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 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.
Ibotta Class A shareholders filed to sell up to 16,491 shares of Class A Common Stock through J.P. Morgan Securities LLC on the NYSE, with an aggregate market value of $596,809 and 20,148,602 Class A shares outstanding.
The filing also lists recent sales over the prior three months by Thomas D. Lehrman, Four Ways, LLC, and LFP 2, LLC, including multiple transactions in May 2026 involving several thousand shares each.
Ibotta, Inc. insider affiliates filed a Form 144 indicating an intent to sell 25,571 shares of Class A Common Stock through J.P. Morgan Securities LLC on the NYSE, with an indicated aggregate market value of $925,415 and a proposed sale date of August 11, 2026.
The filing also lists prior sales of Class A Common Stock during May 2026 by Thomas D. Lehrman, Four Ways, LLC, and LFP 2, LLC, each c/o Ibotta, Inc., providing dates, share amounts, and dollar values for those transactions.
Ibotta, Inc. CHIEF TECHNOLOGY OFFICER Luke Roy Swanson reported selling a total of 800 shares of Class A Common Stock on August 7, 2026 at weighted-average prices around $39.90–$39.91 per share, pursuant to a Rule 10b5-1 trading plan established on March 6, 2026. Of these, 200 shares were sold from his direct holdings, leaving 483,764 shares directly held, which include restricted stock units. The remaining 600 shares were sold from indirect holdings through a spouse and a family trust. Additional indirect holdings are reported through an LLC and irrevocable trust structure.
IBTA insider Luke Swanson filed a notice to sell 200 Class A shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $7,981.00, planned on August 7, 2026. The shares are described as founders shares originally acquired on September 19, 2014 as compensation.
The filing also lists prior Class A share sales over the past three months by Luke and Brynn F. Swanson on June 4, July 1, and August 3, 2026, each involving 5,940 shares per person, with reported total sale values for each transaction.
IBTA insiders filed a notice to sell Class A shares. The filing lists a planned sale of 600 Class A shares through Fidelity Brokerage Services LLC, with an aggregate value of $23,941.00, to be sold on the NYSE on 08/07/2026. It also discloses that Luke Swanson and Brynn F. Swanson, identified as holders of founders shares received as compensation, each sold 5,940 Class A shares on three separate dates over the past three months, with transaction values ranging from about $145,000 to about $208,000 per sale.
Ibotta, Inc. director, CEO and 10% owner Bryan Leach exercised options and converted Class B into a total of 95,030 shares of Class A Common Stock on August 3–4, 2026, then reported selling 95,030 Class A shares at various weighted-average prices under a Rule 10b5-1 trading plan established on March 5, 2026.
He continues to hold Class B shares convertible 1‑for‑1 into Class A, including 2,208,424 underlying Class A shares held directly and 289,500 underlying Class A shares through each of two spouse‑managed trusts.