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. chief legal officer David T. Shapiro reported a routine share withholding tied to equity compensation. On the vesting and net settlement of previously reported restricted stock units, the company withheld 6,821 shares of Class A common stock at $34.25 per share to cover income tax obligations. After this tax-withholding disposition, Shapiro directly holds 228,425 shares of Class A common stock. The filing clarifies this was not an open-market sale, but an administrative step related to RSU vesting.
Ibotta, Inc. executive Marisa Daspit reported a tax-related share disposition tied to equity compensation. On June 1, 2026, 2,727 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax and withholding obligations from vesting restricted stock units. The filing specifies this was not an open-market sale. After this withholding, Daspit directly holds 124,870 shares of Ibotta Class A Common Stock.
Ibotta, Inc. vice president of accounting Jared Chomko reported a small insider transaction involving restricted stock units. On the vesting of previously granted RSUs, the company withheld 528 shares of Class A Common Stock at $34.25 per share to cover income tax obligations, rather than executing an open-market sale. After this tax-withholding disposition, Chomko directly holds 33,118 shares of Ibotta Class A Common Stock.
Ibotta, Inc. Chief Business Development Officer Amir El Tabib reported a routine share withholding related to equity compensation. On this Form 4, 4,394 shares of Class A Common Stock were disposed of at $34.25 per share to cover income tax obligations tied to the vesting and net settlement of previously reported restricted stock units, as noted in the footnotes. This was not an open-market sale of shares by the insider. After this tax-withholding disposition, El Tabib holds 204,211 shares of Class A Common Stock directly.
Ibotta, Inc. filed details on a management change and shareholder voting results. Effective May 19, 2026, the Board appointed Senior Vice President of Accounting Jared Chomko to resume serving as Principal Accounting Officer, with no change to his compensation, and CFO Matt Puckett ended his interim role.
The company also reported outcomes from its 2026 annual shareholder meeting. Shareholders elected two Class II directors, approved on an advisory basis executive compensation, chose an annual advisory vote on pay, and ratified KPMG LLP as independent registered public accounting firm for the 2026 fiscal year.
Lehrman Thomas D reported acquisition or exercise transactions in this Form 4 filing.
Ibotta, Inc. director Thomas D. Lehrman reported an equity compensation grant in the form of restricted stock units tied to Class A Common Stock. He received 5,988 RSUs, each representing one share, at a price of $0.00 per unit as a grant or award.
The RSUs will vest fully on the earlier of May 19, 2027 or the day before Ibotta’s next annual shareholder meeting, contingent on his continued service. Following this award, Lehrman directly holds 68,738 shares of Class A Common Stock and has additional indirect holdings through LFP 2, LLC and Four Ways, LLC, where he has voting and investment control.
DOSHI AMIT reported acquisition or exercise transactions in this Form 4 filing.
Ibotta, Inc. director Amit Doshi reported an equity award of 5,988 restricted stock units (RSUs) of Class A Common Stock. The RSUs vest fully on the earlier of May 19, 2027, or the day before Ibotta’s next annual shareholder meeting, subject to his continuous service. This award was granted under Ibotta’s Outside Director Compensation Policy as an annual director equity grant. Following the grant, Doshi holds 54,936 shares of Class A Common Stock directly, including RSUs, and 1,891 shares indirectly through 101 Collective, LLC, which is owned by him, his spouse, and a trust for his children.
Sheppard Valarie L reported acquisition or exercise transactions in this Form 4 filing.
Ibotta, Inc. director Valarie L. Sheppard received a grant of 5,988 restricted stock units (RSUs) tied to Class A Common Stock as an annual director equity award under the company’s Outside Director Compensation Policy. These RSUs vest fully on the earlier of May 19, 2027 or the day before the next annual shareholder meeting, subject to her continued service. Following this award, she holds 35,631 shares/RSUs directly.
SONSINI LARRY W reported acquisition or exercise transactions in this Form 4 filing.
Ibotta, Inc. director Larry W. Sonsini received a grant of 5,988 restricted stock units (RSUs) of Class A Common Stock as an annual director equity award under the company’s Outside Director Compensation Policy. Each RSU represents a right to receive one share, subject to vesting. The RSUs vest fully on the earlier of May 19, 2027 or the day prior to the company’s next annual shareholder meeting, provided he continues to serve through that date. Following this grant, he directly holds 104,814 Class A shares, and 1,569 additional shares are held indirectly by his spouse.
Bailey Stephen reported acquisition or exercise transactions in this Form 4 filing.
Ibotta, Inc. director Stephen Bailey received an equity award in the form of restricted stock units. He was granted 5,988 RSUs, each representing a contingent right to one share of Class A Common Stock. Following this grant, he holds 14,562 shares directly.
The RSUs will fully vest on the earlier of May 19, 2027, or the day prior to Ibotta’s next annual meeting of shareholders, as long as Bailey continues to serve through that date. The award was issued under Ibotta’s Outside Director Compensation Policy as an annual director equity grant.