Interactive Brokers (IBKR) director adds 25 shares under Rule 10b5-1 trading plan

Rhea-AI Filing Summary

Interactive Brokers Group, Inc. director Lori A. Conkling purchased 25 shares of Class A common stock on August 3, 2026 at $87.03 per share in a transaction reported as a purchase in the open market or a private transaction under a Rule 10b5-1 trading plan. Following this trade, her reported equity position is 2,534 shares, including securities acquired, Class A common stock attributable to vested restricted stock units, and unvested restricted stock units awarded under the 2007 Stock Incentive Plan.

Insider Trade Summary 10b5-1

Net Buyer: 25 shares

Net Buy 1 txn

Insider Conkling Lori A

Role Director

Bought 25 shs ($2K)

Type	Security	Shares	Price	Value
Purchase	Class A common stock F1	25	$87.03	$2K

Holdings After Transaction: Class A common stock — 2,534 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.

Key Figures

Shares purchased: 25 shares Purchase price: $87.03 per share Reported equity position after transaction: 2,534 shares +1 more

4 metrics

Shares purchased 25 shares Class A common stock purchased by Lori A. Conkling on August 3, 2026

Purchase price $87.03 per share Price per share for the Class A common stock purchase on August 3, 2026

Reported equity position after transaction 2,534 shares Total reported holdings including acquired shares, vested RSUs, and unvested RSUs after the transaction

Net shares bought in filing 25 shares Net share change across all reported transactions in this Form 4

Key Terms

Rule 10b5-1 trading plan, restricted stock units, 2007 Stock Incentive Plan, Class A common stock

4 terms

Rule 10b5-1 trading plan regulatory

"transactions were effected 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 that were awarded"

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

"restricted stock units that were awarded under the 2007 Stock Incentive Plan as amended"

Class A common stock financial

"security title is listed as Class A common stock for the transaction"

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.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/04/2026 - 04:01 PM Accepted by SEC EDGAR 08/04/2026 - 04:01 PM Learn about SEC filing dates

FAQ

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

Lori A. Conkling reported buying 25 shares of Interactive Brokers Group Class A common stock on August 3, 2026 at $87.03 per share. The transaction was coded as a purchase in the open market or a private transaction.

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

After the reported trade, Lori A. Conkling’s total reported equity position is 2,534 shares. This amount includes acquired shares, Class A common stock attributable to vested restricted stock units, and unvested restricted stock units awarded under the 2007 Stock Incentive Plan.

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

Yes. The filing affirms that the reported purchase was made under a Rule 10b5-1 trading plan. Such plans are pre-arranged trading programs that can reduce the significance of trade timing as an indicator of insider sentiment.

What price did Lori A. Conkling pay for IBKR Class A common stock?

She purchased the shares at $87.03 per share of Interactive Brokers Group Class A common stock on August 3, 2026. The Form 4 describes the transaction as a purchase in the open market or a private transaction, coded with transaction code P.

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

The footnote explains that the 2,534-share amount includes securities acquired by the reporting person, Class A common stock attributable to vested restricted stock units, and unvested restricted stock units, all awarded under the 2007 Stock Incentive Plan.

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).

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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

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	08/03/2026		P		25	A	$87.03	2,534(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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount 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 Conkling	08/04/2026
	** 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)