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.
Dave Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 2, 2026, including electing one Class II director, approving executive pay on an advisory basis, setting the frequency of future pay votes, and ratifying Deloitte & Touche LLP as auditor for 2026.
Holders of Class A common stock have one vote per share and holders of Class V common stock have ten votes per share, voting together as a single class; as of April 13, 2026 there were 11,499,286 Class A shares and 1,314,082 Class V shares outstanding.
The proxy highlights strong 2025 results, with GAAP operating revenues, net of $554.2 million, GAAP net income of $195.9 million, and Adjusted EBITDA of $226.7 million. Executive pay is heavily performance-based, with annual cash bonuses tied to Non-GAAP Variable Profit and Non-GAAP Adjusted EBITDA (Pre-Bonus), and long-term incentives split between time-based RSUs and performance-based PSUs linked to Adjusted EBITDA (Pre-Bonus).
Dave describes its board leadership, including CEO Jason Wilk also serving as Chairperson with a Lead Independent Director, fully independent key committees, a clawback policy, and an insider trading policy, and explains how stockholders can access materials and vote by internet, phone, mail, or during the virtual meeting.
Dave Inc — amendment to a Schedule 13G: The Vanguard Group reports beneficial ownership of 0 shares (0%) of Common Stock as shown in the amendment dated 03/13/2026. The filing explains an internal realignment and disaggregation of holdings in accordance with SEC Release No. 34-39538 (January 12, 1998).
The form is signed by Ashley Grim, Head of Global Fund Administration, on 03/26/2026.
Dave Inc. CFO and COO Kyle Beilman reported a routine tax-related share disposition. On the transaction date, 3,261 shares of Class A Common Stock were withheld by the company at a price of $206.09 per share to satisfy tax obligations when restricted stock units vested.
These shares were not sold on the open market but used to cover withholding taxes, a common administrative step in equity compensation. After this withholding, Beilman directly holds 200,277 shares of Dave Inc. Class A Common Stock, indicating he retains a substantial equity position in the company.
Beilman Kyle reported acquisition or exercise transactions in this Form 4 filing.
Dave Inc. executive Kyle Beilman, the CFO, COO and Secretary, received multiple equity awards of Class A Common Stock as compensation. One grant is an RSU award that vests 1/8 on June 1, 2026 and 1/16 on each quarterly anniversary thereafter, conditioned on continued service. Additional performance-based RSUs were earned for the period from January 1, 2025 to December 31, 2025 under prior PSU awards and will vest on June 1, 2027 and June 1, 2028, also subject to continued service. Following these grants, Beilman directly holds 203,538 Class A shares.
Wilk Jason reported acquisition or exercise transactions in this Form 4 filing.
Dave Inc./DE Chief Executive Officer Jason Wilk reported equity compensation grants of Class A Common Stock, totaling 104,641 shares, on March 9, 2026. These were reported at a price of $0.0000 per share, reflecting stock-based awards rather than open-market purchases.
The awards include 13,767 restricted stock units under the Amended and Restated 2021 Equity Incentive Plan, scheduled to vest 1/8 on June 1, 2026 and 1/16 on each quarterly anniversary thereafter, subject to continued service. Performance-based restricted stock units earned for the period from January 1, 2025 to December 31, 2025 from two prior PSU awards (72,539 and 18,335 shares) will vest on June 1, 2027 and June 1, 2028, respectively, if he remains in service. Following these grants, Wilk directly holds 308,424 shares, with an additional 47,882 shares held indirectly by a trust.
Dave Inc. closed a private offering of $200 million 0% Convertible Senior Notes due 2031 to qualified institutional buyers under Rule 144A. Net proceeds were about $192.1 million.
The company spent $17.3 million on capped call transactions covering about 0.7 million shares and used about $70.5 million to repurchase roughly 0.3 million shares at $210.67 each. The notes mature on April 1, 2031, carry a 0% coupon, and are initially convertible at 3.5825 shares per $1,000 principal, equivalent to about $279.13 per share, with a maximum initial conversion rate of 4.7467 shares per $1,000 (up to 949,340 shares). The capped calls are designed to limit dilution or higher cash payments above the conversion price up to an initial cap of $421.34 per share.
Dave Inc. director Andrea Mitchell reported selling a total of 30,000 shares of Class A Common Stock in open-market transactions. The sales took place on March 5 and 6, 2026 under a pre-arranged Rule 10b5-1 trading plan adopted on November 30, 2025. Footnotes state the reported prices are weighted averages for multiple trades, with sale prices ranging from $204.34 to $223.22 per share.
Dave Inc. Chief Executive Officer Jason Wilk reported a tax-related share disposition connected to restricted stock unit vesting. On March 4, 2026, 6,678 shares of Dave Inc. Class A common stock were withheld by the company at a value of $210.67 per share to cover tax obligations upon RSU vesting, rather than being sold in the open market.
After this withholding, Wilk directly owned 203,783 shares of Class A common stock and indirectly held an additional 47,882 shares through a trust. The filing reflects administrative equity compensation and tax treatment, not a discretionary market transaction.
Dave Inc. is raising capital through a private offering of $175 million aggregate principal amount of 0% Convertible Senior Notes due 2031, with an additional $25 million option for the initial purchasers. The notes are being sold to qualified institutional buyers under Rule 144A and are senior unsecured obligations.
Dave estimates net proceeds of about $168.0 million, which it plans to use to fund roughly $15.1 million of capped call transactions, repurchase approximately 334,000 shares of common stock for about $70.5 million, and for general corporate purposes including further share repurchases. The notes carry an initial conversion rate of 3.5825 shares per $1,000 (about $279.13 per share), a 32.5% premium to the $210.67 stock price on March 4, 2026, and are supported by capped calls initially capped at $421.34 per share.