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.
This page compiles SEC filings for Ibotta, Inc. (NYSE: IBTA), the performance marketing platform for digital CPG promotions. Through these filings, investors can review how the company reports its financial results, executive changes, and other material events related to the Ibotta Performance Network (IPN) and its digital promotions business.
Ibotta’s current reports on Form 8-K document key developments such as quarterly earnings announcements and leadership appointments. For example, the company has used Form 8-K to furnish press releases detailing revenue, redemption revenue, redeemers, redemptions, and non-GAAP measures like adjusted EBITDA and adjusted net income, as well as to disclose the appointment of a Chief Financial Officer and interim principal accounting officer arrangements.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the filing list) provide more extensive information on Ibotta’s business model, including definitions of the Ibotta Performance Network, redemptions, redeemers, and redemption revenue. These filings explain how Ibotta earns fees per redemption, how campaign setup fees are recognized over time, and how management uses non-GAAP metrics to evaluate operational trends and cash-generating capacity.
On Stock Titan, each filing is accompanied by AI-powered summaries that highlight the main points, helping readers quickly understand complex disclosures. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other forms appear promptly, while insider transaction reports on Form 4, when filed, can be used to track equity activity by Ibotta’s officers and directors.
Whether you are looking for detailed financial statements, descriptions of the IPN and digital promotions model, or documentation of executive appointments, this SEC filings page offers structured access to Ibotta’s regulatory history along with AI-generated context.
Ibotta, Inc. reported an equity award to its Chief Legal Officer, David T. Shapiro. On January 8, 2026, he received 177,148 shares of Class A common stock in the form of restricted stock units (RSUs) at a grant price of $0 per share, reflecting a compensatory award rather than a market purchase. Each RSU represents the right to receive one share of Class A common stock upon settlement, subject to vesting.
According to the vesting terms, 1/16 of the RSUs will vest on March 2, 2026, with an additional 1/16 vesting on each "Quarterly Vesting Date," defined as the first trading day on or after March 1, June 1, September 1, and December 1, provided he remains in continuous service. After this grant, Shapiro beneficially owns 241,034 shares of Ibotta Class A common stock directly, some of which are also held as RSUs subject to their own vesting schedules.
Ibotta, Inc. disclosed that CEO, President and director Bryan Leach, who is also a 10% owner, received an award of 407,706 Restricted Stock Units (RSUs) of Class A common stock on January 8, 2026. The RSUs were granted at a price of $0 per unit, reflecting an equity compensation award rather than an open-market purchase.
Following this grant, Leach is reported as beneficially owning 899,942 shares of Class A common stock, including RSUs. Each RSU represents the right to receive one share upon settlement, with 1/16 of the RSUs vesting on March 2, 2026 and another 1/16 vesting on each "Quarterly Vesting Date" thereafter, defined as the first trading day on or after March 1, June 1, September 1 and December 1, subject to his continued service.
Ibotta, Inc. reported that its Chief People Officer, Marisa Daspit, received a grant of 85,297 Restricted Stock Units (RSUs) of Class A common stock on January 8, 2026 at a price of $0 per share. Each RSU represents a right to receive one share of common stock if vesting conditions are met.
According to the vesting schedule, 1/16 of the RSUs will vest on March 2, 2026, with an additional 1/16 vesting on each “Quarterly Vesting Date,” defined as the first trading day on or after March 1, June 1, September 1, and December 1, subject to her continuous service. After this grant, Daspit beneficially owns 133,280 shares and RSUs of Ibotta’s Class A common stock, held directly.
Ibotta, Inc. is registering 2,806,506 shares of Class A common stock under its 2024 Equity Incentive Plan and 561,301 shares under its 2024 Employee Stock Purchase Plan. These additional shares were added through evergreen provisions that automatically increase the shares reserved for each plan at the start of each fiscal year. The shares are the same class as those covered by a prior registration on Form S-8, whose contents and subsequent reports are incorporated by reference. The filing also describes the company’s standard Delaware-based indemnification and liability protections for directors and officers, supported by separate indemnification agreements and insurance coverage.
Ibotta, Inc. reported an insider equity transaction by its Vice President of Accounting. On 12/29/2025, the officer exercised an employee stock option to buy 2,900 shares of Class A Common Stock at an exercise price of $10.4 per share, coded as transaction type “M.” This increased the officer’s directly owned stake to 28,105 shares of Class A Common Stock following the transaction.
After the exercise, 2,100 stock options remain beneficially owned. The filing notes that certain holdings are restricted stock units, each RSU representing a contingent right to receive one share of Class A Common Stock, subject to vesting. It also explains that for the option, 1/48th of the shares vested on February 16, 2023, with 1/48th vesting monthly thereafter, conditioned on continued service.
Ibotta, Inc. director and 10% owner affiliate reports share sale. An entity associated with James H. Clark reported selling 11,363 shares of Ibotta Class A common stock on April 25, 2024 at $88 per share. After this transaction, the filing shows 556,818 shares beneficially owned indirectly, as noted in footnote (1), and 5,762,457 shares beneficially owned directly. The explanations state that some shares are held through Monaco Partners, L.P., whose general partner is Clark Ventures, wholly owned by the JHC Family 2016 Trust controlled by Mr. Clark, and others through Clark Jermoluk Founders Fund I LLC, 95% owned by the same trust. Mr. Clark disclaims beneficial ownership of these shares except to the extent of his pecuniary interest. The remarks also state that several later Forms 4 are deemed amended to give effect to this April 25, 2024 transaction.
Ibotta, Inc. insider trading report shows a small planned sale by an executive. The company’s Chief People Officer filed a Form 4 reporting the sale of 10 shares of Class A Common Stock of Ibotta, Inc. on 12/05/2025 at a price of $23.54 per share. After this transaction, the reporting person beneficially owns 47,983 shares.
The filing notes that the trade was executed under a pre-arranged Rule 10b5-1 trading plan that the executive established on May 29, 2025. The beneficially owned amount includes restricted stock units, each representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.
An individual associated with IBTA has filed a notice of proposed sale under Rule 144 for 10 Class A shares to be sold through Fidelity Brokerage Services LLC on the NYSE. The shares have an aggregate market value of 235.40 and are part of a larger base of 23,445,382 Class A shares outstanding.
The shares being sold were acquired on 12/01/2025 through restricted stock vesting from the issuer as compensation, with payment also dated 12/01/2025. Over the prior three months, the filer sold 2,956 Class A shares on 09/05/2025, generating 79,634.64 in gross proceeds. By signing, the filer represents that they are not aware of any undisclosed material adverse information about the issuer.
Ibotta, Inc. officer reports routine share withholding for taxes. The company’s Chief Business Development Officer filed a Form 4 showing that on 12/01/2025, 1,968 shares of Class A common stock were disposed of at a price of $23.86 per share. The filing explains this was not a market sale, but shares withheld by the company to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs).
After this tax withholding event, the reporting person beneficially owned 123,304 shares of Ibotta Class A common stock, which includes RSUs. Each RSU represents a contingent right to receive one share of Class A common stock, subject to its specific vesting schedule and conditions.
Ibotta, Inc. insider reports routine tax‑withholding share transaction. A company officer, the Vice President of Accounting, reported that on 12/01/2025, 360 shares of Class A common stock were withheld by Ibotta to cover income tax and related withholding obligations when previously granted restricted stock units (RSUs) vested. This is described as not being a sale of shares by the insider, but an automatic share withholding by the company.
After this transaction, the reporting person beneficially owned 25,205 shares of Ibotta Class A common stock, which includes RSUs where each unit represents a contingent right to receive one share, subject to vesting conditions.