Interactive Brokers issues 2.5M shares to Holdings in exchange for IBG LLC interests; no cash proceeds

Filed July 31, 2026 · ~2 min read

Key Changes

• high

  Interactive Brokers is issuing 2,499,567 shares to Holdings in exchange for an equal number of IBG LLC membership interests. The company receives no cash proceeds from this transaction—it is an internal reorganization, not a capital raise.

  Use of Proceeds verify on EDGAR →
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  Founder Thomas Peterffy controls 73.5% of voting power (73.4% post-offering) through his 91.6% economic interest in Holdings, which owns all Class B shares. He can elect all directors and block any change of control.

  Risk Factors verify on EDGAR →
• high

  The company may issue up to 1,250.7 million additional shares (nearly 3x the current 450.6 million outstanding) to finance future purchases of IBG LLC interests from Holdings members. These offerings are anticipated at least annually.

  Risk Factors verify on EDGAR →