secwatch / observer
IBTA Ibotta, Inc.
CIK 0001538379 25 ready 8-Ks latest September 24, 2026, 4:33 PM ET RSS · JSON
Activity: NORMAL 1 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (2)
Ready 8-Ks 25
Latest filing September 24, 2026, 4:33 PM ET
Top materiality 0.80
Event mix earnings ×11 · leadership ×6 · other_material ×5
Sentiment 7 pos · 5 neg · 13 neu
Latest earnings reported 2026-Q1
Executive change recent →

Recent 8-K filings for IBTA

Executive changes

Appointed

Tony Weisman

Director
IBTA · Ibotta, Inc.
Effective
2026-09-22
Filed
September 24, 2026, 4:33 PM ET
appointed Tony Weisman to serve as a Class I director effective as of the Effective Date, with an initial term expiring at the Company’s 2028 annual meeting of shareholders.
Departed

Thomas Lehrman

Director
IBTA · Ibotta, Inc.
Effective
2026-09-22
Filed
September 24, 2026, 4:33 PM ET
Thomas Lehrman, a member of the Board, notified the Company of his resignation from the Board and all committees thereof, effective immediately.
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.
Appointed (interim)

Valarie Sheppard

Interim Chief Financial Officer
IBTA · Ibotta, Inc.
Effective
2025-03-14
Filed
March 14, 2025, 7:59 PM ET
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.
Departed

Sunit Patel

Chief Financial Officer
IBTA · Ibotta, Inc.
Effective
2025-03-14
Successor
Valarie Sheppard
Filed
March 14, 2025, 7:59 PM ET
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.

Earnings & guidance

2026-Q1 EPS reported -$0.43 filing →

Materiality & sentiment trend

Max materiality 0.80 · Median 0.70 · Most common event earnings

7 positive 5 negative 13 neutral

source · IBTA on sec.gov