Ibotta (IBTA) Form 4 Filings

Ibotta, Inc. Chief People Officer Marisa Daspit reported selling 746 shares of Class A Common Stock in two transactions on October 21 and October 22, 2026. She sold 499 shares on October 22 at a weighted average price of $50.1540 per share; those shares were sold in multiple transactions priced from $50.00 to $50.28. She sold 247 shares on October 21 at $50.0000 per share. Both sales were made under a Rule 10b5-1 trading plan established on June 1, 2026.

Ibotta, Inc. chief technology officer Luke Roy Swanson reported direct sales of 8,764 Class A shares at a weighted average $49.9204 per share on October 21, 2026, and 3,695 at $49.9739 per share on October 22. Shares held by his spouse were also reported sold: 9,075 at a weighted average $49.9134 per share on October 21 and 3,484 at $49.9587 per share on October 22. The four transactions totaled 25,018 shares and were effected under a Rule 10b5-1 trading plan established March 6, 2026.

Ibotta, Inc. (IBTA) CEO and President Bryan Leach exercised options for 23,327 Class A shares on October 20, 2026, at $5.35 per share, and for 17,857 shares at $5.05 plus 5,266 at $5.35 on October 19. Leach and the Orion 2024 GST Trust and Elysian 2024 GST Trust reported sales totaling 63,064 Class A shares on October 19 and 20, at weighted-average lot prices from $47.2861 to $48.4508 per share. The transactions were made under a Rule 10b5-1 trading plan established March 5, 2026.

Each trust converted 4,135 Class B shares into Class A on October 19 and 4,172 on October 20, on a 1-for-1 basis at no cost; both also reported Class A sales. Leach’s option shares were fully vested and exercisable. Reported Class B holdings on October 19 included 2,208,424 shares held directly and 289,500 held by each of the Orion 2021 Legacy Trust and Elysian 2021 Legacy Trust.

Bryan Leach, identified as Ibotta's CEO and President, a director and a 10% owner, exercised options for 15,142 Class A shares on October 5 and 6, 2026, at exercise prices of $3.99 and $5.05 per share, then sold 15,142 shares. Sales included 10,049 shares at a weighted-average price of $41.3554, 63 at $42.0303 and 5,030 at $41.5658. The transactions were made under a Rule 10b5-1 trading plan established March 5, 2026.

Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported sales of 11,880 Class A common shares on October 1, 2026. The sales included direct transactions of 4,124 shares at a weighted-average price of $39.6169 per share and 1,816 shares at $40.1970 per share; spouse-held shares were also sold in transactions of 4,124 shares at $39.6169 and 1,816 shares at $40.1972 per share. The transactions were made under a Rule 10b5-1 trading plan established on March 6, 2026.

Ibotta, Inc. director Tony Weisman received a direct award of 9,843 restricted stock units on September 22, 2026, in connection with his board appointment. Each RSU represents a contingent right to one share of Class A common stock. One-third vests on each anniversary of the grant date, subject to continued service as a Service Provider through each vesting date. The amended report corrects an administrative error that caused the original report to overstate the grant by 496 shares.

Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported selling 16,500 Class A common shares on September 10, 2026, at a weighted average price of $40.0737 per share. The sales were made under a Rule 10b5-1 trading plan established March 6, 2026; prices ranged from $39.90 to $40.41 per share. His reported post-transaction holdings were 449,632 shares, including certain restricted stock units.

The amendment corrects the original report, which overstated the shares sold by 3,600 and reported an incorrect sale price and post-transaction holdings.

Ibotta, Inc. (IBTA) director Tony Weisman acquired an initial award of 10,339 Restricted Stock Units (RSUs) on September 22, 2026, under the company’s Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Class A common stock upon settlement. One-third of the RSUs vest on each anniversary of the grant date, subject to continued Service Provider status through each vesting date.

Ibotta, Inc. CEO and President Bryan Leach exercised options for 13,418 shares of Class A common stock on September 21, 2026, at an exercise price of $3.99 per share, then sold 13,418 shares at a weighted average $41.3444 per share. On September 22, he exercised options for 1,724 shares at $3.99 per share and sold 1,717 shares at a weighted average $41.3098 per share, plus 7 shares at $41.94 per share. The transactions were effected pursuant to a Rule 10b5-1 trading plan established March 5, 2026.

Ibotta, Inc. (IBTA) reported that Chief Technology Officer Luke Roy Swanson sold a total of 40,200 shares of Class A Common Stock on September 10, 2026, in open-market or private transactions made under a Rule 10b5-1 trading plan established on March 6, 2026.

The sales included 20,100 shares held directly at a weighted average price of about $40.04 per share, and 16,500 shares held by his spouse plus 3,600 shares held by Flat Tops 2024 Trust, both reported as indirect holdings, at weighted average prices around $40.07 and $39.90, respectively. After the direct sale, Swanson holds 446,032 shares directly, which include certain restricted stock units that vest over time.

Ibotta, Inc. (IBTA) reported that CEO, President and 10% owner Bryan Leach exercised employee stock options and sold Class A Common Stock in early September 2026. On September 8, 2026 he exercised options to acquire 15,142 shares of Class A Common Stock at an exercise price of $3.99 per share, with all option shares fully vested and exercisable as of that date, and 18,141 options reported as remaining outstanding afterward. Also on September 8, 2026 he sold 7,503 shares at a weighted average price of $37.2537 per share and 26,497 shares at a weighted average price of $37.8305 per share in multiple transactions within stated price ranges. On September 9, 2026 he sold an additional 5,103 shares at a weighted average price of $37.7353 per share. The filing notes these transactions were effected pursuant to a Rule 10b5-1 trading plan established by Leach on March 5, 2026, and that certain reported securities are restricted stock units representing contingent rights to receive Class A shares, subject to vesting conditions.

Ibotta, Inc. (IBTA) reported that its Chief Technology Officer, Swanson Luke Roy, had shares of Class A Common Stock withheld and sold on September 1, 2026. 11,692 shares were withheld to cover tax obligations on vesting RSUs, and 11,880 shares were sold in market transactions under a Rule 10b5-1 trading plan.

Ibotta, Inc. (IBTA) reported that its Chief People Officer, Marisa Daspit, disclosed multiple transactions in Class A Common Stock. On September 1–2, 2026, she sold an aggregate 4,668 shares in open-market transactions at weighted average prices ranging from about $36.66 to $37.78 per share. In a separate transaction on September 1, 2,951 shares were withheld by Ibotta to satisfy income tax and withholding obligations upon the vesting and net settlement of previously reported RSUs, which is not characterized as a sale. The sales reported for these dates were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 1, 2026.

Ibotta, Inc. (IBTA) reported that its Chief Financial Officer, Matthew H. Puckett, had 33,347 shares of Class A Common Stock withheld on September 1, 2026 to satisfy income tax and withholding obligations in connection with the vesting and net settlement of previously reported restricted stock units (RSUs). This was not an open-market sale. After this tax-withholding disposition, he directly held 303,479 shares, which include RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to vesting.

Ibotta, Inc. (IBTA) reported that Chief Business Dev. Officer Amir El Tabib had 3,404 shares of Class A Common Stock withheld on September 1, 2026 to pay income tax obligations related to vesting and net settlement of previously reported RSUs. This was not a market sale; he now holds 200,807 shares directly.

Ibotta, Inc. (IBTA) reported that chief legal officer David T. Shapiro had 6,821 shares of Class A Common Stock withheld on September 1, 2026 to pay income tax and withholding obligations related to the vesting and net settlement of previously reported restricted stock units. The filing specifies this is not a market sale. After this tax-withholding disposition, Shapiro directly holds 221,604 shares of Class A Common Stock, some of which are in the form of RSUs that each represent a contingent right to receive one share, subject to vesting conditions.

Ibotta, Inc. (IBTA) reported that senior vice president of accounting Jared Chomko had 469 shares of Class A common stock withheld on September 1, 2026 at $37.21 per share to pay income-tax obligations arising from the vesting and net settlement of previously reported RSUs. Following this withholding transaction, he holds 34,093 shares directly, a portion of which are restricted stock units that will settle in Class A common stock as they vest.

Ibotta, Inc. (IBTA) reported that Chief Revenue Officer Christopher J. Riedy had 12,988 shares of Class A Common Stock withheld on September 1, 2026 to pay income tax and withholding obligations related to vesting of previously reported restricted stock units (RSUs). This was not an open-market sale, and he now directly holds 363,387 shares of Class A Common Stock, including RSUs that will settle as they vest.

Ibotta, Inc. (IBTA) reported that its CEO, President, and ten percent owner Bryan Leach had shares withheld in connection with equity compensation. On September 1, 2026, 18,637 shares of Class A Common Stock were withheld by Ibotta, Inc. at $37.21 per share to satisfy income tax withholding and remittance obligations arising from the vesting and net settlement of previously reported restricted stock units. After this tax-withholding disposition, Leach directly holds 847,847 shares of Class A Common Stock, which include restricted stock units that convert into one share each upon vesting, and no Rule 10b5-1 trading plan is reported for this transaction.

Ibotta, Inc. (IBTA) reported an insider equity-related event involving officer Jared Chomko, Senior Vice President – Accounting. On 2026-08-25, 406 shares of Class A Common Stock were withheld by Ibotta to satisfy income tax and withholding obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs). This is explicitly described as not a market sale of shares by the reporting person. After this tax-withholding transaction, Chomko directly held 34,562 shares of Ibotta Class A Common Stock, including RSUs that each represent a contingent right to receive one share, subject to applicable vesting schedules and conditions.

Ibotta, Inc. (IBTA) reported insider activity by CEO, President and ten percent owner Bryan Leach involving option exercises, share sales and share-class conversions. Leach exercised employee stock options for 35,616 shares of Class A Common Stock at $3.99 per share and sold 35,616 Class A shares in multiple transactions at weighted average prices in the mid‑$30s, all under a Rule 10b5-1 trading plan established on March 5, 2026. In addition, Class B Common Stock held directly and through spouse‑managed trusts was converted into an equal number of Class A shares, and Leach continues to hold Class B shares convertible into Class A shares on a 1‑for‑1 basis.

Ibotta, Inc. director Thomas D. Lehrman reported sales of 30,273 shares of Class A Common Stock on 2026-08-13, through a series of open-market or private transactions. Some sales were made from his direct holdings, while others were by Four Ways, LLC and LFP 2, LLC, entities where he has voting and investment control.

Ibotta, Inc. director Thomas D. Lehrman reported six open-market sales of Class A Common Stock on August 11–12, 2026, totaling 42,407 shares. Sales included direct dispositions and indirect sales through Four Ways, LLC and LFP 2, LLC, entities in which he is a member with voting and investment control. Reported weighted average prices ranged from about $35.73 to $36.22 per share, with detailed price ranges disclosed in the footnotes.

Ibotta, Inc. CHIEF TECHNOLOGY OFFICER Luke Roy Swanson reported selling a total of 800 shares of Class A Common Stock on August 7, 2026 at weighted-average prices around $39.90–$39.91 per share, pursuant to a Rule 10b5-1 trading plan established on March 6, 2026. Of these, 200 shares were sold from his direct holdings, leaving 483,764 shares directly held, which include restricted stock units. The remaining 600 shares were sold from indirect holdings through a spouse and a family trust. Additional indirect holdings are reported through an LLC and irrevocable trust structure.

Ibotta, Inc. director, CEO and 10% owner Bryan Leach exercised options and converted Class B into a total of 95,030 shares of Class A Common Stock on August 3–4, 2026, then reported selling 95,030 Class A shares at various weighted-average prices under a Rule 10b5-1 trading plan established on March 5, 2026.

He continues to hold Class B shares convertible 1‑for‑1 into Class A, including 2,208,424 underlying Class A shares held directly and 289,500 underlying Class A shares through each of two spouse‑managed trusts.

Ibotta, Inc. chief technology officer Luke Roy Swanson reported selling 11,880 shares of Class A Common Stock on August 3, 2026. The sales occurred in four open-market transactions at weighted-average prices with ranges between $24.05 and $25.23 per share, executed under a Rule 10b5-1 trading plan adopted on March 6, 2026. Some shares were sold from Swanson’s direct holdings and others from shares held by his spouse.

Ibotta, Inc. senior vice president of accounting Jared Chomko exercised employee stock options on July 31, 2026 to acquire 1,850 shares of Class A Common Stock. The exercises covered 1,475 shares at $10.40 per share and 375 shares at $12.45 per share, converting previously granted equity awards subject to time-based vesting.

Ibotta, Inc. CEO, President and 10% owner Bryan Leach exercised employee stock options for 15,142 shares of Class A Common Stock at an exercise price of $3.99 per share on July 20–21, 2026, then sold the same number of shares at weighted-average prices around $31–$32 per share. All trades were executed under a Rule 10b5-1 trading plan established on March 5, 2026, with reported prices reflecting weighted averages across individual sales ranging from $30.93 to $32.60 per share.

Ibotta, Inc. disclosed that Clark Jermoluk Founders Fund I LLC, a 10% owner, completed an open-market sale of 500,000 shares of Class A Common Stock at $30.15 per share on July 6, 2026. After this transaction, the fund holds 3,341,308 shares of Ibotta Class A Common Stock.

The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Trust. James H. Clark disclaims beneficial ownership of the fund’s shares except to the extent of his pecuniary interest.

Ibotta, Inc. director, CEO and President Bryan Leach reported a pre-planned mix of option exercises and stock sales in Class A Common Stock on July 6, 2026, executed under a Rule 10b5-1 trading plan established on March 5, 2026.

He exercised 9,326 Employee Stock Options at an exercise price of $3.99 per share and sold a net 9,402 shares of Class A Common Stock in multiple open-market transactions at weighted average prices disclosed in the filing. After these trades, he directly holds 866,484 Class A shares.

Entities associated with his spouse, acting as trustee for the Elysian and Orion 2024 GST Trusts, converted small blocks of 38 Class B shares each into the same number of Class A shares and sold corresponding amounts. Separate Class B Common Stock positions remain outstanding and are convertible into Class A on a 1-for-1 basis at no cost.

Ibotta, Inc. director, CEO and President, and 10% owner Bryan Leach reported option exercises, share conversions and open‑market sales of the company’s Class A Common Stock. On July 1–2, 2026, he exercised and converted a total of 28,231 shares and sold the same number of Class A shares in the open market under a pre‑arranged Rule 10b5‑1 trading plan.

The sale prices were reported as weighted averages around $35 per share, with detailed price ranges provided in the notes. Following these trades, he continues to hold a large position through Class B Common Stock convertible into Class A, including 2,208,424 underlying Class A shares directly and 289,500 underlying Class A shares indirectly, plus 165,870 employee stock options and additional equity such as restricted stock units.

Ibotta, Inc. chief technology officer Luke Roy Swanson reported open-market sales of 11,880 shares of Class A Common Stock on July 1, 2026. The shares were sold in multiple transactions at weighted average prices of $35.441 and $34.7739 per share.

The filing states these trades were executed under a Rule 10b5-1 trading plan established on March 6, 2026, indicating they were pre-arranged. Following the transactions, Swanson holds 489,904 shares directly and additional indirect holdings through his spouse and related family entities and trusts.

Ibotta, Inc. CEO Bryan Leach reported option exercises paired with open-market sales of Class A Common Stock. On June 22 and 23, 2026, he exercised employee stock options for a total of 15,142 shares at $3.99 per share and sold the same number of shares in open-market transactions at weighted average prices of $30.5619 and $30.3146.

The filing notes that these transactions were effected under a Rule 10b5-1 trading plan established by Leach, and all option shares involved were fully vested and exercisable. Following the transactions, he continues to hold 866,484 shares of Class A Common Stock directly, and 181,704 option shares remain outstanding under the referenced employee stock option.

Ibotta, Inc. CEO and President Bryan Leach made a bona fide gift of 50,000 shares of Class A common stock to a charitable donor advised fund. This was a no‑price, non-market transfer. After the gift, he directly holds 866,484 shares of Class A common stock.

Ibotta, Inc. CEO and President Bryan Leach reported a combination of option exercises and share sales in Class A Common Stock. He exercised employee stock options to acquire 15,154 shares at $3.99 per share and sold 15,154 shares in open-market transactions at prices around $32 per share.

The sales were made under a previously established Rule 10b5-1 trading plan, indicating they were pre-planned. Following these transactions, Leach directly holds 916,484 shares of Class A Common Stock and has 196,846 stock options remaining, all fully vested and exercisable.

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.

Ibotta, Inc. chief technology officer Luke Roy Swanson reported open-market sales of a total of 11,880 shares of Class A Common Stock on June 4, 2026. The shares were sold in multiple transactions at weighted average prices around $32.86 and $33.71 per share.

According to a footnote, these transactions were executed under a Rule 10b5-1 trading plan established on March 6, 2026, indicating they were pre-arranged. After the sales, Swanson directly holds 495,844 shares, with additional indirect holdings, including 206,000 and 45,045 shares reported through related entities and family accounts.

Ibotta, Inc. director and CEO Bryan Leach reported a routine tax-related share disposition. On this Form 4, 18,638 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax obligations tied to vesting restricted stock units.

The footnotes state this is not a sale of shares by Leach but a withholding by the issuer in connection with the net settlement of previously reported RSUs. After this transaction, Leach holds 866,484 shares of Class A Common Stock directly.

Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported routine updates to his shareholdings in a Form 4. The only transaction was a code F event where 11,640 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax obligations tied to vesting and net settlement of previously reported restricted stock units, which the footnote states is not a sale by him. After this tax-withholding disposition, he directly holds 501,784 shares of Class A Common Stock. The filing also reports indirect holdings of 206,000 shares held by Flat Tops Ventures, LLC, 285,342 shares held by his spouse, and 45,045 shares held by Flat Tops 2024 Trust, reflecting family and trust-related ownership structures rather than new market trades.

Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a tax-related share disposition involving the company’s Class A Common Stock. On June 1, 2026, 11,998 shares were withheld at $34.25 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs). This event is explicitly described as not a sale of shares by the executive. After the withholding, Riedy directly holds 376,375 shares of Class A Common Stock.

Ibotta, Inc. chief legal officer David T. Shapiro reported a routine share withholding tied to equity compensation. On the vesting and net settlement of previously reported restricted stock units, the company withheld 6,821 shares of Class A common stock at $34.25 per share to cover income tax obligations. After this tax-withholding disposition, Shapiro directly holds 228,425 shares of Class A common stock. The filing clarifies this was not an open-market sale, but an administrative step related to RSU vesting.

Ibotta, Inc. executive Marisa Daspit reported a tax-related share disposition tied to equity compensation. On June 1, 2026, 2,727 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax and withholding obligations from vesting restricted stock units. The filing specifies this was not an open-market sale. After this withholding, Daspit directly holds 124,870 shares of Ibotta Class A Common Stock.

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.

Ibotta, Inc. Chief Business Development Officer Amir El Tabib reported a routine share withholding related to equity compensation. On this Form 4, 4,394 shares of Class A Common Stock were disposed of at $34.25 per share to cover income tax obligations tied to the vesting and net settlement of previously reported restricted stock units, as noted in the footnotes. This was not an open-market sale of shares by the insider. After this tax-withholding disposition, El Tabib holds 204,211 shares of Class A Common Stock directly.

Lehrman Thomas D reported acquisition or exercise transactions in this Form 4 filing.

Ibotta, Inc. director Thomas D. Lehrman reported an equity compensation grant in the form of restricted stock units tied to Class A Common Stock. He received 5,988 RSUs, each representing one share, at a price of $0.00 per unit as a grant or award.

The RSUs will vest fully on the earlier of May 19, 2027 or the day before Ibotta’s next annual shareholder meeting, contingent on his continued service. Following this award, Lehrman directly holds 68,738 shares of Class A Common Stock and has additional indirect holdings through LFP 2, LLC and Four Ways, LLC, where he has voting and investment control.

DOSHI AMIT reported acquisition or exercise transactions in this Form 4 filing.

Ibotta, Inc. director Amit Doshi reported an equity award of 5,988 restricted stock units (RSUs) of Class A Common Stock. The RSUs vest fully on the earlier of May 19, 2027, or the day before Ibotta’s next annual shareholder meeting, subject to his continuous service. This award was granted under Ibotta’s Outside Director Compensation Policy as an annual director equity grant. Following the grant, Doshi holds 54,936 shares of Class A Common Stock directly, including RSUs, and 1,891 shares indirectly through 101 Collective, LLC, which is owned by him, his spouse, and a trust for his children.

Sheppard Valarie L reported acquisition or exercise transactions in this Form 4 filing.

Ibotta, Inc. director Valarie L. Sheppard received a grant of 5,988 restricted stock units (RSUs) tied to Class A Common Stock as an annual director equity award under the company’s Outside Director Compensation Policy. These RSUs vest fully on the earlier of May 19, 2027 or the day before the next annual shareholder meeting, subject to her continued service. Following this award, she holds 35,631 shares/RSUs directly.

SONSINI LARRY W reported acquisition or exercise transactions in this Form 4 filing.

Ibotta, Inc. director Larry W. Sonsini received a grant of 5,988 restricted stock units (RSUs) of Class A Common Stock as an annual director equity award under the company’s Outside Director Compensation Policy. Each RSU represents a right to receive one share, subject to vesting. The RSUs vest fully on the earlier of May 19, 2027 or the day prior to the company’s next annual shareholder meeting, provided he continues to serve through that date. Following this grant, he directly holds 104,814 Class A shares, and 1,569 additional shares are held indirectly by his spouse.

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.