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Ibotta (IBTA) SEC Filings, Sep-Oct 2026

IBTA NYSE

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.

Rhea-AI Summary

Ibotta, Inc. (IBTA) is the issuer named in a notice covering Bryan Leach, an officer and director, and a proposed sale of 97,853 Class A common shares with an aggregate market value of $4,709,664.89.

The issuer had 20,148,602 shares outstanding as of October 20, 2026. The notice also lists prior three-month Class A sales by Bryan Leach and the Orion 2024 GST Trust and Elysian 2024 GST Trust.

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Rhea-AI Summary

Ibotta, Inc. (IBTA) officer and director Bryan Leach filed notice of a proposed sale of 35,000 Class A common shares, with an aggregate market value of $1,653,400 and an approximate sale date of October 19, 2026. Goldman Sachs & Co. LLC is named as broker. The notice says 17,500 shares are to be sold by Elysian 2024 GST Trust and 17,500 by Orion 2024 GST Trust. The selling plan is dated March 5, 2026 and is intended to comply with Rule 10b5-1(c). The notice also lists prior sales by Leach and the two trusts during the preceding three months.

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Rhea-AI Summary

Bryan Leach, identified as Ibotta's CEO and President, a director and a 10% owner, exercised options for 15,142 Class A shares on October 5 and 6, 2026, at exercise prices of $3.99 and $5.05 per share, then sold 15,142 shares. Sales included 10,049 shares at a weighted-average price of $41.3554, 63 at $42.0303 and 5,030 at $41.5658. The transactions were made under a Rule 10b5-1 trading plan established March 5, 2026.

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Rhea-AI Summary

Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported sales of 11,880 Class A common shares on October 1, 2026. The sales included direct transactions of 4,124 shares at a weighted-average price of $39.6169 per share and 1,816 shares at $40.1970 per share; spouse-held shares were also sold in transactions of 4,124 shares at $39.6169 and 1,816 shares at $40.1972 per share. The transactions were made under a Rule 10b5-1 trading plan established on March 6, 2026.

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Ibotta, Inc. director Tony Weisman received a direct award of 9,843 restricted stock units on September 22, 2026, in connection with his board appointment. Each RSU represents a contingent right to one share of Class A common stock. One-third vests on each anniversary of the grant date, subject to continued service as a Service Provider through each vesting date. The amended report corrects an administrative error that caused the original report to overstate the grant by 496 shares.

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Ibotta, Inc. (IBTA), the issuer, is named in a notice listing 5,940 Class A shares for sale, with an aggregate market value of $233,501.40 and an approximate sale date of October 1, 2026. Luke Swanson is identified as the person for whose account securities are to be sold; the remarks say the sale occurred in the account of Brynn F. Swanson, his spouse. The shares are listed as Founders Shares acquired from the issuer on March 11, 2015, as compensation.

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Ibotta, Inc. officer Luke Roy Swanson submitted notice of a proposed sale of 5,940 Class A shares, with an aggregate market value of $233,501.40, through Fidelity Brokerage Services LLC. The approximate sale date is October 1, 2026. The three-month sales history also lists Luke Swanson, Brynn F. Swanson, and the Flat Tops 2024 Trust.

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Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported selling 16,500 Class A common shares on September 10, 2026, at a weighted average price of $40.0737 per share. The sales were made under a Rule 10b5-1 trading plan established March 6, 2026; prices ranged from $39.90 to $40.41 per share. His reported post-transaction holdings were 449,632 shares, including certain restricted stock units.

The amendment corrects the original report, which overstated the shares sold by 3,600 and reported an incorrect sale price and post-transaction holdings.

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Ibotta, Inc. (IBTA) director Tony Weisman acquired an initial award of 10,339 Restricted Stock Units (RSUs) on September 22, 2026, under the company’s Outside Director Compensation Policy. Each RSU represents a contingent right to receive one share of Class A common stock upon settlement. One-third of the RSUs vest on each anniversary of the grant date, subject to continued Service Provider status through each vesting date.

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Rhea-AI Summary

Ibotta, Inc. is identified as the issuer in a Form 3 naming Tony Weisman as a director and reporting person.

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FAQ

How many Ibotta (IBTA) SEC filings are available on StockTitan?

StockTitan tracks 171 SEC filings for Ibotta (IBTA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Ibotta (IBTA)?

The most recent SEC filing for Ibotta (IBTA) was filed on October 20, 2026.