IBTA Ibotta, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 22, 2026 Processed 23d 13h ago SEC 0001628280-26-037740
8-K context-dependent: Items 5.02
Latest settled — T+5d
IBTA ▲ +7.96% at T+5d
NEUTRAL call ✓ call won +7.96% · α vs SPY +6.75% · entry $32.17 → $34.73
Next anchor: T+20d in 8d
Last close $31.38 (close Jun 12) · -2.46% from $32.17 entry
Entry anchored
May 22, 2026
via day open
T+1d
+5.38%
call +5.38% · α +5.36%
$33.90
settled 20d ago
T+5d
+7.96%
call +7.96% · α +6.75%
$34.73
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Ibotta filed an 8-K for two routine items: (1) Jared Chomko was appointed Principal Accounting Officer, a role he had previously held, with no compensation change; (2) results of the 2026 annual meeting where shareholders elected directors, approved executive compensation on an advisory basis, and ratified KPMG as auditor. No material financial data or strategic updates were provided.

Actionable Insight

Monitor next earnings release (expected in August 2026) for any updates on revenue trends or guidance. This filing contains no actionable trading signal — the principal accounting officer transition is an internal re-assignment with no change to financial reporting practices.

Key Facts

  • Jared Chomko appointed Principal Accounting Officer effective May 19, 2026; no change in compensation.
  • CFO Matt Puckett steps down as Interim Principal Accounting Officer.
  • Shareholders elected Amit Doshi and Larry Sonsini as Class II directors.
  • Advisory vote on executive compensation passed (65.6M for, 190.9K against).
  • Shareholders approved annual frequency for say-on-pay votes.
  • KPMG ratified as independent auditor for FY2026 (69.3M for, 41.9K against).

Financial Impact

No financial impact disclosed; routine governance filings.

Risk Factors

  • No immediate risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Services-Advertising
Analyst Consensus
7% bullish (14 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-037740
Document: 0001628280-26-037740-index-headers.html0001628280-26-037740
Document: 0001628280-26-037740-index.html0001628280-26-037740
Document: 0001628280-26-037740.txt0001628280-26-037740
6 reports for IBTA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for IBTA — sortable, filterable
Type Now
Jun 10, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$31.77 awaiting T+5awaiting T+5$31.38 (−1.23%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 3/10
$32.17 $34.73▲ +7.96%▲ +6.75%$31.38 (−2.46%)
May 6, 2026
5w ago
8-K
MIXED ★ 5/10
$36.78 $32.31▼ −12.15%▼ −13.66%$31.38 (−14.68%)
Mar 12, 2026
13w ago
8-K
NEUTRAL ★ 4/10
$23.06 $27.69▲ +20.08%▲ +21.06%$31.38 (+36.08%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 6/10
$24.94 $23.42▼ −6.09%▼ −4.89%$31.38 (+25.82%)
Feb 25, 2026
15w ago
8-K
BEARISH ★ 6/10
$26.35 $23.89▲ +9.34%▲ +8.21%$31.38 (−19.09%)
Showing 6 of 6

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