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.
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.
Amova Asset Management Americas, Inc. filed a Schedule 13G reporting beneficial ownership of 1,279,655 shares (5.1%) of Ibotta, Inc. Class A common stock as of 09/30/2025.
The filer reports 0 shares with sole voting power, 0 with shared voting power, 0 with sole dispositive power, and 1,279,655 with shared dispositive power. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Ibotta, Inc. reported Q3 2025 results with revenue of $83,260 thousand and net income of $1,533 thousand. Gross profit was $66,118 thousand, reflecting a gross margin of 79%. Diluted earnings per share were $0.05 on 29,376,837 weighted average diluted shares. For the nine months, revenue was $253,863 thousand and net income was $4,578 thousand.
Cash and cash equivalents were $223,296 thousand, and total assets were $569,434 thousand. The company continued its Share Repurchase Program, buying 1,448,325 shares in the quarter for $39,130 thousand; year‑to‑date repurchases totaled 4,737,252 shares for $180,700 thousand, with $89,900 thousand remaining authorized. Ibotta had no borrowings under its $100,000 thousand 2024 Credit Facility, with $99,000 thousand available after a $1,000 thousand letter of credit. As of October 31, 2025, shares outstanding were 23,445,382 Class A and 3,137,424 Class B.
Ibotta, Inc. furnished an 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
Information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference except as expressly set forth by specific reference.
Ibotta, Inc. received a Schedule 13G filing disclosing that affiliates of Sumitomo Mitsui Trust and Amova Asset Management hold beneficial stakes in its Class A common stock.
Sumitomo Mitsui Trust Group, Inc. reported 1,279,895 shares, representing 5.1% of the class, with shared voting and dispositive power over those shares and no sole voting or dispositive power. Amova Asset Management Co., Ltd. reported 1,279,655 shares, also 5.1%, with shared voting and dispositive power and no sole power. The date of event triggering the filing is 09/30/2025.
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. The holdings are attributed through subsidiaries, including Amova Asset Management Americas, Inc. and, for Sumitomo Mitsui Trust, Sumitomo Mitsui Trust Asset Management Co., Ltd.
Ibotta, Inc. appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer effective October 13, 2025. He will serve in this role while Jared Chomko, the current Principal Accounting Officer, is on medical leave and until he resumes his position. Mr. Chomko remains an employee.
The company stated there are no changes to Mr. Puckett’s compensation related to this appointment. It also disclosed no family relationships with directors or executive officers, no appointment arrangements with any person, and no transactions reportable under Item 404(a) of Regulation S‑K.
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.