Carter Bank and Trust
Ownership
Ownership Structure
Who owns Carter Bank and Trust (CARE)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 91.7% of the shares are freely tradable; institutional investors hold 59.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.20 | 1,668,818 | -0.6 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 5.42 | 1,256,126 | +6.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.25 | 984,983 | +0.0 | 03/31/2026 |
| American Century Companies Inc | 3.06 | 709,568 | +31.2 | 06/30/2026 |
| Lazard Asset Management LLC | 2.77 | 640,742 | +0.0 | 06/30/2026 |
| Geode Capital Management, LLC | 2.23 | 515,975 | +1.5 | 03/31/2026 |
| State Street Corp | 2.15 | 498,902 | -3.6 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 3.03 | 701,815 | +0.2 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.92 | 676,578 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.57 | 594,952 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Bolton Robert M. | Director | 55,000 | 1,677,500 $ | Jul 30, 2026 | indirect |
| Langs Bradford N. | PRESIDENT, CHIEF STRATEGY OFCR | 33,242 | 1,013,881 $ | Jul 30, 2026 | direct |
| Feldmann Gregory W | Director | 16,921 | 516,091 $ | Aug 4, 2026 | direct |
| Midkiff Catharine L. | Director | 16,856 | 514,108 $ | Sep 11, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Midkiff Catharine L. | Director | Sell | 1,000 | 31.25 | 31,250 |
| Aug 4, 2026 | Feldmann Gregory W | Director | Other | 280 | 35.16 | 9,845 |
| Jul 30, 2026 | Langs Bradford N. | PRESIDENT, CHIEF STRATEGY OFCR | Sell | 2,500 | 34.54 | 86,340 |
| Jul 30, 2026 | Bolton Robert M. | Director | Sell | 1,500 | 34.60 | 51,900 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.