James H Clark

Clark Jermoluk Founders Fund I LLC sells 500,000 shares (3.34M post) of IBTA at $30.15; 5 of 5 prior IBTA sells well-timed with -23.5% to -45.8% 90d returns.

Clark Jermoluk Founders Fund I LLC, a 10% owner, sold 500,000 shares of Ibotta at $30.15 on 2026-07-06, reducing holdings from 3,841,308 to 3,341,308 shares (-13.0%). This sale is noteworthy because the insider's prior five trades at IBTA were exclusively sells, all of which proved well-timed at the 90-day mark, with post-transaction returns ranging from -23.5% to -45.8%. Against current backdrop—the stock trading at $31.19, down 24.2% from its 52-week high of $41.14 and with IBTA posting negative fundamentals (net income of -$10,322,000, annual revenue decline of -6.8%, and P/E of 239.92)—the pattern of a 10% holder executing yet another sale after a track record of five prior well-timed exits at this ticker warrants attention. The consistent timing success across IBTA positions and the continued downward pressure on valuation metrics suggest the insider's sell discipline has tracked deterioration in the business rather than executed opportunistic profit-taking.

Clark Jermoluk Founders Fund I sold 2,002,380 shares (99.4% of holdings) for $70,091,179.62 at IBTA on 2025-06-26.

A 10% owner divested nearly complete holdings through 4 separate sales totaling 2,002,380 shares for $70,091,179.62, reducing stake from 2,013,743 shares to 11,363 shares. The blended average sale price of $35.00 significantly exceeds the current price of $36.60, though the stock has declined -26.8% over 30 days and -52.4% from its 52-week high of $76.89. At the same ticker, this filer's prior 5 trades (all sells in late May and early June) show measurable 30-day returns of -26.3% and -27.0%, indicating the recent sell pattern occurred amid downward momentum. The company's fundamentals show positive trajectory (revenue growth +14.8%, P/E 12.84), but the near-complete exit by a founder-aligned fund represents a structural shift in insider positioning during a period of significant price deterioration.

Ibotta founder Clark Jermoluk sells 29,397 shares across 3 transactions totaling $1,469,739.64 at avg $50.00

Clark Jermoluk's Founders Fund I LLC executed 3 separate sales on 2025-06-03 and 2025-06-04, disposing of 29,397 shares (5.5% of pre-transaction holdings of 534,638 shares) for $1,469,739.64 at a blended average price of $50.00. The transactions occurred when the stock was trading near its 52-week range midpoint, with current price at $48.16 now down 50.4% from the 52-week high of $97.13. The insider's cross-ticker track record shows 0% win rate on prior sells (average 90-day return after sales was positive, indicating the stock went up after he sold), though this ticker-specific history cannot yet be measured given the sales are recent. The sales follow two other Ibota sales just days prior on 2025-05-28 and 2025-05-29, suggesting a pattern of liquidation activity by the founder over a concentrated period rather than an isolated transaction.

Ibotta founder Clark Jermoluk Founders Fund I LLC sells 23,543 shares for $1.2M; stock down 53.1% from 52-week high.

Clark Jermoluk Founders Fund I LLC executed 3 separate sales totaling 23,543 shares for $1,180,392.32 on 2025-05-28 and 2025-05-29, at a blended average price of $50.14, reducing holdings by 4.1% to 544,638 shares post-transaction. The stock currently trades at $49.99, down 53.1% from its 52-week high of $106.59, though it has gained 49.7% over the past 90 days and 2.4% over 30 days. The company reports revenue of $84.6M and net income of $555.0K in its latest quarter, with annual revenue growth of 14.8% and a P/E of 17.54. This sale occurs as the stock recovers from depressed levels but remains far below recent highs, and the insider retained a substantial stake of 544,638 shares post-transaction.