Sunit S. Patel

CFO · Ibotta, Inc.

Rank #3,710 SEC EDGAR (United States) ↗ Files from United States

Details

Officer and board memberBusiness & Professional ServicesIBTASEC CIK 0001233367

Computed from SEC EDGAR filings and closing prices — not copied from any wealth ranking. Dataset . How we calculate this.

Disclosed holdings
$23.3M
1-day change
▲ 2.46%
Positions on file
3
issuers disclosed in Forms 3/4/5 and Schedules 13D/G

Disclosed holdings over time 53 weekly points

What the 3 currently disclosed positions would have been worth at each week’s closing price. A rising line means the shares got more valuable, not that this person bought more.

How the line is built

Share counts are as last reported to the SEC and held constant; only prices move.

2025-09-05$13.7M – $23.6M2026-09-04

Insider activity Apr 22, 2024 – Feb 19, 2026

Sunit S. Patel is recorded in filings to the U.S. SEC via EDGAR as officer and board member, and reported 10 transactions between Apr 22, 2024 and Feb 19, 2026. The buy and sell totals below count only codes P, S.

Why the other codes are excluded

Share awards (A), shares withheld to pay tax (F), option exercises (M) and gifts (G) also appear in the table, but they are consequences of a pay package or a private transfer, not a decision to buy or sell on the open market. Counting them would turn this into a compensation ranking.

Open-market buys (code P)
$900.0K
1 purchase on file priced rows only
Open-market sales (code S)
$4.1K
1 sale on file priced rows only
All reported transactions
10
every code, including awards and exercises
Pattern
Bought and sold in similar amounts
last 12 months of the window

Events from filings

Detected automatically in the filings linked below. Each headline is built from the numbers in those filings, not written by a model. Newest first; events older than 45 days stay listed and are marked as older.

7 insiders bought BKV Corp (BKV) shares worth $1,553,400 on Sep 27, 2024

Cluster buying

7 different insiders made 8 open-market purchases of this company’s shares within a short window. Each row below is one reported trade.

7 insiders bought BKV Corp (BKV) shares worth $1,553,400 on Sep 27, 2024
Date Insider Transaction Shares Price Value Filing
Sep 27, 2024 Sunit S. Patel P Open-market purchase 50,000 held after: 50,000 $18.00 $900,000 SEC filing ↗
Sep 27, 2024 Christopher P Kalnin P Open-market purchase 2,500 held after: 1,483,054 $18.00 $45,000 SEC filing ↗
Sep 27, 2024 Bradley A Birkelo P Open-market purchase 500 held after: 134,620 $18.00 $9,000 SEC filing ↗
Sep 27, 2024 David Tameron P Open-market purchase 300 held after: 300 $18.00 $5,400 SEC filing ↗
Sep 27, 2024 David Tameron P Open-market purchase 1,500 held after: 21,068 $18.00 $27,000 SEC filing ↗
Sep 27, 2024 John T Jimenez P Open-market purchase 16,500 held after: 273,274 $18.00 $297,000 SEC filing ↗
Sep 27, 2024 Joseph R Davis P Open-market purchase 10,000 held after: 33,000 $18.00 $180,000 SEC filing ↗
Sep 27, 2024 Ethan Ngo P Open-market purchase 5,000 held after: 287,515 $18.00 $90,000 SEC filing ↗

Total of the rows above: $1,553,400, in the currency the filings report.

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Reported transactions

Price 0.00 is a real reported figure on gifts (G) and share awards (A) — not a missing number. The 13 most recent rows are grouped into 12 lines by date, company and transaction type — open a line to see every lot with its own source link.

How to read this list

Every row is one line of one Form 4 or Form 5, with the filing it came from. Where the record carries no price at all we leave the cell empty instead of guessing one.

The shares and money on a grouped line add up only the lots listed inside that line, and only when every one of them carries the figure. Where a group mixes more than one reporting currency we leave the money blank rather than convert — no source publishes the rate that conversion would need.

  1. BKV Corp BKV A Grant or awardnot a buy/sell decisionreported at zero 7,128 shares $0 at $0.00 SEC filing ↗
  2. CROWN CASTLE INC. CCI F Shares withheld for taxesnot a buy/sell decision 3,797 shares $328.7K at $86.57 SEC filing ↗
  3. CROWN CASTLE INC. CCI M Option exercise or conversionnot a buy/sell decisionreported at zero 9,649 shares $0 at $0.00 SEC filing ↗
  4. CROWN CASTLE INC. CCI F Shares withheld for taxesnot a buy/sell decision 1,447 shares $126.5K at $87.43 SEC filing ↗
  5. CROWN CASTLE INC. CCI M Option exercise or conversionnot a buy/sell decisionreported at zero 5,726 shares $0 at $0.00 SEC filing ↗
  6. BKV Corp BKV A Grant or awardnot a buy/sell decisionreported at zero 5,761 shares $0 at $0.00 SEC filing ↗
  7. Ibotta, Inc. IBTA F Shares withheld for taxesnot a buy/sell decision 2,660 shares $90.5K at $34.01 SEC filing ↗
  8. Ibotta, Inc. IBTA A Grant or awardnot a buy/sell decisionreported at zero 96,625 shares $0 at $0.00 SEC filing ↗
  9. Ibotta, Inc. IBTA F Shares withheld for taxesnot a buy/sell decision 6,680 shares $488.6K at $73.14 SEC filing ↗
  10. BKV Corp BKV P Open-market purchase 50,000 shares $900.0K at $18.00 SEC filing ↗
  11. CROWN CASTLE INC. CCI S Open-market sale 42 shares $4.1K at $98.80 SEC filing ↗
  12. Ibotta, Inc. IBTA J Other acquisition or disposition × 2not a buy/sell decisionreported at zero 935,980 shares $0
    The 2 lots that make up this line, each with the source behind it.
    Shares Price Value Filing
    467,990 $0.00reported at zero $0 SEC filing ↗
    467,990 $0.00reported at zero $0 SEC filing ↗

Disclosed holdings

Shares is the amount on the form; value is that amount times the closing price shown. Rows with no closing price are left blank, so they may add up to less than the headline figure.

What is not counted here

Each row is one filing you can open. Private companies, real estate, bonds and crypto are not in SEC insider filings and are therefore not counted here.

Equity positions disclosed to the SEC, with the source filing behind each row.
Issuer Ticker Security Shares Close Value Form Reported Filing
Ibotta, Inc. IBTA Class A Common Stock 555,275 $38.39 $21.3M 4 EDGAR ↗
BKV Corp BKV Common Stock 55,761 $26.06 $1.5M 4 EDGAR ↗
CROWN CASTLE INC. CCI Common Stock, $0.01 Par Value 7,198 $75.83 $545.8K 4 EDGAR ↗

Other insiders at the same companies

People who also file with the SEC at a company where Sunit S. Patel reports shares.

Sharing a filing does not mean they work together day to day — it means both names appear on the same issuer’s insider record.

Sources

The filings linked in the tables above are the sources for every figure on this page.

Think a number here is wrong? Open the linked filing and compare — how to report it.

Profile record last refreshed Sep 8, 2026.