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. vice president of accounting Jared Chomko reported an automatic share withholding tied to restricted stock units. On this Form 4, 556 shares of Class A common stock at $24.97 per share were withheld by the company to cover income tax obligations when previously granted RSUs vested. The filing explicitly states this is not a sale of shares by Chomko, but a tax-withholding disposition. After this transaction, he held 33,549 shares of Class A common stock directly.
Ibotta, Inc. CEO and President Bryan Leach reported a Form 4 transaction involving 14,820 shares of Class A Common Stock at $24.97 per share. The shares were withheld by the company to cover income tax and withholding obligations tied to vesting restricted stock units, not sold in the open market. After this tax-withholding disposition, Leach directly holds 885,122 shares of Class A Common Stock.
Ibotta, Inc. disclosed that Chief People Officer Marisa Daspit had 2,727 shares of Class A Common Stock withheld on March 1, 2026 at $24.97 per share. According to the disclosure, this was a tax-withholding disposition tied to the vesting and net settlement of previously reported restricted stock units (RSUs), and is explicitly described as not being a sale of shares by the reporting person. After this withholding, Daspit directly owned 130,553 shares, including RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting conditions.
Ibotta, Inc. Chief Legal Officer David T. Shapiro reported a Form 4 transaction involving Class A Common Stock tied to restricted stock units (RSUs). A total of 6,820 shares were disposed of at a price of $24.97 per share through tax withholding by the company in connection with the vesting and net settlement of previously reported RSUs, rather than an open-market sale. Following this tax-withholding disposition, Shapiro directly holds 234,214 shares of Ibotta Class A Common Stock, some of which represent RSUs that each convert into one share upon satisfying vesting conditions.
Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a Form 4 showing a tax-related share withholding, not an open-market sale. On the reported date, 9,134 shares of Class A Common Stock were withheld by the company to cover income tax obligations tied to vesting restricted stock units, leaving him with 388,373 shares held directly.
Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported a Form 4 showing a tax-related share withholding rather than an open-market sale. On March 1, 2026, 7,684 shares of Class A Common Stock were withheld by the company at $24.97 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units. After this transaction, Swanson directly owned 513,424 shares of Class A Common Stock, with additional indirect holdings reported through an LLC, family trusts, and his spouse.
Ibotta, Inc. reports 2025 revenue of $342.4 million, down from the prior year, while positioning its Ibotta Performance Network as a scale digital promotions platform for consumer packaged goods brands and retailers.
The company works with over 900 clients representing more than 3,100 brands and reached about 18.2 million redeemers in 2025. Its direct-to-consumer app and web properties have attracted over 54 million registered users, who have earned $2.7 billion in cash back to date. Ibotta highlights strategic partnerships with major publishers like Walmart, Dollar General, Family Dollar, Instacart, and DoorDash, new measurement tools such as LiveLift™, and extensive risk factors including competition, macroeconomic pressures, data security, and reliance on key partners.
Ibotta, Inc. reported fourth quarter and full year 2025 results showing lower revenue and profitability but solid cash generation. Full year revenue was $342.4 million, down 7% year-over-year, while net income was $3.6 million, a 1% net margin. Adjusted EBITDA was $62.9 million with an 18% margin, down from 2024 as the company invested in product and sales reorganization.
The Ibotta Performance Network continued to expand, with average 2025 redeemers rising 24% to 18.2 million and third-party publisher redemptions up 12%. Cash from operating activities reached $95.3 million and free cash flow was $61.0 million. Ibotta also repurchased 6.9 million shares for $233.8 million. For first quarter 2026, the company guides revenue of $78–$82 million and Adjusted EBITDA of $6–$8 million, implying a 9% margin at the midpoint.
D. E. Shaw & Co., L.P., D. E. Shaw & Co., L.L.C., and David E. Shaw report beneficial ownership of 1,690,546 shares of Ibotta, Inc. Class A common stock, representing 7.2% of the class as of December 31, 2025.
The position is held through D. E. Shaw Valence, Cogence, and Oculus Portfolios, plus 58,842 shares owned by an Executive Committee member. The reporting persons have shared voting power over 1,631,704 shares and shared dispositive power over 1,690,546 shares. David E. Shaw disclaims beneficial ownership and the group certifies the holdings are not for changing or influencing control of Ibotta.
Amova Asset Management Americas, Inc. filed Amendment No. 1 to report its beneficial ownership of Ibotta, Inc. Class A common stock. Amova reports holding 341,265 shares, representing 1.5% of the Class A common stock as of the event date of 12/31/2025.
The firm reports no sole or shared voting power over these shares, but shared dispositive power over all 341,265 shares. Amova certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Ibotta.