Jared Chomko - 22 Apr 2024 Form 4 Insider Report for Ibotta, Inc. (IBTA)

Reporting relationship: VICE PRESIDENT, ACCOUNTING
Issuer ticker: IBTA
Reported as of: 22 Apr 2024
Net transaction value: $0
SEC form: 4
Accepted by SEC: 22 Apr 2024, 16:05:23 UTC
Prior SEC filing: 17 Apr 2024
Next SEC filing: 19 Nov 2024
Source filing: View source filing
Reporting owner signature: /s/ David Shapiro, by power of attorney

Key filing fact

Jared Chomko filed Form 4 for Ibotta, Inc. (IBTA) on 22 Apr 2024.

Key facts

This page summarizes Jared Chomko's Form 4 filing for Ibotta, Inc. (IBTA).
10 reported transactions and 8 derivative rows are listed below.
Accepted by SEC: 22 Apr 2024, 16:05.

Change

Previous filing in this sequence was filed on 17 Apr 2024.
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

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

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

IBTA transaction

Common Stock

Other

Transaction value
Shares: -7,016
Change %: -100%
Price
Shares after: 0
Date: 22 Apr 2024
Ownership: Direct
Footnotes: F1

IBTA transaction

Class A Common Stock

Other

Transaction value
Shares: +7,016
Change %
Price
Shares after: 7,016
Date: 22 Apr 2024
Ownership: Direct
Footnotes: F1, F2

Reported derivative securities

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

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: -5,984
Change %: -100%
Price
Shares after: 0
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5,984
Exercise price: $12.45
Footnotes: F1, F3

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: +5,984
Change %
Price
Shares after: 5,984
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 5,984
Exercise price: $12.45
Footnotes: F1, F3

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: -1,500
Change %: -100%
Price
Shares after: 0
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,500
Exercise price: $22.20
Footnotes: F1, F4

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: +1,500
Change %
Price
Shares after: 1,500
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 1,500
Exercise price: $22.20
Footnotes: F1, F4

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: -7,500
Change %: -100%
Price
Shares after: 0
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 7,500
Exercise price: $19.25
Footnotes: F1, F5

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: +7,500
Change %
Price
Shares after: 7,500
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 7,500
Exercise price: $19.25
Footnotes: F1, F5

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: -5,000
Change %: -100%
Price
Shares after: 0
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5,000
Exercise price: $10.40
Footnotes: F1, F6

IBTA transaction Derivative

Employee Stock Option (right to buy)

Other

Transaction value
Shares: +5,000
Change %
Price
Shares after: 5,000
Date: 22 Apr 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 5,000
Exercise price: $10.40
Footnotes: F1, F6

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically 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

Certain of 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

This option, originally for 10,000 shares of Common Stock, vested as to 1/4th of the shares on March 29, 2022 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Footnote F4

1/3rd of the shares subject to the option are vested, 1/3rd of the shares subject to the option vest upon completion of the IPO, and 1/3rd of the shares subject to the option vest upon completion of the Issuer's second public earnings release following completion of the IPO.

Footnote F5

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 F6

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.