Ibotta VP has 528 shares withheld for RSU taxes
Ibotta, Inc. vice president of accounting Jared Chomko reported a small insider transaction involving restricted stock units.
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Form Type
4
Rhea-AI Filing Summary
Ibotta, Inc. vice president of accounting Jared Chomko reported a small insider transaction involving restricted stock units. On the vesting of previously granted RSUs, the company withheld 528 shares of Class A Common Stock at $34.25 per share to cover income tax obligations, rather than executing an open-market sale. After this tax-withholding disposition, Chomko directly holds 33,118 shares of Ibotta Class A Common Stock.
Insider Trade Summary
Exercise Price or Tax Liability: 528 shares
Exercise Price or Tax Liability
1 txn
Insider
Chomko Jared
Role
VICE PRESIDENT, ACCOUNTING
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Class A Common Stock | 528 | $34.25 | $18K |
Holdings After Transaction:
Class A Common Stock — 33,118 shares (Direct)
Footnotes (2)
- F1. This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs") .
- F2. 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.
Key Figures
Tax-withheld shares: 528 shares
Withholding price: $34.25 per share
Post-transaction holdings: 33,118 shares
+1 more
4 metrics
Tax-withheld shares
528 shares
Shares of Class A Common Stock withheld for RSU tax obligations
Withholding price
$34.25 per share
Valuation price used for 528 withheld shares
Post-transaction holdings
33,118 shares
Class A Common Stock directly owned after the transaction
Tax-withholding dispositions
1 transaction, 528 shares
Summary of tax-withholding events in this filing
Key Terms
restricted stock units ("RSUs"), Class A Common Stock, tax-withholding disposition
3 terms
restricted stock units ("RSUs") financial
"in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs") ."
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.
Class A Common Stock financial
"This transaction is not a sale of shares by the Reporting Person."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Ibotta (IBTA) report for Jared Chomko?
Ibotta reported that vice president of accounting Jared Chomko had 528 Class A shares withheld by the company to satisfy taxes on vested RSUs. This was recorded as a tax-withholding disposition, not an open-market sale of stock by the executive.
Was the Ibotta (IBTA) Form 4 transaction an open-market sale?
No, the Form 4 notes the transaction was not a sale by Jared Chomko. Instead, Ibotta withheld 528 Class A shares to meet income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units.
What do the RSU footnotes in the Ibotta (IBTA) Form 4 explain?
The footnotes clarify that each RSU represents a contingent right to receive one share of Ibotta Class A Common Stock, subject to vesting conditions. They also stress the reported transaction reflects shares withheld for tax obligations upon RSU vesting, not a discretionary stock sale.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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