Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | Director | August 13, 2026 | August 17, 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 August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,120 |
Last balance in matching sequence
After 2026-08-13 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-13 · Sale · Disposed 12,221 · Balance 41,825 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Row 2 · 2026-08-13 · Sale · Disposed 3,705 · Balance 38,120 F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.78 to $38.19 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 16,788 |
Reported balance
After 2026-08-13 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-13 · Sale · Disposed 5,327 · Balance 16,788 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F4: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 16,490 |
Reported balance
After 2026-08-13 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-08-13 · Sale · Disposed 298 · Balance 16,490 F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.81 to $37.96 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F4: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 26,031 |
Reported balance
After 2026-08-13 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-08-13 · Sale · Disposed 8,261 · Balance 26,031 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 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: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 25,570 |
Reported balance
After 2026-08-13 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-08-13 · Sale · Disposed 461 · Balance 25,570 F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.81 to $37.96 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: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.78 to $38.19 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F4: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.81 to $37.96 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: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.
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 |
|---|---|---|---|---|---|---|
| November 22, 2024 Filed Nov 25, 2024 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,696 | $67.36 | $248,952.58 |
DisclosureSEC source: 0001628280-24-049154 · wk-form4_1732570624.xml · nonDerivative · entry 6 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 30,875 F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.53 to $67.51 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 9,894 | $67.64 | $669,221.26 |
DisclosureSEC source: 0001628280-24-049154 · wk-form4_1732570624.xml · nonDerivative · entry 5 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 34,571 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.25 to $68.1 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 15,461 | $66.47 | $1,027,728.23 |
DisclosureSEC source: 0001628280-24-049154 · wk-form4_1732570624.xml · nonDerivative · entry 4 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 44,465 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.08 to $66.6176 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,309 | $65.72 | $348,897.92 |
DisclosureSEC source: 0001628280-24-049154 · wk-form4_1732570624.xml · nonDerivative · entry 3 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 59,926 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.0697 to $66.0473 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,947 | $64.47 | $125,528.35 |
DisclosureSEC source: 0001628280-24-049154 · wk-form4_1732570624.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 65,235 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.02 to $64.8302 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 324 | $63.75 | $20,654.68 |
DisclosureSEC source: 0001628280-24-049154 · wk-form4_1732570624.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 67,182 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.00 to $63.9557 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 20, 2024 Filed Nov 20, 2024 23:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,367 | $64.57 | $217,410.56 |
DisclosureSEC source: 0001628280-24-048725 · wk-form4_1732145326.xml · nonDerivative · entry 6 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 67,506 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.50 to $64.75 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 20, 2024 Filed Nov 20, 2024 23:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 17,917 | $63.49 | $1,137,548.54 |
DisclosureSEC source: 0001628280-24-048725 · wk-form4_1732145326.xml · nonDerivative · entry 5 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 70,873 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.03 to $63.9453 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 23:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 300 | $65.56 | $19,668.00 |
DisclosureSEC source: 0001628280-24-048725 · wk-form4_1732145326.xml · nonDerivative · entry 4 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 88,790 F2 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 23:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 11,054 | $64.91 | $717,491.93 |
DisclosureSEC source: 0001628280-24-048725 · wk-form4_1732145326.xml · nonDerivative · entry 3 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 89,090 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.50 to $65.44 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 23:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,386 | $66.36 | $224,696.31 |
DisclosureSEC source: 0001628280-24-048725 · wk-form4_1732145326.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 100,144 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.0013 to $66.6306 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 23:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 37,742 | $65.40 | $2,468,175.83 |
DisclosureSEC source: 0001628280-24-048725 · wk-form4_1732145326.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 103,530 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $66.00 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:51 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 10,354 | $51.26 | $530,769.85 |
DisclosureSEC source: 0001628280-24-040365 · wk-form4_1726260698.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,947 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.58 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 20:10 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 15,000 | $50.10 | $751,510.50 |
DisclosureSEC source: 0001628280-24-040133 · wk-form4_1726085434.xml · nonDerivative · entry 3 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,954 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.30 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| September 10, 2024 Filed Sep 13, 2024 01:43 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 15,000 | $50.08 | $751,162.50 |
DisclosureSEC source: 0001628280-24-040286 · wk-form4a_1726191791.xml · nonDerivative · entry 3 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,301 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.00 to $50.30 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. The original Form 4, filed September 11, 2024, reported an incorrect sale price in column 4. 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 09, 2024 Filed Sep 11, 2024 20:10 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 100 | $52.02 | $5,202.00 |
DisclosureSEC source: 0001628280-24-040133 · wk-form4_1726085434.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,954 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 |
| September 09, 2024 Filed Sep 11, 2024 20:10 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 17,377 | $51.34 | $892,084.79 |
DisclosureSEC source: 0001628280-24-040133 · wk-form4_1726085434.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,054 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.93 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. 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 |
| September 09, 2024 Filed Sep 13, 2024 01:43 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 100 | $52.02 | $5,202.00 |
DisclosureSEC source: 0001628280-24-040286 · wk-form4a_1726191791.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,301 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 09, 2024 Filed Sep 13, 2024 01:43 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 23,030 | $51.21 | $1,179,373.21 |
DisclosureSEC source: 0001628280-24-040286 · wk-form4a_1726191791.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,401 F1 · shares: The original Form 4, filed September 11, 2024, omitted 5,653 shares sold on September 9, 2024, and as a result reported an incorrect amount, sale price, and amount of securities beneficially owned following the reported transactions. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.93 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. 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 05, 2024 Filed Sep 6, 2024 21:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,004 | $55.14 | $110,505.77 |
DisclosureSEC source: 0001628280-24-039742 · wk-form4_1725658926.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 141,272 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.35 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 05, 2024 Filed Sep 6, 2024 21:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,293 | $52.97 | $121,452.18 |
DisclosureSEC source: 0001628280-24-039742 · wk-form4_1725658926.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 143,276 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.73 to $53.18 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 · ownership.nature: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 04, 2024 Filed Sep 5, 2024 20:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 6,406 | $55.21 | $353,677.82 |
DisclosureSEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 5 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 145,569 F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.63 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: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 858 | $57.46 | $49,301.02 |
DisclosureSEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 4 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 151,975 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.39 to $57.51 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: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 20,111 | $56.82 | $1,142,658.75 |
DisclosureSEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 3 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 152,833 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.355 to $57.33 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: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,645 | $55.59 | $202,629.56 |
DisclosureSEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 172,944 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.11 to $56.01 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: The shares are held by Teamworthy Ventures I LP, formerly known as Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 20:42 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,366 | $56.27 | $301,956.63 |
DisclosureSEC source: 0001628280-24-039558 · wk-form4_1725568928.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,431 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.01 to $56.50 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C-1 Preferred Stock · Derivative | 94,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 27 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 94,781 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · derivative.exercise_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · derivative.expiration_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F9 · ownership.nature: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control ("LFP 2, LLC"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C-1 Preferred Stock · Derivative | 63,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 26 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 63,187 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · derivative.exercise_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · derivative.expiration_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F8 · ownership.nature: The shares are held by Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control ("Haystack Partners I LP"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 25 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 172,265 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F9 · ownership.nature: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control ("LFP 2, LLC"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 24 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 172,265 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F8 · ownership.nature: The shares are held by Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control ("Haystack Partners I LP"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 23 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 172,265 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F7 · ownership.nature: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control ("Four Ways, LLC"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C-1 Preferred Stock · Derivative | 94,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 22 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 94,781 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · derivative.exercise_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · derivative.expiration_date: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 21 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 172,265 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.exercise_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries A Preferred Stock · Derivative | 24,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 20 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F4 · price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F4 · derivative.exercise_date: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F4 · derivative.expiration_date: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries Seed Preferred Stock · Derivative | 67,567 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · derivative · entry 19 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 67,567 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F3 · price: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F3 · derivative.exercise_date: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F3 · derivative.expiration_date: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 66,761 | $88.00 | $5,874,968.00 |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 18 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 200,285 F14 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) the Reporting Person sold 89,751 shares of Class A Common Stock of the Issuer, (ii) Four Ways, LLC sold 43,066 shares of Class A Common Stock of the Issuer, (iii) Haystack Partners I LP sold 58,863 shares of Class A Common Stock of the Issuer, and (iv) LFP 2, LLC sold 66,761 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. F12 · ownership.nature: The shares are held by LFP 2, LLC. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 58,863 | $88.00 | $5,179,944.00 |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 17 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 176,589 F14 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) the Reporting Person sold 89,751 shares of Class A Common Stock of the Issuer, (ii) Four Ways, LLC sold 43,066 shares of Class A Common Stock of the Issuer, (iii) Haystack Partners I LP sold 58,863 shares of Class A Common Stock of the Issuer, and (iv) LFP 2, LLC sold 66,761 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. F11 · ownership.nature: The shares are held by Haystack Partners I LP. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 43,066 | $88.00 | $3,789,808.00 |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 16 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 129,199 F14 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) the Reporting Person sold 89,751 shares of Class A Common Stock of the Issuer, (ii) Four Ways, LLC sold 43,066 shares of Class A Common Stock of the Issuer, (iii) Haystack Partners I LP sold 58,863 shares of Class A Common Stock of the Issuer, and (iv) LFP 2, LLC sold 66,761 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. F10 · ownership.nature: The shares are held by Four Ways, LLC. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 89,751 | $88.00 | $7,898,088.00 |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 15 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,797 F14 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) the Reporting Person sold 89,751 shares of Class A Common Stock of the Issuer, (ii) Four Ways, LLC sold 43,066 shares of Class A Common Stock of the Issuer, (iii) Haystack Partners I LP sold 58,863 shares of Class A Common Stock of the Issuer, and (iv) LFP 2, LLC sold 66,761 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. F13 · 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 |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 267,046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 14 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 267,046 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"). F12 · ownership.nature: The shares are held by LFP 2, LLC. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 235,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 13 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 235,452 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"). F11 · ownership.nature: The shares are held by Haystack Partners I LP. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 12 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 172,265 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"). F10 · ownership.nature: The shares are held by Four Ways, LLC. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 359,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 11 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363,548 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F13 · 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 |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 267,046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 10 Lehrman Thomas D · CIK 0001881476 · Director 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"). F12 · ownership.nature: The shares are held by LFP 2, LLC. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 235,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 9 Lehrman Thomas D · CIK 0001881476 · Director 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"). F11 · ownership.nature: The shares are held by Haystack Partners I LP. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 8 Lehrman Thomas D · CIK 0001881476 · Director 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"). F10 · ownership.nature: The shares are held by Four Ways, LLC. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 359,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 7 Lehrman Thomas D · CIK 0001881476 · Director 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 |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 267,046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 6 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 267,046 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 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F9 · ownership.nature: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control ("LFP 2, LLC"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 235,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 5 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 235,452 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 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F8 · ownership.nature: The shares are held by Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control ("Haystack Partners I LP"). Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 172,265 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 4 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 172,265 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 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F7 · ownership.nature: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control ("Four Ways, LLC"). 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.