Place it in its market
Seven layers of its region's market — rates, credit, stress, liquidity, regime, breadth and sectors — with historical precedents. Public example: Apple and ASML.
See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 11, 2026Reported sale · Form 4Catharine L. Midkiff · $31.3KOpen the filing ↗
- Aug 17, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Aug 11, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record44213 flagged findings
Reported transactions (Form 4)40since Feb 14, 2026 · and 1 other holding
Corporate events (8-K)6since Mar 19, 2021
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-29bank capital and credit cost contextrecentOpen filing ↗“…differ from current expectations, including as a result of changes in how proceeds from the Portfolio Restructuring are reinvested;…”
- 2026-05-07capital return (buybacks/dividends)recentOpen filing ↗“…received from its HTC investments as a component of other noninterest income on the Consolidated Statements of Income and as a…”
+1 more passage from the same document
- “…Statements of Income and as a component of operating activities on the Consolidated Statements of Cash Flows. As of March…”
- 2026-05-07bank capital and credit cost contextrecentOpen filing ↗“…March 31, 2025, respectively, no material interest income was recognized on nonperforming loans (“NPLs”) subsequent to their…”
+1 more passage from the same document
- “…present activity in the ACL for the periods presented: Three Months Ended March 31, 2026 (Dollars in Thousands) Commercial Real…”
- 2026-05-01bank capital and credit cost contextrecentOpen filing ↗“…and other factors that could cause actual results and trends to differ materially from those made, projected, or implied in or…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 442)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 8, 26SCHEDULE 13G/A ↗Passive stake · Dimensional Fund Advisors LP · 6.2% · event on Sep 30, 26 · amendment
- Sep 11, 26Form 4/A ↗Insider transaction · amendment
- Sep 11, 26Form 4 ↗Insider transaction
- Aug 17, 268-K ↗Current report · Other events
- Aug 14, 26SCHEDULE 13G/A ↗Passive stake · amendment
- Aug 11, 268-K ↗Current report · Other events
- Aug 11, 26S-3D ↗Securities offering
- Aug 6, 2610-Q ↗Quarterly report
- Aug 5, 26Form 4 ↗Insider transaction
- Jul 31, 26SCHEDULE 13G/A ↗Passive stake · Vanguard Capital Management · 5.0% · event on Jun 30, 26 · amendment
- Jul 27, 268-K ↗Current report · Communication to the market
- Jul 23, 268-K ↗Current report · Other events
- Jul 23, 268-K ↗Current report · Results
Insider transaction · 7 Form 4 filingsshow all 7hide
- Jun 24, 268-K ↗Current report · A senior executive left or was appointed
- May 29, 268-K ↗Current report · Communication to the market
- May 29, 268-K ↗Current report · Shareholder vote results
442 filings on record, the oldest from Nov 23, 20.
Listing the 25 most recent filings of the 442 on record.
6
6 senior executive changes2021 – 2026show all 6hide
- Jun 24, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 18, 25A senior executive left or was appointed8-K 5.02 ↗
- Mar 14, 23A senior executive left or was appointed8-K/A 5.02 ↗
- Mar 13, 23A senior executive left or was appointed8-K 5.02 ↗
- Mar 24, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 19, 21A senior executive left or was appointed8-K 5.02 ↗
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Fourthstone LLC6.8%Mar 31, 26SCHEDULE 13G/A ↗6 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- Dimensional Fund Advisors LP6.2%Sep 30, 26SCHEDULE 13G/A ↗1 earlier filing
- Vanguard Capital Management5.0%Jun 30, 26SCHEDULE 13G/A ↗1 earlier filing
- AllianceBernstein L.P.3.9%Sep 30, 24SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Stock compensation, tax and giftsshow the 34 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Aug 4, 26Gift$10KGREGORY W FELDMANN↗
- Jun 30, 26Compensationamount n/aDyke Litz H VanCHIEF EXECUTIVE OFFICER↗
- Jun 30, 26Compensationamount n/aTony E KallsenSEVP, CHIEF CREDIT OFFICER↗
- Jun 30, 26Compensationamount n/aJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- Jun 30, 26Compensationamount n/aWendy S. BellSENIOR EXECUTIVE VP, CFO↗
- Jun 30, 26Compensationamount n/aBradford N. LangsPRESIDENT, CHIEF STRATEGY OFCR↗
- Jun 30, 26Compensationamount n/aArthur Loran AdamsEVP, DIRECTOR OF REG RISK MNGT↗
- Jun 30, 26Compensationamount n/aMatthew M. SpeareSEVP, CHIEF OPERATING OFFICER↗
- May 21, 26Tax$7KJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- May 8, 26Giftamount n/aElizabeth L. Walsh↗
- Apr 27, 26Compensationamount n/aJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- Apr 27, 26Compensationamount n/aArthur Loran AdamsEVP, DIRECTOR OF REG RISK MNGT↗
- Apr 20, 26Tax$7KJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- Mar 4, 26Tax$17KDyke Litz H VanCHIEF EXECUTIVE OFFICER↗
- Mar 4, 26Tax$6KJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- Mar 4, 26Tax$9KWendy S. BellSENIOR EXECUTIVE VP, CFO↗
- Mar 4, 26Tax$13KBradford N. LangsPRESIDENT, CHIEF STRATEGY OFCR↗
- Mar 4, 26Tax$9KMatthew M. SpeareSEVP, CHIEF OPERATING OFFICER↗
- Feb 25, 26Compensationamount n/aDyke Litz H VanCHIEF EXECUTIVE OFFICER↗
- Feb 25, 26Compensationamount n/aDyke Litz H VanCHIEF EXECUTIVE OFFICER↗
- Feb 25, 26Compensationamount n/aTony E KallsenSEVP, CHIEF CREDIT OFFICER↗
- Feb 25, 26Compensationamount n/aTony E KallsenSEVP, CHIEF CREDIT OFFICER↗
- Feb 25, 26Compensationamount n/aJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- Feb 25, 26Compensationamount n/aWendy S. BellSENIOR EXECUTIVE VP, CFO↗
- Feb 25, 26Compensationamount n/aWendy S. BellSENIOR EXECUTIVE VP, CFO↗
- Feb 25, 26Compensationamount n/aBradford N. LangsPRESIDENT, CHIEF STRATEGY OFCR↗
- Feb 25, 26Compensationamount n/aBradford N. LangsPRESIDENT, CHIEF STRATEGY OFCR↗
- Feb 25, 26Compensationamount n/aArthur Loran AdamsEVP, DIRECTOR OF REG RISK MNGT↗
- Feb 25, 26Compensationamount n/aMatthew M. SpeareSEVP, CHIEF OPERATING OFFICER↗
- Feb 25, 26Compensationamount n/aMatthew M. SpeareSEVP, CHIEF OPERATING OFFICER↗
- Feb 14, 26Tax$25KDyke Litz H VanCHIEF EXECUTIVE OFFICER↗
- Feb 14, 26Tax$8KTony E KallsenSEVP, CHIEF CREDIT OFFICER↗
- Feb 14, 26Tax$6KJane Ann DavisEVP, CHIEF ADMIN. OFFICER↗
- Feb 14, 26Tax$12KWendy S. BellSENIOR EXECUTIVE VP, CFO↗
The full record holds 178 transactions and goes back to Jan 17, 23.
Its sector and its market
Carter Bankshares, Inc. among Financials companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
Browse its neighbours
Other Financials companies
- Capital City Bank Group Inc. CCBG
- Capital One Financial Corporation COF
- Capital Southwest Corporation CSWC
- Capitol Federal Financial, Inc. CFFN
- Carlyle Secured Lending, Inc. CGBD
- Catalyst Bancorp Inc. CLST
- Cathay General Bancorp CATY
- CB Financial Services, Inc. CBFV
- Cboe Global Markets, Inc. C67
- Cembra Money Bank AG CMBN
With an account you also get
- The four engines — growth, trend, risk and context — each with its word and its score.
- The risk band and the sector phase.
- The company's fundamentals and accounts.
- Watchlist: your list of companies, with the «since you follow it» figure.
The research continues
The profile tells the story. The market sets the scene.
From Carter Bankshares, Inc., the path continues in the other areas. Each one is shown with its own example, named in its step.
See what deserves a closer look
Every morning Radar screens the covered companies through a lens and explains why each candidate made the list. Public example: the lists from Aug 11, 2026.
See how Radar works →Keep the why
Follow Carter Bankshares, Inc. in the Watchlist and review what changed since you added it: context, notices and filings. Written theses are coming soon. Public example: Apple.
See an example review →
Coverage
What sits behind this page.
Where each figure comes from and how far it reaches.
- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 442 documents on file, from Nov 23, 2020 to Oct 8, 2026.
- Company description
- No description available.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
Start at your own pace
Explore first. Go deeper with access.
Every company's public profile is open. The full reading — context, Radar, watchlist — is inside, in an invitation-only beta.
Compare plans →- No account
This profile for every company we cover: closing prices with the record's facts on the curve, the SEC file in plain language, insider trades included, and links to its sector and exchange.
- Pro
What matters today, with its reason, is free with an account. Pro adds, in the profile, each company's notices and their explanation and the analysis of its insiders; in Radar, all the lenses, which notice each candidate carries, filters by notice type and «no dilution», and the cycle cohort filter; and in Watchlist, more companies and notice changes with their reason.
- Pro+
Adds the Lab: test a hypothesis on comparable cohorts before reusing it; and bring your lenses to Radar.
Are the prices real time?
No. It is one close per session, from the provider and with the date shown on the profile; it does not update during the trading day.
Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
Before forming a view on a company,
read what is on record.
One close per session. The record in plain language. Its sector and its market one link away. Your judgment when deciding.