InsiderTrades

Form 4 for IBTA Ibotta, Inc.

Accepted 2024-04-22 00:00:00 ET · period of report 2024-04-22 · accession 0001415889-24-011304 · 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
DM 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir J - Other — 0 0 New —
DMI 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir J - Other — 0 267.0K New —
D 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir S - Sale $88.00 -89.8K 273.8K -25% -$7.90M
DMI 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir S - Sale $88.00 -168.7K 200.3K -46% -$14.84M
DMI 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir C - Cnv Deriv — +674.8K 235.5K New —
D 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir C - Cnv Deriv — +359.0K 359.0K New —
DM 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir C - Cnv Deriv — -359.0K 0 -100% —
DMI 2024-04-22 2024-04-22 IBTA Lehrman Thomas D Dir C - Cnv Deriv — -674.8K 0 -100% —

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2024-04-22 J D 359,003 — 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").
2 Common Common Stock 2024-04-22 J D 172,265 — 0 I See footnote — — (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"). (F10) The shares are held by Four Ways, LLC.
3 Common Common Stock 2024-04-22 J D 235,452 — 0 I See footnote — — (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"). (F11) The shares are held by Haystack Partners I LP.
4 Common Common Stock 2024-04-22 J D 267,046 — 0 I See footnote — — (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"). (F12) The shares are held by LFP 2, LLC.
5 Common Class A Common Stock 2024-04-22 J A 359,003 — 363,548 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"). (F13) 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.
6 Common Class A Common Stock 2024-04-22 J A 172,265 — 172,265 I See footnote — — (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"). (F10) The shares are held by Four Ways, LLC.
7 Common Class A Common Stock 2024-04-22 J A 235,452 — 235,452 I See footnote — — (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"). (F11) The shares are held by Haystack Partners I LP.
8 Common Class A Common Stock 2024-04-22 J A 267,046 — 267,046 I See footnote — — (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"). (F12) The shares are held by LFP 2, LLC.
9 Common Class A Common Stock 2024-04-22 S D 89,751 $88.00 273,797 D — — (F13) 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.
10 Common Class A Common Stock 2024-04-22 S D 43,066 $88.00 129,199 I See footnote — — (F10) The shares are held by Four Ways, LLC.
11 Common Class A Common Stock 2024-04-22 S D 58,863 $88.00 176,589 I See footnote — — (F11) The shares are held by Haystack Partners I LP.
12 Common Class A Common Stock 2024-04-22 S D 66,761 $88.00 200,285 I See footnote — — (F12) The shares are held by LFP 2, LLC.
13 Common Class A Common Stock 2024-04-22 J A 4,545 — 4,545 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.
14 Common Common Stock 2024-04-22 J D 4,545 — 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").
15 Common Common Stock 2024-04-22 C A 267,046 — 267,046 I See footnote — — (F6) Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F9) The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control ("LFP 2, LLC").
16 Common Common Stock 2024-04-22 C A 359,003 — 359,003 D — — (F3) Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F6) Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F4) Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
17 Common Common Stock 2024-04-22 C A 172,265 — 172,265 I See footnote — — (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F7) The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control ("Four Ways, LLC").
18 Common Common Stock 2024-04-22 C A 235,452 — 235,452 I See footnote — — (F6) Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F8) The shares are held by Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control ("Haystack Partners I LP").
19 Derivative Series A Preferred Stock 2024-04-22 C D 24,390 — 0 D — · — to — 24,390 Common Stock (F4) Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
20 Derivative Series C Preferred Stock 2024-04-22 C D 172,265 — 0 D — · — to — 172,265 Common Stock (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
21 Derivative Series C-1 Preferred Stock 2024-04-22 C D 94,781 — 0 D — · — to — 94,781 Common Stock (F6) Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
22 Derivative Series C Preferred Stock 2024-04-22 C D 172,265 — 0 I See footnote — · — to — 172,265 Common Stock (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F7) The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control ("Four Ways, LLC").
23 Derivative Series Seed Preferred Stock 2024-04-22 C D 67,567 — 0 D — · — to — 67,567 Common Stock (F3) Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
24 Derivative Series C Preferred Stock 2024-04-22 C D 172,265 — 0 I See footnote — · — to — 172,265 Common Stock (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F9) The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control ("LFP 2, LLC").
25 Derivative Series C-1 Preferred Stock 2024-04-22 C D 63,187 — 0 I See footnote — · — to — 63,187 Common Stock (F6) Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F8) The shares are held by Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control ("Haystack Partners I LP").
26 Derivative Series C-1 Preferred Stock 2024-04-22 C D 94,781 — 0 I See footnote — · — to — 94,781 Common Stock (F6) Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F9) The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control ("LFP 2, LLC").
27 Derivative Series C Preferred Stock 2024-04-22 C D 172,265 — 0 I See footnote — · — to — 172,265 Common Stock (F5) Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. (F8) The shares are held by Haystack Partners I LP, of which the Reporting Person is a partner and has voting and investment control ("Haystack Partners I LP").