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Leach Bryan 4

Accession 0001415889-24-011310

CIK 0001538379other
View on SEC.govCompany Profile

Filed

Apr 21, 8:00 PM ET

Accepted

Apr 22, 4:06 PM ET

Size

87.7 KB

Accession

0001415889-24-011310

Insider Transaction Report

Form 4
Period: 2024-04-22
Ibotta, Inc.IBTA
Leach Bryan
DirectorCEO AND PRESIDENT10% Owner
Transactions
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−50,000→ 0 total
    Exercise: $5.35Exp: 2028-11-13→ Common Stock (50,000 underlying)
  • Other

    Class A Common Stock

    2024-04-22−45,000→ 0 total(indirect: See footnote)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+30,000→ 30,000 total
    Exercise: $5.05Exp: 2028-01-25→ Class A Common Stock (30,000 underlying)
  • Other

    Class A Common Stock

    2024-04-22−405,000→ 0 total(indirect: See footnote)
  • Sale

    Class B Common Stock

    2024-04-22−450,003→ 2,318,424 total
    → Class A Common Stock (450,003 underlying)
  • Other

    Class B Common Stock

    2024-04-22+405,000→ 405,000 total(indirect: See footnote)
    → Class A Common Stock (405,000 underlying)
  • Other

    Class A Common Stock

    2024-04-22+405,000→ 405,000 total(indirect: See footnote)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+250,000→ 250,000 total
    Exercise: $8.30Exp: 2030-12-08→ Class A Common Stock (250,000 underlying)
  • Other

    Common Stock

    2024-04-22−45,000→ 0 total(indirect: See footnote)
  • Other

    Class A Common Stock

    2024-04-22+45,000→ 45,000 total(indirect: See footnote)
  • Other

    Class A Common Stock

    2024-04-22−405,000→ 0 total(indirect: See footnote)
  • Other

    Class B Common Stock

    2024-04-22+45,000→ 45,000 total(indirect: See footnote)
    → Class A Common Stock (45,000 underlying)
  • Sale

    Class B Common Stock

    2024-04-22−40,500→ 364,500 total(indirect: See footnote)
    → Class A Common Stock (40,500 underlying)
  • Other

    Common Stock

    2024-04-22−3,153,048→ 0 total
  • Other

    Common Stock

    2024-04-22−45,000→ 0 total(indirect: See footnote)
  • Other

    Class A Common Stock

    2024-04-22+45,000→ 45,000 total(indirect: See footnote)
  • Other

    Common Stock

    2024-04-22−405,000→ 0 total(indirect: See footnote)
  • Other

    Common Stock

    2024-04-22−405,000→ 0 total(indirect: See footnote)
  • Other

    Class A Common Stock

    2024-04-22+3,153,048→ 3,153,048 total
  • Other

    Class A Common Stock

    2024-04-22+405,000→ 405,000 total(indirect: See footnote)
  • Other

    Class A Common Stock

    2024-04-22−2,768,427→ 384,621 total
  • Other

    Class A Common Stock

    2024-04-22−45,000→ 0 total(indirect: See footnote)
  • Other

    Class B Common Stock

    2024-04-22+2,768,427→ 2,768,427 total
    → Class A Common Stock (2,768,427 underlying)
  • Other

    Class B Common Stock

    2024-04-22+405,000→ 405,000 total(indirect: See footnote)
    → Class A Common Stock (405,000 underlying)
  • Other

    Class B Common Stock

    2024-04-22+45,000→ 45,000 total(indirect: See footnote)
    → Class A Common Stock (45,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−176,471→ 0 total
    Exercise: $22.20Exp: 2031-07-15→ Common Stock (176,471 underlying)
  • Sale

    Class B Common Stock

    2024-04-22−40,500→ 364,500 total(indirect: See footnote)
    → Class A Common Stock (40,500 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−212,000→ 0 total
    Exercise: $3.99Exp: 2027-01-16→ Common Stock (212,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+212,000→ 212,000 total
    Exercise: $3.99Exp: 2027-01-16→ Class A Common Stock (212,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−30,000→ 0 total
    Exercise: $5.05Exp: 2028-01-25→ Common Stock (30,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−50,000→ 0 total
    Exercise: $12.75Exp: 2029-12-11→ Common Stock (50,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+50,000→ 50,000 total
    Exercise: $5.35Exp: 2028-11-13→ Class A Common Stock (50,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−60,000→ 0 total
    Exercise: $10.40Exp: 2033-03-07→ Common Stock (60,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+50,000→ 50,000 total
    Exercise: $12.75Exp: 2029-12-11→ Class A Common Stock (50,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−250,000→ 0 total
    Exercise: $8.30Exp: 2030-12-08→ Common Stock (250,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−25,000→ 0 total
    Exercise: $19.25Exp: 2032-02-08→ Common Stock (25,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+176,471→ 176,471 total
    Exercise: $22.20Exp: 2031-07-15→ Class A Common Stock (176,471 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22−176,471→ 0 total
    Exercise: $22.20Exp: 2031-07-15→ Common Stock (176,471 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+176,471→ 176,471 total
    Exercise: $22.20Exp: 2031-07-15→ Class A Common Stock (176,471 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+25,000→ 25,000 total
    Exercise: $19.25Exp: 2032-02-08→ Class A Common Stock (25,000 underlying)
  • Other

    Employee Stock Option (right to buy)

    2024-04-22+60,000→ 60,000 total
    Exercise: $10.40Exp: 2033-03-07→ Class A Common Stock (60,000 underlying)
Footnotes (18)
  • [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]Pursuant to the IPO, on April 17, 2024, the Issuer, the selling stockholders named in the Underwriting Agreement (as defined below) and the underwriters of the IPO (the "Underwriters") entered into an Underwriting Agreement (the "Underwriting Agreement"). Pursuant to the Underwriting Agreement, each of (i) Bryan Leach sold 450,003 shares of Class B Common Stock of the Issuer, (ii) the Elysian 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer, and (iii) the Orion 2021 Legacy Trust sold 40,500 shares of Class B Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. Each such share of Class B Common Stock automatically converted into one share of Class A Common Stock immediately following such sales to the Underwriters. The per share sale price reported in this Form 4 does not reflect underwriting discounts.
  • [F11]The shares are held by the Elysian 2021 Legacy Trust.
  • [F12]The shares are held by the Orion 2021 Legacy Trust.
  • [F13]All of the shares subject to the option are fully vested and exercisable as of the date hereof.
  • [F14]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..
  • [F15]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.
  • [F16]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.
  • [F17]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.
  • [F18]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.
  • [F2]By Spouse as Trustee for the Elysian 2021 Legacy Trust u/a/d May 11, 2021 (the "Elysian 2021 Legacy Trust").
  • [F3]By Spouse as Trustee for the Elysian 2024 GST Trust u/a/d March 20, 2024.
  • [F4]By Spouse as Trustee for the Orion 2021 Legacy Trust u/a/d May 11, 2021 (the "Orion 2021 Legacy Trust").
  • [F5]By Spouse as Trustee for the Orion 2024 GST Trust u/a/d March 20, 2024.
  • [F6]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 Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU and PSU.
  • [F7]Following the reclassification of Common Stock into Class A Common Stock, certain shares of Class A Common Stock were exchanged at a 1:1 ratio for shares of Class B Common Stock in a transaction previously approved by the Issuer's board of directors.
  • [F8]These securities are RSUs and PSUs. Each RSU and PSU 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 and PSU.
  • [F9]Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date.

Documents

1 file

Issuer

Ibotta, Inc.

CIK 0001538379

→
Entity typeother

Related Parties

1
  • filerCIK 0001875168

Filing Metadata

Form type
4
Filed
Apr 21, 8:00 PM ET
Accepted
Apr 22, 4:06 PM ET
Size
87.7 KB
View on SEC.gov