Ibotta SEC Filings

Ibotta, Inc. reported that its Chief Revenue Officer, Christopher J. Riedy, received a grant of 276,041 shares of Class A common stock in the form of restricted stock units (RSUs) on January 8, 2026. The transaction is recorded at a price of $0 per share, reflecting that this is an equity award rather than an open-market purchase.

Each RSU represents the right to receive one share of Ibotta’s Class A common stock upon settlement. The award vests over time: 1/16th vests on March 2, 2026, with an additional 1/16th vesting on each first trading day on or after March 1, June 1, September 1, and December 1397,507 shares of Ibotta’s Class A common stock.

Ibotta, Inc.’s Chief Business Development Officer, El Tabib Amir, reported a new equity award in the form of restricted stock units (RSUs). On January 8, 2026, he was granted 88,663 shares of Class A common stock at a price of $0 per share, bringing his directly held beneficial ownership to 211,967 shares.

The award vests over time. One‑sixteenth of the RSUs will vest on March 2, 2026, with an additional one‑sixteenth vesting on the first trading day on or after each of March 1, June 1, September 1, and December 1 in subsequent periods, as long as he continues to provide service to the company. Some of the shares reported are unvested RSUs that each represent a right to receive one share of Class A common stock once vesting conditions are met.

Ibotta, Inc. reported an equity award to its Chief Legal Officer, David T. Shapiro. On January 8, 2026, he received 177,148 shares of Class A common stock in the form of restricted stock units (RSUs) at a grant price of $0 per share, reflecting a compensatory award rather than a market purchase. Each RSU represents the right to receive one share of Class A common stock upon settlement, subject to vesting.

According to the vesting terms, 1/16 of the RSUs will vest on March 2, 2026, with an additional 1/16 vesting on each "Quarterly Vesting Date," defined as the first trading day on or after March 1, June 1, September 1, and December 1, provided he remains in continuous service. After this grant, Shapiro beneficially owns 241,034 shares of Ibotta Class A common stock directly, some of which are also held as RSUs subject to their own vesting schedules.

Ibotta, Inc. disclosed that CEO, President and director Bryan Leach, who is also a 10% owner, received an award of 407,706 Restricted Stock Units (RSUs) of Class A common stock on January 8, 2026. The RSUs were granted at a price of $0 per unit, reflecting an equity compensation award rather than an open-market purchase.

Following this grant, Leach is reported as beneficially owning 899,942 shares of Class A common stock, including RSUs. Each RSU represents the right to receive one share upon settlement, with 1/16 of the RSUs vesting on March 2, 2026 and another 1/16 vesting on each "Quarterly Vesting Date" thereafter, defined as the first trading day on or after March 1, June 1, September 1 and December 1, subject to his continued service.

Ibotta, Inc. reported that its Chief People Officer, Marisa Daspit, received a grant of 85,297 Restricted Stock Units (RSUs) of Class A common stock on January 8, 2026 at a price of $0 per share. Each RSU represents a right to receive one share of common stock if vesting conditions are met.

According to the vesting schedule, 1/16 of the RSUs will vest on March 2, 2026, with an additional 1/16 vesting on each “Quarterly Vesting Date,” defined as the first trading day on or after March 1, June 1, September 1, and December 1, subject to her continuous service. After this grant, Daspit beneficially owns 133,280 shares and RSUs of Ibotta’s Class A common stock, held directly.

Ibotta, Inc. is registering 2,806,506 shares of Class A common stock under its 2024 Equity Incentive Plan and 561,301 shares under its 2024 Employee Stock Purchase Plan. These additional shares were added through evergreen provisions that automatically increase the shares reserved for each plan at the start of each fiscal year. The shares are the same class as those covered by a prior registration on Form S-8, whose contents and subsequent reports are incorporated by reference. The filing also describes the company’s standard Delaware-based indemnification and liability protections for directors and officers, supported by separate indemnification agreements and insurance coverage.

Ibotta, Inc. reported an insider equity transaction by its Vice President of Accounting. On 12/29/2025, the officer exercised an employee stock option to buy 2,900 shares of Class A Common Stock at an exercise price of $10.4 per share, coded as transaction type “M.” This increased the officer’s directly owned stake to 28,105 shares of Class A Common Stock following the transaction.

After the exercise, 2,100 stock options remain beneficially owned. The filing notes that certain holdings are restricted stock units, each RSU representing a contingent right to receive one share of Class A Common Stock, subject to vesting. It also explains that for the option, 1/48th of the shares vested on February 16, 2023, with 1/48th vesting monthly thereafter, conditioned on continued service.

Ibotta, Inc. director and 10% owner affiliate reports share sale. An entity associated with James H. Clark reported selling 11,363 shares of Ibotta Class A common stock on April 25, 2024 at $88 per share. After this transaction, the filing shows 556,818 shares beneficially owned indirectly, as noted in footnote (1), and 5,762,457 shares beneficially owned directly. The explanations state that some shares are held through Monaco Partners, L.P., whose general partner is Clark Ventures, wholly owned by the JHC Family 2016 Trust controlled by Mr. Clark, and others through Clark Jermoluk Founders Fund I LLC, 95% owned by the same trust. Mr. Clark disclaims beneficial ownership of these shares except to the extent of his pecuniary interest. The remarks also state that several later Forms 4 are deemed amended to give effect to this April 25, 2024 transaction.

Ibotta, Inc. insider trading report shows a small planned sale by an executive. The company’s Chief People Officer filed a Form 4 reporting the sale of 10 shares of Class A Common Stock of Ibotta, Inc. on 12/05/2025 at a price of $23.54 per share. After this transaction, the reporting person beneficially owns 47,983 shares.

The filing notes that the trade was executed under a pre-arranged Rule 10b5-1 trading plan that the executive established on May 29, 2025. The beneficially owned amount includes restricted stock units, each representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.