Kyle Beilman

CFO/COO/Secretary Kyle Beilman sells 4,122 shares at $275.03 avg for $1,133,659.27; retains 196,155 shares.

Kyle Beilman, CFO and COO and Secretary, executed 2 separate sales totaling 4,122 shares for $1,133,659.27 on 2026-06-02, reducing holdings by 2.1% to 196,155 shares. His 5 prior sells at DAVE have all been well-timed at the 90-day mark, with negative 90-day returns on each occasion—a consistent pattern suggesting disciplined execution. The current stock price of $261.69 is now 11.0% below the 52-week high of $293.90, placing these transactions at a level higher than today's valuation. With the company posting revenue growth of 59.7% annually and net income of $57,936,000.00 on the latest quarter's $158,414,000.00 revenue, near-term fundamentals remain solid; the 90-day window following this sale will clarify whether the pattern of well-timed exits at this ticker continues.

CFO Beilman Kyle sold 3,495 shares of DAVE at $203.77; retains 150,556 shares (-2.3% holdings)

Beilman Kyle, serving as CFO and COO and Secretary, sold 3,495 shares on 2025-12-02 at $203.77, reducing his holdings from 154,051 to 150,556 shares—a modest -2.3% reduction in his stake. The sale occurred at a price 27.7% below the 52-week high of $281.79 and follows a 15.1% decline over the preceding 30 days. At the same ticker, his prior five trades have shown mixed timing outcomes, with only one measurable 90-day result (the 2025-09-04 sale, which posted a +1.6% return—meaning the stock rose after his sale, rendering that trade poorly timed). His broader cross-ticker track record shows 20 prior sells with an average 90-day return of +2.9%, indicating a 18.75% well-timed rate—modestly below-average at capturing declines. Dave Inc. fundamentals remain strong, with revenue of $150,725,000.00 and net income of $92,072,000.00 in the latest quarter, paired with 34.0% annual revenue growth and a P/E of 44.11.

CFO Kyle Beilman sells 59,541 shares of DAVE for $13,698,378.46 via pre-arranged 10b5-1 plan

Kyle Beilman, CFO and COO of Dave Inc., executed 2 separate sales totaling 59,541 shares for $13,698,378.46 at a blended average price of $230.07 on 2025-09-19. This sale reduced his post-transaction holdings to 154,051 shares, down 27.9% from pre-transaction holdings of 213,592 shares. The transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-06-04, indicating the sales were scheduled rather than discretionary. As a scheduled program, this transaction does not provide insight into management's current market assessment, but the cumulative reduction of holdings by more than one-quarter warrants investor attention to the underlying business fundamentals and forward guidance.

CFO Kyle Beilman sold 10,459 shares of DAVE across 2 transactions (9,319 at $230.02 on 2025-09-12; 1,140 at $230.00 on 2025-09-15) for $2,405,756.38 total.

Kyle Beilman, serving as CFO, COO, and Secretary, executed two separate sales totaling 10,459 shares for $2,405,756.38, reducing his holdings by 4.7% from 224,051 to 213,592 shares. The transactions occurred near the stock's 52-week high of $281.79 (current price $214.24 is -24.0% from that peak), though the blended transaction price of $230.02 sits above the current level. Across his cross-ticker open-market history, Beilman's 20 prior sells averaged a 90-day return of +3.8%, with a 17.65% well-timed rate—indicating most sales were followed by stock appreciation rather than declines. At DAVE specifically, his 5 prior trades show mixed outcomes: his two prior measurable same-ticker sales (both on 2025-06-13) posted 90-day returns of +7.4% and +6.6%, meaning both were followed by gains after the sales. The latest sales lack yet-measurable outcome data. This pattern—selling into strength with subsequent price appreciation in prior instances—does not establish a signal of heightened concern about the company's fundamentals, which show 34.0% annual revenue growth and a net income of $9,040,000.00 on $131,757,000.00 quarterly revenue.

CFO Kyle Beilman sells 3,571 shares at blended average $199.43; stock now $194.65, down 30.9% from 52-week high.

Kyle Beilman, CFO and COO, executed 3 separate sales totaling 3,571 shares for $712,156.98 on 2025-09-04 at prices ranging from $199.42 to $201.95, reducing his holdings by 1.6% from 227,622 to 224,051 shares. The sale occurred at prices above the current market level of $194.65, and the stock has declined 12.1% over the past 90 days and is currently 30.9% below its 52-week high of $281.79. Beilman's prior 5 sales at DAVE on 2025-06-13 all showed negative 30-day returns (ranging from -2.1% to -11.9%), though the pattern at this ticker does not yet provide a 90-day assessment. His cross-ticker track record shows 17 prior sells with an average 90-day return of +4.2% and a 0% well-timed rate, indicating his prior sales have generally preceded rises in stock price rather than declines. The company itself shows strong fundamentals with $131.8M in latest-quarter revenue, $9.0M net income, and 34.0% annual revenue growth, though the valuation remains elevated at a P/E of 42.13.

CFO Kyle Beilman sold 35,372 shares for $7,455,098.03 via pre-arranged 10b5-1 plan (17 sales, $210.76 blended avg)

Kyle Beilman, CFO and Secretary of Dave Inc., executed 17 separate sales totaling 35,372 shares for $7,455,098.03 between June 3 and June 13, 2025, at prices ranging from $204.72 to $230.00 per share and blended average price of $210.76. This sale reduced his holdings from 259,754 shares to 224,382 shares, representing a 13.6% reduction in his pre-transaction stake. The transaction was conducted pursuant to a pre-arranged 10b5-1 trading plan adopted on 2025-03-14, meaning the sales were scheduled and not discretionary. The multi-tranche nature of the sales and the planned-trade designation both indicate this disposition does not reflect a tactical market timing decision by the CFO at this particular moment.