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Carter Bankshares (CARE) SEC Filings, Jul-Oct 2025

CARE NASDAQ

Carter Bankshares, Inc. filings document the company’s role as the holding company for Carter Bank, its CARE common stock listed on the Nasdaq Global Select Market, and recurring bank disclosures on results of operations, financial condition, investor presentations, capital returns, and asset quality. Form 8-K reports cover quarterly results, Regulation FD presentations, dividend actions, completed loan and asset sales, and other material events.

Proxy materials disclose board matters, executive compensation, equity awards, shareholder voting items, and governance practices. The filings also address bank-specific disclosures tied to credit performance, liquidity, capital levels, regulatory oversight, loan portfolio composition, and forward-looking statements used in financial and strategic reporting.

Rhea-AI Summary

Carter Bankshares, Inc. furnished a Form 8-K to report that it has announced its financial results for the three and nine months ended September 30, 2025. The detailed numbers and commentary are provided in a press release attached as Exhibit 99.1, which contains the full third quarter 2025 financial results.

The filing also includes an extensive forward-looking statements disclaimer. It explains that future results can be affected by factors such as interest rates, credit quality, commercial real estate exposure, cybersecurity risks, economic conditions, regulatory actions and the outcomes of litigation. The company emphasizes that these statements are based on current assumptions and may differ materially from actual results, and it does not undertake to update them except as required by law.

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Matthew M. Speare, SEVP and Chief Operating Officer of Carter Bankshares, Inc. (CARE), reported a sale of 13,550 shares of the issuer's common stock on 09/10/2025 at a reported price of $19.8341 per share. After the transaction, the reporting person beneficially owned 21,909 shares. The Form 4 was submitted by one reporting person and signed by an attorney-in-fact.

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Wendy S. Bell, Senior Executive Vice President and Chief Financial Officer of Carter Bankshares, Inc. (CARE), reported transactions dated 08/26/2025. The filing shows a sale of 250 common shares at $19.54 per share. A separate entry records 100 shares transferred with a $0 price to Jessica Bell DiGiorgio, and an explanatory note states these shares no longer have pecuniary interest due to Jessica no longer being in the household and were disposed into Jessica Bell DiGiorgio’s name only. The form was signed by an attorney-in-fact.

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Catharine L. Midkiff, a director of Carter Bankshares (CARE), reported a sale of 2,000 shares of common stock on 07/30/2025 at approximately $17.76 per share, leaving her with 16,054 shares beneficially owned. The filing notes that 200 of the sold shares matched a purchase on 06/02/2025, producing $258 in short-swing profits that the reporting person voluntarily disgorged to the issuer.

The explanation states the matched sale was inadvertently within six months of the earlier acquisition to the extent of 200 shares and that the reporting person has remedied the matter by returning the realized profits to the company. The Form 4 is signed by an attorney-in-fact.

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Carter Bankshares disclosed that Chief Executive Officer Litz H. Van Dyke shared a letter with employees informing them of a recent medical update. The company furnished that letter as Exhibit 99.1 under a Regulation FD disclosure. The filing contains no financial metrics, operating details, transaction information, or statements about changes to leadership, succession plans, or business operations. The report is signed on the company’s behalf by Chief Financial Officer Wendy S. Bell. The 8-K therefore communicates the CEO’s employee-facing medical update without providing any information about material impacts to the company’s financial position or operations.

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Carter Bankshares (CARE) director James W. Haskins reported an open-market sale of 2,000 common shares on 07/28/2025 at $17.84 each.

  • Gross proceeds: ≈$35,680.
  • Post-sale holdings: 61,900 shares held directly and 1,751 shares held indirectly through his spouse.
  • No derivative securities were reported.

The filing signals a modest reduction in insider ownership but the director retains a sizeable stake, maintaining alignment with shareholders.

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FAQ

How many Carter Bankshares (CARE) SEC filings are available on StockTitan?

StockTitan tracks 80 SEC filings for Carter Bankshares (CARE), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Carter Bankshares (CARE)?

The most recent SEC filing for Carter Bankshares (CARE) was filed on October 23, 2025.