Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | Director · CEO AND PRESIDENT · 10% owner | October 05, 2026 | October 07, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ibotta, Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 823,886 |
Last balance in matching sequence
After 2026-10-06 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2026-10-05 · Exercise / conversion · Acquired 2,999 · Balance 826,885 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F2: 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. Row 2 · 2026-10-05 · Exercise / conversion · Acquired 7,113 · Balance 833,998 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F2: 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. Row 3 · 2026-10-05 · Sale · Disposed 10,049 · Balance 823,949 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.93 to $41.90 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: 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. Row 4 · 2026-10-05 · Sale · Disposed 63 · Balance 823,886 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.03 to $42.05 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: 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. Row 5 · 2026-10-06 · Exercise / conversion · Acquired 5,030 · Balance 828,916 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F2: 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. Row 6 · 2026-10-06 · Sale · Disposed 5,030 · Balance 823,886 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.26 to $41.82 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: 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.99 · Expires 2027-01-16 | Direct | 0 |
Reported balance
After 2026-10-05 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-10-05 · Exercise / conversion · Disposed 2,999 · Balance 0 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F6: All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.05 · Expires 2028-01-25 | Direct | 22,887 |
Reported balance
After 2026-10-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-10-05 · Exercise / conversion · Disposed 7,113 · Balance 22,887 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F6: All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.05 · Expires 2028-01-25 | Direct | 17,857 |
Reported balance
After 2026-10-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-06 · Exercise / conversion · Disposed 5,030 · Balance 17,857 F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F6: All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026.
F2: 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.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.93 to $41.90 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: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.03 to $42.05 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.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.26 to $41.82 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.
F6: All of the shares subject to the option are fully vested and exercisable as of the date hereof.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 23, 2026 Filed Jun 24, 2026 22:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,955 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001628280-26-045308 · wk-form4_1782339559.xml · derivative · entry 6 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 181,704 Underlying: Class A Common Stock · 3,955 shares Expires 2027-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| June 23, 2026 Filed Jun 24, 2026 22:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,955 | $30.31 | $119,894.24 |
DisclosureSEC source: 0001628280-26-045308 · wk-form4_1782339559.xml · nonDerivative · entry 4 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 866,484 F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.01 to $30.95 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 |
| June 23, 2026 Filed Jun 24, 2026 22:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 3,955 | $3.99 | $15,780.45 |
DisclosureSEC source: 0001628280-26-045308 · wk-form4_1782339559.xml · nonDerivative · entry 3 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 870,439 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. 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 22, 2026 Filed Jun 24, 2026 22:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,187 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001628280-26-045308 · wk-form4_1782339559.xml · derivative · entry 5 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,659 Underlying: Class A Common Stock · 11,187 shares Expires 2027-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| June 22, 2026 Filed Jun 24, 2026 22:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 11,187 | $30.56 | $341,895.98 |
DisclosureSEC source: 0001628280-26-045308 · wk-form4_1782339559.xml · nonDerivative · entry 2 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 866,484 F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.13 to $31.02 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 |
| June 22, 2026 Filed Jun 24, 2026 22:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 11,187 | $3.99 | $44,636.13 |
DisclosureSEC source: 0001628280-26-045308 · wk-form4_1782339559.xml · nonDerivative · entry 1 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 877,671 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. 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 10, 2026 Filed Jun 11, 2026 20:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042529 · wk-form4_1781210262.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: 866,484 F1 · kind: Reflects the gift of Class A common stock to a charitable donor advised fund. 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 09, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,748 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · derivative · entry 7 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 196,846 Underlying: Class A Common Stock · 4,748 shares Expires 2027-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| June 09, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,748 | $31.96 | $151,732.79 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · nonDerivative · entry 5 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 916,484 F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.54 to $32.385 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 |
| June 09, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 4,748 | $3.99 | $18,944.52 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · nonDerivative · entry 4 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 921,232 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. 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 08, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,406 | $0.00 Strike: $3.99 | $0.00 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · derivative · entry 6 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,594 Underlying: Class A Common Stock · 10,406 shares Expires 2027-01-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| June 08, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 55 | $32.82 | $1,805.10 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · nonDerivative · entry 3 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 916,484 F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. 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 08, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 10,351 | $32.12 | $332,450.31 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · nonDerivative · entry 2 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 916,539 F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.81 to $32.79 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 |
| June 08, 2026 Filed Jun 10, 2026 20:17 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 10,406 | $3.99 | $41,519.94 |
DisclosureSEC source: 0001628280-26-042217 · wk-form4_1781122666.xml · nonDerivative · entry 1 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 926,890 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 5, 2026. 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 04, 2026 Filed Jun 8, 2026 20:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionClass B Common Stock · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041590 · wk-form4_1780950247.xml · derivative · entry 2 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,208,424 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. F4 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. F4 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041590 · wk-form4_1780950247.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: 916,484 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 · security: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock at the election of, and at no cost to, the Reporting Person. F2 · kind: On June 4, 2026, the Reporting Person converted 50,000 shares of Class B Common Stock into a like number of shares of Class A Common Stock. 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 |
| June 01, 2026 Filed Jun 3, 2026 20:29 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 18,638 | $34.25 | $638,351.50 |
DisclosureSEC source: 0001628280-26-040362 · wk-form4_1780518538.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: 866,484 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 |
| March 02, 2026 Filed Mar 4, 2026 21:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionClass B Common Stock · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014658 · wk-form4_1772659928.xml · derivative · entry 3 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,258,424 Underlying: Class A Common Stock · 60,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. F2 · kind: On March 2, 2026, the reporting person converted 60,000 shares of Class B Common Stock into a like number of shares of Class A Common Stock and gifted (i) 20,000 of such shares of Class A Common Stock to his mother, (ii) 20,000 of such shares of Class A Common Stock to his niece, and (iii) 20,000 of such shares of Class A Common Stock to his nephew. The gift transactions are exempt from Section 16(b) by virtue of Rule 16b-5 promulgated under the Securities Act of 1933, as amended. F4 · derivative.exercise_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. F4 · derivative.expiration_date: Shares of Class B Common Stock are convertible into shares of Class A Common Stock on a 1-for-1 basis at no cost, at any time, at the election of the holder. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014658 · wk-form4_1772659928.xml · nonDerivative · entry 2 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 885,122 F2 · kind: On March 2, 2026, the reporting person converted 60,000 shares of Class B Common Stock into a like number of shares of Class A Common Stock and gifted (i) 20,000 of such shares of Class A Common Stock to his mother, (ii) 20,000 of such shares of Class A Common Stock to his niece, and (iii) 20,000 of such shares of Class A Common Stock to his nephew. The gift transactions are exempt from Section 16(b) by virtue of Rule 16b-5 promulgated under the Securities Act of 1933, as amended. 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 |
| March 02, 2026 Filed Mar 4, 2026 21:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionClass A Common Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-014658 · wk-form4_1772659928.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: 945,122 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 · security: Each share of Class A Common Stock was issued upon conversion of one share of Class B Common Stock at the election of, and at no cost to, the reporting person. F2 · kind: On March 2, 2026, the reporting person converted 60,000 shares of Class B Common Stock into a like number of shares of Class A Common Stock and gifted (i) 20,000 of such shares of Class A Common Stock to his mother, (ii) 20,000 of such shares of Class A Common Stock to his niece, and (iii) 20,000 of such shares of Class A Common Stock to his nephew. The gift transactions are exempt from Section 16(b) by virtue of Rule 16b-5 promulgated under the Securities Act of 1933, as amended. 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 |
| March 01, 2026 Filed Mar 3, 2026 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 14,820 | $24.97 | $370,055.40 |
DisclosureSEC source: 0001628280-26-013927 · wk-form4_1772573851.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: 885,122 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 |
| January 08, 2026 Filed Jan 12, 2026 21:20 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 407,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001836 · wk-form4_1768252802.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: 899,942 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 shall vest on March 2, 2026, and 1/16th of the RSUs shall vest on each Quarterly Vesting Date (as defined below) thereafter, in each case subject to the Reporting Person's continuous service through such vesting date. "Quarterly Vesting Date" means the first trading day on or after each of March 1, June 1, September 1, and December 1. 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 01, 2025 Filed Dec 3, 2025 21:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 7,489 | $23.86 | $178,687.54 |
DisclosureSEC source: 0001628280-25-055064 · wk-form4_1764797542.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: 492,236 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 |
| September 01, 2025 Filed Sep 3, 2025 20:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 7,489 | $26.94 | $201,753.66 |
DisclosureSEC source: 0001875168-25-000003 · wk-form4_1756931524.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: 499,725 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 | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 7,489 | $49.99 | $374,375.11 |
DisclosureSEC 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 |
| March 01, 2025 Filed Mar 4, 2025 21:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 5,103 | $34.01 | $173,553.03 |
DisclosureSEC 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. Read SEC document |
| January 13, 2025 Filed Jan 16, 2025 00:40 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 148,654 | $0.00 | $0.00 |
DisclosureSEC 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 |
| December 01, 2024 Filed Dec 3, 2024 22:47 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 13,469 | $73.14 | $985,122.66 |
DisclosureSEC source: 0001628280-24-049806 · wk-form4_1733266033.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: 371,152 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 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 41 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2033-03-07 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F18 · 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 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 40 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2033-03-07 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F18 · 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 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 39 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2032-02-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F17 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 38 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2032-02-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F17 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 176,471 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 37 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,471 Underlying: Class A Common Stock · 176,471 shares Expires 2031-07-15 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F16 · derivative.exercise_date: 1/48th of the shares subject to the option vested on August 15, 2022 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 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 176,471 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 36 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 176,471 shares Expires 2031-07-15 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F16 · derivative.exercise_date: 1/48th of the shares subject to the option vested on August 15, 2022 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 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 176,471 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 35 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,471 Underlying: Class A Common Stock · 176,471 shares Expires 2031-07-15 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F15 · 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. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 176,471 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 34 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 176,471 shares Expires 2031-07-15 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F15 · 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. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 250,000 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 33 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Class A Common Stock · 250,000 shares Expires 2030-12-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F14 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 250,000 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 32 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 250,000 shares Expires 2030-12-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F14 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 31 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2029-12-11 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 30 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2029-12-11 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $5.35 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 29 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2028-11-13 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $5.35 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 28 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2028-11-13 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $5.05 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 27 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2028-01-25 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $5.05 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 26 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2028-01-25 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 212,000 | Not disclosed Strike: $3.99 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 25 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,000 Underlying: Class A Common Stock · 212,000 shares Expires 2027-01-16 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 212,000 | Not disclosed Strike: $3.99 | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 24 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 212,000 shares Expires 2027-01-16 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass B Common Stock · Derivative | 40,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 23 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 364,500 Underlying: Class A Common Stock · 40,500 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F10 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) Bryan Leach sold 450,003 shares of Class B Common Stock of the Issuer, (ii) the Elysian 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer, and (iii) the Orion 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. Each such share of Class B Common Stock automatically converted into one share of Class A Common Stock immediately following such sales to the Underwriters. The per share sale price reported in this Form 4 does not reflect underwriting discounts. F7 · price: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors. F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F12 · ownership.nature: The shares are held by the Orion 2021 Legacy Trust. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass B Common Stock · Derivative | 40,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 22 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 364,500 Underlying: Class A Common Stock · 40,500 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F10 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) Bryan Leach sold 450,003 shares of Class B Common Stock of the Issuer, (ii) the Elysian 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer, and (iii) the Orion 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. Each such share of Class B Common Stock automatically converted into one share of Class A Common Stock immediately following such sales to the Underwriters. The per share sale price reported in this Form 4 does not reflect underwriting discounts. F7 · price: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors. F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F11 · ownership.nature: The shares are held by the Elysian 2021 Legacy Trust. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass B Common Stock · Derivative | 450,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 21 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,318,424 Underlying: Class A Common Stock · 450,003 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F10 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) Bryan Leach sold 450,003 shares of Class B Common Stock of the Issuer, (ii) the Elysian 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer, and (iii) the Orion 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. Each such share of Class B Common Stock automatically converted into one share of Class A Common Stock immediately following such sales to the Underwriters. The per share sale price reported in this Form 4 does not reflect underwriting discounts. F7 · price: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors. F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass B Common Stock · Derivative | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 20 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 shares Expires not disclosed F9 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F7 · kind: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors. F7 · price: Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors. F9 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F9 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F5 · ownership.nature: By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.