IBTA.NYSEIbotta, INC

Form 4: Ibotta Interim CFO Valarie Sheppard Reports Tax Withholding Transaction

Sentiment:

SEC Form 4 Filing


Valarie Sheppard, Interim CFO of Ibotta, Inc., reports a transaction involving the withholding of shares to cover income tax obligations related to vesting restricted stock units.

Summary

  • On April 22, 2025, Valarie L Sheppard, Interim CFO of Ibotta, Inc., reported a transaction on SEC Form 4.
  • The transaction involved the withholding of 436 shares of Class A Common Stock at a price of $45.61 per share to satisfy income tax obligations related to the vesting of restricted stock units (RSUs).
  • Following the transaction, Sheppard beneficially owns 35,458 shares of Ibotta's Class A Common Stock.
  • These securities include restricted stock units, each representing a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.

Sentiment

Score: 5

Explanation: The document reports a routine transaction related to tax obligations, indicating a neutral sentiment.

Future Outlook

The document does not contain any specific forward-looking statements or guidance.

Industry Context

This is a routine transaction related to executive compensation and tax obligations, common in publicly traded companies.

Stakeholder Impact

  • The transaction has a minor impact on shareholders as it involves the withholding of shares for tax purposes.

Key Dates

DateDescription
04/22/2025Date of transaction (tax withholding).
04/24/2025Date of signature on the report.

Keywords

Form 4, Ibotta, Valarie Sheppard, Interim CFO, Class A Common Stock, Restricted Stock Units, Tax Withholding, Beneficial Ownership

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