Luke Roy Swanson - 01 Jul 2026 Form 4 Insider Report for Ibotta, Inc. (IBTA)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
06 Jul 2026, 17:08:20 UTC
Prior SEC filing
08 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ David T. Shapiro, by power of attorney

Key filing fact

Luke Roy Swanson filed Form 4 for Ibotta, Inc. (IBTA) on 06 Jul 2026.

Key facts

  • This page summarizes Luke Roy Swanson's Form 4 filing for Ibotta, Inc. (IBTA).
  • 4 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 06 Jul 2026, 17:08.

Change

  • Previous filing in this sequence was filed on 08 Jun 2026.
  • Current net transaction value: -$417,438.

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

Reporting Owners (1)

CIK 0001873513 Primary reporting owner

Swanson Luke Roy

Relationship
CHIEF TECHNOLOGY OFFICER
Address
C/O IBOTTA, INC., 1400 16TH STREET, SUITE 600, DENVER
Signature
/s/ David T. Shapiro, by power of attorney
Signature date
06 Jul 2026

Reported non-derivative transactions

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

IBTA transaction

Class A Common Stock

Sale

Transaction value
$93,855
Shares
-2,699
Change %
-0.54%
Price
$34.77
Shares after
493,145
Date
01 Jul 2026
Ownership
Direct
Footnotes
F1, F2, F3
IBTA transaction

Class A Common Stock

Sale

Transaction value
$114,864
Shares
-3,241
Change %
-0.66%
Price
$35.44
Shares after
489,904
Date
01 Jul 2026
Ownership
Direct
Footnotes
F1, F3, F4
IBTA transaction

Class A Common Stock

Sale

Transaction value
$93,855
Shares
-2,699
Change %
-0.97%
Price
$34.77
Shares after
276,703
Date
01 Jul 2026
Ownership
See footnote
Footnotes
F1, F2, F5
IBTA transaction

Class A Common Stock

Sale

Transaction value
$114,864
Shares
-3,241
Change %
-1.2%
Price
$35.44
Shares after
273,462
Date
01 Jul 2026
Ownership
See footnote
Footnotes
F1, F4, F5
IBTA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
45,045
Date
01 Jul 2026
Ownership
See footnote
Footnotes
F6
IBTA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
206,000
Date
01 Jul 2026
Ownership
See footnote
Footnotes
F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 7 footnotes

Footnote F1

The transactions reflected on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the Reporting Person on March 6, 2026.

Footnote F2

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.175 to $35.165 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Footnote F3

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 F4

The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.18 to $35.94 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Footnote F5

These shares are held by Reporting Person's spouse.

Footnote F6

The shares are held by Flat Tops Ventures, LLC, which is 1% owned by the Reporting Person and 99% owned by the Swanson 2021 Irrevocable Trust for the benefit of the Reporting Person's children.

Footnote F7

These shares are held by Flat Tops 2024 Trust, of which Reporting Person's spouse is trustee, and Reporting Person's spouse and children are beneficiaries.

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