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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
January 22, 2025 Filed Jan 24, 2025 21:42 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,250 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-002478 · wk-form4_1737754968.xml · derivative · entry 5

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 · 1,250 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.

F2 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
January 22, 2025 Filed Jan 24, 2025 21:42 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 659 $25.64 $16,896.76
Disclosure

SEC source: 0001628280-25-002478 · wk-form4_1737754968.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,131

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
January 22, 2025 Filed Jan 24, 2025 21:42 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 104 $10.40 $1,081.60
Disclosure

SEC source: 0001628280-25-002478 · wk-form4_1737754968.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,472

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
January 22, 2025 Filed Jan 24, 2025 21:42 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 179 $19.25 $3,445.75
Disclosure

SEC source: 0001628280-25-002478 · wk-form4_1737754968.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,368

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
January 22, 2025 Filed Jan 24, 2025 21:42 UTC
El Tabib AmirChief Business Dev. Officer
Exercise / conversionClass A Common Stock 1,250 $8.30 $10,375.00
Disclosure

SEC source: 0001628280-25-002478 · wk-form4_1737754968.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,189

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
January 17, 2025 Filed Jan 22, 2025 16:57 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 176 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · derivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,824

Underlying: Class A Common Stock · 176 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.

F5 · 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
January 17, 2025 Filed Jan 22, 2025 16:57 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 600 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · derivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,331

Underlying: Class A Common Stock · 600 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: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
January 17, 2025 Filed Jan 22, 2025 16:57 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
SaleClass A Common Stock 776 $75.09 $58,266.35
Disclosure

SEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · nonDerivative · entry 3

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 214,966

F2 · shares: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.19 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.

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
January 17, 2025 Filed Jan 22, 2025 16:57 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 176 $10.40 $1,830.40
Disclosure

SEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,742

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
January 17, 2025 Filed Jan 22, 2025 16:57 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Exercise / conversionClass A Common Stock 600 $8.30 $4,980.00
Disclosure

SEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,566

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
January 13, 2025 Filed Jan 16, 2025 00:31 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
GrantClass A Common Stock 38,471 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001647 · wk-form4_1736987470.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,156

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
January 13, 2025 Filed Jan 15, 2025 19:33 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
GrantClass A Common Stock 59,461 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001649 · wk-form4_1736987601.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,966

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
January 13, 2025 Filed Jan 16, 2025 00:37 UTC
El Tabib AmirChief Business Dev. Officer
GrantClass A Common Stock 34,235 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001655 · wk-form4_1736987858.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,939

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
January 13, 2025 Filed Jan 16, 2025 00:40 UTC
Leach BryanDirector · CEO AND PRESIDENT · 10% owner
GrantClass A Common Stock 148,654 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001659 · wk-form4_1736988033.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: 519,806

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
January 13, 2025 Filed Jan 16, 2025 00:35 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
GrantClass A Common Stock 96,625 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001651 · wk-form4_1736987695.xml · nonDerivative · entry 1

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,701

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
January 13, 2025 Filed Jan 16, 2025 00:39 UTC
Shapiro David TCHIEF LEGAL OFFICER
GrantClass A Common Stock 37,683 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001657 · wk-form4_1736987951.xml · nonDerivative · entry 1

Shapiro David T · CIK 0001449093 · CHIEF LEGAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,767

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
January 13, 2025 Filed Jan 15, 2025 19:36 UTC
PATEL SUNIT SCHIEF FINANCIAL OFFICER
GrantClass A Common Stock 96,625 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-001653 · wk-form4_1736987778.xml · nonDerivative · entry 1

PATEL SUNIT S · CIK 0001233367 · CHIEF FINANCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 557,935

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. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each 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
December 30, 2024 Filed Dec 31, 2024 22:43 UTC
DOSHI AMITDirector
OtherClass A Common Stock 8,482 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052653 · wk-form4_1735685020.xml · nonDerivative · entry 1

DOSHI AMIT · CIK 0001638194 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 0

F1 · kind: These shares were distributed by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund") to certain of its limited partners on a pro rata basis for no consideration, and this transaction does not represent a sale by the Reporting Person.

F2 · ownership.nature: The shares were held by Harbor Spring Master Fund. Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 21:04 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherClass A Common Stock 206,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052500 · wk-form4_1735333436.xml · nonDerivative · entry 2

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 206,000

F1 · kind: This transfer was made from Flat Tops Ventures, LLC to Flat Tops 2024 Trust.

F3 · ownership.nature: These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 21:04 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
OtherClass A Common Stock 206,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052500 · wk-form4_1735333436.xml · nonDerivative · entry 1

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 45,045

F1 · kind: This transfer was made from Flat Tops Ventures, LLC to Flat Tops 2024 Trust.

F2 · ownership.nature: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 21:06 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 521 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-24-051861 · wk-form4_1734555967.xml · derivative · entry 5

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 13,021

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.

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 2024.

F6 · derivative.exercise_date: This option, originally for 25,000 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
December 16, 2024 Filed Dec 18, 2024 21:06 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 75 $75.24 $5,643.01
Disclosure

SEC source: 0001628280-24-051861 · wk-form4_1734555967.xml · nonDerivative · entry 4

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,685

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 2024.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in two transactions at prices of $75.24 and $75.25 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 · 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
December 16, 2024 Filed Dec 18, 2024 21:06 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 270 $74.44 $20,097.83
Disclosure

SEC source: 0001628280-24-051861 · wk-form4_1734555967.xml · nonDerivative · entry 3

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,760

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 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 $74.14 to $75.09 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
December 16, 2024 Filed Dec 18, 2024 21:06 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 176 $73.30 $12,900.38
Disclosure

SEC source: 0001628280-24-051861 · wk-form4_1734555967.xml · nonDerivative · entry 2

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,030

F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 2024.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.94 to $73.77 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
December 16, 2024 Filed Dec 18, 2024 21:06 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Exercise / conversionClass A Common Stock 521 $10.40 $5,418.40
Disclosure

SEC source: 0001628280-24-051861 · wk-form4_1734555967.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 23,206

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 · kind: The transactions reported on this Form 4 were 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
December 12, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 1,002 $74.76 $74,914.03
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 10

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 100,142

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.53 to $75.1150 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 LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.

Read SEC document
December 12, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 36,557 $73.75 $2,695,895.97
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 9

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 101,144

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.5050 to $74.45 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 LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.

Read SEC document
December 12, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 50,668 $73.29 $3,713,432.39
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 8

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 137,701

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.50 to $73.50 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.

F4 · ownership.nature: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.

Read SEC document
December 12, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 648 $74.76 $48,447.14
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 7

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 64,599

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.53 to $75.1150 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 Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.

Read SEC document
December 12, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 23,581 $73.74 $1,738,978.49
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 6

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 65,247

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.5050 to $74.45 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 Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.

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December 12, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 32,685 $73.29 $2,395,467.31
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 5

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 88,828

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.50 to $73.50 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 · ownership.nature: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.

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December 11, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 308 $74.57 $22,967.22
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 4

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 188,369

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.52 to $74.72 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 LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.

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December 11, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 11,608 $73.98 $858,803.95
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 3

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 188,677

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.51 to $74.47 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 LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.

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December 11, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 200 $74.57 $14,913.74
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 2

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 121,513

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.52 to $74.72 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 Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.

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December 11, 2024 Filed Dec 13, 2024 00:02 UTC SaleClass A Common Stock 7,486 $73.98 $553,841.98
Disclosure

SEC source: 0001628280-24-051105 · wk-form4_1734048125.xml · nonDerivative · entry 1

Lehrman Thomas D · CIK 0001881476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 121,713

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.51 to $74.47 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 Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.

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December 06, 2024 Filed Dec 11, 2024 00:57 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
GiftClass A Common Stock 285,342 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-050685 · wk-form4_1733878657.xml · nonDerivative · entry 3

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 285,342

F5 · ownership.nature: These shares are held by Reporting Person's spouse.

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December 06, 2024 Filed Dec 11, 2024 00:57 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
GiftClass A Common Stock 206,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-050685 · wk-form4_1733878657.xml · nonDerivative · entry 2

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 251,045

F4 · ownership.nature: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children.

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December 06, 2024 Filed Dec 11, 2024 00:57 UTC
Swanson Luke RoyCHIEF TECHNOLOGY OFFICER
GiftClass A Common Stock 491,342 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-050685 · wk-form4_1733878657.xml · nonDerivative · entry 1

Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160,076

F1 · shares: The Reporting Person transferred 285,342 shares to his spouse.

F2 · shares: The Reporting Person transferred 206,000 shares to Flat Top Ventures, LLC.

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.

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December 05, 2024 Filed Dec 9, 2024 21:18 UTC
DOSHI AMITDirector
OtherClass A Common Stock 178,081 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-050460 · wk-form4_1733779120.xml · nonDerivative · entry 1

DOSHI AMIT · CIK 0001638194 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 8,482

F1 · kind: These shares were distributed by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund") to its limited partners on a pro rata basis for no consideration, and this transaction does not represent a sale by the reporting person.

F2 · ownership.nature: The shares are held by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund.

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December 04, 2024 Filed Dec 5, 2024 21:45 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 4,763 $71.93 $342,602.59
Disclosure

SEC source: 0001628280-24-050093 · wk-form4_1733435114.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,685

F1 · kind: The transaction reported 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.

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December 03, 2024 Filed Dec 5, 2024 21:47 UTC
DOSHI AMITDirector
SaleClass A Common Stock 946 $74.96 $70,910.74
Disclosure

SEC source: 0001628280-24-050095 · wk-form4_1733435218.xml · nonDerivative · entry 3

DOSHI AMIT · CIK 0001638194 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 186,563

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.76 to $75.58 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 Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund.

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December 03, 2024 Filed Dec 5, 2024 21:47 UTC
DOSHI AMITDirector
SaleClass A Common Stock 5,207 $74.14 $386,065.20
Disclosure

SEC source: 0001628280-24-050095 · wk-form4_1733435218.xml · nonDerivative · entry 2

DOSHI AMIT · CIK 0001638194 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 187,509

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.71 to $74.63 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 Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund.

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December 03, 2024 Filed Dec 5, 2024 21:47 UTC
DOSHI AMITDirector
SaleClass A Common Stock 7,284 $73.15 $532,826.79
Disclosure

SEC source: 0001628280-24-050095 · wk-form4_1733435218.xml · nonDerivative · entry 1

DOSHI AMIT · CIK 0001638194 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 192,716

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.65 to $73.64 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 Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund.

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December 02, 2024 Filed Dec 3, 2024 22:50 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Exercise / conversionEmployee Stock Option (right to buy) · Derivative 8,888 $0.00 Strike: $22.20 $0.00
Disclosure

SEC source: 0001628280-24-049812 · wk-form4_1733266248.xml · derivative · entry 5

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,562

Underlying: Class A Common Stock · 8,888 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.

F3 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 2024.

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested 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.

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December 02, 2024 Filed Dec 3, 2024 22:50 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 170 $76.22 $12,957.81
Disclosure

SEC source: 0001628280-24-049812 · wk-form4_1733266248.xml · nonDerivative · entry 4

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,448

F3 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 2024.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in two transactions at prices of $76.21 and $76.24 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.

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December 02, 2024 Filed Dec 3, 2024 22:50 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
SaleClass A Common Stock 8,718 $75.47 $657,935.25
Disclosure

SEC source: 0001628280-24-049812 · wk-form4_1733266248.xml · nonDerivative · entry 3

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,618

F3 · kind: These transactions were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on August 27, 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 $75.00 to $75.99 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.

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December 02, 2024 Filed Dec 3, 2024 22:50 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Exercise / conversionClass A Common Stock 8,888 $22.20 $197,313.60
Disclosure

SEC source: 0001628280-24-049812 · wk-form4_1733266248.xml · nonDerivative · entry 2

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 36,336

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 · kind: These transactions were 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.

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December 01, 2024 Filed Dec 3, 2024 22:50 UTC
Daspit MarisaCHIEF PEOPLE OFFICER
Tax withholdingClass A Common Stock 3,706 $73.14 $271,056.84
Disclosure

SEC source: 0001628280-24-049812 · wk-form4_1733266248.xml · nonDerivative · entry 1

Daspit Marisa · CIK 0002017890 · CHIEF PEOPLE OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 27,448

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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December 01, 2024 Filed Dec 3, 2024 17:46 UTC
Donahue Richard I.CHIEF MARKETING OFFICER
Tax withholdingClass A Common Stock 4,186 $73.14 $306,164.04
Disclosure

SEC source: 0001628280-24-049804 · wk-form4_1733265982.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,505

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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December 01, 2024 Filed Dec 3, 2024 22:48 UTC
El Tabib AmirChief Business Dev. Officer
Tax withholdingClass A Common Stock 4,635 $73.14 $339,003.90
Disclosure

SEC source: 0001628280-24-049808 · wk-form4_1733266132.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,704

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.