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.
IBTA insiders Luke Swanson and Brynn F. Swanson filed a notice of proposed sales of Class A shares through Fidelity Brokerage Services LLC on the NYSE, with a proposed sale date of August 3, 2026. The Class A shares were originally acquired as Founders Shares from the issuer on December 24, 2012 as compensation. The filing also lists recent Class A share sales by both individuals on June 4, 2026 and July 1, 2026, providing transaction amounts for each date.
IBTA insiders Luke and Brynn F. Swanson have filed to sell Class A shares on the NYSE through Fidelity Brokerage Services LLC. The notice covers 5,940 Class A shares with an aggregate market value of $145,267.00, at a time when 20,197,545 Class A shares were outstanding. The shares are identified as Founders Shares, originally acquired on 03/11/2015 as compensation from the issuer.
The filing also lists recent sales during the past three months: Luke Swanson sold 5,940 Class A shares on 06/04/2026 for $195,886.75 and again on 07/01/2026 for $208,718.80. Brynn F. Swanson sold 5,940 Class A shares on 06/04/2026 for $195,886.30 and 5,940 shares on 07/01/2026 for $208,719.15.
Ibotta reported second quarter 2026 revenue of $88.9 million, up 3% year-over-year, with redemption revenue rising 10% to $80.2 million. The Ibotta Performance Network had 20.9 million redeemers, a 21% increase, and third-party publisher redemptions grew 27% to 74.4 million.
The company generated a small GAAP net loss of $1.2 million, or $(0.05) per diluted share, versus income a year earlier, but delivered non-GAAP net income of $11.7 million, a 13.2% margin, and adjusted EBITDA of $16.5 million, an 18.6% margin. Free cash flow was $8.1 million for the quarter, and cash from operations was $13.3 million.
Third-party publisher revenue increased 27% to $61.5 million, while direct-to-consumer revenue declined 27% to $27.4 million as ad and other revenue fell 32%. Ibotta repurchased 0.7 million shares for $23.0 million. New and expanding partnerships included Uber during the quarter and, after quarter-end, Giant Eagle and an exclusive CPG digital promotions partnership with 7-Eleven, 7NOW, and Speedway. For third quarter 2026, the company guides to revenue of $86–$90 million and adjusted EBITDA of $12–$14 million.
Ibotta, Inc. CEO, President and 10% owner Bryan Leach exercised employee stock options for 15,142 shares of Class A Common Stock at an exercise price of $3.99 per share on July 20–21, 2026, then sold the same number of shares at weighted-average prices around $31–$32 per share. All trades were executed under a Rule 10b5-1 trading plan established on March 5, 2026, with reported prices reflecting weighted averages across individual sales ranging from $30.93 to $32.60 per share.
Ibotta, Inc. disclosed that Clark Jermoluk Founders Fund I LLC, a 10% owner, completed an open-market sale of 500,000 shares of Class A Common Stock at $30.15 per share on July 6, 2026. After this transaction, the fund holds 3,341,308 shares of Ibotta Class A Common Stock.
The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Trust. James H. Clark disclaims beneficial ownership of the fund’s shares except to the extent of his pecuniary interest.
Ibotta, Inc. director, CEO and President Bryan Leach reported a pre-planned mix of option exercises and stock sales in Class A Common Stock on July 6, 2026, executed under a Rule 10b5-1 trading plan established on March 5, 2026.
He exercised 9,326 Employee Stock Options at an exercise price of $3.99 per share and sold a net 9,402 shares of Class A Common Stock in multiple open-market transactions at weighted average prices disclosed in the filing. After these trades, he directly holds 866,484 Class A shares.
Entities associated with his spouse, acting as trustee for the Elysian and Orion 2024 GST Trusts, converted small blocks of 38 Class B shares each into the same number of Class A shares and sold corresponding amounts. Separate Class B Common Stock positions remain outstanding and are convertible into Class A on a 1-for-1 basis at no cost.
Ibotta, Inc. director, CEO and President, and 10% owner Bryan Leach reported option exercises, share conversions and open‑market sales of the company’s Class A Common Stock. On July 1–2, 2026, he exercised and converted a total of 28,231 shares and sold the same number of Class A shares in the open market under a pre‑arranged Rule 10b5‑1 trading plan.
The sale prices were reported as weighted averages around $35 per share, with detailed price ranges provided in the notes. Following these trades, he continues to hold a large position through Class B Common Stock convertible into Class A, including 2,208,424 underlying Class A shares directly and 289,500 underlying Class A shares indirectly, plus 165,870 employee stock options and additional equity such as restricted stock units.
Ibotta, Inc. chief technology officer Luke Roy Swanson reported open-market sales of 11,880 shares of Class A Common Stock on July 1, 2026. The shares were sold in multiple transactions at weighted average prices of $35.441 and $34.7739 per share.
The filing states these trades were executed under a Rule 10b5-1 trading plan established on March 6, 2026, indicating they were pre-arranged. Following the transactions, Swanson holds 489,904 shares directly and additional indirect holdings through his spouse and related family entities and trusts.
IBTA Class A — proposed resale by insiders via Form 144. The filing lists Class A founder shares originally dated 03/11/2015 and shows proposed sales of 5,940 shares by each of Brynn F. Swanson and Luke Swanson on 06/04/2026. Reported sale proceeds for those rows are $195,886.30 and $195,886.75 respectively. The securities are identified with an NYSE listing in the excerpt.
Brynn F. Swanson and Luke Swanson reported proposed sales of 5,940 shares of Class A common stock each of IBTA. The filings list the transaction date as 06/04/2026 and include dollar amounts of $195,886.30 and $195,886.75 respectively.