Key facts
- This page summarizes Luke Roy Swanson's Form 4 filing for Ibotta, Inc. (IBTA).
- 5 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 03 Sep 2026, 17:34.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Tax liability
Sale
Sale
Sale
Sale
No transaction description listed
No transaction description listed
Additional SEC filing notes
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).
Footnote F1
This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units ("RSUs").
Footnote F2
Certain of these securities are 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
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 F4
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.18 to $37.17 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
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.19 to $37.40 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 F6
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.23 to $37.22 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 F7
These shares are held by Reporting Person's spouse.
Footnote F8
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.23 to $37.41 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 F9
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 F10
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.