STOCK TITAN

Interactive Brokers (NASDAQ: IBKR) director adds 25 shares in open-market buy

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Interactive Brokers Group, Inc. director Lori A. Conkling purchased 25 shares of Class A common stock in an open-market transaction at $88.03 per share. Following this purchase, she directly owns 2,509 shares. This total includes shares from past awards of vested and unvested restricted stock units under the company’s 2007 Stock Incentive Plan.

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Insider Conkling Lori A
Role null
Bought 25 shs ($2K)
Type Security Shares Price Value
Purchase Class A common stock 25 $88.03 $2K
Holdings After Transaction: Class A common stock — 2,509 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares purchased 25 shares Open-market purchase of Class A common stock
Purchase price $88.03 per share Price for the 25 purchased shares
Total direct holdings after transaction 2,509 shares Class A common stock held after purchase
Class A common stock financial
"25 shares of Class A common stock in an open-market 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.
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"
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
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FAQ

What did Interactive Brokers (IBKR) director Lori Conkling do in this Form 4?

Director Lori A. Conkling bought 25 shares of Interactive Brokers Class A common stock. The shares were acquired in an open-market transaction at $88.03 per share, indicating a small, direct increase in her equity position in the company.

At what price were the IBKR shares purchased in Lori Conkling’s Form 4?

The reported purchase price was $88.03 per share for 25 shares of Class A common stock. This reflects the actual open-market transaction price disclosed, not an average or estimated figure, and applies only to this specific purchase reported.

How many Interactive Brokers (IBKR) shares does Lori Conkling hold after this transaction?

After the transaction, Lori Conkling directly holds 2,509 shares of Class A common stock. This amount includes the 25 shares purchased and shares attributable to both vested and unvested restricted stock units awarded under the company’s 2007 Stock Incentive Plan.

What type of insider transaction is reported for IBKR in this Form 4?

The Form 4 reports an open-market purchase of Class A common stock by a company director. The transaction code is “P,” which indicates a standard purchase in the market or a private transaction, rather than an option exercise, gift, or tax-related disposition.

Do restricted stock units affect Lori Conkling’s reported IBKR holdings?

Yes. The filing notes her total 2,509 shares include securities she acquired, Class A shares from vested restricted stock units, and unvested restricted stock units. All of these were awarded under Interactive Brokers’ 2007 Stock Incentive Plan, as amended.
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)
07/01/2026
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 stock07/01/2026P25A$88.032,509(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/ Matthew Kelly as authorized signatory for Lori A Conkling07/01/2026
** 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)