Interactive Brokers (IBKR) CEO sees 255K shares withheld for RSU taxes

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Interactive Brokers Group, Inc. Chief Executive Officer Milan Galik reported a tax-related share disposition tied to equity compensation. On May 8, 2026, 255,039 shares of Class A common stock were withheld to satisfy tax obligations, using the stock’s $84.42 closing price as the reference value.

Following this tax-withholding disposition, Galik’s directly held position increased to a reported 3,215,389 shares, which the disclosure notes includes shares attributable to vested restricted stock units and unvested restricted stock units awarded under the amended 2007 Stock Incentive Plan. The transaction reflects share withholding for taxes rather than an open-market sale.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Galik Milan

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A common stock	255,039	$84.42	$21.53M

Holdings After Transaction: Class A common stock — 3,215,389 shares (Direct, null)

Footnotes (1)

The price represents the closing price of the issuer's Class A common stock as of May 8, 2026, the vesting date. 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: 255,039 shares Reference share price: $84.42 per share Post-transaction holdings: 3,215,389 shares +1 more

4 metrics

Tax-withheld shares 255,039 shares Class A common stock withheld for tax obligations on May 8, 2026

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

Post-transaction holdings 3,215,389 shares Class A common stock directly held after transaction, including RSU-related shares

Tax-withholding share count (summary) 255,039 shares TaxWithholdingShares reported in transaction summary

Key Terms

restricted stock units, amended 2007 Stock Incentive Plan, tax-withholding disposition, closing price

4 terms

restricted stock units financial

"This amount includes (a) 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.

amended 2007 Stock Incentive Plan financial

"...restricted stock units that were awarded under the amended 2007 Stock Incentive Plan ("Plan")..."

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for the Form 4 transaction"

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.

closing price financial

"The price represents the closing price of the issuer's Class A common stock..."

Form 4 Insider Transactions: What Each Field Means →

05/28/2026 - 04:01 PM

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^*

Galik Milan

(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 Executive 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A common stock	05/08/2026	05/26/2026	F		255,039	D	$84.42⁽¹⁾	3,215,389⁽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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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 Milan Galik	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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did IBKR CEO Milan Galik report on May 8, 2026?

Milan Galik reported a tax-withholding disposition of 255,039 shares of Interactive Brokers Class A common stock on May 8, 2026. The shares were withheld to cover tax liabilities tied to vested restricted stock units.

Was the May 2026 IBKR CEO Form 4 an open-market stock sale?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Shares were delivered to satisfy tax obligations related to vested restricted stock units under the company’s stock incentive plan.

How many IBKR shares were withheld for Milan Galik’s taxes and at what price?

A total of 255,039 Class A shares were withheld for Milan Galik’s tax obligations, using the issuer’s May 8, 2026 closing price of $84.42 per share as the valuation reference.

How many Interactive Brokers shares does Milan Galik hold after this Form 4 transaction?

After the tax-withholding disposition, Milan Galik is reported as directly holding 3,215,389 Class A shares. This figure includes shares attributable to vested and unvested restricted stock units awarded under the amended 2007 Stock Incentive Plan.

What role do restricted stock units play in Milan Galik’s IBKR holdings?

Galik’s reported holdings include Class A common stock attributable to vested and unvested restricted stock units granted under Interactive Brokers’ amended 2007 Stock Incentive Plan, indicating that a meaningful portion of his position is tied to equity-based compensation awards.