IBTA SEC Filing News — Ibotta, Inc.

Latest SEC filings for Ibotta, Inc. (IBTA) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-07.

Ibotta, Inc., a technology company, provides digital promotion services to clients in the United States. The company sources digital promotions from its clients primarily consumer packaged goods brands and distributes these promotions to consumers through its network of publishers enabled by Ibotta Performance Network (IPN), a technology platform. It offers promotional services through the IPN, including direct-to-consumer mobile, web, and browser extension properties, as well as third-party pub…
Sector: Technology Industry: Software - Application Market Cap: $1.1B
20
Total Filings
0
Bullish Classifications
7
Bearish Classifications
14
Insider Transactions
1
Material Events (8-K)
0
Periodic Reports
Rule-based classifications for IBTA currently lean bearish. Of the 20 filing records displayed, 7 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
IBTA Filing Activity Snapshot 2026-09-03 — 2026-10-07
Insider Transactions (Form 4)
0 buys vs 7 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$4.41M
Bryan Leach · 2026-09-08
114,813 shares · Form 144
Form 144 Notices
5
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 14 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 14 filings in this group are Form 4s for Ibotta, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 14 insider filings shown, the breakdown is 7 open-market sale, 6 tax withholding and 1 compensation award. 7 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×7
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Tax withholding ×6
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Compensation award ×1
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Form 4 Open-market sale Insider Selling 2026-10-07

IBTA insider Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) sold 15,142 shares (~$627.3K)

Leach Bryan, listed as Director, CEO AND PRESIDENT, 10% Owner at Ibotta, Inc., reported an open-market sale of 15,142 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 2,999 $3.99 $12.0K
M Option exercise 7,113 $5.05 $35.9K
S Open-market sale 10,049 $41.36 $415.6K
S Open-market sale 63 $42.03 $2.6K
M Option exercise 5,030 $5.05 $25.4K
S Open-market sale 5,030 $41.57 $209.1K
M Option exercise derivative · Employee Stock Option (right to buy) 2,999 — —
M Option exercise derivative · Employee Stock Option (right to buy) 7,113 — —
M Option exercise derivative · Employee Stock Option (right to buy) 5,030 — —
Filing: Form 4 (Insider Transaction) Insider: Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) Shares: 15,142 Est. Value: $627.3K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-10-05

IBTA insider Swanson Luke Roy (CHIEF TECHNOLOGY OFFICER) sold 11,880 shares (~$472.8K)

Swanson Luke Roy, listed as CHIEF TECHNOLOGY OFFICER at Ibotta, Inc., reported an open-market sale of 11,880 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 4,124 $39.62 $163.4K
S Open-market sale 1,816 $40.20 $73.0K
S Open-market sale 4,124 $39.62 $163.4K
S Open-market sale 1,816 $40.20 $73.0K
Filing: Form 4 (Insider Transaction) Insider: Swanson Luke Roy (CHIEF TECHNOLOGY OFFICER) Shares: 11,880 Est. Value: $472.8K
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-09-24

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

Weisman Tony (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 10,339 — —
Filing: Form 4 (Insider Transaction) Insider: Weisman Tony (Director) Shares: 10,339
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-23

IBTA insider Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) sold 15,142 shares (~$626.0K)

Leach Bryan, listed as Director, CEO AND PRESIDENT, 10% Owner at Ibotta, Inc., reported an open-market sale of 15,142 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 13,418 $3.99 $53.5K
S Open-market sale 13,418 $41.34 $554.8K
M Option exercise 1,724 $3.99 $6.9K
S Open-market sale 1,717 $41.31 $70.9K
S Open-market sale 7 $41.94 $293.58
M Option exercise derivative · Employee Stock Option (right to buy) 13,418 — —
M Option exercise derivative · Employee Stock Option (right to buy) 1,724 — —
Filing: Form 4 (Insider Transaction) Insider: Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) Shares: 15,142 Est. Value: $626.0K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-14

IBTA insider Swanson Luke Roy (CHIEF TECHNOLOGY OFFICER) sold 40,200 shares (~$1.61M)

Swanson Luke Roy, listed as CHIEF TECHNOLOGY OFFICER at Ibotta, Inc., reported an open-market sale of 40,200 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 20,100 $40.04 $804.9K
S Open-market sale 16,500 $40.07 $661.2K
S Open-market sale 3,600 $39.90 $143.6K
Filing: Form 4 (Insider Transaction) Insider: Swanson Luke Roy (CHIEF TECHNOLOGY OFFICER) Shares: 40,200 Est. Value: $1.61M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-10

IBTA insider Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) sold 39,103 shares (~$1.47M)

Leach Bryan, listed as Director, CEO AND PRESIDENT, 10% Owner at Ibotta, Inc., reported an open-market sale of 39,103 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 15,142 $3.99 $60.4K
S Open-market sale 7,503 $37.25 $279.5K
S Open-market sale 26,497 $37.83 $1.00M
S Open-market sale 5,103 $37.74 $192.6K
M Option exercise derivative · Employee Stock Option (right to buy) 15,142 — —
Filing: Form 4 (Insider Transaction) Insider: Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) Shares: 39,103 Est. Value: $1.47M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-03

IBTA insider Swanson Luke Roy (CHIEF TECHNOLOGY OFFICER) sold 11,880 shares (~$439.2K)

Swanson Luke Roy, listed as CHIEF TECHNOLOGY OFFICER at Ibotta, Inc., reported an open-market sale of 11,880 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 11,692 $37.21 $435.1K
S Open-market sale 2,858 $36.62 $104.7K
S Open-market sale 3,082 $37.28 $114.9K
S Open-market sale 2,858 $36.63 $104.7K
S Open-market sale 3,082 $37.30 $114.9K
Filing: Form 4 (Insider Transaction) Insider: Swanson Luke Roy (CHIEF TECHNOLOGY OFFICER) Shares: 11,880 Est. Value: $439.2K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-03

IBTA insider Daspit Marisa (CHIEF PEOPLE OFFICER) sold 4,668 shares (~$174.1K)

Daspit Marisa, listed as CHIEF PEOPLE OFFICER at Ibotta, Inc., reported an open-market sale of 4,668 IBTA shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 2,951 $37.21 $109.8K
S Open-market sale 802 $36.66 $29.4K
S Open-market sale 910 $37.31 $34.0K
S Open-market sale 1,779 $37.25 $66.3K
S Open-market sale 1,177 $37.78 $44.5K
Filing: Form 4 (Insider Transaction) Insider: Daspit Marisa (CHIEF PEOPLE OFFICER) Shares: 4,668 Est. Value: $174.1K
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

Puckett Matthew H (Chief Financial Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 33,347 $37.21 $1.24M
Filing: Form 4 (Insider Transaction) Insider: Puckett Matthew H (Chief Financial Officer) Shares: 33,347
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

El Tabib Amir (Chief Business Dev. Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 3,404 $37.21 $126.7K
Filing: Form 4 (Insider Transaction) Insider: El Tabib Amir (Chief Business Dev. Officer) Shares: 3,404
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

Shapiro David T (CHIEF LEGAL OFFICER) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 6,821 $37.21 $253.8K
Filing: Form 4 (Insider Transaction) Insider: Shapiro David T (CHIEF LEGAL OFFICER) Shares: 6,821
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

Chomko Jared (SR VICE PRESIDENT - ACCOUNTING) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 469 $37.21 $17.5K
Filing: Form 4 (Insider Transaction) Insider: Chomko Jared (SR VICE PRESIDENT - ACCOUNTING) Shares: 469
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

Riedy Christopher J (Chief Revenue Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 12,988 $37.21 $483.3K
Filing: Form 4 (Insider Transaction) Insider: Riedy Christopher J (Chief Revenue Officer) Shares: 12,988
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

IBTA insider Form 4 filed for equity award, exercise, or tax withholding

Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 18,637 $37.21 $693.5K
Filing: Form 4 (Insider Transaction) Insider: Leach Bryan (Director, CEO AND PRESIDENT, 10% Owner) Shares: 18,637
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 5 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Ibotta, Inc. has 5 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-10-01

IBTA Form 144 filed for proposed insider sale by Swanson Luke Roy (5,940 shares) ~$233.5K

Swanson Luke Roy filed a Form 144 with the SEC indicating intent to sell IBTA (Ibotta, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Swanson Luke Roy Shares: 5,940 Est. Value: $233.5K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-10-01

IBTA Form 144 filed for proposed insider sale by Swanson Luke Roy (5,940 shares) ~$233.5K

Swanson Luke Roy filed a Form 144 with the SEC indicating intent to sell IBTA (Ibotta, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Swanson Luke Roy Shares: 5,940 Est. Value: $233.5K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-10

IBTA Form 144 filed for proposed insider sale by Swanson Luke Roy (16,500 shares) ~$661.2K

Swanson Luke Roy filed a Form 144 with the SEC indicating intent to sell IBTA (Ibotta, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Swanson Luke Roy Shares: 16,500 Est. Value: $661.2K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-10

IBTA Form 144 filed for proposed insider sale by Swanson Luke Roy (20,100 shares) ~$804.9K

Swanson Luke Roy filed a Form 144 with the SEC indicating intent to sell IBTA (Ibotta, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Swanson Luke Roy Shares: 20,100 Est. Value: $804.9K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-08

IBTA Form 144 filed for proposed insider sale by Bryan Leach (114,813 shares) ~$4.41M

Bryan Leach filed a Form 144 with the SEC indicating intent to sell IBTA (Ibotta, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Bryan Leach Shares: 114,813 Est. Value: $4.41M
View on SEC EDGAR → Open Filing Document →
Material Events 1 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There is 1 in this period for Ibotta, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-24

IBTA filed 8-K — material company event

Ibotta, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →

How we classify Ibotta, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on IBTA. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — IBTA SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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