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. director and CEO Bryan Leach reported a routine tax-related share disposition. On this Form 4, 18,638 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax obligations tied to vesting restricted stock units.
The footnotes state this is not a sale of shares by Leach but a withholding by the issuer in connection with the net settlement of previously reported RSUs. After this transaction, Leach holds 866,484 shares of Class A Common Stock directly.
Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported routine updates to his shareholdings in a Form 4. The only transaction was a code F event where 11,640 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax obligations tied to vesting and net settlement of previously reported restricted stock units, which the footnote states is not a sale by him. After this tax-withholding disposition, he directly holds 501,784 shares of Class A Common Stock. The filing also reports indirect holdings of 206,000 shares held by Flat Tops Ventures, LLC, 285,342 shares held by his spouse, and 45,045 shares held by Flat Tops 2024 Trust, reflecting family and trust-related ownership structures rather than new market trades.
Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a tax-related share disposition involving the company’s Class A Common Stock. On June 1, 2026, 11,998 shares were withheld at $34.25 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs). This event is explicitly described as not a sale of shares by the executive. After the withholding, Riedy directly holds 376,375 shares of Class A Common Stock.
Ibotta, Inc. chief legal officer David T. Shapiro reported a routine share withholding tied to equity compensation. On the vesting and net settlement of previously reported restricted stock units, the company withheld 6,821 shares of Class A common stock at $34.25 per share to cover income tax obligations. After this tax-withholding disposition, Shapiro directly holds 228,425 shares of Class A common stock. The filing clarifies this was not an open-market sale, but an administrative step related to RSU vesting.
Ibotta, Inc. executive Marisa Daspit reported a tax-related share disposition tied to equity compensation. On June 1, 2026, 2,727 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax and withholding obligations from vesting restricted stock units. The filing specifies this was not an open-market sale. After this withholding, Daspit directly holds 124,870 shares of Ibotta Class A Common Stock.
Ibotta, Inc. vice president of accounting Jared Chomko reported a small insider transaction involving restricted stock units. On the vesting of previously granted RSUs, the company withheld 528 shares of Class A Common Stock at $34.25 per share to cover income tax obligations, rather than executing an open-market sale. After this tax-withholding disposition, Chomko directly holds 33,118 shares of Ibotta Class A Common Stock.
Ibotta, Inc. Chief Business Development Officer Amir El Tabib reported a routine share withholding related to equity compensation. On this Form 4, 4,394 shares of Class A Common Stock were disposed of at $34.25 per share to cover income tax obligations tied to the vesting and net settlement of previously reported restricted stock units, as noted in the footnotes. This was not an open-market sale of shares by the insider. After this tax-withholding disposition, El Tabib holds 204,211 shares of Class A Common Stock directly.
Ibotta, Inc. filed details on a management change and shareholder voting results. Effective May 19, 2026, the Board appointed Senior Vice President of Accounting Jared Chomko to resume serving as Principal Accounting Officer, with no change to his compensation, and CFO Matt Puckett ended his interim role.
The company also reported outcomes from its 2026 annual shareholder meeting. Shareholders elected two Class II directors, approved on an advisory basis executive compensation, chose an annual advisory vote on pay, and ratified KPMG LLP as independent registered public accounting firm for the 2026 fiscal year.
Lehrman Thomas D reported acquisition or exercise transactions in this Form 4 filing.
Ibotta, Inc. director Thomas D. Lehrman reported an equity compensation grant in the form of restricted stock units tied to Class A Common Stock. He received 5,988 RSUs, each representing one share, at a price of $0.00 per unit as a grant or award.
The RSUs will vest fully on the earlier of May 19, 2027 or the day before Ibotta’s next annual shareholder meeting, contingent on his continued service. Following this award, Lehrman directly holds 68,738 shares of Class A Common Stock and has additional indirect holdings through LFP 2, LLC and Four Ways, LLC, where he has voting and investment control.