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. 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.
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.
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.