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.
On October 21, 2026, Ibotta, Inc. CEO and President Bryan Leach, a director and ten percent owner, exercised options for 21,407 Class A shares at an exercise price of $5.35 and 15,346 shares at $12.75. Transactions included sales of 49,899 Class A shares through direct holdings and the Elysian 2024 GST Trust and Orion 2024 GST Trust; each trust converted 6,573 Class B shares into Class A shares. These transactions were effected pursuant to a Rule 10b5-1 trading plan established March 5, 2026. As of October 21, 2026, reported holdings included 2,208,424 Class B shares directly and 289,500 Class B shares each in the Orion 2021 and Elysian 2021 Legacy Trusts, held by Leach's spouse as trustee.
Ibotta, Inc. Chief People Officer Marisa Daspit reported selling 746 shares of Class A Common Stock in two transactions on October 21 and October 22, 2026. She sold 499 shares on October 22 at a weighted average price of $50.1540 per share; those shares were sold in multiple transactions priced from $50.00 to $50.28. She sold 247 shares on October 21 at $50.0000 per share. Both sales were made under a Rule 10b5-1 trading plan established on June 1, 2026.
Ibotta, Inc. chief technology officer Luke Roy Swanson reported direct sales of 8,764 Class A shares at a weighted average $49.9204 per share on October 21, 2026, and 3,695 at $49.9739 per share on October 22. Shares held by his spouse were also reported sold: 9,075 at a weighted average $49.9134 per share on October 21 and 3,484 at $49.9587 per share on October 22. The four transactions totaled 25,018 shares and were effected under a Rule 10b5-1 trading plan established March 6, 2026.
Ibotta, Inc. (IBTA) officer Luke Swanson reported a proposed sale of 3,484 Class A shares, with an aggregate market value of $174,056.02 and an approximate sale date of October 22, 2026. Sales reported for the past three months also include transactions from Brynn F. Swanson’s account—Luke Swanson’s spouse—and from the Flat Tops 2024 Trust, where Brynn F. Swanson is a trustee and Luke Swanson is an Account Stakeholder.
Ibotta, Inc. officer Luke Roy Swanson reported a proposed sale of 3,695 Class A shares, with an aggregate market value of $184,653.58 and an approximate sale date of October 22, 2026. Fidelity Brokerage Services LLC is listed as the broker. The shares are identified as Founders Shares, acquired from the issuer on September 19, 2014, as compensation.
Ibotta, Inc. (IBTA) officer Marisa B. Alexander-Daspit reported a proposed sale of 499 Class A shares with an aggregate market value of $25,026.86. Fidelity Brokerage Services LLC is listed as broker. Her reported sales during the prior three months were 1,712 shares on September 1, 2026; 2,956 shares on September 2, 2026; and 247 shares on October 21, 2026. Daniel Tucci signed as Fidelity Brokerage Services LLC’s duly authorized representative and attorney-in-fact for Marisa Alexander-Daspit.
Ibotta, Inc. (IBTA) has a Rule 144 notice listing 9,075 Class A shares for sale for Luke Swanson’s account, with an aggregate market value of $452,963.75 and an approximate sale date of October 21, 2026. The remarks state that today’s sale and sales during the prior three months occurred in Brynn F. Swanson’s account; they identify her as Luke Swanson’s spouse and Luke as an officer.
Ibotta, Inc. (IBTA) CEO and President Bryan Leach exercised options for 23,327 Class A shares on October 20, 2026, at $5.35 per share, and for 17,857 shares at $5.05 plus 5,266 at $5.35 on October 19. Leach and the Orion 2024 GST Trust and Elysian 2024 GST Trust reported sales totaling 63,064 Class A shares on October 19 and 20, at weighted-average lot prices from $47.2861 to $48.4508 per share. The transactions were made under a Rule 10b5-1 trading plan established March 5, 2026.
Each trust converted 4,135 Class B shares into Class A on October 19 and 4,172 on October 20, on a 1-for-1 basis at no cost; both also reported Class A sales. Leach’s option shares were fully vested and exercisable. Reported Class B holdings on October 19 included 2,208,424 shares held directly and 289,500 held by each of the Orion 2021 Legacy Trust and Elysian 2021 Legacy Trust.
Luke Roy Swanson, an officer of Ibotta, Inc. (IBTA), reported a proposed sale of 8,764 Class A shares. The past-three-month sales table also lists transactions by Brynn F. Swanson and Flat Tops 2024 Trust. The remarks identify Brynn as Luke’s spouse and a trustee of the trust, and Luke as an account stakeholder.
Ibotta, Inc. (IBTA) is named in a Rule 144 notice covering officer Marisa B. Alexander-Daspit's proposed sale of 247 Class A shares, with an aggregate market value of $12,350.00. The approximate sale date is October 21, 2026. The shares are described as acquired through restricted stock vesting on June 1, 2025. The notice also lists prior sales of 1,712 shares on September 1, 2026, and 2,956 shares on September 2, 2026.