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.
Dave Inc. filings document the regulatory record for a Nasdaq-listed neobank with Class A common stock and redeemable warrants. Recent 8-K reports furnish operating and financial results, preliminary results, guidance-related exhibits, securities registered on Nasdaq, and material events tied to the company’s fintech model, including ExtraCash activity, credit performance metrics, CashAI underwriting, member trends, and Dave Debit Card spend.
The filing record also covers capital structure and governance. Disclosures include a completed Rule 144A offering of 0% Convertible Senior Notes due 2031, capped call transactions, share repurchase activity, warrant terms, definitive proxy materials, director and Audit Committee changes, executive employment-agreement amendments, equity-compensation matters, and executive-pay tables.
Dave Inc. reports a joint Schedule 13G filing by two affiliated broker‑dealers that together report beneficial ownership of 613,445 shares of Class A common stock, representing 5.4% of the class. The filing notes 11,399,723 shares outstanding as of March 31, 2026. The disclosure states that G1 Execution Services, LLC and Susquehanna Securities, LLC each claim certain sole and shared voting and dispositive powers and that the filing is made pursuant to a Joint Filing Agreement.
Dave Inc. ownership disclosure: Divisadero Street Capital Management, LP and related entities report beneficial ownership positions in Class A common stock. Divisadero Street Capital Management, LP and William Zolezzi each report 1,125,840 shares (9.2%); Divisadero Street Partners, L.P. and its GP/manager report 974,033 shares (8.0%). The filing states these securities are held for advisory clients and includes a joint filing and control-person exhibit.
Dave Inc. reports strong Q1 2026 growth with net income of $57.9M, up from $28.8M a year earlier, as it scales its neobank platform.
Total operating revenues rose to $158.4M from $108.0M, driven mainly by ExtraCash processing and overdraft service fees of $133.6M and subscriptions of $13.9M. Net income per diluted share increased to $4.02 from $1.97.
Cash and cash equivalents reached $133.3M and ExtraCash receivables, net, were $279.1M. The company issued $200.0M of 0% Convertible Senior Notes due 2031, spent about $186.7M on Class A share repurchases, and ended the quarter with total assets of $530.5M.
Dave Inc. ownership disclosure: Jane Street Group, LLC and its subsidiaries report beneficial ownership totaling 617,280.88 shares of Class A common stock, representing 5.4% of the class. The filing breaks the stake into Jane Street Capital, LLC (457,280.88 shares, 4.0%) and Jane Street Global Trading, LLC (160,000.00 shares, 1.4%).
The cover lists the issuer's principal executive office as 1265 South Cochran Avenue, Los Angeles, California. The Schedule 13G is signed by Jeremy Kahn as authorized signatory on 04/24/2026.
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.