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.
Ibotta, Inc. filings document the public-company record for a digital promotions business built around the Ibotta Performance Network. Results-focused Form 8-K reports furnish quarterly and annual operating updates, including revenue, redemption revenue, profitability measures, adjusted EBITDA, operating cash flow and free cash flow tied to its performance marketing model.
The filing record also covers capital allocation and governance matters, including Class A common stock repurchase authorization, definitive proxy disclosures on annual meeting governance, executive compensation and equity awards, and Form 8-K disclosures for finance leadership and principal accounting officer responsibilities.
Ibotta, Inc. (IBTA) reported that CEO, President and 10% owner Bryan Leach exercised employee stock options and sold Class A Common Stock in early September 2026. On September 8, 2026 he exercised options to acquire 15,142 shares of Class A Common Stock at an exercise price of $3.99 per share, with all option shares fully vested and exercisable as of that date, and 18,141 options reported as remaining outstanding afterward. Also on September 8, 2026 he sold 7,503 shares at a weighted average price of $37.2537 per share and 26,497 shares at a weighted average price of $37.8305 per share in multiple transactions within stated price ranges. On September 9, 2026 he sold an additional 5,103 shares at a weighted average price of $37.7353 per share. The filing notes these transactions were effected pursuant to a Rule 10b5-1 trading plan established by Leach on March 5, 2026, and that certain reported securities are restricted stock units representing contingent rights to receive Class A shares, subject to vesting conditions.
Ibotta, Inc. (IBTA) is named as the issuer in a Form 144 notice filed for the account of officer Luke Swanson, indicating an intent to sell up to 16,500 Class A shares through Fidelity Brokerage Services LLC under Rule 144. The shares were acquired on September 19, 2014 as founders compensation.
The notice also lists multiple Class A share sales over the prior three months from accounts of Luke Swanson, his spouse Brynn F. Swanson, and the Flat Tops 2024 Trust, whose sales are aggregated with his for Rule 144 purposes.
Ibotta, Inc. (IBTA) is the issuer for a Rule 144 notice covering proposed sales of 20,100 Class A shares for the account of Luke Roy Swanson, with Fidelity Brokerage Services LLC acting as broker and planned sales on or after September 10, 2026 on the NYSE.
The notice also describes that recent sales of Class A shares occurred in the accounts of Brynn F. Swanson, the spouse of company officer Luke Swanson, and the Flat Tops 2024 Trust, for which Brynn F. Swanson is a trustee and Luke Swanson is an account stakeholder.
Ibotta, Inc. (IBTA) insider Bryan Leach, an officer and director, has filed a Rule 144 notice covering the potential resale of up to 114,813 shares of Class A common stock through Goldman Sachs & Co. LLC on the NYSE. The filing states an aggregate market value for these shares of $4,406,522.94. The shares to be sold include 90,852 shares acquired upon option exercise on June 8, 2026 and 23,961 shares acquired as compensation via restricted stock units on September 1, 2026. Shares outstanding were 20,148,602 as of September 8, 2026; this is a baseline figure, not the amount being offered. The filing also lists multiple sales by Leach and related trusts over the prior three months, and notes that the sales are made under a selling plan dated March 5, 2026 intended to comply with Rule 10b5-1(c).
Ibotta, Inc. (IBTA) reported that its Chief Technology Officer, Swanson Luke Roy, had shares of Class A Common Stock withheld and sold on September 1, 2026. 11,692 shares were withheld to cover tax obligations on vesting RSUs, and 11,880 shares were sold in market transactions under a Rule 10b5-1 trading plan.
Ibotta, Inc. (IBTA) reported that its Chief People Officer, Marisa Daspit, disclosed multiple transactions in Class A Common Stock. On September 1–2, 2026, she sold an aggregate 4,668 shares in open-market transactions at weighted average prices ranging from about $36.66 to $37.78 per share. In a separate transaction on September 1, 2,951 shares were withheld by Ibotta to satisfy income tax and withholding obligations upon the vesting and net settlement of previously reported RSUs, which is not characterized as a sale. The sales reported for these dates were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 1, 2026.
Ibotta, Inc. (IBTA) reported that its Chief Financial Officer, Matthew H. Puckett, had 33,347 shares of Class A Common Stock withheld on September 1, 2026 to satisfy income tax and withholding obligations in connection with the vesting and net settlement of previously reported restricted stock units (RSUs). This was not an open-market sale. After this tax-withholding disposition, he directly held 303,479 shares, which include RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to vesting.
Ibotta, Inc. (IBTA) reported that Chief Business Dev. Officer Amir El Tabib had 3,404 shares of Class A Common Stock withheld on September 1, 2026 to pay income tax obligations related to vesting and net settlement of previously reported RSUs. This was not a market sale; he now holds 200,807 shares directly.
Ibotta, Inc. (IBTA) reported that chief legal officer David T. Shapiro had 6,821 shares of Class A Common Stock withheld on September 1, 2026 to pay income tax and withholding obligations related to the vesting and net settlement of previously reported restricted stock units. The filing specifies this is not a market sale. After this tax-withholding disposition, Shapiro directly holds 221,604 shares of Class A Common Stock, some of which are in the form of RSUs that each represent a contingent right to receive one share, subject to vesting conditions.
Ibotta, Inc. (IBTA) reported that senior vice president of accounting Jared Chomko had 469 shares of Class A common stock withheld on September 1, 2026 at $37.21 per share to pay income-tax obligations arising from the vesting and net settlement of previously reported RSUs. Following this withholding transaction, he holds 34,093 shares directly, a portion of which are restricted stock units that will settle in Class A common stock as they vest.