IBKR CFO reports 82,920-share tax withholding

Interactive Brokers Group, Inc. Chief Financial Officer Paul Jonathan Brody reported a tax-related share disposition involving 82,920 shares of Class A common stock.

Rhea-AI Filing Summary

Interactive Brokers Group, Inc. Chief Financial Officer Paul Jonathan Brody reported a tax-related share disposition involving 82,920 shares of Class A common stock. The shares were withheld on May 8, 2026 to cover tax obligations tied to vesting restricted stock units, using a reference price of $84.42 per share, the closing price on the vesting date.

These shares were not sold in an open-market transaction but delivered to satisfy tax liability associated with equity compensation under the company’s amended 2007 Stock Incentive Plan. Following this disposition, Brody directly holds 2,856,806 shares of Class A common stock, including both vested and unvested restricted stock units awarded under the plan.

Insider Trade Summary

Exercise Price or Tax Liability: 82,920 shares

Exercise Price or Tax Liability 1 txn

Insider Brody Paul Jonathan

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A common stock	82,920	$84.42	$7.00M

Holdings After Transaction: Class A common stock — 2,856,806 shares (Direct)

Footnotes (2)

1. F1. The price represents the closing price of the issuer's Class A common stock as of May 8, 2026, the vesting date.
2. F2. This amount includes (a) Class A common stock attributable to vested restricted stock units that were awarded under the amended 2007 Stock Incentive Plan ("Plan") and (b) unvested restricted stock units that were awarded under the Plan.

Key Figures

Tax-withheld shares: 82,920 shares Reference share price: $84.42 per share Shares held after transaction: 2,856,806 shares +1 more

4 metrics

Tax-withheld shares 82,920 shares Class A common stock delivered for tax liability on May 8, 2026

Reference share price $84.42 per share Closing price of Class A common stock on May 8, 2026 vesting date

Shares held after transaction 2,856,806 shares Direct Class A holdings including vested and unvested RSUs

Tax-withholding transactions 1 transaction, 82,920 shares Aggregate tax-withholding activity reported in this Form 4

Key Terms

restricted stock units, amended 2007 Stock Incentive Plan, tax-withholding disposition, Class A common stock

4 terms

restricted stock units financial

"attributable to vested restricted stock units that were awarded under the amended 2007 Stock Incentive Plan"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

amended 2007 Stock Incentive Plan financial

"awarded under the amended 2007 Stock Incentive Plan ("Plan")"

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Class A common stock financial

"security_title": "Class A common stock""

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did IBKR CFO Paul Jonathan Brody report?

Paul Jonathan Brody reported a tax-withholding disposition of 82,920 IBKR Class A shares. The shares were delivered to cover tax liabilities arising from vesting restricted stock units, rather than sold on the open market, and relate to compensation under the amended 2007 Stock Incentive Plan.

Was the IBKR CFO’s Form 4 transaction an open-market sale of shares?

No, the IBKR CFO’s Form 4 does not report an open-market sale. It shows 82,920 Class A shares were withheld and delivered to satisfy tax obligations upon vesting of restricted stock units, using the stock’s closing price on May 8, 2026 as the reference value.

At what price were the 82,920 IBKR shares valued for the tax withholding?

The 82,920 IBKR shares were valued at $84.42 per share. This price represents the closing market price of Interactive Brokers Group’s Class A common stock on May 8, 2026, which was the vesting date for the restricted stock units that triggered the tax obligation.

How many IBKR shares does the CFO hold after this Form 4 transaction?

After the reported tax-withholding disposition, the CFO holds 2,856,806 IBKR Class A shares. This total includes shares attributable to vested restricted stock units and unvested restricted stock units, all awarded under Interactive Brokers Group’s amended 2007 Stock Incentive Plan.

What is the role of restricted stock units in the IBKR CFO’s reported holdings?

The CFO’s reported holdings include shares tied to restricted stock units (RSUs). Footnote disclosure states his 2,856,806-share position includes Class A shares from vested RSUs and unvested RSUs granted under the company’s amended 2007 Stock Incentive Plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/28/2026 - 04:01 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Brody Paul Jonathan

(Last) (First) (Middle)

ONE PICKWICK PLAZA

(Street)

GREENWICH CONNECTICUT 06830

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Interactive Brokers Group, Inc. [ IBKR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/08/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A common stock	05/08/2026	05/26/2026	F		82,920	D	$84.42(1)	2,856,806(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The price represents the closing price of the issuer's Class A common stock as of May 8, 2026, the vesting date.

2. This amount includes (a) Class A common stock attributable to vested restricted stock units that were awarded under the amended 2007 Stock Incentive Plan ("Plan") and (b) unvested restricted stock units that were awarded under the Plan.

	/s/ Raymond Bussiere as authorized signatory for Paul J Brody	05/28/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)