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.
When you open an Ibotta filing, you are often hunting for two things: how the pay-for-performance model scales and when insiders move shares. This page brings both answers to one place.
Start with the filings most investors search for. The Ibotta quarterly earnings report 10-Q filing details network transaction volume, user growth and revenue share—our AI pulls those metrics into a one-page dashboard. Need a deeper dive? The Ibotta annual report 10-K simplified section explains marketing spend, partner-dependency risks and cash-back liability in plain language. If a material partnership is announced, the Ibotta 8-K material events explained note appears here seconds after EDGAR posts.
Staying ahead of insider activity is just as easy. Track Ibotta insider trading Form 4 transactions or set alerts for Ibotta Form 4 insider transactions real-time. Our feed highlights option exercises, sales after lock-up expirations and any Ibotta executive stock transactions Form 4 that might signal sentiment shifts.
- AI-powered summaries convert 200-page documents into key points, so understanding Ibotta SEC documents with AI takes minutes, not hours.
- Side-by-side charts compare segment margins across quarters for quick Ibotta earnings report filing analysis.
- Search the Ibotta proxy statement executive compensation to see how rewards align with redemption growth.
Whether you’re scanning for governance red flags or drilling into monetization rates, this page delivers Ibotta SEC filings explained simply—updated in real time and ready for action.
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.
An individual associated with IBTA has filed a notice of proposed sale under Rule 144 for 10 Class A shares to be sold through Fidelity Brokerage Services LLC on the NYSE. The shares have an aggregate market value of 235.40 and are part of a larger base of 23,445,382 Class A shares outstanding.
The shares being sold were acquired on 12/01/2025 through restricted stock vesting from the issuer as compensation, with payment also dated 12/01/2025. Over the prior three months, the filer sold 2,956 Class A shares on 09/05/2025, generating 79,634.64 in gross proceeds. By signing, the filer represents that they are not aware of any undisclosed material adverse information about the issuer.
Ibotta, Inc. officer reports routine share withholding for taxes. The company’s Chief Business Development Officer filed a Form 4 showing that on 12/01/2025, 1,968 shares of Class A common stock were disposed of at a price of $23.86 per share. The filing explains this was not a market sale, but shares withheld by the company to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs).
After this tax withholding event, the reporting person beneficially owned 123,304 shares of Ibotta Class A common stock, which includes RSUs. Each RSU represents a contingent right to receive one share of Class A common stock, subject to its specific vesting schedule and conditions.
Ibotta, Inc. insider reports routine tax‑withholding share transaction. A company officer, the Vice President of Accounting, reported that on 12/01/2025, 360 shares of Class A common stock were withheld by Ibotta to cover income tax and related withholding obligations when previously granted restricted stock units (RSUs) vested. This is described as not being a sale of shares by the insider, but an automatic share withholding by the company.
After this transaction, the reporting person beneficially owned 25,205 shares of Ibotta Class A common stock, which includes RSUs where each unit represents a contingent right to receive one share, subject to vesting conditions.
Ibotta, Inc. (IBTA) CEO and President Bryan Leach, who is also a director and 10% owner, reported an automatic share withholding related to equity compensation. On 12/01/2025, 7,489 shares of Class A Common Stock were withheld at a price of $23.86 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs). After this tax withholding event, Leach beneficially owned 492,236 shares of Class A Common Stock. Some of the reported holdings are RSUs, with each RSU representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.
Ibotta, Inc. insider reports tax‑related share withholding tied to RSU vesting. The company’s Chief People Officer reported that on 12/01/2025, 4,139 shares of Class A Common Stock were withheld by Ibotta at a price of $23.86 per share. This event was to cover income tax, withholding, and remittance obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs), and is not described as a market sale of shares by the officer. Following this withholding, the officer beneficially owns 47,993 shares of Class A Common Stock, which includes RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting schedules and conditions.
Ibotta, Inc. reported an insider equity transaction by its Chief Revenue Officer on 12/01/2025. The Form 4 shows that 3,871 shares of Class A common stock were withheld by the company at a price of $23.86 per share to cover income tax withholding obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs). This was not an open-market sale by the officer. After this tax withholding event, the officer beneficially owned 121,466 shares of Class A common stock, held directly. Some of these holdings consist of RSUs, each representing a right to receive one share of Class A common stock, subject to applicable vesting conditions.
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