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 |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass B Common Stock · Derivative | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 19 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 405,000 Underlying: Class A Common Stock · 405,000 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. F4 · ownership.nature: By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust"). 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 18 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. F3 · ownership.nature: By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass B Common Stock · Derivative | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 17 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 405,000 Underlying: Class A Common Stock · 405,000 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. F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass B Common Stock · Derivative | 2,768,427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · derivative · entry 16 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,768,427 Underlying: Class A Common Stock · 2,768,427 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. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 15 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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. F5 · ownership.nature: By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 14 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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. F4 · ownership.nature: By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 13 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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. F3 · ownership.nature: By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 12 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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. F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 2,768,427 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 11 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384,621 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. F8 · balance_after: These securities are RSUs and PSUs. Each RSU and PSU 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 and PSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 10 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 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"). F5 · ownership.nature: By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 9 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 405,000 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"). F4 · ownership.nature: By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 8 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 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"). F3 · ownership.nature: By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 7 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 405,000 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"). F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 3,153,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 6 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,153,048 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"). F6 · balance_after: Certain of these securities are restricted stock units ("RSUs") and performance stock units ("PSUs"). Each RSU and PSU 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 and PSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 5 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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"). F5 · ownership.nature: By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 4 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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"). F4 · ownership.nature: By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 45,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 3 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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"). F3 · ownership.nature: By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 405,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.xml · nonDerivative · entry 2 Leach Bryan · CIK 0001875168 · Director · CEO AND PRESIDENT · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 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"). F2 · ownership.nature: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 3,153,048 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011310 · form4-04222024_040458.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: 0 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"). 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.