{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-11T22:03:17.292174+00:00","company":{"ticker":"IBTA","cik":1538379,"company_name":"Ibotta, Inc."},"pagination":{"limit":100,"returned":11,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{},"facts":[{"fact_type":"shareholder_vote","fact_key":"56e218f76effb9f51f7cc3566ba76fd296e4708d","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2026-05-22T20:22:25+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-19","outcome":"passed","proposal_text":"Ratification of KPMG LLP as independent registered public accounting firm for fiscal 2026","proposal_type":"auditor_ratification","results":[{"broker_non_votes":"0","subject":null,"votes_abstain":"63,561","votes_against":"41,851","votes_for":"69,313,700","votes_withheld":null}]},"claim":"Ibotta, Inc. shareholders approved Ratification of KPMG LLP as independent registered public accounting firm for fiscal 2026 at the 2026-05-19 meeting.","evidence_excerpt":"The shareholders ratified the appointment of KPMG, LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026, by the following vote:\nFor\tAgainst\tAbstain\tBroker Non-Votes\n69,313,700\t41,851\t63,561\t0","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-037740","anchor_url":"https://secwatch.observer/filing/0001628280-26-037740#claim-56e218f76effb9f51f7cc3566ba76fd296e4708d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026037740/0001628280-26-037740-index.htm"},{"fact_type":"shareholder_vote","fact_key":"44a6dd97b7089a9bafd4535d8f7a813b099c5ba8","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2026-05-22T20:22:25+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-19","outcome":"passed","proposal_text":"Advisory vote on frequency of say-on-pay (every one year)","proposal_type":"say_on_pay_frequency","results":[{"broker_non_votes":"3,589,740","subject":null,"votes_abstain":"63,770","votes_against":"17,307","votes_for":"65,739,126","votes_withheld":null}]},"claim":"Ibotta, Inc. shareholders approved Advisory vote on frequency of say-on-pay (every one year) at the 2026-05-19 meeting.","evidence_excerpt":"The shareholders approved, on an advisory (non-binding) basis, that the frequency of the vote on the compensation of the Company's named executive officers occur every one year, by the following vote:\n1 Year\t2 Years\t3 Years\tAbstain\tBroker Non-Votes\n65,739,126\t17,307\t9,169\t63,770\t3,589,740","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-037740","anchor_url":"https://secwatch.observer/filing/0001628280-26-037740#claim-44a6dd97b7089a9bafd4535d8f7a813b099c5ba8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026037740/0001628280-26-037740-index.htm"},{"fact_type":"shareholder_vote","fact_key":"984f3e438b58665fa9341e1122d3d4d4653c882a","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2026-05-22T20:22:25+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-19","outcome":"passed","proposal_text":"Advisory vote on executive compensation","proposal_type":"say_on_pay","results":[{"broker_non_votes":"3,589,740","subject":null,"votes_abstain":"79,194","votes_against":"190,917","votes_for":"65,559,261","votes_withheld":null}]},"claim":"Ibotta, Inc. shareholders approved Advisory vote on executive compensation at the 2026-05-19 meeting.","evidence_excerpt":"The shareholders approved, on an advisory (non-binding) basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement, by the following vote:\nFor\tAgainst\tAbstain\tBroker Non-Votes\n65,559,261\t190,917\t79,194\t3,589,740","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-037740","anchor_url":"https://secwatch.observer/filing/0001628280-26-037740#claim-984f3e438b58665fa9341e1122d3d4d4653c882a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026037740/0001628280-26-037740-index.htm"},{"fact_type":"shareholder_vote","fact_key":"8f018e8d238fe564943192846cb85c5e2063ed0f","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2026-05-22T20:22:25+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-19","outcome":"passed","proposal_text":"Election of two Class II directors","proposal_type":"director_election","results":[{"broker_non_votes":"3,589,740","subject":"Amit Doshi","votes_abstain":"64,533","votes_against":"1,737,483","votes_for":"64,027,356","votes_withheld":null},{"broker_non_votes":"3,589,740","subject":"Larry Sonsini","votes_abstain":"64,493","votes_against":"243,105","votes_for":"65,521,774","votes_withheld":null}]},"claim":"Ibotta, Inc. shareholders approved Election of two Class II directors at the 2026-05-19 meeting.","evidence_excerpt":"The shareholders elected two Class II directors to hold office for a three-year term expiring at the 2029 annual meeting of shareholders and until their respective successors are duly elected and qualified, by the following vote:\nName\tFor\tAgainst\tAbstain\tBroker Non-Votes\nAmit Doshi\t64,027,356\t1,737,483\t64,533\t3,589,740\nLarry Sonsini\t65,521,774\t243,105\t64,493\t3,589,740","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-037740","anchor_url":"https://secwatch.observer/filing/0001628280-26-037740#claim-8f018e8d238fe564943192846cb85c5e2063ed0f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026037740/0001628280-26-037740-index.htm"},{"fact_type":"earnings_release","fact_key":"ce3440e31dbe91dfc7bca0df959978900be5082f","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2026-05-06T23:59:59+00:00","payload":{"eps_text":"$(0.43) per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$(10.3) million","period_text":"the first quarter ended March 31, 2026","report_date":"2026-05-06","result_type":"reported_results","revenue_text":"$82.5 million"},"claim":"Ibotta, Inc. reported the first quarter ended March 31, 2026 results: revenue $82.5 million, net income $(10.3) million, EPS $(0.43) per diluted share.","evidence_excerpt":"Results Ibotta’s first quarter financial results exceeded the upper end of the guidance range for both revenue and adjusted EBITDA. Revenue declined by 2% year-over-year to $82.5 million Generated net loss of $10.3 million, representing net loss as a percent of revenue of (13)%, and adjusted EBITDA of $8.7 million, representing an 11% adjusted EBITDA margin","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-26-031279","anchor_url":"https://secwatch.observer/filing/0001628280-26-031279#claim-ce3440e31dbe91dfc7bca0df959978900be5082f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026031279/0001628280-26-031279-index.htm"},{"fact_type":"executive_change","fact_key":"7900e93918","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2025-03-31T23:59:59+00:00","payload":{"action":"assumed the role","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-03-14","interim":true,"role":"Interim Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Valarie Sheppard changed role as Interim Chief Financial Officer at Ibotta, Inc..","evidence_excerpt":"the Company's Chief Financial Officer, Sunit Patel, resigned, and Valarie Sheppard, a member of the Company's Board of Directors (the 'Board'), assumed the role of Interim Chief Financial Officer, effective March 14, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-25-015663","anchor_url":"https://secwatch.observer/filing/0001628280-25-015663#claim-7900e93918","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828025015663/0001628280-25-015663-index.htm"},{"fact_type":"executive_change","fact_key":"e3918113f4","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2025-03-31T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2025-03-14","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":"Valarie Sheppard","successor_named":true},"claim":"Sunit Patel resigned as Chief Financial Officer at Ibotta, Inc..","evidence_excerpt":"the Company's Chief Financial Officer, Sunit Patel, resigned, and Valarie Sheppard, a member of the Company's Board of Directors (the 'Board'), assumed the role of Interim Chief Financial Officer, effective March 14, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-25-015663","anchor_url":"https://secwatch.observer/filing/0001628280-25-015663#claim-e3918113f4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828025015663/0001628280-25-015663-index.htm"},{"fact_type":"executive_change","fact_key":"4323727b49","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2025-03-14T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-03-14","interim":true,"role":"Interim Chief Financial Officer","role_category":"cfo","successor_name":null,"successor_named":false},"claim":"Valarie Sheppard was appointed as Interim Chief Financial Officer at Ibotta, Inc..","evidence_excerpt":"Valarie Sheppard, a member of the Company’s Board of Directors (the “Board”) will assume the position of the Company’s Interim Chief Financial Officer, effective March 14, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-25-012726","anchor_url":"https://secwatch.observer/filing/0001628280-25-012726#claim-4323727b49","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828025012726/0001628280-25-012726-index.htm"},{"fact_type":"executive_change","fact_key":"c36c16ab06","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2025-03-14T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"not_disclosed","effective_date":"2025-03-14","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":"Valarie Sheppard","successor_named":true},"claim":"Sunit Patel resigned as Chief Financial Officer at Ibotta, Inc..","evidence_excerpt":"Sunit Patel resigned as Chief Financial Officer and Principal Financial Officer of Ibotta, Inc. (the “Company”), effective March 14, 2025, and he will remain with the Company through March 28, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-25-012726","anchor_url":"https://secwatch.observer/filing/0001628280-25-012726#claim-c36c16ab06","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828025012726/0001628280-25-012726-index.htm"},{"fact_type":"governance_change","fact_key":"51dedd40d7c8986305231633946079b786fe8e52","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2024-04-22T23:59:59+00:00","payload":{"change_type":"bylaw_amendment","effective_date":"2024-04-22","item_codes_triggered":["5.03"],"summary_text":"Bylaws amended and restated effective as of April 22, 2024 in connection with IPO"},"claim":"Ibotta, Inc.: Bylaws amended and restated effective as of April 22, 2024 in connection with IPO (effective 2024-04-22).","evidence_excerpt":"Effective as of April 22, 2024, the Company's bylaws were amended and restated (the “ Restated Bylaws ”) in connection with the completion of the IPO.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-24-017111","anchor_url":"https://secwatch.observer/filing/0001628280-24-017111#claim-51dedd40d7c8986305231633946079b786fe8e52","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828024017111/0001628280-24-017111-index.htm"},{"fact_type":"governance_change","fact_key":"933273e8d45c78917a0a499f9962e15619b6f704","cik":1538379,"ticker":"IBTA","company_name":"Ibotta, Inc.","filed_at":"2024-04-22T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2024-04-22","item_codes_triggered":["5.03"],"summary_text":"Amended and restated certificate of incorporation filed in connection with IPO"},"claim":"Ibotta, Inc.: Amended and restated certificate of incorporation filed in connection with IPO (effective 2024-04-22).","evidence_excerpt":"On April 22, 2024, Ibotta, Inc. (the “ Company ”) filed an amended and restated certificate of incorporation (the “ Restated Certificate ”) with the Secretary of State of the State of Delaware in connection with the completion of the Company’s initial public offering (the “ IPO ”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-24-017111","anchor_url":"https://secwatch.observer/filing/0001628280-24-017111#claim-933273e8d45c78917a0a499f9962e15619b6f704","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1538379/000162828024017111/0001628280-24-017111-index.htm"}]}