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[Form 3] ITG, Inc./DE/ Initial Statement of Beneficial Ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

ITG, Inc. director and Executive Chairman Michael George Brooks filed an initial ownership report showing large indirect holdings through an affiliated entity. The filing lists 12,234,217 ITG Parent LLC Interests and an equal number of non-economic Class B common shares held by ITG Management Holdings, LLC on his behalf. Each LLC Interest can be exchanged, together with cancellation of a corresponding Class B share, for one Class A common share or, at the election of a majority of disinterested directors, for cash equal to the volume‑weighted average market price of one Class A share.

Positive

  • None.

Negative

  • None.
Insider Brooks Michael George
Role Executive Chairman
Type Security Shares Price Value
holding ITG Parent LLC Interests -- -- --
holding Class B common stock -- -- --
Holdings After Transaction: ITG Parent LLC Interests — 12,234,217 shares (Indirect, See footnote); Class B common stock — 12,234,217 shares (Indirect, See footnote)
Footnotes (1)
  1. The reported securities represent common units of ITG Parent, LLC ("LLC Interests") and an equal number of non-economic voting shares of Class B common stock, each directly held by ITG Management Holdings, LLC ("Management Holdings") on behalf of the Reporting Person. The Reporting Person expressly disclaims beneficial ownership of the securities held by Management Holdings except to the extent of their pecuniary interest therein. Each LLC Interest, upon the cancellation of an equal number of shares of Class B common stock, may be exchanged from time to time, for an equal number of shares of Class A common stock (or, at the election of a majority of the Issuer's disinterested directors, a cash payment equal to a volume-weighted average market price of one share of Class A common stock for each LLC Interest).
Indirect LLC Interests 12,234,217 interests ITG Parent LLC Interests held indirectly on behalf of reporting person
Indirect Class B shares 12,234,217 shares Non-economic voting Class B common stock held with LLC Interests
Exchange ratio 1 LLC Interest : 1 Class A share Each LLC Interest exchangeable into one Class A share upon Class B cancellation
Exercise price $0.0000 per interest Stated exercise price for ITG Parent LLC Interests
Net buy/sell shares 0 shares No net purchases or sales; holdings only on this Form 3
LLC Interests financial
"The reported securities represent common units of ITG Parent, LLC ("LLC Interests") and an equal number of non-economic voting shares"
Class B common stock financial
"LLC Interests and an equal number of non-economic voting shares of Class B common stock, each directly held by ITG Management Holdings, LLC"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
pecuniary interest financial
"The Reporting Person expressly disclaims beneficial ownership of the securities held by Management Holdings except to the extent of their pecuniary interest therein"
volume-weighted average market price financial
"a cash payment equal to a volume-weighted average market price of one share of Class A common stock for each LLC Interest"
Volume-weighted average market price is the average price at which a security trades over a set period, where each trade’s price is given more influence based on how many shares changed hands. Think of it like calculating the average cost of apples in a market but giving more weight to the prices of the biggest purchases; investors use it to judge whether a trade was made at a typical, bargain, or expensive price and to benchmark trading performance.
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FAQ

What does the ITG (ITG) Form 3 filed by Michael George Brooks show?

The Form 3 shows Michael George Brooks’ indirect interest in 12,234,217 ITG Parent LLC Interests and an equal number of Class B voting shares held by ITG Management Holdings, LLC on his behalf, establishing his baseline ownership position in ITG.

How many ITG Parent LLC Interests are reported in the ITG (ITG) Form 3?

The Form 3 reports 12,234,217 ITG Parent LLC Interests held indirectly. An equal number of non‑economic Class B common shares are also held, both through ITG Management Holdings, LLC, on behalf of Michael George Brooks as part of his ownership structure.

Can the ITG Parent LLC Interests reported on the ITG (ITG) Form 3 be exchanged for Class A shares?

Yes. Each ITG Parent LLC Interest may be exchanged for one Class A common share, after cancelling an equal Class B share, or for cash equal to the volume‑weighted average market price of one Class A share, at the election of disinterested directors.

Who directly holds the ITG (ITG) securities reported for Michael George Brooks on Form 3?

The securities are directly held by ITG Management Holdings, LLC. The footnote explains it holds LLC Interests and Class B shares on behalf of Michael George Brooks, who disclaims beneficial ownership except to the extent of his pecuniary interest in those securities.

Does the ITG (ITG) Form 3 report any recent insider buying or selling activity?

No. The Form 3 lists holdings only, with no reported purchases or sales. It establishes Michael George Brooks’ indirect ownership position as of the reporting date, rather than describing new transactions in ITG securities during the reported period.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Brooks Michael George

(Last)(First)(Middle)
2400 E COMMERCIAL BLVD STE 1000

(Street)
FORT LAUDERDALE FLORIDA 33308

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
07/01/2026
3. Issuer Name and Ticker or Trading Symbol
ITG, Inc./DE/ [ ITG ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Executive Chairman
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class B common stock12,234,217ISee footnote(1)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
ITG Parent LLC Interests (2) (2)Class A common stock12,234,217(2)ISee footnote(1)
Explanation of Responses:
1. The reported securities represent common units of ITG Parent, LLC ("LLC Interests") and an equal number of non-economic voting shares of Class B common stock, each directly held by ITG Management Holdings, LLC ("Management Holdings") on behalf of the Reporting Person. The Reporting Person expressly disclaims beneficial ownership of the securities held by Management Holdings except to the extent of their pecuniary interest therein.
2. Each LLC Interest, upon the cancellation of an equal number of shares of Class B common stock, may be exchanged from time to time, for an equal number of shares of Class A common stock (or, at the election of a majority of the Issuer's disinterested directors, a cash payment equal to a volume-weighted average market price of one share of Class A common stock for each LLC Interest).
Remarks:
Exhibit List: Exhibit 24.1 - Power of Attorney
/s/ Christopher H. Mecray, as attorney-in-fact for Michael G. Brooks07/01/2026
** 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 5 (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 3: SEC 1473 (03-26)