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. (IBTA) reported that Chief Revenue Officer Christopher J. Riedy had 12,988 shares of Class A Common Stock withheld on September 1, 2026 to pay income tax and withholding obligations related to vesting of previously reported restricted stock units (RSUs). This was not an open-market sale, and he now directly holds 363,387 shares of Class A Common Stock, including RSUs that will settle as they vest.
Ibotta, Inc. (IBTA) reported that its CEO, President, and ten percent owner Bryan Leach had shares withheld in connection with equity compensation. On September 1, 2026, 18,637 shares of Class A Common Stock were withheld by Ibotta, Inc. at $37.21 per share to satisfy income tax withholding and remittance obligations arising from the vesting and net settlement of previously reported restricted stock units. After this tax-withholding disposition, Leach directly holds 847,847 shares of Class A Common Stock, which include restricted stock units that convert into one share each upon vesting, and no Rule 10b5-1 trading plan is reported for this transaction.
Ibotta, Inc. (IBTA) received a notice under Rule 144 that officer Marisa B. Alexander-Daspit, through Fidelity Brokerage Services LLC, plans to sell 2,956 Class A shares of Ibotta common stock. These shares relate to restricted stock vesting on September 1, 2026 and are described as compensation.
The notice also reports a prior sale during the last three months, where Marisa B. Alexander-Daspit sold 1,712 Class A shares on September 1, 2026. Fidelity Brokerage Services LLC signed the notice as attorney-in-fact for Marisa B. Alexander-Daspit.
Ibotta, Inc. (IBTA) is the issuer for a Rule 144 notice filed for planned sales of its Class A common stock by Luke Swanson. The filing covers 5,940 Class A shares to be sold through Fidelity Brokerage Services LLC, with an indicated market value of $219,632.38 as of September 1, 2026.
The shares relate to founder stock acquired on March 11, 2015 as compensation. The notice also lists recent sales over the prior three months by Luke Swanson, his spouse Brynn F. Swanson, and the Flat Tops 2024 Trust, reflecting multiple transactions in Ibotta Class A shares.
Ibotta, Inc. (IBTA) received a Rule 144 notice indicating that officer Luke Swanson intends to sell 5,940 Class A shares of Ibotta, Inc. common stock through Fidelity Brokerage Services LLC on or after September 1, 2026 on the NYSE.
The shares to be sold were acquired on December 24, 2012 as Founders Shares received as compensation. The notice also lists sales in the prior three months by Luke Swanson, his spouse Brynn F. Swanson, and the Flat Tops 2024 Trust, which are aggregated for Rule 144 purposes.
Ibotta, Inc. (IBTA) had a notice filed for a proposed sale of Class A common stock under Rule 144 on behalf of officer Marisa B. Alexander-Daspit. The notice covers up to 1,712 Class A shares, originally acquired from the issuer through restricted stock vesting on March 1, 2025, to be sold through Fidelity Brokerage Services LLC.
Ibotta, Inc. (IBTA) reported an insider equity-related event involving officer Jared Chomko, Senior Vice President – Accounting. On 2026-08-25, 406 shares of Class A Common Stock were withheld by Ibotta to satisfy income tax and withholding obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs). This is explicitly described as not a market sale of shares by the reporting person. After this tax-withholding transaction, Chomko directly held 34,562 shares of Ibotta Class A Common Stock, including RSUs that each represent a contingent right to receive one share, subject to applicable vesting schedules and conditions.
Ibotta, Inc. (IBTA) reported insider activity by CEO, President and ten percent owner Bryan Leach involving option exercises, share sales and share-class conversions. Leach exercised employee stock options for 35,616 shares of Class A Common Stock at $3.99 per share and sold 35,616 Class A shares in multiple transactions at weighted average prices in the mid‑$30s, all under a Rule 10b5-1 trading plan established on March 5, 2026. In addition, Class B Common Stock held directly and through spouse‑managed trusts was converted into an equal number of Class A shares, and Leach continues to hold Class B shares convertible into Class A shares on a 1‑for‑1 basis.
Ibotta, Inc. director Thomas D. Lehrman reported sales of 30,273 shares of Class A Common Stock on 2026-08-13, through a series of open-market or private transactions. Some sales were made from his direct holdings, while others were by Four Ways, LLC and LFP 2, LLC, entities where he has voting and investment control.
Ibotta, Inc. director Thomas D. Lehrman reported six open-market sales of Class A Common Stock on August 11–12, 2026, totaling 42,407 shares. Sales included direct dispositions and indirect sales through Four Ways, LLC and LFP 2, LLC, entities in which he is a member with voting and investment control. Reported weighted average prices ranged from about $35.73 to $36.22 per share, with detailed price ranges disclosed in the footnotes.