Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | 10% owner | July 06, 2026 | July 08, 2026 |
| Jack Creek Investment Corp.JCIC · Entity 117689 | Chief Technology Officer | January 21, 2021 | January 22, 2021 |
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 July 06, 2026 · Filed July 08, 2026
Jointly reported with Clark Jermoluk Founders Fund I LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,341,308 |
Reported balance
After 2026-07-06 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-07-06 · Sale · Disposed 500,000 · Balance 3,341,308 F1: The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Trust. Mr. Clark disclaims beneficial ownership of the shares held by Clark Jermoluk Founders Fund I LLC, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Trust. Mr. Clark disclaims beneficial ownership of the shares held by Clark Jermoluk Founders Fund I LLC, except to the extent of his pecuniary interest therein.
Jack Creek Investment Corp.
Report date January 21, 2021 · Filed January 22, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| July 06, 2026 Filed Jul 8, 2026 21:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 500,000 | $30.15 | $15,075,000.00 |
DisclosureSEC source: 0001231919-26-000737 · form4-07082026_090752.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,341,308 F1 · ownership.direct: The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Trust. Mr. Clark disclaims beneficial ownership of the shares held by Clark Jermoluk Founders Fund I LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:14 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 613 | $38.61 | $23,665.91 |
DisclosureSEC source: 0001415889-25-018528 · form4-06302025_090643.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 11,363 F4 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $38.53 to $38.7342 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:14 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,767 | $38.21 | $67,513.71 |
DisclosureSEC source: 0001415889-25-018528 · form4-06302025_090643.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 11,976 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.53 to $38.5214 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:14 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 421,498 | $35.00 | $14,752,430.00 |
DisclosureSEC source: 0001415889-25-018528 · form4-06302025_090643.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 13,743 F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:14 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,578,502 | $35.00 | $55,247,570.00 |
DisclosureSEC source: 0001415889-25-018528 · form4-06302025_090643.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,841,308 F1 · ownership.direct: The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Trust. Mr. Clark disclaims beneficial ownership of the shares held by Clark Jermoluk Founders Fund I LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| June 25, 2025 Filed Jun 26, 2025 21:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,000 | $38.43 | $192,135.50 |
DisclosureSEC source: 0001415889-25-018288 · form4-06262025_090620.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 435,241 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.965 to $38.85 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 21:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,000 | $38.34 | $191,714.00 |
DisclosureSEC source: 0001415889-25-018288 · form4-06262025_090620.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 440,241 F1 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $37.78 to $38.75 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 157 | $38.20 | $5,997.49 |
DisclosureSEC source: 0001415889-25-018061 · form4-06242025_040621.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 445,241 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.065 to $38.33 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. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,843 | $37.67 | $182,436.78 |
DisclosureSEC source: 0001415889-25-018061 · form4-06242025_040621.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 445,398 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.06 to $38.06 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 900 | $39.11 | $35,198.01 |
DisclosureSEC source: 0001415889-25-018061 · form4-06242025_040621.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 450,241 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.90 to $39.40 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 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,100 | $38.35 | $157,245.66 |
DisclosureSEC source: 0001415889-25-018061 · form4-06242025_040621.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 451,141 F1 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $37.8879 to $38.84 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 22:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 900 | $39.17 | $35,250.84 |
DisclosureSEC source: 0001415889-25-017899 · form4-06202025_100611.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 455,241 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.93 to $39.4687 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 22:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,100 | $38.27 | $156,909.87 |
DisclosureSEC source: 0001415889-25-017899 · form4-06202025_100611.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 456,141 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.9021 to $38.8767 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 22:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 400 | $40.12 | $16,049.12 |
DisclosureSEC source: 0001415889-25-017899 · form4-06202025_100611.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 460,241 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.04 to $40.28 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 17, 2025 Filed Jun 20, 2025 22:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,600 | $39.44 | $181,443.78 |
DisclosureSEC source: 0001415889-25-017899 · form4-06202025_100611.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 460,641 F1 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $39.04 to $40.02 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 23:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 289 | $42.01 | $12,139.47 |
DisclosureSEC source: 0001415889-25-017606 · form4-06172025_110604.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 465,241 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.98 to $42.09 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 23:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,711 | $41.48 | $195,404.27 |
DisclosureSEC source: 0001415889-25-017606 · form4-06172025_110604.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 465,530 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.98 to $41.96 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. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 23:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,000 | $41.96 | $209,807.00 |
DisclosureSEC source: 0001415889-25-017606 · form4-06172025_110604.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 470,241 F1 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $41.51 to $42.48 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 655 | $44.66 | $29,254.27 |
DisclosureSEC source: 0001415889-25-017184 · form4-06132025_040603.xml · nonDerivative · entry 5 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 475,241 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.47 to $44.985 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,060 | $44.05 | $46,692.26 |
DisclosureSEC source: 0001415889-25-017184 · form4-06132025_040603.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 475,896 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.46 to $44.45 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,285 | $42.93 | $141,039.18 |
DisclosureSEC source: 0001415889-25-017184 · form4-06132025_040603.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 476,956 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.45 to $43.43 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,263 | $46.33 | $58,514.28 |
DisclosureSEC source: 0001415889-25-017184 · form4-06132025_040603.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 480,241 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.20 to $46.59 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,737 | $45.58 | $170,331.34 |
DisclosureSEC source: 0001415889-25-017184 · form4-06132025_040603.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 481,504 F1 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $45.15 to $46.13 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 756 | $48.77 | $36,871.03 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 7 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 485,241 F7 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $48.50 to $49.025 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,318 | $47.86 | $63,085.41 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 6 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 485,997 F6 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $47.44 to $48.40 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,926 | $46.45 | $135,903.34 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 5 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 487,315 F5 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $46.125 to $47.030 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 90 | $49.29 | $4,436.10 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 490,241 F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 583 | $48.37 | $28,199.59 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 490,331 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.135 to $48.945 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 665 | $47.43 | $31,541.08 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 490,914 F3 · price: The price reported in Column 4 is a weighted average price. These securities were sold in multiple transactions at prices ranging from $47.13 to $47.82 inclusive. The Reporting Person undertakes to provide to 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 securities sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 12, 2025 00:59 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,662 | $46.51 | $170,305.70 |
DisclosureSEC source: 0001415889-25-016781 · form4-06122025_120638.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 491,579 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.13 to $47.015 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,433 | $49.84 | $171,113.42 |
DisclosureSEC source: 0001415889-25-016373 · form4-06092025_110643.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 495,241 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.42 to $50.00 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 23:41 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,567 | $48.93 | $76,676.44 |
DisclosureSEC source: 0001415889-25-016373 · form4-06092025_110643.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 498,674 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.41 to $49.40 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 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:41 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 100 | $48.96 | $4,896.00 |
DisclosureSEC source: 0001415889-25-016373 · form4-06092025_110643.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 500,241 F2 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 23:41 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,900 | $48.47 | $237,478.99 |
DisclosureSEC source: 0001415889-25-016373 · form4-06092025_110643.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 500,341 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.90 to $48.85 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 21:51 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 6,000 | $50.02 | $300,121.20 |
DisclosureSEC source: 0001415889-25-015827 · form4-06052025_090600.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 505,241 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 $50.25 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 21:51 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 22,515 | $50.04 | $1,126,538.03 |
DisclosureSEC source: 0001415889-25-015827 · form4-06052025_090600.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 511,241 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.805 to $50.28 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 21:51 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 882 | $48.84 | $43,080.41 |
DisclosureSEC source: 0001415889-25-015827 · form4-06052025_090600.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 533,756 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.665 to $49.15 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:58 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,722 | $49.33 | $183,623.75 |
DisclosureSEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 4 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 534,638 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.035 to $49.67 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 21:58 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,278 | $48.25 | $61,660.82 |
DisclosureSEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 538,360 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.805 to $48.70 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 21:58 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 184 | $50.10 | $9,218.05 |
DisclosureSEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 539,638 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.095 to $50.10 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 21:58 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,816 | $49.78 | $239,735.66 |
DisclosureSEC source: 0001415889-25-015462 · form4-06032025_090619.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 539,822 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.01 to $50.00 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| May 29, 2025 Filed May 30, 2025 20:20 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 18,543 | $50.13 | $929,645.89 |
DisclosureSEC source: 0001415889-25-014991 · form4-05302025_080535.xml · nonDerivative · entry 3 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 544,638 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.64 to $50.28 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:20 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,355 | $50.63 | $68,610.15 |
DisclosureSEC source: 0001415889-25-014991 · form4-05302025_080535.xml · nonDerivative · entry 2 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 563,181 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.28 to $51.16 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:20 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 3,645 | $49.97 | $182,136.28 |
DisclosureSEC source: 0001415889-25-014991 · form4-05302025_080535.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 564,536 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.28 to $50.275 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 Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 22:28 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 2,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028003 · form4-12022024_101247.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,419,810 F1 · balance_after: The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Read SEC document |
| November 12, 2024 Filed Nov 15, 2024 22:02 UTC | Ibotta, Inc. IBTA · Entity 2177 | GiftClass A Common Stock | 73,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-026965 · form4-11152024_101113.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,422,627 F1 · balance_after: The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. F2 · balance_after: The number of shares held reflects a transfer since the Reporting Person's last Form 4 of 266,214 shares to a third party. Read SEC document |
| April 25, 2024 Filed Dec 19, 2025 00:00 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 11,363 | $88.00 | $999,944.00 |
DisclosureSEC source: 0001231919-25-000639 · form4-12182025_071201.xml · nonDerivative · entry 1 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 556,818 F1 · ownership.nature: The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark. Mr. Clark disclaims beneficial ownership of the shares held by Monaco Partners, except to the extent of his pecuniary interest therein. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C-1 Preferred Stock · Derivative | 379,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.xml · derivative · entry 7 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 379,108 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 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. F3 · 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. F3 · 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. F3 · 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 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 1,862,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.xml · derivative · entry 6 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,862,545 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. F2 · 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. F2 · 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. F2 · 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. F2 · 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 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries B Preferred Stock · Derivative | 3,520,804 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.xml · derivative · entry 5 Clark Jermoluk Founders Fund I LLC · CIK 0002019348 · 10% owner CLARK JAMES H · CIK 0001008700 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,520,804 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. F1 · derivative.exercise_price: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date. F1 · price: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date. F1 · derivative.exercise_date: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date. F1 · derivative.expiration_date: Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration 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.