Ibotta, Inc. Files 8-K Report

TL;DR

IBTA filed an 8-K on 8/13/24. Check it for financial updates.

AI Summary

On August 13, 2024, Ibotta, Inc. filed an 8-K report detailing its financial results and other events. The company, incorporated in Delaware with its principal executive offices in Denver, Colorado, reported its fiscal year ends on December 31st. This filing is in accordance with Section 13 or 15(d) of the Securities Exchange Act of 1934.

Why It Matters

This 8-K filing provides investors with crucial updates on Ibotta, Inc.'s financial condition and operational events, impacting their investment decisions.

Risk Assessment

Risk Level: low — This is a routine filing of an 8-K report, which is standard for public companies to disclose material events.

Key Numbers

• 001-42018 — Commission File Number (Identifies the company's filing with the SEC)
• 35-2426358 — I.R.S. Employer Identification Number (Company's tax identification number)

Key Players & Entities

• Ibotta, Inc. (company) — Registrant
• August 13, 2024 (date) — Date of Report
• Delaware (jurisdiction) — State of incorporation
• Denver, Colorado (location) — Principal executive offices
• Securities Exchange Act of 1934 (legal_document) — Governing Act

FAQ

Key Financial Figures

• $0.00001 — which registered Class A Common Stock, $0.00001 par value per share IBTA New York Stock

Filing Documents

• ibta-20240813.htm (8-K) — 29KB
• earningsrelease63024.htm (EX-99.1) — 332KB
• ibottalogoa.jpg (GRAPHIC) — 5KB
• 0001628280-24-036949.txt ( ) — 519KB
• ibta-20240813.xsd (EX-101.SCH) — 2KB
• ibta-20240813_lab.xml (EX-101.LAB) — 23KB
• ibta-20240813_pre.xml (EX-101.PRE) — 13KB
• ibta-20240813_htm.xml (XML) — 3KB

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition On August 13, 2024, Ibotta, Inc. issued a press release announcing financial results for the second quarter ended June 30, 2024. A copy of the release is furnished with this report as Exhibit 99.1. The information contained in Item 2.02 of this Current Report on Form 8-K, including the information contained in Exhibit 99.1, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

01 Other Events

Item 8.01 Other Events Expected Early Lock-Up Release Date In connection with the initial public offering of the Class A Common Stock of Ibotta, Inc. (the "Company"), all of the Company's officers, directors, and substantially all of the Company's holders of outstanding common stock were parties to market standoff agreements with the Company and entered into lock-up agreements with the underwriters that restrict their ability to sell or transfer their shares, or otherwise engage in certain transactions related to their shares, for a period of 180 days after April 17, 2024, subject to certain exceptions. Such period is referred to as the Lock-Up Period. Pursuant to the lock-up agreements with the underwriters, "if the Lock-Up Period is scheduled to end during a Blackout Period . . . then 20% of the shares of Common Stock (including shares issuable upon exercise of vested options) that are subject to the restrictions hereunder, which percentage shall be calculated based on the number of shares of Common Stock subject to such restrictions as of the day immediately prior to the beginning of such Blackout Period, will be automatically released from such restrictions beginning on the ninth Trading Day immediately prior to the beginning of such Blackout Period (the "Blackout-Related Release"); provided, however, that promptly upon the Company's determination of the date of the Blackout-Related Release and in any event at least seven Trading Days in advance of the Blackout-Related Release, the Company shall notify the Representatives of the date of the impending Blackout-Related Release, and shall announce the date of the Blackout-Related Release through a major news service, or on a Form 8-K, at least five Trading Days in advance of the Blackout-Related Release." The Lock-Up Period is scheduled to end on October 14, 2024, which falls within the Company's quarterly blackout period. Therefore, under the lock-up agreement, 20% of the shares subject to the lock-up agre

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) The following exhibits are being filed herewith: Exhibit No. Description 99.1 Press Release issued by Ibotta, Inc. dated August 13, 2024 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. IBOTTA, INC. Date: August 13, 2024 By: /s/ Sunit Patel Sunit Patel Chief Financial Officer (Principal Financial Officer)

View Full Filing

View this 8-K filing on SEC EDGAR