Matthew H. Puckett, Chief Financial Officer of Ibotta, Inc. (NYSE:IBTA), filed a Form 4 on September 3, 2026, disclosing a share withholding transaction dated September 1, 2026, related to the vesting and net settlement of restricted stock units.

Key Highlights

  • Reporting person: Matthew H. Puckett, Chief Financial Officer of Ibotta, Inc.
  • Transaction date: September 1, 2026, involving Class A Common Stock.
  • Shares withheld: 33,347 shares disposed of (Code F) at $37.21 per share to satisfy tax withholding obligations tied to RSU vesting.
  • Not a market sale: According to the filing, "this transaction is not a sale of shares by the Reporting Person" but rather shares withheld by the issuer for tax remittance purposes.
  • Beneficial ownership following transaction: 303,479 shares of Class A Common Stock held directly, certain of which are RSUs.
  • RSU note: The filing states that certain of the 303,479 securities are RSUs, each representing a contingent right to receive one share of Class A Common Stock, subject to applicable vesting schedules.

Ibotta CFO Puckett's RSU Withholding Detail and Remaining Ownership

According to the Form 4 filed with the SEC on September 3, 2026, Ibotta, Inc.'s Chief Financial Officer Matthew H. Puckett reported a single non-derivative transaction on September 1, 2026. The transaction involved 33,347 shares of Class A Common Stock disposed of under transaction code F at a price of $37.21 per share. The filing explicitly states this was not a sale: the shares were withheld by the issuer to satisfy its "income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units."

Following the reported transaction, Puckett's direct beneficial ownership stands at 303,479 shares of Class A Common Stock. The filing notes that certain of these securities are RSUs, where "each RSU represents 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." No derivative securities transactions were reported in Table II of the filing. The Form 4 was signed by David T. Shapiro by power of attorney on September 3, 2026.

The filing was made pursuant to Section 16(a) of the Securities Exchange Act of 1934. No amendment date was indicated, meaning this is an original filing. Puckett's address of record is listed as 1400 16th Street, Suite 600, Denver, Colorado 80202.

What Was Disclosed

Ibotta's CFO reported a tax-related share withholding of 33,347 shares at $37.21 each upon RSU vesting, leaving direct beneficial ownership of 303,479 shares, some of which remain as unvested RSUs, according to the September 3, 2026 filing.