IBTA 8-K: Matt Puckett to serve as interim PAO during medical leave

Rhea-AI Filing Summary

Ibotta, Inc. appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer effective October 13, 2025. He will serve in this role while Jared Chomko, the current Principal Accounting Officer, is on medical leave and until he resumes his position. Mr. Chomko remains an employee.

The company stated there are no changes to Mr. Puckett’s compensation related to this appointment. It also disclosed no family relationships with directors or executive officers, no appointment arrangements with any person, and no transactions reportable under Item 404(a) of Regulation S‑K.

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Accepted by SEC EDGAR 10/16/2025 - 12:00 AM Learn about SEC filing dates

FAQ

What executive change did IBTA announce?

Ibotta appointed CFO Matt Puckett as Interim Principal Accounting Officer effective October 13, 2025.

Why is an interim Principal Accounting Officer needed at IBTA?

Jared Chomko, the Principal Accounting Officer, is on medical leave and remains an employee.

Does Matt Puckett receive additional compensation for this interim role at IBTA?

The company disclosed no changes to Mr. Puckett’s compensation due to the appointment.

Are there related-party or familial ties affecting this IBTA appointment?

Ibotta reported no family relationships and no Item 404(a) transactions tied to Mr. Puckett.

What is IBTA’s stock exchange listing and symbol?

Ibotta’s Class A Common Stock trades on the NYSE under the symbol IBTA.

How long will the interim accounting appointment at IBTA last?

Mr. Puckett will serve until Mr. Chomko resumes his position as Principal Accounting Officer.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 13, 2025

Ibotta, Inc.

(Exact name of registrant as specified in its charter)

Delaware (State or other jurisdiction of incorporation or organization)			001-42018 (Commission File Number)			35-2426358 (I.R.S. Employer Identification Number)
1801 California Street, Suite 400 Denver, Colorado (Address of principal executive offices)						80202 (Zip Code)

303-593-1633

(Registrant’s telephone number, including area code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Class A Common Stock, $0.00001 par value per share			IBTA			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

Appointment of Interim Principal Accounting Officer

Effective October 13, 2025, the Company's Board of Directors appointed Matt Puckett, the Company's Chief Financial Officer to serve as its Interim Principal Accounting Officer while Jared Chomko is on a medical leave of absence and until such time as Mr. Chomko resumes his position as Principal Accounting Officer. Mr. Chomko remains an employee.

There are no changes to Mr. Puckett's compensation as a result of the appointment. Biographical and other information regarding Mr. Puckett is set forth in the Company's Form 8-K, filed with the Securities and Exchange Commission on August 11, 2025, and such information is incorporated by reference herein.

There are no family relationships between Mr. Puckett and any executive officer or director of the Company, there are no understandings or arrangements between Mr. Puckett and any other person pursuant to which Mr. Puckett was appointed as CFO, and Mr. Puckett has no transactions reportable under Item 404(a) of Regulation S-K.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

IBOTTA, INC.

Date:

10/15/2025

By:

/s/ David T. Shapiro

David T. Shapiro

Chief Legal Officer & Corporate Secretary