Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dave Inc./DEDAVE · Entity 4017 | CFO and COO and Secretary | September 11, 2026 | September 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Dave Inc./DE
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Variable Prepaid Forward Contract (obligation to sell)SEC Table II · derivative / convertible security | Direct | 40,000 |
Reported balance
After 2026-09-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-11 · Other · Acquired 40,000 · Balance 40,000 F1: On September 11, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $10.8 million. The Reporting Person pledged 40,000 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $490.46 (the "Maximum Price") but greater than $297.78 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 11, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $10.8 million. The Reporting Person pledged 40,000 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge.
F2: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $490.46 (the "Maximum Price") but greater than $297.78 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price;
F3: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 15, 2026 20:58 UTC | Dave Inc./DE DAVE · Entity 4017 | OtherVariable Prepaid Forward Contract (obligation to sell) · Derivative | 40,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-392085 · ownership.xml · derivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: On September 11, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $10.8 million. The Reporting Person pledged 40,000 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · derivative.exercise_price: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $490.46 (the "Maximum Price") but greater than $297.78 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · derivative.exercise_price: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. F1 · price: On September 11, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $10.8 million. The Reporting Person pledged 40,000 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · price: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $490.46 (the "Maximum Price") but greater than $297.78 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · price: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. F1 · derivative.exercise_date: On September 11, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $10.8 million. The Reporting Person pledged 40,000 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · derivative.exercise_date: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $490.46 (the "Maximum Price") but greater than $297.78 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · derivative.exercise_date: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. F1 · derivative.expiration_date: On September 11, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $10.8 million. The Reporting Person pledged 40,000 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · derivative.expiration_date: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $490.46 (the "Maximum Price") but greater than $297.78 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · derivative.expiration_date: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price as of the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 22:30 UTC | Dave Inc./DE DAVE · Entity 4017 | Tax withholdingClass A Common Stock | 3,748 | $372.85 | $1,397,441.80 |
DisclosureSEC source: 0001193125-26-383910 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,407 F1 · shares: Represents shares of Class A Common Stock withheld by the Issuer to satisfy tax withholding upon the vesting of restricted stock units. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 22:05 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 4,073 | $275.00 | $1,120,075.00 |
DisclosureSEC source: 0001193125-26-257870 · ownership.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,155 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $274.27 to $275.01, inclusive. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 22:05 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 49 | $277.23 | $13,584.27 |
DisclosureSEC source: 0001193125-26-257870 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,228 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $276.76 to $277.63, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| May 29, 2026 Filed May 29, 2026 22:32 UTC | Dave Inc./DE DAVE · Entity 4017 | OtherPrepaid Variable Forward Contract (obligation to sell) · Derivative | 25,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-249002 · ownership.xml · derivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,650 Underlying: Class A Common Stock · 25,650 shares Expires not disclosed F1 · derivative.exercise_price: On May 29, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $5.2 million. The Reporting Person pledged 25,650 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · derivative.exercise_price: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $429.75 (the "Maximum Price") but greater than $220.39 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · derivative.exercise_price: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Common Stock equal to the Subject Shares. F1 · price: On May 29, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $5.2 million. The Reporting Person pledged 25,650 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · price: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $429.75 (the "Maximum Price") but greater than $220.39 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · price: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Common Stock equal to the Subject Shares. F1 · derivative.exercise_date: On May 29, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $5.2 million. The Reporting Person pledged 25,650 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · derivative.exercise_date: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $429.75 (the "Maximum Price") but greater than $220.39 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · derivative.exercise_date: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Common Stock equal to the Subject Shares. F1 · derivative.expiration_date: On May 29, 2026, the Reporting Person entered into a variable prepaid forward contract with an unaffiliated counterparty. The contract obligates the Reporting Person to deliver shares of Dave Inc. (the "Issuer") Class A Common Stock or, at the Reporting Person's election subject to certain conditions, settle the contract in cash, on a settlement date on or about June 15, 2028 (the "Maturity Date"). In exchange, the Reporting Person will receive an upfront cash payment of $5.2 million. The Reporting Person pledged 25,650 shares of the Issuer's Class A Common Stock (the "Subject Shares") to secure his obligations under the contract. The Reporting Person will retain all voting, dividend and other rights in the Subject Shares during the term of the pledge. F2 · derivative.expiration_date: If the Reporting Person does not elect to settle the contract in cash, the number of shares of the Issuer's Class A Common Stock that may be delivered by the Reporting Person following the Maturity Date will generally be determined as follows: (a) if the closing price of shares of the Issuer's Class A Common Stock prior to the Maturity Date (the "Settlement Price") is less than $429.75 (the "Maximum Price") but greater than $220.39 (the "Minimum Price"), the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to the Minimum Price divided by the Settlement Price; F3 · derivative.expiration_date: [Continued from footnote 2] (b) if the Settlement Price is equal to or greater than the Maximum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Class A Common Stock equal to the Subject Shares multiplied by a ratio equal to a fraction with a numerator equal to the sum of (A) the Minimum Price and (B) the excess, if any, of the Settlement Price over the Maximum Price, and a denominator equal to the Settlement Price; and (c) if the Settlement Price is equal to or less than the Minimum Price on the Maturity Date, the Reporting Person will deliver a number of shares of the Issuer's Common Stock equal to the Subject Shares. Read SEC document |
| March 18, 2026 Filed Mar 21, 2026 01:00 UTC | Dave Inc./DE DAVE · Entity 4017 | Tax withholdingClass A Common Stock | 3,261 | $206.09 | $672,059.49 |
DisclosureSEC source: 0001889438-26-000004 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,277 F1 · shares: Represents shares of Class A Common Stock withheld by the Issuer to satisfy tax withholding upon the vesting of restricted stock units. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 21:30 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 9,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001889438-26-000002 · ownership.xml · nonDerivative · entry 3 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,538 F3 · shares: Reflects the number of PSUs earned, as a result of the Compensation Committee's certification to the achievement of performance for the period from January 1, 2025 to December 31, 2025, under the terms of a PSU award granted on April 11, 2025. These shares will vest on June 1, 2028, subject to the Reporting Person's continued service through such vesting date. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 21:30 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 30,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001889438-26-000002 · ownership.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,040 F2 · shares: Reflects the number of performance-based restricted stock units ("PSUs") earned, as a result of the Compensation Committee's certification to the achievement of performance for the period from January 1, 2025 to December 31, 2025, under the terms of a PSU award granted on April 17, 2024. These shares will vest on June 1, 2027, subject to the Reporting Person's continued service through such vesting date. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 21:30 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 8,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001889438-26-000002 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,816 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit ("RSU") award granted under the Issuer's Amended and Restated 2021 Equity Incentive Plan. The RSU will vest as to 1/8 of the total number of shares on June 1, 2026 and an additional 1/16 of the total number of shares on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 14:15 UTC | Dave Inc./DE DAVE · Entity 4017 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.42 | $0.00 |
DisclosureSEC source: 0001193125-26-026226 · ownership.xml · derivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,958 Underlying: Class A Common Stock · 5,000 shares Expires 2028-11-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The exercise price and the number of securities reported herein have been adjusted to reflect the 1-for-32 reverse stock split effected by the Issuer on January 5, 2023. F2 · derivative.exercise_date: The option vested 25% on July 15, 2019 and 1/48th monthly thereafter. F1 · derivative.underlying_shares: The exercise price and the number of securities reported herein have been adjusted to reflect the 1-for-32 reverse stock split effected by the Issuer on January 5, 2023. F1 · balance_after: The exercise price and the number of securities reported herein have been adjusted to reflect the 1-for-32 reverse stock split effected by the Issuer on January 5, 2023. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 14:15 UTC | Dave Inc./DE DAVE · Entity 4017 | Exercise / conversionClass A Common Stock | 5,000 | $1.42 | $7,100.00 |
DisclosureSEC source: 0001193125-26-026226 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,556 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 23:10 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 3,495 | $203.77 | $712,176.15 |
DisclosureSEC source: 0001193125-25-307073 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,556 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 20:27 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 400 | $231.00 | $92,400.00 |
DisclosureSEC source: 0001193125-25-211383 · ownership.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,051 F1 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2025. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 20:27 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 59,141 | $230.06 | $13,605,978.46 |
DisclosureSEC source: 0001193125-25-211383 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,451 F1 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $230.00 to $230.90, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 23:30 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 1,140 | $230.00 | $262,200.00 |
DisclosureSEC source: 0001193125-25-205255 · ownership.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 213,592 F1 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2025. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 23:30 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 9,319 | $230.02 | $2,143,556.38 |
DisclosureSEC source: 0001193125-25-205255 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,732 F1 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 4, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $230.00 to $230.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 04, 2025 Filed Sep 5, 2025 23:33 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 2 | $201.95 | $403.90 |
DisclosureSEC source: 0000950170-25-113308 · ownership.xml · nonDerivative · entry 3 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,051 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. Read SEC document |
| September 04, 2025 Filed Sep 5, 2025 23:33 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 21 | $200.52 | $4,210.92 |
DisclosureSEC source: 0000950170-25-113308 · ownership.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,053 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. Read SEC document |
| September 04, 2025 Filed Sep 5, 2025 23:33 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 3,548 | $199.42 | $707,542.16 |
DisclosureSEC source: 0000950170-25-113308 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,074 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.41 to $200.12, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| July 14, 2025 Filed Jul 15, 2025 20:31 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-095892 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and COO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,622 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit ("RSU") award granted under the Issuer's Amended and Restated 2021 Equity Incentive Plan. The RSU will vest as to 1/16 of the total number of shares on September 1, 2025 and an additional 1/16 of the total number of shares on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 143 | $230.00 | $32,890.00 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 17 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 224,382 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 885 | $227.99 | $201,771.15 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 16 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 224,525 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F18 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $227.63 to $228.20, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 220 | $225.95 | $49,709.00 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 15 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 225,410 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F17 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $225.76 to $226.13, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 654 | $222.87 | $145,756.98 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 14 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 225,630 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F16 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $222.22 to $223.05, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 791 | $220.81 | $174,660.71 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 13 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 226,284 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F15 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $220.66 to $221.58, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 728 | $219.55 | $159,832.40 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 12 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 227,075 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $219.46 to $219.61, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 688 | $217.93 | $149,935.84 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 11 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 227,803 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $217.56 to $218.44, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 137 | $216.53 | $29,664.61 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 10 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 228,491 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $216.30 to $216.77, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 742 | $215.28 | $159,737.76 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 9 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 228,628 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $214.94 to $215.56, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 301 | $213.58 | $64,287.58 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 8 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229,370 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $213.37 to $214.00, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 4,772 | $212.82 | $1,015,577.04 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 7 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 229,671 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $212.37 to $213.35, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 2,393 | $211.85 | $506,957.05 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 6 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 234,443 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $211.37 to $212.34, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 1,126 | $210.89 | $237,462.14 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 5 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 236,836 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $210.37 to $211.30, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 4,605 | $209.37 | $964,148.85 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 4 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 237,962 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $208.93 to $209.80, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 11,343 | $208.52 | $2,365,242.36 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 3 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 242,567 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.93 to $208.91, inclusive. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 472 | $207.01 | $97,708.72 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 253,910 F3 · kind: The sales reported in this row were executed pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 14, 2025. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.66 to $207.24, inclusive. Read SEC document |
| June 03, 2025 Filed Jun 17, 2025 20:48 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 5,372 | $204.72 | $1,099,755.84 |
DisclosureSEC source: 0000950170-25-087458 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 254,382 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $204.70 to $204.73, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 21:02 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 15,755 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-054314 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,754 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit ("RSU") award granted under the Issuer's Amended and Restated 2021 Equity Incentive Plan. The RSU will vest as to 1/16 of the total number of shares on June 1, 2025 and an additional 1/16 of the total number of shares on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:01 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 30,227 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-035665 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,999 F1 · shares: Reflects the number of performance-based restricted stock units ("PSUs") earned, as a result of the Compensation Committee's certification to the achievement of performance for the period from January 1, 2024 to December 31, 2024, under the terms of a PSU award granted on April 17, 2024. These shares will vest on June 1, 2027, subject to the Reporting Person's continued service through such vesting date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:10 UTC | Dave Inc./DE DAVE · Entity 4017 | Tax withholdingClass A Common Stock | 36,670 | $100.66 | $3,691,202.20 |
DisclosureSEC source: 0000950170-25-032423 · ownership.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,772 F1 · shares: Represents shares of Class A Common Stock withheld by the Issuer to satisfy tax withholding upon the vesting of restricted stock units and performance-based restricted stock units. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:36 UTC | Dave Inc./DE DAVE · Entity 4017 | PurchaseClass A Common Stock | 850 | $37.67 | $32,019.50 |
DisclosureSEC source: 0000950172-24-000329 · form4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,442 Read SEC document |
| April 17, 2024 Filed Apr 19, 2024 22:04 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 60,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000950172-24-000205 · form4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,592 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit ("RSU") award granted under the Issuer's Amended and Restated 2021 Equity Incentive Plan. The RSU will vest as to 1/16 of the total number of shares on June 1, 2024 and an additional 1/16 of the total number of shares on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| March 14, 2024 Filed Mar 16, 2024 00:52 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 4,188 | $33.26 | $139,292.88 |
DisclosureSEC source: 0001096906-24-000459 · form4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,143 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.20 to $33.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 07, 2023 Filed Sep 12, 2023 01:29 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 2,350 | $6.27 | $14,740.85 |
DisclosureSEC source: 0001209191-23-049047 · doc4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,331 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.12 to $7.0258, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 02, 2023 Filed Jun 7, 2023 00:38 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 1,988 | $5.29 | $10,521.49 |
DisclosureSEC source: 0001209191-23-034900 · doc4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,681 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.29 to $5.455, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 23:19 UTC | Dave Inc./DE DAVE · Entity 4017 | PurchaseClass A Common Stock | 1,500 | $6.90 | $10,350.00 |
DisclosureSEC source: 0001209191-23-018653 · doc4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,669 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 23:27 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 2,357 | $8.00 | $18,858.83 |
DisclosureSEC source: 0001209191-23-016465 · doc4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,169 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.00 to $8.054, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 22:05 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 37,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005318 · doc4.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,526 F2 · shares: Represents shares of Class A Common Stock underlying a performance-based restricted stock unit award ("PRSU") granted under the Plan. Vesting of the PRSU will occur only on four vesting dates per year, as follows: March 1, June 1, September 1 and December 1 (each, a "Vesting Date"). The PRSU will vest upon the later of (i) March 1, 2025, or (ii) the Vesting Date immediately following the achievement of certain performance metrics based on the Issuer's average closing price for 30 consecutive trading days, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 22:05 UTC | Dave Inc./DE DAVE · Entity 4017 | GrantClass A Common Stock | 30,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005318 · doc4.xml · nonDerivative · entry 1 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,987 F1 · shares: Represents shares of Class A Common Stock underlying a restricted stock unit award ("RSU") granted under the Issuer's 2021 Equity Incentive Plan (the "Plan"). The RSU will vest as to 1/16 of the total number of shares on March 1, 2023 and an additional 1/16 of the total number of shares on each quarterly anniversary thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 23:40 UTC | Dave Inc./DE DAVE · Entity 4017 | SaleClass A Common Stock | 3,643 | $0.34 | $1,230.24 |
DisclosureSEC source: 0001209191-22-060248 · doc4.xml · nonDerivative · entry 2 Beilman Kyle · CIK 0001889438 · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,190,594 F1 · kind: Shares of the Issuer's Class A Common Stock were sold to satisfy tax obligations relating to the acquisition of shares of the Issuer's Class A Common Stock in connection with the settlement of the vested portion of RSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.