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Compiled from SEC Form N-PX filings and CARTER BANKSHARES INC.’s Form 8-K, filed May 29, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of May 28, 2025: 13 items on CARTER BANKSHARES INC.’s Form 8-K, filed May 29, 2025: 13 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 29, 2025 (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 | 13,174,600 | -- | -- | 549,985 | 5,465,075 | 96% | Not verified | — |
| Elect Director: Kevin S. Bloomfield | 13,040,275 | -- | -- | 684,310 | 5,465,075 | 95% | Not verified | — |
| Elect Director: Robert M. Bolton | 13,239,569 | -- | -- | 485,016 | 5,465,075 | 96% | Not verified | — |
| Elect Director: Gregory W. Feldmann | 12,616,617 | -- | -- | 1,107,968 | 5,465,075 | 92% | Not verified | — |
| Elect Director: James W. Haskins | 12,675,868 | -- | -- | 1,048,717 | 5,465,075 | 92% | Not verified | — |
| Elect Director: Phyllis Q. Karavatakis | 13,138,156 | -- | -- | 586,429 | 5,465,075 | 96% | Not verified | — |
| Elect Director: Jacob A. Lutz, III | 12,927,624 | -- | -- | 796,961 | 5,465,075 | 94% | Not verified | — |
| Elect Director: Catharine L. Midkiff | 13,233,479 | -- | -- | 491,106 | 5,465,075 | 96% | Not verified | — |
| Elect Director: Curtis E. Stephens | 13,234,385 | -- | -- | 490,200 | 5,465,075 | 96% | Not verified | — |
| Elect Director: Litz H. Van Dyke | 13,093,626 | -- | -- | 630,959 | 5,465,075 | 95% | Not verified | — |
| Elect Director: Elizabeth L. Walsh | 13,227,869 | -- | -- | 496,716 | 5,465,075 | 96% | 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 | 12,652,456 | 1,006,697 | 65,432 | -- | -- | 93% | 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, 2025 | 18,824,437 | 346,624 | 18,599 | -- | -- | 98% | Not verified | — |
Source: CARTER BANKSHARES INC., Form 8-K, filed with the SEC on May 29, 2025 — read the filing on EDGAR.
Each item below shows how the 160 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 3 wordings of this item as funds reported it.
96% 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”): 13,233,479 for, 491,106 withheld, per its Form 8-K filed May 29, 2025 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,877,485 for.
| 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.
Combines 3 wordings of this item as funds reported it.
96% 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”): 13,234,385 for, 490,200 withheld, per its Form 8-K filed May 29, 2025 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,877,485 for.
| 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.
Combines 3 wordings of this item as funds reported it.
96% 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”): 13,227,869 for, 496,716 withheld, per its Form 8-K filed May 29, 2025 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,877,485 for.
| 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.
Combines 3 wordings of this item as funds reported it.
92% 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”): 12,616,617 for, 1,107,968 withheld, per its Form 8-K filed May 29, 2025 (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 60 asset managers below reported 4,578,957 for, 298,528 withheld.
| 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 | 0 | 123,013 | Withhold |
| EA Series Trust | 0 | 0 | 0 | 92,425 | Withhold |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 0 | 0 | 0 | 61,756 | Withhold |
| 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.
Combines 2 wordings of this item as funds reported it.
94% 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”): 12,927,624 for, 796,961 withheld, per its Form 8-K filed May 29, 2025 (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 60 asset managers below reported 4,777,362 for, 100,123 withheld.
| 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 | 0 | 92,425 | Withhold |
| 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.
Combines 3 wordings of this item as funds reported it.
92% 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”): 12,675,868 for, 1,048,717 withheld, per its Form 8-K filed May 29, 2025 (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 60 asset managers below reported 4,597,812 for, 279,673 withheld.
| 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 | 0 | 123,013 | Withhold |
| EA Series Trust | 92,425 | 0 | 0 | 0 | For |
| TIAA | 81,778 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 65,650 | Withhold |
| SEI | 0 | 0 | 0 | 61,756 | Withhold |
| 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.
Combines 3 wordings of this item as funds reported it.
95% 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”): 13,040,275 for, 684,310 withheld, per its Form 8-K filed May 29, 2025 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,777,362 for, 100,123 withheld.
| 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 | 0 | 92,425 | Withhold |
| 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.
Combines 2 wordings of this item as funds reported it.
95% 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”): 13,093,626 for, 630,959 withheld, per its Form 8-K filed May 29, 2025 (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: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,863,956 for, 13,529 withheld.
| 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.
Combines 2 wordings of this item as funds reported it.
96% 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”): 13,174,600 for, 549,985 withheld, per its Form 8-K filed May 29, 2025 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,877,485 for.
| 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.
Combines 3 wordings of this item as funds reported it.
96% 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”): 13,138,156 for, 586,429 withheld, per its Form 8-K filed May 29, 2025 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,877,485 for.
| 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.
Combines 3 wordings of this item as funds reported it.
96% 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”): 13,239,569 for, 485,016 withheld, per its Form 8-K filed May 29, 2025 (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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 60 asset managers below reported 4,877,485 for.
| 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.
Combines 12 wordings of this item as funds reported it.
93% 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”): 12,652,456 for, 1,006,697 against, per its Form 8-K filed May 29, 2025 (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 + 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 | 1,276,423 | 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 | 0 | 60,485 | 0 | 0 | Against |
| 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 | 6,457 | 18,600 | 0 | 0 | Mixed |
| 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 |
Fund voting reports, all 60 managers: 4,799,499 for, 81,083 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 675,388 | 2,611 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 533,402 | 0 | 0 | 0 | For |
| State Street | 478,868 | 1,411 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 280,775 | 87,312 | 0 | 0 | Mixed |
| Petiole USA ltd | 349,889 | 0 | 0 | 0 | For |
| American Century | 335,728 | 0 | 0 | 0 | For |
| Fourthstone LLC | 304,007 | 0 | 0 | 0 | For |
| MALTESE CAPITAL MANAGEMENT LLC | 296,196 | 0 | 0 | 0 | For |
| Northern Trust | 169,460 | 1,241 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 156,540 | 0 | 0 | 0 | For |
| Russell Investments | 123,013 | 0 | 0 | 0 | For |
| Citadel | 122,386 | 0 | 0 | 0 | For |
| Dimensional | 108,159 | 0 | 0 | 0 | For |
| Two Sigma | 103,334 | 0 | 0 | 0 | For |
| EJF Capital LLC | 95,961 | 0 | 0 | 0 | For |
| Nuveen | 82,319 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 74,248 | 0 | 0 | 0 | For |
| Huber Capital Management LLC | 67,254 | 0 | 0 | 0 | For |
| Charles Schwab | 65,650 | 0 | 0 | 0 | For |
| SEI | 63,692 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 60,485 | 0 | 0 | Against |
| STIFEL NICOLAUS & CO INC \MO\ | 60,168 | 0 | 0 | 0 | For |
| FIRST MANHATTAN CO. LLC. | 60,000 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 56,013 | 0 | 0 | Against |
| Connor, Clark & Lunn Investment Management Ltd. | 43,956 | 0 | 0 | 0 | For |
Institutional-manager reports, all 117 managers: 5,162,950 for, 359,235 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, 2025.
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, 2025”): 18,824,437 for, 346,624 against, per its Form 8-K filed May 29, 2025 (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 60 asset managers below reported 4,785,060 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.
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 23,159,013 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 5.51% |
| 2 | BlackRock | 4.17% |
| 3 | Dimensional | 2.75% |
| 4 | Fidelity | 2.03% |
| 5 | American Century | 1.42% |
| 6 | ADVISORS SERIES TRUST | 0.58% |
| 7 | Russell Investments | 0.53% |
| 8 | EA Series Trust | 0.40% |
| 9 | TIAA | 0.35% |
| 10 | Charles Schwab | 0.28% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 2.93% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 2.30% |
| 3 | State Street | 2.07% |
| 4 | KENNEDY CAPITAL MANAGEMENT LLC | 1.59% |
| 5 | Petiole USA ltd | 1.51% |
| 6 | American Century | 1.45% |
| 7 | Fourthstone LLC | 1.31% |
| 8 | MALTESE CAPITAL MANAGEMENT LLC | 1.28% |
| 9 | Northern Trust | 0.74% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.68% |
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 | 7.61% | 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 April 30, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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, 2025. 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 28, 2025, in the 2024-2025 proxy season, 160 asset managers reported how they voted on 13 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 on May 29, 2025.
CARTER BANKSHARES INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.