Ibotta, Inc. Form 4 Filings

Ibotta, Inc. disclosed that Chief People Officer Marisa Daspit had 2,727 shares of Class A Common Stock withheld on March 1, 2026 at $24.97 per share. According to the disclosure, this was a tax-withholding disposition tied to the vesting and net settlement of previously reported restricted stock units (RSUs), and is explicitly described as not being a sale of shares by the reporting person. After this withholding, Daspit directly owned 130,553 shares, including RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting conditions.

Ibotta, Inc. Chief Legal Officer David T. Shapiro reported a Form 4 transaction involving Class A Common Stock tied to restricted stock units (RSUs). A total of 6,820 shares were disposed of at a price of $24.97 per share through tax withholding by the company in connection with the vesting and net settlement of previously reported RSUs, rather than an open-market sale. Following this tax-withholding disposition, Shapiro directly holds 234,214 shares of Ibotta Class A Common Stock, some of which represent RSUs that each convert into one share upon satisfying vesting conditions.

Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a Form 4 showing a tax-related share withholding, not an open-market sale. On the reported date, 9,134 shares of Class A Common Stock were withheld by the company to cover income tax obligations tied to vesting restricted stock units, leaving him with 388,373 shares held directly.

Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported a Form 4 showing a tax-related share withholding rather than an open-market sale. On March 1, 2026, 7,684 shares of Class A Common Stock were withheld by the company at $24.97 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units. After this transaction, Swanson directly owned 513,424 shares of Class A Common Stock, with additional indirect holdings reported through an LLC, family trusts, and his spouse.

Ibotta, Inc. executive Jared Chomko, Vice President of Accounting, reported a grant of 6,000 shares of Class A Common Stock in the form of restricted stock units. The units were acquired at a price of $0 per share, increasing his beneficial ownership to 34,105 Class A shares.

Each RSU represents a right to receive one share of common stock upon settlement. Vesting is scheduled so that 1/16 of the RSUs vest on March 2, 2026, with an additional 1/16 vesting on each Quarterly Vesting Date thereafter, subject to his continued service. Quarterly Vesting Dates are defined as the first trading day on or after March 1, June 1, September 1, and December 1.

Ibotta, Inc. reported that its Chief Technology Officer, Luke Roy Swanson, received an award of 265,722 Class A common shares on January 8, 2026, at a price of $0 per share, in the form of restricted stock units. Each RSU converts into one share as it vests over time.

One‑sixteenth of this RSU grant is scheduled to vest on March 2, 2026, with additional sixteenths vesting on the first trading day on or after March 1, June 1, September 1, and December 1 each year, while he remains in service. After this grant, Swanson beneficially owns 521,108 Class A shares directly, some of which are RSUs, and also has indirect holdings through a family trust, his spouse, and an LLC associated with a family trust.

Ibotta, Inc. reported that its Chief Revenue Officer, Christopher J. Riedy, received a grant of 276,041 shares of Class A common stock in the form of restricted stock units (RSUs) on January 8, 2026. The transaction is recorded at a price of $0 per share, reflecting that this is an equity award rather than an open-market purchase.

Each RSU represents the right to receive one share of Ibotta’s Class A common stock upon settlement. The award vests over time: 1/16th vests on March 2, 2026, with an additional 1/16th vesting on each first trading day on or after March 1, June 1, September 1, and December 1397,507 shares of Ibotta’s Class A common stock.

Ibotta, Inc.’s Chief Business Development Officer, El Tabib Amir, reported a new equity award in the form of restricted stock units (RSUs). On January 8, 2026, he was granted 88,663 shares of Class A common stock at a price of $0 per share, bringing his directly held beneficial ownership to 211,967 shares.

The award vests over time. One‑sixteenth of the RSUs will vest on March 2, 2026, with an additional one‑sixteenth vesting on the first trading day on or after each of March 1, June 1, September 1, and December 1 in subsequent periods, as long as he continues to provide service to the company. Some of the shares reported are unvested RSUs that each represent a right to receive one share of Class A common stock once vesting conditions are met.

Ibotta, Inc. reported an equity award to its Chief Legal Officer, David T. Shapiro. On January 8, 2026, he received 177,148 shares of Class A common stock in the form of restricted stock units (RSUs) at a grant price of $0 per share, reflecting a compensatory award rather than a market purchase. Each RSU represents the right to receive one share of Class A common stock upon settlement, subject to vesting.

According to the vesting terms, 1/16 of the RSUs will vest on March 2, 2026, with an additional 1/16 vesting on each "Quarterly Vesting Date," defined as the first trading day on or after March 1, June 1, September 1, and December 1, provided he remains in continuous service. After this grant, Shapiro beneficially owns 241,034 shares of Ibotta Class A common stock directly, some of which are also held as RSUs subject to their own vesting schedules.

Ibotta, Inc. disclosed that CEO, President and director Bryan Leach, who is also a 10% owner, received an award of 407,706 Restricted Stock Units (RSUs) of Class A common stock on January 8, 2026. The RSUs were granted at a price of $0 per unit, reflecting an equity compensation award rather than an open-market purchase.

Following this grant, Leach is reported as beneficially owning 899,942 shares of Class A common stock, including RSUs. Each RSU represents the right to receive one share upon settlement, with 1/16 of the RSUs vesting on March 2, 2026 and another 1/16 vesting on each "Quarterly Vesting Date" thereafter, defined as the first trading day on or after March 1, June 1, September 1 and December 1, subject to his continued service.

Ibotta, Inc. reported that its Chief People Officer, Marisa Daspit, received a grant of 85,297 Restricted Stock Units (RSUs) of Class A common stock on January 8, 2026 at a price of $0 per share. Each RSU represents a right to receive one share of common stock if vesting conditions are met.

According to the vesting schedule, 1/16 of the RSUs will vest on March 2, 2026, with an additional 1/16 vesting on each “Quarterly Vesting Date,” defined as the first trading day on or after March 1, June 1, September 1, and December 1, subject to her continuous service. After this grant, Daspit beneficially owns 133,280 shares and RSUs of Ibotta’s Class A common stock, held directly.

Ibotta, Inc. reported an insider equity transaction by its Vice President of Accounting. On 12/29/2025, the officer exercised an employee stock option to buy 2,900 shares of Class A Common Stock at an exercise price of $10.4 per share, coded as transaction type “M.” This increased the officer’s directly owned stake to 28,105 shares of Class A Common Stock following the transaction.

After the exercise, 2,100 stock options remain beneficially owned. The filing notes that certain holdings are restricted stock units, each RSU representing a contingent right to receive one share of Class A Common Stock, subject to vesting. It also explains that for the option, 1/48th of the shares vested on February 16, 2023, with 1/48th vesting monthly thereafter, conditioned on continued service.

Ibotta, Inc. director and 10% owner affiliate reports share sale. An entity associated with James H. Clark reported selling 11,363 shares of Ibotta Class A common stock on April 25, 2024 at $88 per share. After this transaction, the filing shows 556,818 shares beneficially owned indirectly, as noted in footnote (1), and 5,762,457 shares beneficially owned directly. The explanations state that some shares are held through Monaco Partners, L.P., whose general partner is Clark Ventures, wholly owned by the JHC Family 2016 Trust controlled by Mr. Clark, and others through Clark Jermoluk Founders Fund I LLC, 95% owned by the same trust. Mr. Clark disclaims beneficial ownership of these shares except to the extent of his pecuniary interest. The remarks also state that several later Forms 4 are deemed amended to give effect to this April 25, 2024 transaction.

Ibotta, Inc. insider trading report shows a small planned sale by an executive. The company’s Chief People Officer filed a Form 4 reporting the sale of 10 shares of Class A Common Stock of Ibotta, Inc. on 12/05/2025 at a price of $23.54 per share. After this transaction, the reporting person beneficially owns 47,983 shares.

The filing notes that the trade was executed under a pre-arranged Rule 10b5-1 trading plan that the executive established on May 29, 2025. The beneficially owned amount includes restricted stock units, each representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.

Ibotta, Inc. officer reports routine share withholding for taxes. The company’s Chief Business Development Officer filed a Form 4 showing that on 12/01/2025, 1,968 shares of Class A common stock were disposed of at a price of $23.86 per share. The filing explains this was not a market sale, but shares withheld by the company to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs).

After this tax withholding event, the reporting person beneficially owned 123,304 shares of Ibotta Class A common stock, which includes RSUs. Each RSU represents a contingent right to receive one share of Class A common stock, subject to its specific vesting schedule and conditions.

Ibotta, Inc. insider reports routine tax‑withholding share transaction. A company officer, the Vice President of Accounting, reported that on 12/01/2025, 360 shares of Class A common stock were withheld by Ibotta to cover income tax and related withholding obligations when previously granted restricted stock units (RSUs) vested. This is described as not being a sale of shares by the insider, but an automatic share withholding by the company.

After this transaction, the reporting person beneficially owned 25,205 shares of Ibotta Class A common stock, which includes RSUs where each unit represents a contingent right to receive one share, subject to vesting conditions.

Ibotta, Inc. (IBTA) CEO and President Bryan Leach, who is also a director and 10% owner, reported an automatic share withholding related to equity compensation. On 12/01/2025, 7,489 shares of Class A Common Stock were withheld at a price of $23.86 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs). After this tax withholding event, Leach beneficially owned 492,236 shares of Class A Common Stock. Some of the reported holdings are RSUs, with each RSU representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.

Ibotta, Inc. insider reports tax‑related share withholding tied to RSU vesting. The company’s Chief People Officer reported that on 12/01/2025, 4,139 shares of Class A Common Stock were withheld by Ibotta at a price of $23.86 per share. This event was to cover income tax, withholding, and remittance obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs), and is not described as a market sale of shares by the officer. Following this withholding, the officer beneficially owns 47,993 shares of Class A Common Stock, which includes RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting schedules and conditions.

Ibotta, Inc. reported an insider equity transaction by its Chief Revenue Officer on 12/01/2025. The Form 4 shows that 3,871 shares of Class A common stock were withheld by the company at a price of $23.86 per share to cover income tax withholding obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs). This was not an open-market sale by the officer. After this tax withholding event, the officer beneficially owned 121,466 shares of Class A common stock, held directly. Some of these holdings consist of RSUs, each representing a right to receive one share of Class A common stock, subject to applicable vesting conditions.

Ibotta, Inc.'s Chief Technology Officer reports a routine share withholding for taxes. On 12/01/2025, the CTO had 4,426 shares of Class A common stock withheld by Ibotta at a price of $23.86 per share. The filing clarifies this was not a sale but shares retained by the company to cover income tax and withholding obligations tied to the vesting of previously granted restricted stock units.

After this tax-related transaction, the CTO directly holds 255,386 shares of Class A common stock. Additional indirect holdings include 45,045 shares held through Flat Tops Ventures, LLC, 285,342 shares held by the CTO's spouse, and 206,000 shares held by Flat Tops 2024 Trust. Some of these positions include restricted stock units, where each unit represents the right to receive one share of Ibotta Class A common stock, subject to vesting conditions.

Ibotta, Inc.'s Chief Legal Officer reported an automatic tax withholding event related to equity compensation. On 12/01/2025, 1,976 shares of Class A common stock were withheld by the company to cover income tax and withholding obligations triggered by the vesting and net settlement of previously reported restricted stock units (RSUs), at a price of $23.86 per share. After this transaction, the officer beneficially owns 63,886 shares of Class A common stock. Certain of these holdings are RSUs, each representing a right to receive one share of Class A common stock subject to vesting conditions.

Ibotta, Inc. filed a Form 4 reporting a small insider share purchase under its employee stock plan. A company officer who serves as Vice President, Accounting acquired 38 shares of Ibotta’s Class A Common Stock on November 17, 2025 at a price of $22.58 per share. The shares were bought through the Ibotta, Inc. 2024 Employee Stock Purchase Plan for the purchase period from May 15, 2025 through November 17, 2025, in a transaction the company notes is exempt under Rule 16b-3(c). After this transaction, the officer beneficially owns 25,565 Class A shares, which include restricted stock units that each represent a contingent right to receive one share, subject to vesting conditions.

Ibotta, Inc. (IBTA) reported an equity transaction by its Chief Legal Officer on a Form 4. On November 17, 2025, the officer acquired 415 shares of Ibotta’s Class A Common Stock at a price of $22.58 per share through the company’s 2024 Employee Stock Purchase Plan (ESPP) for the purchase period from May 15, 2025 through November 17, 2025. After this transaction, the officer beneficially owned 65,862 shares, which include restricted stock units that each represent a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.

Insider exercise and ownership update: The Chief Technology Officer of Ibotta, Inc. exercised an employee option on 10/06/2025 to acquire 14,167 shares of Class A common stock at an exercise price of $5.35 per share. Following the transaction the reporting person directly beneficially owns 259,812 Class A shares and also reports indirect holdings of 206,000, 285,342, and 45,045 Class A shares through trusts and a spouse.

The filing notes that some holdings are restricted stock units that vest per their schedules and that all shares subject to the exercised option were fully vested and exercisable as of the transaction date. The form was signed by power of attorney on 10/08/2025.

Ibotta, Inc. (IBTA) reported a non-derivative grant to its Chief Financial Officer consisting of 336,826 restricted stock units (RSUs) dated 09/29/2025. Each RSU represents a contingent right to receive one share of the companys Class A common stock upon settlement. The RSUs vest with 1/4th scheduled on September 1, 2026, and then 1/16th on each Quarterly Vesting Date thereafter (the first trading day on or after March 1, June 1, September 1 and December 1), subject to continued service. The filing records 336,826 RSUs beneficially owned following the grant and includes explanatory notes clarifying the nature of the award as service-based equity compensation.

Jared Chomko, Vice President, Accounting at Ibotta, Inc. (IBTA), reported a non‑derivative grant of 15,000 Restricted Stock Units (RSUs) dated 09/29/2025 that settle into Class A common stock at no cash price. Following this grant, he beneficially owns 25,527 shares (including RSUs subject to vesting). The RSUs vest in equal installments of 1/16th on each Quarterly Vesting Date (first trading day on or after March 1, June 1, September 1, December 1), subject to continued service. The filing discloses the grant terms and the company’s standard quarterly vesting cadence.

Valarie L. Sheppard, a director of Ibotta, Inc. (IBTA), reported a withholding of 2,412 shares on 09/17/2025 related to vested restricted stock units. The shares were withheld at a price of $26.92 per share to satisfy income tax and withholding obligations associated with net settlement of previously granted RSUs. After the withholding, the reporting person is shown as beneficially owning 29,643 shares. The filing clarifies that some holdings are RSUs, each representing a contingent right to one Class A common share subject to vesting conditions.