DAVE SEC Filing News — Dave Inc.

Latest SEC filings for Dave Inc. (DAVE) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-16.

Dave Inc. provides various financial products and services through its financial services platform in the United States. It offers Budget, personal financial management tool that helps members anticipate upcoming transactions and receive notifications by utilizing historical bank account data to identify recurring charges; ExtraCash, a form of a discretionary overdraft to bridge liquidity gaps between paycheck; Side Hustle, a job application portal to find supplemental or temporary work. The com…
Sector: Technology Industry: Software - Application Market Cap: $4.6B CIK: 1841408
20
Total Filings
0
Bullish Classifications
6
Bearish Classifications
13
Insider Transactions
2
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for DAVE currently lean bearish. Of the 20 filing records displayed, 6 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
DAVE Filing Activity Snapshot 2026-06-04 — 2026-09-16
Insider Transactions (Form 4)
0 buys vs 3 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$20.26M
YADIN ROZOV · 2026-09-16
54,782 shares · Form 144
Form 144 Notices
4
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 13 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 13 filings in this group are Form 4s for Dave Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 13 insider filings shown, the breakdown is 5 open-market sale, 3 compensation award, 2 other reported transaction, 2 tax withholding and 1 gift. 5 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×5
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Compensation award ×3
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Other reported transaction ×2
The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.
Tax withholding ×2
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Gift ×1
Shares were transferred as a gift, typically for estate or charitable planning. No sale into the market took place.
Form 4 Other reported transaction Tax / Compensation Filing 2026-09-15

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Wilk Jason (Director, Chief Executive Officer, 10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction derivative · Variable Prepaid Forward Contract (obligation to sell) 37,090 — —
Filing: Form 4 (Insider Transaction) Insider: Wilk Jason (Director, Chief Executive Officer, 10% Owner)
View on SEC EDGAR → Open Filing Document →
Form 4 Other reported transaction Tax / Compensation Filing 2026-09-15

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Beilman Kyle (CFO and COO and Secretary) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction derivative · Variable Prepaid Forward Contract (obligation to sell) 40,000 — —
Filing: Form 4 (Insider Transaction) Insider: Beilman Kyle (CFO and COO and Secretary)
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Tax / Compensation Filing 2026-09-14

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Carroll Brendan (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale derivative · Warrant (Right to Buy) 15,359 $1.59 $24.4K
S Open-market sale derivative · Warrant (Right to Buy) 16,179 $1.59 $25.7K
S Open-market sale derivative · Warrant (Right to Buy) 33,453 $1.60 $53.5K
Filing: Form 4 (Insider Transaction) Insider: Carroll Brendan (Director)
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Tax / Compensation Filing 2026-09-09

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Carroll Brendan (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale derivative · Warrant (Right to Buy) 300,000 $1.98 $594.0K
Filing: Form 4 (Insider Transaction) Insider: Carroll Brendan (Director)
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-04

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Beilman Kyle (CFO and COO and Secretary) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 3,748 $372.85 $1.40M
Filing: Form 4 (Insider Transaction) Insider: Beilman Kyle (CFO and COO and Secretary) Shares: 3,748
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-04

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Wilk Jason (Director, Chief Executive Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 7,809 $372.85 $2.91M
Filing: Form 4 (Insider Transaction) Insider: Wilk Jason (Director, Chief Executive Officer) Shares: 7,809
View on SEC EDGAR → Open Filing Document →
Form 4 Gift Tax / Compensation Filing 2026-06-09

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Rozov Yadin (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were transferred as a gift, typically for estate or charitable planning. No sale into the market took place.

Transactions reported on this filing
Code Nature Shares Price Value
G Gift 2,200 — —
Filing: Form 4 (Insider Transaction) Insider: Rozov Yadin (Director) Shares: 2,200
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-08

DAVE insider Preston Dan (Director) sold 550 shares (~$139.6K)

Preston Dan, listed as Director at Dave Inc./DE, reported an open-market sale of 550 DAVE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 275 $247.65 $68.1K
S Open-market sale 275 $259.83 $71.5K
Filing: Form 4 (Insider Transaction) Insider: Preston Dan (Director) Shares: 550 Est. Value: $139.6K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-04

DAVE insider Beilman Kyle (CFO and COO and Secretary) sold 4,122 shares (~$1.13M)

Beilman Kyle, listed as CFO and COO and Secretary at Dave Inc./DE, reported an open-market sale of 4,122 DAVE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 49 $277.23 $13.6K
S Open-market sale 4,073 $275.00 $1.12M
Filing: Form 4 (Insider Transaction) Insider: Beilman Kyle (CFO and COO and Secretary) Shares: 4,122 Est. Value: $1.13M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-04

DAVE insider Wilk Jason (Director, Chief Executive Officer) sold 8,474 shares (~$2.33M)

Wilk Jason, listed as Director, Chief Executive Officer at Dave Inc./DE, reported an open-market sale of 8,474 DAVE shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 80 $277.49 $22.2K
S Open-market sale 104 $276.55 $28.8K
S Open-market sale 8,290 $275.01 $2.28M
Filing: Form 4 (Insider Transaction) Insider: Wilk Jason (Director, Chief Executive Officer) Shares: 8,474 Est. Value: $2.33M
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-06-04

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

POPE MICHAEL W (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 637 — —
Filing: Form 4 (Insider Transaction) Insider: POPE MICHAEL W (Director) Shares: 637
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-06-04

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Khajehnouri Nima (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 637 — —
Filing: Form 4 (Insider Transaction) Insider: Khajehnouri Nima (Director) Shares: 637
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-06-04

DAVE insider Form 4 filed for equity award, exercise, or tax withholding

Rozov Yadin (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 637 — —
Filing: Form 4 (Insider Transaction) Insider: Rozov Yadin (Director) Shares: 637
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 4 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Dave Inc. has 4 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Large Proposed Insider Sale 2026-09-16

DAVE Form 144 filed for proposed insider sale by YADIN ROZOV (54,782 shares) ~$20.26M

YADIN ROZOV filed a Form 144 with the SEC indicating intent to sell DAVE (Dave Inc./DE) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: YADIN ROZOV Shares: 54,782 Est. Value: $20.26M
View on SEC EDGAR → Open Filing Document →
Form 144 Large Proposed Insider Sale 2026-09-11

DAVE Form 144 filed for proposed insider sale by Beilman Kyle (40,000 shares) ~$14.03M

Beilman Kyle filed a Form 144 with the SEC indicating intent to sell DAVE (Dave Inc./DE) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: Beilman Kyle Shares: 40,000 Est. Value: $14.03M
View on SEC EDGAR → Open Filing Document →
Form 144 Large Proposed Insider Sale 2026-09-11

DAVE Form 144 filed for proposed insider sale by Jason Wilk (37,090 shares) ~$13.20M

Jason Wilk filed a Form 144 with the SEC indicating intent to sell DAVE (Dave Inc./DE) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: Jason Wilk Shares: 37,090 Est. Value: $13.20M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-08

DAVE Form 144 filed for proposed insider sale by YADIN ROZOV (11,184 shares) ~$4.26M

YADIN ROZOV filed a Form 144 with the SEC indicating intent to sell DAVE (Dave Inc./DE) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: YADIN ROZOV Shares: 11,184 Est. Value: $4.26M
View on SEC EDGAR → Open Filing Document →
Material Events 2 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 2 in this period for Dave Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-08-14

DAVE filed 8-K — material company event

Dave Inc./DE filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-08-05

DAVE filed 8-K — material company event

Dave Inc./DE filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for Dave Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-05

DAVE filed Quarterly Report (10-Q)

Dave Inc./DE filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
View on SEC EDGAR → Open Filing Document →

How we classify Dave Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on DAVE. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — DAVE SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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