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Ibotta: KDT Ibotta Holdings sells 200,000 shares

The shares were held by KDT Ibotta Holdings, while Koch, Inc. and upstream entities may be deemed beneficial owners through the ownership chain.

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Form Type
4

Rhea-AI Filing Summary

Ibotta, Inc. (IBTA) reported sales by KDT Ibotta Holdings, LLC of 200,000 shares of Class A Common Stock across three transactions: 99,900 shares at $57.97 and 100 shares at $59.00 on November 5, 2026, and 100,000 shares at $58.47 on November 6, 2026. No Rule 10b5-1 plan is reported for these transactions. Koch, Inc. and other entities in the ownership chain may be deemed beneficial owners of shares held by KDT Ibotta Holdings.

Insider KDT Ibotta Holdings, LLC, Koch, Inc.
Role 10% Owner | 10% Owner
Sold 200,000 shs ($11.64M)
Type Security Shares Price Value
Sale Class A Common Stock F1 100,000 $58.47 $5.85M
Sale Class A Common Stock F1 99,900 $57.97 $5.79M
Sale Class A Common Stock F1 100 $59.00 $6K
Holdings After Transaction: Class A Common Stock — 3,489,129 shares (Direct)
Footnotes (1)
  1. F1. KDT Ibotta Holdings, LLC ("KDT Ibotta") is beneficially owned by Koch Disruptive Technologies, LLC ("KDT"), KDT is beneficially owned by Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is beneficially owned by Koch Investments Group, LLC ("KIG"), KIG is beneficially owned by Koch Investments Group Holdings, LLC ("KIG Holdings"), KIGH is beneficially owned by Koch Companies, LLC ("KCLLC"), and KCLLC is beneficially owned by Koch, Inc., in each case by means of ownership of all voting equity instruments. Koch, Inc., KCLLC, KIGH, KIG, KDT Holdings and KDT may be deemed to beneficially own the Public Shares held by KDT Ibotta by virtue of (i) Koch, Inc.'s beneficial ownership of KCLLC, (ii) KCLLC's beneficial ownership of KIGH, (iii) KIGH's beneficial ownership of KIG, (iv) KIG's beneficial ownership of KDT Holdings, (v) KDT Holdings's beneficial ownership of KDT and (vi) KDT's beneficial ownership of KDT Ibotta.
Shares sold 99,900 shares November 5, 2026
Sale price $57.97 per share November 5, 2026; 99,900-share transaction
Shares sold 100 shares November 5, 2026
Sale price $59.00 per share November 5, 2026; 100-share transaction
Shares sold 100,000 shares November 6, 2026
Sale price $58.47 per share November 6, 2026; 100,000-share transaction
beneficially own financial
"may be deemed to beneficially own the Public Shares"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
voting equity instruments technical
"by means of ownership of all voting equity instruments"
Public Shares financial
"the Public Shares held by KDT Ibotta"

FAQ

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

How many IBTA shares did KDT Ibotta Holdings, LLC sell?

KDT Ibotta Holdings, LLC reported sales of 200,000 shares across three transactions. It sold 99,900 shares and 100 shares on November 5, 2026, then 100,000 shares on November 6, 2026.

Which entities may be deemed beneficial owners of IBTA shares held by KDT Ibotta?

Koch, Inc., Koch Companies, LLC, Koch Investments Group Holdings, LLC, Koch Investments Group, LLC, Koch Disruptive Technologies Holdings, LLC, and Koch Disruptive Technologies, LLC may be deemed beneficial owners through the ownership chain. The shares were held by KDT Ibotta Holdings, LLC.

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

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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*
KDT Ibotta Holdings, LLC

(Last)(First)(Middle)
4111 E. 37TH STREET NORTH

(Street)
WICHITA KANSAS 67220

(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)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
11/05/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
XForm 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 Stock11/05/2026S99,900D$57.973,589,229D(1)
Class A Common Stock11/05/2026S100D$593,589,129D(1)
Class A Common Stock11/06/2026S100,000D$58.473,489,129D(1)
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
1. Name and Address of Reporting Person*
KDT Ibotta Holdings, LLC

(Last)(First)(Middle)
4111 E. 37TH STREET NORTH

(Street)
WICHITA KANSAS 67220

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
1. Name and Address of Reporting Person*
Koch, Inc.

(Last)(First)(Middle)
4111 E. 37TH STREET NORTH

(Street)
WICHITA KANSAS 67220

(City)(State)(Zip)

UNITED STATES

(Country)

Relationship of Reporting Person(s) to Issuer
DirectorX10% Owner
Officer (give title below)Other (specify below)
Explanation of Responses:
1. KDT Ibotta Holdings, LLC ("KDT Ibotta") is beneficially owned by Koch Disruptive Technologies, LLC ("KDT"), KDT is beneficially owned by Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is beneficially owned by Koch Investments Group, LLC ("KIG"), KIG is beneficially owned by Koch Investments Group Holdings, LLC ("KIG Holdings"), KIGH is beneficially owned by Koch Companies, LLC ("KCLLC"), and KCLLC is beneficially owned by Koch, Inc., in each case by means of ownership of all voting equity instruments. Koch, Inc., KCLLC, KIGH, KIG, KDT Holdings and KDT may be deemed to beneficially own the Public Shares held by KDT Ibotta by virtue of (i) Koch, Inc.'s beneficial ownership of KCLLC, (ii) KCLLC's beneficial ownership of KIGH, (iii) KIGH's beneficial ownership of KIG, (iv) KIG's beneficial ownership of KDT Holdings, (v) KDT Holdings's beneficial ownership of KDT and (vi) KDT's beneficial ownership of KDT Ibotta.
KDT Ibotta Holdings, LLC /s/ Nicholas R. Hoffman, Secretary11/09/2026
Koch, Inc. /s/ Adam Fitzsimmons, Assistant Secretary11/09/2026
** 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)

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