Welcome to our dedicated page for Ibotta SEC filings (Ticker: IBTA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page compiles SEC filings for Ibotta, Inc. (NYSE: IBTA), the performance marketing platform for digital CPG promotions. Through these filings, investors can review how the company reports its financial results, executive changes, and other material events related to the Ibotta Performance Network (IPN) and its digital promotions business.
Ibotta’s current reports on Form 8-K document key developments such as quarterly earnings announcements and leadership appointments. For example, the company has used Form 8-K to furnish press releases detailing revenue, redemption revenue, redeemers, redemptions, and non-GAAP measures like adjusted EBITDA and adjusted net income, as well as to disclose the appointment of a Chief Financial Officer and interim principal accounting officer arrangements.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in the filing list) provide more extensive information on Ibotta’s business model, including definitions of the Ibotta Performance Network, redemptions, redeemers, and redemption revenue. These filings explain how Ibotta earns fees per redemption, how campaign setup fees are recognized over time, and how management uses non-GAAP metrics to evaluate operational trends and cash-generating capacity.
On Stock Titan, each filing is accompanied by AI-powered summaries that highlight the main points, helping readers quickly understand complex disclosures. Real-time updates from EDGAR ensure that new 8-K, 10-Q, 10-K, and other forms appear promptly, while insider transaction reports on Form 4, when filed, can be used to track equity activity by Ibotta’s officers and directors.
Whether you are looking for detailed financial statements, descriptions of the IPN and digital promotions model, or documentation of executive appointments, this SEC filings page offers structured access to Ibotta’s regulatory history along with AI-generated context.
Ibotta, Inc. is asking shareholders to vote at its virtual 2026 annual meeting on May 19, 2026. The agenda includes electing two Class II directors, an advisory Say‑on‑Pay vote on executive compensation, choosing how often future Say‑on‑Pay votes occur, and ratifying KPMG as auditor for 2026.
The company highlights 2025 as a year of strategic investment, including new CFO and CRO appointments, the launch of its LiveLift™ measurement tool, and expansion of the Ibotta Performance Network with DoorDash following an Instacart partnership. The proxy also describes its dual‑class voting structure, controlled status under founder Bryan Leach, board composition and skills, director pay, ESG initiatives, and audit fees of $1.625 million for 2025.
Koch, Inc. and affiliated entities filed a Schedule 13D reporting beneficial ownership of 4,389,129 Class A common shares of Ibotta, Inc., equal to about 20.7% of the Public Shares outstanding as of January 31, 2026.
The stake arose from Ibotta’s IPO, when pre-IPO securities held by Koch-affiliated entities were reclassified one-for-one into Public Shares, and from a later reduction in shares outstanding due to Ibotta stock repurchases. The reporting group describes itself as passive investors and notes that, because Ibotta’s CEO and related parties control a substantial majority of voting power through Class B shares carrying 20 votes per share, the Koch group holds less than 10% of the combined voting power. They may buy more or sell some of their position over time.
Ibotta, Inc. reported that its Board of Directors has increased the authorization under its existing share repurchase program by an additional $100 million of Class A common stock, effective immediately. This follows a prior authorization of $300 million approved beginning in August 2024.
The share repurchase program has no expiration date. Repurchases may occur over time through open market purchases or privately negotiated transactions, potentially including transactions made under Rule 10b-18 and Rule 10b5-1 plans. The company is not obligated to repurchase any specific amount and may suspend or terminate the program at its discretion, depending on price, market conditions, business needs, and alternative investment opportunities.
Ibotta, Inc. chief people officer Marisa Daspit reported an open-market sale of 2,956 shares of Class A Common Stock at $24.06 per share. After this transaction, she directly owns 127,597 shares of Ibotta Class A Common Stock. The sale was executed under a pre-established Rule 10b5-1 trading plan adopted on May 29, 2025.
Marisa Alexander-Daspit filed a Form 144 to sell 2,956 Class A shares tied to restricted stock vesting, with the transaction dated 03/01/2026.
The filing also reports a prior sale of 10 Class A shares on 12/05/2025. The sale is listed under the issuer compensation/vesting entry and the brokerage appears as Fidelity Brokerage Services LLC.
Ibotta, Inc. director and CEO Bryan Leach reported several equity movements involving Class A and Class B common stock. On March 2, 2026, he converted 60,000 shares of Class B Common Stock into 60,000 shares of Class A Common Stock at no cost, at his election. He then made a bona fide gift of 60,000 Class A shares, transferring 20,000 shares each to his mother, niece, and nephew, with these gifts described as exempt from Section 16(b) by Rule 16b-5. Following these transactions, he held 885,122 Class A shares directly and continued to hold Class B shares both directly and indirectly through trusts where his spouse serves as trustee. The filing also notes that certain securities are restricted stock units representing the right to receive Class A shares upon vesting.
Ibotta, Inc. Chief Business Development Officer Amir El Tabib reported a Form 4 transaction involving 4,394 shares of Class A Common Stock at $24.97 per share. According to the filing, these shares were withheld by the company to cover income tax obligations from vesting RSUs, not sold on the open market. After this tax-withholding disposition, El Tabib directly owned 207,573 shares of Ibotta Class A Common Stock.
Ibotta, Inc. vice president of accounting Jared Chomko reported an automatic share withholding tied to restricted stock units. On this Form 4, 556 shares of Class A common stock at $24.97 per share were withheld by the company to cover income tax obligations when previously granted RSUs vested. The filing explicitly states this is not a sale of shares by Chomko, but a tax-withholding disposition. After this transaction, he held 33,549 shares of Class A common stock directly.
Ibotta, Inc. CEO and President Bryan Leach reported a Form 4 transaction involving 14,820 shares of Class A Common Stock at $24.97 per share. The shares were withheld by the company to cover income tax and withholding obligations tied to vesting restricted stock units, not sold in the open market. After this tax-withholding disposition, Leach directly holds 885,122 shares of Class A Common Stock.