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IBTA

Ibotta, Inc.

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2177
SEC CIK
0001538379
Parsed reports
257

Last 12 months

Inside the activity.

1 purchase rows · 116 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202610
Feb 202600
Mar 202601
Apr 202600
May 2026016
Jun 202609
Jul 2026026
Aug 2026038
Sep 2026018
Oct 202607

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 03, 2024 Filed Sep 5, 2024 20:42 UTC SaleClass A Common Stock 20,111 $56.82 $1,142,658.75
Disclosure

SEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 3

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 152,833

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.355 to $57.33 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F4 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 20:42 UTC SaleClass A Common Stock 3,645 $55.59 $202,629.56
Disclosure

SEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 2

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 172,944

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.11 to $56.01 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F4 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 20:42 UTC SaleClass A Common Stock 5,366 $56.27 $301,956.63
Disclosure

SEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 1

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,431

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.01 to $56.50 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 23, 2024 Filed Jul 25, 2024 19:35 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,500 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-24-032975 · wk-form4_1721936100.xml · derivative · entry 2

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,125

Underlying: Class A Common Stock · 2,500 shares

Expires 2030-12-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: This option, originally for 30,000 shares of Common Stock, vested as to 1/48th of the shares on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
July 23, 2024 Filed Jul 25, 2024 19:35 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 2,500 $8.30 $20,750.00
Disclosure

SEC source: 0001628280-24-032975 · wk-form4_1721936100.xml · nonDerivative · entry 1

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,653

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,200 $0.00 Strike: $22.20 $0.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · derivative · entry 10

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,575

Underlying: Class A Common Stock · 4,200 shares

Expires 2031-07-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: This option, originally for 47,775 shares of Common Stock, vested as to 1/48th of the shares on August 15, 2021, and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 417 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · derivative · entry 9

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,125

Underlying: Class A Common Stock · 417 shares

Expires 2033-03-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: This option, originally for 5,000 shares of Common Stock, vested as to 1/48th of the shares on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,279 $0.00 Strike: $25.64 $0.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · derivative · entry 8

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,748

Underlying: Class A Common Stock · 1,279 shares

Expires 2033-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: This option, originally for 82,500 shares of Common Stock, vested as to 1/48th of the shares on December 10, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · derivative · entry 7

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,542

Underlying: Class A Common Stock · 1 shares

Expires 2033-03-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: This option, originally for 5,000 shares of Common Stock, vested as to 1/48th of the shares on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 556 $0.00 Strike: $19.25 $0.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · derivative · entry 6

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 833

Underlying: Class A Common Stock · 556 shares

Expires 2032-08-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: This option, originally for 5,000 shares of Common Stock, vested as to 1/36th of the shares on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 4,200 $22.20 $93,240.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · nonDerivative · entry 5

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,106

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 417 $10.40 $4,336.80
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · nonDerivative · entry 4

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,906

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 1,279 $25.64 $32,793.56
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · nonDerivative · entry 3

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,489

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 1 $10.40 $10.40
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · nonDerivative · entry 2

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,210

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 23, 2024 Filed Jul 29, 2024 22:36 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 556 $19.25 $10,703.00
Disclosure

SEC source: 0001628280-24-033324 · wk-form4_1722292596.xml · nonDerivative · entry 1

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,209

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
July 19, 2024 Filed Jul 23, 2024 21:27 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 625 $0.00 Strike: $6.55 $0.00
Disclosure

SEC source: 0001628280-24-032632 · wk-form4_1721770073.xml · derivative · entry 2

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 625 shares

Expires 2030-05-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
July 19, 2024 Filed Jul 23, 2024 21:27 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 625 $6.55 $4,093.75
Disclosure

SEC source: 0001628280-24-032632 · wk-form4_1721770073.xml · nonDerivative · entry 1

El Tabib Amir · CIK 0002017908 · Chief Business Dev. Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,153

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
June 21, 2024 Filed Jun 25, 2024 01:19 UTC Amendment
Shapiro David TCHIEF LEGAL OFFICER
GrantClass A Common Stock 17,124 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-029687 · wk-form4a_1719278385.xml · nonDerivative · entry 1

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,506

F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. 1/8th of the RSUs shall vest on December 2, 2024, and 1/16th of the RSUs shall vest on each Quarterly Vesting Date thereafter, subject to the reporting person continuing to be a service provider through each such date. Quarterly Vesting Date means the first trading day on or after each of March 1, June 1, September 1, and December 1. The original Form 4, filed on June 18, 2024, reported June 14, 2024 as the date of grant of the RSUs; the correct date of grant of the RSUs is June 21, 2024.

F2 · balance_after: These securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
June 14, 2024 Filed Jun 18, 2024 20:48 UTC
Shapiro David TCHIEF LEGAL OFFICER
GrantClass A Common Stock 17,124 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-028817 · wk-form4_1718743693.xml · nonDerivative · entry 1

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,506

F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

F1 · balance_after: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 11:36 UTC
Jensen Christopher J.CHIEF REVENUE OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 834 $0.00 Strike: $12.45 $0.00
Disclosure

SEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · derivative · entry 6

Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,958

Underlying: Class A Common Stock · 834 shares

Expires 2031-05-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: This option, originally for 10,000 shares, vested as to 1/48th of the shares on April 11, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 11:36 UTC
Jensen Christopher J.CHIEF REVENUE OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,042 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · derivative · entry 5

Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,542

Underlying: Class A Common Stock · 1,042 shares

Expires 2031-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: This option, originally for 10,000 shares, vested as to 1/48th of the shares on February 4, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 11:36 UTC
Jensen Christopher J.CHIEF REVENUE OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 17,722 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · derivative · entry 4

Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,337

Underlying: Class A Common Stock · 17,722 shares

Expires 2030-02-04

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 11:36 UTC
Jensen Christopher J.CHIEF REVENUE OFFICER
Exercise / conversionClass A Common Stock 834 $12.45 $10,383.30
Disclosure

SEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · nonDerivative · entry 3

Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,662

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 11:36 UTC
Jensen Christopher J.CHIEF REVENUE OFFICER
Exercise / conversionClass A Common Stock 1,042 $8.30 $8,648.60
Disclosure

SEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · nonDerivative · entry 2

Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,828

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 11:36 UTC
Jensen Christopher J.CHIEF REVENUE OFFICER
Exercise / conversionClass A Common Stock 17,722 $12.75 $225,955.50
Disclosure

SEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · nonDerivative · entry 1

Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,786

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 344 $0.00 Strike: $19.25 $0.00
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 10

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,656

Underlying: Class A Common Stock · 344 shares

Expires 2032-02-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: This option, originally for 20,000 shares, vested as to 1/36th of the shares on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 9,319 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 9

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,681

Underlying: Class A Common Stock · 9,319 shares

Expires 2030-12-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: This option, originally for 45,000 shares, vested as to 1/48th of the shares on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 16,787 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 8

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,213

Underlying: Class A Common Stock · 16,787 shares

Expires 2029-12-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 14,834 $0.00 Strike: $5.35 $0.00
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 7

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 14,834 shares

Expires 2028-11-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 4,333 $0.00 Strike: $5.35 $0.00
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 6

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,333 shares

Expires 2028-07-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 344 $19.25 $6,622.00
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,941

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 9,319 $8.30 $77,347.70
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,597

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 16,787 $12.75 $214,034.25
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 3

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,278

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 14,834 $5.35 $79,361.90
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,491

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 28, 2024 Filed May 30, 2024 16:09 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 4,333 $5.35 $23,181.55
Disclosure

SEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,657

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 20, 2024 Filed May 22, 2024 18:20 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,833 $0.00 Strike: $5.05 $0.00
Disclosure

SEC source: 0001628280-24-024790 · wk-form4_1716416401.xml · derivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,833 shares

Expires 2028-01-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
May 20, 2024 Filed May 22, 2024 18:20 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 1,833 $5.05 $9,256.65
Disclosure

SEC source: 0001628280-24-024790 · wk-form4_1716416401.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,324

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 25, 2024 Filed Dec 19, 2025 00:00 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 11,363 $88.00 $999,944.00
Disclosure

SEC source: 0001231919-25-000639 · form4-12182025_071201.xml · nonDerivative · entry 1

Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner

CLARK JAMES H · CIK 0001008700 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 556,818

F1 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC ConversionConvertible Unsecured Subordinated Promissory Note · Derivative 1,089,989 Not disclosed Strike: $63.80 Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · derivative · entry 9

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,089,989 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: The principal amount of the Convertible Unsecured Subordinated Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80 immediately prior to the completion of the IPO. The Convertible Unsecured Subordinated Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Unsecured Subordinated Promissory Note in the IPO was exempt pursuant to Rule 16b-6.

F4 · price: The principal amount of the Convertible Unsecured Subordinated Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80 immediately prior to the completion of the IPO. The Convertible Unsecured Subordinated Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Unsecured Subordinated Promissory Note in the IPO was exempt pursuant to Rule 16b-6.

F4 · derivative.exercise_date: The principal amount of the Convertible Unsecured Subordinated Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80 immediately prior to the completion of the IPO. The Convertible Unsecured Subordinated Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Unsecured Subordinated Promissory Note in the IPO was exempt pursuant to Rule 16b-6.

F4 · derivative.expiration_date: The principal amount of the Convertible Unsecured Subordinated Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80 immediately prior to the completion of the IPO. The Convertible Unsecured Subordinated Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Unsecured Subordinated Promissory Note in the IPO was exempt pursuant to Rule 16b-6.

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC ConversionSeries D Preferred Stock · Derivative 4,151,214 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · derivative · entry 8

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,151,214 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each share of Series D redeemable convertible preferred stock par value $0.00001 per share ("Series D Preferred Stock") of the Issuer automatically converted into Common Stock on a one-for-one basis immediately prior to the completion of the IPO and had no expiration date.

F3 · price: Each share of Series D redeemable convertible preferred stock par value $0.00001 per share ("Series D Preferred Stock") of the Issuer automatically converted into Common Stock on a one-for-one basis immediately prior to the completion of the IPO and had no expiration date.

F3 · derivative.exercise_date: Each share of Series D redeemable convertible preferred stock par value $0.00001 per share ("Series D Preferred Stock") of the Issuer automatically converted into Common Stock on a one-for-one basis immediately prior to the completion of the IPO and had no expiration date.

F3 · derivative.expiration_date: Each share of Series D redeemable convertible preferred stock par value $0.00001 per share ("Series D Preferred Stock") of the Issuer automatically converted into Common Stock on a one-for-one basis immediately prior to the completion of the IPO and had no expiration date.

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC SaleClass A Common Stock 1,500,000 $88.00 $132,000,000.00
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 7

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,389,129

F5 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, KDT Ibotta sold 1,500,000 shares of Class A Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. The per share sale price reported in this Form 4 does not reflect underwriting discounts.

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC ConversionClass A Common Stock 1,089,989 $63.80 $69,541,298.20
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 6

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,889,129

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · price: The principal amount of the Convertible Unsecured Subordinated Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80 immediately prior to the completion of the IPO. The Convertible Unsecured Subordinated Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Unsecured Subordinated Promissory Note in the IPO was exempt pursuant to Rule 16b-6.

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC OtherClass A Common Stock 4,151,214 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 5

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,799,140

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC OtherCommon Stock 4,151,214 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 4

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,151,214

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC ConversionCommon Stock 4,151,214 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 3

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,151,214

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each share of Series D redeemable convertible preferred stock par value $0.00001 per share ("Series D Preferred Stock") of the Issuer automatically converted into Common Stock on a one-for-one basis immediately prior to the completion of the IPO and had no expiration date.

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

Read SEC document
April 22, 2024 Filed Apr 22, 2024 17:15 UTC OtherClass A Common Stock 647,926 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 2

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 647,926

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

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April 22, 2024 Filed Apr 22, 2024 17:15 UTC OtherCommon Stock 647,926 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-046512 · ownership.xml · nonDerivative · entry 1

KDT Ibotta Holdings, LLC · CIK 0002019322 · 10% owner

KOCH INDUSTRIES INC · CIK 0000923338 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of common stock, par value $0.00001 per share ("Common Stock"), of Ibotta, Inc. (the "Issuer") automatically reclassified into shares of Class A Common Stock, par value $0.00001 per share ("Class A Common Stock"), of the Issuer on a one-to-one basis immediately prior to the completion of the Issuer's initial public offering (the "IPO").

F2 · ownership.direct: Securities are held by KDT Ibotta Holdings, LLC ("KDT Ibotta"). KDT Ibotta is a subsidiary of Koch Disruptive Technologies, LLC ("KDT"), KDT is a subsidiary of Koch Disruptive Technologies Holdings, LLC ("KDT Holdings"), KDT Holdings is a subsidiary of Koch Investments Group, LLC ("KIG"), KIG is a subsidiary of Koch Investments Group Holdings, LLC ("KIG Holdings") and KIG Holdings is a subsidiary of Koch Industries, Inc. ("Koch Industries"). Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT may be deemed to beneficially own the securities of the Issuer held by KDT Ibotta by virtue of Koch Industries' beneficial ownership of KIG Holdings, KIG Holdings' beneficial ownership of KIG, KIG's beneficial ownership of KDT Holdings, KDT Holdings' beneficial ownership of KDT, and KDT's beneficial ownership of KDT Ibotta. Each of Koch Industries, KIG Holdings, KIG, KDT Holdings and KDT disclaims such beneficial ownership except to the extent of their pecuniary interest therein.

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April 22, 2024 Filed Apr 22, 2024 20:06 UTC
CLARK JAMES H10% owner
ConversionSeries C-1 Preferred Stock · Derivative 379,108 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011312 · form4-04222024_040407.xml · derivative · entry 7

Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner

CLARK JAMES H · CIK 0001008700 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 379,108 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F3 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F3 · derivative.exercise_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F3 · derivative.expiration_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

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April 22, 2024 Filed Apr 22, 2024 20:06 UTC
CLARK JAMES H10% owner
ConversionSeries C Preferred Stock · Derivative 1,862,545 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011312 · form4-04222024_040407.xml · derivative · entry 6

Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner

CLARK JAMES H · CIK 0001008700 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,862,545 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F2 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F2 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

F2 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.

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April 22, 2024 Filed Apr 22, 2024 20:06 UTC
CLARK JAMES H10% owner
ConversionSeries B Preferred Stock · Derivative 3,520,804 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-011312 · form4-04222024_040407.xml · derivative · entry 5

Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner

CLARK JAMES H · CIK 0001008700 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,520,804 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date.

F1 · price: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date.

F1 · derivative.exercise_date: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date.

F1 · derivative.expiration_date: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.