Lehrman Thomas D

Ibotta Director Lehrman sells 75.9K shares across 6 transactions for $2.4M, cutting holdings by -69.7%

Director Thomas D. Lehrman filed 6 separate sales totaling 75,907 shares for $2,362,946.52, reducing his position from 108,888 shares pre-transaction to 32,981 shares post-transaction — a -69.7% reduction in holdings. His cross-ticker track record across 20 prior sells shows an avg 90d return of -29.7% and a 90d well-timed rate of 95.00%, indicating a strong historical pattern of selling before subsequent price declines. His 5 prior sells at IBTA specifically, all on 2024-12-12, each produced 90-day returns between -42.7% and -43.8% at the 90-day mark, a consistent outcome at this ticker. The stock is currently -46.8% from its 52-week high, and IBTA reported a quarterly net income of $-10,322,000.00 alongside annual revenue growth of -6.8%, providing the fundamental backdrop against which this substantial director-level reduction occurs.

IBTA Director Lehrman sells 32,383 shares across 6 transactions for $1,048,127.47 at blended avg $32.37, retaining 52,556 shares.

Director Thomas D. Lehrman filed 6 separate sales totaling 32,383 shares for $1,048,127.47 at a blended average price of $32.37, reducing his holdings from 84,939 shares to 52,556 shares. His cross-ticker track record across 20 prior sells shows an avg 90-day return of -29.7% and a 90-day well-timed rate of 95.00%, indicating a strong historical pattern of selling ahead of price declines. His 5 prior sells at IBTA specifically — all on 2024-12-12 — were each well-timed at the 90-day mark, with 90-day returns ranging from -42.7% to -43.8%. The stock is currently trading at $30.81, already down -12.9% over the past 30 days and -50.9% from its 52-week high of $62.74, while Ibotta's latest quarter showed annual revenue growth of -6.8% and net income of $-10,322,000.00.

Director Lehrman Thomas D sold 164,743 shares of Ibotta for $12,117,662.22 across 10 transactions on Dec 11-12

Director Lehrman Thomas D executed 10 separate sales totaling 164,743 shares for $12,117,662.22 on December 11-12, 2024, reducing his holdings by 62.2% from 264,885 to 100,142 shares. The sales occurred at prices ranging from $73.29 to $74.76, with a blended average of $73.55, while the stock currently trades at $73.55, down 33.1% from its 52-week high of $109.90 and down 3.9% over the past 30 days. Prior to this December sale, Lehrman executed five additional open-market sales at IBTA between November 25-29, 2024—establishing a pattern of frequent liquidations spanning three weeks. The timing context shows no measurable 90-day return outcomes yet available for the recent November trades, limiting assessment of whether this liquidation sequence aligns with price-decline anticipation or other factors. This large-scale, multi-tranche disposal by a director warrants investor attention given both its scale relative to remaining holdings and the concentration of sales activity within a short window.

Director Lehrman sold 66,135 shares for $4.7M across 3 transactions (11/27–11/29) at blended $71.12; now holds 112,246 shares.

Director Thomas D Lehrman executed 3 separate sales totaling 66,135 shares for $4,703,231.23 between November 27 and 29, 2024, reducing his holdings by 37.1% from 178,381 to 112,246 shares. The sales occurred at prices ($70.27, $72.05, $73.11) below the current stock price of $75.02, and within the stock's 52-week range of $42.66–$109.90. This follows an unusually active sequence: prior to this Form 4 filing, Lehrman had executed 5 distinct sales at Ibota within a 5-day window (11/22–11/26), none yet measurable for outcome. His cross-ticker track record shows 20 prior sells with an average 90-day return of +33.5%, suggesting his historical sells have been poorly timed (stock rose after), though that cross-ticker pattern does not extend to his Ibota-specific activity. The rapid succession of large sales and substantial position reduction warrant investor scrutiny into whether this reflects broader liquidity, portfolio management, or other material considerations affecting the director's confidence in near-term equity value.

Director Thomas D. Lehrman sells 41,566 shares at $71.03–$72.61 for $2,980,055.74; holds 178,381 post-transaction.

Lehrman executed three separate sales totaling 41,566 shares for $2,980,055.74 at prices ranging from $71.03 to $72.61 over November 25–26, reducing his stake by 18.9%. The sales occurred at a blended average price of $71.69, modestly above the current price of $70.30 but 36.0% below the 52-week high of $109.90. Ibotta's latest quarter shows revenue of $98,621,000.00 and net income of $17,239,000.00. The director retains a substantial position of 178,381 shares post-transaction. His prior same-ticker trades at IBTA have not yet developed measurable outcomes, while his cross-ticker track record shows 20 prior sells with an average 30-day return of +30.2%.

Director Lehrman sells entire 67,506-share IBTA position for $4.6M across 10 transactions at $63.75–$70.63, post-sale holdings zero.

Thomas D Lehrman, a director at Ibotta, Inc., executed 10 separate sales on November 21–22, 2024, totaling 67,506 shares for $4,568,035.39 at prices ranging from $63.75 to $70.63 per share with a blended average of $67.67. This action liquidated his entire stockholding at the company, reducing post-transaction holdings to zero shares. At the current price of $70.43, the stock sits 35.9% below its 52-week high of $109.90, marking a notable retreat from recent peaks. Across his broader open-market history, Lehrman's cross-ticker track record shows 20 prior sells with a 100.00% well-timed rate at the 90-day mark, though his prior trades at Ibotta (5 distinct transactions, all recent) have not yet reached measurable outcome periods and thus do not yet confirm whether this pattern extends to this holding.

Director Thomas D Lehrman sold 73,766 shares of IBTA across 6 trades (Nov 18–20) for $4,784,991.17; holdings cut 52.2% to 67,506 shares.

Director Thomas D Lehrman executed 6 separate sales totaling 73,766 shares for $4,784,991.17 over three trading days, reducing his stake from 141,272 shares to 67,506 shares (a 52.2% reduction). The blended average sale price of $64.87 compares to the current price of $63.44 (marginally higher execution), though the stock is -42.3% from its 52-week high of $109.90 and down 9.8% over the past 30 days. His prior open-market sells across all tickers show a cross-ticker 90-day well-timed rate of 100.00%, yet his five prior sales at IBTA specifically (in September 2024) all posted positive 30-day returns, with none yet measurable at the 90-day mark. The magnitude of this liquidation—nearly a halving of his stated holdings—reflects a material reduction in personal exposure to the company despite the fundamentals showing $98.6M quarterly revenue and $17.2M net income.

Director Lehrman sold 32,477 shares (32.5K) for $1,648,797.29 across 3 transactions; stock now -53.9% from 52-week high.

Thomas D Lehrman, Director at Ibotta, Inc., executed 3 separate sales totaling 32,477 shares for $1,648,797.29 at a blended average price of $50.77 on September 9–10, 2024, reducing his holdings by -12.1% from 268,431 to 235,954 shares. The sales occurred as the stock has declined -35.3% over the past 90 days and currently trades 53.9% below its 52-week high of $109.90, with the company reporting a net loss of $-33,966,000.00 in the latest quarter. Lehrman's cross-ticker historical record shows a 100.00% well-timed rate on 9 prior open-market sales, though measurable 90-day outcomes are not yet available for his 5 recent trades at IBTA specifically. The timing of these sales relative to the deteriorating price action and negative fundamentals warrants attention from investors monitoring insider activity.

Director Thomas D Lehrman sold 36,386 shares of IBTA across 5 transactions on 2024-09-03 to 2024-09-04 for $2,050,223.78, reducing holdings by 20%

Director Lehrman executed 5 separate sales totaling 36,386 shares for $2,050,223.78 at a blended average price of $56.35, reducing his holdings by 20% from 181,955 to 145,569 shares. The sale occurred against a backdrop of significant stock price deterioration: the stock has fallen 51.5% from its 52-week high of $109.90 to the current price of $53.34, and is down 30.0% over the past 90 days. Notably, his prior 4 trades at IBTA—all sells on 2024-04-22—demonstrated a 100% well-timed pattern at the 90-day mark, and this latest sale at substantially higher prices ($56.35 blended vs subsequent $53.34 current) aligns with that historical pattern of favorable execution. The company's financial position shows concerning fundamentals: latest quarterly revenue of $87,926,000.00 is offset by a net loss of $-33,966,000.00. The scale and timing of this director-level reduction warrant investor attention to the underlying business trajectory.