Luke Roy Swanson - 06 Oct 2025 Form 4 Insider Report for Ibotta, Inc. (IBTA)

Reporting relationship: CHIEF TECHNOLOGY OFFICER
Issuer ticker: IBTA
Reported as of: 06 Oct 2025
Net transaction value: +$75,793
SEC form: 4
Accepted by SEC: 08 Oct 2025, 16:40:15 UTC
Prior SEC filing: 03 Sep 2025
Next SEC filing: 03 Dec 2025
Source filing: View source filing
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 08 Oct 2025.

Key facts

This page summarizes Luke Roy Swanson's Form 4 filing for Ibotta, Inc. (IBTA).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 08 Oct 2025, 16:40.

Change

Previous filing in this sequence was filed on 03 Sep 2025.
Current net transaction value: +$75,793.

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., 1801 CALIFORNIA STREET, SUITE 400, DENVER
Signature: /s/ David T. Shapiro, by power of attorney
Signature date: 08 Oct 2025

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: $75,793
Shares: +14,167
Change %: +5.8%
Price: $5.35
Shares after: 259,812
Date: 06 Oct 2025
Ownership: Direct
Footnotes: F1

IBTA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 206,000
Date: 06 Oct 2025
Ownership: See footnote
Footnotes: F2

IBTA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 285,342
Date: 06 Oct 2025
Ownership: See footnote
Footnotes: F3

IBTA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 45,045
Date: 06 Oct 2025
Ownership: See footnote
Footnotes: F4

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: -14,167
Change %: -40%
Price: $0.000000
Shares after: 20,833
Date: 06 Oct 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 14,167
Exercise price: $5.35
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

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 F2

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.

Footnote F3

These shares are held by Reporting Person's spouse.

Footnote F4

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 F5

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