IBTA insider buying and SEC filings, explained
Ibotta, Inc. · CIK 1538379
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- NYSE
- Industry (SIC)
- Services-Advertising
- State of incorporation
- DE
- Fiscal year end
- Dec 31
- Former names
- Zing Enterprises, Inc.
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$23.0M
Planned sales (10b5-1)
$19.7M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Oct 29–30, 2026 | Planned (10b5-1) | Marisa Daspit (Chief People Officer) sold 246 shares between Oct 29 and Oct 30 at about $50.04 ($12K), marked as a 10b5-1 plan trade. Holdings down <1% to 116,259 shares. | SEC filing Filed Nov 2, 2026, 4:24 PM ET |
| Oct 21, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 49,899 shares directly and indirectly at about $49.42 ($2.5M), marked as a 10b5-1 plan trade. Direct holdings down 4% to 823,886 shares. | SEC filing Filed Oct 23, 2026, 4:28 PM ET |
| Oct 21–22, 2026 | Planned (10b5-1) | Marisa Daspit (Chief People Officer) sold 746 shares between Oct 21 and Oct 22 at about $50.10 ($37K), marked as a 10b5-1 plan trade. Holdings down 1% to 116,505 shares. | SEC filing Filed Oct 23, 2026, 4:25 PM ET |
| Oct 21–22, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 25,018 shares directly and indirectly between Oct 21 and Oct 22 at about $49.93 ($1.2M), marked as a 10b5-1 plan trade. Direct holdings down 3% to 431,233 shares. | SEC filing Filed Oct 23, 2026, 4:24 PM ET |
| Oct 19–20, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 63,064 shares directly and indirectly between Oct 19 and Oct 20 at about $47.58 ($3.0M), marked as a 10b5-1 plan trade. Direct holdings down 5% to 823,886 shares. | SEC filing Filed Oct 21, 2026, 4:27 PM ET |
| Oct 5–6, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 15,142 shares between Oct 5 and Oct 6 at about $41.43 ($627K), marked as a 10b5-1 plan trade. Holdings down 2% to 823,886 shares. | SEC filing Filed Oct 7, 2026, 4:48 PM ET |
| Oct 1, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 11,880 shares directly and indirectly at about $39.79 ($473K), marked as a 10b5-1 plan trade. Direct holdings down 1% to 443,692 shares. | SEC filing Filed Oct 5, 2026, 4:57 PM ET |
| Sep 10, 2026 | Planned (10b5-1) Amended filing | Luke Roy Swanson (Chief Technology Officer) sold 16,500 shares at about $40.07 ($661K), marked as a 10b5-1 plan trade. Holdings down 4% to 449,632 shares. This amends a filing from Sep 14. | SEC filing Filed Sep 25, 2026 |
| Sep 21–22, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 15,142 shares between Sep 21 and Sep 22 at about $41.34 ($626K), marked as a 10b5-1 plan trade. Holdings down 2% to 823,886 shares. | SEC filing Filed Sep 23, 2026 |
| Sep 8–9, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 39,103 shares between Sep 8 and Sep 9 at about $37.71 ($1.5M), marked as a 10b5-1 plan trade. Holdings down 5% to 823,886 shares. | SEC filing Filed Sep 10, 2026 |
| Sep 1, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 11,880 shares directly and indirectly at about $36.97 ($439K), marked as a 10b5-1 plan trade. Direct holdings down 1% to 466,132 shares. | SEC filing Filed Sep 3, 2026 |
| Sep 1–2, 2026 | Planned (10b5-1) | Marisa Daspit (Chief People Officer) sold 4,668 shares between Sep 1 and Sep 2 at about $37.29 ($174K), marked as a 10b5-1 plan trade. Holdings down 4% to 117,251 shares. | SEC filing Filed Sep 3, 2026 |
| Aug 17–18, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 35,616 shares directly and indirectly between Aug 17 and Aug 18 at about $35.93 ($1.3M), marked as a 10b5-1 plan trade. Direct holdings down 3% to 866,484 shares. | SEC filing Filed Aug 19, 2026 |
| Aug 13, 2026 | Sale | Thomas D Lehrman (Director) sold 30,273 shares directly and indirectly at about $37.33 ($1.1M). Direct holdings down 29% to 38,120 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 17, 2026 |
| Aug 11–12, 2026 | Sale | Thomas D Lehrman (Director) sold 42,407 shares directly and indirectly between Aug 11 and Aug 12 at about $36.07 ($1.5M). Direct holdings down 21% to 54,046 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 13, 2026 |
| Aug 7, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 800 shares directly and indirectly at about $39.90 ($32K), marked as a 10b5-1 plan trade. Direct holdings down <1% to 483,764 shares. | SEC filing Filed Aug 11, 2026 |
| Aug 3–4, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 95,030 shares directly and indirectly between Aug 3 and Aug 4 at about $34.28 ($3.3M), marked as a 10b5-1 plan trade. Direct holdings down 8% to 866,484 shares. | SEC filing Filed Aug 5, 2026 |
| Aug 3, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 11,880 shares directly and indirectly at about $24.46 ($291K), marked as a 10b5-1 plan trade. Direct holdings down 1% to 483,964 shares. | SEC filing Filed Aug 5, 2026 |
| Jul 20–21, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 15,142 shares between Jul 20 and Jul 21 at about $31.82 ($482K), marked as a 10b5-1 plan trade. Holdings down 2% to 866,484 shares. | SEC filing Filed Jul 22, 2026 |
| Jul 6, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 9,402 shares directly and indirectly at about $33.10 ($311K), marked as a 10b5-1 plan trade. Direct holdings down 1% to 866,484 shares. | SEC filing Filed Jul 8, 2026 |
| Jul 6, 2026 | Sale | James H. Clark (10% owner) sold 500,000 shares at $30.15 ($15.1M). Holdings down 13% to 3,341,308 shares. Not marked as a 10b5-1 plan trade. Filed jointly with 1 other reporting owner. | SEC filing Filed Jul 8, 2026 |
| Jul 1–2, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 28,231 shares directly and indirectly between Jul 1 and Jul 2 at about $35.21 ($994K), marked as a 10b5-1 plan trade. Direct holdings down 2% to 866,484 shares. | SEC filing Filed Jul 6, 2026 |
| Jul 1, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 11,880 shares directly and indirectly at about $35.14 ($417K), marked as a 10b5-1 plan trade. Direct holdings down 1% to 489,904 shares. | SEC filing Filed Jul 6, 2026 |
| Jun 22–23, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 15,142 shares between Jun 22 and Jun 23 at about $30.49 ($462K), marked as a 10b5-1 plan trade. Holdings down 2% to 866,484 shares. | SEC filing Filed Jun 24, 2026 |
| Jun 8–9, 2026 | Planned (10b5-1) | Bryan Leach (CEO and Director) sold 15,154 shares between Jun 8 and Jun 9 at about $32.07 ($486K), marked as a 10b5-1 plan trade. Holdings down 2% to 916,484 shares. | SEC filing Filed Jun 10, 2026 |
| Jun 4, 2026 | Planned (10b5-1) | Luke Roy Swanson (Chief Technology Officer) sold 11,880 shares directly and indirectly at about $32.98 ($392K), marked as a 10b5-1 plan trade. Direct holdings down 1% to 495,844 shares. | SEC filing Filed Jun 8, 2026 |
| May 15–18, 2026 | Sale | Thomas D Lehrman (Director) sold 75,907 shares directly and indirectly between May 15 and May 18 at about $31.13 ($2.4M). Direct holdings down 29% to 62,750 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 19, 2026 |
| May 13, 2026 | Sale | Thomas D Lehrman (Director) sold 32,383 shares directly and indirectly at about $32.37 ($1.0M). Direct holdings down 12% to 88,750 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 15, 2026 |
| May 11–12, 2026 | Sale | Thomas D Lehrman (Director) sold 25,854 shares directly and indirectly between May 11 and May 12 at about $33.28 ($860K). Direct holdings down 13% to 101,413 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 13, 2026 |
| Mar 5, 2026 | Planned (10b5-1) | Marisa Daspit (Chief People Officer) sold 2,956 shares at $24.06 ($71K), marked as a 10b5-1 plan trade. Holdings down 2% to 127,597 shares. | SEC filing Filed Mar 9, 2026 |
| Jan 8, 2026 | Other purchase | Christopher J Riedy (Chief Revenue Officer) bought 276,041 Class A Common Stock at $0.0000 ($0), reported as a purchase (code P). Holdings up 227% to 397,507 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 12, 2026 |
| Apr 25, 2024 | Sale | James H. Clark (10% owner) sold 11,363 shares indirectly at $88.00 ($1.0M). Indirect holdings down 2% to 556,818 shares. Not marked as a 10b5-1 plan trade. Filed jointly with 1 other reporting owner. | SEC filing Filed Dec 18, 2025 |
| Dec 5, 2025 | Planned (10b5-1) | Marisa Daspit (Chief People Officer) sold 10 shares at $23.54 ($235), marked as a 10b5-1 plan trade. Holdings down <1% to 47,983 shares. | SEC filing Filed Dec 9, 2025 |
65 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
| Filed | Items | Tag | Source |
|---|---|---|---|
| Nov 2, 2026, 4:15 PM ET 8-K | Earnings released (Item 2.02) | SEC filing |
Red flags are objective triggers only: the item or form filed, never an opinion.
Follow IBTA in the Insider Ledger app
Get the appA plain-English brief of insider purchases, 8-Ks and red flags at the companies you pick. No account needed.