DAVE Dave (DAVE) Insider Trading, Ownership & Congress Trades
Financial Services · Finance services · CIK 0001841408
Form 144 · 4
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
227
13F, latest reported quarter
What the filings say about DAVE
Insiders, 180 days
-$3.6M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$51.8M
4 notices
Dave insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Dave Inc./DE insiders sold a net $3.6M of stock across 360 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Jun 4, 2026.
- The trade is 5.3% of the 5,191 shares held after it.
- 2 other insiders sold within 30 days.
- 227 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Preston Dan sold about $71.5K of DAVE on Jun 5, 2026; 2 other insiders sold within 30 days and 227 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 5, 2025.
- The trade is 5.0% of the 5,466 shares held after it.
- 2 other insiders sold within 30 days.
- 227 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Preston Dan sold about $68.1K of DAVE on Jun 4, 2026; 2 other insiders sold within 30 days and 227 funds added in the latest 13F quarter.Context
- 35 earlier Form 4 trades (code P or S) here by this insider (2 buys, 33 sales), the last on Dec 2, 2025.
- -7.8% median (-7.8% mean) 90-day return after 2 previous buys.
- The trade is 0.0% of the 200,228 shares held after it.
- 2 other insiders sold within 30 days.
- 227 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO and COO and Secretary Beilman Kyle sold about $13.6K of DAVE on Jun 2, 2026; 2 other insiders sold within 30 days and 227 funds added in the latest 13F quarter.Context
- 35 earlier Form 4 trades (code P or S) here by this insider (2 buys, 33 sales), the last on Dec 2, 2025.
- -7.8% median (-7.8% mean) 90-day return after 2 previous buys.
- The trade is 2.1% of the 196,155 shares held after it.
- 2 other insiders sold within 30 days.
- 227 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO and COO and Secretary Beilman Kyle sold about $1.1M of DAVE on Jun 2, 2026; 2 other insiders sold within 30 days and 227 funds added in the latest 13F quarter.Context
- 38 earlier Form 4 trades (code P or S) here by this insider (1 buy, 37 sales), the last on Dec 2, 2025.
- The trade is 0.0% of the 308,240 shares held after it.
- 2 other insiders sold within 30 days.
- 227 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Wilk Jason sold about $28.8K of DAVE on Jun 2, 2026; 2 other insiders sold within 30 days and 227 funds added in the latest 13F quarter.360 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$3.6M over 180 days
below 67% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
227 funds bought in last quarter
more than 79% of Financial Services
Revenue
+59.7% year over year
more than 82% of Financial Services
Margin
35.3% net margin
more than 83% of Financial Services
Buybacks
$205.9M repurchased, FY to 2026-06-30
more than 72% of Financial Services
Short interest
24.0% of the float short (float per yahoo 2026-10-26) · 7.3 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 27Insider selling stopped: no sales in 90 days after 7 in the prior 90
Why it matters
The absence is the signal: 7 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch DAVE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+62.4%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns DAVE: institutional holders (13F)
13F holdings, latest reported quarter
1,667,948 sh
$621.5M
1,104,277 sh
$411.4M
699,366 sh
$260.6M
479,746 sh
$178.7M
474,139 sh
$176.7M
Congress trades in DAVE
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
DAVE planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
YADIN ROZOV
Filed 2026-09-16
$20.3M
Beilman Kyle
Filed 2026-09-11
$14.0M
Jason Wilk
Filed 2026-09-11
$13.2M
YADIN ROZOV
Filed 2026-09-08
$4.3M
DAVE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Calamos Timpani Small Cap Growth Fund
$39.8M position · as of 2026-07-31
5.2%
Calamos Timpani SMID Growth Fund
$2.3M position · as of 2026-07-31
5.2%
Castellan Targeted Equity ETF
$29.7M position · as of 2026-05-29
4.9%
Select FinTech Portfolio
$3.9M position · as of 2026-05-31
4.8%
CapForce IBD 50 ETF
$2.5M position · as of 2026-07-31
3.1%
Hood River Small-Cap Growth Fund
$196.5M position · as of 2026-06-30
3.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.2M
$102.2M
$5.7M
+2286%
+72%
2024
$11.7M
$50.9M
$5.7M
+837%
+74%
2023
$2.3M
$1.9M
$1.8M
-10%
+39%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.6M sold by insiders over 180 days, 227 funds added last quarter, $51.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
DAVE financials
Revenue growth
+59.7%
XBRL, annual
Net margin
35.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$643.7M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM DAVE
| FY Dec 2025 | $554.2M |
| FY Dec 2024 | $347.1M |
| FY Dec 2023 | $259.1M |
| FY Dec 2022 | $204.8M |
| FY Dec 2021 | $153.0M |
| Jun 2026 | $170.8M |
| Mar 2026 | $158.4M |
| Dec 2025 | $163.7M |
| Sep 2025 | $150.7M |
| Jun 2025 | $131.8M |
| Mar 2025 | $108.0M |
| Dec 2024 | $100.8M |
| Sep 2024 | $92.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+34.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM DAVE
| FY Dec 2025 | +35.4% |
| FY Dec 2024 | +16.7% |
| FY Dec 2023 | -18.9% |
| FY Dec 2022 | -62.9% |
| FY Dec 2021 | -13.1% |
| Jun 2026 | +3.9% |
| Mar 2026 | +36.6% |
| Dec 2025 | +40.4% |
| Sep 2025 | +61.1% |
| Jun 2025 | +6.9% |
| Mar 2025 | +26.7% |
| Dec 2024 | +16.8% |
| Sep 2024 | +0.5% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$326.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM DAVE
| FY Dec 2025 | $289.7M |
| FY Dec 2024 | $124.9M |
| FY Dec 2023 | $33.1M |
| FY Dec 2022 | -$45.6M |
| FY Dec 2021 | -$912.0K |
| Jun 2026 | $68.1M |
| Mar 2026 | $82.0M |
| Dec 2025 | $93.2M |
| Sep 2025 | $83.2M |
| Jun 2025 | $68.1M |
| Mar 2025 | $45.2M |
| Dec 2024 | $41.7M |
| Sep 2024 | $37.0M |
At each fiscal year end
Single quarter
Debt to equity
0.93x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity DAVE
| FY Dec 2025 | 0.00x |
| FY Dec 2024 | 0.41x |
| FY Dec 2023 | 0.86x |
| FY Dec 2022 | 0.70x |
| FY Dec 2021 | 0.90x |
| Jun 2026 | 0.93x |
| Mar 2026 | 0.95x |
| Dec 2025 | 0.00x |
| Sep 2025 | 0.26x |
| Jun 2025 | 0.35x |
| Mar 2025 | 0.38x |
| Dec 2024 | 0.41x |
| Sep 2024 | 0.48x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.69x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt DAVE
| FY Dec 2025 | n/a |
| FY Dec 2024 | 1.67x |
| FY Dec 2023 | 0.45x |
| FY Dec 2022 | -0.60x |
| FY Dec 2021 | -0.02x |
| Jun 2026 | 1.69x |
| Mar 2026 | 1.70x |
| Dec 2025 | n/a |
| Sep 2025 | 3.18x |
| Jun 2025 | 2.56x |
| Mar 2025 | 2.03x |
| Dec 2024 | 1.67x |
| Sep 2024 | 1.32x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+104.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity DAVE
| FY Dec 2025 | +73.2% |
| FY Dec 2024 | +42.9% |
| FY Dec 2023 | -50.6% |
| FY Dec 2022 | -177.4% |
| FY Dec 2021 | -103.2% |
| Jun 2026 | +104.8% |
| Mar 2026 | +111.7% |
| Dec 2025 | +73.2% |
| Sep 2025 | +65.7% |
| Jun 2025 | +30.8% |
| Mar 2025 | +32.2% |
| Dec 2024 | +42.9% |
| Sep 2024 | +34.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+47.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets DAVE
| FY Dec 2025 | +49.8% |
| FY Dec 2024 | +19.6% |
| FY Dec 2023 | -15.9% |
| FY Dec 2022 | -55.0% |
| FY Dec 2021 | -13.6% |
| Jun 2026 | +47.7% |
| Mar 2026 | +53.2% |
| Dec 2025 | +49.8% |
| Sep 2025 | +41.6% |
| Jun 2025 | +18.1% |
| Mar 2025 | +19.1% |
| Dec 2024 | +19.6% |
| Sep 2024 | +14.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital DAVE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed DAVE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
23.00x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing DAVE
| FY Dec 2025 | 16.40x |
| FY Dec 2024 | 20.36x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 24.16x |
| Mar 2026 | 11.20x |
| Dec 2025 | 16.40x |
| Sep 2025 | 19.74x |
| Jun 2025 | 70.82x |
| Mar 2025 | 22.71x |
| Dec 2024 | 20.36x |
| Sep 2024 | 12.77x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value DAVE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield DAVE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.07x
P/E over trailing EPS growth of 307%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing DAVE
| FY Dec 2025 | 0.08x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.08x |
| Mar 2026 | 0.03x |
| Dec 2025 | 0.08x |
| Sep 2025 | 0.09x |
| Jun 2025 | 0.87x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $554.2M | $347.1M | $259.1M | $204.8M |
| Net income | $196.0M | $58.0M | -$49.0M | -$128.9M |
| EPS (diluted) | 13.53 | 4.19 | -4.07 | -11.12 |
| Operating cash flow | $290.0M | $125.1M | $33.8M | -$44.9M |
| Cash | $80.5M | $49.7M | $41.8M | $22.9M |
| Long-term debt | $0 | $75.0M | $75.0M | $75.0M |
| Buybacks | $43.7M | $0 | $0 | $536.0K |
SEC XBRL, fiscal years, as known on 2026-10-27
DAVE Stock Sonar score 6/7 axes
Find similar shapesCompareDAVE ranks highest on profitability (97th percentile) and growth (82nd), and lowest on insider conviction (16th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
DAVE filings, in plain words
Are Dave insiders buying or selling DAVE?
In the 180 days to 2026-10-27, Dave insiders were net sellers, a net $3.6M across purchases and sales reported on Form 4, by 3 sellers.
Are there planned insider sales of DAVE?
Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $51.8M of stock; the latest, by YADIN ROZOV, was filed 2026-09-16.
Read the full summary
In the 180 days to 2026-10-27, Dave insiders were net sellers of DAVE, a net $3.6M across purchases and sales reported on Form 4 by 3 sellers. None of the 7 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $51.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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