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Ibotta SEC Filings

IBTA NYSE

Ibotta, Inc. filings document the public-company record for a digital promotions business built around the Ibotta Performance Network. Results-focused Form 8-K reports furnish quarterly and annual operating updates, including revenue, redemption revenue, profitability measures, adjusted EBITDA, operating cash flow and free cash flow tied to its performance marketing model.

The filing record also covers capital allocation and governance matters, including Class A common stock repurchase authorization, definitive proxy disclosures on annual meeting governance, executive compensation and equity awards, and Form 8-K disclosures for finance leadership and principal accounting officer responsibilities.

Filing
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Ibotta reported a Form 144 filing disclosing an insider sale. The filing lists Class A Common Stock to be sold through J.P. Morgan Securities LLC on 05/12/2026 (NYSE). The filing shows that Thomas D. Lehrman executed a sale of 10,000 shares on 05/11/2026.

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Ibotta, Inc. (IBTA) reported a proposed sale of Class A Common Stock under a Form 144 notice. The excerpt shows 10,000 shares of Class A Common Stock associated with Thomas D. Lehrman were reported on 05/11/2026 as sold during the past three months. This filing is a routine notice of a proposed resale through a broker-dealer.

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Filing
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quarterly report
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quarterly report
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Rhea-AI Summary

Ibotta, Inc. reported first quarter 2026 results with revenue of $82.5 million, down 2% year-over-year, and a net loss of $10.3 million, or a 13% net loss margin. Adjusted EBITDA was $8.7 million with an 11% margin, and non-GAAP net income was $6.0 million, a 50% decline from a year earlier.

The company generated $30.4 million of cash from operating activities and free cash flow of $23.3 million, while repurchasing 1.9 million shares for $44.7 million. Third-party publisher activity was strong, with 70.7 million redemptions and 19.7 million redeemers, each up 15% year-over-year, offset by declines in direct-to-consumer metrics. Management highlighted multi-year exclusive partnerships with Uber and Giant Eagle and guided second quarter 2026 revenue to $82–$86 million and adjusted EBITDA to $9–$12 million, implying a modest year-over-year revenue decline at the midpoint.

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Ibotta, Inc. reported first quarter 2026 results with revenue of $82.5 million, down 2% year-over-year, and a net loss of $10.3 million, or a 13% net loss margin. Adjusted EBITDA was $8.7 million with an 11% margin, and non-GAAP net income was $6.0 million, a 50% decline from a year earlier.

The company generated $30.4 million of cash from operating activities and free cash flow of $23.3 million, while repurchasing 1.9 million shares for $44.7 million. Third-party publisher activity was strong, with 70.7 million redemptions and 19.7 million redeemers, each up 15% year-over-year, offset by declines in direct-to-consumer metrics. Management highlighted multi-year exclusive partnerships with Uber and Giant Eagle and guided second quarter 2026 revenue to $82–$86 million and adjusted EBITDA to $9–$12 million, implying a modest year-over-year revenue decline at the midpoint.

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Filing
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annual report
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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.

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proxy
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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.

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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.

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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.

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FAQ

How many Ibotta (IBTA) SEC filings are available on StockTitan?

StockTitan tracks 81 SEC filings for Ibotta (IBTA), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Ibotta (IBTA)?

The most recent SEC filing for Ibotta (IBTA) was filed on May 12, 2026.