Home > Insider Trading > Filing (0001415889-24-011312)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1538379	Ibotta Inc.	IBTA	()	4

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1008700	H James Clark	Eisneramper Advisory Group, Llc 505 S. Flager Dr. Suite 900 West Palm Beach FL 33401		No	No	Yes	No
2019348	Clark Jermoluk Founders Fund I Llc	Eisneramper Advisory Group, Llc 505 S. Flager Dr. Suite 900 West Palm Beach FL 33401		No	No	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Acquisiton	2024-04-22	5,762,457	$0.00	5,762,457	No	4	C	Direct
Common Stock	Disposition	2024-04-22	5,762,457	$0.00	0	No	4	J	Direct
Class A Common Stock	Acquisiton	2024-04-22	5,762,457	$0.00	5,762,457	No	4	J	Direct
Class A Common Stock	Acquisiton	2024-04-22	568,181	$88.00	568,181	No	4	P	Indirect	See footnote

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	C	Direct
No	4	J	Direct
No	4	J	Direct
No	4	P	Indirect	See footnote

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Series B Preferred Stock	Disposition	2024-04-22	3,520,804	$0.00	3,520,804	$0.00
Common Stock	Series C Preferred Stock	Disposition	2024-04-22	1,862,545	$0.00	1,862,545	$0.00
Common Stock	Series C-1 Preferred Stock	Disposition	2024-04-22	379,108	$0.00	379,108	$0.00

Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
No	4	C	Direct
No	4	C	Direct
No	4	C	Direct

Footnotes

Each share of Series B Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO") and had no expiration date.
Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date.
The shares are held by Clark Jermoluk Founders Fund I LLC, which is 95% owned by the JHC Family 2016 Trust (the "JHC Trust"). The JHC Trust is an entity controlled by James H. Clark.
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 IPO.
The shares are held by Monaco Partners, L.P. ("Monaco Partners"). The general partner of Monaco Partners is Clark Ventures, which is wholly owned by the JHC Trust. The JHC Trust is an entity controlled by James H. Clark.