Ibotta discloses compensation terms for interim CFO Valarie Sheppard

Ibotta, Inc.

Annual salary of $930,000 paid bi-weekly at $35,769.23.
New Hire RSUs worth $1,377,271.06 vesting in 6 equal monthly installments.
Additional $200,000 RSU annual award for board service at 2025 annual meeting.
Sheppard expected to remain on board after permanent CFO appointed.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed (interim)

Valarie Sheppard

Interim Chief Financial Officer

IBTA · Ibotta, Inc.

Effective: 2025-03-14
Filed: March 31, 2025, 7:59 PM ET

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.

Departed

Sunit Patel

Chief Financial Officer

IBTA · Ibotta, Inc.

Effective: 2025-03-14
Successor: Valarie Sheppard
Filed: March 31, 2025, 7:59 PM ET

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.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Valarie Sheppard changed role as Interim Chief Financial Officer at Ibotta, Inc..

Action: assumed the role
Role: Interim Chief Financial Officer

Exact text from the filing

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.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Sunit Patel resigned as Chief Financial Officer at Ibotta, Inc..

Action: resigned
Role: Chief Financial Officer

Exact text from the filing

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.

View on SEC.gov

Ibotta, Inc. filing history →

Source: SEC EDGAR

accession 0001628280-25-015663

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