Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | SR VICE PRESIDENT - ACCOUNTING | September 01, 2026 | September 03, 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 September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,093 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 469 · Balance 34,093 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 21:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 469 | $37.21 | $17,451.49 |
DisclosureSEC source: 0001628280-26-060533 · wk-form4_1788470674.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · SR VICE PRESIDENT - ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,093 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 |
| August 25, 2026 Filed Aug 27, 2026 20:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 406 | $38.44 | $15,606.64 |
DisclosureSEC source: 0001628280-26-059256 · wk-form4_1787861392.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · SR VICE PRESIDENT - ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,562 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 |
| July 31, 2026 Filed Aug 4, 2026 20:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 375 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001628280-26-052641 · wk-form4_1785875551.xml · derivative · entry 4 Chomko Jared · CIK 0001874128 · SR VICE PRESIDENT - ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,609 Underlying: Class A Common Stock · 375 shares Expires 2031-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 20:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,475 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-26-052641 · wk-form4_1785875551.xml · derivative · entry 3 Chomko Jared · CIK 0001874128 · SR VICE PRESIDENT - ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625 Underlying: Class A Common Stock · 1,475 shares Expires 2033-03-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 20:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 375 | $12.45 | $4,668.75 |
DisclosureSEC source: 0001628280-26-052641 · wk-form4_1785875551.xml · nonDerivative · entry 2 Chomko Jared · CIK 0001874128 · SR VICE PRESIDENT - ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,968 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 20:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 1,475 | $10.40 | $15,340.00 |
DisclosureSEC source: 0001628280-26-052641 · wk-form4_1785875551.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · SR VICE PRESIDENT - ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,593 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:27 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 528 | $34.25 | $18,084.00 |
DisclosureSEC source: 0001628280-26-040352 · wk-form4_1780518431.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,118 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs") . F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:29 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 97 | $20.58 | $1,996.26 |
DisclosureSEC source: 0001628280-26-036490 · wk-form4_1779222567.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,646 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 17, 2025 through May 15, 2026. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934. F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired on the Exercise Date (as defined in the ESPP) of May 15, 2026. 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 21:38 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 556 | $24.97 | $13,883.32 |
DisclosureSEC source: 0001628280-26-013928 · wk-form4_1772573892.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,549 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 26, 2026 Filed Jan 28, 2026 21:25 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003850 · wk-form4_1769635550.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,105 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 29, 2025 Filed Dec 31, 2025 21:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,900 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-25-059227 · wk-form4_1767216136.xml · derivative · entry 2 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,100 Underlying: Class A Common Stock · 2,900 shares Expires 2033-03-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| December 29, 2025 Filed Dec 31, 2025 21:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 2,900 | $10.40 | $30,160.00 |
DisclosureSEC source: 0001628280-25-059227 · wk-form4_1767216136.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,105 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:33 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 360 | $23.86 | $8,589.60 |
DisclosureSEC source: 0001628280-25-055065 · wk-form4_1764797582.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,205 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 |
| November 17, 2025 Filed Nov 18, 2025 21:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 38 | $22.58 | $858.04 |
DisclosureSEC source: 0001628280-25-052936 · wk-form4_1763502160.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,565 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of May 15, 2025 through November 17, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934. F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired on the Exercise Date (as defined in the ESPP) of November 17, 2025. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 29, 2025 Filed Oct 1, 2025 20:19 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-043427 · wk-form4_1759349989.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,527 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 the Company's next Quarterly Vesting Date (as defined below), and 1/16th of the RSUs shall vest on each Quarterly Vesting Date thereafter, in each case subject to the Participant continuing to be a Service Provider (as defined in the 2024 Plan) 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 |
| September 01, 2025 Filed Sep 3, 2025 20:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 91 | $26.94 | $2,451.54 |
DisclosureSEC source: 0001874128-25-000003 · wk-form4_1756931022.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,527 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:54 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 107 | $49.99 | $5,348.93 |
DisclosureSEC source: 0001628280-25-029103 · wk-form4_1748984049.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,618 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:48 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 338 | $51.20 | $17,305.60 |
DisclosureSEC source: 0001628280-25-026685 · wk-form4_1747702105.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,725 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 15, 2024 through May 15, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934. F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Purchase Date (as defined in the ESPP) of May 15, 2025. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 27, 2025 Filed Mar 31, 2025 23:14 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 1,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-015735 · wk-form4_1743462840.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,387 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The Vesting Commencement Date is the start date of the Issuer's next permanent Chief Financial Officer. 100% of the RSUs shall vest on the earlier of (i) the one-year anniversary of the Vesting Commencement Date, or (ii) the two-year anniversary of the grant date, each subject to the Grantee remaining a Service Provider (as defined in as such term is defined in the Issuer's 2024 Equity Incentive Plan) through such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 108 | $34.01 | $3,673.08 |
DisclosureSEC source: 0001628280-25-009887 · wk-form4_1741123472.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,976 F1 · shares: 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 24, 2025 Filed Jan 28, 2025 22:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-002842 · wk-form4_1738103012.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,084 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 23:04 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 216 | $73.14 | $15,798.24 |
DisclosureSEC source: 0001628280-24-049819 · wk-form4_1733267066.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,084 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 |
| November 15, 2024 Filed Nov 19, 2024 21:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 284 | $57.05 | $16,202.20 |
DisclosureSEC source: 0001628280-24-048449 · wk-form4_1732051283.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,300 F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of April 18, 2024 through November 15, 2024. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934. F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Exercise Date (as defined in the ESPP) of November 15, 2024. F3 · price: In accordance with the ESPP, the shares were purchased at eighty-five percent (85%) of the Fair Market Value (as defined in the ESPP) of a share of Class A Common Stock on the Exercise Date of November 15, 2024. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 10 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Common Stock · 5,000 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"). F6 · 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 9 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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"). F6 · 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 7,500 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 8 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Underlying: Class A Common Stock · 7,500 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"). F5 · 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 7,500 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 7 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 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"). F5 · 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 1,500 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 6 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Class A Common Stock · 1,500 shares Expires 2031-11-02 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 · derivative.exercise_date: 1/3rd of the shares subject to the option are vested, 1/3rd of the shares subject to the option vest upon completion of the IPO, and 1/3rd of the shares subject to the option vest upon completion of the Issuer's second public earnings release following completion of the IPO. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 1,500 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 5 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2031-11-02 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 · derivative.exercise_date: 1/3rd of the shares subject to the option are vested, 1/3rd of the shares subject to the option vest upon completion of the IPO, and 1/3rd of the shares subject to the option vest upon completion of the Issuer's second public earnings release following completion of the IPO. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 5,984 | Not disclosed Strike: $12.45 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 4 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,984 Underlying: Class A Common Stock · 5,984 shares Expires 2031-05-14 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 · derivative.exercise_date: This option, originally for 10,000 shares of Common Stock, vested as to 1/4th of the shares on March 29, 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 5,984 | Not disclosed Strike: $12.45 | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · derivative · entry 3 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,984 shares Expires 2031-05-14 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 · derivative.exercise_date: This option, originally for 10,000 shares of Common Stock, vested as to 1/4th of the shares on March 29, 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 7,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · nonDerivative · entry 2 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,016 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 · 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 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 7,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011298 · form4-04222024_040407.xml · nonDerivative · entry 1 Chomko Jared · CIK 0001874128 · VICE PRESIDENT, ACCOUNTING 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.