Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | CHIEF REVENUE OFFICER | June 05, 2024 | June 07, 2024 |
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 June 05, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 107,662 |
Last balance in matching sequence
After 2024-06-05 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2024-06-05 · Exercise / conversion · Acquired 17,722 · Balance 105,786 F1: 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: 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. Row 2 · 2024-06-05 · Exercise / conversion · Acquired 1,042 · Balance 106,828 F1: 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: 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. Row 3 · 2024-06-05 · Exercise / conversion · Acquired 834 · Balance 107,662 F1: 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: 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.75 · Expires 2030-02-04 | Direct | 16,337 |
Reported balance
After 2024-06-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-06-05 · Exercise / conversion · Disposed 17,722 · Balance 16,337 F3: All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2031-02-09 | Direct | 3,542 |
Reported balance
After 2024-06-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-06-05 · Exercise / conversion · Disposed 1,042 · Balance 3,542 F4: This option, originally for 10,000 shares, vested as to 1/48th of the shares on February 4, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.45 · Expires 2031-05-14 | Direct | 8,958 |
Reported balance
After 2024-06-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-06-05 · Exercise / conversion · Disposed 834 · Balance 8,958 F5: This option, originally for 10,000 shares, vested as to 1/48th of the shares on April 11, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
F3: All of the shares subject to the option are fully vested and exercisable as of the date hereof.
F4: This option, originally for 10,000 shares, vested as to 1/48th of the shares on February 4, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
F5: This option, originally for 10,000 shares, vested as to 1/48th of the shares on April 11, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
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 |
|---|---|---|---|---|---|---|
| June 05, 2024 Filed Jun 7, 2024 11:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 834 | $0.00 Strike: $12.45 | $0.00 |
DisclosureSEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · derivative · entry 6 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,958 Underlying: Class A Common Stock · 834 shares Expires 2031-05-14 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 10,000 shares, vested as to 1/48th of the shares on April 11, 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 05, 2024 Filed Jun 7, 2024 11:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,042 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · derivative · entry 5 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,542 Underlying: Class A Common Stock · 1,042 shares Expires 2031-02-09 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 10,000 shares, vested as to 1/48th of the shares on February 4, 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 05, 2024 Filed Jun 7, 2024 11:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,722 | $0.00 Strike: $12.75 | $0.00 |
DisclosureSEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · derivative · entry 4 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,337 Underlying: Class A Common Stock · 17,722 shares Expires 2030-02-04 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 |
| June 05, 2024 Filed Jun 7, 2024 11:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 834 | $12.45 | $10,383.30 |
DisclosureSEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · nonDerivative · entry 3 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,662 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 |
| June 05, 2024 Filed Jun 7, 2024 11:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 1,042 | $8.30 | $8,648.60 |
DisclosureSEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · nonDerivative · entry 2 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,828 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 |
| June 05, 2024 Filed Jun 7, 2024 11:36 UTC | Ibotta, Inc. IBTA · Entity 2177 | Exercise / conversionClass A Common Stock | 17,722 | $12.75 | $225,955.50 |
DisclosureSEC source: 0001628280-24-027191 · wk-form4_1717774599.xml · nonDerivative · entry 1 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,786 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 | 80,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 13 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,000 Underlying: Class A Common Stock · 80,000 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 | 80,000 | Not disclosed Strike: $10.40 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 12 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 80,000 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: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 11 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE 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: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 10 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE 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 | 9,792 | Not disclosed Strike: $12.45 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 9 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,792 Underlying: Class A Common Stock · 9,792 shares Expires 2031-05-14 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: This option, originally for 10,000 shares of Common Stock, vested as to 1/48th of the shares on April 11, 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 | 9,792 | Not disclosed Strike: $12.45 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 8 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,792 shares Expires 2031-05-14 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: This option, originally for 10,000 shares of Common Stock, vested as to 1/48th of the shares on April 11, 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 | 4,584 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 7 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,584 Underlying: Class A Common Stock · 4,584 shares Expires 2031-02-09 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: This option, originally for 10,000 shares of Common Stock, vested as to 1/48th of the shares on February 4, 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 | 4,584 | Not disclosed Strike: $8.30 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 6 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,584 shares Expires 2031-02-09 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: This option, originally for 10,000 shares of Common Stock, vested as to 1/48th of the shares on February 4, 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 | 34,059 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 5 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,059 Underlying: Class A Common Stock · 34,059 shares Expires 2030-02-04 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherEmployee Stock Option (right to buy) · Derivative | 34,059 | Not disclosed Strike: $12.75 | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · derivative · entry 4 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,059 shares Expires 2030-02-04 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 |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | SaleClass A Common Stock | 26,000 | $88.00 | $2,288,000.00 |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · nonDerivative · entry 3 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,064 F3 · kind: Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, the Reporting Person sold 26,000 shares of Class A Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. The per share sale price reported in this Form 4 does not reflect underwriting discounts. 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 | OtherClass A Common Stock | 114,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · nonDerivative · entry 2 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,064 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · balance_after: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 16:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 114,064 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011303 · form4-04222024_040423.xml · nonDerivative · entry 1 Jensen Christopher J. · CIK 0002017916 · CHIEF REVENUE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.