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Ibotta (IBTA) director Stephen Bailey awarded 5,988 RSUs as annual equity grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Bailey Stephen reported acquisition or exercise transactions in this Form 4 filing.

Ibotta, Inc. director Stephen Bailey received an equity award in the form of restricted stock units. He was granted 5,988 RSUs, each representing a contingent right to one share of Class A Common Stock. Following this grant, he holds 14,562 shares directly.

The RSUs will fully vest on the earlier of May 19, 2027, or the day prior to Ibotta’s next annual meeting of shareholders, as long as Bailey continues to serve through that date. The award was issued under Ibotta’s Outside Director Compensation Policy as an annual director equity grant.

Positive

  • None.

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  • None.
Insider Bailey Stephen
Role null
Type Security Shares Price Value
Grant/Award Class A Common Stock 5,988 $0.00 --
Holdings After Transaction: Class A Common Stock — 14,562 shares (Direct, null)
Footnotes (1)
  1. The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date. This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant. Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
RSUs granted 5,988 units Restricted stock unit award to Stephen Bailey
Vesting date May 19, 2027 Latest possible full vesting date for the RSUs
Shares after grant 14,562 shares Total Class A Common Stock held directly after award
Grant price per share $0.00 per share No cash price paid for RSU grant
restricted stock units ("RSUs") financial
"The restricted stock units ("RSUs") will vest fully on the earlier of"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Outside Director Compensation Policy financial
"issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy"
annual director equity grant financial
"as an annual director equity grant"
continuous service financial
"subject to Reporting Person's continuous service through such date"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bailey Stephen

(Last)(First)(Middle)
C/O IBOTTA, INC.
1400 16TH STREET, SUITE 600

(Street)
DENVER COLORADO 80202

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Ibotta, Inc. [ IBTA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/19/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock05/19/2026A5,988(1)(2)A$014,562(3)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.
2. This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.
3. Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
Remarks:
Exhibit 24 - Power of Attorney
/s/ David T. Shapiro, by power of attorney05/21/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Ibotta (IBTA) director Stephen Bailey receive in this Form 4?

Stephen Bailey received 5,988 restricted stock units as an equity grant. Each RSU represents a contingent right to one share of Ibotta Class A Common Stock, awarded under the company’s Outside Director Compensation Policy as an annual director equity grant.

When do Stephen Bailey’s 5,988 Ibotta (IBTA) RSUs vest?

The 5,988 RSUs will fully vest on the earlier of May 19, 2027, or the day before Ibotta’s next annual shareholder meeting. Vesting is conditioned on Bailey’s continuous service with the company through the applicable vesting date.

How many Ibotta (IBTA) shares does Stephen Bailey hold after this RSU grant?

After this grant, Stephen Bailey holds 14,562 shares of Ibotta Class A Common Stock directly. This total includes shares associated with the newly awarded restricted stock units, which convert to shares upon satisfying the vesting conditions and schedule.

Was Stephen Bailey’s Ibotta (IBTA) equity award an open-market purchase?

No, the award was not an open-market purchase. It is classified as a grant or award acquisition, given at no cash cost per share under Ibotta’s Outside Director Compensation Policy as part of his annual director equity compensation.

What is an RSU in the context of Ibotta (IBTA) director compensation?

An RSU, or restricted stock unit, is a promise to deliver one share of Ibotta Class A Common Stock in the future. Delivery depends on meeting vesting conditions, such as continued service through a specified vesting date for the director.