Form 4 for IBTA Ibotta, Inc.
Accepted 2024-04-22 00:00:00 ET · period of report 2024-04-22 · accession 0001415889-24-011300 · 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 | Donahue Richard I. | CMO | S - Sale | $88.00 | -40.0K | 108.5K | -27% | -$3.52M |
| DM | 2024-04-22 | 2024-04-22 | IBTA | Donahue Richard I. | CMO | J - Other | — | 0 | 0 | New | — |
| DM | 2024-04-22 | 2024-04-22 | IBTA | Donahue Richard I. | CMO | J - Other | — | 0 | 0 | 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 | 40,000 | $88.00 | 108,491 | D | — | — | (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. |
| 2 | Common | Class A Common Stock | 2024-04-22 | J | A | 148,491 | — | 148,491 | 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) 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. |
| 3 | Common | Common Stock | 2024-04-22 | J | D | 148,491 | — | 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"). |
| 4 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 36,780 | — | 36,780 | D | $22.20 · — to 2031-07-15 | 36,780 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 August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 5 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 36,780 | — | 0 | D | $22.20 · — to 2031-07-15 | 36,780 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 August 15, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |
| 6 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 14,834 | — | 0 | D | $5.35 · — to 2028-11-13 | 14,834 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"). (F4) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 7 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 45,000 | — | 0 | D | $8.30 · — to 2030-12-08 | 45,000 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) 1/48th of the shares subject to the option vested on January 8, 2021 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 | J | A | 20,000 | — | 20,000 | D | $12.75 · — to 2029-12-11 | 20,000 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"). (F4) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 9 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 20,000 | — | 0 | D | $12.75 · — to 2029-12-11 | 20,000 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"). (F4) 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 | 14,834 | — | 14,834 | D | $5.35 · — to 2028-11-13 | 14,834 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"). (F4) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 11 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 20,000 | — | 0 | D | $19.25 · — to 2032-02-08 | 20,000 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"). (F7) 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. |
| 12 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 20,000 | — | 20,000 | D | $19.25 · — to 2032-02-08 | 20,000 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"). (F7) 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 | 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"). (F8) 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. |
| 14 | 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"). (F8) 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. |
| 15 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | A | 45,000 | — | 45,000 | D | $8.30 · — to 2030-12-08 | 45,000 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) 1/48th of the shares subject to the option vested on January 8, 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 | 4,333 | — | 4,333 | D | $5.35 · — to 2028-07-30 | 4,333 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"). (F4) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 17 | Derivative | Employee Stock Option (right to buy) | 2024-04-22 | J | D | 1,833 | — | 0 | D | $5.05 · — to 2028-01-25 | 1,833 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"). (F4) 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 | 1,833 | — | 1,833 | D | $5.05 · — to 2028-01-25 | 1,833 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"). (F4) 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 | 4,333 | — | 0 | D | $5.35 · — to 2028-07-30 | 4,333 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"). (F4) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |