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.
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.
Jared Chomko, Vice President, Accounting at Ibotta, Inc. (IBTA), reported a routine share withholding related to vested restricted stock units. On 09/01/2025 the filing shows 91 shares of Class A Common Stock were disposed of at a price of $26.94 per share. The filing clarifies these 91 shares were withheld by the issuer to satisfy income tax and withholding obligations tied to the vesting and net settlement of previously reported RSUs. After the transaction, the reporting person beneficially owned 10,527 shares (some of which are outstanding RSUs subject to vesting conditions).
Richard I. Donahue, Chief Marketing Officer of Ibotta, Inc. (IBTA), reported insider transactions dated 08/25/2025. The Form 4 shows a non-derivative acquisition of 2,604 shares of Class A common stock at a reported price of $10.40, leaving the reporting person with 202,377 shares beneficially owned. The filing also reports a compensatory employee stock option related to the same 2,604 shares with an exercise price of $10.40, an expiration/exercisable schedule noted and 8,854 derivative securities beneficially owned following the transaction. Some shares are restricted stock units (RSUs) subject to vesting; the option vests monthly (1/48th started 02/16/2023). The form was signed by a power of attorney on 08/26/2025.
Matthew H. Puckett, identified as Chief Financial Officer and Director, filed an Initial Form 3 reporting his relationship to Ibotta, Inc. (IBTA) and stating that no securities are beneficially owned as of the event date. The filing is dated 08/25/2025 and was signed by an attorney under power of attorney. The form confirms this is an individual filing and includes an exhibit reference for a Power of Attorney.
Ibotta, Inc. insider reported withholding of shares to cover taxes on vested restricted stock units. Valarie L. Sheppard, listed as a Director and Interim CFO, had 2,412 shares of Class A Common Stock withheld on 08/17/2025 at a price of $24.11 each to satisfy income tax and remittance obligations tied to the vesting and net settlement of previously reported RSUs. After the withholding, Sheppard beneficially owns 32,055 shares of Class A Common Stock. The Form 4 was executed by power of attorney on 08/19/2025.