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Ibotta, Inc. — Director's Dealing 2024
May 30, 2024
32523_dirs_2024-05-30_ce267f78-0e80-4c8c-ad13-5f03ba7c0fb2.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Ibotta, Inc. (IBTA)
CIK: 0001538379
Period of Report: 2024-05-28
Reporting Person: Donahue Richard I. (CHIEF MARKETING OFFICER)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2024-05-28 | Class A Common Stock | M | 4333 | $5.35 | Acquired | 114657 | Direct |
| 2024-05-28 | Class A Common Stock | M | 14834 | $5.35 | Acquired | 129491 | Direct |
| 2024-05-28 | Class A Common Stock | M | 16787 | $12.75 | Acquired | 146278 | Direct |
| 2024-05-28 | Class A Common Stock | M | 9319 | $8.30 | Acquired | 155597 | Direct |
| 2024-05-28 | Class A Common Stock | M | 344 | $19.25 | Acquired | 155941 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2024-05-28 | Employee Stock Option (right to buy) | $5.35 | M | 4333 | Disposed | 2028-07-30 | Class A Common Stock (4333) | Direct |
| 2024-05-28 | Employee Stock Option (right to buy) | $5.35 | M | 14834 | Disposed | 2028-11-13 | Class A Common Stock (14834) | Direct |
| 2024-05-28 | Employee Stock Option (right to buy) | $12.75 | M | 16787 | Disposed | 2029-12-11 | Class A Common Stock (16787) | Direct |
| 2024-05-28 | Employee Stock Option (right to buy) | $8.30 | M | 9319 | Disposed | 2030-12-08 | Class A Common Stock (9319) | Direct |
| 2024-05-28 | Employee Stock Option (right to buy) | $19.25 | M | 344 | Disposed | 2032-02-08 | Class A Common Stock (344) | Direct |
Footnotes
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.
F3: All of the shares subject to the option are fully vested and exercisable as of the date hereof.
F4: This option, originally for 45,000 shares, vested as to 1/48th of the shares 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.
F5: This option, originally for 20,000 shares, vested as to 1/36th of the shares 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.