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.
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Ibotta (NYSE: IBTA) filed a Form 4 disclosing two routine open-market sales totaling 10,000 Class A shares by 10% owner James H. Clark via Clark Jermoluk Founders Fund I LLC on 24-25 June 2025 at weighted-average prices of $38.34 and $38.43.
Post-sale, the reporting persons still own about 5.86 million shares, maintaining their >10% stake. No derivative activity or other material changes were reported.
Form 4 overview: On 24 Jun 2025, Clark Jermoluk Founders Fund I LLC and James H. Clark—both classified as 10% owners of Ibotta, Inc. (IBTA)—filed a Form 4 reporting modest open-market sales of Class A common stock.
Key transaction details
- 20 Jun 2025: 4,100 shares sold at a weighted-average price of $38.3526
- 20 Jun 2025: 900 shares sold at $39.1089
- 23 Jun 2025: 4,843 shares sold at $37.6702
- 23 Jun 2025: 157 shares sold at $38.2006
The four trades total 10,000 shares and generated approximately $382 thousand in proceeds (weighted-average price ≈ $38.24). After the sales, the reporting persons continue to hold 445,241 shares indirectly through Monaco Partners, L.P. and a separate direct position of 5,419,810 shares via Clark Jermoluk Founders Fund I LLC, leaving their overall economic interest largely intact (shares sold ≈ 0.18 % of total reported holdings).
Ownership structure notes: The indirect shares are held by Monaco Partners, whose general partner is Clark Ventures, wholly owned by the JHC Family 2016 Trust. The bulk holding (5.42 million shares) is owned by Clark Jermoluk Founders Fund I LLC, which is 95 % owned by the same trust. Mr. Clark expressly disclaims beneficial ownership beyond his pecuniary interest.
Investor take-away: While insider selling often draws attention, the magnitude here is minimal relative to the reporters’ stake and occurred over two trading days at market prices between $37.06 and $39.40. No derivative transactions or new option grants were disclosed, and the filing contains no commentary on company fundamentals.
Insider Trading Activity: Clark Jermoluk Founders Fund I LLC and James H. Clark, both 10% owners of Ibotta (IBTA), reported multiple sales of Class A Common Stock on June 17-18, 2025:
- June 17: Sold 4,600 shares at avg. price of $39.44 and 400 shares at $40.12
- June 18: Sold 4,100 shares at avg. price of $38.27 and 900 shares at $39.17
- Total disposition: 10,000 shares
Post-transaction, the reporting persons maintain significant holdings: 455,241 shares held indirectly through Monaco Partners LP (controlled by JHC Family 2016 Trust) and 5,419,810 shares held directly through Clark Jermoluk Founders Fund I LLC (95% owned by JHC Trust). Mr. Clark disclaims beneficial ownership except for his pecuniary interest in both entities.
Insider Trading Update: Valarie L. Sheppard, who serves as both Director and Interim CFO of Ibotta, reported a Form 4 filing on June 28, 2025, disclosing transactions in the company's Class A Common Stock.
Key Transaction Details:
- On June 17, 2025, 1,585 shares were withheld by Ibotta at $41.34 per share
- The withholding was for tax purposes related to vesting of restricted stock units (RSUs)
- Following the transaction, Sheppard holds 36,317 shares directly
This transaction represents a routine share withholding for tax obligations rather than an open market sale. Some of Sheppard's remaining holdings include RSUs that will convert to Class A Common Stock upon meeting vesting requirements. The filing was signed by David T. Shapiro via power of attorney on June 18, 2025.
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