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Compiled from SEC Form N-PX filings and CARTER BANKSHARES INC.’s Form 8-K (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore CARTER BANKSHARES INC. in the interactive database Compare manager voting policies
These tallies are CARTER BANKSHARES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Michael R. Bird | 12,248,023 | -- | -- | 788,585 | 5,974,730 | Majority: yes |
| Elect Director: Kevin S. Bloomfield | 11,967,356 | -- | -- | 1,069,252 | 5,974,730 | Majority: yes |
| Elect Director: Robert M. Bolton | 12,278,397 | -- | -- | 758,211 | 5,974,730 | Majority: yes |
| Elect Director: Gregory W. Feldmann | 11,686,043 | -- | -- | 1,350,565 | 5,974,730 | Majority: yes |
| Elect Director: James W. Haskins | 11,791,123 | -- | -- | 1,245,485 | 5,974,730 | Majority: yes |
| Elect Director: Phyllis Q. Karavatakis | 12,081,130 | -- | -- | 955,478 | 5,974,730 | Majority: yes |
| Elect Director: Jacob A. Lutz, III | 11,946,749 | -- | -- | 1,089,859 | 5,974,730 | Majority: yes |
| Elect Director: E. Warren Matthews | 11,937,301 | -- | -- | 1,099,307 | 5,974,730 | Majority: yes |
| Elect Director: Catharine L. Midkiff | 12,197,074 | -- | -- | 839,534 | 5,974,730 | Majority: yes |
| Elect Director: Curtis E. Stephens | 12,270,462 | -- | -- | 766,146 | 5,974,730 | Majority: yes |
| Elect Director: Litz H. Van Dyke | 12,070,225 | -- | -- | 966,383 | 5,974,730 | Majority: yes |
| Elect Director: Elizabeth L. Walsh | 12,156,359 | -- | -- | 880,249 | 5,974,730 | Majority: yes |
| Proposal #2 To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as disclosed in the proxy statement. | 11,055,873 | 1,789,635 | 191,100 | -- | -- | Majority: yes |
| Proposal #3 To ratify the appointment of the independent registered public accounting firm of Crowe LLP as the independent auditors of the Company for the fiscal year ending December 31, 2024. | 18,155,934 | 400,137 | 455,267 | -- | -- | Majority: yes |
Source: CARTER BANKSHARES INC., Form 8-K — read the filing on EDGAR.
Each item below shows how the 133 asset managers that disclosed a CARTER BANKSHARES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 12 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Proposal #2 To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as disclosed in the proxy statement.”): 11,055,873 for, 1,789,635 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 48.0% for, 8% against (56% of the company cast a for/against vote).
The 133 asset managers below cast 92% of the shares they voted on this item FOR (9,204,787 for, 788,361 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| AllianceBernstein | 1,491,350 | 0 | 0 | 0 | For |
| BlackRock | 1,412,049 | 0 | 0 | 0 | For |
| Vanguard | 1,247,941 | 0 | 0 | 0 | For |
| Dimensional | 788,619 | 0 | 0 | 0 | For |
| Fourthstone LLC | 732,770 | 0 | 0 | 0 | For |
| American Century | 0 | 627,934 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 480,187 | 0 | 0 | 0 | For |
| Fidelity | 452,462 | 0 | 0 | 0 | For |
| Petiole USA ltd | 349,889 | 0 | 0 | 0 | For |
| Northern Trust | 158,576 | 1,241 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| Charles Schwab | 119,478 | 0 | 0 | 0 | For |
| Invesco | 96,513 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 86,780 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 85,685 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| Huber Capital Management LLC | 77,654 | 0 | 0 | 0 | For |
| SEI | 73,713 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 71,235 | 0 | 0 | Against |
| REGIONS FINANCIAL CORP | 65,000 | 0 | 0 | 0 | For |
| TIAA | 60,684 | 0 | 0 | 0 | For |
| FIRST MANHATTAN CO. LLC. | 60,000 | 0 | 0 | 0 | For |
| Nuveen | 59,506 | 0 | 0 | 0 | For |
Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Michael R. Bird”): 12,248,023 for, 788,585 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 53.2% for, 3% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,883,902 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Kevin S. Bloomfield”): 11,967,356 for, 1,069,252 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 52.0% for, 5% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,719,284 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 85,685 | 0 | Abstain |
| EA Series Trust | 0 | 0 | 71,235 | 0 | Abstain |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Robert M. Bolton”): 12,278,397 for, 758,211 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 53.3% for, 3% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,883,902 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Gregory W. Feldmann”): 11,686,043 for, 1,350,565 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 50.8% for, 6% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,652,231 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 85,685 | 0 | Abstain |
| EA Series Trust | 0 | 0 | 71,235 | 0 | Abstain |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 35,887 | 0 | Abstain |
| Lincoln Financial | 4,005 | 0 | 19,419 | 0 | Abstain |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 10,520 | 0 | Abstain |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: James W. Haskins”): 11,791,123 for, 1,245,485 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 51.2% for, 5% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,624,458 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 0 | 147,529 | 0 | Abstain |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 59,739 | 0 | Abstain |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 35,887 | 0 | Abstain |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 10,520 | 0 | Abstain |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Phyllis Q. Karavatakis”): 12,081,130 for, 955,478 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 52.5% for, 4% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,869,505 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 14,397 | 0 | Abstain |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Jacob A. Lutz, III”): 11,946,749 for, 1,089,859 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 51.9% for, 5% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,719,284 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 85,685 | 0 | Abstain |
| EA Series Trust | 0 | 0 | 71,235 | 0 | Abstain |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: E. Warren Matthews”): 11,937,301 for, 1,099,307 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 51.9% for, 5% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,719,215 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 85,685 | 0 | Abstain |
| EA Series Trust | 0 | 0 | 71,235 | 0 | Abstain |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Catharine L. Midkiff”): 12,197,074 for, 839,534 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 53.0% for, 4% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,883,902 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Curtis E. Stephens”): 12,270,462 for, 766,146 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 53.3% for, 3% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,883,902 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Litz H. Van Dyke”): 12,070,225 for, 966,383 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 52.4% for, 4% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,878,202 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 4 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Elizabeth L. Walsh”): 12,156,359 for, 880,249 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 52.8% for, 4% withheld (57% of the company cast a for/withheld vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (4,883,902 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 71,235 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Proposal #3 To ratify the appointment of the independent registered public accounting firm of Crowe LLP as the independent auditors of the Company for the fiscal year ending December 31, 2024.”): 18,155,934 for, 400,137 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 23,015,086 outstanding shares: 79% for, 2% against (81% of the company cast a for/against vote).
The 50 asset managers below cast 99% of the shares they voted on this item FOR (4,812,667 for, 71,235 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,229,159 | 0 | 0 | 0 | For |
| BlackRock | 790,900 | 0 | 0 | 0 | For |
| Dimensional | 689,123 | 0 | 0 | 0 | For |
| Fidelity | 448,373 | 0 | 0 | 0 | For |
| American Century | 313,255 | 0 | 0 | 0 | For |
| AllianceBernstein | 301,785 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 154,579 | 0 | 0 | 0 | For |
| Russell Investments | 147,529 | 0 | 0 | 0 | For |
| Pacific Life | 132,280 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 85,685 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 71,235 | 0 | 0 | Against |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| TIAA | 58,965 | 0 | 0 | 0 | For |
| Equitable | 52,769 | 0 | 0 | 0 | For |
| Invesco | 44,398 | 0 | 0 | 0 | For |
| MassMutual | 41,785 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,550 | 0 | 0 | 0 | For |
| SEI | 35,887 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,424 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| WisdomTree | 14,397 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,186 | 0 | 0 | 0 | For |
| First Trust | 10,935 | 0 | 0 | 0 | For |
| Global X | 10,520 | 0 | 0 | 0 | For |
| John Hancock | 10,135 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Ranked by the number of CARTER BANKSHARES INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 23,015,086 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | AllianceBernstein | 6.48% |
| 2 | BlackRock | 6.14% |
| 3 | Vanguard | 5.42% |
| 4 | Dimensional | 3.43% |
| 5 | Fourthstone LLC | 3.18% |
| 6 | American Century | 2.73% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.09% |
| 8 | Fidelity | 1.97% |
| 9 | Petiole USA ltd | 1.52% |
| 10 | Northern Trust | 0.69% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 7.32% | 13F |
| Vanguard Group | 5.58% | 13F |
| Dimensional Fund Advisors | 3.55% | 13F |
| Geode Capital | 2.10% | 13F |
| State Street | 2.07% | 13F |
| Goldman Sachs | 1.18% | 13F |
| Northern Trust | 0.87% | 13F |
| Morgan Stanley | 0.76% | 13F |
| BNY Mellon | 0.37% | 13F |
| Invesco | 0.30% | 13F |
Percentages above are of 23,015,086 shares outstanding, as reported by CARTER BANKSHARES INC. on its Form 10-Q dated 2024-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CARTER BANKSHARES INC.’s 10-Q dated 2024-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At CARTER BANKSHARES INC.'s shareholder meeting held 2024-05-22, in the 2023-2024 proxy season, 133 asset managers reported how they voted on 14 ballot items in their SEC Form N-PX filings, covering 1,925 separate fund positions. On the most widely held item on that ballot — To approve, in an advisory and non- binding vote, the compensation of the Company's named… — FOR was 86% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CARTER BANKSHARES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission (filing date not recorded for this item).
CARTER BANKSHARES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.