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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 | 13,174,600 | -- | -- | 549,985 | 5,465,075 | Majority: yes |
| Elect Director: Kevin S. Bloomfield | 13,040,275 | -- | -- | 684,310 | 5,465,075 | Majority: yes |
| Elect Director: Robert M. Bolton | 13,239,569 | -- | -- | 485,016 | 5,465,075 | Majority: yes |
| Elect Director: Gregory W. Feldmann | 12,616,617 | -- | -- | 1,107,968 | 5,465,075 | Majority: yes |
| Elect Director: James W. Haskins | 12,675,868 | -- | -- | 1,048,717 | 5,465,075 | Majority: yes |
| Elect Director: Phyllis Q. Karavatakis | 13,138,156 | -- | -- | 586,429 | 5,465,075 | Majority: yes |
| Elect Director: Jacob A. Lutz, III | 12,927,624 | -- | -- | 796,961 | 5,465,075 | Majority: yes |
| Elect Director: Catharine L. Midkiff | 13,233,479 | -- | -- | 491,106 | 5,465,075 | Majority: yes |
| Elect Director: Curtis E. Stephens | 13,234,385 | -- | -- | 490,200 | 5,465,075 | Majority: yes |
| Elect Director: Litz H. Van Dyke | 13,093,626 | -- | -- | 630,959 | 5,465,075 | Majority: yes |
| Elect Director: Elizabeth L. Walsh | 13,227,869 | -- | -- | 496,716 | 5,465,075 | 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. | 12,652,456 | 1,006,697 | 65,432 | -- | -- | 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, 2025. | 18,824,437 | 346,624 | 18,599 | -- | -- | Majority: yes |
Source: CARTER BANKSHARES INC., Form 8-K — read the filing on EDGAR.
Each item below shows how the 161 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.
Meeting held 2025-05-28.
Combines 12 wordings of this item as funds reported it.
93% 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.”): 12,652,456 for, 1,006,697 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 23,159,013 outstanding shares: 54.6% for, 4% against (59% of the company cast a for/against vote).
The 158 asset managers below cast 96% of the shares they voted on this item FOR (9,961,738 for, 439,676 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,641,532 | 2,611 | 0 | 0 | For |
| Vanguard | 1,295,211 | 0 | 0 | 0 | For |
| Dimensional | 744,652 | 0 | 0 | 0 | For |
| American Century | 664,452 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 533,402 | 0 | 0 | 0 | For |
| State Street | 486,755 | 1,411 | 0 | 0 | For |
| Fidelity | 474,322 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 280,775 | 87,312 | 0 | 0 | For |
| Petiole USA ltd | 349,889 | 0 | 0 | 0 | For |
| Fourthstone LLC | 304,007 | 0 | 0 | 0 | For |
| MALTESE CAPITAL MANAGEMENT LLC | 296,196 | 0 | 0 | 0 | For |
| Russell Investments | 246,026 | 0 | 0 | 0 | For |
| Northern Trust | 180,339 | 1,241 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 156,540 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Charles Schwab | 131,300 | 0 | 0 | 0 | For |
| SEI | 125,448 | 0 | 0 | 0 | For |
| Citadel | 122,386 | 0 | 0 | 0 | For |
| Two Sigma | 103,334 | 0 | 0 | 0 | For |
| EJF Capital LLC | 95,961 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| Nuveen | 82,319 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 74,248 | 0 | 0 | 0 | For |
| Huber Capital Management LLC | 67,254 | 0 | 0 | 0 | For |
Showing the 25 largest of 158 asset managers. See all 158 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Catharine L. Midkiff”): 13,233,479 for, 491,106 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 23,159,013 outstanding shares: 57% for, 2% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,876,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Curtis E. Stephens”): 13,234,385 for, 490,200 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 23,159,013 outstanding shares: 57% for, 2% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,876,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Elizabeth L. Walsh”): 13,227,869 for, 496,716 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 23,159,013 outstanding shares: 57% for, 2% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,876,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 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: Gregory W. Feldmann”): 12,616,617 for, 1,107,968 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 23,159,013 outstanding shares: 54.5% for, 5% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,578,246 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 0 | 123,013 | 0 | Abstain |
| EA Series Trust | 0 | 0 | 92,425 | 0 | Abstain |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 61,756 | 0 | Abstain |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 2 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: Jacob A. Lutz, III”): 12,927,624 for, 796,961 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 23,159,013 outstanding shares: 56% for, 3% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,776,651 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 92,425 | 0 | Abstain |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 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: James W. Haskins”): 12,675,868 for, 1,048,717 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 23,159,013 outstanding shares: 54.7% for, 5% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,597,101 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 0 | 123,013 | 0 | Abstain |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 65,650 | 0 | Abstain |
| SEI | 0 | 0 | 61,756 | 0 | Abstain |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Kevin S. Bloomfield”): 13,040,275 for, 684,310 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 23,159,013 outstanding shares: 56% for, 3% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,776,651 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 92,425 | 0 | Abstain |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Litz H. Van Dyke”): 13,093,626 for, 630,959 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 23,159,013 outstanding shares: 57% for, 3% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,863,245 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 2 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Michael R. Bird”): 13,174,600 for, 549,985 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 23,159,013 outstanding shares: 57% for, 2% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,876,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Phyllis Q. Karavatakis”): 13,138,156 for, 586,429 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 23,159,013 outstanding shares: 57% for, 3% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,876,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
Combines 3 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
CARTER BANKSHARES INC.’s own tally for this item (“Elect Director: Robert M. Bolton”): 13,239,569 for, 485,016 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 23,159,013 outstanding shares: 57% for, 2% withheld (59% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,876,774 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-28.
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, 2025.”): 18,824,437 for, 346,624 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 23,159,013 outstanding shares: 81% for, 1% against (83% of the company cast a for/against vote).
The 60 asset managers below cast 98% of the shares they voted on this item FOR (4,784,349 for, 92,425 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,276,423 | 0 | 0 | 0 | For |
| BlackRock | 966,144 | 0 | 0 | 0 | For |
| Dimensional | 636,493 | 0 | 0 | 0 | For |
| Fidelity | 470,664 | 0 | 0 | 0 | For |
| American Century | 328,724 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 92,425 | 0 | 0 | Against |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 61,756 | 0 | 0 | 0 | For |
| Equitable | 61,015 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 60,485 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 39,219 | 0 | 0 | 0 | For |
| Lincoln Financial | 35,588 | 0 | 0 | 0 | For |
| Principal | 29,600 | 0 | 0 | 0 | For |
| Invesco | 26,337 | 0 | 0 | 0 | For |
| Nationwide | 25,057 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 24,100 | 0 | 0 | 0 | For |
| TARGET PORTFOLIO TRUST | 22,400 | 0 | 0 | 0 | For |
| FINANCIAL INVESTORS TRUST | 22,070 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 19,117 | 0 | 0 | 0 | For |
| Pacific Life | 18,077 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2024-05-22 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 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 23,159,013 outstanding shares: 47.7% for, 8% against (55% of the company cast a for/against vote).
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 1,160 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 1,160 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of CARTER BANKSHARES INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 23,159,013 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 7.10% |
| 2 | Vanguard | 5.59% |
| 3 | Dimensional | 3.22% |
| 4 | American Century | 2.87% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.30% |
| 6 | State Street | 2.11% |
| 7 | Fidelity | 2.05% |
| 8 | KENNEDY CAPITAL MANAGEMENT LLC | 1.59% |
| 9 | Petiole USA ltd | 1.51% |
| 10 | Fourthstone LLC | 1.31% |
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 | 7.61% | 13F |
| Fourthstone LLC | 6.49% | 13G |
| Vanguard Group | 5.58% | 13F |
| Dimensional Fund Advisors | 4.56% | 13F |
| State Street | 2.20% | 13F |
| Goldman Sachs | 0.91% | 13F |
| Northern Trust | 0.82% | 13F |
| Morgan Stanley | 0.76% | 13F |
| Nuveen | 0.57% | 13F |
Percentages above are of 23,159,013 shares outstanding, as reported by CARTER BANKSHARES INC. on its Form 10-Q dated 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 2025-04-30. 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 2025-05-28, in the 2024-2025 proxy season, 161 asset managers reported how they voted on 14 ballot items in their SEC Form N-PX filings, covering 1,987 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 93% 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 · 2024-2025 (this page) · 2025-2026.