Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Carter Bankshares, Inc. | 58,028 | reported | 08 May 2026 | tx 20+61,474−3,410 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GIFT | Carter Bankshares, Inc. | 725 | 0.00 USD | |
| 06 May 2026 | PURCHASE | Carter Bankshares, Inc. | 4,575 | 26.20 USD | first after silence |
| 30 Jan 2026 | GIFT | Carter Bankshares, Inc. | 900 | 0.00 USD | |
| 29 Jan 2026 | GIFT | Carter Bankshares, Inc. | 835 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | Carter Bankshares, Inc. | 1,802 | 0.00 USD | |
| 16 Dec 2025 | GIFT | Carter Bankshares, Inc. | 950 | 0.00 USD | |
| 01 May 2025 | INHERITANCE | Carter Bankshares, Inc. | 19,648 | 0.00 USD | |
| 27 Mar 2025 | INHERITANCE | Carter Bankshares, Inc. | 3,129 | 0.00 USD | |
| 20 Mar 2025 | INHERITANCE | Carter Bankshares, Inc. | 9,386 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | Carter Bankshares, Inc. | 1,827 | 0.00 USD | |
| 14 Jun 2024 | INHERITANCE | Carter Bankshares, Inc. | 11,300 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | Carter Bankshares, Inc. | 2,330 | 0.00 USD | |
| 14 Feb 2023 | GRANT_AWARD | Carter Bankshares, Inc. | 1,731 | 0.00 USD | |
| 23 Feb 2022 | GRANT_AWARD | Carter Bankshares, Inc. | 1,850 | 0.00 USD | |
| 15 Mar 2021 | PURCHASE | Carter Bankshares, Inc. | 40 | 14.15 USD | |
| 18 Nov 2020 | PURCHASE | Carter Bankshares, Inc. | 1 | 8.23 USD | |
| 19 Nov 2020 | PURCHASE | Carter Bankshares, Inc. | 1,300 | 8.23 USD | |
| 19 Nov 2020 | PURCHASE | Carter Bankshares, Inc. | 25 | 8.23 USD | |
| 25 Feb 2021 | GRANT_AWARD | Carter Bankshares, Inc. | 2,490 | 12.05 USD |
1 purchase reported after at least 12 months of silence — most recent on 06 May 2026.