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IBTA · Ibotta, Inc.
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IBTA Ibotta (IBTA) Insider Trading, Ownership & Congress Trades

Media · Services-advertising · CIK 0001538379
Quote by TradingView
Form 144 · 24
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
66
13F, latest reported quarter
Conversions, 180 days
35
Codes C/M, not in net · $1.5M priced

What the filings say about IBTA

Insiders, 180 days
-$41.9M net sold
5 sellers · 34% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$17.6M
24 notices

Ibotta insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Ibotta, Inc. insiders sold a net $41.9M of stock across 333 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Daspit Marisa
CHIEF PEOPLE OFFICER
SELL
2026-10-23 SECtraded 2026-10-22
499
$25.0K
n/a
Context
  • 21 earlier Form 4 trades (code P or S) here by this insider (21 sales), the last on Oct 21, 2026.
  • The trade is 0.4% of the 116,505 shares held after it.
  • 2 other insiders sold within 30 days.
  • 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF PEOPLE OFFICER Daspit Marisa sold about $25.0K of IBTA under a 10b5-1 plan on Oct 22, 2026; 2 other insiders sold within 30 days and 66 funds added in the latest 13F quarter.
Swanson Luke Roy
CHIEF TECHNOLOGY OFFICER
SELL
2026-10-23 SECtraded 2026-10-22
3,695
$184.7K
n/a
Context
  • 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Oct 21, 2026.
  • The trade is 0.9% of the 431,233 shares held after it.
  • 2 other insiders sold within 30 days.
  • 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF TECHNOLOGY OFFICER Swanson Luke Roy sold about $184.7K of IBTA under a 10b5-1 plan on Oct 22, 2026; 2 other insiders sold within 30 days and 66 funds added in the latest 13F quarter.
Swanson Luke Roy
CHIEF TECHNOLOGY OFFICER
SELL
2026-10-23 SECtraded 2026-10-22
3,484
$174.1K
n/a
Context
  • 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Oct 21, 2026.
  • The trade is 1.5% of the 226,383 shares held after it.
  • 2 other insiders sold within 30 days.
  • 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF TECHNOLOGY OFFICER Swanson Luke Roy sold about $174.1K of IBTA under a 10b5-1 plan on Oct 22, 2026; 2 other insiders sold within 30 days and 66 funds added in the latest 13F quarter.
Daspit Marisa
CHIEF PEOPLE OFFICER
SELL
2026-10-23 SECtraded 2026-10-21
247
$12.3K
n/a
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (20 sales), the last on Sep 2, 2026.
  • The trade is 0.2% of the 117,004 shares held after it.
  • 2 other insiders sold within 30 days.
  • 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF PEOPLE OFFICER Daspit Marisa sold about $12.3K of IBTA under a 10b5-1 plan on Oct 21, 2026; 2 other insiders sold within 30 days and 66 funds added in the latest 13F quarter.
Swanson Luke Roy
CHIEF TECHNOLOGY OFFICER
SELL
2026-10-23 SECtraded 2026-10-21
8,764
$437.5K
n/a
Context
  • 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Oct 1, 2026.
  • The trade is 2.0% of the 434,928 shares held after it.
  • 2 other insiders sold within 30 days.
  • 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF TECHNOLOGY OFFICER Swanson Luke Roy sold about $437.5K of IBTA under a 10b5-1 plan on Oct 21, 2026; 2 other insiders sold within 30 days and 66 funds added in the latest 13F quarter.
333 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 328 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$41.9M over 180 days
-$19.1M over 90 days · -$30.1M of it by a 10%+ holder
below 88% of Media
Congress
no House purchase disclosed in the last 12 months
Funds
66 funds bought in last quarter
below 62% of Media
Revenue
-6.8% year over year
below 74% of Media
Margin
1.0% net margin
more than 60% of Media
Buybacks
$70.8M repurchased, FY to 2026-06-30
more than 65% of Media
Short interest
43.1% of the float short (float per yahoo 2026-10-26) · 15.5 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 23CEO AND PRESIDENT Leach Bryan sold $5.7M under a 10b5-1 plan (19 trades, Oct 5 to Oct 21)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 23CHIEF TECHNOLOGY OFFICER Swanson Luke Roy sold $1.6M under a 10b5-1 plan (7 trades, Oct 1 to Oct 22)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 21Member of immediate family of any of the foregoing Swanson Luke Roy filed to sell $453.0K by Oct 21 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 20Officer, Director Bryan Leach filed to sell $4.7M by Oct 20 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 19Officer, Director Bryan Leach filed to sell $1.7M by Oct 19 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch IBTA

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+45.8%12M
-42%-13%+17%+47%2025-102025-122026-022026-042026-062026-082026-10 2026-07-06 · Clark Jermoluk Founders Fund I LLC sold $15.1M2026-10-21 · Leach Bryan sold $1.5M2026-08-04 · Leach Bryan sold $1.2M2026-10-19 · Leach Bryan sold $1.1M2026-10-20 · Leach Bryan sold $1.1M2026-09-08 · Leach Bryan sold $1.0M2026-08-17 · Leach Bryan sold $856.0K2026-09-10 · Swanson Luke Roy sold $804.9K2026-05-15 · Lehrman Thomas D sold $794.9K2026-08-04 · Leach Bryan sold $775.9K2026-09-10 · Swanson Luke Roy sold $661.2K2026-05-15 · Lehrman Thomas D sold $563.5K2026-09-21 · Leach Bryan sold $554.8K2026-08-13 · Lehrman Thomas D sold $454.5K2026-10-21 · Swanson Luke Roy sold $453.0K2026-10-21 · Swanson Luke Roy sold $437.5K2026-08-11 · Lehrman Thomas D sold $430.7K2026-07-01 · Leach Bryan sold $416.7K2026-10-05 · Leach Bryan sold $415.6K2026-05-13 · Lehrman Thomas D sold $399.4K2026-05-18 · Lehrman Thomas D sold $386.1K2026-05-13 · Lehrman Thomas D sold $384.0K2026-05-15 · Lehrman Thomas D sold $363.6K2026-08-11 · Lehrman Thomas D sold $357.3K2026-08-03 · Leach Bryan sold $350.8K2026-06-22 · Leach Bryan sold $341.9K2026-05-11 · Lehrman Thomas D sold $335.2K2026-10-21 · Leach Bryan sold $334.7K2026-06-08 · Leach Bryan sold $332.5K2026-08-13 · Lehrman Thomas D sold $307.7K2026-09-08 · Leach Bryan sold $279.5K2026-08-11 · Lehrman Thomas D sold $277.8K2026-10-21 · Leach Bryan sold $263.2K2026-10-21 · Leach Bryan sold $259.7K2026-05-18 · Lehrman Thomas D sold $249.3K2026-05-13 · Lehrman Thomas D sold $247.7K2026-08-04 · Leach Bryan sold $237.1K2026-08-04 · Leach Bryan sold $234.4K2026-07-20 · Leach Bryan sold $228.3K2026-07-20 · Leach Bryan sold $220.1K2026-05-12 · Lehrman Thomas D sold $219.9K2026-10-06 · Leach Bryan sold $209.1K2026-04-02 · KDT Ibotta Holdings, LLC filed a 5%+ stake (20.7%)2026-04-02 · Koch, Inc. filed a 5%+ stake (20.7%)2026-10-22 · Daspit Marisa filed to sell $25.0K2026-10-22 · Swanson Luke Roy filed to sell $184.7K2026-10-22 · Swanson Luke Roy filed to sell $174.1K2026-10-21 · Daspit Marisa filed to sell $12.3K2026-10-21 · Swanson Luke Roy filed to sell $437.5K2026-10-21 · Swanson Luke Roy filed to sell $453.0K2026-10-20 · Bryan Leach filed to sell $4.7M2026-10-19 · Bryan Leach filed to sell $1.7M2026-10-01 · Swanson Luke Roy filed to sell $233.5K2026-10-01 · Swanson Luke Roy filed to sell $233.5K2026-09-10 · Swanson Luke Roy filed to sell $804.9K2026-09-10 · Swanson Luke Roy filed to sell $661.2K2026-09-08 · Bryan Leach filed to sell $4.4M2026-09-02 · Daspit Marisa filed to sell $107.1K2026-09-01 · Daspit Marisa filed to sell $63.4K2026-09-01 · Swanson Luke Roy filed to sell $219.6K2026-09-01 · Swanson Luke Roy filed to sell $219.6K2026-08-11 · Lehrman Thomas D filed to sell $1.1M2026-08-11 · Thomas D. Lehrman filed to sell $925.4K2026-08-11 · Thomas D. Lehrman filed to sell $596.8K
Insider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns IBTA: institutional holders (13F)

13F holdings, latest reported quarter
Koch, Inc.
4,389,129 sh
$149.9M
D. E. Shaw & Co., Inc.
1,690,546 sh
$57.7M
HSBC HOLDINGS PLC
1,016,521 sh
$35.7M
BlackRock, Inc.
937,170 sh
$32.0M
CITIGROUP INC
644,972 sh
$22.0M

Congress trades in IBTA

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
KDT Ibotta Holdings, LLC
Activist 13D · 2026-04-02
20.7%
Koch, Inc.
Activist 13D · 2026-04-02
20.7%

IBTA planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Daspit Marisa
Filed 2026-10-22
$25.0K
Swanson Luke Roy
Filed 2026-10-22
$184.7K
Swanson Luke Roy
Filed 2026-10-22
$174.1K
Daspit Marisa
Filed 2026-10-21
$12.3K
Swanson Luke Roy
Filed 2026-10-21
$437.5K

IBTA mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Royce Quant Small-Cap Quality Value ETF
$114.3K position · as of 2026-06-30
0.4%
Amplify Digital Payments ETF
$489.5K position · as of 2026-06-30
0.3%
WisdomTree U.S. SmallCap Fund
$912.0K position · as of 2026-06-30
0.1%
Hotchkis and Wiley Small Cap Diversified Value Fund
$895.0K position · as of 2026-06-30
0.1%
Nuveen Life Small Cap Equity Fund
$80.7K position · as of 2026-06-30
0.1%
American Century Small Cap Growth Insights ETF
$15.6K position · as of 2026-05-31
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Bryan Leach
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.9M
-$15.0M
$6.3M
-78%
+39%
2024
$28.7M
$53.0M
$6.2M
-37%
+18%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $41.9M sold by insiders over 180 days, 66 funds added last quarter, $17.6M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
NFLXROKURDITZOONXSTADMQCRTOCURICMPRAMCFLNTTHRY

IBTA financials

Revenue growth
-6.8%
XBRL, annual
Net margin
1.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$343.2M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-3.2%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$74.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.00x
long-term debt only, 2025-12-31 (6 months older than the period end); equity 2026-06-30
Cash flow to debt
n/a
no debt to cover
Return on equity
-3.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-2.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-3.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$342.4M$367.3M$320.0M$210.7M
Gross profit$271.3M$317.1M$276.0M$164.5M
Operating income-$841.0K$27.9M$56.0M-$40.3M
Net income$3.6M$68.7M$38.1M-$54.9M
EPS (diluted)0.122.561.42-6.33
Operating cash flow$95.3M$115.9M$22.7M-$56.5M
Cash$186.6M$349.3M$62.6Mn/a
Long-term debt$0$0$64.4Mn/a
Buybacks$233.0M$31.3M$0$25.0K
SEC XBRL, fiscal years, as known on 2026-10-28

IBTA Stock Sonar score 6/7 axes

Find similar shapesCompare

IBTA ranks highest on financial health (99th percentile) and profitability (47th), and lowest on insider conviction (7th), among Media peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
47
Inputs
  • Return on equity-3.7% · 47 pct, sector of 61
  • Return on assets-2.0% · 58 pct, sector of 87
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-3.6% · 36 pct, sector of 74
Financial health
100
Inputs
  • Debt to equity0.00x · 100 pct, sector of 66
  • Cash flow to debtno debt to cover
Growth
26
Inputs
  • Revenue growth, YoY-6.8% · 26 pct, sector of 100
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
7
Inputs
  • Net Form 4 buying (codes P and S), 180d-$30.3M · 14 pct, sector of 52
  • Insider buyers, 180d0 · 0 pct, sector of 52
Institutional and government
38
Inputs
  • Funds adding, latest quarter66 · 38 pct, sector of 83
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
22
Inputs
  • Short interest, % of float+43.1% · 1 pct, sector of 101
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+16.3% · 43 pct, sector of 73
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

IBTA filings, in plain words

Are Ibotta insiders buying or selling IBTA?

In the 180 days to 2026-10-28, Ibotta insiders were net sellers, a net $41.9M across purchases and sales reported on Form 4, by 5 sellers.

Are there planned insider sales of IBTA?

Yes. 24 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $17.6M of stock; the latest, by Daspit Marisa, was filed 2026-10-22.

Read the full summary

In the 180 days to 2026-10-28, Ibotta insiders were net sellers of IBTA, a net $41.9M across purchases and sales reported on Form 4 by 5 sellers. Most of that figure, $30.1M, came from a holder of 10% or more rather than an officer or director. 34% of the 131 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 24 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $17.6M of stock. The latest 5% ownership filing is a 13D by KDT Ibotta Holdings, LLC, filed 2026-04-02, for 20.7% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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