Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | CHIEF TECHNOLOGY OFFICER | October 01, 2026 | October 05, 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 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 443,692 |
Last balance in matching sequence
After 2026-10-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-10-01 · Sale · Disposed 4,124 · Balance 445,508 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 6, 2026. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.98 to $39.975 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: 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 · 2026-10-01 · Sale · Disposed 1,816 · Balance 443,692 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 6, 2026. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.99 to $40.315 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 240,758 |
Reported balance
After 2026-10-01 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-10-01 · Sale · Disposed 4,124 · Balance 240,758 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 6, 2026. F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.98 to $39.975 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: These shares are held by Reporting Person's spouse. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 238,942 |
Reported balance
After 2026-10-01 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-10-01 · Sale · Disposed 1,816 · Balance 238,942 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 6, 2026. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.99 to $40.315 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: These shares are held by Reporting Person's spouse. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 45,045 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 45,045 F6: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 202,000 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 202,000 F7: These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries. |
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 6, 2026.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.98 to $39.975 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F3: 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.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.99 to $40.315 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: These shares are held by Reporting Person's spouse.
F6: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children.
F7: These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,816 | $40.20 | $72,998.12 |
DisclosureSEC source: 0001628280-26-065003 · wk-form4_1791233855.xml · nonDerivative · entry 4 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 238,942 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $39.99 to $40.315 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,124 | $39.62 | $163,380.10 |
DisclosureSEC source: 0001628280-26-065003 · wk-form4_1791233855.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 240,758 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.98 to $39.975 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,816 | $40.20 | $72,997.75 |
DisclosureSEC source: 0001628280-26-065003 · wk-form4_1791233855.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 443,692 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $39.99 to $40.315 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,124 | $39.62 | $163,380.10 |
DisclosureSEC source: 0001628280-26-065003 · wk-form4_1791233855.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 445,508 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.98 to $39.975 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 10, 2026 Filed Sep 25, 2026 21:40 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 16,500 | $40.07 | $661,216.05 |
DisclosureSEC source: 0001628280-26-063626 · wk-form4a_1790372448.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 449,632 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · shares: The original Form 4, filed on September 14, 2026, overstated the number of shares sold on September 10, 2026 by 3,600 shares, and as a result reported an incorrect amount, sale price, and amount of securities beneficially owned following the reported transactions. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.90 to $40.41 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 · 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 10, 2026 Filed Sep 14, 2026 20:39 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,600 | $39.90 | $143,640.00 |
DisclosureSEC source: 0001628280-26-061864 · wk-form4_1789418346.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 202,000 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F6 · ownership.nature: These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 20:39 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 16,500 | $40.07 | $661,227.60 |
DisclosureSEC source: 0001628280-26-061864 · wk-form4_1789418346.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 244,882 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $39.90 to $40.415 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 20:39 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 20,100 | $40.04 | $804,856.26 |
DisclosureSEC source: 0001628280-26-061864 · wk-form4_1789418346.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 446,032 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.90 to $40.41 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:34 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,082 | $37.30 | $114,946.89 |
DisclosureSEC source: 0001628280-26-060541 · wk-form4_1788471276.xml · nonDerivative · entry 5 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 261,382 F3 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 2026. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.23 to $37.41 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. F7 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:34 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,858 | $36.63 | $104,685.68 |
DisclosureSEC source: 0001628280-26-060541 · wk-form4_1788471276.xml · nonDerivative · entry 4 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 264,464 F3 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 2026. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.23 to $37.22 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. F7 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 21:34 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,082 | $37.28 | $114,900.97 |
DisclosureSEC source: 0001628280-26-060541 · wk-form4_1788471276.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 466,132 F3 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 2026. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.19 to $37.40 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 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, 2026 Filed Sep 3, 2026 21:34 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,858 | $36.62 | $104,666.53 |
DisclosureSEC source: 0001628280-26-060541 · wk-form4_1788471276.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 469,214 F3 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 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 $36.18 to $37.17 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 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, 2026 Filed Sep 3, 2026 21:34 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 11,692 | $37.21 | $435,059.32 |
DisclosureSEC source: 0001628280-26-060541 · wk-form4_1788471276.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 472,072 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 07, 2026 Filed Aug 11, 2026 20:33 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 200 | $39.90 | $7,980.00 |
DisclosureSEC source: 0001628280-26-055743 · wk-form4_1786480405.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 267,322 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 2026. F5 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:33 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 400 | $39.90 | $15,961.00 |
DisclosureSEC source: 0001628280-26-055743 · wk-form4_1786480405.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 205,600 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.90 to $39.91 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F4 · ownership.nature: These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:33 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 200 | $39.91 | $7,981.00 |
DisclosureSEC source: 0001628280-26-055743 · wk-form4_1786480405.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 483,764 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.90 to $39.91 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 20:49 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 126 | $25.12 | $3,164.68 |
DisclosureSEC source: 0001628280-26-053458 · wk-form4_1785962959.xml · nonDerivative · entry 4 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 267,522 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $25.09 to $25.23 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 20:49 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,814 | $24.44 | $142,102.30 |
DisclosureSEC source: 0001628280-26-053458 · wk-form4_1785962959.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 267,648 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.05 to $24.93 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 20:49 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 126 | $25.12 | $3,164.68 |
DisclosureSEC source: 0001628280-26-053458 · wk-form4_1785962959.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 483,964 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $25.09 to $25.23 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 20:49 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,814 | $24.46 | $142,197.07 |
DisclosureSEC source: 0001628280-26-053458 · wk-form4_1785962959.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 484,090 F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.05 to $24.95 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. 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 |
| July 01, 2026 Filed Jul 6, 2026 21:08 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,241 | $35.44 | $114,864.28 |
DisclosureSEC source: 0001628280-26-047335 · wk-form4_1783372097.xml · nonDerivative · entry 4 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 273,462 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 6, 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 $35.18 to $35.94 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:08 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,699 | $34.77 | $93,854.76 |
DisclosureSEC source: 0001628280-26-047335 · wk-form4_1783372097.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 276,703 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 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.175 to $35.165 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:08 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,241 | $35.44 | $114,863.96 |
DisclosureSEC source: 0001628280-26-047335 · wk-form4_1783372097.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 489,904 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 6, 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 $35.18 to $35.94 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:08 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,699 | $34.77 | $93,854.76 |
DisclosureSEC source: 0001628280-26-047335 · wk-form4_1783372097.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 493,145 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 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.175 to $35.165 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 807 | $33.71 | $27,207.28 |
DisclosureSEC source: 0001628280-26-041587 · wk-form4_1780950197.xml · nonDerivative · entry 4 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 279,402 F1 · shares: The transaction reflected on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $33.518 to $33.94 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,133 | $32.86 | $168,679.11 |
DisclosureSEC source: 0001628280-26-041587 · wk-form4_1780950197.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Indirect · See footnote Disclosed balance after: 280,209 F1 · shares: The transaction reflected on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.51 to $33.495 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 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 808 | $33.71 | $27,241.15 |
DisclosureSEC source: 0001628280-26-041587 · wk-form4_1780950197.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 495,844 F1 · shares: The transaction reflected on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 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 $33.518 to $33.94 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:23 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,132 | $32.86 | $168,645.73 |
DisclosureSEC source: 0001628280-26-041587 · wk-form4_1780950197.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 496,652 F1 · shares: The transaction reflected on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.51 to $33.495 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 11,640 | $34.25 | $398,670.00 |
DisclosureSEC source: 0001628280-26-040360 · wk-form4_1780518517.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 501,784 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, 2026 Filed Mar 3, 2026 21:35 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 7,684 | $24.97 | $191,869.48 |
DisclosureSEC source: 0001628280-26-013915 · wk-form4_1772573691.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 513,424 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 21:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 265,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001842 · wk-form4_1768253064.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,108 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 21:29 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 4,426 | $23.86 | $105,604.36 |
DisclosureSEC source: 0001628280-25-055057 · wk-form4_1764797385.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,386 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 |
| October 06, 2025 Filed Oct 8, 2025 20:40 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,167 | $0.00 Strike: $5.35 | $0.00 |
DisclosureSEC source: 0001628280-25-044617 · wk-form4_1759956007.xml · derivative · entry 5 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,833 Underlying: Class A Common Stock · 14,167 shares Expires 2028-11-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof. Read SEC document |
| October 06, 2025 Filed Oct 8, 2025 20:40 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 14,167 | $5.35 | $75,793.45 |
DisclosureSEC source: 0001628280-25-044617 · wk-form4_1759956007.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,812 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 |
| September 01, 2025 Filed Sep 3, 2025 20:25 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 4,426 | $26.94 | $119,236.44 |
DisclosureSEC source: 0001873513-25-000003 · wk-form4_1756931103.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,645 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 3,721 | $49.99 | $186,012.79 |
DisclosureSEC source: 0001628280-25-029108 · wk-form4_1748984259.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,071 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs"). F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:14 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 2,909 | $34.01 | $98,935.09 |
DisclosureSEC source: 0001628280-25-009848 · wk-form4_1741122853.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,792 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 00:35 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 96,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001651 · wk-form4_1736987695.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,701 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 23, 2024 Filed Dec 27, 2024 21:04 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 206,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052500 · wk-form4_1735333436.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 206,000 F1 · kind: This transfer was made from Flat Tops Ventures, LLC to Flat Tops 2024 Trust. F3 · ownership.nature: These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries. Read SEC document |
| December 23, 2024 Filed Dec 27, 2024 21:04 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 206,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052500 · wk-form4_1735333436.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 45,045 F1 · kind: This transfer was made from Flat Tops Ventures, LLC to Flat Tops 2024 Trust. F2 · ownership.nature: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children. Read SEC document |
| December 06, 2024 Filed Dec 11, 2024 00:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 285,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-050685 · wk-form4_1733878657.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 285,342 F5 · ownership.nature: These shares are held by Reporting Person's spouse. Read SEC document |
| December 06, 2024 Filed Dec 11, 2024 00:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 206,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-050685 · wk-form4_1733878657.xml · nonDerivative · entry 2 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 251,045 F4 · ownership.nature: The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children. Read SEC document |
| December 06, 2024 Filed Dec 11, 2024 00:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 491,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-050685 · wk-form4_1733878657.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,076 F1 · shares: The Reporting Person transferred 285,342 shares to his spouse. F2 · shares: The Reporting Person transferred 206,000 shares to Flat Top Ventures, LLC. F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 22:49 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 8,505 | $73.14 | $622,055.70 |
DisclosureSEC source: 0001628280-24-049810 · wk-form4_1733266186.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 651,418 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 | 40,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 19 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 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"). F9 · 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 | 40,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 18 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 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"). F9 · 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: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 17 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 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"). F8 · 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: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 16 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 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"). F8 · 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 | 71,670 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 15 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,670 Underlying: Class A Common Stock · 71,670 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"). F7 · 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 | 71,670 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 14 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 71,670 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"). F7 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.