Dave Inc. - Equity Warrant

Introduction

This page provides a comprehensive analysis of the known insider trading history of Kyle Beilman. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Kyle Beilman has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:DAVE / Dave Inc. CFO and COO and Secretary 224,051
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Kyle Beilman. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases DAVEW / Dave Inc. - Equity Warrant - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in DAVEW / Dave Inc. - Equity Warrant. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2024-06-03 DAVE Beilman Kyle 850 37.6700 850 37.6700 32,020 359 217.1600 152,567 476.49
2023-03-14 DAVE Beilman Kyle 1,500 6.9000 1,500 6.9000 10,350

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

DAVEW / Dave Inc. - Equity Warrant Insider Trades
Insider Sales DAVEW / Dave Inc. - Equity Warrant - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in DAVEW / Dave Inc. - Equity Warrant. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2025-09-04 DAVE Beilman Kyle 3,548 199.4200 3,548 199.4200 707,542 1 194.6500 -16,924 -2.39
2025-09-04 DAVE Beilman Kyle 21 200.5200 21 200.5200 4,211
2025-09-04 DAVE Beilman Kyle 2 201.9500 2 201.9500 404
2025-06-03 DAVE Beilman Kyle 5,372 204.7200 5,372 204.7200 1,099,756
2024-03-14 DAVE Beilman Kyle 4,188 33.2600 4,188 33.2600 139,293
2023-09-07 DAVE Beilman Kyle 2,350 6.2727 2,350 6.2727 14,741
2023-06-02 DAVE Beilman Kyle 1,988 5.2925 1,988 5.2925 10,521
2023-03-02 DAVE Beilman Kyle 2,357 8.0012 2,357 8.0012 18,859
2022-12-06 DAVE Beilman Kyle 43,822 0.3410 1,369 10.9120 14,943
2022-12-06 DAVE Beilman Kyle 3,643 0.3377 114 10.8064 1,230
2022-09-02 DAVE Beilman Kyle 31,651 0.4700 989 15.0400 14,876
2022-08-18 DAVE Beilman Kyle 122,717 0.5900 3,835 18.8800 72,403

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

DAVEW / Dave Inc. - Equity Warrant Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Kyle Beilman as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2025-09-05 2025-09-04 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -2 224,051 0.00 201.95 -404 45,247,099
2025-09-05 2025-09-04 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -21 224,053 -0.01 200.52 -4,211 44,927,108
2025-09-05 2025-09-04 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -3,548 224,074 -1.56 199.42 -707,542 44,684,837
2025-07-15 2025-07-14 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 3,240 227,622 1.44
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -143 224,382 -0.06 230.00 -32,890 51,607,860
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -885 224,525 -0.39 227.99 -201,771 51,189,455
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -220 225,410 -0.10 225.95 -49,709 50,931,390
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -654 225,630 -0.29 222.87 -145,757 50,286,158
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -791 226,284 -0.35 220.81 -174,661 49,965,770
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -728 227,075 -0.32 219.55 -159,832 49,854,316
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -688 227,803 -0.30 217.93 -149,936 49,645,108
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -137 228,491 -0.06 216.53 -29,665 49,475,156
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -742 228,628 -0.32 215.28 -159,738 49,219,036
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -301 229,370 -0.13 213.58 -64,288 48,988,845
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -4,772 229,671 -2.04 212.82 -1,015,577 48,878,582
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -2,393 234,443 -1.01 211.85 -506,957 49,666,750
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -1,126 236,836 -0.47 210.89 -237,462 49,946,344
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -4,605 237,962 -1.90 209.37 -964,149 49,822,104
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -11,343 242,567 -4.47 208.52 -2,365,242 50,580,071
2025-06-17 2025-06-13 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale X -472 253,910 -0.19 207.01 -97,709 52,561,909
2025-06-17 2025-06-03 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -5,372 254,382 -2.07 204.72 -1,099,756 52,077,083
2025-04-15 2025-04-11 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 15,755 259,754 6.46
2025-03-07 2025-03-05 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 30,227 243,999 14.14
2025-03-04 2025-02-28 4 DAVE Dave Inc./DE
Class A Common Stock
F - Taxes -36,670 213,772 -14.64 100.66 -3,691,202 21,518,290
2024-06-05 2024-06-03 4 DAVE Dave Inc./DE
Class A Common Stock
P - Purchase 850 250,442 0.34 37.67 32,020 9,434,150
2024-04-19 2024-04-17 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 60,449 249,592 31.96
2024-03-15 2024-03-14 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -4,188 189,143 -2.17 33.26 -139,293 6,290,896
2023-09-11 2023-09-07 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -2,350 193,331 -1.20 6.27 -14,741 1,212,707
2023-06-06 2023-06-02 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -1,988 195,681 -1.01 5.29 -10,521 1,035,642
2023-03-14 2023-03-14 4 DAVE Dave Inc./DE
Class A Common Stock
P - Purchase 1,500 197,669 0.76 6.90 10,350 1,363,916
2023-03-06 2023-03-02 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -2,357 196,169 -1.19 8.00 -18,859 1,569,587
2023-01-27 2023-01-25 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 37,539 198,526 23.32
2023-01-27 2023-01-25 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 30,031 160,987 22.93
2022-12-07 2022-12-06 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -3,643 4,190,594 -0.09 0.34 -1,230 1,415,164
2022-12-07 2022-12-06 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -43,822 4,194,237 -1.03 0.34 -14,943 1,430,235
2022-09-07 2022-09-02 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -31,651 4,238,059 -0.74 0.47 -14,876 1,991,888
2022-08-22 2022-08-18 4 DAVE Dave Inc./DE
Class A Common Stock
S - Sale -122,717 4,269,710 -2.79 0.59 -72,403 2,519,129
2022-04-08 2022-04-06 4 DAVE Dave Inc./DE
Class A Common Stock
A - Award 1,902,447 4,392,427 76.40
2022-01-07 2022-01-05 4 DAVE VPC Impact Acquisition Holdings III, Inc.
Stock Option (right to buy)
A - Award 894,654 894,654
2022-01-07 2022-01-05 4 DAVE VPC Impact Acquisition Holdings III, Inc.
Class A Common Stock
A - Award 2,489,980 2,489,980
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)