Form 4 for IBTA Ibotta, Inc.
Accepted 2024-06-07 00:00:00 ET · period of report 2024-06-05 · accession 0001628280-24-027191 · 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 | 2024-06-07 | 2024-06-05 | IBTA | Jensen Christopher J. | Chief REVENUE Off | M - OptEx | $12.50 | +19.6K | 107.7K | +22% | +$245.0K |
| DM | 2024-06-07 | 2024-06-05 | IBTA | Jensen Christopher J. | Chief REVENUE Off | M - OptEx | $0.00 | -19.6K | 3,542 | -85% | $0 |
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 | 2024-06-05 | M | A | 17,722 | $12.75 | 105,786 | D | — | — | (F1) The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024. (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 | 2024-06-05 | M | A | 1,042 | $8.30 | 106,828 | D | — | — | (F1) The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024. (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 | Class A Common Stock | 2024-06-05 | M | A | 834 | $12.45 | 107,662 | D | — | — | (F1) The shares acquired upon exercise of the stock option may be transferred only in accordance with the terms of a lock-up agreement entered into between the Reporting Person and the Issuer in connection with the Issuer's initial public offering of Class A Common Stock in April 2024. (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. |
| 4 | Derivative | Employee Stock Option (right to buy) | 2024-06-05 | M | D | 17,722 | $0.00 | 16,337 | D | $12.75 · — to 2030-02-04 | 17,722 Class A Common Stock | (F3) All of the shares subject to the option are fully vested and exercisable as of the date hereof. |
| 5 | Derivative | Employee Stock Option (right to buy) | 2024-06-05 | M | D | 834 | $0.00 | 8,958 | D | $12.45 · — to 2031-05-14 | 834 Class A Common Stock | (F5) This option, originally for 10,000 shares, vested as to 1/48th of the shares on April 11, 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) | 2024-06-05 | M | D | 1,042 | $0.00 | 3,542 | D | $8.30 · — to 2031-02-09 | 1,042 Class A Common Stock | (F4) This option, originally for 10,000 shares, vested as to 1/48th of the shares on February 4, 2021 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date. |