Form 4 for IBTA Ibotta, Inc.
Accepted 2024-04-22 00:00:00 ET · period of report 2024-04-22 · accession 0001415889-24-011299 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-04-22 | 2024-04-22 | IBTA | Daspit Marisa | CHRO | S - Sale+OE | $88.00 | -15.6K | 31.2K | -33% | -$1.38M |
| DM | 2024-04-22 | 2024-04-22 | IBTA | Daspit Marisa | CHRO | J - Other | — | 0 | 31.2K | New | — |
| DM | 2024-04-22 | 2024-04-22 | IBTA | Daspit Marisa | CHRO | M - OptEx | $8.15 | +15.6K | 34.2K | +84% | +$127.4K |
| DM | 2024-04-22 | 2024-04-22 | IBTA | Daspit Marisa | CHRO | M - OptEx | $0.00 | -15.6K | 0 | -100% | $0 |
| DM | 2024-04-22 | 2024-04-22 | IBTA | Daspit Marisa | CHRO | J - Other | — | 0 | 5,000 | New | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2024-04-22 | S | D | 15,627 | $88.00 | 31,154 | D | — | — | (F2) 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. |
| 2 | Common | Common Stock | 2024-04-22 | J | D | 31,154 | — | 0 | D | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). |
| 3 | Common | Class A Common Stock | 2024-04-22 | M | A | 7,292 | $10.40 | 46,781 | D | — | — | (F3) 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. |
| 4 | Common | Class A Common Stock | 2024-04-22 | M | A | 5,335 | $6.55 | 39,489 | D | — | — | (F3) 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. |
| 5 | Common | Class A Common Stock | 2024-04-22 | J | A | 31,154 | — | 31,154 | D | — | — | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F2) 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. |
| 6 | Common | Class A Common Stock | 2024-04-22 | M | A | 3,000 | $5.55 | 34,154 | D | — | — | (F3) 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. |
| 7 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | M | D | 7,292 | $0.00 | 17,708 | D | $10.40 · — to 2033-03-07 | 7,292 Class A Common Stock | (F11) This option, originally for 25,000 shares of Common Stock, vested as to 1/48th of the shares 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. |
| 8 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | M | D | 5,335 | $0.00 | 29,665 | D | $6.55 · — to 2030-05-05 | 5,335 Class A Common Stock | (F10) This option, originally for 35,000 shares of Common Stock, vested as to 1/48th of the shares on June 5, 2020 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 9 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | M | D | 3,000 | $0.00 | 0 | D | $5.55 · — to 2029-02-12 | 3,000 Class A Common Stock | (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 10 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 25,000 | — | 25,000 | D | $10.40 · — to 2033-03-07 | 25,000 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F9) 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. |
| 11 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 25,000 | — | 0 | D | $10.40 · — to 2033-03-07 | 25,000 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F9) 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. |
| 12 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 15,000 | — | 15,000 | D | $19.25 · — to 2032-02-08 | 15,000 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F8) 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 13 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 15,000 | — | 0 | D | $19.25 · — to 2032-02-08 | 15,000 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F8) 1/36th of the shares subject to the option vested on February 3, 2022 and 1/36th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 14 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 36,750 | — | 36,750 | D | $22.20 · — to 2031-07-15 | 36,750 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F7) 1/48th of the shares subject to the option vested on August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 15 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 36,750 | — | 0 | D | $22.20 · — to 2031-07-15 | 36,750 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F7) 1/48th of the shares subject to the option vested on August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 16 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 35,000 | — | 35,000 | D | $6.55 · — to 2030-05-05 | 35,000 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F6) 1/48th of the shares subject to the option vested on June 5, 2020 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 17 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 5,000 | — | 0 | D | $12.75 · — to 2029-12-11 | 5,000 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 18 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 7,000 | — | 7,000 | D | $12.75 · — to 2029-11-05 | 7,000 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 19 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 7,000 | — | 0 | D | $12.75 · — to 2029-11-05 | 7,000 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 20 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 35,000 | — | 0 | D | $6.55 · — to 2030-05-05 | 35,000 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F6) 1/48th of the shares subject to the option vested on June 5, 2020 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 21 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 3,000 | — | 0 | D | $5.55 · — to 2029-02-12 | 3,000 Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 22 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 3,000 | — | 3,000 | D | $5.55 · — to 2029-02-12 | 3,000 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 23 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 5,000 | — | 5,000 | D | $12.75 · — to 2029-12-11 | 5,000 Class A Common Stock | (F1) Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). (F5) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |