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Ibotta, Inc. — Director's Dealing 2024
Apr 18, 2024
32523_dirs_2024-04-17_f1881aa5-7da0-47c5-8bab-23991ecb0043.zip
Director's Dealing
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SEC Form 3 — Initial Statement of Beneficial Ownership
Issuer: Ibotta, Inc. (IBTA)
CIK: 0001538379
Period of Report: 2024-04-17
Reporting Person: Leach Bryan (N/A)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock | 3153048 | Direct |
| Common Stock | 405000 | Indirect |
| Common Stock | 45000 | Indirect |
| Common Stock | 405000 | Indirect |
| Common Stock | 45000 | Indirect |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| Employee Stock Option (Right to Buy) | $3.99 | 2027-01-16 | Common Stock (212000) | Direct | |
| Employee Stock Option (Right to Buy) | $5.05 | 2028-01-25 | Common Stock (30000) | Direct | |
| Employee Stock Option (Right to Buy) | $5.35 | 2028-11-13 | Common Stock (50000) | Direct | |
| Employee Stock Option (Right to Buy) | $12.75 | 2029-12-11 | Common Stock (50000) | Direct | |
| Employee Stock Option (Right to Buy) | $8.30 | 2030-12-08 | Common Stock (250000) | Direct | |
| Employee Stock Option (Right to Buy) | $22.20 | 2031-07-15 | Common Stock (176471) | Direct | |
| Employee Stock Option (Right to Buy) | $22.20 | 2031-07-15 | Common Stock (176471) | Direct | |
| Employee Stock Option (Right to Buy) | $19.25 | 2032-02-08 | Common Stock (25000) | Direct | |
| Employee Stock Option (Right to Buy) | $10.40 | 2033-03-07 | Common Stock (60000) | Direct |
Footnotes
F1: Each share of Common Stock shall be 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.
F2: Certain of these securities are restricted stock units (RSUs) and performance stock units (PSUs). Each RSU and PSU represents a contingent right to receive one share of the Issuer's Common Stock, subject to the applicable vesting schedule and conditions.
F3: By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021.
F4: By Spouse as Trustee for the the Elysian 2024 GST Trust u/a/d March 20, 2024.
F5: By Spouse as Trustee for the the Orion 2021 Legacy Trust u/a/d May 11, 2021.
F6: By Spouse as Trustee for the the Orion 2024 GST Trust u/a/d March 20, 2024.
F7: All of the shares subject to this option are fully vested and exercisable as of the date hereof.
F8: 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.
F9: 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.
F10: 1/48th of the shares subject to the option vested on August 15, 2022 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
F11: 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.
F12: 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.