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Ibotta SEC Filings

IBTA NYSE

Welcome to our dedicated page for Ibotta SEC filings (Ticker: IBTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page compiles SEC filings for Ibotta, Inc. (NYSE: IBTA), the performance marketing platform for digital CPG promotions. Through these filings, investors can review how the company reports its financial results, executive changes, and other material events related to the Ibotta Performance Network (IPN) and its digital promotions business.

Ibotta’s current reports on Form 8-K document key developments such as quarterly earnings announcements and leadership appointments. For example, the company has used Form 8-K to furnish press releases detailing revenue, redemption revenue, redeemers, redemptions, and non-GAAP measures like adjusted EBITDA and adjusted net income, as well as to disclose the appointment of a Chief Financial Officer and interim principal accounting officer arrangements.

Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the filing list) provide more extensive information on Ibotta’s business model, including definitions of the Ibotta Performance Network, redemptions, redeemers, and redemption revenue. These filings explain how Ibotta earns fees per redemption, how campaign setup fees are recognized over time, and how management uses non-GAAP metrics to evaluate operational trends and cash-generating capacity.

On Stock Titan, each filing is accompanied by AI-powered summaries that highlight the main points, helping readers quickly understand complex disclosures. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other forms appear promptly, while insider transaction reports on Form 4, when filed, can be used to track equity activity by Ibotta’s officers and directors.

Whether you are looking for detailed financial statements, descriptions of the IPN and digital promotions model, or documentation of executive appointments, this SEC filings page offers structured access to Ibotta’s regulatory history along with AI-generated context.

Filing
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Marisa Alexander-Daspit filed a Form 144 to sell 2,956 Class A shares tied to restricted stock vesting, with the transaction dated 03/01/2026.

The filing also reports a prior sale of 10 Class A shares on 12/05/2025. The sale is listed under the issuer compensation/vesting entry and the brokerage appears as Fidelity Brokerage Services LLC.

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Ibotta, Inc. director and CEO Bryan Leach reported several equity movements involving Class A and Class B common stock. On March 2, 2026, he converted 60,000 shares of Class B Common Stock into 60,000 shares of Class A Common Stock at no cost, at his election. He then made a bona fide gift of 60,000 Class A shares, transferring 20,000 shares each to his mother, niece, and nephew, with these gifts described as exempt from Section 16(b) by Rule 16b-5. Following these transactions, he held 885,122 Class A shares directly and continued to hold Class B shares both directly and indirectly through trusts where his spouse serves as trustee. The filing also notes that certain securities are restricted stock units representing the right to receive Class A shares upon vesting.

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Ibotta, Inc. Chief Business Development Officer Amir El Tabib reported a Form 4 transaction involving 4,394 shares of Class A Common Stock at $24.97 per share. According to the filing, these shares were withheld by the company to cover income tax obligations from vesting RSUs, not sold on the open market. After this tax-withholding disposition, El Tabib directly owned 207,573 shares of Ibotta Class A Common Stock.

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Ibotta, Inc. vice president of accounting Jared Chomko reported an automatic share withholding tied to restricted stock units. On this Form 4, 556 shares of Class A common stock at $24.97 per share were withheld by the company to cover income tax obligations when previously granted RSUs vested. The filing explicitly states this is not a sale of shares by Chomko, but a tax-withholding disposition. After this transaction, he held 33,549 shares of Class A common stock directly.

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Ibotta, Inc. CEO and President Bryan Leach reported a Form 4 transaction involving 14,820 shares of Class A Common Stock at $24.97 per share. The shares were withheld by the company to cover income tax and withholding obligations tied to vesting restricted stock units, not sold in the open market. After this tax-withholding disposition, Leach directly holds 885,122 shares of Class A Common Stock.

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Ibotta, Inc. disclosed that Chief People Officer Marisa Daspit had 2,727 shares of Class A Common Stock withheld on March 1, 2026 at $24.97 per share. According to the disclosure, this was a tax-withholding disposition tied to the vesting and net settlement of previously reported restricted stock units (RSUs), and is explicitly described as not being a sale of shares by the reporting person. After this withholding, Daspit directly owned 130,553 shares, including RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting conditions.

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Ibotta, Inc. Chief Legal Officer David T. Shapiro reported a Form 4 transaction involving Class A Common Stock tied to restricted stock units (RSUs). A total of 6,820 shares were disposed of at a price of $24.97 per share through tax withholding by the company in connection with the vesting and net settlement of previously reported RSUs, rather than an open-market sale. Following this tax-withholding disposition, Shapiro directly holds 234,214 shares of Ibotta Class A Common Stock, some of which represent RSUs that each convert into one share upon satisfying vesting conditions.

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Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a Form 4 showing a tax-related share withholding, not an open-market sale. On the reported date, 9,134 shares of Class A Common Stock were withheld by the company to cover income tax obligations tied to vesting restricted stock units, leaving him with 388,373 shares held directly.

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Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported a Form 4 showing a tax-related share withholding rather than an open-market sale. On March 1, 2026, 7,684 shares of Class A Common Stock were withheld by the company at $24.97 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units. After this transaction, Swanson directly owned 513,424 shares of Class A Common Stock, with additional indirect holdings reported through an LLC, family trusts, and his spouse.

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Ibotta, Inc. reports 2025 revenue of $342.4 million, down from the prior year, while positioning its Ibotta Performance Network as a scale digital promotions platform for consumer packaged goods brands and retailers.

The company works with over 900 clients representing more than 3,100 brands and reached about 18.2 million redeemers in 2025. Its direct-to-consumer app and web properties have attracted over 54 million registered users, who have earned $2.7 billion in cash back to date. Ibotta highlights strategic partnerships with major publishers like Walmart, Dollar General, Family Dollar, Instacart, and DoorDash, new measurement tools such as LiveLift™, and extensive risk factors including competition, macroeconomic pressures, data security, and reliance on key partners.

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FAQ

What is the current stock price of Ibotta (IBTA)?

The current stock price of Ibotta (IBTA) is $23.41 as of March 6, 2026.

What is the market cap of Ibotta (IBTA)?

The market cap of Ibotta (IBTA) is approximately 581.7M.

IBTA Rankings

IBTA Stock Data

581.73M
11.27M
Software - Application
Services-advertising
Link
United States
DENVER

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