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.
Ibotta, Inc. filings document the public-company record for a digital promotions business built around the Ibotta Performance Network. Results-focused Form 8-K reports furnish quarterly and annual operating updates, including revenue, redemption revenue, profitability measures, adjusted EBITDA, operating cash flow and free cash flow tied to its performance marketing model.
The filing record also covers capital allocation and governance matters, including Class A common stock repurchase authorization, definitive proxy disclosures on annual meeting governance, executive compensation and equity awards, and Form 8-K disclosures for finance leadership and principal accounting officer responsibilities.
Amova Asset Management Americas, Inc. filed Amendment No. 1 to report its beneficial ownership of Ibotta, Inc. Class A common stock. Amova reports holding 341,265 shares, representing 1.5% of the Class A common stock as of the event date of 12/31/2025.
The firm reports no sole or shared voting power over these shares, but shared dispositive power over all 341,265 shares. Amova certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.
Ibotta, Inc. received an amended Schedule 13G/A from Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd., reporting beneficial ownership of 341,265 shares of Class A common stock, or 1.5% of the class.
Both reporting persons have no sole voting or dispositive power over these shares; all voting and dispositive power is shared over the same 341,265 shares. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of Ibotta Inc common stock. It reports holding 1,164,995 shares, representing 4.96% of the class as of 12/31/2025.
Vanguard reports no sole voting or dispositive power, with shared voting power over 110,234 shares and shared dispositive power over 1,164,995 shares. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.
The filing explains an internal realignment effective 01/12/2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately while continuing the same investment strategies. Vanguard notes its clients have rights to dividends and sale proceeds, and that no other single person’s interest exceeds 5% of the class.
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.