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. reported Q3 2025 results with revenue of $83,260 thousand and net income of $1,533 thousand. Gross profit was $66,118 thousand, reflecting a gross margin of 79%. Diluted earnings per share were $0.05 on 29,376,837 weighted average diluted shares. For the nine months, revenue was $253,863 thousand and net income was $4,578 thousand.
Cash and cash equivalents were $223,296 thousand, and total assets were $569,434 thousand. The company continued its Share Repurchase Program, buying 1,448,325 shares in the quarter for $39,130 thousand; year‑to‑date repurchases totaled 4,737,252 shares for $180,700 thousand, with $89,900 thousand remaining authorized. Ibotta had no borrowings under its $100,000 thousand 2024 Credit Facility, with $99,000 thousand available after a $1,000 thousand letter of credit. As of October 31, 2025, shares outstanding were 23,445,382 Class A and 3,137,424 Class B.
Ibotta, Inc. furnished an 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
Information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference except as expressly set forth by specific reference.
Ibotta, Inc. received a Schedule 13G filing disclosing that affiliates of Sumitomo Mitsui Trust and Amova Asset Management hold beneficial stakes in its Class A common stock.
Sumitomo Mitsui Trust Group, Inc. reported 1,279,895 shares, representing 5.1% of the class, with shared voting and dispositive power over those shares and no sole voting or dispositive power. Amova Asset Management Co., Ltd. reported 1,279,655 shares, also 5.1%, with shared voting and dispositive power and no sole power. The date of event triggering the filing is 09/30/2025.
The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The holdings are attributed through subsidiaries, including Amova Asset Management Americas, Inc. and, for Sumitomo Mitsui Trust, Sumitomo Mitsui Trust Asset Management Co., Ltd.
Ibotta, Inc. appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer effective October 13, 2025. He will serve in this role while Jared Chomko, the current Principal Accounting Officer, is on medical leave and until he resumes his position. Mr. Chomko remains an employee.
The company stated there are no changes to Mr. Puckett’s compensation related to this appointment. It also disclosed no family relationships with directors or executive officers, no appointment arrangements with any person, and no transactions reportable under Item 404(a) of Regulation S‑K.
Insider exercise and ownership update: The Chief Technology Officer of Ibotta, Inc. exercised an employee option on 10/06/2025 to acquire 14,167 shares of Class A common stock at an exercise price of $5.35 per share. Following the transaction the reporting person directly beneficially owns 259,812 Class A shares and also reports indirect holdings of 206,000, 285,342, and 45,045 Class A shares through trusts and a spouse.
The filing notes that some holdings are restricted stock units that vest per their schedules and that all shares subject to the exercised option were fully vested and exercisable as of the transaction date. The form was signed by power of attorney on 10/08/2025.
Ibotta, Inc. (IBTA) reported a non-derivative grant to its Chief Financial Officer consisting of 336,826 restricted stock units (RSUs) dated 09/29/2025. Each RSU represents a contingent right to receive one share of the companys Class A common stock upon settlement. The RSUs vest with 1/4th scheduled on September 1, 2026, and then 1/16th on each Quarterly Vesting Date thereafter (the first trading day on or after March 1, June 1, September 1 and December 1), subject to continued service. The filing records 336,826 RSUs beneficially owned following the grant and includes explanatory notes clarifying the nature of the award as service-based equity compensation.
Jared Chomko, Vice President, Accounting at Ibotta, Inc. (IBTA), reported a non‑derivative grant of 15,000 Restricted Stock Units (RSUs) dated 09/29/2025 that settle into Class A common stock at no cash price. Following this grant, he beneficially owns 25,527 shares (including RSUs subject to vesting). The RSUs vest in equal installments of 1/16th on each Quarterly Vesting Date (first trading day on or after March 1, June 1, September 1, December 1), subject to continued service. The filing discloses the grant terms and the company’s standard quarterly vesting cadence.
Valarie L. Sheppard, a director of Ibotta, Inc. (IBTA), reported a withholding of 2,412 shares on 09/17/2025 related to vested restricted stock units. The shares were withheld at a price of $26.92 per share to satisfy income tax and withholding obligations associated with net settlement of previously granted RSUs. After the withholding, the reporting person is shown as beneficially owning 29,643 shares. The filing clarifies that some holdings are RSUs, each representing a contingent right to one Class A common share subject to vesting conditions.
Valarie L. Sheppard, a director of Ibotta, Inc. (IBTA), reported a withholding of 2,412 shares on 09/17/2025 related to vested restricted stock units. The shares were withheld at a price of $26.92 per share to satisfy income tax and withholding obligations associated with net settlement of previously granted RSUs. After the withholding, the reporting person is shown as beneficially owning 29,643 shares. The filing clarifies that some holdings are RSUs, each representing a contingent right to one Class A common share subject to vesting conditions.
Clark Jermoluk Founders Fund I LLC and James H. Clark reported beneficial ownership of 3,841,308 shares of Ibotta, Inc. Class A common stock, representing 15.2% of the Class A shares outstanding. The shares are held directly by Fund I, which is 95% owned by the JHC Family 2016 Trust, an entity controlled by Mr. Clark. The filing shows no sole voting or dispositive power and instead reports shared voting and dispositive power over the disclosed shares. The Reporting Persons disclaim status as a group and provided a joint filing agreement as an exhibit.
Marisa Daspit, Chief People Officer of Ibotta, Inc. (IBTA), reported an insider sale. On 09/05/2025 she sold 2,956 shares of Class A common stock at $26.94 per share under a Rule 10b5-1 trading plan established May 29, 2025. After the sale she beneficially owned 52,132 shares, some of which are restricted stock units (RSUs) that convert to Class A shares subject to vesting conditions. The Form 4 was signed by power of attorney on 09/09/2025.