Christopher J. Jensen - 05 Jun 2024 Form 4 Insider Report for Ibotta, Inc. (IBTA)

Reporting relationship: CHIEF REVENUE OFFICER
Issuer ticker: IBTA
Reported as of: 05 Jun 2024
Net transaction value: +$244,987
SEC form: 4
Accepted by SEC: 07 Jun 2024, 11:36:46 UTC
Prior SEC filing: 22 Apr 2024
Source filing: View source filing
Reporting owner signature: /s/ David Shapiro, by power of attorney

Key filing fact

Christopher J. Jensen filed Form 4 for Ibotta, Inc. (IBTA) on 07 Jun 2024.

Key facts

This page summarizes Christopher J. Jensen's Form 4 filing for Ibotta, Inc. (IBTA).
6 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 07 Jun 2024, 11:36.

Change

Previous filing in this sequence was filed on 22 Apr 2024.
Current net transaction value: +$244,987.

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

Class A Common Stock

Options Exercise

Transaction value: $225,956
Shares: +17,722
Change %: +20%
Price: $12.75^*
Shares after: 105,786
Date: 05 Jun 2024
Ownership: Direct
Footnotes: F1, F2

IBTA transaction

Class A Common Stock

Options Exercise

Transaction value: $8,649
Shares: +1,042
Change %: +0.99%
Price: $8.30^*
Shares after: 106,828
Date: 05 Jun 2024
Ownership: Direct
Footnotes: F1, F2

IBTA transaction

Class A Common Stock

Options Exercise

Transaction value: $10,383
Shares: +834
Change %: +0.78%
Price: $12.45^*
Shares after: 107,662
Date: 05 Jun 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)

Options Exercise

Transaction value: $0
Shares: -17,722
Change %: -52%
Price: $0.000000
Shares after: 16,337
Date: 05 Jun 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 17,722
Exercise price: $12.75
Footnotes: F3

IBTA transaction Derivative

Employee Stock Option (right to buy)

Options Exercise

Transaction value: $0
Shares: -1,042
Change %: -23%
Price: $0.000000
Shares after: 3,542
Date: 05 Jun 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 1,042
Exercise price: $8.30
Footnotes: F4

IBTA transaction Derivative

Employee Stock Option (right to buy)

Options Exercise

Transaction value: $0
Shares: -834
Change %: -8.5%
Price: $0.000000
Shares after: 8,958
Date: 05 Jun 2024
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 834
Exercise price: $12.45
Footnotes: 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

The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024.

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

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

Footnote F4

This option, originally for 10,000 shares, vested as to 1/48th of the shares on February 4, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.

Footnote F5

This option, originally for 10,000 shares, vested as to 1/48th of the shares on April 11, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.