STOCK TITAN

Ibotta (IBTA) CEO Bryan Leach converts 50,000 Class B shares to Class A

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

Rhea-AI Filing Summary

Ibotta, Inc. CEO and President Bryan Leach reported a share-class conversion. On June 4, 2026, he converted 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock at no cost, reflecting a 1-for-1 exchange.

Following the transaction, Leach directly holds 916,484 shares of Class A Common Stock and 2,208,424 shares of Class B Common Stock. Additional Class B positions are held indirectly through spouse‑managed trusts, including blocks with 120,000 and 289,500 underlying Class A shares each. The filing also notes that certain securities are restricted stock units that vest into Class A shares over time.

Positive

  • None.

Negative

  • None.
Insider Leach Bryan
Role CEO AND PRESIDENT
Type Security Shares Price Value
Conversion Class B Common Stock 50,000 $0.00 --
Conversion Class A Common Stock 50,000 $0.00 --
holding Class B Common Stock -- -- --
holding Class B Common Stock -- -- --
holding Class B Common Stock -- -- --
holding Class B Common Stock -- -- --
Holdings After Transaction: Class B Common Stock — 2,208,424 shares (Direct, null); Class A Common Stock — 916,484 shares (Direct, null); Class B Common Stock — 289,500 shares (Indirect, See footnote)
Footnotes (1)
  1. Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock at the election of, and at no cost to, the Reporting Person. On June 4, 2026, the Reporting Person converted 50,000 shares of Class B Common Stock into a like number of shares of Class A Common Stock. Certain of these securities are restricted stock units ("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. Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. On March 2, 2026, 75,000 shares of Class B Common Stock held by the Orion 2021 Legacy Trust u/a/d May 11, 2021 were transferred to the Orion 2024 GST Trust u/a/d March 20, 2024. By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021. On March 2, 2026, 75,000 shares of Class B Common Stock held by the Elysian 2021 Legacy Trust u/a/d May 11, 2021 were transferred to the Elysian 2024 GST Trust u/a/d March 20, 2024. By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021. By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024. By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.
Class B to Class A conversion 50,000 shares Converted from Class B to Class A on June 4, 2026
Class A holdings after transaction 916,484 shares Direct Class A Common Stock held following conversion
Class B direct holdings after transaction 2,208,424 shares Direct Class B Common Stock remaining after 50,000-share conversion
Indirect Class B block 120,000 underlying shares Indirect Class B position convertible into Class A at no cost
Additional indirect Class B block 289,500 underlying shares Indirect Class B position via trust, convertible 1-for-1 into Class A
Exercise price on conversions $0.0000 per share Class B to Class A conversion executed at no cost
Class B Common Stock financial
"Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
restricted stock units ("RSUs") financial
"Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share"
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.
Conversion of derivative security financial
"transaction_code_description": "Conversion of derivative security""
GST Trust financial
"were transferred to the Orion 2024 GST Trust u/a/d March 20, 2024"
Legacy Trust financial
"held by the Elysian 2021 Legacy Trust u/a/d May 11, 2021 were transferred"
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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*
Leach Bryan

(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)
XDirectorX10% Owner
XOfficer (give title below)Other (specify below)
CEO AND PRESIDENT
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/04/2026
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 Stock(1)06/04/2026C(2)50,000A$0916,484(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
Class B Common Stock(4)06/04/2026C50,000 (4) (4)Class A Common Stock50,000$02,208,424D
Class B Common Stock(4) (4) (4)Class A Common Stock289,500(4)(5)289,500ISee footnote(6)
Class B Common Stock(4) (4) (4)Class A Common Stock289,500(4)(7)289,500ISee footnote(8)
Class B Common Stock(4) (4) (4)Class A Common Stock120,000(4)(5)120,000ISee footnote(9)
Class B Common Stock(4) (4) (4)Class A Common Stock120,000(4)(7)120,000ISee footnote(10)
Explanation of Responses:
1. Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock at the election of, and at no cost to, the Reporting Person.
2. On June 4, 2026, the Reporting Person converted 50,000 shares of Class B Common Stock into a like number of shares of Class A Common Stock.
3. Certain of these securities are restricted stock units ("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.
4. Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder.
5. On March 2, 2026, 75,000 shares of Class B Common Stock held by the Orion 2021 Legacy Trust u/a/d May 11, 2021 were transferred to the Orion 2024 GST Trust u/a/d March 20, 2024.
6. By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021.
7. On March 2, 2026, 75,000 shares of Class B Common Stock held by the Elysian 2021 Legacy Trust u/a/d May 11, 2021 were transferred to the Elysian 2024 GST Trust u/a/d March 20, 2024.
8. By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021.
9. By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024.
10. By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.
Remarks:
/s/ David T. Shapiro, by power of attorney06/08/2026
** 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) CEO Bryan Leach report in this Form 4?

Bryan Leach reported converting 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock. The exchange occurred on June 4, 2026 at no cost and reflects a 1-for-1 conversion between the two share classes, with no sale proceeds disclosed.

How many Ibotta (IBTA) Class A shares does Bryan Leach hold after the conversion?

After the conversion, Bryan Leach holds 916,484 shares of Class A Common Stock directly. These Class A shares include the 50,000 shares received upon converting Class B stock, and they sit alongside his remaining direct and indirect Class B holdings reported in the same filing.

What happened to Bryan Leach’s Class B holdings in Ibotta (IBTA)?

On June 4, 2026, Bryan Leach converted 50,000 Class B shares into Class A shares, leaving 2,208,424 Class B shares directly held. Additional Class B positions remain indirectly held through trusts managed by his spouse, each convertible into Class A on a 1-for-1 basis at no cost.

How are the trust-held Ibotta (IBTA) shares described in the Form 4?

Trust-held shares are reported as indirect ownership, with Leach’s spouse serving as trustee for several Orion and Elysian trusts. The filing notes transfers of 75,000 Class B shares between 2021 legacy trusts and 2024 GST trusts, and identifies the trustee role in detailed footnotes.

What does the Form 4 say about Ibotta (IBTA) restricted stock units (RSUs)?

The filing explains that certain securities are restricted stock units, or RSUs, each representing a contingent right to receive one Class A share. These RSUs convert into Class A Common Stock only when their specific vesting schedules and conditions are satisfied, rather than through immediate trading activity.

Is the Ibotta (IBTA) CEO’s transaction a buy or sell of shares?

The transaction is characterized as a conversion of derivative securities, not a market buy or sale. Leach exchanged 50,000 Class B shares for 50,000 Class A shares at no cost, so his economic exposure shifted between classes while total equity exposure remained similar.