Maplebear Inc. SEC filings document the public-company disclosures for Instacart, including operating results, material agreements, governance matters, executive compensation, and capital-structure items. Form 8-K reports have covered shareholder-letter financial results, a revolving credit agreement, board composition changes, and other material events.
Proxy filings describe director elections, shareholder voting matters, board structure, compensation programs, equity awards, and related governance disclosures. The filing record also references credit arrangements, subsidiary guarantees, indemnification agreements, and risk and financial reporting topics associated with Instacart's marketplace, enterprise technology, fulfillment, and advertising businesses.
Maplebear, Inc. submitted a Form 144 reporting proposed sales of Common stock tied to recent equity compensation events. The notice lists a restricted stock lapse of 15,743 shares dated 02/15/2025 and an employee stock option exercise of 110,340 shares dated 03/11/2026. The filing also records a sale of 4,914 shares on 12/22/2025 that generated $222,168.00 in proceeds.
The filing names a broker/payee related to a cashless exercise and shows Common securities routed through Charles Schwab & Co., Inc. This Form 144 is a routine Rule 144 notice of proposed resale connected to compensation-related issuances and an exercise.
Maplebear Inc. director Lily Sarafan reported an open‑market sale of 3,500 shares of common stock. The transaction took place on February 25, 2026 at a weighted average price of $36.5278 per share, with individual sale prices ranging from $36.5201 to $36.53.
After this sale, Sarafan directly owned 21,554 Maplebear shares. The filing notes that detailed breakdowns of the number of shares sold at each separate price within the stated range are available upon request from the company, its security holders, or the SEC staff.
Maplebear Inc. (Instacart) files its annual report describing a multi-sided grocery technology platform built around Instacart Marketplace, Instacart Enterprise, and Instacart Ads. Since founding, it has powered more than 1.6 billion orders and reached over 98% of North American households as of December 31, 2025.
The company serves more than 2,200 retail banners, over 9,000 active brands, and approximately 600,000 shoppers, and reported net income of $447 million in 2025 after prior large losses, leaving an accumulated deficit of $4.5 billion. Its top three retailers account for about 43% of gross transaction value, highlighting customer concentration risk.
Instacart emphasizes competition, seasonality, heavy regulation (including worker classification and privacy laws), and dependence on independent contractor shoppers and key retailers as key risks. As of December 31, 2025 it had about 3,600 employees, roughly 630 issued U.S. patents, and a public float valued at $6.9 billion as of June 30, 2025.
Maplebear Inc. director and President/CEO Chris Rogers reported a tax-related share disposition tied to restricted stock units. On this Form 4, 45,464 shares of common stock were withheld at a price of $36.30 per share to satisfy tax withholding obligations upon RSU vesting. After this non-market, tax-withholding disposition, Rogers directly holds 649,934 shares of Maplebear common stock.
Maplebear Inc. Chief Financial Officer Emily Reuter reported a tax-related share disposition. On the transaction date, 21,549 shares of Common Stock were disposed of at a price of $36.30 per share to satisfy tax withholding obligations upon the vesting of restricted stock units. After this tax-withholding disposition, Reuter directly owned 466,171 shares of Maplebear Inc. Common Stock.
Maplebear Inc. Chief Accounting Officer Lisa Blackwood-Kapral reported a tax-withholding disposition of company stock related to equity compensation. On February 15, 2026, 19,339 shares of Maplebear common stock were withheld at $36.30 per share to cover tax obligations upon the vesting of restricted stock units. After this withholding, she directly owned 56,900 shares of common stock.
Maplebear Inc.'s General Counsel and Secretary, Morgan Fong, reported a routine tax-related share disposition. On the reported date, 12,909 shares of common stock were withheld at $36.30 per share to cover tax obligations triggered by the vesting of restricted stock units. This was not an open-market sale but an administrative tax-withholding transaction. After this event, Fong’s directly held stake remained substantial at 402,386 shares of Maplebear common stock.
Maplebear Inc. (Instacart) reported solid 2025 growth with strong profitability and cash generation, alongside heavy share repurchases. Full-year gross transaction value (GTV) reached $37,224 million, up 11% year-over-year, on 338.8 million orders, up 15%. Total revenue was $3,742 million, also up 11%.
GAAP net income for 2025 was $447 million, down 2% year-over-year, while adjusted EBITDA rose 23% to $1,087 million, a 29% margin. The company generated $971 million of operating cash flow and repurchased $1.4 billion of stock, including $1.1 billion in Q4 and a $250 million accelerated share repurchase completed in January 2026.
In Q4 2025, GTV was $9,852 million, up 14%, and revenue was $992 million, up 12%. GAAP net income declined to $81 million, down 46%, mainly due to higher operating expenses including a $60 million FTC settlement, while adjusted EBITDA grew 20% to $303 million. For Q1 2026, Instacart guides GTV to $10,125–$10,275 million (11–13% growth) and adjusted EBITDA to $280–$290 million (15–19% growth), expecting sequential EBITDA softness from seasonal advertising trends.
Maplebear Inc. insider Fidji Simo filed a Form 144 notice to sell 2,034 shares of Maplebear common stock through Charles Schwab & Co., Inc. The shares have an aggregate market value of $71,250.00 and are expected to be sold on or around 02/10/2026 on the NASDAQ.
The 2,034 shares were acquired on 11/15/2024 via RSU/PSU equity compensation from Maplebear Inc. Over the past three months, Simo has sold additional Maplebear shares: 4,065 shares on 11/12/2025 for $162,254.00, 9,445 shares on 12/15/2025 for $424,599.00, and 4,065 shares on 01/13/2026 for $170,320.00.