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8-K ·Filed Sep 24, 2026

IBTA

Ibotta, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago SEC0001628280-26-063400
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Routine board refresh with no financial data or guidance changes — no immediate trading catalyst. Monitor for any strategic shifts under Weisman's CPG marketing expertise in future quarters.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
IBTA ▲ +18.39% at T+20d
NEUTRAL call +18.39% · α vs SPY +19.86% · entry $41.06 → $48.61
Next anchor: T+60d in 7w
Entry = T+0 close
Sep 24, 2026
via day close
T+1d
-2.41%
call -2.41% · α -1.67%
$40.07
settled 5w ago
T+5d
+1.34%
call +1.34% · α +1.56%
$41.61
settled 26d ago
T+20d
+18.39%
call +18.39% · α +19.86%
$48.61
settled 5d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Ibotta appointed Tony Weisman, former Dunkin' CMO and Digitas North America CEO, to its Board of Directors effective September 22, 2026, replacing Thomas Lehrman who resigned the same day with no reported disagreement. The board change is a routine governance refresh with no material financial impact.

Key Facts

  • Tony Weisman appointed as Class I director effective September 22, 2026, term expiring at 2028 annual meeting
  • Weisman also appointed to the Audit Committee
  • Thomas Lehrman resigned from the Board and all committees effective September 22, 2026
  • No disagreement between Lehrman and the Company cited for resignation
  • Weisman has over 30 years of CPG marketing and digital transformation experience

Financial Impact

No financial figures disclosed in the filing

Risk Factors

  • No material risks identified from this filing

Investment Themes

Services

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-063400
Document: pressrelease_tonyweisman.htm0001628280-26-063400
Document: 0001628280-26-063400-index-headers.html0001628280-26-063400
Document: 0001628280-26-063400-index.html0001628280-26-063400
Document: 0001628280-26-063400.txt0001628280-26-063400
22 reports for IBTA
Performance horizon
71% Hit rate @ T+1 5 of 7 directional calls Went positive at some point 6 of 7 best @ T+60▲ +28.99%Feb 28, 2026
Filters
Rows
Reports for IBTA — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$48.61awaiting T+1—$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 3/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Sep 25, 2026
4w ago
Insider Cluster
BEARISH ★ 4/10
$40.07 $39.27▲ +2.00%▲ +1.81%$48.68 (−21.49%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$41.06 $40.07▼ −2.41%▼ −1.67%$48.68 (+18.56%)
Sep 14, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$42.05 $41.58▲ +1.12%▲ +0.68%$48.68 (−15.77%)
Sep 10, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$41.14 $42.40▼ −3.06%▼ −3.51%$48.68 (−18.33%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$38.39 $38.38▼ −0.03%▲ +0.52%$48.68 (+26.80%)
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$36.48 $37.71▼ −3.37%▼ −2.96%$48.68 (−33.44%)
Showing 10 of 22

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Report published Sep 24, 2026