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NASDAQ Finance

CEO Jason Wilk Pledges 37,090 Shares in $10.9M Variable Prepaid Forward

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Software Stocks · Technology
Sentiment info
Neutral
Importance info
7
Price
$374.665
Mkt Cap
$4.779B
52W Low
$152.21
52W High
$458.25
52W Position info
146% above low
Off High info
18% below high
Rel. Volume info
0.9× avg
Market data snapshot near publication time

DAVE has more than doubled off its 52-week low of $152.21.

Summary

CEO Jason Wilk pledged 37,090 shares under a variable prepaid forward contract, receiving $10.9 million upfront while retaining voting rights until August 2029.


Key Events · Ownership and Investor Activity · DAVE

  • CEO Enters Variable Prepaid Forward

    Jason Wilk pledged 37,090 shares of Class A Common Stock under a variable prepaid forward contract dated September 11, 2026, receiving $10.9 million upfront from an unaffiliated counterparty.

  • Contract Pricing Terms

    The contract sets a Minimum Price of $319.33 and Maximum Price of $481.48, with the number of shares deliverable determined by the Settlement Price relative to these thresholds on the August 30, 2029 maturity date.

  • Retained Voting Rights

    Wilk retains all voting rights in the pledged shares during the term of the pledge, maintaining governance influence despite the economic hedge.

  • Insider Selling Cluster

    This follows CFO Kyle Beilman's $10.8 million variable prepaid forward on 40,000 shares disclosed the same day, and former director Yadin Rozov's $4.26 million Form 144 filing on September 8, indicating coordinated executive liquidity planning.


Analysis · DAVE · Finance

CEO Jason Wilk entered a variable prepaid forward contract on 37,090 shares, receiving $10.9 million upfront while retaining voting rights until settlement in August 2029. The contract's pricing terms — a Minimum Price of $319.33 and Maximum Price of $481.48 — mean Wilk's downside is protected if the stock falls below $319.33, but he gives up upside above $481.48. This follows a cluster of insider selling at Dave, including CFO Kyle Beilman's similar $10.8 million forward contract disclosed the same day, suggesting coordinated liquidity planning by top executives.

How filings like this one have moved

In the 30 days to Sep 15, 2026, 29.9% of the 1678 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, DAVE was trading at $374.67 on NASDAQ in the Finance sector, with a market capitalization of approximately $4.8B. The 52-week trading range was $152.21 to $458.25. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.

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DAVE - Latest Insights

DAVE
Sep 15, 2026, 5:00 PM EDT
Filing Type: SCHEDULE 13D/A
Importance Score:
7
DAVE
Sep 15, 2026, 4:58 PM EDT
Filing Type: 4
Importance Score:
7
DAVE
Sep 11, 2026, 9:00 PM EDT
Filing Type: 144
Importance Score:
7
DAVE
Sep 11, 2026, 4:20 PM EDT
Filing Type: 144
Importance Score:
7
DAVE
Aug 05, 2026, 4:40 PM EDT
Source: Dow Jones Newswires
Importance Score:
8