Company: IBTA
Filing Date: 2025-04-11
Form Type: DEF 14A
Source: 0001628280-25-017508
Chunk: 63

Company: Ibotta, Inc.
Filing Date: 2025-04-11
Form: DEF 14A
Chunk 63
---
 can assist investors in evaluating the Company's operational trends, financial performance, and cash-generating capacity. Management believes these non-GAAP measures allow investors to evaluate the Company’s financial performance using some of the same measures as management. Investors are cautioned that there are material limitations associated with the use of non-GAAP financial measures versus their nearest GAAP equivalents. The Company’s definitions may differ from the definitions used by other companies and therefore comparability may be limited. In addition, other companies may not publish these or similar metrics. These non-GAAP measures are not meant to be considered in isolation or as a substitute for the comparable GAAP measures, but are included solely for informational and comparative purposes. Non-GAAP financial measures are subject to limitations and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. In light of these limitations, management also reviews the specific items that are excluded from our non-GAAP measures, as well as trends in these items.

#### Delinquent Section 16(a) Reports
Section 16(a) of the Exchange Act requires that our executive officers and directors, and persons who own more than 10% of our common stock, file reports of ownership and changes of ownership with the SEC. Such directors, executive officers, and 10% shareholders are required by SEC regulation to furnish us with copies of all Section 16(a) forms they file.

#### Ibotta, Inc.452025 Proxy Statement
SEC regulations require us to identify in this proxy statement anyone who filed a required report late during the most recent fiscal year. Based solely on our review of copies of such forms that we have received, or written representations from reporting persons, we believe that during the fiscal year ended December 31, 2024, our executive officers, directors, and greater than 10% shareholders complied with the applicable SEC filing requirements, except that one Form 3 was filed late by Mr. Sonsini with respect to one transaction due to an inadvertent oversight of one of Mr. Sonsini’s indirect holdings, and one Form 3 was filed late by Walmart with respect to one transaction. In addition, Form 4 reports were filed late for Mr. Lehrman with respect to one transaction and Mr. El Tabib with respect to five transactions, each due to a technical issue where the Company’s broker did not timely notify the Company of the trades. Late Form 4s were filed for Mr. Sonsini with respect to one transaction due to an inadvertent oversight of one of Mr. Sonsini’s