Quick Takeaways
- IBTA - Ibotta, Inc. has 23 insiders with reported activity on this page.
- Net insider value flow over the last year: -$80,121,378.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 23 Insiders of Ibotta, Inc.
- Symbol
- IBTA on NYSE
- Location
- Denver, CO
What Changed
- Buy value: ; sell value: $80,121,378.
- Net share flow: -2,228,146.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$80,121,378.
Buys
$0
Shares: 0
Insiders: 0
Sells
$80,121,378
Shares: 2,228,146
Insiders: 3
Net
-$80,121,378
Shares: -2,228,146
Insiders: -3
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 2,956 | $0 | $71,121 | -$71,121 |
| 3-6 | 0 | 10 | $0 | $235 | -$235 |
| 6-9 | 0 | 2,956 | $0 | $79,635 | -$79,635 |
| 9-12 | 0 | 2,222,224 | $0 | $79,970,387 | -$79,970,387 |
Ibotta, Inc. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | 10%+ Owner | $184,244,849 | -$76,213,620 | -29% | Mixed | 26 Jun 2025 |
| Koch, Inc. | 10%+ Owner | $97,438,664 | Mixed | 01 Aug 2024 | ||
| Bryan Leach | CEO AND PRESIDENT, Director, 10%+ Owner | $66,831,924 | Mixed | 02 Mar 2026 | ||
| KDT Ibotta Holdings, LLC | 10%+ Owner | $36,429,771 | Mixed | 22 Apr 2024 | ||
| D. E. SHAW & CO, L.P. | Other*, 10%+ Owner | $23,154,178 | Filing P/S | 03 Mar 2025 | ||
| Sunit S. Patel | Chief Financial Officer | $18,884,903 | Mixed | 01 Mar 2025 | ||
| Luke Roy Swanson | Chief Technology Officer | $17,137,957 | Mixed | 01 Mar 2026 | ||
| Christopher J. Riedy | Chief Revenue Officer | $9,697,673 | Mixed | 01 Mar 2026 | ||
| Thomas D. Lehrman | Director | $8,927,940 | Mixed | 28 May 2025 | ||
| Matthew H. Puckett | Chief Financial Officer | $8,834,945 | Mixed | 29 Sep 2025 | ||
| David T. Shapiro | Chief Legal Officer | $5,848,323 | Mixed | 01 Mar 2026 | ||
| Richard I. Donahue | Chief Marketing Officer | $5,387,218 | -$3,695,313 | -41% | Mixed | 01 Sep 2025 |
| Amir el Tabib | Chief Business Dev. Officer | $5,183,097 | Mixed | 01 Mar 2026 | ||
| Larry W. Sonsini | Director | $4,955,496 | Mixed | 28 May 2025 | ||
| Marisa Daspit | Chief People Officer | $3,069,983 | -$212,445 | -6.5% | Filing P/S | 05 Mar 2026 |
| Amit Doshi | Director | $2,509,412 | Mixed | 28 May 2025 | ||
| Christopher J. Jensen | Chief Revenue Officer | $893,595 | Mixed | 05 Jun 2024 | ||
| Jared Chomko | Vice President, Accounting | $837,718 | Mixed | 01 Mar 2026 | ||
| Valarie L. Sheppard | Director | $797,989 | Mixed | 17 Sep 2025 | ||
| Stephen Bailey | Director | $423,212 | Mixed | 28 May 2025 | ||
| Amanda Baldwin | Director | $423,212 | Mixed | 28 May 2025 | ||
| Walmart Inc. | 10%+ Owner | Mixed | 16 Jul 2024 | |||
| KOCH INDUSTRIES LLC | Former 10% owner | Mixed | 01 Aug 2024 |
Top shareholders of Ibotta, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC |
3/4/5
13D/G
|
10%+ Owner |
15%
from 13D/G
|
6,319,275
|
$184,244,849 | -$76,213,620 | 26 Jun 2025 | |
| KDT Ibotta Holdings, LLC |
13D/G
3/4/5
|
10%+ Owner |
21%
|
4,389,129
|
$101,213,315 | $0 | 26 Feb 2026 | |
| Koch, Inc. |
13F
3/4/5
|
Company · 10%+ Owner |
21%
|
4,389,129
|
$99,764,902 | — | 31 Dec 2025 | |
| Bryan Leach |
3/4/5
|
CEO AND PRESIDENT, Director, 10%+ Owner |
—
mixed-class rows
|
3,188,546
mixed-class rows
|
$66,831,924 | — | 02 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
8%
|
1,690,546
|
$38,426,111 | — | 31 Dec 2025 | |
| D. E. SHAW & CO, L.P. |
13D/G
3/4/5
|
Other*, 10%+ Owner |
7.2%
|
1,690,546
|
$37,192,012 | +$5,302,484 | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13D/G
13F
|
The Vanguard Group · Company |
5%
|
1,164,995
|
$26,486,278 | -$8,888,742 | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
5%
|
1,051,720
|
$23,905,597 | — | 31 Dec 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
4.7%
|
993,977
|
$22,210,416 | — | 31 Dec 2025 | |
| Sunit S. Patel |
3/4/5
|
CHIEF FINANCIAL OFFICER |
—
mixed-class rows
|
575,275
mixed-class rows
|
$18,884,903 | — | 01 Mar 2025 | |
| Luke Roy Swanson |
3/4/5
|
CHIEF TECHNOLOGY OFFICER |
—
mixed-class rows
|
740,257
mixed-class rows
|
$17,137,957 | — | 01 Mar 2026 | |
| CITIGROUP INC |
13F
|
Company |
3%
|
644,552
|
$14,650,667 | — | 31 Dec 2025 | |
| Southpoint Capital Advisors LP |
13D/G
|
Southpoint Master Fund, LP |
1.1%
|
276,701
|
$9,936,333 | -$40,337,667 | 30 Jun 2025 | |
| Christopher J. Riedy |
3/4/5
|
Chief Revenue Officer |
1.8%
|
388,373
|
$9,697,673 | — | 01 Mar 2026 | |
| Thomas D. Lehrman |
3/4/5
|
Director |
0.85%
|
180,874
|
$8,927,940 | — | 28 May 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
13D/G
|
Company |
1.5%
from 13D/G
|
389,463
|
$8,852,494 | — | 31 Dec 2025 | |
| Matthew H. Puckett |
3/4/5
|
Chief Financial Officer |
1.6%
|
336,826
|
$8,834,945 | — | 29 Sep 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1.7%
|
369,890
|
$8,407,600 | — | 31 Dec 2025 | |
| Notable Capital Management, L.L.C. |
13F
|
Company |
1.7%
|
367,032
|
$8,342,637 | — | 31 Dec 2025 | |
| Amova Asset Management Americas, Inc. |
13F
13D/G
|
Company |
1.5%
from 13D/G
|
341,265
|
$7,739,890 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
327,479
|
$7,444,826 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
1.5%
|
325,046
|
$7,388,296 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.4%
|
305,137
|
$6,935,764 | — | 31 Dec 2025 | |
| David T. Shapiro |
3/4/5
|
CHIEF LEGAL OFFICER |
1.1%
|
234,214
|
$5,848,323 | — | 01 Mar 2026 | |
| Richard I. Donahue |
3/4/5
|
CHIEF MARKETING OFFICER |
—
mixed-class rows
|
208,825
mixed-class rows
|
$5,387,218 | -$3,695,313 | 01 Sep 2025 | |
| Amir el Tabib |
3/4/5
|
Chief Business Dev. Officer |
0.98%
|
207,573
|
$5,183,097 | — | 01 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
227,070
|
$5,161,323 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
1.1%
|
224,529
|
$5,103,543 | — | 31 Dec 2025 | |
| Larry W. Sonsini |
3/4/5
|
Director |
0.47%
|
100,395
|
$4,955,496 | — | 28 May 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.96%
|
203,308
|
$4,621,191 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.96%
|
202,944
|
$4,612,917 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.92%
|
194,052
|
$4,410,803 | — | 31 Dec 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.9%
|
189,954
|
$4,317,654 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.83%
|
175,612
|
$3,991,660 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.7%
|
148,420
|
$3,373,587 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.7%
|
148,257
|
$3,369,881 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.67%
|
141,345
|
$3,212,772 | — | 31 Dec 2025 | |
| Marisa Daspit |
3/4/5
|
CHIEF PEOPLE OFFICER |
0.6%
|
127,597
|
$3,069,983 | -$212,445 | 05 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.56%
|
119,625
|
$2,719,076 | — | 31 Dec 2025 | |
| Amit Doshi |
3/4/5
|
Director |
0.24%
|
50,839
|
$2,509,412 | — | 28 May 2025 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
0.41%
|
87,635
|
$1,991,944 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.41%
|
86,921
|
$1,975,714 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.4%
|
84,322
|
$1,916,639 | — | 31 Dec 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.37%
|
78,065
|
$1,774,000 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.35%
|
74,765
|
$1,699,408 | — | 31 Dec 2025 | |
| Brooklyn Investment Group |
13F
|
Company |
0.35%
|
73,365
|
$1,648,512 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.32%
|
68,383
|
$1,554,347 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.3%
|
63,209
|
$1,436,741 | — | 31 Dec 2025 | |
| SAYBROOK CAPITAL /NC |
13F
|
Company |
0.28%
|
60,258
|
$1,369,664 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.27%
|
57,206
|
$1,300,292 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for Ibotta, Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Marisa Daspit | IBTA | Class A Common Stock | Sale | -2.26% | $71,121 | $24.06 | -2,956 | 127,597 | 05 Mar 2026 | Direct |
| Bryan Leach | IBTA | Class A Common Stock | Gift | -6.35% | -60,000 | 885,122 | 02 Mar 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Conversion of derivative security | 6.78% | 60,000 | 945,122 | 02 Mar 2026 | Direct | ||
| Bryan Leach | IBTA | Class B Common Stock | Conversion of derivative security | -2.59% | -60,000 | 2,258,424 | 02 Mar 2026 | Direct | ||
| Amir el Tabib | IBTA | Class A Common Stock | Tax liability | -2.07% | -4,394 | 207,573 | 01 Mar 2026 | Direct | ||
| Jared Chomko | IBTA | Class A Common Stock | Tax liability | -1.63% | -556 | 33,549 | 01 Mar 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Tax liability | -1.65% | -14,820 | 885,122 | 01 Mar 2026 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Tax liability | -2.05% | -2,727 | 130,553 | 01 Mar 2026 | Direct | ||
| David T. Shapiro | IBTA | Class A Common Stock | Tax liability | -2.83% | -6,820 | 234,214 | 01 Mar 2026 | Direct | ||
| Christopher J. Riedy | IBTA | Class A Common Stock | Tax liability | -2.3% | -9,134 | 388,373 | 01 Mar 2026 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Tax liability | -1.47% | -7,684 | 513,424 | 01 Mar 2026 | Direct | ||
| Jared Chomko | IBTA | Class A Common Stock | Award | 21.4% | 6,000 | 34,105 | 26 Jan 2026 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Award | 104% | 265,722 | 521,108 | 08 Jan 2026 | Direct | ||
| Christopher J. Riedy | IBTA | Class A Common Stock | Purchase | 227.3% | 276,041 | 397,507 | 08 Jan 2026 | Direct | ||
| Amir el Tabib | IBTA | Class A Common Stock | Award | 71.9% | 88,663 | 211,967 | 08 Jan 2026 | Direct | ||
| David T. Shapiro | IBTA | Class A Common Stock | Award | 277.3% | 177,148 | 241,034 | 08 Jan 2026 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Award | 82.8% | 407,706 | 899,942 | 08 Jan 2026 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Award | 177.8% | 85,297 | 133,280 | 08 Jan 2026 | Direct | ||
| Jared Chomko | IBTA | Class A Common Stock | Options Exercise | 11.5% | 2,900 | 28,105 | 29 Dec 2025 | Direct | ||
| Jared Chomko | IBTA | Employee Stock Option (right to buy) | Options Exercise | -58% | -2,900 | 2,100 | 29 Dec 2025 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Sale | -0.02% | $235 | $23.54 | -10 | 47,983 | 05 Dec 2025 | Direct |
| Amir el Tabib | IBTA | Class A Common Stock | Tax liability | -1.57% | -1,968 | 123,304 | 01 Dec 2025 | Direct | ||
| Jared Chomko | IBTA | Class A Common Stock | Tax liability | -1.41% | -360 | 25,205 | 01 Dec 2025 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Tax liability | -1.5% | -7,489 | 492,236 | 01 Dec 2025 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Tax liability | -7.94% | -4,139 | 47,993 | 01 Dec 2025 | Direct | ||
| Christopher J. Riedy | IBTA | Class A Common Stock | Tax liability | -3.09% | -3,871 | 121,466 | 01 Dec 2025 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Tax liability | -1.7% | -4,426 | 255,386 | 01 Dec 2025 | Direct | ||
| David T. Shapiro | IBTA | Class A Common Stock | Tax liability | -3% | -1,976 | 63,886 | 01 Dec 2025 | Direct | ||
| Jared Chomko | IBTA | Class A Common Stock | Award | 0.15% | 38 | 25,565 | 17 Nov 2025 | Direct | ||
| David T. Shapiro | IBTA | Class A Common Stock | Award | 0.63% | 415 | 65,862 | 17 Nov 2025 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Options Exercise | 5.77% | 14,167 | 259,812 | 06 Oct 2025 | Direct | ||
| Luke Roy Swanson | IBTA | Employee Stock Option (right to buy) | Options Exercise | -40.5% | -14,167 | 20,833 | 06 Oct 2025 | Direct | ||
| Matthew H. Puckett | IBTA | Class A Common Stock | Award | 336,826 | 336,826 | 29 Sep 2025 | Direct | |||
| Jared Chomko | IBTA | Class A Common Stock | Award | 142.5% | 15,000 | 25,527 | 29 Sep 2025 | Direct | ||
| Valarie L. Sheppard | IBTA | Class A Common Stock | Tax liability | -7.52% | -2,412 | 29,643 | 17 Sep 2025 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Sale | -5.37% | $79,635 | $26.94 | -2,956 | 52,132 | 05 Sep 2025 | Direct |
| Richard I. Donahue | IBTA | Class A Common Stock | Tax liability | -1.19% | -2,406 | 199,971 | 01 Sep 2025 | Direct | ||
| Bryan Leach | IBTA | Class A Common Stock | Tax liability | -1.48% | -7,489 | 499,725 | 01 Sep 2025 | Direct | ||
| Shapiro David T. | IBTA | Class A Common Stock | Tax liability | -2.93% | -1,976 | 65,447 | 01 Sep 2025 | Direct | ||
| Christopher J. Riedy | IBTA | Class A Common Stock | Tax liability | -2.31% | -2,961 | 125,337 | 01 Sep 2025 | Direct | ||
| Amir el Tabib | IBTA | Class A Common Stock | Tax liability | -1.55% | -1,969 | 125,272 | 01 Sep 2025 | Direct | ||
| Marisa Daspit | IBTA | Class A Common Stock | Tax liability | -2.12% | -1,194 | 55,088 | 01 Sep 2025 | Direct | ||
| Luke Roy Swanson | IBTA | Class A Common Stock | Tax liability | -1.77% | -4,426 | 245,645 | 01 Sep 2025 | Direct | ||
| Jared Chomko | IBTA | Class A Common Stock | Tax liability | -0.86% | -91 | 10,527 | 01 Sep 2025 | Direct | ||
| Richard I. Donahue | IBTA | Class A Common Stock | Options Exercise | 1.3% | 2,604 | 202,377 | 25 Aug 2025 | Direct | ||
| Richard I. Donahue | IBTA | Employee Stock Option (right to buy) | Options Exercise | -22.7% | -2,604 | 8,854 | 25 Aug 2025 | Direct | ||
| Valarie L. Sheppard | IBTA | Class A Common Stock | Tax liability | -7% | -2,412 | 32,055 | 17 Aug 2025 | Direct | ||
| Valarie L. Sheppard | IBTA | Class A Common Stock | Tax liability | -5.09% | -1,850 | 34,467 | 17 Jul 2025 | Direct | ||
| Clark Jermoluk Founders Fund I LLC | IBTA | Class A Common Stock | Sale | -97.4% | $14,843,610 | $35.02 | -423,878 | 11,363 | 26 Jun 2025 | See footnote |
| Clark Jermoluk Founders Fund I LLC | IBTA | Class A Common Stock | Sale | -29.1% | $55,247,570 | $35.00 | -1,578,502 | 3,841,308 | 26 Jun 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.