IBTA insiders plan NYSE sales of Class A shares

IBTA insiders Luke Swanson and Brynn F. Swanson filed a notice of proposed sales of Class A shares through Fidelity Brokerage Services LLC on the NYSE, with a proposed sale date of August 3, 2026.

Rhea-AI Filing Summary

IBTA insiders Luke Swanson and Brynn F. Swanson filed a notice of proposed sales of Class A shares through Fidelity Brokerage Services LLC on the NYSE, with a proposed sale date of August 3, 2026. The Class A shares were originally acquired as Founders Shares from the issuer on December 24, 2012 as compensation. The filing also lists recent Class A share sales by both individuals on June 4, 2026 and July 1, 2026, providing transaction amounts for each date.

Key Figures

Proposed transaction amount: 145361.95 Code: 5940 Amount June 4, 2026 (Luke Swanson): 195886.75 +5 more

8 metrics

Proposed transaction amount 145361.95 Amount listed for Class A securities in the planned sale dated 08/03/2026

Code 5940 Identifier associated with IBTA Class A securities in the filing

Amount June 4, 2026 (Luke Swanson) 195886.75 Class A transaction amount reported for 06/04/2026

Amount June 4, 2026 (Brynn F. Swanson) 195886.30 Class A transaction amount reported for 06/04/2026

Amount July 1, 2026 (Luke Swanson) 208718.80 Class A transaction amount reported for 07/01/2026

Amount July 1, 2026 (Brynn F. Swanson) 208719.15 Class A transaction amount reported for 07/01/2026

Acquisition date of Founders Shares 12/24/2012 Original acquisition date for Class A Founders Shares received as compensation

Proposed sale date 08/03/2026 Date associated with proposed Class A sales through Fidelity on NYSE

Key Terms

Form 144, Founders Shares, Compensation, Securities To Be Sold

4 terms

Form 144 regulatory

"144: Securities Information and 144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Founders Shares financial

"Class A | 12/24/2012 | Founders Shares | Issuer"

Founders shares are a special block of a company’s stock originally given to the people who started the business; they often carry extra voting power or favorable terms compared with regular shares. For investors, these shares matter because they concentrate control and influence how future funding, ownership dilution, and decision-making will play out—think of founders shares as the steering wheel that can steer a company’s direction even as more passengers (investors) climb aboard.

Compensation financial

"5940 | 12/24/2012 | Compensation"

Securities To Be Sold regulatory

"144: Securities To Be Sold"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the IBTA Form 144 filing by Luke and Brynn Swanson disclose?

It discloses that Luke Swanson and Brynn F. Swanson plan to sell Class A shares of IBTA through Fidelity Brokerage Services LLC, with a proposed sale date of August 3, 2026, and provides details of their prior Class A sales.

When were the IBTA Class A shares originally acquired by the Swansons?

The filing states the Class A shares were acquired on December 24, 2012 as Founders Shares from the issuer as Compensation, establishing the original acquisition date for the securities now subject to sale.

Which broker and market are used for the planned IBTA Class A sales?

The planned Class A sales are through Fidelity Brokerage Services LLC, with trading on the NYSE. This provides the execution venue information for the proposed Form 144 transactions disclosed by the Swansons.

What prior IBTA Class A sales are reported in the last three months?

The filing lists Class A sales on June 4, 2026 with amounts of 195,886.75 and 195,886.30, and on July 1, 2026 with amounts of 208,718.80 and 208,719.15, attributed separately to Luke and Brynn F. Swanson.

What security type is involved in the IBTA Form 144 notice?

The notice concerns Class A shares associated with IBTA, identified with code 5940 and traded on the NYSE, with the Swansons reporting planned and recent sales of this same class of securities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/03/2026 - 04:34 PM Accepted by SEC EDGAR 08/03/2026 - 04:33 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001873513
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Ibotta, Inc.
SEC File Number	001-42018
Address of Issuer	1400 16TH STREET, SUITE 600 DENVER COLORADO 80202
Phone	303-593-1633
Name of Person for Whose Account the Securities are To Be Sold	Swanson Luke Roy
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	5940	145361.95	20197545	08/03/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A	12/24/2012	Founders Shares	Issuer			5940	12/24/2012	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Luke Swanson 1400 16th Street Suite 600 Denver CO 80202	Class A	06/04/2026	5940	195886.75
Brynn F. Swanson 1400 16th Street Suite 600 Denver CO 80202	Class A	06/04/2026	5940	195886.30
Luke Swanson 1400 16th Street Suite 600 Denver CO 80202	Class A	07/01/2026	5940	208718.80
Brynn F. Swanson 1400 16th Street Suite 600 Denver CO 80202	Class A	07/01/2026	5940	208719.15

144: Remarks and Signature

Remarks	Trades from the past 3 months include those from the account of Brynn F. Swanson who is the spouse of Luke Swanson, an officer of the company.
Date of Notice	08/03/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	03/06/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Louis Kurnick, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Luke Swanson
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)