Ibotta, Inc. IBTA
CIK 0001538379
Form 3 statements with an event date from Nov 1, 2023 to Nov 9, 2026.
Where insider ownership starts.
Form 3 is an initial ownership statement filed when someone becomes a reporting insider. These holdings do not mean they bought shares that day.
| Holdings date | Insider | Initial holdings | |
|---|---|---|---|
| Jul 16, 2024 | Walmart Inc. 10% owner | 1 derivative holding | ▾ |
| Sep 26, 2024 | D. E. SHAW & CO, L.P. · SHAW DAVID E · D. E. SHAW & CO, L.L.C. 10% owner · See Footnotes 1, 2, and 3. / 10% owner · See Footnotes 1, 2, and 3. / 10% owner · See Footnotes 1, 2, and 3. | 2.75M shares | ▾ |
| Aug 1, 2024 | Koch, Inc. 10% owner | 4.39M shares | ▾ |
| Apr 17, 2024 | CLARK JAMES H · Clark Jermoluk Founders Fund I LLC 10% owner / 10% owner | 3 derivative holdings | ▾ |
| Apr 17, 2024 | Chomko Jared VICE PRESIDENT, ACCOUNTING | 7.02K shares · 4 derivative holdings | ▾ |
| Apr 17, 2024 | Shapiro David T CHIEF LEGAL OFFICER | 17.38K shares · 1 derivative holding | ▾ |
| Apr 17, 2024 | Donahue Richard I. CHIEF MARKETING OFFICER | 148.49K shares · 8 derivative holdings | ▾ |
| Apr 17, 2024 | Daspit Marisa CHIEF PEOPLE OFFICER | 31.15K shares · 7 derivative holdings | ▾ |
| Apr 17, 2024 | El Tabib Amir Chief Business Dev. Officer | 95.77K shares · 8 derivative holdings | ▾ |
| Apr 17, 2024 | Jensen Christopher J. CHIEF REVENUE OFFICER | 114.06K shares · 5 derivative holdings | ▾ |
| Apr 17, 2024 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | 2 stock holdings · 7 derivative holdings | ▾ |
| Apr 17, 2024 | PATEL SUNIT S CHIEF FINANCIAL OFFICER | 467.99K shares · 1 derivative holding | ▾ |
| Apr 17, 2024 | SONSINI LARRY W Director | 1 derivative holding | ▾ |
| Apr 17, 2024 | Sheppard Valarie L Director | 4.54K shares · 2 derivative holdings | ▾ |
| Apr 17, 2024 | Lehrman Thomas D Director | 4.54K shares · 9 derivative holdings | ▾ |
| Apr 17, 2024 | Bailey Stephen Director | 4.54K shares | ▾ |
| Apr 17, 2024 | DOSHI AMIT Director | 4.54K shares · 2 derivative holdings | ▾ |
| Apr 17, 2024 | Baldwin Amanda Director | 4.54K shares · 2 derivative holdings | ▾ |
| Apr 17, 2024 | Leach Bryan CEO AND PRESIDENT · Director · 10% owner | 5 stock holdings · 9 derivative holdings | ▾ |
| Apr 17, 2024 | KOCH INDUSTRIES INC · KDT Ibotta Holdings, LLC 10% owner / 10% owner | 647.93K shares · 3 derivative holdings | ▾ |
Showing 20 / 20 statements in 2024. The complete set is available through the API.
Follow the people behind the trades.
Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and reach other datasets through the Akkru API.
- Download CSV
- Earlier filings
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For 2024, this page lists 20 of 20 statements.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_initial_holdings
{"action":"list","ticker":"IBTA","page_size":20}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.