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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 | 12,184,489 | -- | -- | 429,552 | 4,569,359 | Majority: yes |
| Elect Director: Kevin S. Bloomfield | 12,235,852 | -- | -- | 378,189 | 4,569,359 | Majority: yes |
| Elect Director: Robert M. Bolton | 12,267,231 | -- | -- | 346,810 | 4,569,359 | Majority: yes |
| Elect Director: Gregory W. Feldmann | 11,765,710 | -- | -- | 848,331 | 4,569,359 | Majority: yes |
| Elect Director: James W. Haskins | 11,878,284 | -- | -- | 735,757 | 4,569,359 | Majority: yes |
| Elect Director: Phyllis Q. Karavatakis | 12,349,880 | -- | -- | 264,161 | 4,569,359 | Majority: yes |
| Elect Director: Jacob A. Lutz, III | 12,170,501 | -- | -- | 443,540 | 4,569,359 | Majority: yes |
| Elect Director: Catharine L. Midkiff | 12,181,980 | -- | -- | 432,061 | 4,569,359 | Majority: yes |
| Elect Director: Curtis E. Stephens | 12,239,156 | -- | -- | 374,885 | 4,569,359 | Majority: yes |
| Elect Director: Litz H. Van Dyke | 12,156,711 | -- | -- | 457,330 | 4,569,359 | Majority: yes |
| Elect Director: Elizabeth L. Walsh | 12,173,513 | -- | -- | 440,528 | 4,569,359 | 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. | 11,748,459 | 695,815 | 169,767 | -- | -- | 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, 2026. | 17,089,948 | 90,529 | 2,923 | -- | -- | Majority: yes |
Source: Carter Bankshares, Inc., Form 8-K — read the filing on EDGAR.
Each item below shows how the 171 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 8 wordings of this item as funds reported it.
94% 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.”): 11,748,459 for, 695,815 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 22,222,010 outstanding shares: 52.9% for, 3% against (56% of the company cast a for/against vote).
The 171 asset managers below cast 97% of the shares they voted on this item FOR (9,835,851 for, 259,256 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,436,939 | 17,140 | 0 | 0 | For |
| Vanguard | 1,292,339 | 1 | 0 | 0 | For |
| American Century | 1,064,837 | 0 | 0 | 0 | For |
| Fourthstone LLC | 892,868 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 511,091 | 0 | 0 | 0 | For |
| Dimensional | 448,670 | 0 | 0 | 0 | For |
| Fidelity | 438,811 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 300,347 | 104,699 | 0 | 0 | For |
| Petiole USA ltd | 381,373 | 0 | 0 | 0 | For |
| MALTESE CAPITAL MANAGEMENT LLC | 369,610 | 0 | 0 | 0 | For |
| Russell Investments | 206,379 | 0 | 0 | 0 | For |
| Northern Trust | 167,577 | 1,121 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 167,108 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| ALGERT GLOBAL LLC | 117,955 | 0 | 0 | 0 | For |
| Charles Schwab | 115,203 | 0 | 0 | 0 | For |
| Goldman Sachs | 98,750 | 0 | 0 | 0 | For |
| Citadel | 93,226 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 76,468 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 72,832 | 0 | 0 | 0 | For |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 70,347 | 0 | 0 | 0 | For |
| Oppenheimer & Close, LLC | 62,500 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 62,066 | 0 | 0 | 0 | For |
Showing the 25 largest of 171 asset managers. See all 171 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Michael R. Bird”): 12,184,489 for, 429,552 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 22,222,010 outstanding shares: 54.8% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,169,887 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,134,938 | 0 | 791 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 90,389 | 0 | Abstain |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Kevin S. Bloomfield”): 12,235,852 for, 378,189 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 22,222,010 outstanding shares: 55% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,257,188 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,133,972 | 0 | 1,757 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Robert M. Bolton”): 12,267,231 for, 346,810 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 22,222,010 outstanding shares: 55% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,259,186 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,133,972 | 0 | 1,757 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 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: Gregory W. Feldmann”): 11,765,710 for, 848,331 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 22,222,010 outstanding shares: 52.9% for, 4% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,025,455 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,134,937 | 0 | 792 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 0 | 102,318 | 0 | Abstain |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 90,389 | 0 | Abstain |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 28,146 | 0 | Abstain |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 10,226 | 0 | Abstain |
Showing the 25 largest of 56 asset managers. See all 56 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: James W. Haskins”): 11,878,284 for, 735,757 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 22,222,010 outstanding shares: 53.5% for, 3% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (3,967,777 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,134,937 | 0 | 792 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 0 | 102,318 | 0 | Abstain |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 90,389 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 57,563 | 0 | Abstain |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 28,146 | 0 | Abstain |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 10,226 | 0 | Abstain |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Phyllis Q. Karavatakis”): 12,349,880 for, 264,161 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 22,222,010 outstanding shares: 56% for, 1% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,261,067 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,135,729 | 0 | 0 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 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: Jacob A. Lutz, III”): 12,170,501 for, 443,540 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 22,222,010 outstanding shares: 54.8% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,259,068 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,135,728 | 0 | 1 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Catharine L. Midkiff”): 12,181,980 for, 432,061 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 22,222,010 outstanding shares: 54.8% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,261,066 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,135,728 | 0 | 1 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Curtis E. Stephens”): 12,239,156 for, 374,885 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 22,222,010 outstanding shares: 55% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,259,068 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,135,728 | 0 | 1 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 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: Litz H. Van Dyke”): 12,156,711 for, 457,330 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 22,222,010 outstanding shares: 54.7% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,261,066 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,135,728 | 0 | 1 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 4 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Carter Bankshares, Inc.’s own tally for this item (“Elect Director: Elizabeth L. Walsh”): 12,173,513 for, 440,528 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 22,222,010 outstanding shares: 54.8% for, 2% withheld (57% of the company cast a for/withheld vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,259,186 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,133,972 | 0 | 1,757 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.4% 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, 2026.”): 17,089,948 for, 90,529 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 22,222,010 outstanding shares: 77% for, 0.5% against (77% of the company cast a for/against vote).
The 56 asset managers below cast 100% of the shares they voted on this item FOR (4,261,067 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,135,729 | 0 | 0 | 0 | For |
| BlackRock | 794,085 | 0 | 0 | 0 | For |
| American Century | 528,875 | 0 | 0 | 0 | For |
| Fidelity | 433,767 | 0 | 0 | 0 | For |
| Dimensional | 345,566 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 134,813 | 0 | 0 | 0 | For |
| Russell Investments | 102,318 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 92,392 | 0 | 0 | 0 | For |
| EA Series Trust | 90,389 | 0 | 0 | 0 | For |
| Charles Schwab | 57,563 | 0 | 0 | 0 | For |
| Equitable | 54,025 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 53,100 | 0 | 0 | 0 | For |
| TIAA | 41,614 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 34,788 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 34,525 | 0 | 0 | 0 | For |
| Lincoln Financial | 33,388 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,314 | 0 | 0 | 0 | For |
| Principal | 29,780 | 0 | 0 | 0 | For |
| SEI | 28,146 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 21,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 18,068 | 0 | 0 | 0 | For |
| Invesco | 15,142 | 0 | 0 | 0 | For |
| Pacific Life | 14,454 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 11,225 | 0 | 0 | 0 | For |
| Global X | 10,226 | 0 | 0 | 0 | For |
Showing the 25 largest of 56 asset managers. See all 56 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 2025-2026 meeting, shown as a share of the 22,222,010 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 6.54% |
| 2 | Vanguard | 5.82% |
| 3 | American Century | 4.79% |
| 4 | Fourthstone LLC | 4.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.30% |
| 6 | Dimensional | 2.02% |
| 7 | Fidelity | 1.97% |
| 8 | KENNEDY CAPITAL MANAGEMENT LLC | 1.82% |
| 9 | Petiole USA ltd | 1.72% |
| 10 | MALTESE CAPITAL MANAGEMENT LLC | 1.66% |
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 | 7.51% | 13F |
| Vanguard Group | 5.80% | 13F |
| Dimensional Fund Advisors | 5.29% | 13F |
| State Street | 2.25% | 13F |
| Goldman Sachs | 1.60% | 13F |
| Northern Trust | 0.79% | 13F |
| Morgan Stanley | 0.57% | 13F |
| Fourthstone LLC | <0.01% | 13G |
Percentages above are of 22,222,010 shares outstanding, as reported by Carter Bankshares, Inc. on its Form 10-Q dated 2026-05-01 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-05-01. 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 2026-05-27, in the 2025-2026 proxy season, 171 asset managers reported how they voted on 13 ballot items in their SEC Form N-PX filings, covering 2,065 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 94% 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 · 2025-2026 (this page).