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. executive Jared Chomko, Vice President of Accounting, reported a grant of 6,000 shares of Class A Common Stock in the form of restricted stock units. The units were acquired at a price of $0 per share, increasing his beneficial ownership to 34,105 Class A shares.
Each RSU represents a right to receive one share of common stock upon settlement. Vesting is scheduled so that 1/16 of the RSUs vest on March 2, 2026, with an additional 1/16 vesting on each Quarterly Vesting Date thereafter, subject to his continued service. Quarterly Vesting Dates are defined as the first trading day on or after March 1, June 1, September 1, and December 1.
Ibotta, Inc. reported that its Chief Technology Officer, Luke Roy Swanson, received an award of 265,722 Class A common shares on January 8, 2026, at a price of $0 per share, in the form of restricted stock units. Each RSU converts into one share as it vests over time.
One‑sixteenth of this RSU grant is scheduled to vest on March 2, 2026, with additional sixteenths vesting on the first trading day on or after March 1, June 1, September 1, and December 1 each year, while he remains in service. After this grant, Swanson beneficially owns 521,108 Class A shares directly, some of which are RSUs, and also has indirect holdings through a family trust, his spouse, and an LLC associated with a family trust.
Ibotta, Inc. reported that its Chief Revenue Officer, Christopher J. Riedy, received a grant of 276,041 shares of Class A common stock in the form of restricted stock units (RSUs) on January 8, 2026. The transaction is recorded at a price of $0 per share, reflecting that this is an equity award rather than an open-market purchase.
Each RSU represents the right to receive one share of Ibotta’s Class A common stock upon settlement. The award vests over time: 1/16th vests on March 2, 2026, with an additional 1/16th vesting on each first trading day on or after March 1, June 1, September 1, and December 1397,507 shares of Ibotta’s Class A common stock.
Ibotta, Inc.’s Chief Business Development Officer, El Tabib Amir, reported a new equity award in the form of restricted stock units (RSUs). On January 8, 2026, he was granted 88,663 shares of Class A common stock at a price of $0 per share, bringing his directly held beneficial ownership to 211,967 shares.
The award vests over time. One‑sixteenth of the RSUs will vest on March 2, 2026, with an additional one‑sixteenth vesting on the first trading day on or after each of March 1, June 1, September 1, and December 1 in subsequent periods, as long as he continues to provide service to the company. Some of the shares reported are unvested RSUs that each represent a right to receive one share of Class A common stock once vesting conditions are met.
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.