STOCK TITAN

Interactive Brokers director buys 25 shares

IBKR director Lori A. Conkling bought additional Class A shares under a Rule 10b5-1 trading plan, bringing her reported direct and RSU-related holdings to 2,559 shares.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Interactive Brokers Group, Inc. (IBKR) director Lori A. Conkling reported purchasing 25 shares of Class A common stock on September 1, 2026 in an open-market or private transaction at $94.53 per share.

After this trade, she reports 2,559 shares held directly, which include the newly acquired shares, Class A common stock attributable to vested restricted stock units, and unvested restricted stock units awarded under the company’s 2007 Stock Incentive Plan. The transaction is affirmed as made under a Rule 10b5-1 trading plan.

Positive

  • None.

Negative

  • None.
Insider Conkling Lori A
Role Director
Bought 25 shs ($2K)
Type Security Shares Price Value
Purchase Class A common stock F1 25 $94.53 $2K
Holdings After Transaction: Class A common stock — 2,559 shares (Direct)
Footnotes (1)
  1. F1. This amount includes (a) securities acquired by the Reporting Person; (b) Class A common stock attributable to vested restricted stock units that were awarded under the 2007 Stock Incentive Plan as amended ("Plan"); and (c) unvested restricted stock units that were awarded under the Plan.
Shares purchased 25 shares Class A common stock bought on September 1, 2026
Purchase price per share $94.53 per share Open-market or private transaction on September 1, 2026
Shares owned after transaction 2,559 shares Direct holdings including acquired shares, vested and unvested RSUs
Net shares bought 25 shares Net change from this Form 4 transaction
Rule 10b5-1 trading plan regulatory
"The transaction is affirmed as made under a Rule 10b5-1 trading plan"
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
restricted stock units financial
"Class A common stock attributable to vested restricted stock units"
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.
2007 Stock Incentive Plan financial
"awarded under the 2007 Stock Incentive Plan as amended"

FAQ

What insider transaction did IBKR director Lori A. Conkling report?

Lori A. Conkling reported a purchase of 25 shares of Interactive Brokers Group Class A common stock on September 1, 2026, in an open-market or private transaction at $94.53 per share, made under a Rule 10b5-1 trading plan.

How many IBKR shares does Lori A. Conkling report owning after this transaction?

After the transaction, Lori A. Conkling reports holding 2,559 shares of Interactive Brokers Group Class A common stock directly, including acquired shares, stock attributable to vested RSUs, and unvested RSUs awarded under the 2007 Stock Incentive Plan.

Was the IBKR share purchase by Lori A. Conkling under a Rule 10b5-1 plan?

Yes. The filing affirms that the reported transaction was made under a Rule 10b5-1 trading plan, indicating it was carried out according to a pre-established trading arrangement.

What price did Lori A. Conkling pay per IBKR share in this Form 4 filing?

Lori A. Conkling paid $94.53 per share for the 25 shares of Interactive Brokers Group Class A common stock purchased on September 1, 2026, as reported in the Form 4 filing.

What does the footnote in Lori A. Conkling’s IBKR Form 4 explain about her holdings?

The footnote explains that the 2,559 shares reported after the transaction include (a) securities she acquired, (b) Class A common stock attributable to vested restricted stock units, and (c) unvested restricted stock units awarded under the 2007 Stock Incentive Plan.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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).
X
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*
Conkling Lori A

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A common stock09/01/2026P25A$94.532,559(1)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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This amount includes (a) securities acquired by the Reporting Person; (b) Class A common stock attributable to vested restricted stock units that were awarded under the 2007 Stock Incentive Plan as amended ("Plan"); and (c) unvested restricted stock units that were awarded under the Plan.
/s/ Arthur Frye as authorized signatory for Lori A Conkling09/02/2026
** Signature of Reporting PersonDate
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)