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 |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 13 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2030-12-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 12 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2030-12-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 39,324 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 11 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,324 Underlying: Class A Common Stock · 39,324 shares Expires 2029-12-11 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 39,324 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 10 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 39,324 shares Expires 2029-12-11 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 35,000 | Not disclosed Strike: $5.35 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 9 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Underlying: Class A Common Stock · 35,000 shares Expires 2028-11-13 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 35,000 | Not disclosed Strike: $5.35 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 8 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2028-11-13 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 21,728 | Not disclosed Strike: $5.05 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 7 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,728 Underlying: Class A Common Stock · 21,728 shares Expires 2028-01-25 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 21,728 | Not disclosed Strike: $5.05 | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · derivative · entry 6 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,728 shares Expires 2028-01-25 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 140,538 | $88.00 | $12,367,344.00 |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 5 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 659,923 F4 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, the Reporting Person sold 140,538 shares of Class A Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. The per share sale price reported in this Form 4 does not reflect underwriting discounts. 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 45,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 4 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: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · ownership.nature: 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 800,461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 3 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800,461 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 · 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 | OtherCommon Stock | 45,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.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: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · ownership.nature: 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 800,461 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011309 · form4-04222024_040453.xml · nonDerivative · entry 1 Swanson Luke Roy · CIK 0001873513 · CHIEF TECHNOLOGY OFFICER 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.