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.
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.
Ibotta, Inc. CEO and President Bryan Leach made a bona fide gift of 50,000 shares of Class A common stock to a charitable donor advised fund. This was a no‑price, non-market transfer. After the gift, he directly holds 866,484 shares of Class A common stock.
Ibotta, Inc. CEO and President Bryan Leach reported a combination of option exercises and share sales in Class A Common Stock. He exercised employee stock options to acquire 15,154 shares at $3.99 per share and sold 15,154 shares in open-market transactions at prices around $32 per share.
The sales were made under a previously established Rule 10b5-1 trading plan, indicating they were pre-planned. Following these transactions, Leach directly holds 916,484 shares of Class A Common Stock and has 196,846 stock options remaining, all fully vested and exercisable.
IBTA reports proposed sales of Class A Common Stock under a Form 144 notice, including 178,717 shares described as "acquired upon option exercise" on 06/08/2026. The filing also lists two prior gifts of 17,500 shares each dated 03/20/2024.
The filing states the securities to be sold were acquired by option exercise and by gift; it notes no securities sold during the past three months in the excerpt. Timing and broker/distribution methods are shown for the proposed sale entries in the excerpt.
Ibotta, Inc. CEO and President Bryan Leach reported a share-class conversion. On June 4, 2026, he converted 50,000 shares of Class B Common Stock into 50,000 shares of Class A Common Stock at no cost, reflecting a 1-for-1 exchange.
Following the transaction, Leach directly holds 916,484 shares of Class A Common Stock and 2,208,424 shares of Class B Common Stock. Additional Class B positions are held indirectly through spouse‑managed trusts, including blocks with 120,000 and 289,500 underlying Class A shares each. The filing also notes that certain securities are restricted stock units that vest into Class A shares over time.
Ibotta, Inc. chief technology officer Luke Roy Swanson reported open-market sales of a total of 11,880 shares of Class A Common Stock on June 4, 2026. The shares were sold in multiple transactions at weighted average prices around $32.86 and $33.71 per share.
According to a footnote, these transactions were executed under a Rule 10b5-1 trading plan established on March 6, 2026, indicating they were pre-arranged. After the sales, Swanson directly holds 496,652 shares, with additional indirect holdings, including 206,000 and 45,045 shares reported through related entities and family accounts.
Ibotta, Inc. director and CEO Bryan Leach reported a routine tax-related share disposition. On this Form 4, 18,638 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax obligations tied to vesting restricted stock units.
The footnotes state this is not a sale of shares by Leach but a withholding by the issuer in connection with the net settlement of previously reported RSUs. After this transaction, Leach holds 866,484 shares of Class A Common Stock directly.
Ibotta, Inc. Chief Technology Officer Luke Roy Swanson reported routine updates to his shareholdings in a Form 4. The only transaction was a code F event where 11,640 shares of Class A Common Stock were withheld by the company at $34.25 per share to cover income tax obligations tied to vesting and net settlement of previously reported restricted stock units, which the footnote states is not a sale by him. After this tax-withholding disposition, he directly holds 501,784 shares of Class A Common Stock. The filing also reports indirect holdings of 206,000 shares held by Flat Tops Ventures, LLC, 285,342 shares held by his spouse, and 45,045 shares held by Flat Tops 2024 Trust, reflecting family and trust-related ownership structures rather than new market trades.
Ibotta, Inc. Chief Revenue Officer Christopher J. Riedy reported a tax-related share disposition involving the company’s Class A Common Stock. On June 1, 2026, 11,998 shares were withheld at $34.25 per share to cover income tax and withholding obligations tied to the vesting and net settlement of previously reported restricted stock units (RSUs). This event is explicitly described as not a sale of shares by the executive. After the withholding, Riedy directly holds 376,375 shares of Class A Common Stock.