As of November 6, 2026, Carter Bankshares, Inc. has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on June 24, 2026 (Form 8-K, June 24, 2026).
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Carter Bankshares, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-06-24. Every row below is cited to the filing it comes from, and this page adds each new change as Carter Bankshares, Inc. files it.
Also on the record for Carter Bankshares, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 8, 2026 | Stake report, Schedule 13G/A, by Dimensional Fund Advisors LP | 6.2% of the class | 5%+ stakes | Source |
| August 14, 2026 | Stake report, Schedule 13G/A, by Fourthstone LLC | — | 5%+ stakes | Source |
| July 31, 2026 | Stake report, Schedule 13G/A, by Vanguard Capital Management | 4.95% of the class | 5%+ stakes | Source |
| May 15, 2026 | Stake report, Schedule 13G/A, by Fourthstone LLC | 6.78% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 5.1% of the class | 5%+ stakes | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| February 13, 2026 | Stake report, Schedule 13G, by Fourthstone LLC | 5.6% of the class | 5%+ stakes | Source |
| January 21, 2026 | Stake report, Schedule 13G, by Dimensional Fund Advisors LP | 5.1% of the class | 5%+ stakes | Source |
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More on Carter Bankshares, Inc. and the records around it.
Carter Bankshares, Inc. elsewhere on the record
Companies that share a holder
- Fourthstone LLC also filed stake reports on 43 other companies: AVIDBANK HOLDINGS, INC. (Aug 2026), CF Bankshares Inc. (Aug 2026), Colony Bankcorp Inc (Aug 2026)
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
- Vanguard Capital Management also filed stake reports on 1495 other companies: A10 Networks Inc (Oct 2026), Altisource Portfolio Solutions SA (Oct 2026), Alto Neuroscience Inc (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-06-24 | Reported | not named in the filing | 8-K, 2026-06-24 |
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Reported
The definition of "Cause" was clarified to specifically provide that the officer's breach of the duty of loyalty is a reason to terminate the officer's employment for Cause.
- Each of the Agreements replaces the existing corresponding agreement for each of these officers.
- Employment Agreements Each of the Employment Agreements includes the following changes, in addition to other clarifying and conforming changes consistent with current best practices: Each agreement was updated to reflect the officer's current position and current base salary, providing the current base salary as a base salary floor and to update the term.
- The clawback provision was expanded to include all applicable requirements under law, regulation, or securities exchange listing standard and Company policies and to add each officer's express agreement to comply.
- The gross up provision to cover taxes on automobile allowance was removed.
- The definition of "Cause" was also narrowed to require "willful" action in order to be terminated for Cause due to failure to perform material duties and responsibilities or failure to follow reasonable instructions or policies of the Company.
- The termination and severance provisions were updated to comply with a new Virginia law that impacts noncompetition provisions beginning July 1, 2026, including the addition of one month of severance for any termination not otherwise triggering full severance benefits under the agreement, other than in the event of death, termination for Cause or voluntary termination other than for Good Reason.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.