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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell◇Significant stake declared (13D)●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Oct 6, 2026Reported sale · Form 4Bryan Leach, CEO AND PRESIDENT · $209.1KOpen the filing ↗
- Oct 5, 2026Reported sale · Form 4Bryan Leach, CEO AND PRESIDENT · $415.6KOpen the filing ↗
- Oct 5, 2026Reported sale · Form 4Bryan Leach, CEO AND PRESIDENT · $2.6KOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record39022 flagged findings
Reported transactions (Form 4)80since Feb 27, 2025 · and 40 other holdings
Corporate events (8-K)9since Dec 10, 2024
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Ibotta, Inc. is an American mobile technology company headquartered in Denver, Colorado. Founded in 2011, the company offers cash back rewards on various purchases through its Ibotta Performance Network and direct to consumer app. Ibotta partners with CPG brands and network publishers to provide these rewards. As of 2024, the company operates solely in the United States. The company's rewards-as-a-service offering, the Ibotta Performance Network, went live in 2022.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-06capital return (buybacks/dividends)recentOpen filing ↗“…all our employees located in the Denver area; • our ability to obtain additional capital and maintain cash flow or obtain adequate…”
+1 more passage from the same document
- “…of the service conditions of the Walmart Warrant. As of March 31, 2026, unrecognized stock-based compensation expense related to…”
- 2026-05-06regulatory investigationrecentOpen filing ↗“…of relevant guidelines, any different or varying guidelines regarding internet-based advertising issued by government…”
- 2026-03-12capital return (buybacks/dividends)recentOpen filing ↗“…growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended…”
+1 more passage from the same document
- “…elected not to use the extended transition period for complying with any new or revised financial accounting standards provided…”
- 2026-02-26share offering or dilution eventrecentOpen filing ↗“…the passage of time after the achievement of 116 Table of Contents Ibotta, Inc. Notes to Financial Statements certain…”
+1 more passage from the same document
- “…time after the achievement of 116 Table of Contents Ibotta, Inc. Notes to Financial Statements certain milestones, subject to…”
- 2026-02-26capital return (buybacks/dividends)recentOpen filing ↗“…all our employees located in the Denver area; • our ability to obtain additional capital and maintain cash flow or obtain adequate…”
+1 more passage from the same document
- “…stock structure of our common stock concentrates voting control with Bryan Leach, our Founder, Chief Executive Officer, President,…”
- 2026-02-26regulatory investigationrecentOpen filing ↗“…of relevant guidelines, any different or varying guidelines regarding internet-based advertising issued by government…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 390)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 5, 26Form 4/A ↗Insider transaction · amendment
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Oct 1, 26Form 144 ↗Notice of proposed sale
- Oct 1, 26Form 144 ↗Notice of proposed sale
- Sep 25, 26Form 4/A ↗Insider transaction · amendment
- Sep 24, 26Form 4 ↗Insider transaction
- Sep 24, 26Form 3 ↗Insider transaction
- Sep 24, 268-K ↗Current report · A senior executive left or was appointed
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Sep 10, 26Form 144 ↗Notice of proposed sale
- Sep 10, 26Form 144 ↗Notice of proposed sale
- Sep 10, 26Form 4 ↗Insider transaction
- Sep 8, 26Form 144 ↗Notice of proposed sale
Insider transaction · 8 Form 4 filingsshow all 8hide
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Sep 2, 26Form 144 ↗Notice of proposed sale
- Sep 1, 26Form 144 ↗Notice of proposed sale
390 filings on record, the oldest from Nov 22, 23.
Listing the 25 most recent filings of the 390 on record.
36
6 senior executive changes2025 – 2026show all 6hide
- Sep 24, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 22, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 16, 25A senior executive left or was appointed8-K 5.02 ↗
- Aug 11, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 31, 25A senior executive left or was appointed8-K/A 5.02 ↗
- Mar 14, 25A senior executive left or was appointed8-K 5.02 ↗
- Dec 10, 24Entered a material agreement+2 more in the same filing8-K 1.01 ↗
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13D: stake and stated purpose
Filed by holders above 5% of a share class who cannot use the short form. It includes the investor's stated purpose: read it before assuming they seek influence.
- KDT Ibotta Holdings, LLC20.7%Feb 26, 26SCHEDULE 13D ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Clark Jermoluk Founders Fund I LLC15.2%Sep 30, 24SCHEDULE 13G ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
- D. E. Shaw & Co., L.P.7.2%Dec 31, 25SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum. · 2 earlier filings
- Barclays PLC6.0%Sep 30, 24SCHEDULE 13G/A ↗
- Ramya Rao6.0%Sep 30, 24SCHEDULE 13G ↗
- The Vanguard Group5.0%Dec 31, 25SCHEDULE 13G/A ↗1 earlier filing
show 3 more holdershide
- Sumitomo Mitsui Trust Group, Inc.1.5%Dec 31, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- Amova Asset Management Americas, Inc.1.5%Dec 31, 25SCHEDULE 13G/A ↗1 earlier filing
- Southpoint Master Fund, LP1.1%Jun 30, 25SCHEDULE 13G ↗6 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Oct 1, Swanson Luke Roy filed notice of intent to sell up to $234K. That is about 0.03% of shares outstanding. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $473K across 4 trades on Oct 1, per their Form 4. Their sales over those 90 days add up to 200% of the amount announced. 9 other notices of theirs overlap this window.
View notice (Form 144) ↗+9 more recent notices · 6 with a later sale
- Oct 6, 26Sell$209KBryan LeachCEO AND PRESIDENT↗
- Oct 5, 26Sell$416KBryan LeachCEO AND PRESIDENT↗
- Oct 5, 26Sell$3KBryan LeachCEO AND PRESIDENT↗
- Oct 1, 26Sell$163KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
- Oct 1, 26Sell$73KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
- Oct 1, 26Sell$163KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
- Oct 1, 26Sell$73KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
- Sep 22, 26Sell$71KBryan LeachCEO AND PRESIDENT↗
- Sep 22, 26Sell$294Bryan LeachCEO AND PRESIDENT↗
- Sep 21, 26Sell$555KBryan LeachCEO AND PRESIDENT↗
- Sep 10, 26Sell$805KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
- Sep 10, 26Sell$144KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
There are 12 more transactions in this stretch.
Stock compensation, tax and giftsshow the 16 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Oct 6, 26Compensation$25KBryan LeachCEO AND PRESIDENT↗
- Oct 5, 26Compensation$12KBryan LeachCEO AND PRESIDENT↗
- Oct 5, 26Compensation$36KBryan LeachCEO AND PRESIDENT↗
- Sep 22, 26Compensation$7KBryan LeachCEO AND PRESIDENT↗
- Sep 22, 26Compensationamount n/aTony Weisman↗
- Sep 21, 26Compensation$54KBryan LeachCEO AND PRESIDENT↗
- Sep 8, 26Compensation$60KBryan LeachCEO AND PRESIDENT↗
- Sep 1, 26Tax$693KBryan LeachCEO AND PRESIDENT↗
- Sep 1, 26Tax$483KChristopher J RiedyChief Revenue Officer↗
- Sep 1, 26Tax$17KJared ChomkoSR VICE PRESIDENT - ACCOUNTING↗
- Sep 1, 26Tax$254KDavid T ShapiroCHIEF LEGAL OFFICER↗
- Sep 1, 26Tax$127KTabib Amir ElChief Business Dev. Officer↗
- Sep 1, 26Tax$1.2MMatthew H PuckettChief Financial Officer↗
- Sep 1, 26Tax$110KMarisa DaspitCHIEF PEOPLE OFFICER↗
- Sep 1, 26Tax$435KLuke Roy SwansonCHIEF TECHNOLOGY OFFICER↗
- Aug 25, 26Tax$16KJared ChomkoSR VICE PRESIDENT - ACCOUNTING↗
The full record holds 622 transactions and goes back to Apr 17, 24.
Its sector and its market
Ibotta Inc. among Information Technology companies
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- 390 documents on file, from Nov 22, 2023 to Oct 7, 2026.
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- Wikipedia, read on Sep 3, 2026.
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Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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