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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
June 04, 2025 Filed Jun 5, 2025 21:51 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 6,000 $50.02 $300,121.20
Disclosure

SEC source: 0001415889-25-015827 · form4-06052025_090600.xml · nonDerivative · entry 3

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: 505,241

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.25 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 · 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
June 03, 2025 Filed Jun 5, 2025 21:51 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 22,515 $50.04 $1,126,538.03
Disclosure

SEC source: 0001415889-25-015827 · form4-06052025_090600.xml · nonDerivative · entry 2

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: 511,241

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.805 to $50.28 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 · 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
June 03, 2025 Filed Jun 5, 2025 21:51 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 882 $48.84 $43,080.41
Disclosure

SEC source: 0001415889-25-015827 · form4-06052025_090600.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: 533,756

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.665 to $49.15 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 · 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
June 03, 2025 Filed Jun 5, 2025 21:05 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 1,243 $49.44 $61,453.92
Disclosure

SEC source: 0001628280-25-029727 · wk-form4_1749157335.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 56,282

F1 · kind: The transaction reflected on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on August 27 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 02, 2025 Filed Jun 3, 2025 21:58 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 3,722 $49.33 $183,623.75
Disclosure

SEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 4

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: 534,638

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.035 to $49.67 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 · 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
June 02, 2025 Filed Jun 3, 2025 21:58 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 1,278 $48.25 $61,660.82
Disclosure

SEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 3

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: 538,360

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.805 to $48.70 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 · 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
June 01, 2025 Filed Jun 3, 2025 17:07 UTC
Riedy Christopher JChief Revenue Officer
Tax withholdingClass A Common Stock 2,961 $49.99 $148,020.39
Disclosure

SEC source: 0001628280-25-029122 · wk-form4_1748984839.xml · nonDerivative · entry 1

Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,298

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 17:10 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Tax withholdingClass A Common Stock 2,406 $49.99 $120,275.94
Disclosure

SEC source: 0001628280-25-029131 · wk-form4_1748985031.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,085

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 21:00 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Tax withholdingClass A Common Stock 1,194 $49.99 $59,688.06
Disclosure

SEC source: 0001628280-25-029112 · wk-form4_1748984444.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,525

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 21:03 UTC
El Tabib AmirChief Business Dev. Officer
Tax withholdingClass A Common Stock 1,969 $49.99 $98,430.31
Disclosure

SEC source: 0001628280-25-029116 · wk-form4_1748984570.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,241

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 21:10 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
Tax withholdingClass A Common Stock 7,489 $49.99 $374,375.11
Disclosure

SEC source: 0001628280-25-029130 · wk-form4_1748985020.xml · nonDerivative · entry 1

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 507,214

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 20:57 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
Tax withholdingClass A Common Stock 3,721 $49.99 $186,012.79
Disclosure

SEC source: 0001628280-25-029108 · wk-form4_1748984259.xml · nonDerivative · entry 1

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,071

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 21:07 UTC
Shapiro David TCHIEF LEGAL OFFICER
Tax withholdingClass A Common Stock 3,402 $49.99 $170,065.98
Disclosure

SEC source: 0001628280-25-029125 · wk-form4_1748984862.xml · nonDerivative · entry 1

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,423

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs") .

F2 · balance_after: Certain of 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 01, 2025 Filed Jun 3, 2025 20:54 UTC
Chomko JaredVICE PRESIDENT, ACCOUNTING
Tax withholdingClass A Common Stock 107 $49.99 $5,348.93
Disclosure

SEC source: 0001628280-25-029103 · wk-form4_1748984049.xml · nonDerivative · entry 1

Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,618

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · balance_after: Certain of 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
May 30, 2025 Filed Jun 3, 2025 21:58 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 184 $50.10 $9,218.05
Disclosure

SEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 2

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: 539,638

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.095 to $50.10 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 · 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
May 30, 2025 Filed Jun 3, 2025 21:58 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 4,816 $49.78 $239,735.66
Disclosure

SEC source: 0001415889-25-015462 · form4-06032025_090619.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: 539,822

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.01 to $50.00 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 · 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
May 29, 2025 Filed May 30, 2025 20:20 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 18,543 $50.13 $929,645.89
Disclosure

SEC source: 0001415889-25-014991 · form4-05302025_080535.xml · nonDerivative · entry 3

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: 544,638

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.64 to $50.28 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 · 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.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:20 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 1,355 $50.63 $68,610.15
Disclosure

SEC source: 0001415889-25-014991 · form4-05302025_080535.xml · nonDerivative · entry 2

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: 563,181

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.28 to $51.16 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 · 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.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:20 UTC
CLARK JAMES H10% owner
SaleClass A Common Stock 3,645 $49.97 $182,136.28
Disclosure

SEC source: 0001415889-25-014991 · form4-05302025_080535.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: 564,536

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.28 to $50.275 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 · 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.

Read SEC document
May 28, 2025 Filed May 30, 2025 21:29 UTC GrantClass A Common Stock 4,029 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028671 · wk-form4_1748640490.xml · nonDerivative · entry 1

Baldwin Amanda · CIK 0002003203 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,574

F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.

F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.

F3 · balance_after: Certain of 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
May 28, 2025 Filed May 30, 2025 21:27 UTC GrantClass A Common Stock 4,029 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028670 · wk-form4_1748640299.xml · nonDerivative · entry 1

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,275

F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.

F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.

F3 · balance_after: Certain of 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
May 28, 2025 Filed May 30, 2025 21:40 UTC GrantClass A Common Stock 4,029 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028681 · wk-form4_1748641088.xml · nonDerivative · entry 1

Bailey Stephen · CIK 0001816738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,574

F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.

F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.

F3 · balance_after: Certain of 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
May 28, 2025 Filed May 30, 2025 21:32 UTC GrantClass A Common Stock 4,029 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028675 · wk-form4_1748640678.xml · nonDerivative · entry 1

SONSINI LARRY W · CIK 0001205649 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,826

F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.

F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.

F3 · balance_after: Certain of 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
May 28, 2025 Filed May 30, 2025 21:19 UTC
Sheppard Valarie LDirector · Interim CFO
GrantClass A Common Stock 4,029 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028660 · wk-form4_1748639919.xml · nonDerivative · entry 1

Sheppard Valarie L · CIK 0001334175 · Director · Interim CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,902

F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.

F2 · shares: This RSU award was issued to the Reporting Person pursuant to the offer letter dated March 27, 2025.

F3 · balance_after: Certain of 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
May 28, 2025 Filed May 30, 2025 21:15 UTC
DOSHI AMITDirector
GrantClass A Common Stock 4,029 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028654 · wk-form4_1748639712.xml · nonDerivative · entry 1

DOSHI AMIT · CIK 0001638194 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,948

F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.

F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.

F3 · balance_after: Certain of 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
May 19, 2025 Filed May 20, 2025 17:25 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
SaleClass A Common Stock 11 $56.29 $619.20
Disclosure

SEC source: 0001628280-25-026899 · wk-form4_1747776343.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,491

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on June 6, 2024.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.20 to $56.54 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.

F3 · 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 19, 2025 Filed May 20, 2025 17:25 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
SaleClass A Common Stock 361 $55.20 $19,926.59
Disclosure

SEC source: 0001628280-25-026899 · wk-form4_1747776343.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,502

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on June 6, 2024.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.69 to $55.675 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.

F3 · 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 17, 2025 Filed May 20, 2025 21:04 UTC
Sheppard Valarie LDirector · Interim CFO
Tax withholdingClass A Common Stock 1,585 $57.00 $90,345.00
Disclosure

SEC source: 0001628280-25-026879 · wk-form4_1747775061.xml · nonDerivative · entry 1

Sheppard Valarie L · CIK 0001334175 · Director · Interim CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,873

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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 15, 2025 Filed May 19, 2025 20:39 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
GrantClass A Common Stock 372 $51.20 $19,046.40
Disclosure

SEC source: 0001628280-25-026681 · wk-form4_1747701548.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,863

F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 15, 2024 through May 15, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934.

F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Purchase Date (as defined in the ESPP) of May 15, 2025.

F3 · 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 15, 2025 Filed May 20, 2025 00:44 UTC
El Tabib AmirChief Business Dev. Officer
GrantClass A Common Stock 372 $51.20 $19,046.40
Disclosure

SEC source: 0001628280-25-026683 · wk-form4_1747701875.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,210

F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 15, 2024 through May 15, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934.

F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Purchase Date (as defined in the ESPP) of May 15, 2025.

F3 · 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 15, 2025 Filed May 19, 2025 22:52 UTC
Shapiro David TCHIEF LEGAL OFFICER
GrantClass A Common Stock 44 $51.20 $2,252.80
Disclosure

SEC source: 0001628280-25-026666 · wk-form4_1747695171.xml · nonDerivative · entry 1

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,825

F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 15, 2024 through May 15, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934.

F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Purchase Date (as defined in the ESPP) of May 15, 2025.

F3 · 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 15, 2025 Filed May 20, 2025 00:48 UTC
Chomko JaredVICE PRESIDENT, ACCOUNTING
GrantClass A Common Stock 338 $51.20 $17,305.60
Disclosure

SEC source: 0001628280-25-026685 · wk-form4_1747702105.xml · nonDerivative · entry 1

Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,725

F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 15, 2024 through May 15, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934.

F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Purchase Date (as defined in the ESPP) of May 15, 2025.

F3 · 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 22, 2025 Filed Apr 24, 2025 20:27 UTC
Sheppard Valarie LDirector · Interim CFO
Tax withholdingClass A Common Stock 436 $45.61 $19,885.96
Disclosure

SEC source: 0001628280-25-019686 · wk-form4_1745526438.xml · nonDerivative · entry 1

Sheppard Valarie L · CIK 0001334175 · Director · Interim CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,458

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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 17, 2025 Filed Apr 21, 2025 21:17 UTC
Sheppard Valarie LDirector · Interim CFO
Tax withholdingClass A Common Stock 1,724 $45.44 $78,338.56
Disclosure

SEC source: 0001628280-25-018665 · wk-form4_1745270232.xml · nonDerivative · entry 1

Sheppard Valarie L · CIK 0001334175 · Director · Interim CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,894

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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 14, 2025 Filed Apr 15, 2025 20:42 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 521 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-017916 · wk-form4_1744764147.xml · derivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,558

Underlying: Class A Common Stock · 521 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.

F2 · derivative.exercise_date: 1/48th of the shares subject to the option vested 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
April 14, 2025 Filed Apr 15, 2025 20:42 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 521 $10.40 $5,418.40
Disclosure

SEC source: 0001628280-25-017916 · wk-form4_1744764147.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,491

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 · 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
March 27, 2025 Filed Mar 31, 2025 22:07 UTC
Sheppard Valarie LDirector · Interim CFO
GrantClass A Common Stock 33,073 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-015720 · wk-form4_1743458864.xml · nonDerivative · entry 1

Sheppard Valarie L · CIK 0001334175 · Director · Interim CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,618

F1 · shares: Represents the grant of Restricted Stock Units ("RSUs") in connection with Ms. Sheppard's appointment as Interim Chief Financial Officer. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The grant will vest in six equal portions on a monthly basis for the six months following the grant date subject to Ms. Sheppard continuing to be a Service Provider (as such term is defined in the Issuer's 2024 Equity Incentive Plan) through each such date.

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
March 27, 2025 Filed Mar 31, 2025 23:14 UTC
Chomko JaredVICE PRESIDENT, ACCOUNTING
GrantClass A Common Stock 1,411 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-015735 · wk-form4_1743462840.xml · nonDerivative · entry 1

Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,387

F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The Vesting Commencement Date is the start date of the Issuer's next permanent Chief Financial Officer. 100% of the RSUs shall vest on the earlier of (i) the one-year anniversary of the Vesting Commencement Date, or (ii) the two-year anniversary of the grant date, each subject to the Grantee remaining a Service Provider (as defined in as such term is defined in the Issuer's 2024 Equity Incentive Plan) through such date.

F2 · balance_after: Certain of 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
March 03, 2025 Filed Mar 4, 2025 21:11 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 1,243 $33.66 $41,839.38
Disclosure

SEC source: 0001628280-25-009841 · wk-form4_1741122689.xml · nonDerivative · entry 2

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,719

F3 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 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
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
D. E. SHAW & CO, L.P.10% owner · See Footnotes 3,7,10,11,12
D. E. SHAW & CO, L.L.C.10% owner · See Footnotes 3,7,10,11,12
SHAW DAVID E10% owner · See Footnotes 3,7,10,11,12
SaleClass A common stock, par value $0.00001 per share 2,681 $34.78 $93,249.74
Disclosure

SEC source: 0001104659-25-021000 · tm258301-1_4seq1.xml · nonDerivative · entry 6

D. E. SHAW & CO, L.P. · CIK 0001009268 · 10% owner · See Footnotes 3,7,10,11,12

D. E. SHAW & CO, L.L.C. · CIK 0001277502 · 10% owner · See Footnotes 3,7,10,11,12

SHAW DAVID E · CIK 0001023870 · 10% owner · See Footnotes 3,7,10,11,12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes.

Disclosed balance after: 665,700

F1 · price: Where weighted average price is used for the reported transactions, the Reporting Persons undertake to provide upon request by the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares transacted at each separate price.

F9 · price: This is a weighted average price based on prices ranging from $34.5400 to $34.9900, inclusive.

F7 · ownership.nature: The securities reported in this line of this Form 4 are directly held by D. E. Shaw Oculus Portfolios, L.L.C. ("Oculus"), and may be deemed to be indirectly held by the Reporting Persons.

F11 · ownership.nature: DESCO LP, as investment adviser to Valence and Oculus; DESCO LLC, as manager of Valence and Oculus; and David E. Shaw, as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of DESCO LP, and as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of DESCO LLC, may be deemed to be the beneficial owners of the securities reported in this Form 4 for purposes of Rule 16a-1(a) of the Securities Exchange Act of 1934.

F12 · ownership.nature: In accordance with instruction 4(b)(iv), the entire number of securities of the Issuer that may be deemed to be beneficially owned by DESCO LP, DESCO LLC, and David E. Shaw is reported herein. Each of DESCO LP, DESCO LLC, and David E. Shaw disclaims any beneficial ownership of any security listed in this Form 4, except to the extent of any pecuniary interest therein.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
D. E. SHAW & CO, L.P.10% owner · See Footnotes 3,7,10,11,12
D. E. SHAW & CO, L.L.C.10% owner · See Footnotes 3,7,10,11,12
SHAW DAVID E10% owner · See Footnotes 3,7,10,11,12
SaleClass A common stock, par value $0.00001 per share 6,348 $33.74 $214,206.28
Disclosure

SEC source: 0001104659-25-021000 · tm258301-1_4seq1.xml · nonDerivative · entry 5

D. E. SHAW & CO, L.P. · CIK 0001009268 · 10% owner · See Footnotes 3,7,10,11,12

D. E. SHAW & CO, L.L.C. · CIK 0001277502 · 10% owner · See Footnotes 3,7,10,11,12

SHAW DAVID E · CIK 0001023870 · 10% owner · See Footnotes 3,7,10,11,12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes.

Disclosed balance after: 668,381

F1 · price: Where weighted average price is used for the reported transactions, the Reporting Persons undertake to provide upon request by the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares transacted at each separate price.

F8 · price: This is a weighted average price based on prices ranging from $33.5000 to $34.4600, inclusive.

F7 · ownership.nature: The securities reported in this line of this Form 4 are directly held by D. E. Shaw Oculus Portfolios, L.L.C. ("Oculus"), and may be deemed to be indirectly held by the Reporting Persons.

F11 · ownership.nature: DESCO LP, as investment adviser to Valence and Oculus; DESCO LLC, as manager of Valence and Oculus; and David E. Shaw, as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of DESCO LP, and as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of DESCO LLC, may be deemed to be the beneficial owners of the securities reported in this Form 4 for purposes of Rule 16a-1(a) of the Securities Exchange Act of 1934.

F12 · ownership.nature: In accordance with instruction 4(b)(iv), the entire number of securities of the Issuer that may be deemed to be beneficially owned by DESCO LP, DESCO LLC, and David E. Shaw is reported herein. Each of DESCO LP, DESCO LLC, and David E. Shaw disclaims any beneficial ownership of any security listed in this Form 4, except to the extent of any pecuniary interest therein.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
D. E. SHAW & CO, L.P.10% owner · See Footnotes 3,7,10,11,12
D. E. SHAW & CO, L.L.C.10% owner · See Footnotes 3,7,10,11,12
SHAW DAVID E10% owner · See Footnotes 3,7,10,11,12
SaleClass A common stock, par value $0.00001 per share 13,572 $32.90 $446,484.87
Disclosure

SEC source: 0001104659-25-021000 · tm258301-1_4seq1.xml · nonDerivative · entry 4

D. E. SHAW & CO, L.P. · CIK 0001009268 · 10% owner · See Footnotes 3,7,10,11,12

D. E. SHAW & CO, L.L.C. · CIK 0001277502 · 10% owner · See Footnotes 3,7,10,11,12

SHAW DAVID E · CIK 0001023870 · 10% owner · See Footnotes 3,7,10,11,12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes.

Disclosed balance after: 674,729

F1 · price: Where weighted average price is used for the reported transactions, the Reporting Persons undertake to provide upon request by the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares transacted at each separate price.

F6 · price: This is a weighted average price based on prices ranging from $32.4900 to $33.4800, inclusive.

F7 · ownership.nature: The securities reported in this line of this Form 4 are directly held by D. E. Shaw Oculus Portfolios, L.L.C. ("Oculus"), and may be deemed to be indirectly held by the Reporting Persons.

F11 · ownership.nature: DESCO LP, as investment adviser to Valence and Oculus; DESCO LLC, as manager of Valence and Oculus; and David E. Shaw, as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of DESCO LP, and as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of DESCO LLC, may be deemed to be the beneficial owners of the securities reported in this Form 4 for purposes of Rule 16a-1(a) of the Securities Exchange Act of 1934.

F12 · ownership.nature: In accordance with instruction 4(b)(iv), the entire number of securities of the Issuer that may be deemed to be beneficially owned by DESCO LP, DESCO LLC, and David E. Shaw is reported herein. Each of DESCO LP, DESCO LLC, and David E. Shaw disclaims any beneficial ownership of any security listed in this Form 4, except to the extent of any pecuniary interest therein.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
D. E. SHAW & CO, L.P.10% owner · See Footnotes 3,7,10,11,12
D. E. SHAW & CO, L.L.C.10% owner · See Footnotes 3,7,10,11,12
SHAW DAVID E10% owner · See Footnotes 3,7,10,11,12
SaleClass A common stock, par value $0.00001 per share 7,707 $34.79 $268,115.74
Disclosure

SEC source: 0001104659-25-021000 · tm258301-1_4seq1.xml · nonDerivative · entry 3

D. E. SHAW & CO, L.P. · CIK 0001009268 · 10% owner · See Footnotes 3,7,10,11,12

D. E. SHAW & CO, L.L.C. · CIK 0001277502 · 10% owner · See Footnotes 3,7,10,11,12

SHAW DAVID E · CIK 0001023870 · 10% owner · See Footnotes 3,7,10,11,12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes.

Disclosed balance after: 1,997,235

F1 · price: Where weighted average price is used for the reported transactions, the Reporting Persons undertake to provide upon request by the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares transacted at each separate price.

F5 · price: This is a weighted average price based on prices ranging from $34.5400 to $35.0100, inclusive.

F3 · ownership.nature: The securities reported in this line of this Form 4 are directly held by D. E. Shaw Valence Portfolios, L.L.C. ("Valence"), and may be deemed to be indirectly held by the Reporting Persons.

F11 · ownership.nature: DESCO LP, as investment adviser to Valence and Oculus; DESCO LLC, as manager of Valence and Oculus; and David E. Shaw, as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of DESCO LP, and as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of DESCO LLC, may be deemed to be the beneficial owners of the securities reported in this Form 4 for purposes of Rule 16a-1(a) of the Securities Exchange Act of 1934.

F12 · ownership.nature: In accordance with instruction 4(b)(iv), the entire number of securities of the Issuer that may be deemed to be beneficially owned by DESCO LP, DESCO LLC, and David E. Shaw is reported herein. Each of DESCO LP, DESCO LLC, and David E. Shaw disclaims any beneficial ownership of any security listed in this Form 4, except to the extent of any pecuniary interest therein.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
D. E. SHAW & CO, L.P.10% owner · See Footnotes 3,7,10,11,12
D. E. SHAW & CO, L.L.C.10% owner · See Footnotes 3,7,10,11,12
SHAW DAVID E10% owner · See Footnotes 3,7,10,11,12
SaleClass A common stock, par value $0.00001 per share 19,946 $33.75 $673,093.73
Disclosure

SEC source: 0001104659-25-021000 · tm258301-1_4seq1.xml · nonDerivative · entry 2

D. E. SHAW & CO, L.P. · CIK 0001009268 · 10% owner · See Footnotes 3,7,10,11,12

D. E. SHAW & CO, L.L.C. · CIK 0001277502 · 10% owner · See Footnotes 3,7,10,11,12

SHAW DAVID E · CIK 0001023870 · 10% owner · See Footnotes 3,7,10,11,12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes.

Disclosed balance after: 2,004,942

F1 · price: Where weighted average price is used for the reported transactions, the Reporting Persons undertake to provide upon request by the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares transacted at each separate price.

F4 · price: This is a weighted average price based on prices ranging from $33.5000 to $34.4600, inclusive.

F3 · ownership.nature: The securities reported in this line of this Form 4 are directly held by D. E. Shaw Valence Portfolios, L.L.C. ("Valence"), and may be deemed to be indirectly held by the Reporting Persons.

F11 · ownership.nature: DESCO LP, as investment adviser to Valence and Oculus; DESCO LLC, as manager of Valence and Oculus; and David E. Shaw, as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of DESCO LP, and as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of DESCO LLC, may be deemed to be the beneficial owners of the securities reported in this Form 4 for purposes of Rule 16a-1(a) of the Securities Exchange Act of 1934.

F12 · ownership.nature: In accordance with instruction 4(b)(iv), the entire number of securities of the Issuer that may be deemed to be beneficially owned by DESCO LP, DESCO LLC, and David E. Shaw is reported herein. Each of DESCO LP, DESCO LLC, and David E. Shaw disclaims any beneficial ownership of any security listed in this Form 4, except to the extent of any pecuniary interest therein.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 23:26 UTC
D. E. SHAW & CO, L.P.10% owner · See Footnotes 3,7,10,11,12
D. E. SHAW & CO, L.L.C.10% owner · See Footnotes 3,7,10,11,12
SHAW DAVID E10% owner · See Footnotes 3,7,10,11,12
SaleClass A common stock, par value $0.00001 per share 40,112 $32.89 $1,319,195.43
Disclosure

SEC source: 0001104659-25-021000 · tm258301-1_4seq1.xml · nonDerivative · entry 1

D. E. SHAW & CO, L.P. · CIK 0001009268 · 10% owner · See Footnotes 3,7,10,11,12

D. E. SHAW & CO, L.L.C. · CIK 0001277502 · 10% owner · See Footnotes 3,7,10,11,12

SHAW DAVID E · CIK 0001023870 · 10% owner · See Footnotes 3,7,10,11,12

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes.

Disclosed balance after: 2,024,888

F1 · price: Where weighted average price is used for the reported transactions, the Reporting Persons undertake to provide upon request by the U.S. Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares transacted at each separate price.

F2 · price: This is a weighted average price based on prices ranging from $32.4900 to $33.4800, inclusive.

F3 · ownership.nature: The securities reported in this line of this Form 4 are directly held by D. E. Shaw Valence Portfolios, L.L.C. ("Valence"), and may be deemed to be indirectly held by the Reporting Persons.

F11 · ownership.nature: DESCO LP, as investment adviser to Valence and Oculus; DESCO LLC, as manager of Valence and Oculus; and David E. Shaw, as President and sole shareholder of D. E. Shaw & Co., Inc., which is the general partner of DESCO LP, and as President and sole shareholder of D. E. Shaw & Co. II, Inc., which is the managing member of DESCO LLC, may be deemed to be the beneficial owners of the securities reported in this Form 4 for purposes of Rule 16a-1(a) of the Securities Exchange Act of 1934.

F12 · ownership.nature: In accordance with instruction 4(b)(iv), the entire number of securities of the Issuer that may be deemed to be beneficially owned by DESCO LP, DESCO LLC, and David E. Shaw is reported herein. Each of DESCO LP, DESCO LLC, and David E. Shaw disclaims any beneficial ownership of any security listed in this Form 4, except to the extent of any pecuniary interest therein.

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March 01, 2025 Filed Mar 3, 2025 18:25 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Tax withholdingClass A Common Stock 2,406 $34.01 $81,828.06
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · nonDerivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,970

F2 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

F1 · 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.

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March 01, 2025 Filed Mar 4, 2025 16:18 UTC
Riedy Christopher JChief Revenue Officer
Tax withholdingClass A Common Stock 1,125 $34.01 $38,261.25
Disclosure

SEC source: 0001628280-25-009862 · wk-form4_1741123090.xml · nonDerivative · entry 1

Riedy Christopher J · CIK 0002052469 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,259

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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.

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March 01, 2025 Filed Mar 4, 2025 21:11 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Tax withholdingClass A Common Stock 1,194 $34.01 $40,607.94
Disclosure

SEC source: 0001628280-25-009841 · wk-form4_1741122689.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,962

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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.

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March 01, 2025 Filed Mar 4, 2025 21:22 UTC
El Tabib AmirChief Business Dev. Officer
Tax withholdingClass A Common Stock 1,293 $34.01 $43,974.93
Disclosure

SEC source: 0001628280-25-009881 · wk-form4_1741123360.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,838

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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.

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March 01, 2025 Filed Mar 4, 2025 21:21 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
Tax withholdingClass A Common Stock 5,103 $34.01 $173,553.03
Disclosure

SEC source: 0001628280-25-009873 · wk-form4_1741123262.xml · nonDerivative · entry 1

Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 514,703

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

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.

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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.