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Dave Inc./DE (DAVE) SEC Filings

DAVE NASDAQ

Welcome to our dedicated page for Dave Inc./DE 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Dave Inc./DE's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Dave Inc./DE's regulatory disclosures and financial reporting.

Rhea-AI Summary

Dave Inc. (DAVE) is the issuer for a Rule 144 notice filed for the account of Yadin Rozov, a former affiliate, covering planned sales of Dave common stock. The notice lists up to 54,782 shares of common stock to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of $20,263,544.06 and notes Dave had 11,441,425 shares outstanding as of September 16, 2026.

The filing explains that the shares to be sold are subject to variable pre-paid forward sale contracts between Rozov and Morgan Stanley Bank, N.A., under which Rozov received an upfront cash payment and will be obligated at maturity to deliver a formula-based number of shares (or cash equivalent), with potential for an additional cash payment, and that initial hedging activity will be conducted by or through Morgan Stanley Bank, N.A. It also records prior sales of 11,184 shares of Dave common stock during the past three months.

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Rhea-AI Summary

Dave Inc./DE (symbol: DAVE) is the issuer of record for a Form 4 filing submitted to the SEC. Wilk Jason reported acquisition or exercise transactions in this Form 4 filing.

Dave Inc./DE (DAVE) reported that Chief Executive Officer and director Jason Wilk entered into a variable prepaid forward contract on September 11, 2026, covering 37,090 shares of Class A Common Stock. Wilk received an upfront cash payment of $10.9 million and pledged 37,090 shares as collateral, while retaining voting rights in these shares. On a settlement date on or about August 30, 2029, he must either deliver a variable number of shares or, at his election subject to conditions, settle the contract in cash, with the share delivery formula tied to a minimum price of $319.33 and a maximum price of $481.48.

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Rhea-AI Summary

Dave Inc. (DAVE) discloses that founder and reporting person Jason Wilk has amended his Schedule 13D (Amendment No. 3), reporting beneficial ownership of 1,530,172 shares of Class A Common Stock, representing 11.8% of the class, including shares issuable from options and conversion of Class V Common Stock.

On September 11, 2026, Wilk entered into a variable prepaid forward contract on 37,090 Class A shares, receiving an upfront cash payment of $10.9 million and pledging these shares as collateral while retaining voting rights until a settlement date on or about August 30, 2029, when he may settle in cash or deliver shares based on a formula tied to the share price between $319.33 and $481.48. Since the prior amendment, he acquired 68,208 shares through equity awards and, on September 2, 2026, had 7,809 RSU shares withheld to satisfy tax obligations.

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Rhea-AI Summary

Dave Inc./DE (symbol: DAVE) is the issuer of record for a Form 4 filing submitted to the SEC. Beilman Kyle reported acquisition or exercise transactions in this Form 4 filing.

Dave Inc./DE (DAVE) discloses that its CFO, COO and Secretary, Kyle Beilman, entered into a variable prepaid forward contract on September 11, 2026 with an unaffiliated counterparty involving 40,000 shares of Dave Class A Common Stock. Beilman pledged these shares as collateral, received an upfront cash payment of $10.8 million, and will retain voting, dividend and other rights in the pledged shares until settlement, which is expected on or about June 15, 2028. Depending on the share price at that time, he may deliver a variable number of shares or elect, subject to conditions, to settle the contract in cash.

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Dave Inc. (DAVE) director Brendan Carroll reported three indirect sales of warrants (rights to buy Class A Common Stock) held by a trust. The trust sold 64,991 warrants in total on September 10, 11, and 14, 2026 at reported weighted average prices around $1.59–$1.60 per warrant. No Rule 10b5-1 trading plan is reported.

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Dave Inc. (DAVE) reports that stockholder Kyle Beilman has filed a Form 144 in connection with a variable prepaid forward contract secured by up to 40,000 shares of Class A Common Stock of Dave Inc. The actual number of shares to be delivered will depend on Dave’s share price at settlement relative to an agreed minimum and maximum price, with the aggregate not exceeding 40,000 shares. Subject to certain conditions, Mr. Beilman may instead settle the contract in cash and retain the pledged shares, while any related hedging activity will be conducted by Morgan Stanley & Co. LLC.

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Rhea-AI Summary

Dave Inc. (DAVE) received a notice under Rule 144 of a proposed sale of restricted or control securities held for the account of Jason Wilk. The notice covers the planned sale of 37,090 shares of common stock of Dave Inc. through UBS Securities LLC, with the securities listed on NASDAQ. The shares to be sold were acquired under a stock plan on September 2, 2025.

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Dave Inc. (DAVE) director Brendan Carroll reported an indirect sale of 300,000 warrants on September 4, 2026. The warrants, held by a trust, were sold at a weighted average price of $1.98 per warrant, in multiple trades between $1.87 and $2.04, leaving 109,985 warrants indirectly held after the transaction. Each warrant is exercisable at $368.00 for Class A Common Stock and expires January 5, 2027.

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Dave Inc. (DAVE) director Yadin Rozov has filed a notice under Rule 144 for a potential sale of up to 11,184 shares of Dave Inc. common stock through Morgan Stanley Smith Barney LLC on NASDAQ. The filing lists an aggregate market value of $4,257,636.96 and notes 11,441,425 shares outstanding.

The shares relate to Restricted Stock Units acquired from Dave Inc. on June 2, 2026, and are held in an executive financial services account at Morgan Stanley Smith Barney LLC in New York.

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Dave Inc./DE (DAVE) reported that its CFO, COO and Secretary, Kyle Beilman, had 3,748 shares of Class A Common Stock withheld on September 2, 2026 to satisfy tax withholding obligations upon the vesting of restricted stock units. This was a tax-withholding disposition, not an open-market sale, and left him holding 192,407 shares directly.

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FAQ

How many Dave Inc./DE (DAVE) SEC filings are available on StockTitan?

StockTitan tracks 74 SEC filings for Dave Inc./DE (DAVE), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Dave Inc./DE (DAVE)?

The most recent SEC filing for Dave Inc./DE (DAVE) was filed on September 16, 2026.