Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Interactive Brokers Group, Inc.IBKR · Entity 279 | Director | December 31, 2022 | January 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Interactive Brokers Group, Inc.
Report date December 31, 2022 · Filed January 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 1,928 |
Reported balance
After 2022-12-31 transaction · row 1
1 source rowRow 1 · 2022-12-31 · Grant · Acquired 346 · Balance 1,928 F1: This represents an annual grant of restricted stock units under the 2007 Stock Incentive Plan as amended for being a member of the issuer's Board of Directors, which vested immediately on 12/31/2022. F2: The price represents the closing price of the issuer's Class A common stock on December 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: This represents an annual grant of restricted stock units under the 2007 Stock Incentive Plan as amended for being a member of the issuer's Board of Directors, which vested immediately on 12/31/2022.
F2: The price represents the closing price of the issuer's Class A common stock on December 30, 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2022 Filed Jan 6, 2023 16:15 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 346 | $72.35 | $25,033.10 |
DisclosureSEC source: 0001567619-23-000626 · doc1.xml · nonDerivative · entry 1 Katz Gary · CIK 0001694922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,928 F1 · shares: This represents an annual grant of restricted stock units under the 2007 Stock Incentive Plan as amended for being a member of the issuer's Board of Directors, which vested immediately on 12/31/2022. F2 · price: The price represents the closing price of the issuer's Class A common stock on December 30, 2022. Read SEC document |
| December 31, 2021 Filed Jan 6, 2022 17:23 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 315 | $79.42 | $25,017.30 |
DisclosureSEC source: 0001567619-22-000771 · doc1.xml · nonDerivative · entry 1 Katz Gary · CIK 0001694922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,582 F1 · shares: This represents an annual grant of restricted stock units under the 2007 Stock Incentive Plan as amended ("Plan") for being a member of the issuer's Board of Directors, which vested immediately on 12/31/2021. F2 · price: The price represents the closing price of the issuer's Class A common stock on December 31, 2021, the vesting date. F3 · balance_after: This amount includes (a) Class A common stock attributable to vested restricted stock units that were awarded under the Plan and (b) unvested restricted stock units that were awarded under the Plan. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 19:28 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-000585 · doc1.xml · nonDerivative · entry 1 Katz Gary · CIK 0001694922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,267 F1 · shares: This represents a grant of restricted stock under the amended 2007 Stock Incentive Plan, pending stockholder approval, that will vest in five equal installments, beginning December 31, 2018. F1 · price: This represents a grant of restricted stock under the amended 2007 Stock Incentive Plan, pending stockholder approval, that will vest in five equal installments, beginning December 31, 2018. F2 · balance_after: These shares of Class A Common Stock are owned directly by the reporting person and represent the aggregate number of shares of restricted stock from awards granted under the 2007 Stock Incentive Plan since its inception, less vested shares that were withheld for tax purposes, or sold previously. Read SEC document |
| December 31, 2017 Filed Apr 6, 2018 16:54 UTC Amendment | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-017670 · doc1.xml · nonDerivative · entry 1 Katz Gary · CIK 0001694922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,267 F1 · shares: This represents a grant of restricted stock units under the amended 2007 Stock Incentive Plan ("Amended Plan"), pending stockholder approval, that will vest in five equal installments, beginning December 31, 2018. F1 · price: This represents a grant of restricted stock units under the amended 2007 Stock Incentive Plan ("Amended Plan"), pending stockholder approval, that will vest in five equal installments, beginning December 31, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.