Instacart, Inc.(Maplebear Inc.) SEC Filings

Form 144 notice: The filing notifies intent to sell 7,140 common shares of Maplebear Inc. via Charles Schwab with an aggregate market value of $367,461, planned for approximately 08/12/2025 on NASDAQ. The form states total shares outstanding of 263,438,274.

The securities were acquired as RSU/PSU on 02/15/2024 from Maplebear Inc. under equity compensation. The filing also lists multiple sales by Fidji Simo over the prior three months, including 66,560 shares on 07/22/2025 for $3,328,518 and 49,818 shares on 08/08/2025 for $2,573,770. The notice contains the standard representation that the seller does not possess undisclosed material information. Filer-identifying fields such as CIK and submission contact details are not provided in the text.

Maplebear Inc. (CART) reported that Simo Fidji, who serves as President and CEO and as a director, sold common stock under a pre-established trading plan. Between 08/08/2025 and 08/12/2025 Mr. Fidji disposed of a total of 56,958 shares across three transactions, leaving him with 1,901,847 shares beneficially owned after the last reported sale.

The filings state the sales were executed pursuant to a Rule 10b5-1 plan adopted on November 20, 2024. The reported weighted-average prices for the three tranches are $50.8631, $51.7067 and $51.4651, and the footnotes disclose price ranges for the multiple trade executions and offer to provide a detailed breakdown on request. The Form 4 was executed by an attorney-in-fact.

Maplebear Inc. (CART) Form 144 shows insider Fidji Simo intends to sell 49,818 common shares through Charles Schwab, with an aggregate market value of $2,573,770 and an approximate sale date of 08/08/2025 on NASDAQ.

The shares were acquired on 02/15/2024 as RSU/PSU equity compensation. The filing discloses six prior sales by Fidji Simo between 05/14/2025 and 07/23/2025 totaling 128,099 shares for gross proceeds of $6,138,398. The issuer is reported to have 260,734,689 shares outstanding, so the proposed sale and recent transactions represent a very small fraction of outstanding stock. The filer represents they do not know any material undisclosed adverse information.

Maplebear Inc. (Instacart) reported solid year-over-year operating and profitability gains for the quarter ended June 30, 2025. Revenue rose to $914 million, an 11% increase from $823 million, driven by higher orders and advertising; gross profit improved to $678 million while gross margin narrowed to 74% from 76%. Gross transaction value (GTV) grew 11% to $9.081 billion and orders increased 17% to 82.7 million, reflecting broader customer adoption and engagement. Adjusted EBITDA rose to $262 million (up 26%) and diluted EPS increased to $0.41 from $0.20.

Balance sheet and other items: Total assets were $4.433 billion with cash and cash equivalents of $1.489 billion at June 30, 2025. The company completed a $105 million acquisition of Wynshop to expand retailer-facing e-commerce tools and recorded $74 million of goodwill and $40 million of intangible assets preliminarily. The board repurchased $205 million of common stock year-to-date under a program with $357 million remaining. Legal and regulatory matters remain notable: accrued legal and regulatory liabilities increased to $98 million and the company recognized $45 million of losses related to claims in the six months ended June 30, 2025; FTC staff engaged the company in July 2025 regarding certain marketing and membership practices, and the company cannot currently estimate a loss range.

GCM Grosvenor Inc., identified as a 10% beneficial owner of Maplebear Inc. (ticker CART), disclosed significant insider sales executed on 07/25/2025.

• GCM Grosvenor IC SPV, LLC sold 4,238,887 shares at $47.75; remaining indirect holdings: 3,653,606 shares.
• GCM Grosvenor IC SPV 2, LLC sold 565,385 shares at $47.75; remaining indirect holdings: 487,318 shares.
• GCM Special Opportunities Master Fund, Ltd. sold 60,000 shares at $47.75; remaining holdings: 0 shares.

Total disposition equals 4,864,272 shares, representing roughly $232 million in proceeds. Post-transaction, the reporting group retains an aggregate 4,140,924 shares through the two SPVs. No derivative securities were involved.

The filing notes the entities may be deemed a Section 13(d) group but each disclaims beneficial ownership except for its pecuniary interest. This is the second identical Form 4 submitted to accommodate SEC limits on joint filers.