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 | 104,814 |
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 104,814 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 | 1,569 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,569 F4: The shares are held by the Reporting Person's spouse. |
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: The shares are held by the Reporting Person's spouse.
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 20:31 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 5,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037318 · wk-form4_1779395499.xml · nonDerivative · entry 1 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,814 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 21:32 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 4,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-028675 · wk-form4_1748640678.xml · nonDerivative · entry 1 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,826 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 |
| November 29, 2024 Filed Dec 3, 2024 23:12 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 1,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049827 · wk-form4_1733267525.xml · nonDerivative · entry 6 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F11 · kind: These shares were distributed by WS Investment Company LLC (22A) to its members on a pro rata basis for no consideration. F12 · ownership.nature: The shares are held by WS Investment Company, LLC (22A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 23:12 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 12,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049827 · wk-form4_1733267525.xml · nonDerivative · entry 5 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F9 · kind: These shares were distributed by WS Investment Company LLC (2017A) to its members on a pro rata basis for no consideration. F10 · ownership.nature: The shares are held by WS Investment Company LLC (2017A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 23:12 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 2,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049827 · wk-form4_1733267525.xml · nonDerivative · entry 4 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F7 · kind: These shares were distributed by WS Investment Company LLC (2015C) to its members on a pro rata basis for no consideration. F8 · ownership.nature: The shares are held by WS Investment Company LLC (2015C), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 23:12 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 6,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049827 · wk-form4_1733267525.xml · nonDerivative · entry 3 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F5 · kind: These shares were distributed by WS Investment Company LLC (2015A) to its members on a pro rata basis for no consideration. F6 · ownership.nature: The shares are held by WS Investment Company, LLC (2015A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 23:12 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 24,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049827 · wk-form4_1733267525.xml · nonDerivative · entry 2 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F3 · kind: These shares were distributed by WS Investment Company LLC (2013A) to its members on a pro rata basis for no consideration. F4 · ownership.nature: The shares are held by WS Investment Company, LLC (2013A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 23:12 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 191,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-049827 · wk-form4_1733267525.xml · nonDerivative · entry 1 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: These shares were distributed by WS Investment Company LLC (2011A) to its members on a pro rata basis for no consideration. F2 · ownership.nature: These shares are held by WS Investment Company LLC (2011A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionConvertible Promissory Note · Derivative | 1,569 | Not disclosed Strike: $63.80 | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 24 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 1,569 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. F13 · derivative.exercise_price: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F13 · price: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F13 · derivative.exercise_date: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F13 · derivative.expiration_date: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F12 · ownership.nature: The shares are held by WS Investment Company, LLC (22A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C-1 Preferred Stock · Derivative | 12,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 23 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 12,638 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. F10 · 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. F10 · 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. F10 · 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. F10 · 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. F11 · ownership.nature: The shares are held by WS Investment Company, LLC (2017A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 2,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 22 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 2,153 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. F7 · 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. F7 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F7 · 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. F7 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F9 · ownership.nature: The shares are held by WS Investment Company, LLC (2015C), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries C Preferred Stock · Derivative | 6,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 21 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 6,459 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. F7 · 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. F7 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F7 · 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. F7 · derivative.expiration_date: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F8 · ownership.nature: The shares are held by WS Investment Company, LLC (2015A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries A Preferred Stock · Derivative | 24,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 20 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 24,390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.exercise_date: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · derivative.expiration_date: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · ownership.nature: The shares are held by WS Investment Company, LLC (2013A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionSeries Seed Preferred Stock · Derivative | 191,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · derivative · entry 19 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 191,270 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F3 · price: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F3 · derivative.exercise_date: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F3 · derivative.expiration_date: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F4 · ownership.nature: The shares are held by WS Investment Company LLC (2011A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionClass A Common Stock | 1,569 | $63.80 | $100,102.20 |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 18 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,569 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. F12 · ownership.nature: The shares are held by WS Investment Company, LLC (22A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 12,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 17 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 12,638 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F11 · ownership.nature: The shares are held by WS Investment Company, LLC (2017A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 2,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 16 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,153 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"). F9 · ownership.nature: The shares are held by WS Investment Company, LLC (2015C), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 6,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 15 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,459 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"). F8 · ownership.nature: The shares are held by WS Investment Company, LLC (2015A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 24,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 14 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 24,390 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 WS Investment Company, LLC (2013A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 191,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 13 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 191,270 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"). F4 · ownership.nature: The shares are held by WS Investment Company LLC (2011A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 12,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 12 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F11 · ownership.nature: The shares are held by WS Investment Company, LLC (2017A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 2,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 11 SONSINI LARRY W · CIK 0001205649 · 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"). F9 · ownership.nature: The shares are held by WS Investment Company, LLC (2015C), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 6,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 10 SONSINI LARRY W · CIK 0001205649 · 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"). F8 · ownership.nature: The shares are held by WS Investment Company, LLC (2015A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 24,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 9 SONSINI LARRY W · CIK 0001205649 · 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 WS Investment Company, LLC (2013A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 191,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 8 SONSINI LARRY W · CIK 0001205649 · 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"). F4 · ownership.nature: The shares are held by WS Investment Company LLC (2011A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 12,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 7 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 12,638 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. F10 · 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. F11 · ownership.nature: The shares are held by WS Investment Company, LLC (2017A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 2,153 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 6 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,153 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. F7 · 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. F9 · ownership.nature: The shares are held by WS Investment Company, LLC (2015C), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 6,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 5 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 6,459 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. F7 · 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. F8 · ownership.nature: The shares are held by WS Investment Company, LLC (2015A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 24,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 4 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 24,390 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · ownership.nature: The shares are held by WS Investment Company, LLC (2013A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 191,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 3 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 191,270 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 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 · ownership.nature: The shares are held by WS Investment Company LLC (2011A), of which the Reporting Person is a member and has voting and investment control. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 64,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 2 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,545 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: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 64,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011308 · form4-04222024_040443.xml · nonDerivative · entry 1 SONSINI LARRY W · CIK 0001205649 · 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 Aug 23, 2024 19:52 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | ConversionConvertible Promissory Note · Derivative | 1,569 | Not disclosed Strike: $63.80 | Not disclosed |
DisclosureSEC source: 0001628280-24-038345 · wk-form4a_1724442715.xml · derivative · entry 2 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 1,569 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 · security: These securities were omitted from the original Form 4, filed April 22, 2024. F3 · derivative.exercise_price: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F3 · price: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F3 · derivative.exercise_date: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F3 · derivative.expiration_date: The principal amount of the Convertible Promissory Note (together with accrued interest thereon) automatically converted into shares of Class A Common Stock at a conversion price equal to $63.80. The Convertible Promissory Note has a maturity date of March 24, 2027. The treatment of the Convertible Promissory Note in the IPO was exempt pursuant to Rule 16b-6 and Rule 16b-3. F2 · ownership.nature: The securities are held by the Reporting Person's spouse. Read SEC document |
| April 22, 2024 Filed Aug 23, 2024 19:52 UTC Amendment | Ibotta, Inc. IBTA · Entity 2177 | ConversionClass A Common Stock | 1,569 | $63.80 | $100,102.20 |
DisclosureSEC source: 0001628280-24-038345 · wk-form4a_1724442715.xml · nonDerivative · entry 1 SONSINI LARRY W · CIK 0001205649 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 1,569 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 · shares: These securities were omitted from the original Form 4, filed April 22, 2024. F2 · ownership.nature: The securities are held by the Reporting Person's spouse. 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.