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.
This page compiles SEC filings for Ibotta, Inc. (NYSE: IBTA), the performance marketing platform for digital CPG promotions. Through these filings, investors can review how the company reports its financial results, executive changes, and other material events related to the Ibotta Performance Network (IPN) and its digital promotions business.
Ibotta’s current reports on Form 8-K document key developments such as quarterly earnings announcements and leadership appointments. For example, the company has used Form 8-K to furnish press releases detailing revenue, redemption revenue, redeemers, redemptions, and non-GAAP measures like adjusted EBITDA and adjusted net income, as well as to disclose the appointment of a Chief Financial Officer and interim principal accounting officer arrangements.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the filing list) provide more extensive information on Ibotta’s business model, including definitions of the Ibotta Performance Network, redemptions, redeemers, and redemption revenue. These filings explain how Ibotta earns fees per redemption, how campaign setup fees are recognized over time, and how management uses non-GAAP metrics to evaluate operational trends and cash-generating capacity.
On Stock Titan, each filing is accompanied by AI-powered summaries that highlight the main points, helping readers quickly understand complex disclosures. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other forms appear promptly, while insider transaction reports on Form 4, when filed, can be used to track equity activity by Ibotta’s officers and directors.
Whether you are looking for detailed financial statements, descriptions of the IPN and digital promotions model, or documentation of executive appointments, this SEC filings page offers structured access to Ibotta’s regulatory history along with AI-generated context.
Ibotta, Inc. insider reported withholding of shares to cover taxes on vested restricted stock units. Valarie L. Sheppard, listed as a Director and Interim CFO, had 2,412 shares of Class A Common Stock withheld on 08/17/2025 at a price of $24.11 each to satisfy income tax and remittance obligations tied to the vesting and net settlement of previously reported RSUs. After the withholding, Sheppard beneficially owns 32,055 shares of Class A Common Stock. The Form 4 was executed by power of attorney on 08/19/2025.
Ibotta, Inc. Schedule 13G/A filed by D. E. Shaw reporting shared beneficial ownership of 1,449,524 Class A shares, representing 5.7% of the outstanding Class A common stock. The ownership is held across related entities: D. E. Shaw Valence Portfolios, L.L.C. holds 1,043,082 shares (4.1%), and additional shares are held in the names of D. E. Shaw Oculus Portfolios, L.L.C. and an executive committee member, producing the aggregate totals. The filing states the position is not held to influence control of the issuer and includes powers of attorney and a joint filing agreement.
Schedule 13G filed for Ibotta, Inc. shows a group of Southpoint-related reporting persons and John S. Clark II together beneficially own 276,701 shares of Ibotta Class A common stock, representing 1.1% of the class based on 25,310,349 outstanding shares reported by the company. The reporting parties state they hold shared voting power and shared dispositive power over the 276,701 shares and report no sole voting or dispositive power.
The filing specifies that the securities were not acquired to change or influence control of the issuer and contains the required certifications and signatures by the reporting persons and their authorized representative.
Ibotta, Inc. (IBTA) reported second-quarter 2025 revenue of $86.0 million, essentially flat with prior-year quarter, and returned to net income of $2.49 million after prior-year losses. Gross profit declined to $68.1 million and gross margin narrowed to 79% from 86%, while operating expenses fell materially, led by sales and marketing of $28.8 million versus $50.0 million a year earlier.
Balance sheet and cash flow highlights include $250.5 million of cash and cash equivalents, $70.9 million user redemption liability, $247.7 million in Level 1 cash equivalents, and $99.0 million of available capacity under the $100 million credit facility. The company repurchased $141.6 million of stock year-to-date and has $128.6 million remaining authorization. The company disclosed consolidated securities class actions; management cannot estimate a loss range at this time.
Ibotta, Inc. filed a current report to share that it has released its financial results for the quarter ended June 30, 2025. The company announced these results in a press release dated August 13, 2025, which is included as Exhibit 99.1 to the report. The information about these quarterly results is furnished rather than filed, meaning it is provided for disclosure purposes under securities rules but is not incorporated into other registration statements or reports unless specifically referenced.
Ibotta announced the appointment of Matt Puckett as Chief Financial Officer, effective August 25, 2025. Mr. Puckett joins from VF Corporation where he served 23 years, including as enterprise CFO from June 2021 to July 2024, and held international finance responsibility in Switzerland for four years. His role will lead finance, corporate finance, financial planning, M&A and investor relations.
Under an offer letter, Mr. Puckett will receive a $550,000 annual base salary and a $450,000 target annual bonus that will be prorated and guaranteed for 2025. The company will recommend an RSU award valued at $9,000,000, with 25% vesting on the first quarterly vesting date after one year of service and no vesting prior to that date. Interim CFO Valarie Sheppard will step down from the interim CFO role on the Start Date and resume board and committee duties.
Ibotta (NYSE: IBTA) filed a Form 4 disclosing two routine open-market sales totaling 10,000 Class A shares by 10% owner James H. Clark via Clark Jermoluk Founders Fund I LLC on 24-25 June 2025 at weighted-average prices of $38.34 and $38.43.
Post-sale, the reporting persons still own about 5.86 million shares, maintaining their >10% stake. No derivative activity or other material changes were reported.
Form 4 overview: On 24 Jun 2025, Clark Jermoluk Founders Fund I LLC and James H. Clark—both classified as 10% owners of Ibotta, Inc. (IBTA)—filed a Form 4 reporting modest open-market sales of Class A common stock.
Key transaction details
- 20 Jun 2025: 4,100 shares sold at a weighted-average price of $38.3526
- 20 Jun 2025: 900 shares sold at $39.1089
- 23 Jun 2025: 4,843 shares sold at $37.6702
- 23 Jun 2025: 157 shares sold at $38.2006
The four trades total 10,000 shares and generated approximately $382 thousand in proceeds (weighted-average price ≈ $38.24). After the sales, the reporting persons continue to hold 445,241 shares indirectly through Monaco Partners, L.P. and a separate direct position of 5,419,810 shares via Clark Jermoluk Founders Fund I LLC, leaving their overall economic interest largely intact (shares sold ≈ 0.18 % of total reported holdings).
Ownership structure notes: The indirect shares are held by Monaco Partners, whose general partner is Clark Ventures, wholly owned by the JHC Family 2016 Trust. The bulk holding (5.42 million shares) is owned by Clark Jermoluk Founders Fund I LLC, which is 95 % owned by the same trust. Mr. Clark expressly disclaims beneficial ownership beyond his pecuniary interest.
Investor take-away: While insider selling often draws attention, the magnitude here is minimal relative to the reporters’ stake and occurred over two trading days at market prices between $37.06 and $39.40. No derivative transactions or new option grants were disclosed, and the filing contains no commentary on company fundamentals.