STOCK TITAN

Ibotta CEO Bryan Leach converts 13,300 shares

The reported post-transaction position includes 2,195,124 Class B shares and 837,186 Class A shares, with certain Class A securities identified as RSUs.

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Form Type
4

Rhea-AI Filing Summary

Ibotta, Inc. CEO and President Bryan Leach converted 13,300 shares of Class B Common Stock into 13,300 shares of Class A Common Stock on November 4, 2026, at no cost. The conversion was 1-for-1. His reported direct holdings after the transaction were 2,195,124 Class B shares and 837,186 Class A shares; certain Class A securities are restricted stock units.

Insider Leach Bryan
Role CEO AND PRESIDENT
Type Security Shares Price Value
Conversion Class B Common Stock F4 13,300 $0.00 $0.00
Conversion Class A Common Stock F1, F2, F3 13,300 $0.00 $0.00
Holding Class B Common Stock F4, F5 -- -- --
Holding Class B Common Stock F4, F6 -- -- --
Holding Class B Common Stock F4, F7 -- -- --
Holding Class B Common Stock F4, F8 -- -- --
Holdings After Transaction: Class B Common Stock — 2,195,124 contracts (Direct); Class A Common Stock — 837,186 shares (Direct); Class B Common Stock — 749,000 contracts (Indirect, See footnote)
Footnotes (8)
  1. F1. 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. F2. On November 4, 2026, the Reporting Person converted 13,300 shares of Class B Common Stock into a like number of shares of Class A Common Stock.
  3. F3. 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. F4. 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. F5. By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021.
  6. F6. By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021.
  7. F7. By Sibling as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024.
  8. F8. By Sibling as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.
Class B shares converted 13,300 shares Converted into Class A Common Stock on November 4, 2026
Class A shares acquired in conversion 13,300 shares Conversion on November 4, 2026
Conversion ratio 1-for-1 Class B Common Stock to Class A Common Stock
Direct Class B shares after transaction 2,195,124 shares Reported following the November 4, 2026 transaction
Direct Class A shares after transaction 837,186 shares Reported following the November 4, 2026 transaction; certain securities are RSUs
Indirect Class B shares 289,500 shares each Listed for the Orion 2021 Legacy Trust and Elysian 2021 Legacy Trust
Indirect Class B shares 85,000 shares each Listed for the Orion 2024 GST Trust and Elysian 2024 GST Trust
restricted stock units (RSUs) financial
"Certain of these securities are restricted stock units ("RSUs")"
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
contingent right financial
"Each RSU represents a contingent right to receive one share"
vesting schedule financial
"subject to the applicable vesting schedule and conditions of each RSU"
A vesting schedule is a timeline that determines when someone gains full ownership of certain benefits, such as company stock or retirement contributions. Think of it like earning the right to own a gift gradually over time, rather than receiving it all at once. It matters to investors because it affects when they can fully access or sell these benefits, influencing their financial planning and decision-making.

FAQ

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

How many shares did IBTA CEO Bryan Leach convert?

On November 4, 2026, Bryan Leach converted 13,300 shares of Class B Common Stock into 13,300 shares of Class A Common Stock at no cost. The conversion was 1-for-1.

What indirect IBTA shareholdings were listed through trusts?

The Orion 2021 Legacy Trust and Elysian 2021 Legacy Trust were each listed with 289,500 Class B shares convertible into Class A shares, with the spouse serving as trustee. The Orion 2024 GST Trust and Elysian 2024 GST Trust were each listed with 85,000 Class B shares, with a sibling serving as trustee.

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*
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)
11/04/2026
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)11/04/2026C(2)13,300A$0837,186(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)11/04/2026C13,300 (4) (4)Class A Common Stock13,300$02,195,124D
Class B Common Stock(4) (4) (4)Class A Common Stock289,500289,500ISee footnote(5)
Class B Common Stock(4) (4) (4)Class A Common Stock289,500289,500ISee footnote(6)
Class B Common Stock(4) (4) (4)Class A Common Stock85,00085,000ISee footnote(7)
Class B Common Stock(4) (4) (4)Class A Common Stock85,00085,000ISee footnote(8)
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 November 4, 2026, the Reporting Person converted 13,300 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. By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021.
6. By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021.
7. By Sibling as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024.
8. By Sibling as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.
Remarks:
/s/ David T. Shapiro, by power of attorney11/06/2026
** 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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