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) 8.30 2024-04-22 4 J 0 8198 D 2030-12-08 Common Stock 8198 0 D Employee Stock Option (right to buy) 8.30 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) 10.40 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 82500 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) 8.30 2024-04-22 4 M 0 2573 0 D 2030-12-08 Class A Common Stock 2573 5625 D Employee Stock Option (right to buy) 19.25 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) 25.64 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