Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | CHIEF MARKETING OFFICER | September 01, 2025 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 199,971 |
Reported balance
After 2025-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| January 28, 2025 Filed Jan 30, 2025 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 2,617 | $75.08 | $196,494.30 |
DisclosureSEC source: 0001628280-25-003236 · wk-form4_1738285605.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 $75.370 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 28, 2025 Filed Jan 30, 2025 20:06 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 17 | $10.40 | $176.80 |
DisclosureSEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · nonDerivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 217,583 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 / conversionClass A Common Stock | 2,600 | $8.30 | $21,580.00 |
DisclosureSEC source: 0001628280-25-003236 · wk-form4_1738285605.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 217,566 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 27, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 491 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · derivative · entry 10 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,148 Underlying: Class A Common Stock · 491 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 27, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,200 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · derivative · entry 9 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,931 Underlying: Class A Common Stock · 4,200 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 27, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 4,691 | $75.04 | $352,034.69 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.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 $75.300 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 27, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 491 | $10.40 | $5,106.40 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · nonDerivative · entry 5 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 219,657 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 27, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 4,200 | $8.30 | $34,860.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · nonDerivative · entry 4 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 219,166 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 24, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 185 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · derivative · entry 8 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,639 Underlying: Class A Common Stock · 185 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 24, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,200 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · derivative · entry 7 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,131 Underlying: Class A Common Stock · 1,200 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 24, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 1,385 | $75.02 | $103,895.91 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.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 $75.050 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 24, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 185 | $10.40 | $1,924.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · nonDerivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,351 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 24, 2025 Filed Jan 28, 2025 17:24 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 1,200 | $8.30 | $9,960.00 |
DisclosureSEC source: 0001628280-25-002843 · wk-form4_1738103087.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 216,166 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 17, 2025 Filed Jan 22, 2025 16:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 176 | $0.00 Strike: $10.40 | $0.00 |
DisclosureSEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · derivative · entry 5 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 24,824 Underlying: Class A Common Stock · 176 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 |
| January 17, 2025 Filed Jan 22, 2025 16:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 600 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · derivative · entry 4 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,331 Underlying: Class A Common Stock · 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. 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 |
| January 17, 2025 Filed Jan 22, 2025 16:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 776 | $75.09 | $58,266.35 |
DisclosureSEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · nonDerivative · entry 3 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 214,966 F2 · shares: The transactions reported 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 $75.19 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 |
| January 17, 2025 Filed Jan 22, 2025 16:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 176 | $10.40 | $1,830.40 |
DisclosureSEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · nonDerivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,742 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 |
| January 17, 2025 Filed Jan 22, 2025 16:57 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 600 | $8.30 | $4,980.00 |
DisclosureSEC source: 0001628280-25-002212 · wk-form4_1737583044.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 215,566 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 |
| January 13, 2025 Filed Jan 15, 2025 19:33 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 59,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-001649 · wk-form4_1736987601.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,966 F1 · shares: Represents the grant of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 1/16th of the RSUs will vest on March 1, 2025 and on each three-month anniversary thereafter, subject to the Reporting Person's continuous service through each such date. 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 |
| December 01, 2024 Filed Dec 3, 2024 17:46 UTC | Ibotta, Inc. IBTA · Entity 2177 | Tax withholdingClass A Common Stock | 4,186 | $73.14 | $306,164.04 |
DisclosureSEC source: 0001628280-24-049804 · wk-form4_1733265982.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,505 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. 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 |
| November 19, 2024 Filed Nov 20, 2024 16:03 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 227 | $65.04 | $14,762.97 |
DisclosureSEC source: 0001628280-24-048656 · wk-form4_1732136609.xml · nonDerivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 159,691 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.55 to $65.44 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 |
| November 19, 2024 Filed Nov 20, 2024 16:03 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 57 | $63.92 | $3,643.25 |
DisclosureSEC source: 0001628280-24-048656 · wk-form4_1732136609.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 159,918 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.51 to $64.39 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 |
| November 15, 2024 Filed Nov 19, 2024 16:22 UTC | Ibotta, Inc. IBTA · Entity 2177 | GrantClass A Common Stock | 284 | $57.05 | $16,202.20 |
DisclosureSEC source: 0001628280-24-048452 · wk-form4_1732051347.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,975 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 April 18, 2024 through November 15, 2024. 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 Exercise Date (as defined in the ESPP) of November 15, 2024. F3 · price: In accordance with the ESPP, the shares were purchased at eighty-five percent (85%) of the Fair Market Value (as defined in the ESPP) of a share of Class A Common Stock on the Exercise Date of November 15, 2024. Read SEC document |
| October 28, 2024 Filed Oct 29, 2024 18:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-24-044158 · wk-form4_1730240510.xml · derivative · entry 4 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,931 Underlying: Class A Common Stock · 15,000 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. F5 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 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 |
| October 28, 2024 Filed Oct 29, 2024 18:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 936 | $76.69 | $71,782.78 |
DisclosureSEC source: 0001628280-24-044158 · wk-form4_1730240510.xml · nonDerivative · entry 3 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 159,691 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.28 to $76.91 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 |
| October 28, 2024 Filed Oct 29, 2024 18:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 14,064 | $75.27 | $1,058,639.47 |
DisclosureSEC source: 0001628280-24-044158 · wk-form4_1730240510.xml · nonDerivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,627 F2 · shares: The sale reported on this Form 4 was 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 $75.99 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 |
| October 28, 2024 Filed Oct 29, 2024 18:21 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 15,000 | $8.30 | $124,500.00 |
DisclosureSEC source: 0001628280-24-044158 · wk-form4_1730240510.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 174,691 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 |
| September 09, 2024 Filed Sep 11, 2024 16:10 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,750 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-24-040132 · wk-form4_1726085393.xml · derivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,931 Underlying: Class A Common Stock · 3,750 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: 1/48th of the shares subject to the option vested on January 8, 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 |
| September 09, 2024 Filed Sep 11, 2024 16:10 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 3,750 | $8.30 | $31,125.00 |
DisclosureSEC source: 0001628280-24-040132 · wk-form4_1726085393.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,691 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: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 344 | $0.00 Strike: $19.25 | $0.00 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 10 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,656 Underlying: Class A Common Stock · 344 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. F5 · derivative.exercise_date: This option, originally for 20,000 shares, vested as to 1/36th of the shares on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,319 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 9 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,681 Underlying: Class A Common Stock · 9,319 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: This option, originally for 45,000 shares, vested as to 1/48th of the shares on January 8, 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,787 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 8 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,213 Underlying: Class A Common Stock · 16,787 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. 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 14,834 | $0.00 Strike: $5.35 | $0.00 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 7 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 · 14,834 shares Expires 2028-11-13 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,333 | $0.00 Strike: $5.35 | $0.00 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · derivative · entry 6 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 · 4,333 shares Expires 2028-07-30 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 344 | $19.25 | $6,622.00 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 5 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,941 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: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 9,319 | $8.30 | $77,347.70 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 4 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,597 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: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 16,787 | $12.75 | $214,034.25 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 3 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,278 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: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 14,834 | $5.35 | $79,361.90 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 2 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,491 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 · shares: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| May 28, 2024 Filed May 30, 2024 16:09 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 4,333 | $5.35 | $23,181.55 |
DisclosureSEC source: 0001628280-24-025787 · wk-form4_1717099782.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,657 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: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| May 20, 2024 Filed May 22, 2024 18:20 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,833 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001628280-24-024790 · wk-form4_1716416401.xml · derivative · entry 2 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 · 1,833 shares Expires 2028-01-25 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 |
| May 20, 2024 Filed May 22, 2024 18:20 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 1,833 | $5.05 | $9,256.65 |
DisclosureSEC source: 0001628280-24-024790 · wk-form4_1716416401.xml · nonDerivative · entry 1 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,324 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: The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 19 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires 2033-03-07 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 · 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 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 18 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2033-03-07 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 · 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 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 17 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2032-02-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F7 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $19.25 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 16 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2032-02-08 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F7 · derivative.exercise_date: 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 36,780 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 15 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,780 Underlying: Class A Common Stock · 36,780 shares Expires 2031-07-15 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 · 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 36,780 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 14 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,780 shares Expires 2031-07-15 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 · 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 45,000 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 13 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Class A Common Stock · 45,000 shares Expires 2030-12-08 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"). F5 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 45,000 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 12 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,000 shares Expires 2030-12-08 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"). F5 · derivative.exercise_date: 1/48th of the shares subject to the option vested on January 8, 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011300 · form4-04222024_040416.xml · derivative · entry 11 Donahue Richard I. · CIK 0002017897 · CHIEF MARKETING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires 2029-12-11 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 · 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.