Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Interactive Brokers Group, Inc.IBKR · Entity 279 | Director | October 01, 2026 | October 05, 2026 |
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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 2,584 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Purchase · Acquired 25 · Balance 2,584 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. |
Filing footnotes · ownership attribution and instrument terms
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.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $85.42 | $2,135.50 |
DisclosureSEC source: 0001381197-26-000151 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,584 F1 · balance_after: 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. Read SEC document |
| September 01, 2026 Filed Sep 2, 2026 20:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $94.53 | $2,363.25 |
DisclosureSEC source: 0001381197-26-000149 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,559 F1 · balance_after: 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. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 20:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $87.03 | $2,175.75 |
DisclosureSEC source: 0001381197-26-000140 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,534 F1 · balance_after: 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. Read SEC document |
| July 01, 2026 Filed Jul 1, 2026 20:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $88.03 | $2,200.75 |
DisclosureSEC source: 0001381197-26-000113 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,509 F1 · balance_after: 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. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 20:09 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $86.10 | $2,152.50 |
DisclosureSEC source: 0001381197-26-000111 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,484 F1 · balance_after: 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. Read SEC document |
| May 01, 2026 Filed May 4, 2026 20:41 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $79.64 | $1,991.00 |
DisclosureSEC source: 0001381197-26-000088 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,459 F1 · balance_after: 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. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:05 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $68.38 | $1,709.50 |
DisclosureSEC source: 0001381197-26-000074 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,434 F1 · balance_after: 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. Read SEC document |
| March 02, 2026 Filed Mar 26, 2026 20:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 25 | $69.21 | $1,730.25 |
DisclosureSEC source: 0001381197-26-000068 · ownership.xml · nonDerivative · entry 2 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,409 F1 · balance_after: 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. Read SEC document |
| February 25, 2026 Filed Mar 26, 2026 20:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | PurchaseClass A common stock | 50 | $73.21 | $3,660.50 |
DisclosureSEC source: 0001381197-26-000068 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,384 F1 · balance_after: 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. Read SEC document |
| January 01, 2026 Filed Jan 26, 2026 21:20 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 389 | $64.31 | $25,016.59 |
DisclosureSEC source: 0001381197-26-000044 · ownership.xml · nonDerivative · entry 2 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,334 F3 · shares: The Issuer's Board also increased the annual awards granted to all directors on December 31 of each year, under the Plan, from $25,000 to $50,000. This represents additional restricted stock units granted to the Reporting Person, under the Plan, which vested on January 1, 2026. F4 · price: The price represents the closing price of the Issuer's Class A common stock on December 31, 2025. F2 · 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, 2025 Filed Jan 7, 2026 21:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 389 | $64.31 | $25,016.59 |
DisclosureSEC source: 0001381197-26-000021 · ownership.xml · nonDerivative · entry 2 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,556 F3 · shares: This represents an annual grant of restricted stock units under the Plan for being a member of the issuer's Board of Directors, which vested immediately on 12/31/2025. F4 · price: The price represents the closing price of the issuer's Class A common stock on December 31, 2025. F5 · 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, 2025 Filed Jan 7, 2026 21:01 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001381197-26-000021 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,167 F1 · shares: This represents a grant of restricted stock units under the 2007 Stock Incentive Plan as amended ("Plan") that will vest in five equal installments, beginning December 31, 2026. F1 · price: This represents a grant of restricted stock units under the 2007 Stock Incentive Plan as amended ("Plan") that will vest in five equal installments, beginning December 31, 2026. F2 · balance_after: This amount includes unvested restricted stock units that were awarded under the Plan. Read SEC document |
| December 31, 2025 Filed Jan 26, 2026 21:20 UTC | Interactive Brokers Group, Inc. IBKR · Entity 279 | GrantClass A common stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001381197-26-000044 · ownership.xml · nonDerivative · entry 1 Conkling Lori A · CIK 0002067952 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,945 F1 · shares: On January 22, 2026, Interactive Brokers Group, Inc.'s ("Issuer") Board of Directors ("Board") modified the compensation policy for members of the Board. The Issuer's Board, under the 2007 Stock Incentive Plan as amended ("Plan"), increased the one-time award granted to external directors on December 31 of the year of appointment from $75,000 to $100,000, retroactive to December 31, 2025. This represents additional restricted stock units granted to the Reporting Person, under the Plan, which will vest in five equal installments, beginning December 31, 2026. F1 · price: On January 22, 2026, Interactive Brokers Group, Inc.'s ("Issuer") Board of Directors ("Board") modified the compensation policy for members of the Board. The Issuer's Board, under the 2007 Stock Incentive Plan as amended ("Plan"), increased the one-time award granted to external directors on December 31 of the year of appointment from $75,000 to $100,000, retroactive to December 31, 2025. This represents additional restricted stock units granted to the Reporting Person, under the Plan, which will vest in five equal installments, beginning December 31, 2026. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.