0001415889-24-011302.txt : 20240422
0001415889-24-011302.hdr.sgml : 20240422
20240422160535
ACCESSION NUMBER: 0001415889-24-011302
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240422
FILED AS OF DATE: 20240422
DATE AS OF CHANGE: 20240422
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: El Tabib Amir
CENTRAL INDEX KEY: 0002017908
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-42018
FILM NUMBER: 24861202
MAIL ADDRESS:
STREET 1: C/O IBOTTA, INC.
STREET 2: 1801 CALIFORNIA STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80202
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Ibotta, Inc.
CENTRAL INDEX KEY: 0001538379
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-ADVERTISING [7310]
ORGANIZATION NAME: 07 Trade & Services
IRS NUMBER: 352426358
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 1801 CALIFORNIA STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 303-593-1633
MAIL ADDRESS:
STREET 1: 1801 CALIFORNIA STREET, SUITE 400
CITY: DENVER
STATE: CO
ZIP: 80202
FORMER COMPANY:
FORMER CONFORMED NAME: Zing Enterprises, Inc.
DATE OF NAME CHANGE: 20111228
4
1
form4-04222024_040421.xml
X0508
4
2024-04-22
0001538379
Ibotta, Inc.
IBTA
0002017908
El Tabib Amir
C/O IBOTTA, INC.
1801 CALIFORNIA STREET, SUITE 400
DENVER
CO
80202
false
true
false
false
Chief Business Dev. Officer
0
Common Stock
2024-04-22
4
J
0
95767
D
0
D
Class A Common Stock
2024-04-22
4
J
0
95767
A
95767
D
Class A Common Stock
2024-04-22
4
M
0
5000
12.75
A
100767
D
Class A Common Stock
2024-04-22
4
M
0
2573
8.30
A
103340
D
Class A Common Stock
2024-04-22
4
M
0
3611
19.25
A
106951
D
Class A Common Stock
2024-04-22
4
M
0
104
10.40
A
107055
D
Class A Common Stock
2024-04-22
4
M
0
6473
25.64
A
113528
D
Class A Common Stock
2024-04-22
4
S
0
23000
88
D
90528
D
Employee Stock Option (right to buy)
12.75
2024-04-22
4
J
0
5000
D
2030-02-04
Common Stock
5000
0
D
Employee Stock Option (right to buy)
12.75
2024-04-22
4
J
0
5000
A
2030-02-04
Class A Common Stock
5000
5000
D
Employee Stock Option (right to buy)
6.55
2024-04-22
4
J
0
625
D
2030-05-05
Common Stock
625
0
D
Employee Stock Option (right to buy)
6.55
2024-04-22
4
J
0
625
A
2030-05-05
Class A Common Stock
625
625
D
Employee Stock Option (right to buy)
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2024-04-22
4
J
0
8198
D
2030-12-08
Common Stock
8198
0
D
Employee Stock Option (right to buy)
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2024-04-22
4
J
0
8198
A
2030-12-08
Class A Common Stock
8198
8198
D
Employee Stock Option (right to buy)
22.20
2024-04-22
4
J
0
47775
D
2031-07-15
Common Stock
47775
0
D
Employee Stock Option (right to buy)
22.20
2024-04-22
4
J
0
47775
A
2031-07-15
Class A Common Stock
47775
47775
D
Employee Stock Option (right to buy)
22.20
2024-04-22
4
J
0
20000
D
2031-08-03
Common Stock
20000
0
D
Employee Stock Option (right to buy)
22.20
2024-04-22
4
J
0
20000
A
2031-08-03
Class A Common Stock
20000
20000
D
Employee Stock Option (right to buy)
19.25
2024-04-22
4
J
0
5000
D
2032-08-02
Common Stock
5000
0
D
Employee Stock Option (right to buy)
19.25
2024-04-22
4
J
0
5000
A
2032-08-02
Class A Common Stock
5000
5000
D
Employee Stock Option (right to buy)
10.40
2024-04-22
4
J
0
3647
D
2033-03-07
Common Stock
3647
0
D
Employee Stock Option (right to buy)
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2024-04-22
4
J
0
3647
A
2033-03-07
Class A Common Stock
3647
3647
D
Employee Stock Option (right to buy)
25.64
2024-04-22
4
J
0
82500
D
2033-12-05
Common Stock
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0
D
Employee Stock Option (right to buy)
25.64
2024-04-22
4
J
0
82500
A
2033-12-05
Class A Common Stock
82500
82500
D
Employee Stock Option (right to buy)
12.75
2024-04-22
4
M
0
5000
0
D
2030-02-04
Class A Common Stock
5000
0
D
Employee Stock Option (right to buy)
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2024-04-22
4
M
0
2573
0
D
2030-12-08
Class A Common Stock
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5625
D
Employee Stock Option (right to buy)
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2024-04-22
4
M
0
3611
0
D
2032-08-02
Class A Common Stock
3611
1389
D
Employee Stock Option (right to buy)
10.40
2024-04-22
4
M
0
104
0
D
2033-03-07
Class A Common Stock
104
3543
D
Employee Stock Option (right to buy)
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2024-04-22
4
M
0
6473
0
D
2033-12-05
Class A Common Stock
6473
76027
D
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").
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.
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, the Reporting Person sold 23,000 shares of Class A Common Stock of the Issuer to the Underwriters at a per share sale price of $88.00. The per share sale price reported in this Form 4 does not reflect underwriting discounts.
All of the shares subject to the option are fully vested and exercisable as of the date hereof.
This option, originally for 15,000 shares of Common Stock, vested as to 1/48th of the shares on June 5, 2020 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
This option, originally for 30,000 shares of Common Stock, 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.
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.
The shares subject to this option become eligible to vest (eligible shares) upon the extension of certain key business agreements. In order for any eligible shares to vest, the Reporting Person must remain continuously employed through April 1 following the fiscal year in which the goal is achieved. In addition, if there is a change in control by certain Ibotta Performance Network ("IPN") partners, then 50% of the shares subject to this option will immediately vest, and the remaining portion of this option will immediately terminate and be cancelled.
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.
This option, originally for 5,000 shares of Common Stock, vested as to 1/48th of the shares 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.
1/48th of the shares subject to the option vested on December 10, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
This option, originally for 5,000 shares of Common Stock, 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.
This option, originally for 82,500 shares of Common Stock, vested as to 1/48th of the shares on December 10, 2023 and 1/48th of the shares vest monthly thereafter, subject to the Reporting Person's continued service through each vesting date.
/s/ David Shapiro, by power of attorney
2024-04-22