Key facts
- This page summarizes Amit Doshi's Form 3 filing for Ibotta, Inc. (IBTA).
- 0 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 17 Apr 2024, 20:19.
Amit Doshi - 17 Apr 2024 Form 3 Insider Report for Ibotta, Inc. (IBTA)
- Reporting relationship
- Director
- Issuer ticker
- IBTA
- Reported as of
- 17 Apr 2024
- Net transaction value
- $0
- SEC form
- 3
- Accepted by SEC
- 17 Apr 2024, 20:19:52 UTC
- Next SEC filing
- 22 Apr 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ David Shapiro, by power of attorney
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Amit Doshi filed Form 3 for Ibotta, Inc. (IBTA) on 17 Apr 2024.
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
View source filing
Ownership activity is grounded in SEC Form 3 disclosures.
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
- 4,545
- Date
- 17 Apr 2024
- Ownership
- Direct
- Footnotes
- F1, F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
IBTA
holding
Derivative
Series Seed Preferred Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 17 Apr 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 33,783
- Exercise price
- Footnotes
- F1, F3
IBTA
holding
Derivative
Series C-1 Preferred Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- Date
- 17 Apr 2024
- Ownership
- See footnote
- Underlying class
- Common Stock
- Underlying amount
- 252,748
- Exercise price
- Footnotes
- F1, F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 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 (the "IPO").
Footnote F2
These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
Footnote F3
Each share of Series Seed Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date.
Footnote F4
Each share of Series C-1 Preferred Stock shall automatically convert into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and has no expiration date.
Footnote F5
The shares are held by Harbor Spring Master Fund, LP. Harbor Spring Capital, LLC is the Investment Manager of Harbor Spring Master Fund, LP. The Reporting Person is the Managing Partner of Harbor Spring Capital, LLC. Each of Harbor Spring Master Fund, LP, Harbor Spring Capital, LLC and the Reporting Person may be deemed to beneficially own the securities held by Harbor Spring Master Fund, LP.
SEC remarks
Exhibit 24 - Power of Attorney