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. 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.
Ibotta, Inc. CEO Bryan Leach reported option exercises paired with open-market sales of Class A Common Stock. On June 22 and 23, 2026, he exercised employee stock options for a total of 15,142 shares at $3.99 per share and sold the same number of shares in open-market transactions at weighted average prices of $30.5619 and $30.3146.
The filing notes that these transactions were effected under a Rule 10b5-1 trading plan established by Leach, and all option shares involved were fully vested and exercisable. Following the transactions, he continues to hold 866,484 shares of Class A Common Stock directly, and 181,704 option shares remain outstanding under the referenced employee stock option.
Ibotta, Inc. CEO and President Bryan Leach made a bona fide gift of 50,000 shares of Class A common stock to a charitable donor advised fund. This was a no‑price, non-market transfer. After the gift, he directly holds 866,484 shares of Class A common stock.
Ibotta, Inc. CEO and President Bryan Leach reported a combination of option exercises and share sales in Class A Common Stock. He exercised employee stock options to acquire 15,154 shares at $3.99 per share and sold 15,154 shares in open-market transactions at prices around $32 per share.
The sales were made under a previously established Rule 10b5-1 trading plan, indicating they were pre-planned. Following these transactions, Leach directly holds 916,484 shares of Class A Common Stock and has 196,846 stock options remaining, all fully vested and exercisable.
IBTA reports proposed sales of Class A Common Stock under a Form 144 notice, including 178,717 shares described as "acquired upon option exercise" on 06/08/2026. The filing also lists two prior gifts of 17,500 shares each dated 03/20/2024.
The filing states the securities to be sold were acquired by option exercise and by gift; it notes no securities sold during the past three months in the excerpt. Timing and broker/distribution methods are shown for the proposed sale entries in the excerpt.
Ibotta, Inc. CEO and President Bryan Leach reported a share-class conversion. On June 4, 2026, he converted 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock at no cost, reflecting a 1-for-1 exchange.
Following the transaction, Leach directly holds 916,484 shares of Class A Common Stock and 2,208,424 shares of Class B Common Stock. Additional Class B positions are held indirectly through spouse‑managed trusts, including blocks with 120,000 and 289,500 underlying Class A shares each. The filing also notes that certain securities are restricted stock units that vest into Class A shares over time.
Ibotta, Inc. chief technology officer Luke Roy Swanson reported open-market sales of a total of 11,880 shares of Class A Common Stock on June 4, 2026. The shares were sold in multiple transactions at weighted average prices around $32.86 and $33.71 per share.
According to a footnote, these transactions were executed under a Rule 10b5-1 trading plan established on March 6, 2026, indicating they were pre-arranged. After the sales, Swanson directly holds 495,844 shares, with additional indirect holdings, including 206,000 and 45,045 shares reported through related entities and family accounts.