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Compiled from SEC Form N-PX filings and CARTER BANKSHARES INC.’s Form 8-K, filed May 23, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of May 22, 2024: 14 items on CARTER BANKSHARES INC.’s Form 8-K, filed May 23, 2024: 14 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
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, filed May 23, 2024 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Michael R. Bird | 12,248,023 | -- | -- | 788,585 | 5,974,730 | 94% | Not verified | — |
| Elect Director: Kevin S. Bloomfield | 11,967,356 | -- | -- | 1,069,252 | 5,974,730 | 92% | Not verified | — |
| Elect Director: Robert M. Bolton | 12,278,397 | -- | -- | 758,211 | 5,974,730 | 94% | Not verified | — |
| Elect Director: Gregory W. Feldmann | 11,686,043 | -- | -- | 1,350,565 | 5,974,730 | 90% | Not verified | — |
| Elect Director: James W. Haskins | 11,791,123 | -- | -- | 1,245,485 | 5,974,730 | 90% | Not verified | — |
| Elect Director: Phyllis Q. Karavatakis | 12,081,130 | -- | -- | 955,478 | 5,974,730 | 93% | Not verified | — |
| Elect Director: Jacob A. Lutz, III | 11,946,749 | -- | -- | 1,089,859 | 5,974,730 | 92% | Not verified | — |
| Elect Director: E. Warren Matthews | 11,937,301 | -- | -- | 1,099,307 | 5,974,730 | 92% | Not verified | — |
| Elect Director: Catharine L. Midkiff | 12,197,074 | -- | -- | 839,534 | 5,974,730 | 94% | Not verified | — |
| Elect Director: Curtis E. Stephens | 12,270,462 | -- | -- | 766,146 | 5,974,730 | 94% | Not verified | — |
| Elect Director: Litz H. Van Dyke | 12,070,225 | -- | -- | 966,383 | 5,974,730 | 93% | Not verified | — |
| Elect Director: Elizabeth L. Walsh | 12,156,359 | -- | -- | 880,249 | 5,974,730 | 93% | Not verified | — |
| 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 | -- | -- | 86% | Not verified | — |
| 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 | -- | -- | 98% | Not verified | — |
Source: CARTER BANKSHARES INC., Form 8-K, filed with the SEC on May 23, 2024 — 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 4 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Michael R. Bird
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,883,902 for.
| 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
Description as filed by funds: Election of Directors: Kevin S. Bloomfield
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 92% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,719,284 for, 164,618 withheld.
| 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 | 0 | 85,685 | Withhold |
| EA Series Trust | 0 | 0 | 0 | 71,235 | Withhold |
| 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
Description as filed by funds: Election of Directors: Robert M. Bolton
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,883,902 for.
| 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
Description as filed by funds: Election of Directors: Gregory W. Feldmann
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 90% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,652,231 for, 231,671 withheld.
| 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 | 0 | 85,685 | Withhold |
| EA Series Trust | 0 | 0 | 0 | 71,235 | Withhold |
| 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 | 0 | 35,887 | Withhold |
| Lincoln Financial | 4,005 | 0 | 0 | 19,419 | Mixed |
| 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 | 0 | 10,520 | Withhold |
| 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
Description as filed by funds: Election of Directors: James W. Haskins
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 90% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,624,458 for, 259,444 withheld.
| 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 | 0 | 147,529 | Withhold |
| 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 | 0 | 59,739 | Withhold |
| 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 | 0 | 35,887 | Withhold |
| 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 | 0 | 10,520 | Withhold |
| 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
Description as filed by funds: Election of Directors: Phyllis Q. Karavatakis
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,869,505 for, 14,397 withheld.
| 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 | 0 | 14,397 | Withhold |
| 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
Description as filed by funds: Election of Directors: Jacob A. Lutz, III
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 92% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,719,284 for, 164,618 withheld.
| 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 | 0 | 85,685 | Withhold |
| EA Series Trust | 0 | 0 | 0 | 71,235 | Withhold |
| 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
Description as filed by funds: Election of Directors: E. Warren Matthews
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 92% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,719,215 for, 164,687 withheld.
| 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 | 0 | 85,685 | Withhold |
| EA Series Trust | 0 | 0 | 0 | 71,235 | Withhold |
| 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
Description as filed by funds: Election of Directors: Catharine L. Midkiff
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,883,902 for.
| 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
Description as filed by funds: Election of Directors: Curtis E. Stephens
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,883,902 for.
| 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
Description as filed by funds: Election of Directors: Litz H. Van Dyke
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,878,202 for, 5,700 withheld.
| 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
Description as filed by funds: Election of Directors: Elizabeth L. Walsh
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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 4,883,902 for.
| 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 12 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
Description as filed by funds: To approve, in an advisory and non- binding vote, the compensation of the Company's named executive officers as disclosed in the proxy statement.
CARTER BANKSHARES INC.’s own tally for this item (“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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| 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 | 0 | 313,255 | 0 | 0 | Against |
| 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 |
Fund voting reports, all 50 managers: 4,497,988 for, 385,914 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| AllianceBernstein | 1,189,565 | 0 | 0 | 0 | For |
| Fourthstone LLC | 732,770 | 0 | 0 | 0 | For |
| BlackRock | 621,149 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 480,187 | 0 | 0 | 0 | For |
| Petiole USA ltd | 349,889 | 0 | 0 | 0 | For |
| American Century | 0 | 314,679 | 0 | 0 | Against |
| Northern Trust | 149,357 | 1,241 | 0 | 0 | For |
| Dimensional | 99,496 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 86,780 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 85,685 | 0 | 0 | 0 | For |
| Huber Capital Management LLC | 77,654 | 0 | 0 | 0 | For |
| REGIONS FINANCIAL CORP | 65,000 | 0 | 0 | 0 | For |
| FIRST MANHATTAN CO. LLC. | 60,000 | 0 | 0 | 0 | For |
| Charles Schwab | 59,739 | 0 | 0 | 0 | For |
| Nuveen | 59,506 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 59,165 | 0 | 0 | Against |
| Invesco | 52,115 | 0 | 0 | 0 | For |
| STIFEL NICOLAUS & CO INC \MO\ | 44,412 | 0 | 0 | 0 | For |
| SEI | 37,826 | 0 | 0 | 0 | For |
| STRS OHIO | 36,800 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 31,838 | 0 | 0 | 0 | For |
| Renaissance | 30,166 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 26,870 | 0 | 0 | 0 | For |
| Black Maple Capital Management LP | 23,154 | 0 | 0 | 0 | For |
| CAPTRUST FINANCIAL ADVISORS | 22,946 | 0 | 0 | 0 | For |
Institutional-manager reports, all 99 managers: 4,710,299 for, 402,447 against. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: 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.
CARTER BANKSHARES INC.’s own tally for this item (“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 filed May 23, 2024 (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.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 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 separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 23,015,086 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 5.34% |
| 2 | BlackRock | 3.44% |
| 3 | Dimensional | 2.99% |
| 4 | Fidelity | 1.95% |
| 5 | American Century | 1.36% |
| 6 | AllianceBernstein | 1.31% |
| 7 | ADVISORS SERIES TRUST | 0.67% |
| 8 | Russell Investments | 0.64% |
| 9 | Pacific Life | 0.57% |
| 10 | BRIDGEWAY FUNDS INC | 0.37% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | AllianceBernstein | 5.17% |
| 2 | Fourthstone LLC | 3.18% |
| 3 | BlackRock | 2.70% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.09% |
| 5 | Petiole USA ltd | 1.52% |
| 6 | American Century | 1.37% |
| 7 | Northern Trust | 0.65% |
| 8 | Dimensional | 0.43% |
| 9 | MELLON INVESTMENTS Corp | 0.38% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.37% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| 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 April 30, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 April 30, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At CARTER BANKSHARES INC.'s shareholder meeting held May 22, 2024, 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 1,926 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 on May 23, 2024.
CARTER BANKSHARES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.