Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | Director | May 19, 2026 | May 21, 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 May 19, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,936 |
Reported balance
After 2026-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 5,988 · Balance 54,936 F1: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date. F2: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant. F3: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 1,891 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,891 F4: These shares are held by 101 Collective, LLC, whose interests are held by Reporting Person, Reporting Person's Spouse, and a trust for Reporting Person's children. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date.
F2: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant.
F3: 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.
F4: These shares are held by 101 Collective, LLC, whose interests are held by Reporting Person, Reporting Person's Spouse, and a trust for Reporting Person's children.
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 21, 2026 20:37 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 5,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037332 · wk-form4_1779395821.xml · nonDerivative · entry 1 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,936 F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 19, 2027, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date. F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant. F3 · 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 |
| May 28, 2025 Filed May 30, 2025 21:15 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 4,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028654 · wk-form4_1748639712.xml · nonDerivative · entry 1 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,948 F1 · shares: The restricted stock units ("RSUs") will vest fully on the earlier of (i) May 28, 2026, or (ii) the day prior to the date of the Issuer's next annual meeting of shareholders, subject to Reporting Person's continuous service through such date. F2 · shares: This RSU award was issued to the Reporting Person pursuant to Issuer's Outside Director Compensation Policy as an annual director equity grant. F3 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| December 30, 2024 Filed Dec 31, 2024 22:43 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 8,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052653 · wk-form4_1735685020.xml · nonDerivative · entry 1 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: These shares were distributed by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund") to certain of its limited partners on a pro rata basis for no consideration, and this transaction does not represent a sale by the Reporting Person. F2 · ownership.nature: The shares were held by Harbor Spring Master Fund. Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:18 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 178,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-050460 · wk-form4_1733779120.xml · nonDerivative · entry 1 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 8,482 F1 · kind: These shares were distributed by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund") to its limited partners on a pro rata basis for no consideration, and this transaction does not represent a sale by the reporting person. F2 · ownership.nature: The shares are held by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:47 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 946 | $74.96 | $70,910.74 |
DisclosureSEC source: 0001628280-24-050095 · wk-form4_1733435218.xml · nonDerivative · entry 3 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 186,563 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.76 to $75.58 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 · ownership.nature: The shares are held by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:47 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 5,207 | $74.14 | $386,065.20 |
DisclosureSEC source: 0001628280-24-050095 · wk-form4_1733435218.xml · nonDerivative · entry 2 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 187,509 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.71 to $74.63 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. F2 · ownership.nature: The shares are held by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:47 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 7,284 | $73.15 | $532,826.79 |
DisclosureSEC source: 0001628280-24-050095 · wk-form4_1733435218.xml · nonDerivative · entry 1 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 192,716 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.65 to $73.64 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 Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C-1 Preferred Stock · Derivative | 252,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · derivative · entry 11 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 252,748 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 C-1 Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date. F4 · price: Each share of Series C-1 Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date. F4 · derivative.exercise_date: Each share of Series C-1 Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date. F4 · derivative.expiration_date: Each share of Series C-1 Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date. F6 · ownership.nature: The shares are held by Harbor Spring Master Fund. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries Seed Preferred Stock · Derivative | 33,783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · derivative · entry 10 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,783 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 Convertible 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 Convertible 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 Convertible 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 Convertible 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 | 52,748 | $88.00 | $4,641,824.00 |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 9 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 200,000 F8 · 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, Harbor Spring Master Fund sold 52,748 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. F6 · ownership.nature: The shares are held by Harbor Spring Master Fund. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 252,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 8 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 252,748 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F6 · ownership.nature: The shares are held by Harbor Spring Master Fund. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 33,783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 7 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,328 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F7 · 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 | 252,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 6 DOSHI AMIT · CIK 0001638194 · 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"). F6 · ownership.nature: The shares are held by Harbor Spring Master Fund. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 33,783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 5 DOSHI AMIT · CIK 0001638194 · 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 | 252,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 4 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 252,748 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 · price: Each share of Series C-1 Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date. F5 · ownership.nature: The shares are held by Harbor Spring Master Fund, LP ("Harbor Spring Master Fund"). Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 33,783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 3 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,783 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 · price: Each share of Series Seed Convertible 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 | OtherClass A Common Stock | 4,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 2 DOSHI AMIT · CIK 0001638194 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,545 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · balance_after: 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 | OtherCommon Stock | 4,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011301 · form4-04222024_040418.xml · nonDerivative · entry 1 DOSHI AMIT · CIK 0001638194 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.