
  • $20.0 million 2025 repurchase program fully utilized October 30, 2025
  • FHLB advances repaid during six months ended June 30, 2026

Risk Factors

  • No material changes in risk factors from the December 31, 2025 Form 10-K
  • Carried-forward regulatory risk, including Federal Reserve requirements governing capital actions
  • Share-repurchase liquidity risk, with $7.1 million remaining under the $10.0 million program
  • Market-price risk, with 108,601 shares repurchased at a weighted average $26.50 per share

AI summary of the CARE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Aug 17, 2026Full analysis →

Item 8.01: Other Events

  • Justice Parties’ lawsuit against Carter Bankshares, Carter Bank & Trust, and others voluntarily dismissed with prejudice
  • Dismissal with prejudice generally ends the claims permanently, reducing litigation overhang and potential exposure
Filed Aug 11, 2026Full analysis →

Item 8.01: Other Events

  • Dividend reinvestment plan offers up to 1,000,000 common shares to existing shareholders
  • Participants can reinvest dividends or make additional cash purchases through Computershare
Filed Jul 27, 2026Full analysis →

Item 7.01: Regulation FD Disclosure

  • Reg FD filing contains only forward-looking statement cautionary language, not new operating or financial guidance
  • Key investor risks include CRE concentration, nonperforming assets, credit losses, liquidity, capital, and interest-rate sensitivity

AI summaries of CARE 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for CARE

Don't miss the next CARE filing

  • Alerts as it files. A push when CARE files an 8-K or an insider trades.
  • Fund moves. Which tracked funds opened, added or cut CARE, by share count.
  • Ask anything. An AI agent that reads every CARE filing and answers with sources.
Follow CARE for alertsAsk AI about CARE
Compare plans →

CARE alerts on your phone. Follow it in the SignalX Android app.

Get it on Google Play

Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Midkiff Catharine L.SellSep 11, 2026$31.25
FELDMANN GREGORY WGAug 4, 2026$35.16
Langs Bradford N.SellJul 30, 2026$34.54
Bolton Robert M.SellJul 30, 2026$34.60
Langs Bradford N.AJun 30, 2026-
Adams Arthur LoranAJun 30, 2026-
Bell Wendy S.AJun 30, 2026-
Van Dyke Litz HAJun 30, 2026-
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$17.3M$19.4M$20.3M
Net Income$23.4M$24.5M$31.4M
Net Margin135.4%126.3%154.4%
Balance Sheet
Total Assets$4.5B$4.7B$4.9B
Equity-$384.3M$419.7M
ROE-6.4%7.5%
Per Share
EPS$1.00$1.06$1.38
Cash Flow
Operating CF$46.7M$36.9M$39.9M
CapEx$9.8M$8.1M$8.1M

Source: XBRL data in Carter Bankshares, Inc. (CARE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate CARE share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
CARE shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202628$245.1M
Q1 202628$136.5M
Q4 202526$113.0M
Q3 202527$115.7M
Q2 202527$104.1M
Q1 202522$68.8M
Q4 202418$64.8M
Q3 202414$39.8M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

CARE filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
4Sep 11, 2026--
4Sep 11, 2026--
8-KAug 17, 2026Analysis-
8-KAug 11, 2026Analysis-
10-QAug 6, 2026Analysis
4Aug 5, 2026--
4Jul 30, 2026--
4Jul 30, 2026--
8-KJul 27, 2026Analysis-
8-KJul 23, 2026Analysis-
8-KJul 23, 2026Analysis-
4Jul 2, 2026--
4Jul 2, 2026--
4Jul 2, 2026--
4Jul 2, 2026--
4Jul 2, 2026--
4Jul 2, 2026--
4Jul 2, 2026--
8-KJun 24, 2026Analysis-
8-KMay 29, 2026Analysis
8-KMay 29, 2026Analysis
4May 26, 2026-
4May 12, 2026-
4May 11, 2026-
4May 7, 2026-

Related Financials companies

All Financials →

CARE SEC filings: frequently asked questions

Are CARE insiders buying or selling?

In the last 90 days, Carter Bankshares, Inc. (CARE) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $169,490 by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.

Which institutions hold CARE stock?

As of June 30, 2026, the largest Carter Bankshares, Inc. (CARE) holders among the 13F filers tracked by SignalX were BlackRock ($61.1 million), Dimensional Fund Advisors ($42.7 million), Vanguard Capital Management LLC ($32.5 million), State Street Corp ($31.0 million), Goldman Sachs Group ($12.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was CARE's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Carter Bankshares, Inc. (CARE) reported revenue of $20.3 million (up 4.6% from FY2024) and net income of $31.4 million. Diluted EPS was $1.38. The figures come from the XBRL data in the 10-K.

What did CARE report in its latest 8-K?

Carter Bankshares, Inc. (CARE) filed an 8-K on August 17, 2026 reporting Item 8.01 (Other Events). Justice Parties’ lawsuit against Carter Bankshares, Carter Bank & Trust, and others voluntarily dismissed with prejudice.

What are the latest CARE SEC filings?

Carter Bankshares, Inc. (CARE) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on September 11, 2026.

What is CARE's SEC CIK number?

Carter Bankshares, Inc. (CARE)'s SEC Central Index Key (CIK) is 1829576. EDGAR lists every CARE filing under that number.

Ask anything about CARE

The research agent reads CARE's filings, financials, insider trades and 13F holders, then answers with sources.

Start free