Bryan Leach - Apr 17, 2024 Form 3 Insider Report for Ibotta, Inc. (IBTA)

Role
CEO AND PRESIDENT, Director, 10%+ Owner
Signature
/s/ David Shapiro, by power of attorney
Stock symbol
IBTA
Transactions as of
Apr 17, 2024
Transactions value $
$0
Form type
3
Date filed
4/17/2024, 08:16 PM
Next filing
Apr 22, 2024
SEC
View on sec.gov

Transactions Table

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 212K $3.99 Direct F1, F7
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 30K $5.05 Direct F1, F7
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 50K $5.35 Direct F1, F7
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 50K $12.75 Direct F1, F7
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 250K $8.30 Direct F1, F8
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 176K $22.20 Direct F1, F9
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 176K $22.20 Direct F1, F10
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 25K $19.25 Direct F1, F11
holding IBTA Employee Stock Option (Right to Buy) Apr 17, 2024 Common Stock 60K $10.40 Direct F1, F12
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each share of Common Stock shall be reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock.
F2 Certain of these securities are restricted stock units (RSUs) and performance stock units (PSUs). Each RSU and PSU represents a contingent right to receive one share of the Issuer's Common Stock, subject to the applicable vesting schedule and conditions.
F3 By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021.
F4 By Spouse as Trustee for the the Elysian 2024 GST Trust u/a/d March 20, 2024.
F5 By Spouse as Trustee for the the Orion 2021 Legacy Trust u/a/d May 11, 2021.
F6 By Spouse as Trustee for the the Orion 2024 GST Trust u/a/d March 20, 2024.
F7 All of the shares subject to this option are fully vested and exercisable as of the date hereof.
F8 1/48th of the shares subject to the option vested on January 8, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
F9 1/48th of the shares subject to the option vested on August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
F10 1/48th of the shares subject to the option vested on August 15, 2022 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
F11 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
F12 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Remarks:

Exhibit 24 - Power of Attorney