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

Reporting relationship
CEO AND PRESIDENT, Director, 10%+ Owner
Issuer ticker
IBTA
Reported as of
17 Apr 2024
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
3
Accepted by SEC
17 Apr 2024, 20:16:53 UTC
Next SEC filing
22 Apr 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ David Shapiro, by power of attorney

Key filing fact

Bryan Leach filed Form 3 for Ibotta, Inc. (IBTA) on 17 Apr 2024.

Key facts

  • This page summarizes Bryan Leach's Form 3 filing for Ibotta, Inc. (IBTA).
  • 0 reported transactions and 9 derivative rows are listed below.
  • Accepted by SEC: 17 Apr 2024, 20:16.

Change

  • No earlier filing in this sequence is available for direct comparison.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

IBTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,153,048
Date
17 Apr 2024
Ownership
Direct
Footnotes
F1, F2
IBTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
405,000
Date
17 Apr 2024
Ownership
See footnote
Footnotes
F1, F3
IBTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
45,000
Date
17 Apr 2024
Ownership
See footnote
Footnotes
F1, F4
IBTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
405,000
Date
17 Apr 2024
Ownership
See footnote
Footnotes
F1, F5
IBTA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
45,000
Date
17 Apr 2024
Ownership
See footnote
Footnotes
F1, F6

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
212,000
Exercise price
$3.99
Footnotes
F1, F7
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
30,000
Exercise price
$5.05
Footnotes
F1, F7
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
50,000
Exercise price
$5.35
Footnotes
F1, F7
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
50,000
Exercise price
$12.75
Footnotes
F1, F7
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
250,000
Exercise price
$8.30
Footnotes
F1, F8
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
176,471
Exercise price
$22.20
Footnotes
F1, F9
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
176,471
Exercise price
$22.20
Footnotes
F1, F10
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$19.25
Footnotes
F1, F11
IBTA holding Derivative

Employee Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date
17 Apr 2024
Ownership
Direct
Underlying class
Common Stock
Underlying amount
60,000
Exercise price
$10.40
Footnotes
F1, F12
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 12 footnotes

Footnote 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.

Footnote 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.

Footnote F3

By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021.

Footnote F4

By Spouse as Trustee for the the Elysian 2024 GST Trust u/a/d March 20, 2024.

Footnote F5

By Spouse as Trustee for the the Orion 2021 Legacy Trust u/a/d May 11, 2021.

Footnote F6

By Spouse as Trustee for the the Orion 2024 GST Trust u/a/d March 20, 2024.

Footnote F7

All of the shares subject to this option are fully vested and exercisable as of the date hereof.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

SEC remarks

Exhibit 24 - Power of Attorney

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