Richard I. Donahue - Jan 17, 2025 Form 4 Insider Report for Ibotta, Inc. (IBTA)

Role
CHIEF MARKETING OFFICER
Signature
/s/ David Shapiro, by power of attorney
Stock symbol
IBTA
Transactions as of
Jan 17, 2025
Transactions value $
-$51,456
Form type
4
Date filed
1/22/2025, 04:57 PM
Previous filing
Jan 15, 2025
Next filing
Jan 28, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IBTA Class A Common Stock Options Exercise $4.98K +600 +0.28% $8.30 216K Jan 17, 2025 Direct F1
transaction IBTA Class A Common Stock Options Exercise $1.83K +176 +0.08% $10.40 216K Jan 17, 2025 Direct F1
transaction IBTA Class A Common Stock Sale -$58.3K -776 -0.36% $75.09 215K Jan 17, 2025 Direct F1, F2, F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction IBTA Employee Stock Option (right to buy) Options Exercise $0 -600 -3.54% $0.00 16.3K Jan 17, 2025 Class A Common Stock 600 $8.30 Direct F4
transaction IBTA Employee Stock Option (right to buy) Options Exercise $0 -176 -0.7% $0.00 24.8K Jan 17, 2025 Class A Common Stock 176 $10.40 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
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.
F2 The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on June 6, 2024.
F3 The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.19 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.
F4 All of the shares subject to the option are fully vested and exercisable as of the date hereof.
F5 1/48th of the shares subject to the option vested on February 16, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.