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. 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.
Ibotta, Inc. (IBTA) CEO and President Bryan Leach, who is also a director and 10% owner, reported an automatic share withholding related to equity compensation. On 12/01/2025, 7,489 shares of Class A Common Stock were withheld at a price of $23.86 per share 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, Leach beneficially owned 492,236 shares of Class A Common Stock. Some of the reported holdings are RSUs, with each RSU representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.
Ibotta, Inc. insider reports tax‑related share withholding tied to RSU vesting. The company’s Chief People Officer reported that on 12/01/2025, 4,139 shares of Class A Common Stock were withheld by Ibotta at a price of $23.86 per share. This event was to cover income tax, withholding, and remittance obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs), and is not described as a market sale of shares by the officer. Following this withholding, the officer beneficially owns 47,993 shares of Class A Common Stock, which includes RSUs that each represent a contingent right to receive one share of Class A Common Stock, subject to their vesting schedules and conditions.
Ibotta, Inc. reported an insider equity transaction by its Chief Revenue Officer on 12/01/2025. The Form 4 shows that 3,871 shares of Class A common stock were withheld by the company at a price of $23.86 per share to cover income tax withholding obligations arising from the vesting and net settlement of previously reported restricted stock units (RSUs). This was not an open-market sale by the officer. After this tax withholding event, the officer beneficially owned 121,466 shares of Class A common stock, held directly. Some of these holdings consist of RSUs, each representing a right to receive one share of Class A common stock, subject to applicable vesting conditions.
Ibotta, Inc.'s Chief Technology Officer reports a routine share withholding for taxes. On 12/01/2025, the CTO had 4,426 shares of Class A common stock withheld by Ibotta at a price of $23.86 per share. The filing clarifies this was not a sale but shares retained by the company to cover income tax and withholding obligations tied to the vesting of previously granted restricted stock units.
After this tax-related transaction, the CTO directly holds 255,386 shares of Class A common stock. Additional indirect holdings include 45,045 shares held through Flat Tops Ventures, LLC, 285,342 shares held by the CTO's spouse, and 206,000 shares held by Flat Tops 2024 Trust. Some of these positions include restricted stock units, where each unit represents the right to receive one share of Ibotta Class A common stock, subject to vesting conditions.
Ibotta, Inc.'s Chief Legal Officer reported an automatic tax withholding event related to equity compensation. On 12/01/2025, 1,976 shares of Class A common stock were withheld by the company to cover income tax and withholding obligations triggered by the vesting and net settlement of previously reported restricted stock units (RSUs), at a price of $23.86 per share. After this transaction, the officer beneficially owns 63,886 shares of Class A common stock. Certain of these holdings are RSUs, each representing a right to receive one share of Class A common stock subject to vesting conditions.
Ibotta, Inc. filed a Form 4 reporting a small insider share purchase under its employee stock plan. A company officer who serves as Vice President, Accounting acquired 38 shares of Ibotta’s Class A Common Stock on November 17, 2025 at a price of $22.58 per share. The shares were bought through the Ibotta, Inc. 2024 Employee Stock Purchase Plan for the purchase period from May 15, 2025 through November 17, 2025, in a transaction the company notes is exempt under Rule 16b-3(c). After this transaction, the officer beneficially owns 25,565 Class A shares, which include restricted stock units that each represent a contingent right to receive one share, subject to vesting conditions.
Ibotta, Inc. (IBTA) reported an equity transaction by its Chief Legal Officer on a Form 4. On November 17, 2025, the officer acquired 415 shares of Ibotta’s Class A Common Stock at a price of $22.58 per share through the company’s 2024 Employee Stock Purchase Plan (ESPP) for the purchase period from May 15, 2025 through November 17, 2025. After this transaction, the officer beneficially owned 65,862 shares, which include restricted stock units that each represent a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.
Amova Asset Management Americas, Inc. filed a Schedule 13G reporting beneficial ownership of 1,279,655 shares (5.1%) of Ibotta, Inc. Class A common stock as of 09/30/2025.
The filer reports 0 shares with sole voting power, 0 with shared voting power, 0 with sole dispositive power, and 1,279,655 with shared dispositive power. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.