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Ibotta, Inc. SEC Filings

IBTA NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Ibotta's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Ibotta's regulatory disclosures and financial reporting.

Rhea-AI Summary

Ibotta, Inc. insider trading report shows a small planned sale by an executive. The company’s Chief People Officer filed a Form 4 reporting the sale of 10 shares of Class A Common Stock of Ibotta, Inc. on 12/05/2025 at a price of $23.54 per share. After this transaction, the reporting person beneficially owns 47,983 shares.

The filing notes that the trade was executed under a pre-arranged Rule 10b5-1 trading plan that the executive established on May 29, 2025. The beneficially owned amount includes restricted stock units, each representing a contingent right to receive one share of Class A Common Stock, subject to vesting conditions.

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Rhea-AI Summary

An individual associated with IBTA has filed a notice of proposed sale under Rule 144 for 10 Class A shares to be sold through Fidelity Brokerage Services LLC on the NYSE. The shares have an aggregate market value of 235.40 and are part of a larger base of 23,445,382 Class A shares outstanding.

The shares being sold were acquired on 12/01/2025 through restricted stock vesting from the issuer as compensation, with payment also dated 12/01/2025. Over the prior three months, the filer sold 2,956 Class A shares on 09/05/2025, generating 79,634.64 in gross proceeds. By signing, the filer represents that they are not aware of any undisclosed material adverse information about the issuer.

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Rhea-AI Summary

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.

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Rhea-AI Summary

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.

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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.

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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.

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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.

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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.

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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.

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Rhea-AI Summary

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.

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FAQ

How many Ibotta (IBTA) SEC filings are available on StockTitan?

StockTitan tracks 115 SEC filings for Ibotta (IBTA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Ibotta (IBTA)?

The most recent SEC filing for Ibotta (IBTA) was filed on December 9, 2025.