IBKR Interactive Brokers (IBKR) Insider Trading, Ownership & Congress Trades
Financial Services · Security brokers, dealers & flotation companies · CIK 0001381197
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
599
13F, latest reported quarter
What the filings say about IBKR
Insiders, 180 days
+$13.0K net bought
1 buyer
Congress, 1 year
No trades
Last one: sale, 2025-10-14
Interactive Brokers insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Interactive Brokers Group, Inc. insiders bought a net $13.0K of stock across 1,236 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 buys), the last on Sep 1, 2026.
- +12.6% median (+13.2% mean) 90-day return after 6 previous buys.
- The trade is 1.0% of the 2,584 shares held after it.
- No other insider bought within 30 days.
- 599 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conkling Lori A bought about $2.1K of IBKR under a 10b5-1 plan on Oct 1, 2026; 599 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 buys), the last on Aug 3, 2026.
- +12.6% median (+13.2% mean) 90-day return after 6 previous buys.
- The trade is 1.0% of the 2,559 shares held after it.
- No other insider bought within 30 days.
- 599 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conkling Lori A bought about $2.4K of IBKR under a 10b5-1 plan on Sep 1, 2026; 599 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 buys), the last on Jul 1, 2026.
- +12.6% median (+13.2% mean) 90-day return after 6 previous buys.
- The trade is 1.0% of the 2,534 shares held after it.
- No other insider bought within 30 days.
- 599 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conkling Lori A bought about $2.2K of IBKR on Aug 3, 2026; 599 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Jun 1, 2026.
- +12.7% median (+17.4% mean) 90-day return after 5 previous buys.
- The trade is 1.0% of the 2,509 shares held after it.
- No other insider bought within 30 days.
- 599 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conkling Lori A bought about $2.2K of IBKR on Jul 1, 2026; 599 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on May 1, 2026.
- +18.3% median (+19.4% mean) 90-day return after 4 previous buys.
- The trade is 1.0% of the 2,484 shares held after it.
- No other insider bought within 30 days.
- 599 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Conkling Lori A bought about $2.2K of IBKR on Jun 1, 2026; 599 funds added in the latest 13F quarter.1,236 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$13.0K over 180 days
+$6.7K over 90 days
more than 75% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
599 funds bought in last quarter
more than 94% of Financial Services
Revenue
+23.4% year over year
more than 65% of Financial Services
Margin
178.6% net margin
more than 96% of Financial Services
Buybacks
no share repurchases reported
Short interest
3.1% of the float short (float per yahoo 2026-10-26) · 3.5 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 5Director Conkling Lori A bought $2.1K under a 10b5-1 plan (Oct 1)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Watch IBKR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+24.4%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns IBKR: institutional holders (13F)
13F holdings, latest reported quarter
33,129,663 sh
$2.9B
28,349,920 sh
$2.5B
19,437,767 sh
$1.7B
11,828,151 sh
$1.0B
10,641,906 sh
$925.5M
Congress trades in IBKR
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-10-14 · disclosed 38 days later
$1,001 - $15,000
Bought 2025-08-13 · disclosed 30 days later
$1,001 - $15,000
Sold 2025-06-24 · disclosed 50 days later
$1,001 - $15,000
Bought 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Sold 2024-11-13 · disclosed 27 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
IBKR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
IBKR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Virtus KAR Small-Mid Cap Core Fund
$67.2M position · as of 2026-06-30
6.2%
Quality Equity Portfolio
$52.2M position · as of 2026-06-30
5.3%
Neuberger Quality Equity Fund
$196.4M position · as of 2026-05-31
4.7%
Fidelity Founders Fund
$9.8M position · as of 2026-07-31
4.6%
Baron Financials ETF
$2.1M position · as of 2026-06-30
4.5%
Baron Focused Growth Fund
$214.2M position · as of 2026-06-30
3.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$19.7M
$42.2M
$3.3M
+334%
+96%
2024
$17.3M
$53.3M
$3.3M
+197%
+66%
2023
$15.4M
$19.8M
$3.2M
+38%
+33%
2022
$14.0M
$8.6M
$3.0M
+20%
+5%
2021
$12.3M
$19.5M
$2.8M
+31%
+29%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $13.0K bought by insiders over 180 days, 599 funds added last quarter. Each figure is a federal filing, dated the day it went public.
IBKR financials
Revenue growth
+23.4%
XBRL, annual
Net margin
178.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.7B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM IBKR
| FY Dec 2025 | $2.4B |
| FY Dec 2024 | $2.0B |
| FY Dec 2023 | $1.6B |
| FY Dec 2022 | $1.5B |
| FY Dec 2021 | $1.6B |
| Jun 2026 | $760.0M |
| Mar 2026 | $699.0M |
| Dec 2025 | $667.0M |
| Sep 2025 | $603.0M |
| Jun 2025 | $578.0M |
| Mar 2025 | $592.0M |
| Dec 2024 | $558.0M |
| Sep 2024 | $507.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+179.4%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM IBKR
| FY Dec 2025 | +178.6% |
| FY Dec 2024 | +172.3% |
| FY Dec 2023 | +180.6% |
| FY Dec 2022 | +122.3% |
| FY Dec 2021 | +104.3% |
| Jun 2026 | +176.1% |
| Mar 2026 | +167.5% |
| Dec 2025 | +180.1% |
| Sep 2025 | +196.7% |
| Jun 2025 | +174.0% |
| Mar 2025 | +162.8% |
| Dec 2024 | +173.7% |
| Sep 2024 | +164.5% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM IBKR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
0.11x
current debt only, 2020-09-30 (69 months older than the period end); equity 2026-06-30
Debt to equity IBKR
| FY Dec 2025 | 0.12x |
| FY Dec 2024 | 0.15x |
| FY Dec 2023 | 0.18x |
| FY Dec 2022 | 0.22x |
| FY Dec 2021 | 0.26x |
| Jun 2026 | 0.11x |
| Mar 2026 | 0.11x |
| Dec 2025 | 0.12x |
| Sep 2025 | 0.12x |
| Jun 2025 | 0.13x |
| Mar 2025 | 0.14x |
| Dec 2024 | 0.15x |
| Sep 2024 | 0.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
25.34x
TTM operating cash flow over current debt only, 2020-09-30 (69 months older than the period end)
Cash flow to debt IBKR
| FY Dec 2025 | 25.18x |
| FY Dec 2024 | 13.89x |
| FY Dec 2023 | 7.24x |
| FY Dec 2022 | 6.32x |
| FY Dec 2021 | 9.39x |
| Jun 2026 | 25.34x |
| Mar 2026 | 26.81x |
| Dec 2025 | 25.18x |
| Sep 2025 | 25.54x |
| Jun 2025 | 24.11x |
| Mar 2025 | 15.33x |
| Dec 2024 | 13.89x |
| Sep 2024 | 14.74x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+91.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity IBKR
| FY Dec 2025 | +90.4% |
| FY Dec 2024 | +86.6% |
| FY Dec 2023 | +87.4% |
| FY Dec 2022 | +70.3% |
| FY Dec 2021 | +75.3% |
| Jun 2026 | +91.3% |
| Mar 2026 | +90.5% |
| Dec 2025 | +90.4% |
| Sep 2025 | +89.2% |
| Jun 2025 | +86.2% |
| Mar 2025 | +86.9% |
| Dec 2024 | +86.6% |
| Sep 2024 | +84.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets IBKR
| FY Dec 2025 | +2.5% |
| FY Dec 2024 | +2.4% |
| FY Dec 2023 | +2.3% |
| FY Dec 2022 | +1.6% |
| FY Dec 2021 | +1.6% |
| Jun 2026 | +2.3% |
| Mar 2026 | +2.4% |
| Dec 2025 | +2.5% |
| Sep 2025 | +2.4% |
| Jun 2025 | +2.4% |
| Mar 2025 | +2.5% |
| Dec 2024 | +2.4% |
| Sep 2024 | +2.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital IBKR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed IBKR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
31.98x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing IBKR
| FY Dec 2025 | 28.97x |
| FY Dec 2024 | 15.07x |
| FY Dec 2023 | 14.70x |
| FY Dec 2022 | 4.82x |
| FY Dec 2021 | 6.11x |
| Jun 2026 | 34.68x |
| Mar 2026 | 28.79x |
| Dec 2025 | 28.97x |
| Sep 2025 | 33.24x |
| Jun 2025 | 29.16x |
| Mar 2025 | 23.00x |
| Dec 2024 | 15.07x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value IBKR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield IBKR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.00x
P/E over trailing EPS growth of 32%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing IBKR
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.14x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.31x |
| FY Dec 2021 | 0.18x |
| Jun 2026 | 1.08x |
| Mar 2026 | 0.98x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | 0.22x |
| Mar 2025 | 1.84x |
| Dec 2024 | 0.14x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $2.4B | $2.0B | $1.6B | $1.5B |
| Net income | $4.4B | $3.4B | $2.8B | $1.8B |
| EPS (diluted) | 2.22 | 1.73 | 1.42 | 3.75 |
| Operating cash flow | $15.8B | $8.7B | $4.5B | $4.0B |
| Cash | $5.0B | $3.6B | $3.8B | $3.4B |
| Dividends paid | $134.0M | $92.0M | $42.0M | $40.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
IBKR Stock Sonar score 6/7 axes
Find similar shapesCompareIBKR ranks highest on institutional and government (94th percentile) and financial health (84th), and lowest on risk and compliance (56th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
IBKR filings, in plain words
Are Interactive Brokers insiders buying or selling IBKR?
In the 180 days to 2026-10-27, Interactive Brokers insiders were net buyers, a net $13.0K across purchases and sales reported on Form 4, by 1 buyer.
Have members of Congress traded IBKR?
Yes, but not in the year to 2026-10-27; the latest on record is a sale by Lisa McClain dated 2025-10-14.
Read the full summary
In the 180 days to 2026-10-27, Interactive Brokers insiders were net buyers of IBKR, a net $13.0K across purchases and sales reported on Form 4 by 1 buyer. Members of Congress have disclosed trades in IBKR, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-10-14. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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