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Carter Bankshares, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Carter Bankshares, Inc.’s Form 8-K, filed May 29, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.

13Ballot items
171Asset managers
2,080Fund votes
May 27, 2026Meeting date

Results at a glance

Meeting of May 27, 2026: 13 items on Carter Bankshares, Inc.’s Form 8-K, filed May 29, 2026: 13 without a stated outcome.

Material dissent

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Carter Bankshares, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Carter Bankshares, Inc.

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, 2026 (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.

Carter Bankshares, Inc. — official shareholder meeting results, meeting held May 27, 2026
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Michael R. Bird	12,184,489	--	--	429,552	4,569,359	97%	Not verified	—
Elect Director: Kevin S. Bloomfield	12,235,852	--	--	378,189	4,569,359	97%	Not verified	—
Elect Director: Robert M. Bolton	12,267,231	--	--	346,810	4,569,359	97%	Not verified	—
Elect Director: Gregory W. Feldmann	11,765,710	--	--	848,331	4,569,359	93%	Not verified	—
Elect Director: James W. Haskins	11,878,284	--	--	735,757	4,569,359	94%	Not verified	—
Elect Director: Phyllis Q. Karavatakis	12,349,880	--	--	264,161	4,569,359	98%	Not verified	—
Elect Director: Jacob A. Lutz, III	12,170,501	--	--	443,540	4,569,359	96%	Not verified	—
Elect Director: Catharine L. Midkiff	12,181,980	--	--	432,061	4,569,359	97%	Not verified	—
Elect Director: Curtis E. Stephens	12,239,156	--	--	374,885	4,569,359	97%	Not verified	—
Elect Director: Litz H. Van Dyke	12,156,711	--	--	457,330	4,569,359	96%	Not verified	—
Elect Director: Elizabeth L. Walsh	12,173,513	--	--	440,528	4,569,359	97%	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	11,748,459	695,815	169,767	--	--	94%	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, 2026	17,089,948	90,529	2,923	--	--	99.4%	Not verified	—

Source: Carter Bankshares, Inc., Form 8-K, filed with the SEC on May 29, 2026 — read the filing on EDGAR.

How asset managers voted at the Carter Bankshares, Inc. 2025-2026 meeting

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.

1. Elect Director: Michael R. Bird

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 12,184,489WITHHELD: 429,552

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Michael R. Bird

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 filed May 29, 2026 (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: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 4,169,887 for, 91,179 withheld, 1 abstained.

FOR

FOR: 4,169,887ABSTAIN: 1WITHHOLD: 91,179

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Michael R. Bird” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,134,938	1	790	For
BlackRock	794,085	0	0	For
American Century	528,875	0	0	For
Fidelity	433,767	0	0	For
Dimensional	345,566	0	0	For
ADVISORS SERIES TRUST	134,813	0	0	For
Russell Investments	102,318	0	0	For
RMB INVESTORS TRUST	92,392	0	0	For
EA Series Trust	0	0	90,389	Withhold
Charles Schwab	57,563	0	0	For
Equitable	54,025	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	0	For
TIAA	41,614	0	0	For
BRIDGEWAY FUNDS INC	34,788	0	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	0	For
Lincoln Financial	33,388	0	0	For
Goldman Sachs	33,314	0	0	For
Principal	29,780	0	0	For
SEI	28,146	0	0	For
Columbia Threadneedle	21,000	0	0	For
Prudential/PGIM	18,068	0	0	For
Invesco	15,142	0	0	For
Pacific Life	14,454	0	0	For
AIG/SunAmerica	11,225	0	0	For
Global X	10,226	0	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

2. Elect Director: Kevin S. Bloomfield

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 12,235,852WITHHELD: 378,189

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Kevin S. Bloomfield

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 filed May 29, 2026 (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.

The 56 asset managers below reported 4,257,188 for, 3,878 withheld, 1 abstained.

FOR

FOR: 4,257,188ABSTAIN: 1WITHHOLD: 3,878

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Kevin S. Bloomfield” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,133,972	1	1,756	For
BlackRock	794,085	0	0	For
American Century	528,875	0	0	For
Fidelity	433,767	0	0	For
Dimensional	345,566	0	0	For
ADVISORS SERIES TRUST	134,813	0	0	For
Russell Investments	102,318	0	0	For
RMB INVESTORS TRUST	92,392	0	0	For
EA Series Trust	90,389	0	0	For
Charles Schwab	57,563	0	0	For
Equitable	54,025	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	0	For
TIAA	41,614	0	0	For
BRIDGEWAY FUNDS INC	34,788	0	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	0	For
Lincoln Financial	33,388	0	0	For
Goldman Sachs	33,314	0	0	For
Principal	29,780	0	0	For
SEI	28,146	0	0	For
Columbia Threadneedle	21,000	0	0	For
Prudential/PGIM	18,068	0	0	For
Invesco	15,142	0	0	For
Pacific Life	14,454	0	0	For
AIG/SunAmerica	11,225	0	0	For
Global X	10,226	0	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

3. Elect Director: Robert M. Bolton

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 12,267,231WITHHELD: 346,810

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Robert M. Bolton

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 filed May 29, 2026 (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.

The 56 asset managers below reported 4,259,186 for, 1,880 withheld, 1 abstained.

FOR

FOR: 4,259,186ABSTAIN: 1WITHHOLD: 1,880

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Robert M. Bolton” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,133,972	1	1,756	For
BlackRock	794,085	0	0	For
American Century	528,875	0	0	For
Fidelity	433,767	0	0	For
Dimensional	345,566	0	0	For
ADVISORS SERIES TRUST	134,813	0	0	For
Russell Investments	102,318	0	0	For
RMB INVESTORS TRUST	92,392	0	0	For
EA Series Trust	90,389	0	0	For
Charles Schwab	57,563	0	0	For
Equitable	54,025	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	0	For
TIAA	41,614	0	0	For
BRIDGEWAY FUNDS INC	34,788	0	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	0	For
Lincoln Financial	33,388	0	0	For
Goldman Sachs	33,314	0	0	For
Principal	29,780	0	0	For
SEI	28,146	0	0	For
Columbia Threadneedle	21,000	0	0	For
Prudential/PGIM	18,068	0	0	For
Invesco	15,142	0	0	For
Pacific Life	14,454	0	0	For
AIG/SunAmerica	11,225	0	0	For
Global X	10,226	0	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

4. Elect Director: Gregory W. Feldmann

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%

FOR: 11,765,710WITHHELD: 848,331

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Gregory W. Feldmann

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 filed May 29, 2026 (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 56 asset managers below reported 4,025,455 for, 235,610 withheld, 2 abstained.

FOR

FOR: 4,025,455ABSTAIN: 2WITHHOLD: 235,610

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Gregory W. Feldmann” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,134,937	2	790	For
BlackRock	794,085	0	0	For
American Century	528,875	0	0	For
Fidelity	433,767	0	0	For
Dimensional	345,566	0	0	For
ADVISORS SERIES TRUST	134,813	0	0	For
Russell Investments	0	0	102,318	Withhold
RMB INVESTORS TRUST	92,392	0	0	For
EA Series Trust	0	0	90,389	Withhold
Charles Schwab	57,563	0	0	For
Equitable	54,025	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	0	For
TIAA	41,614	0	0	For
BRIDGEWAY FUNDS INC	34,788	0	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	0	For
Lincoln Financial	33,388	0	0	For
Goldman Sachs	33,314	0	0	For
Principal	29,780	0	0	For
SEI	0	0	28,146	Withhold
Columbia Threadneedle	21,000	0	0	For
Prudential/PGIM	18,068	0	0	For
Invesco	15,142	0	0	For
Pacific Life	14,454	0	0	For
AIG/SunAmerica	11,225	0	0	For
Global X	0	0	10,226	Withhold

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

5. Elect Director: James W. Haskins

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 11,878,284WITHHELD: 735,757

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: James W. Haskins

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 filed May 29, 2026 (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 56 asset managers below reported 3,967,777 for, 293,288 withheld, 2 abstained.

FOR

FOR: 3,967,777ABSTAIN: 2WITHHOLD: 293,288

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: James W. Haskins” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,134,937	2	790	For
BlackRock	794,085	0	0	For
American Century	528,875	0	0	For
Fidelity	433,767	0	0	For
Dimensional	345,566	0	0	For
ADVISORS SERIES TRUST	134,813	0	0	For
Russell Investments	0	0	102,318	Withhold
RMB INVESTORS TRUST	92,392	0	0	For
EA Series Trust	0	0	90,389	Withhold
Charles Schwab	0	0	57,563	Withhold
Equitable	54,025	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	0	For
TIAA	41,614	0	0	For
BRIDGEWAY FUNDS INC	34,788	0	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	0	For
Lincoln Financial	33,388	0	0	For
Goldman Sachs	33,314	0	0	For
Principal	29,780	0	0	For
SEI	0	0	28,146	Withhold
Columbia Threadneedle	21,000	0	0	For
Prudential/PGIM	18,068	0	0	For
Invesco	15,142	0	0	For
Pacific Life	14,454	0	0	For
AIG/SunAmerica	11,225	0	0	For
Global X	0	0	10,226	Withhold

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

6. Elect Director: Phyllis Q. Karavatakis

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 12,349,880WITHHELD: 264,161

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Phyllis Q. Karavatakis

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 filed May 29, 2026 (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 + WITHHELD); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 4,261,067 for.

FOR

FOR: 4,261,067

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Phyllis Q. Karavatakis” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Vote
Vanguard	1,135,729	For
BlackRock	794,085	For
American Century	528,875	For
Fidelity	433,767	For
Dimensional	345,566	For
ADVISORS SERIES TRUST	134,813	For
Russell Investments	102,318	For
RMB INVESTORS TRUST	92,392	For
EA Series Trust	90,389	For
Charles Schwab	57,563	For
Equitable	54,025	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	For
TIAA	41,614	For
BRIDGEWAY FUNDS INC	34,788	For
QUANTITATIVE MASTER SERIES LLC	34,525	For
Lincoln Financial	33,388	For
Goldman Sachs	33,314	For
Principal	29,780	For
SEI	28,146	For
Columbia Threadneedle	21,000	For
Prudential/PGIM	18,068	For
Invesco	15,142	For
Pacific Life	14,454	For
AIG/SunAmerica	11,225	For
Global X	10,226	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

7. Elect Director: Jacob A. Lutz, III

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 12,170,501WITHHELD: 443,540

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Jacob A. Lutz, III

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 filed May 29, 2026 (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 56 asset managers below reported 4,259,068 for, 1,998 withheld, 1 abstained.

FOR

FOR: 4,259,068ABSTAIN: 1WITHHOLD: 1,998

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Jacob A. Lutz, III” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,135,728	1	For
BlackRock	794,085	0	For
American Century	528,875	0	For
Fidelity	433,767	0	For
Dimensional	345,566	0	For
ADVISORS SERIES TRUST	134,813	0	For
Russell Investments	102,318	0	For
RMB INVESTORS TRUST	92,392	0	For
EA Series Trust	90,389	0	For
Charles Schwab	57,563	0	For
Equitable	54,025	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	For
TIAA	41,614	0	For
BRIDGEWAY FUNDS INC	34,788	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	For
Lincoln Financial	33,388	0	For
Goldman Sachs	33,314	0	For
Principal	29,780	0	For
SEI	28,146	0	For
Columbia Threadneedle	21,000	0	For
Prudential/PGIM	18,068	0	For
Invesco	15,142	0	For
Pacific Life	14,454	0	For
AIG/SunAmerica	11,225	0	For
Global X	10,226	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

8. Elect Director: Catharine L. Midkiff

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 12,181,980WITHHELD: 432,061

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Catharine L. Midkiff

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 filed May 29, 2026 (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.

The 56 asset managers below reported 4,261,066 for, 1 abstained.

FOR

FOR: 4,261,066ABSTAIN: 1

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Catharine L. Midkiff” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,135,728	1	For
BlackRock	794,085	0	For
American Century	528,875	0	For
Fidelity	433,767	0	For
Dimensional	345,566	0	For
ADVISORS SERIES TRUST	134,813	0	For
Russell Investments	102,318	0	For
RMB INVESTORS TRUST	92,392	0	For
EA Series Trust	90,389	0	For
Charles Schwab	57,563	0	For
Equitable	54,025	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	For
TIAA	41,614	0	For
BRIDGEWAY FUNDS INC	34,788	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	For
Lincoln Financial	33,388	0	For
Goldman Sachs	33,314	0	For
Principal	29,780	0	For
SEI	28,146	0	For
Columbia Threadneedle	21,000	0	For
Prudential/PGIM	18,068	0	For
Invesco	15,142	0	For
Pacific Life	14,454	0	For
AIG/SunAmerica	11,225	0	For
Global X	10,226	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

9. Elect Director: Curtis E. Stephens

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 12,239,156WITHHELD: 374,885

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Curtis E. Stephens

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 filed May 29, 2026 (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.

The 56 asset managers below reported 4,259,068 for, 1,998 withheld, 1 abstained.

FOR

FOR: 4,259,068ABSTAIN: 1WITHHOLD: 1,998

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Curtis E. Stephens” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,135,728	1	For
BlackRock	794,085	0	For
American Century	528,875	0	For
Fidelity	433,767	0	For
Dimensional	345,566	0	For
ADVISORS SERIES TRUST	134,813	0	For
Russell Investments	102,318	0	For
RMB INVESTORS TRUST	92,392	0	For
EA Series Trust	90,389	0	For
Charles Schwab	57,563	0	For
Equitable	54,025	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	For
TIAA	41,614	0	For
BRIDGEWAY FUNDS INC	34,788	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	For
Lincoln Financial	33,388	0	For
Goldman Sachs	33,314	0	For
Principal	29,780	0	For
SEI	28,146	0	For
Columbia Threadneedle	21,000	0	For
Prudential/PGIM	18,068	0	For
Invesco	15,142	0	For
Pacific Life	14,454	0	For
AIG/SunAmerica	11,225	0	For
Global X	10,226	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

10. Elect Director: Litz H. Van Dyke

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 12,156,711WITHHELD: 457,330

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Litz H. Van Dyke

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 filed May 29, 2026 (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.

The 56 asset managers below reported 4,261,066 for, 1 abstained.

FOR

FOR: 4,261,066ABSTAIN: 1

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Litz H. Van Dyke” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,135,728	1	For
BlackRock	794,085	0	For
American Century	528,875	0	For
Fidelity	433,767	0	For
Dimensional	345,566	0	For
ADVISORS SERIES TRUST	134,813	0	For
Russell Investments	102,318	0	For
RMB INVESTORS TRUST	92,392	0	For
EA Series Trust	90,389	0	For
Charles Schwab	57,563	0	For
Equitable	54,025	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	For
TIAA	41,614	0	For
BRIDGEWAY FUNDS INC	34,788	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	For
Lincoln Financial	33,388	0	For
Goldman Sachs	33,314	0	For
Principal	29,780	0	For
SEI	28,146	0	For
Columbia Threadneedle	21,000	0	For
Prudential/PGIM	18,068	0	For
Invesco	15,142	0	For
Pacific Life	14,454	0	For
AIG/SunAmerica	11,225	0	For
Global X	10,226	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

11. Elect Director: Elizabeth L. Walsh

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 12,173,513WITHHELD: 440,528

Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: Election of Directors to serve until the 2027 annual meeting of shareholders: Elizabeth L. Walsh

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 filed May 29, 2026 (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.

The 56 asset managers below reported 4,259,186 for, 1,880 withheld, 1 abstained.

FOR

FOR: 4,259,186ABSTAIN: 1WITHHOLD: 1,880

Largest asset managers voting on “Election of Directors to serve until the 2027 annual meeting of shareholders: Elizabeth L. Walsh” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Vanguard	1,133,972	1	1,756	For
BlackRock	794,085	0	0	For
American Century	528,875	0	0	For
Fidelity	433,767	0	0	For
Dimensional	345,566	0	0	For
ADVISORS SERIES TRUST	134,813	0	0	For
Russell Investments	102,318	0	0	For
RMB INVESTORS TRUST	92,392	0	0	For
EA Series Trust	90,389	0	0	For
Charles Schwab	57,563	0	0	For
Equitable	54,025	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	0	For
TIAA	41,614	0	0	For
BRIDGEWAY FUNDS INC	34,788	0	0	For
QUANTITATIVE MASTER SERIES LLC	34,525	0	0	For
Lincoln Financial	33,388	0	0	For
Goldman Sachs	33,314	0	0	For
Principal	29,780	0	0	For
SEI	28,146	0	0	For
Columbia Threadneedle	21,000	0	0	For
Prudential/PGIM	18,068	0	0	For
Invesco	15,142	0	0	For
Pacific Life	14,454	0	0	For
AIG/SunAmerica	11,225	0	0	For
Global X	10,226	0	0	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

12. 2. To approve, in an advisory and non-binding vote, the compensation of the Company's named executive officers as…

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 8 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 11,748,459AGAINST: 695,815

Details: description as filed, official tally, votes by 171 asset managers

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”): 11,748,459 for, 695,815 against, per its Form 8-K filed May 29, 2026 (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 + 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).

Fund voting reports: 56 asset managers voting on “To approve, in an advisory and non- binding vote, the compensation of the Company's named executive officers a” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Against	Vote
Vanguard	1,135,727	1	For
BlackRock	794,085	0	For
American Century	528,875	0	For
Fidelity	433,767	0	For
Dimensional	345,566	0	For
ADVISORS SERIES TRUST	134,813	0	For
Russell Investments	102,318	0	For
RMB INVESTORS TRUST	92,392	0	For
EA Series Trust	90,389	0	For
Charles Schwab	57,563	0	For
Equitable	54,025	0	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	0	For
TIAA	41,614	0	For
BRIDGEWAY FUNDS INC	0	34,788	Against
QUANTITATIVE MASTER SERIES LLC	34,525	0	For
Lincoln Financial	33,388	0	For
Goldman Sachs	33,314	0	For
Principal	29,780	0	For
SEI	28,146	0	For
Columbia Threadneedle	21,000	0	For
Prudential/PGIM	18,068	0	For
Invesco	15,142	0	For
Pacific Life	14,454	0	For
AIG/SunAmerica	11,225	0	For
Global X	10,226	0	For

Fund voting reports, all 56 managers: 4,224,279 for, 36,787 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 132 asset managers voting on “To approve, in an advisory and non- binding vote, the compensation of the Company's named executive officers a” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Against	Vote
Fourthstone LLC	892,868	0	For
BlackRock	642,854	17,140	For
American Century	535,962	0	For
GEODE CAPITAL MANAGEMENT, LLC	511,091	0	For
KENNEDY CAPITAL MANAGEMENT LLC	300,347	104,699	Mixed
Petiole USA ltd	381,373	0	For
MALTESE CAPITAL MANAGEMENT LLC	369,610	0	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	167,108	0	For
Northern Trust	157,432	1,121	For
Vanguard	156,612	0	For
ALGERT GLOBAL LLC	117,955	0	For
Russell Investments	104,061	0	For
Dimensional	103,104	0	For
Citadel	93,226	0	For
STIFEL NICOLAUS & CO INC \MO\	76,468	0	For
MELLON INVESTMENTS Corp	72,832	0	For
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	70,347	0	For
Goldman Sachs	65,436	0	For
Oppenheimer & Close, LLC	62,500	0	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	62,066	0	For
FIRST MANHATTAN CO. LLC.	60,000	0	For
Charles Schwab	57,640	0	For
Huber Capital Management LLC	55,340	0	For
Nuveen	46,919	0	For
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0	34,788	Against

Institutional-manager reports, all 132 managers: 5,611,572 for, 222,469 against. Showing the 25 largest; see all in the interactive database.

13. 3. To ratify the appointment of the independent registered public accounting firm of Crowe LLP as the independent…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 17,089,948AGAINST: 90,529

Details: description as filed, official tally, votes by 56 asset managers

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, 2026.

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, 2026”): 17,089,948 for, 90,529 against, per its Form 8-K filed May 29, 2026 (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: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 4,261,067 for.

FOR

FOR: 4,261,067

Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF THE INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM OF CROWE LLP AS THE INDEPENDENT” at Carter Bankshares, Inc., 2025-2026
Asset manager	For	Vote
Vanguard	1,135,729	For
BlackRock	794,085	For
American Century	528,875	For
Fidelity	433,767	For
Dimensional	345,566	For
ADVISORS SERIES TRUST	134,813	For
Russell Investments	102,318	For
RMB INVESTORS TRUST	92,392	For
EA Series Trust	90,389	For
Charles Schwab	57,563	For
Equitable	54,025	For
HOTCHKIS & WILEY FUNDS /DE/	53,100	For
TIAA	41,614	For
BRIDGEWAY FUNDS INC	34,788	For
QUANTITATIVE MASTER SERIES LLC	34,525	For
Lincoln Financial	33,388	For
Goldman Sachs	33,314	For
Principal	29,780	For
SEI	28,146	For
Columbia Threadneedle	21,000	For
Prudential/PGIM	18,068	For
Invesco	15,142	For
Pacific Life	14,454	For
AIG/SunAmerica	11,225	For
Global X	10,226	For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

Largest Carter Bankshares, Inc. shareholders voting in 2025-2026

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 22,222,010 shares outstanding at the time of that meeting.

Fund voting reports: top Carter Bankshares, Inc. shareholders by shares voted on “To approve, in an advisory and non- binding vote, the compensation of the Company's named…”, 2025-2026
#	Asset manager	% of shares outstanding
1	Vanguard	5.11%
2	BlackRock	3.57%
3	American Century	2.38%
4	Fidelity	1.95%
5	Dimensional	1.56%
6	ADVISORS SERIES TRUST	0.61%
7	Russell Investments	0.46%
8	RMB INVESTORS TRUST	0.42%
9	EA Series Trust	0.41%
10	Charles Schwab	0.26%

Institutional-manager reports: top Carter Bankshares, Inc. shareholders by shares voted on “To approve, in an advisory and non- binding vote, the compensation of the Company's named…”, 2025-2026
#	Asset manager	% of shares outstanding
1	Fourthstone LLC	4.02%
2	BlackRock	2.97%
3	American Century	2.41%
4	GEODE CAPITAL MANAGEMENT, LLC	2.30%
5	KENNEDY CAPITAL MANAGEMENT LLC	1.82%
6	Petiole USA ltd	1.72%
7	MALTESE CAPITAL MANAGEMENT LLC	1.66%
8	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.75%
9	Northern Trust	0.71%
10	Vanguard	0.70%

Reported Carter Bankshares, Inc. holdings and ownership

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.

Carter Bankshares, Inc. holdings and ownership disclosed for the 2025-2026 proxy season
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 May 1, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

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 May 1, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At Carter Bankshares, Inc.'s shareholder meeting held May 27, 2026, 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 2,080 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 on May 29, 2026.

Carter Bankshares, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).

Download data (CSV): ballot items · votes by manager · column guide.