Welcome to our dedicated page for Interactive Brokers Group SEC filings (Ticker: IBKR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Interactive Brokers Group, Inc. (NASDAQ: IBKR) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a Nasdaq Global Select Market issuer and S&P 500 member. Interactive Brokers is an automated global electronic broker whose affiliates provide trade execution and custody of securities, commodities, foreign exchange, and forecast contracts across more than 160 markets worldwide.
Key filing types for IBKR include annual reports on Form 10-K and quarterly reports on Form 10-Q, which describe the firm’s electronic brokerage operations, risk management, and financial condition. Current reports on Form 8-K disclose material events, such as the release of quarterly financial results or capital markets transactions. For example, the company has used Form 8-K to furnish earnings press releases and to report the filing of a prospectus supplement under a shelf registration statement to offer shares of common stock.
Investors can also review registration statements and related exhibits that detail securities offerings, as well as other filings that reflect Interactive Brokers’ status as a Delaware corporation with common stock listed under the symbol IBKR. These documents help explain how the company structures its capital, manages regulatory obligations, and communicates significant developments to the market.
On Stock Titan, AI-powered tools summarize lengthy filings, highlight important sections, and clarify complex language. Real-time updates from the SEC’s EDGAR system ensure that new IBKR filings, including 10-Ks, 10-Qs, 8-Ks, and other relevant forms, appear promptly. Users can also examine insider-related disclosures such as Form 4 filings to understand equity transactions by officers, directors, or significant shareholders. This combination of primary documents and AI-generated insights can help investors and researchers interpret Interactive Brokers’ regulatory reporting more efficiently.
Interactive Brokers Group, Inc. reported strong first-quarter 2026 results with broad-based growth and a higher dividend. GAAP net revenues rose to $1.67 billion and adjusted net revenues to $1.68 billion, up from $1.43 billion and $1.40 billion a year earlier. GAAP diluted EPS increased to $0.59, with adjusted diluted EPS of $0.60, versus $0.48 and $0.47, showing solid earnings expansion.
Pretax income reached $1.29 billion ($1.30 billion adjusted) with a pretax margin of 77%, above last year’s 74% as reported. Commission revenue grew 19% to $613 million on higher stock, futures and options volumes, while net interest income rose 17% to $904 million on larger customer margin loans and credit balances.
Customer metrics were also strong: accounts grew 31% to 4.75 million, customer equity climbed 38% to $789.4 billion, and daily average revenue trades increased 24% to 4.37 million. The Board raised the quarterly dividend from $0.08 to $0.0875 per share, payable June 12, 2026, to shareholders of record on June 1, 2026. A currency diversification strategy reduced comprehensive earnings by $53 million this quarter, but core operating performance remained robust.
Interactive Brokers Group, Inc. director Lori A. Conkling bought 25 shares of Class A common stock in an open-market purchase. She paid $68.38 per share on this transaction. After the purchase, she directly owns 2,434 shares, a total that includes vested and unvested restricted stock units awarded under the company’s 2007 Stock Incentive Plan.
Interactive Brokers Group, Inc. filed Amendment No. 1 to its annual report to correct a clerical error in the audit report date related to internal controls. The independent auditor’s opinion on internal control over financial reporting remains unqualified, concluding controls were effective as of December 31, 2025.
The amendment clarifies that the auditor’s report on the consolidated financial statements is dated February 27, 2026, and includes updated CEO and CFO certifications under the Sarbanes-Oxley Act. As of June 30, 2025, the company’s non‑affiliate equity market value was approximately $23.76 billion, and as of February 23, 2026, there were 445,439,458 Class A shares and 400 Class B shares outstanding.
Interactive Brokers Group, Inc. filed Amendment No. 1 to its annual report to correct a clerical error in the audit report date related to internal controls. The independent auditor’s opinion on internal control over financial reporting remains unqualified, concluding controls were effective as of December 31, 2025.
The amendment clarifies that the auditor’s report on the consolidated financial statements is dated February 27, 2026, and includes updated CEO and CFO certifications under the Sarbanes-Oxley Act. As of June 30, 2025, the company’s non‑affiliate equity market value was approximately $23.76 billion, and as of February 23, 2026, there were 445,439,458 Class A shares and 400 Class B shares outstanding.
The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A reporting 0 shares ( 0% ) of Interactive Brokers Group Inc common stock. The filing states Vanguard reorganized on January 12, 2026, after which certain subsidiaries report beneficial ownership separately; the Schedule shows no sole or shared voting or dispositive power over the securities reported. The form is signed by Ashley Grim, Head of Global Fund Administration, with a signature date of 03/27/2026.
Interactive Brokers Group director Lori A. Conkling reported two open-market purchases of Class A common stock. She bought 50 shares at $73.21 per share on February 25, 2026 and 25 shares at $69.21 per share on March 2, 2026, totaling 75 shares.
After these transactions, she directly owned 2,409 shares. A footnote explains this amount includes shares she acquired plus both vested and unvested restricted stock units granted under the company’s 2007 Stock Incentive Plan.
Interactive Brokers Group, Inc. is asking stockholders to vote at its virtual 2026 Annual Meeting on April 23, 2026. Proposals include electing ten directors, ratifying Deloitte as auditor for 2026, an advisory vote on executive pay, and extending the 2007 Stock Incentive Plan through April 27, 2037.
The company explains it is a Nasdaq “controlled company,” with IBG Holdings LLC, controlled by founder and Chairman Thomas Peterffy, expected to hold about 73.7% of voting power via Class B shares. Executive pay is heavily equity-based, with stock awards vesting over several years and subject to post-employment non-compete conditions. For 2025, CEO Milan Galik’s total compensation was $19,669,486 and the CEO-to-median employee pay ratio was 177 to 1.
Interactive Brokers Group, Inc. files its annual report for the year ended December 31, 2025, outlining its role as a large, technology-driven global broker serving about 4.4 million institutional and individual accounts in over 200 countries via automated, low-cost trading platforms.
The company details its 2025 four-for-one stock split, expanded authorized share counts, and notes that it now owns 26.3% of IBG LLC, with the remainder held by IBG Holdings. It reports 3,182 employees worldwide and aggregate excess regulatory capital of $14.1 billion across regulated subsidiaries, emphasizing strong capitalization and extensive global regulatory oversight.
The filing highlights its August 2025 inclusion in the S&P 500 Index, which has increased index-fund and ETF ownership and liquidity in its shares. It also describes a wide product set including equities, options, futures, forex, bonds, mutual funds, ETFs, cryptocurrencies and forecast contracts, along with extensive risk management, margin controls, and system automation. A comprehensive risk section addresses macroeconomic, regulatory, technology, cybersecurity, cryptocurrency and structural risks tied to its ownership and governance model.
Interactive Brokers Group, Inc. director and Vice Chairman Earl H. Nemser reported indirect sales of Class A common stock through EN Holdings LLC on January 26–27, 2026, totaling 155,000 shares across multiple transactions.
On January 26, EN Holdings LLC sold 60,882 shares at a weighted average price of $75.83, 30,817 shares at $76.72, and 3,101 shares at $77.98. On January 27, it sold 39,731 shares at $75.07 and 20,469 shares at $75.75. The prices are weighted averages for trades executed within disclosed intraday ranges.
Following these indirect sales, EN Holdings LLC no longer held the reported Class A shares, while Nemser also had 451,830 Class A shares reported as directly beneficially owned, a figure that includes vested and unvested restricted stock units granted under the company’s amended 2007 Stock Incentive Plan.
Earl H. Nemser, Vice Chairman and director of Interactive Brokers Group, Inc., reported indirect sales of Class A common stock through EN Holdings LLC. On January 22, 2026, EN Holdings LLC sold 100,000 shares at a weighted average price of $76.81 per share. On January 23, 2026, it sold an additional 84,935 shares at a weighted average of $77.65 and 60,065 shares at a weighted average of $78.14.
Following these transactions, EN Holdings LLC held 155,000 IBKR Class A shares indirectly for Nemser and his affiliates, while Nemser also reported 451,830 Class A shares held directly. The direct amount includes both vested and unvested restricted stock units granted under the company’s amended 2007 Stock Incentive Plan.