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Donahue Richard I.

Disclosed activity across 1 company

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75841
SEC CIK
0002017897

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Ibotta, Inc.IBTA · Entity 2177CHIEF MARKETING OFFICERSeptember 01, 2025September 03, 2025

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 September 01, 2025 · Filed September 03, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect199,971 Reported balance After 2025-09-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2025-09-01 · Tax withholding · Disposed 2,406 · Balance 199,971

F1: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2: 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.

Filing footnotes · ownership attribution and instrument terms

F1: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2: 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2025 Filed Sep 3, 2025 16:32 UTC Ibotta, Inc. IBTA · Entity 2177 Tax withholdingClass A Common Stock 2,406 $26.94 $64,817.64
Disclosure

SEC source: 0002017897-25-000005 · wk-form4_1756931574.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 199,971

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · 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
August 25, 2025 Filed Aug 26, 2025 16:55 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,604 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0002017897-25-000003 · wk-form4_1756241710.xml · derivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,854

Underlying: Class A Common Stock · 2,604 shares

Expires 2033-03-07

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_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
August 25, 2025 Filed Aug 26, 2025 16:55 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 2,604 $10.40 $27,081.60
Disclosure

SEC source: 0002017897-25-000003 · wk-form4_1756241710.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,377

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 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 11,100 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · derivative · entry 12

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,458

Underlying: Class A Common Stock · 11,100 shares

Expires 2033-03-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 19,100 $0.00 Strike: $19.25 $0.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · derivative · entry 11

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 19,100 shares

Expires 2032-02-08

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_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 35,248 $0.00 Strike: $22.20 $0.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · derivative · entry 10

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,532

Underlying: Class A Common Stock · 35,248 shares

Expires 2031-07-15

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_date: 1/48th of the shares subject to the option vested on August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,316 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · derivative · entry 9

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,316 shares

Expires 2030-12-08

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_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,213 $0.00 Strike: $12.75 $0.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · derivative · entry 8

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,213 shares

Expires 2029-12-11

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_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 17,770 $43.80 $778,310.01
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 7

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 199,773

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.42 to $44.305 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.

F1 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 67,519 $42.90 $2,896,457.07
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 6

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,543

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.41 to $43.40 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.

F1 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 11,100 $10.40 $115,440.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,062

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 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 19,100 $19.25 $367,675.00
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,962

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 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 35,248 $22.20 $782,505.60
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 3

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,862

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 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 1,316 $8.30 $10,922.80
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,614

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 · 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
June 12, 2025 Filed Jun 16, 2025 16:46 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 3,213 $12.75 $40,965.75
Disclosure

SEC source: 0001628280-25-031619 · wk-form4_1750106767.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,298

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 · 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
June 01, 2025 Filed Jun 3, 2025 17:10 UTC Ibotta, Inc. IBTA · Entity 2177 Tax withholdingClass A Common Stock 2,406 $49.99 $120,275.94
Disclosure

SEC source: 0001628280-25-029131 · wk-form4_1748985031.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,085

F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").

F2 · 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 19, 2025 Filed May 20, 2025 17:25 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 11 $56.29 $619.20
Disclosure

SEC source: 0001628280-25-026899 · wk-form4_1747776343.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,491

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on June 6, 2024.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.20 to $56.54 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 19, 2025 Filed May 20, 2025 17:25 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 361 $55.20 $19,926.59
Disclosure

SEC source: 0001628280-25-026899 · wk-form4_1747776343.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 217,502

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on June 6, 2024.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.69 to $55.675 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
May 15, 2025 Filed May 19, 2025 20:39 UTC Ibotta, Inc. IBTA · Entity 2177 GrantClass A Common Stock 372 $51.20 $19,046.40
Disclosure

SEC source: 0001628280-25-026681 · wk-form4_1747701548.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,863

F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's Class A Common Stock pursuant to the Ibotta, Inc. 2024 Employee Stock Purchase Plan (the "ESPP"), for the ESPP purchase period of November 15, 2024 through May 15, 2025. This transaction is also exempt pursuant to Rule 16b-3(c) promulgated pursuant to the Securities Exchange Act of 1934.

F2 · date: The relevant Offering Period (as defined in the ESPP) ended, and the shares were acquired, on the Purchase Date (as defined in the ESPP) of May 15, 2025.

F3 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
April 14, 2025 Filed Apr 15, 2025 20:42 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 521 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-017916 · wk-form4_1744764147.xml · derivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,558

Underlying: Class A Common Stock · 521 shares

Expires 2033-03-07

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_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
April 14, 2025 Filed Apr 15, 2025 20:42 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 521 $10.40 $5,418.40
Disclosure

SEC source: 0001628280-25-017916 · wk-form4_1744764147.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,491

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 · 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
March 01, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Tax withholdingClass A Common Stock 2,406 $34.01 $81,828.06
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · nonDerivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,970

F2 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.

F1 · 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
February 27, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,042 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · derivative · entry 7

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,079

Underlying: Class A Common Stock · 1,042 shares

Expires 2033-03-07

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_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 556 $0.00 Strike: $19.25 $0.00
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · derivative · entry 6

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,100

Underlying: Class A Common Stock · 556 shares

Expires 2032-02-08

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_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,812 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · derivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,316

Underlying: Class A Common Stock · 2,812 shares

Expires 2030-12-08

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_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
February 27, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 1,042 $10.40 $10,836.80
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · nonDerivative · entry 3

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,376

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 · 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
February 27, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 556 $19.25 $10,703.00
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,334

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 · 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
February 27, 2025 Filed Mar 3, 2025 18:25 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 2,812 $8.30 $23,339.60
Disclosure

SEC source: 0001628280-25-009549 · wk-form4_1741044349.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,778

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 · 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
February 14, 2025 Filed Feb 18, 2025 16:42 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-006092 · wk-form4_1739914962.xml · derivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,121

Underlying: Class A Common Stock · 1 shares

Expires 2033-03-07

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F5 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 16:42 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 143 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-006092 · wk-form4_1739914962.xml · derivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,128

Underlying: Class A Common Stock · 143 shares

Expires 2030-12-08

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F4 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 16:42 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 144 $75.16 $10,822.74
Disclosure

SEC source: 0001628280-25-006092 · wk-form4_1739914962.xml · nonDerivative · entry 3

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 214,966

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.33 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 · 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
February 14, 2025 Filed Feb 18, 2025 16:42 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 1 $10.40 $10.40
Disclosure

SEC source: 0001628280-25-006092 · wk-form4_1739914962.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,110

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
February 14, 2025 Filed Feb 18, 2025 16:42 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 143 $8.30 $1,186.90
Disclosure

SEC source: 0001628280-25-006092 · wk-form4_1739914962.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,109

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 31, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · derivative · entry 10

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,122

Underlying: Class A Common Stock · 1 shares

Expires 2033-03-07

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
January 31, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 547 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · derivative · entry 9

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,271

Underlying: Class A Common Stock · 547 shares

Expires 2030-12-08

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
January 31, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 548 $75.12 $41,164.77
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · nonDerivative · entry 6

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 214,966

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.280 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Read SEC document
January 31, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 1 $10.40 $10.40
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · nonDerivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,514

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 31, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 547 $8.30 $4,540.10
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · nonDerivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,513

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 30, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 6 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · derivative · entry 8

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,123

Underlying: Class A Common Stock · 6 shares

Expires 2033-03-07

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,250 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · derivative · entry 7

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,818

Underlying: Class A Common Stock · 3,250 shares

Expires 2030-12-08

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 3,256 $75.02 $244,253.07
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · nonDerivative · entry 3

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 214,966

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.06 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 · 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
January 30, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 6 $10.40 $62.40
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · nonDerivative · entry 2

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 218,222

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 30, 2025 Filed Feb 3, 2025 17:29 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 3,250 $8.30 $26,975.00
Disclosure

SEC source: 0001628280-25-003523 · wk-form4_1738621792.xml · nonDerivative · entry 1

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 218,216

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 29, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · derivative · entry 10

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,129

Underlying: Class A Common Stock · 2 shares

Expires 2033-03-07

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
January 29, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 263 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · derivative · entry 9

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,068

Underlying: Class A Common Stock · 263 shares

Expires 2030-12-08

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

Read SEC document
January 29, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 SaleClass A Common Stock 265 $75.00 $19,876.01
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · nonDerivative · entry 6

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 214,966

F1 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices of $75.00 and $75.01 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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
January 29, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 2 $10.40 $20.80
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · nonDerivative · entry 5

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,231

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 29, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionClass A Common Stock 263 $8.30 $2,182.90
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · nonDerivative · entry 4

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 215,229

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

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
January 28, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 17 $0.00 Strike: $10.40 $0.00
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · derivative · entry 8

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,131

Underlying: Class A Common Stock · 17 shares

Expires 2033-03-07

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F6 · derivative.exercise_date: 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Read SEC document
January 28, 2025 Filed Jan 30, 2025 20:06 UTC Ibotta, Inc. IBTA · Entity 2177 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 2,600 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · derivative · entry 7

Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,331

Underlying: Class A Common Stock · 2,600 shares

Expires 2030-12-08

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 · kind: The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.

F5 · derivative.exercise_date: All of the shares subject to the option are fully vested and exercisable as of the date hereof.

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.