Welcome to our dedicated page for Dave Inc./DE SEC filings (Ticker: DAVEW), 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. (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.
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.
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.
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.
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.
Dave Inc. (DAVE) reported an insider tax-withholding transaction by Chief Executive Officer and director Jason Wilk. On September 2, 2026, 7,809 shares of Class A Common Stock were withheld by the company to satisfy tax obligations upon vesting of restricted stock units, at a reported value of $372.85 per share, leaving Wilk with 292,141 shares held directly. In addition, 47,882 shares are reported as held indirectly by a trust.
No Rule 10b5-1 trading plan is indicated for this filing.
Dave Inc. reports that director Yadin Rozov resigned from the Board of Directors effective August 12, 2026. The company states that his decision was for personal reasons and not due to any disagreement regarding operations, policies, or practices. The Board and the company express appreciation for his service and contributions. Dave Inc. also reiterates that its Class A common stock trades under the symbol DAVE and its redeemable warrants under DAVEW on The Nasdaq Stock Market LLC, with each lot of 32 warrants exercisable for one share of Class A common stock at an exercise price of $368 per share.
Divisadero Street Capital Management, LP and related entities report a significant ownership position in Dave Inc. The group, including William Zolezzi, Divisadero Street Partners, L.P., Divisadero Street Partners GP, LLC and Divisadero Street Capital, LLC, reports beneficial ownership of 699,366 shares of Dave Inc. Class A common stock.
This position represents 6.1% of the outstanding Class A common stock. Voting and dispositive powers over these shares are shared among the reporting persons, with no sole voting or dispositive power reported. All securities are directly owned by advisory clients of Divisadero Street Capital Management, LP, and each reporting person disclaims beneficial ownership except to the extent of its pecuniary interest.
Dave Inc. received an updated ownership report from G1 Execution Services, LLC and Susquehanna Securities, LLC regarding its Class A Common Stock. The Reporting Persons together report beneficial ownership of 291,325 Shares, representing 2.5% of the class, based on 11,441,201 Shares outstanding as of June 30, 2026.
G1 Execution Services, LLC’s holdings include 38 Shares issuable upon exercise of warrants, while Susquehanna Securities, LLC’s holdings include options to buy 289,500 Shares. Each entity reports both sole and shared voting and dispositive power and states they may be deemed a group, while each disclaims beneficial ownership of Shares owned directly by the other.
Dave Inc. reported total operating revenues, net of $170,793 thousand for the three months ended June 30, 2026, up from $131,757 thousand a year earlier. Service based revenue, net was the largest contributor at $160,047 thousand, while transaction based revenue, net was $10,746 thousand. Quarterly net income was $6,687 thousand, down from $9,040 thousand, as income tax expense and fair-value changes in warrant and earnout liabilities weighed on results.
For the six months ended June 30, 2026, total operating revenues, net were $329,207 thousand and net income was $64,623 thousand, compared with $239,736 thousand and $37,852 thousand for the prior-year period. Cash and cash equivalents were $209,613 thousand at June 30, 2026, while member receivables, net were $232,220 thousand. Financing activity included $192,695 thousand of net proceeds from convertible notes, $17,364 thousand for capped calls, and repurchases of 992,232 Class A shares at a cost of $207,420 thousand. Dave also began limited testing of Dave Flex in April 2026; related receivables, allowance and fee revenue were immaterial.