Welcome to our dedicated page for DAVE SEC filings (Ticker: DAVE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Dave Inc. (NASDAQ: DAVE) SEC filings page provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed information on Dave’s financial condition, operating performance, risk factors, capital structure, and governance as a U.S. neobank and fintech company serving millions of everyday Americans.
Through this page, you can review annual reports on Form 10-K and quarterly reports on Form 10-Q, where Dave reports service-based and transaction-based revenues, operating expenses, non-GAAP metrics such as non-GAAP gross profit and Adjusted EBITDA, and key operating indicators related to Monthly Transacting Members, ExtraCash originations, and debit card activity. These filings also discuss topics such as unit economics, credit losses, marketing investment, and technology and infrastructure costs.
You can also access current reports on Form 8-K, which Dave uses to disclose material events, including the release of quarterly financial results. For example, an 8-K dated November 4, 2025 furnished a press release announcing results for the quarter ended September 30, 2025 and confirmed that Dave’s Class A common stock and redeemable warrants trade on The Nasdaq Stock Market LLC under the symbols DAVE and DAVEW, respectively.
In addition to periodic and current reports, this page can surface other SEC documents related to Dave’s capital markets activity and corporate actions. Stock Titan’s tools apply AI-powered summaries to help explain lengthy filings, highlight important sections, and clarify complex financial and legal language. This allows users to quickly understand the implications of Dave’s 10-Ks, 10-Qs, 8-Ks, and other disclosures without reading every page in detail.
For investors tracking insider activity and compensation, relevant forms such as Form 4 and proxy-related filings can also be explored here, with AI assistance to interpret transactions, ownership changes, and governance information in the context of Dave’s broader financial and strategic profile.
Dave Inc. executive Kyle Beilman reported an option exercise and related share acquisition. On January 27, 2026, he exercised a stock option for 5,000 shares of Class A Common Stock at an exercise price of $1.42 per share. Following the transaction, he beneficially owned 155,556 Class A Common shares directly and 22,958 stock options. The filing notes that the option terms were adjusted for a 1-for-32 reverse stock split that took effect on January 5, 2023, and that the option vested 25% on July 15, 2019, with the remainder vesting in equal monthly installments.
Dave Inc. reported several board changes. Imran Khan notified the company on January 20, 2026 of his intention to resign from the Board of Directors, effective upon the appointment of his successor, and the company stated his resignation is not related to any disagreement about its operations, policies, or practices.
On the same date, the Board appointed Nima Khajehnouri as a Class III director, with a term running until the 2027 Annual Meeting of Stockholders, and named him to the Audit Committee. The Board determined he qualifies as an independent director under Nasdaq rules. For 2026 he will receive $50,000 in cash compensation, pro-rated from his start date, and is eligible for a restricted stock unit award valued at $165,000 under the company’s 2021 equity plan, with terms aligned to other outside directors.
The Board also appointed Mike Pope as Lead Independent Director, succeeding Brendan Carroll, who remains on the Board. Andrea Mitchell was named Chair of the Nominating and Corporate Governance Committee, with Mr. Pope continuing as a committee member. The company issued a press release on January 20, 2026 describing these changes.
Dave Inc. director reports planned stock sales by affiliated funds. A reporting person who serves as a director of Dave Inc. disclosed multiple indirect sales of Class A Common Stock on 12/16/2025 through Proem Investments Master Fund LP and Proem Special Situations Fund I, LP. The trades were coded as sales and executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2025.
The Form 4 shows several separate transactions, each at a weighted average price, with individual trades occurring in ranges between $189.37 and $198.94 per share. Following these transactions, Proem Investments Master Fund LP is reported as indirectly holding 18,789 shares of Class A Common Stock, and Proem Special Situations Fund I, LP is reported as indirectly holding 18,735 shares.
Dave Inc. director Imran Khan reported multiple open-market sales of the company’s Class A common stock on December 15 and 16, 2025. The transactions were executed indirectly through Proem Investments Master Fund LP and Proem Special Situations Fund I, LP and were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2025.
The reported shares were sold at weighted average prices in ranges that span from about $189.08 up to $200.03 per share across multiple trades. After these transactions, Khan continued to beneficially own 22,886 shares of Class A common stock indirectly through Proem Investments Master Fund LP and 33,473 shares indirectly through Proem Special Situations Fund I, LP.
Dave Inc. Chief Executive Officer and Director Jason Wilk reported a sale of the company’s Class A Common Stock. On 12/02/2025, Wilk sold 7,393 shares of Class A Common Stock at a price of $203.77 per share. After this transaction, he beneficially owned 210,461 Class A shares directly and 47,882 Class A shares indirectly through a trust. According to the filing, the shares were sold to cover tax obligations arising from the acquisition of Class A Common Stock in connection with the settlement of vested restricted stock units (RSUs).
Dave Inc. reported strong Q3 2025 results. Net revenue rose to $150.7 million from $92.5 million a year ago, driven mainly by service-based revenue of $139.2 million (processing and overdraft service fees). Operating expenses were $104.8 million, including a $29.8 million provision for credit losses.
Other items boosted earnings: changes in warrant and earnout liabilities contributed income, and the tax line reflected a $33.6 million benefit. Net income reached $92.1 million (basic EPS $6.84, diluted $6.34). Year-to-date, operating cash flow was $196.7 million.
On the balance sheet, total assets were $433.3 million, including $268.3 million in ExtraCash receivables (allowance $40.2 million) and $49.9 million in cash. Total liabilities were $141.9 million, including a $75.0 million long‑term debt facility. Stockholders’ equity improved to $291.3 million. The company moved to a mandatory overdraft service fee model in February 2025 and discontinued optional tips, reshaping revenue mix. As of October 29, 2025, Class A shares outstanding were 12,190,000; Class V were 1,314,082.
Dave Inc. furnished an 8-K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1 and incorporated by reference.
The information under Item 2.02, including Exhibit 99.1, is furnished and will not be deemed “filed” under the Exchange Act. The filing also lists the company’s Class A common stock (DAVE) and redeemable warrants (DAVEW) on Nasdaq.
Kyle Beilman, identified as CFO, COO and Secretary of Dave Inc. (ticker DAVE), reported insider sales on 09/19/2025. The Form 4 shows two dispositions totaling 59,541 shares of Class A common stock sold at weighted-average prices of $230.06 and $231.00, respectively. The filings state the sales were executed under a Rule 10b5-1 trading plan adopted on June 4, 2025. Following the reported transactions the reporting person’s beneficial ownership is shown as approximately 154,051–154,451 shares (direct ownership). The form is signed by an attorney-in-fact and includes an explanation that the $230.06 price is a weighted average from multiple executions between $230.00 and $230.90.
Jason Wilk, Chief Executive Officer and Director of Dave Inc. (DAVE) reported transactions dated 09/19/2025. He acquired 81,693 shares of Class V common stock at a $0 conversion price; those Class V shares are convertible one-for-one into Class A common stock and have no expiration. On the same date he sold a total of 81,693 shares of Class A common stock in multiple transactions executed pursuant to a Rule 10b5-1 trading plan adopted May 30, 2025—75,151 shares at a weighted average price of $230.21 (range $230.00–$231.00) and 6,542 shares at a weighted average price of $231.13 (range $231.00–$231.88).
After these reported transactions, the Form 4 shows Mr. Wilk beneficially owned 217,854 shares of Class A common stock (direct), 47,882 shares indirectly through a trust, and reported 1,314,082 derivative shares
Imran Khan, identified as a Director of Dave Inc. (ticker DAVE), reported multiple sales of Class A common stock on 09/17/2025. The Form 4 shows six sale transactions executed pursuant to a Rule 10b5-1 trading plan adopted on March 14, 2025 for Proem Investments Master Fund, LP and Proem Special Situations Fund I, LP. The reported dispositions total 8,535 shares sold across multiple prices (weighted-average price ranges listed), reducing the reporting person’s indirect beneficial ownership in the Proem Special Situations Fund I, LP to 48,885 shares. The filing is the third of three Form 4s filed by the reporting person on that date and includes detailed weighted-average price ranges for each grouped sale.
FAQ
What is the current stock price of DAVE (DAVE)?
What is the market cap of DAVE (DAVE)?
