Conkling Lori A 4

What Happened

• Lori A. Conkling, a director of Interactive Brokers Group, purchased a total of 75 shares of IBKR common stock in two open‑market transactions: 50 shares on 2026‑02‑25 at $73.21 ($3,660) and 25 shares on 2026‑03‑02 at $69.21 ($1,730). Combined purchase value: $5,390. These were purchases (insider buys), which are often viewed by investors as a positive sign but are routine insider activity.

Key Details

• Transaction dates and prices:
  • 2026‑02‑25: 50 shares @ $73.21 = $3,660 (code P, purchase)
  • 2026‑03‑02: 25 shares @ $69.21 = $1,730 (code P, purchase)
• Total acquired: 75 shares for $5,390.
• Shares owned after transaction: Not specified in the excerpt of the filing provided.
• Footnotes: Filing notes (F1) that the reported amount includes (a) securities acquired by the reporting person, (b) Class A common stock attributable to vested restricted stock units awarded under the 2007 Stock Incentive Plan, and (c) unvested restricted stock units awarded under the Plan.
• Trading plan and timeliness: Purchases were made pursuant to a 10b5‑1 trading plan. The filing was disclosed as delinquent—reported late due to an inadvertent oversight (transactionTimeliness = L).

Context

• These were straightforward open‑market purchases under a prearranged 10b5‑1 plan, meaning trades were executed according to a preset plan rather than timed to specific company news. The late filing is an administrative issue; it does not change the substance of the trades but reduces the immediacy of public disclosure.