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 |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | PurchaseClass A Common Stock | 568,181 | $88.00 | $49,999,928.00 |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.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: 568,181 F6 · balance_after: 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 Trust. The JHC Trust is an entity controlled by James H. Clark. F6 · 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 Trust. The JHC Trust is an entity controlled by James H. Clark. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 5,762,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.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: Direct Disclosed balance after: 5,762,457 F5 · 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 IPO. F5 · 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 IPO. F4 · 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 5,762,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.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: Direct Disclosed balance after: 0 F5 · 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 IPO. F5 · 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 IPO. F4 · 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 |
| April 22, 2024 Filed Apr 22, 2024 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 5,762,457 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011312 · form4-04222024_040407.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: 5,762,457 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 · 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. 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. 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. F4 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.