Ibotta, Inc.
IBTA · Services-Advertising · 26.9M shares · +210%/yr ↑ dilution · EDGAR filings ↗
Reference price $30.31 · est. market cap ~$816M — last insider sale, 2026-06-23 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80gen composite 73pct→80
Notable findings
- Chronic dilutionShare count +210%/yr over 1y (dilution, book value/share -80%)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $187M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
79.2%
Operating margin
-0.2%
Net margin
1.0%
Return on equity
1.2%
Return on assets
0.7%
ROIC
-0.2%
Revenue growth (QoQ)
-2.5%
Net-income growth
-94.8%
Debt / equity
0.0×
Net debt / EBITDA
-25.0×
Current ratio
2.0×
Free cash flow
$75M
EBITDA
$7M
Tangible book value
$288M
Cash & investments
$187M
Stock comp / revenue
12.9%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Leach Bryan | CEO AND PRESIDENT | — |
| Chomko Jared | VICE PRESIDENT, ACCOUNTING | — |
| Daspit Marisa | CHIEF PEOPLE OFFICER | — |
| Donahue Richard I. | CHIEF MARKETING OFFICER | — |
| El Tabib Amir | Chief Business Dev. Officer | — |
| Puckett Matthew H | Chief Financial Officer | — |
| Riedy Christopher J | Chief Revenue Officer | — |
| Shapiro David T | CHIEF LEGAL OFFICER | — |
| Swanson Luke Roy | CHIEF TECHNOLOGY OFFICER | — |
| Bailey Stephen | Director | — |
| Baldwin Amanda | Director | — |
| DOSHI AMIT | Director | — |
| Lehrman Thomas D | Director | — |
| Sheppard Valarie L | Director | — |
| SONSINI LARRY W | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-23 | Leach Bryan | Sell | 4.0K | $30.31 |
| 2026-06-23 | Leach Bryan | Option exercise | 4.0K | $3.99 |
| 2026-06-22 | Leach Bryan | Sell | 11K | $30.56 |
| 2026-06-22 | Leach Bryan | Option exercise | 11K | $3.99 |
| 2026-06-10 | Leach Bryan | Gift | 50K | — |
| 2026-06-09 | Leach Bryan | Option exercise | 4.7K | $3.99 |
| 2026-06-09 | Leach Bryan | Sell | 4.7K | $31.96 |
| 2026-06-08 | Leach Bryan | Sell | 55 | $32.82 |
| 2026-06-08 | Leach Bryan | Option exercise | 10K | $3.99 |
| 2026-06-08 | Leach Bryan | Sell | 10K | $32.12 |
| 2026-06-04 | Leach Bryan | Conversion | 50K | — |
| 2026-06-04 | Swanson Luke Roy | Sell | 5.1K | $32.86 |
| 2026-06-04 | Swanson Luke Roy | Sell | 808 | $33.71 |
| 2026-06-04 | Swanson Luke Roy | Sell | 5.1K | $32.86 |
| 2026-06-04 | Swanson Luke Roy | Sell | 807 | $33.71 |
| 2026-06-01 | Swanson Luke Roy | Tax withheld | 12K | $34.25 |
| 2026-06-01 | Leach Bryan | Tax withheld | 19K | $34.25 |
| 2026-06-01 | Riedy Christopher J | Tax withheld | 12K | $34.25 |
| 2026-06-01 | Shapiro David T | Tax withheld | 6.8K | $34.25 |
| 2026-06-01 | Daspit Marisa | Tax withheld | 2.7K | $34.25 |
| 2026-06-01 | Chomko Jared | Tax withheld | 528 | $34.25 |
| 2026-06-01 | El Tabib Amir | Tax withheld | 4.4K | $34.25 |
| 2026-05-19 | Lehrman Thomas D | Grant | 6.0K | — |
| 2026-05-19 | DOSHI AMIT | Grant | 6.0K | — |
| 2026-05-19 | Sheppard Valarie L | Grant | 6.0K | — |
| 2026-05-19 | SONSINI LARRY W | Grant | 6.0K | — |
| 2026-05-19 | Bailey Stephen | Grant | 6.0K | — |
| 2026-05-19 | Baldwin Amanda | Grant | 6.0K | — |
| 2026-05-18 | Lehrman Thomas D | Sell | 7.8K | $32.11 |
| 2026-05-18 | Lehrman Thomas D | Sell | 12K | $32.11 |
| 2026-05-15 | Lehrman Thomas D | Sell | 12K | $30.78 |
| 2026-05-15 | Lehrman Thomas D | Sell | 26K | $30.79 |
| 2026-05-15 | Lehrman Thomas D | Sell | 182 | $31.59 |
| 2026-05-15 | Lehrman Thomas D | Sell | 18K | $30.78 |
| 2026-05-15 | El Tabib Amir | Grant | 1.0K | $20.58 |
| 2026-05-15 | Chomko Jared | Grant | 97 | $20.58 |
| 2026-05-15 | Shapiro David T | Grant | 1.0K | $20.58 |
| 2026-05-13 | Lehrman Thomas D | Sell | 12K | $32.34 |
| 2026-05-13 | Lehrman Thomas D | Sell | 314 | $33.58 |
| 2026-05-13 | Lehrman Thomas D | Sell | 12K | $32.36 |
| 2026-05-13 | Lehrman Thomas D | Sell | 122 | $33.31 |
| 2026-05-13 | Lehrman Thomas D | Sell | 7.7K | $32.36 |
| 2026-05-13 | Lehrman Thomas D | Sell | 78 | $33.31 |
| 2026-05-12 | Lehrman Thomas D | Sell | 6.7K | $32.91 |
| 2026-05-12 | Lehrman Thomas D | Sell | 4.9K | $33.61 |
| 2026-05-12 | Lehrman Thomas D | Sell | 4.3K | $32.91 |
| 2026-05-11 | Lehrman Thomas D | Sell | 10K | $33.52 |
| 2026-03-05 | Daspit Marisa | Sell | 3.0K | $24.06 |
| 2026-03-02 | Leach Bryan | Conversion | 60K | — |
| 2026-03-02 | Leach Bryan | Gift | 60K | — |
| 2026-03-01 | El Tabib Amir | Tax withheld | 4.4K | $24.97 |
| 2026-03-01 | Chomko Jared | Tax withheld | 556 | $24.97 |
| 2026-03-01 | Leach Bryan | Tax withheld | 15K | $24.97 |
| 2026-03-01 | Daspit Marisa | Tax withheld | 2.7K | $24.97 |
| 2026-03-01 | Shapiro David T | Tax withheld | 6.8K | $24.97 |
| 2026-03-01 | Riedy Christopher J | Tax withheld | 9.1K | $24.97 |
| 2026-03-01 | Swanson Luke Roy | Tax withheld | 7.7K | $24.97 |
| 2026-01-26 | Chomko Jared | Grant | 6.0K | — |
| 2026-01-08 | Swanson Luke Roy | Grant | 266K | — |
| 2026-01-08 | Riedy Christopher J | Buy | 276K | — |
| 2026-01-08 | El Tabib Amir | Grant | 89K | — |
| 2026-01-08 | Shapiro David T | Grant | 177K | — |
| 2026-01-08 | Leach Bryan | Grant | 408K | — |
| 2026-01-08 | Daspit Marisa | Grant | 85K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-22 | Exec/director changeShareholder vote | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-03-12 | OtherExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
| 2025-11-12 | ResultsExhibits | filing ↗ |
| 2025-10-16 | Exec/director change | filing ↗ |
| 2025-08-13 | ResultsExhibits | filing ↗ |
| 2025-08-11 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-19 | 0001628280-26-037740 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001628280-26-031458 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001628280-26-031279 ↗ |
| DEF 14A | 2026-04-07 | 2025-12-31 | 0001628280-26-024105 ↗ |
| 8-K | 2026-03-12 | 2026-03-11 | 0001628280-26-016980 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001628280-26-011838 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001628280-26-011669 ↗ |
| 10-Q | 2025-11-13 | 2025-09-30 | 0001628280-25-051720 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001628280-25-051611 ↗ |
| 8-K | 2025-10-16 | 2025-10-13 | 0001628280-25-045137 ↗ |
| 10-Q | 2025-08-13 | 2025-06-30 | 0001538379-25-000010 ↗ |
| 8-K | 2025-08-13 | 2025-08-13 | 0001538379-25-000008 ↗ |