Company: IBTA
Filing Date: 2025-04-11
Form Type: DEF 14A
Source: 0001628280-25-017508
Chunk: 47

Company: Ibotta, Inc.
Filing Date: 2025-04-11
Form: DEF 14A
Chunk 47
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 Under the change in control and severance agreements with Messrs. Patel and Jensen, such named executive officer would experience a qualifying termination in connection with a change in control if, within the Change in Control Period, his employment is terminated either (i) by us (or any of our subsidiaries) without cause and other than by reason of death or disability, or (ii) by him for good reason.

If any of the amounts provided for under these change in control and severance agreements or otherwise payable to our named executive officers would constitute “parachute payments” within the meaning of Section 280G of the Internal Revenue Code (Code) and could be subject to the related excise tax, the named executive officer would be entitled to receive either full payment of benefits under the named executive officer’s change in control or severance agreement or such lesser amount which would result in no portion of the benefits being subject to the excise tax, whichever results in the greater amount of after-tax benefits to the named executive officer. The change in control and severance agreements do not require us to provide any tax gross-up payments.

#### 401(k) Plan
We maintain a tax-qualified 401(k) retirement plan for all U.S. employees. Under our 401(k) plan, employees may elect to defer up to 90% of eligible compensation, subject to applicable annual Code limits, on a pre-tax or after-tax (Roth) basis, through contributions to the 401(k) plan. The 401(k) plan authorizes employer safe harbor contributions. We intend for our 401(k) plan to qualify under Section 401(a) and 501(a) of the Code so that pre-tax contributions by employees to our 401(k) plan and income earned on those contributions are not taxable to employees until distributed from our 401(k) plan and earnings on Roth contributions are not taxable when distributed from the 401(k) plan.

#### Ibotta, Inc.352025 Proxy Statement

#### Outstanding Equity Awards at Fiscal 2024 Year-End
The following table sets forth information concerning outstanding equity awards held by each of our named executive officers as of December 31, 2024.

|                  |     | Option Awards |     |                                                                          |     |                                                                            |     |                              |     |                        |     |                                                Stock Awards |     |                                                                   |     |                                                                                                         |     |                                                                                                                         |
| Name(1)          |     | Grant  Date   |     | Number of Shares of Stock Underlying Un