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. Schedule 13G/A filed by D. E. Shaw reporting shared beneficial ownership of 1,449,524 Class A shares, representing 5.7% of the outstanding Class A common stock. The ownership is held across related entities: D. E. Shaw Valence Portfolios, L.L.C. holds 1,043,082 shares (4.1%), and additional shares are held in the names of D. E. Shaw Oculus Portfolios, L.L.C. and an executive committee member, producing the aggregate totals. The filing states the position is not held to influence control of the issuer and includes powers of attorney and a joint filing agreement.
Schedule 13G filed for Ibotta, Inc. shows a group of Southpoint-related reporting persons and John S. Clark II together beneficially own 276,701 shares of Ibotta Class A common stock, representing 1.1% of the class based on 25,310,349 outstanding shares reported by the company. The reporting parties state they hold shared voting power and shared dispositive power over the 276,701 shares and report no sole voting or dispositive power.
The filing specifies that the securities were not acquired to change or influence control of the issuer and contains the required certifications and signatures by the reporting persons and their authorized representative.
Ibotta, Inc. (IBTA) reported second-quarter 2025 revenue of $86.0 million, essentially flat with prior-year quarter, and returned to net income of $2.49 million after prior-year losses. Gross profit declined to $68.1 million and gross margin narrowed to 79% from 86%, while operating expenses fell materially, led by sales and marketing of $28.8 million versus $50.0 million a year earlier.
Balance sheet and cash flow highlights include $250.5 million of cash and cash equivalents, $70.9 million user redemption liability, $247.7 million in Level 1 cash equivalents, and $99.0 million of available capacity under the $100 million credit facility. The company repurchased $141.6 million of stock year-to-date and has $128.6 million remaining authorization. The company disclosed consolidated securities class actions; management cannot estimate a loss range at this time.
Ibotta, Inc. filed a current report to share that it has released its financial results for the quarter ended June 30, 2025. The company announced these results in a press release dated August 13, 2025, which is included as Exhibit 99.1 to the report. The information about these quarterly results is furnished rather than filed, meaning it is provided for disclosure purposes under securities rules but is not incorporated into other registration statements or reports unless specifically referenced.
Ibotta announced the appointment of Matt Puckett as Chief Financial Officer, effective August 25, 2025. Mr. Puckett joins from VF Corporation where he served 23 years, including as enterprise CFO from June 2021 to July 2024, and held international finance responsibility in Switzerland for four years. His role will lead finance, corporate finance, financial planning, M&A and investor relations.
Under an offer letter, Mr. Puckett will receive a $550,000 annual base salary and a $450,000 target annual bonus that will be prorated and guaranteed for 2025. The company will recommend an RSU award valued at $9,000,000, with 25% vesting on the first quarterly vesting date after one year of service and no vesting prior to that date. Interim CFO Valarie Sheppard will step down from the interim CFO role on the Start Date and resume board and committee duties.
Ibotta (NYSE: IBTA) filed a Form 4 disclosing two routine open-market sales totaling 10,000 Class A shares by 10% owner James H. Clark via Clark Jermoluk Founders Fund I LLC on 24-25 June 2025 at weighted-average prices of $38.34 and $38.43.
Post-sale, the reporting persons still own about 5.86 million shares, maintaining their >10% stake. No derivative activity or other material changes were reported.
Form 4 overview: On 24 Jun 2025, Clark Jermoluk Founders Fund I LLC and James H. Clark—both classified as 10% owners of Ibotta, Inc. (IBTA)—filed a Form 4 reporting modest open-market sales of Class A common stock.
Key transaction details
- 20 Jun 2025: 4,100 shares sold at a weighted-average price of $38.3526
- 20 Jun 2025: 900 shares sold at $39.1089
- 23 Jun 2025: 4,843 shares sold at $37.6702
- 23 Jun 2025: 157 shares sold at $38.2006
The four trades total 10,000 shares and generated approximately $382 thousand in proceeds (weighted-average price ≈ $38.24). After the sales, the reporting persons continue to hold 445,241 shares indirectly through Monaco Partners, L.P. and a separate direct position of 5,419,810 shares via Clark Jermoluk Founders Fund I LLC, leaving their overall economic interest largely intact (shares sold ≈ 0.18 % of total reported holdings).
Ownership structure notes: The indirect shares are held by Monaco Partners, whose general partner is Clark Ventures, wholly owned by the JHC Family 2016 Trust. The bulk holding (5.42 million shares) is owned by Clark Jermoluk Founders Fund I LLC, which is 95 % owned by the same trust. Mr. Clark expressly disclaims beneficial ownership beyond his pecuniary interest.
Investor take-away: While insider selling often draws attention, the magnitude here is minimal relative to the reporters’ stake and occurred over two trading days at market prices between $37.06 and $39.40. No derivative transactions or new option grants were disclosed, and the filing contains no commentary on company fundamentals.
Insider Trading Activity: Clark Jermoluk Founders Fund I LLC and James H. Clark, both 10% owners of Ibotta (IBTA), reported multiple sales of Class A Common Stock on June 17-18, 2025:
- June 17: Sold 4,600 shares at avg. price of $39.44 and 400 shares at $40.12
- June 18: Sold 4,100 shares at avg. price of $38.27 and 900 shares at $39.17
- Total disposition: 10,000 shares
Post-transaction, the reporting persons maintain significant holdings: 455,241 shares held indirectly through Monaco Partners LP (controlled by JHC Family 2016 Trust) and 5,419,810 shares held directly through Clark Jermoluk Founders Fund I LLC (95% owned by JHC Trust). Mr. Clark disclaims beneficial ownership except for his pecuniary interest in both entities.