IBTA insider ownership: who sold, why, and what they still hold

What stands out

Christopher Riedy bought 276K shares, first on Jan 8, 2026. These are the first purchases by current officers or directors in the filings on record.Purchase, Jan 8, 2026

Thomas Lehrman sold $6.9M of stock with no disclosed trading plan. The filings don't state a reason.Largest such sale, May 15, 2026

Selling picked up in the last 90 days: officers and directors sold 366K shares, against an average of 75K per 90 days earlier in the period. Most of it was Bryan Leach (215K shares in the last 90 days) and Luke Swanson (73K shares in the last 90 days); 80% of these sales were under disclosed plans.Bryan Leach: largest recent sale, Aug 4, 2026 · Luke Swanson: largest recent sale, Sep 10, 2026

A share of stake is shown for 0 of the 4 officers and directors who sold. 16 are left out

Left out: Bryan Leach, Thomas Lehrman, Luke Swanson, Matthew Puckett, Richard Donahue, Christopher Riedy, Tabib El, Larry Sonsini, David Shapiro, Marisa Daspit, Amit Doshi, Valarie Sheppard, Jared Chomko, Amanda Baldwin, Stephen Bailey and Tony Weisman (share of stake is being verified).

Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.

Bryan Leach

CEO and President, Director

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$10.0MDisclosed plan

Thomas Lehrman

Director

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$6.9MNo plan disclosed

Luke Swanson

Chief Technology Officer

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$3.5MDisclosed plan

Marisa Daspit

Chief People Officer

Not confirmed

Share of stake not shown: share of stake is being verified. Why

$245KDisclosed plan

Amounts, filings and trading plans for each seller

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planNo plan disclosedOne dollar scale for every month; the tallest bar is labeled

Recent activity

Past 30 days, Sep 17, 2026 to Oct 16, 2026

Oct 6, 2026Bryan Leach sold 5K shares ($209K) under a disclosed trading plan. 5K shares came in from vesting or option exercises the same day, so the holding rose by 0 net.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Bryan Leach CEO and President, Director	5,030	$41.57	n/a	n/a	Oct 6, 2026	Oct 7, 2026

Oct 5, 2026Bryan Leach sold 10K shares ($418K) under a disclosed trading plan. 10K shares came in from vesting or option exercises the same day, so the holding rose by 0 net.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Bryan Leach CEO and President, Director	10,112	$41.36	n/a	n/a	Oct 5, 2026	Oct 7, 2026

Oct 1, 2026Luke Swanson sold 12K shares ($473K) under a disclosed trading plan.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Luke Swanson Chief Technology Officer	11,880	$39.79	n/a	n/a	Oct 1, 2026	Oct 5, 2026

Sep 22, 2026Bryan Leach sold 1.7K shares ($71K) under a disclosed trading plan. 1.7K shares came in from vesting or option exercises the same day, so the holding rose by 0 net.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Bryan Leach CEO and President, Director	1,724	$41.31	n/a	n/a	Sep 22, 2026	Sep 23, 2026

Sep 21, 2026Bryan Leach sold 13K shares ($555K) under a disclosed trading plan. 13K shares came in from vesting or option exercises the same day, so the holding rose by 0 net.

Who	Shares	Price	% of total stake	Total stake after	Trade date	Filed
Bryan Leach CEO and President, Director	13,418	$41.34	n/a	n/a	Sep 21, 2026	Sep 23, 2026

"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Outside holders, reported separately

Clark Jermoluk Founders Fund I LLC sold $15.1M in the past 12 months. Large shareholders and the funds or companies that board members represent are not part of management, so they are left out of the figures above.

Details

Common questions

Is the Ibotta, Inc. CEO selling stock?

Yes. Bryan Leach sold 283K shares ($10.0M) in the past 12 months, all of it under a trading plan disclosed in the filings.

Why are Ibotta, Inc. insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 66% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 34% had no disclosed plan. A trading plan schedules sales in advance.

Are any Ibotta, Inc. insiders buying?

Yes. 1 officer or director reported 1 purchase in the past 12 months (Form 4 code P; rows the filings describe as reinvested dividends, plan purchases, private deals or moves into the person's own trust are not counted).

The evidence

Who sold4 officers and directors: amount, % of holdings, trading plan

Who sold	Amount	% of holdings	Trading plan
Bryan Leach CEO and President, Director	$10.0M 283K shares	Not confirmed share of stake is being verified. Why	Disclosed plan
Thomas Lehrman Director	$6.9M 207K shares	Not confirmed share of stake is being verified. Why	No plan disclosed
Luke Swanson Chief Technology Officer	$3.5M 97K shares	Not confirmed share of stake is being verified. Why	Disclosed plan
Marisa Daspit Chief People Officer	$245K 7.6K shares	Not confirmed share of stake is being verified. Why	Disclosed plan

Outside holder, reported separately: Clark Jermoluk Founders Fund I LLC (a 10% owner, not part of management). Sold $15.1M (500K shares) from Jul 6, 2026 to Jul 6, 2026. Latest filing

The full ownership picture0 of 16 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

Insider

Held Oct 16, 2025

Sold

Held Oct 16, 2026

Still held

Bryan Leach

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Bryan Leach are complete.

CEO and President, Director

n/a

−283K

n/a

Vesting, gifts, unvested awards and holding lines for Bryan Leach

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Bryan Leach are complete; balances and unit counts will be added when the check is finished.

−110Kgifted (net of own trusts)

−60Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
17,857	$5.05	Jan 25, 2028	$652K
50,000	$5.35	Nov 13, 2028	$1.8M
50,000	$12.75	Dec 11, 2029	$1.4M
250,000	$8.30	Dec 8, 2030	$8.3M
176,471	$22.20	Jul 15, 2031	$3.4M
25,000	$19.25	Feb 8, 2032	$558K
60,000	$10.40	Mar 7, 2033	$1.9M

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Thomas Lehrman

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Thomas Lehrman are complete.

Director

n/a

−207K

n/a

Vesting, gifts, unvested awards and holding lines for Thomas Lehrman

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Thomas Lehrman are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Luke Swanson

Chief Technology Officer

n/a

−97K

n/a

Vesting, gifts, unvested awards and holding lines for Luke Swanson

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Luke Swanson are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−35Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
21,728	$5.05	Jan 25, 2028	$793K
20,833	$5.35	Nov 13, 2028	$754K
39,324	$12.75	Dec 11, 2029	$1.1M
50,000	$8.30	Dec 8, 2030	$1.7M
71,670	$22.20	Jul 15, 2031	$1.4M
25,000	$19.25	Feb 8, 2032	$558K
40,000	$10.40	Mar 7, 2033	$1.2M

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Matthew Puckett

Chief Financial Officer

n/a

Vesting, gifts, unvested awards and holding lines for Matthew Puckett

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Matthew Puckett are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−33Kwithheld by the company for taxes

Richard Donahue

Chief Marketing Officer

n/a

Vesting, gifts, unvested awards and holding lines for Richard Donahue

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Richard Donahue are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
1,532	$22.20	Jul 15, 2031	$30K
8,854	$10.40	Mar 7, 2033	$276K

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Christopher Riedy

Chief Revenue Officer

n/a

Vesting, gifts, unvested awards and holding lines for Christopher Riedy

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Christopher Riedy are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−38Kwithheld by the company for taxes

Tabib El

Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Tabib El are complete.

Chief Business Dev. Officer

n/a

Vesting, gifts, unvested awards and holding lines for Tabib El

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Tabib El are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−14Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
43,575	$22.20	Jul 15, 2031	$844K
20,000	$22.20	Aug 3, 2031	$387K
238	$19.25	Aug 2, 2032	$5K
3,021	$10.40	Mar 7, 2033	$94K
73,431	$25.64	Dec 5, 2033	$1.2M

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Larry Sonsini

Director

n/a

Vesting, gifts, unvested awards and holding lines for Larry Sonsini

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Larry Sonsini are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

David Shapiro

Chief Legal Officer

n/a

Vesting, gifts, unvested awards and holding lines for David Shapiro

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for David Shapiro are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−22Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
48,498	$31.15	Mar 8, 2034	$505K

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Marisa Daspit

Chief People Officer

n/a

−7.6K

n/a

Vesting, gifts, unvested awards and holding lines for Marisa Daspit

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Marisa Daspit are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−13Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
7,000	$12.75	Nov 5, 2029	$202K
5,000	$12.75	Dec 11, 2029	$144K
29,665	$6.55	May 5, 2030	$1.0M
27,562	$22.20	Jul 15, 2031	$534K
15,000	$19.25	Feb 8, 2032	$335K
13,021	$10.40	Mar 7, 2033	$406K

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Amit Doshi

Director

n/a

Vesting, gifts, unvested awards and holding lines for Amit Doshi

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Amit Doshi are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Valarie Sheppard

Director

n/a

Vesting, gifts, unvested awards and holding lines for Valarie Sheppard

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Valarie Sheppard are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
25,810	$22.20	Nov 17, 2031	$500K
15,000	$10.40	May 26, 2033	$467K

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Jared Chomko

Sr Vice President - Accounting

n/a

Vesting, gifts, unvested awards and holding lines for Jared Chomko

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Jared Chomko are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

−2.3Kwithheld by the company for taxes

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
5,609	$12.45	May 14, 2031	$163K
1,500	$22.20	Nov 2, 2031	$29K
7,500	$19.25	Feb 8, 2032	$167K
625	$10.40	Mar 7, 2033	$19K

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Amanda Baldwin

Director

n/a

Vesting, gifts, unvested awards and holding lines for Amanda Baldwin

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Amanda Baldwin are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options held	Strike price	Expires	Intrinsic value (estimate)
25,810	$22.20	Nov 17, 2031	$500K
15,000	$10.40	May 26, 2033	$467K

Estimate: options held × ($41.57 − strike price), using the most recent insider trade price on Form 4 (Oct 6, 2026), not a market close.

Stephen Bailey

Director

n/a

Vesting, gifts, unvested awards and holding lines for Stephen Bailey

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Stephen Bailey are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Tony Weisman

Director

n/a

Vesting, gifts, unvested awards and holding lines for Tony Weisman

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Tony Weisman are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Ibotta, Inc. are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

What explains the selling$20.7M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $20.7M across 594,362 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

Disclosed plan · $13.8M · 66%

34%

The lighter segment is sales with no plan disclosed in the filing ($6.9M), including tax-related sales outside a plan.

No plan disclosed · $6.9M

Sales with no 10b5-1 plan and no tax reference in the filing. $6.9M of it is Thomas Lehrman. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Thomas Lehrman, May 15, 2026

Taxes

217,825 shares ($7.0M) were withheld by the company for taxes, which isn't a market sale.

Purchases · 1 buyer (1 trade)

1 officer or director bought shares in this period, in 1 trade(Form 4 code P, leaving out rows the filings describe as reinvested dividends, plan purchases, private deals or moves into the person's own trust). Across all their filings on record there is 1 purchase trade.

Charitable gifts · 50K shares

Gifts the filings describe as charitable. Gifts are not sales and are not included in the sale totals.

Seller	Shares sold	Proceeds	Under a disclosed plan	Share of total	Sales dates
Bryan Leach CEO and President, Director	283K	$10.0M	100%	48%	Jun 8, 2026 to Oct 6, 2026
Thomas Lehrman Director	207K	$6.9M	0%	34%	May 11, 2026 to Aug 13, 2026
Luke Swanson Chief Technology Officer	97K	$3.5M	100%	17%	Jun 4, 2026 to Oct 1, 2026
Marisa Daspit Chief People Officer	7.6K	$245K	100%	1%	Dec 5, 2025 to Sep 2, 2026

Sales by month

Month	Sale proceeds	Disclosed plan	To cover taxes	No plan disclosed
Oct 2025	$0	$0	$0	$0
Nov 2025	$0	$0	$0	$0
Dec 2025	$235	$235	$0	$0
Jan 2026	$0	$0	$0	$0
Feb 2026	$0	$0	$0	$0
Mar 2026	$71K	$71K	$0	$0
Apr 2026	$0	$0	$0	$0
May 2026	$4.3M	$0	$0	$4.3M
Jun 2026	$1.3M	$1.3M	$0	$0
Jul 2026	$2.2M	$2.2M	$0	$0
Aug 2026	$7.5M	$4.9M	$0	$2.7M
Sep 2026	$4.2M	$4.2M	$0	$0
Oct 2026	$1.1M	$1.1M	$0	$0

Known gaps and uncertainty16 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Ibotta, Inc. are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology257 filings on record, 82 filed in the 12-month period, and how we read them

All 257 Forms 3, 4 and 5 on record for Ibotta, Inc. (SEC CIK 1538379), filed from Apr 17, 2024 to Oct 7, 2026; 82 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (6)No filing in 18 months; last reported balances, not in any total

Name	Last filed	Last reported balance
D. E. SHAW & CO, L.P.	Mar 5, 2025	5,472,012 shares, last reported balance as of Mar 3, 2025
Sunit Patel	Mar 4, 2025	555,275 shares, last reported balance as of Mar 1, 2025
Walmart Inc.	Oct 16, 2024	No balance on record
Koch, Inc.	Aug 2, 2024	4,389,129 shares, last reported balance as of Aug 1, 2024
Christopher Jensen	Jun 7, 2024	107,662 shares, last reported balance as of Jun 5, 2024
KDT Ibotta Holdings, LLC	Apr 22, 2024	9,188,269 shares, last reported balance as of Apr 22, 2024

Spotted something wrong on this page? Report an error. We check every report against the SEC filing and list what we fix in the corrections log.

Ibotta, Inc. insiders sold $20.7M in the past 12 months. How much of their stake is that?

What stands out

Who sold, and how much of their stake

Selling by month

Recent activity

Outside holders, reported separately

Common questions

Is the Ibotta, Inc. CEO selling stock?

Why are Ibotta, Inc. insiders selling?

Are any Ibotta, Inc. insiders buying?

The evidence

No plan disclosed · $6.9M

Taxes

Purchases · 1 buyer (1 trade)

Charitable gifts · 50K shares

Sales by month