Welcome to our dedicated page for Ibotta SEC filings (Ticker: IBTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Clark Jermoluk Founders Fund I LLC and James H. Clark reported beneficial ownership of 3,841,308 shares of Ibotta, Inc. Class A common stock, representing 15.2% of the Class A shares outstanding. The shares are held directly by Fund I, which is 95% owned by the JHC Family 2016 Trust, an entity controlled by Mr. Clark. The filing shows no sole voting or dispositive power and instead reports shared voting and dispositive power over the disclosed shares. The Reporting Persons disclaim status as a group and provided a joint filing agreement as an exhibit.
Marisa Daspit, Chief People Officer of Ibotta, Inc. (IBTA), reported an insider sale. On 09/05/2025 she sold 2,956 shares of Class A common stock at $26.94 per share under a Rule 10b5-1 trading plan established May 29, 2025. After the sale she beneficially owned 52,132 shares, some of which are restricted stock units (RSUs) that convert to Class A shares subject to vesting conditions. The Form 4 was signed by power of attorney on 09/09/2025.
Ibotta, Inc. (IBTA) filed a Form 144 reporting a proposed sale of 2,956 Class A shares valued at $79,634.64, with an approximate sale date of 09/05/2025 on the NYSE. The shares were acquired by the reporting person on 09/01/2025 from the issuer through restricted stock vesting and payment was recorded as compensation. The broker listed is Fidelity Brokerage Services LLC (address shown). No securities were reported sold by the person in the past three months. The filer attests there is no undisclosed material adverse information.
Richard I. Donahue, Chief Marketing Officer of Ibotta, Inc. (IBTA), reported a transaction dated 09/01/2025 in which 2,406 shares of Class A Common Stock were withheld by the company at an indicated price of $26.94 per share to satisfy tax withholding obligations related to the vesting and net settlement of previously granted restricted stock units (RSUs). After this withholding, the reporting person is recorded as beneficially owning 199,971 shares, and the filing notes that some of the holdings remain RSUs that convert to shares subject to vesting schedules. The Form 4 was executed by power of attorney on behalf of the reporting person by David Shapiro on 09/03/2025.
Leach Bryan, identified as CEO, President, Director and a 10% owner of Ibotta, Inc. (IBTA), reported a change in beneficial ownership. On 09/01/2025 he had 7,489 shares of Class A common stock withheld at an effective price of $26.94 to satisfy tax and withholding obligations in connection with the vesting and net settlement of previously issued restricted stock units (RSUs). After the withholding, he beneficially owns 499,725 shares. The filing clarifies that some holdings remain RSUs, each convertible into one share subject to vesting schedules.
Ibotta, Inc. (IBTA) insider David T. Shapiro, Chief Legal Officer and director, reported a transaction dated 09/01/2025 in which 1,976 shares of Class A common stock were disposed of at an average price of $26.94. The filing explains these shares were withheld by the issuer to satisfy income tax withholding obligations related to the vesting and net settlement of previously granted restricted stock units (RSUs). After the withholding, Mr. Shapiro beneficially owns 65,447 shares (which include RSUs subject to vesting). The Form 4 was signed by power of attorney on 09/03/2025.
Ibotta, Inc. insider Christopher J. Riedy reported a change in beneficial ownership related to vested restricted stock units. On 09/01/2025, 2,961 shares of Class A common stock were recorded as disposed under code F(1) because the company withheld those shares to satisfy income tax obligations arising from RSU vesting and net settlement. After the withholding, the reporting person beneficially owns 125,337 shares, held directly. The filing clarifies that some of the reported securities are RSUs, each convertible to one share subject to vesting conditions.
El Tabib Amir, Chief Business Development Officer of Ibotta, Inc. (IBTA), reported a transaction dated 09/01/2025 in which 1,969 shares of Class A Common Stock were disposed at a price of $26.94 per share. The filing states these shares were withheld by the issuer to satisfy income tax withholding related to the vesting and net settlement of previously granted restricted stock units (RSUs). Following the transaction, the reporting person beneficially owned 125,272 shares (reported as direct ownership). The filing notes that some of the reported securities remain RSUs, each representing a contingent right to one share subject to vesting conditions. The form was signed by power of attorney on 09/03/2025.
Ibotta, Inc. officer Marisa Daspit reported a withholding transaction tied to vested restricted stock units (RSUs). On 09/01/2025, 1,194 shares of Class A common stock were withheld at a price of $26.94 to satisfy income tax and withholding obligations related to net settlement of previously granted RSUs. After the withholding, the reporting person beneficially owned 55,088 shares. The filing clarifies these were not open-market sales but net-withholding of shares; some of the holdings remain structured as RSUs that convert to common stock when vested.
Ibotta, Inc. (IBTA) Form 4 by Luke Roy Swanson, Chief Technology Officer. The filing reports a transaction dated 09/01/2025 where 4,426 shares of Class A Common Stock were withheld at a price of $26.94 to satisfy tax withholding in connection with vested restricted stock units (RSUs). The filing clarifies this was not a sale but a net settlement of RSUs. After the reported transaction the reporting person beneficially owns 245,645 shares directly and additional indirect holdings of 206,000, 285,342, and 45,045 shares via trusts and an LLC described in the footnotes. The form is signed by power of attorney on 09/03/2025.