Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the Certificate of Incorporation and Bylaws of its Parent Company, 67464-67467 [2015-27799]
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67464
Federal Register / Vol. 80, No. 211 / Monday, November 2, 2015 / Notices
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–C2–2015–026. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–C2–
2015–026 and should be submitted on
or before November 23, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–27798 Filed 10–30–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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Submission for OMB Review;
Comment Request
Upon Written Request Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
Extension:
13 17
18:55 Oct 30, 2015
Notice is hereby given that pursuant
to the Paperwork Reduction Act of 1995
(‘‘PRA’’) (44 U.S.C. 3501 et seq.), the
Securities and Exchange Commission
(‘‘Commission’’) has submitted to the
Office of Management and Budget
(‘‘OMB’’) a request for approval of
extension of the previously approved
collection of information provided for in
Regulation R, Rule 701 (17 CFR 247.701)
under the Securities Exchange Act of
1934 (15 U.S.C. 78a et seq.).
Regulation R, Rule 701 requires a
broker or dealer (as part of a written
agreement between the bank and the
broker or dealer) to notify the bank if the
broker or dealer makes certain
determinations regarding the financial
status of the customer, a bank
employee’s statutory disqualification
status, and compliance with suitability
or sophistication standards.
The Commission estimates that
brokers or dealers would, on average,
notify 1,000 banks approximately two
times annually about a determination
regarding a customer’s high net worth or
institutional status or suitability or
sophistication standing as well as a
bank employee’s statutory
disqualification status. Based on these
estimates, the Commission anticipates
that Regulation R, Rule 701 would result
in brokers or dealers making
approximately 2,000 notifications to
banks per year. The Commission further
estimates (based on the level of
difficulty and complexity of the
applicable activities) that a broker or
dealer would spend approximately 15
minutes per notice to a bank. Therefore,
the estimated total annual third party
disclosure burden for the requirements
in Regulation R, Rule 701 is 500 1 hours
for brokers or dealers.
An agency may not conduct or
sponsor, and a person is not required to
respond to, a collection of information
unless it displays a currently valid OMB
control number.
The public may view background
documentation for this information
collection at the following Web site:
www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the
Securities and Exchange Commission,
Office of Information and Regulatory
Affairs, Office of Management and
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503
or by sending an email to: Shagufta_
Ahmed@comb.eop.gov; and (ii) Pamela
Dyson, Director/Chief Information
Officer, Securities and Exchange
1 (2000 notices × 15 minutes) = 30,000 minutes/
60 minutes = 500 hours.
CFR 200.30–3(a)(12).
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Commission, c/o Remi Pavlik-Simon,
100 F Street NE., Washington, DC
20549, or by sending an email to PRA_
Mailbox@sec.gov. Comments must be
submitted to OMB within 30 days of
this notice.
Dated: October 27, 2015.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–27801 Filed 10–30–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76282; File No. SR–CBOE–
2015–092]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend the Certificate
of Incorporation and Bylaws of its
Parent Company
October 27, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that, on October
23, 2015, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
certificate of incorporation and bylaws
of its parent Company, CBOE Holdings,
Inc. (‘‘CBOE Holdings’’). The text of the
proposed rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
1 15
2 17
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U.S.C. 78s(b)(1).
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any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
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1. Purpose
CBOE Holdings is proposing to make
certain amendments to its Certificate
and Bylaws.
Proposed Amendments to the Certificate
CBOE Holdings proposes to make
various amendments to its Certificate.
First, CBOE Holdings proposes to
eliminate references that are applicable
only in connection with the CBOE
demutualization and CBOE Holdings
initial public offering (‘‘IPO’’) in 2010.
Currently, the Certificate provides for
the designation, preferences and rights
related to Class A–1 and Class A–2
common stock that had been authorized
by the Board and CBOE Holdings’
stockholders prior to the IPO. No shares
of Class A–1 or Class A–2 common
stock are currently outstanding, nor
would CBOE Holdings be able to issue
such shares at any time in the future as
the current Certificate limits their use to
the conversion of Class A and Class B
common stock, which was issued in
connection with the IPO and has been
retired. Accordingly, CBOE Holdings
proposes to delete obsolete provisions
related to the designation, rights and
preferences of these series of common
stock. The Exchange also proposes to
remove references to the 10%
ownership concentration limitation
applicable before the IPO. This change
would not change the current
ownership concentration limitation,
which is 20%. CBOE Holdings also
proposes other non-substantive changes
to the Certificate include referring to the
‘‘Second’’ Amended and Restated
Certificate of Incorporation, clarifying
that any stockholder votes on the
Bylaws would be in addition to any
votes required by law, and updating
references to the Common Stock, as only
one class of common stock will be
outstanding. The Exchange notes that
the proposed changes will not have any
effect on the rights of a stockholder.3
3 For example, the Exchange notes that the
proposed change in Article Fourth, subparagraph
(c)(x) from ‘‘Voting Common Stock’’ to ‘‘stock of the
Corporation entitled to vote thereon’’ is not
intended to affect the rights of a stockholder or
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Proposed Amendments to the Bylaws
CBOE Holdings also proposes to make
various amendments to its Bylaws. First,
CBOE Holdings proposes to adopt an
Exclusive Forum Provision.
Specifically, CBOE Holdings seeks to
adopt Article 11—Forum for
Adjudication of Disputes. Proposed
Article 11 provides that Delaware would
be the exclusive forum for any
shareholder litigation against the
Company. CBOE Holdings notes that the
proposed adoption of Article 11
alleviates the risk of multi-forum
shareholder litigation in which the same
claims are litigated in different courts,
which can potentially drain corporate
resources, increase the distraction and
hassle of litigation, and risk inconsistent
rulings and judgments. CBOE Holdings
also notes that exclusive forum
provisions have been upheld by the
Delaware Court of Chancery and that
legislative amendments to the General
Corporation Law of the State of
Delaware (‘‘DGCL’’) related to exclusive
forum provisions were recently signed
into law by the Delaware governor and
became effective August 1, 2015.4
Next, CBOE Holdings proposes to
amend various sections in Article 2 to
delete obsolete and/or unnecessary
language, as well as reflect current best
practices among Delaware corporations
in the drafting of their governing
documents, including changes with
respect to the scheduling, notice and
action at meetings and the nomination
of directors. For example, Section 2.2 of
the Bylaws is proposed to be amended
to delete language requiring the annual
meeting of stockholders to be held on
the third Tuesday in May of each year,
as the Exchange does not believe such
requirement is necessary. Additionally,
Section 2.2 is proposed to be amended
to eliminate now outdated language
which provides that such requirement
starts the year immediately following
change which class of shares are entitled to vote to
increase or decrease the number of authorized
shares of Preferred Stock. Specifically, the
Exchange notes that, as is currently the case, for any
proposal to increase or decrease the number of
authorized shares of Preferred Stock, common stock
would continue to vote together with any series of
Preferred Stock that is allowed to vote on such a
proposal pursuant to its terms. The Exchange also
notes that the provisions in Article Sixth of the
Certificate which limit ownership and voting
concentration continue to apply and as such, any
proposal to increase or decrease the number of
authorized shares of Preferred Stock, if any, would
be subject to those limitations.
4 See e.g., Boilermakers Local 154 Retirement
Fund v. Chevron Corporation, 73 A.3d 934 (Del. Ch.
2013). The Chancery Court ruled that boards are
statutorily empowered to adopt such bylaws so long
as the specific corporate articles of organization
permit director amendment of bylaws, which is
generally the case. See also DGCL Section 115.
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the year in which the restructuring of
CBOE is consummated. Section 2.4 of
the Bylaws is proposed to be amended
to add language providing that certain
notice requirements of each meeting of
stockholders apply except as otherwise
provided by the Certificate of
Incorporation or CBOE Holdings
Bylaws. CBOE Holdings also proposes
to add language to Section 2.4 to
explicitly provide that notices of all
meetings shall state the means of remote
communications, if any, by which
stockholders and proxy holders may be
deemed to be present in person and vote
at such meeting. CBOE Holdings notes
that Section 2.1 already contemplates
remote communications.5 Section 2.7 of
the Bylaws is being amended to make
the Bylaw language consistent with
DGCL Section 222 (c) (Notice of
meetings and adjourned meetings).
Section 2.10 is being proposed to be
amended to make certain clarifications
relating to actions at meetings. For
example, CBOE Holdings proposes to
clarify that a majority of the votes
properly cast upon any question other
than an election of directors shall
decide the question, except when a
‘‘different’’ (rather than ‘‘larger’’) vote is
required by the Bylaws, rules or
regulations of any stock exchange
applicable to the Corporation, or any
law or regulation applicable to the
Corporation or its securities.
Additionally, CBOE Holdings proposes
to explicitly clarify that ‘‘abstentions’’
and ‘‘broker nonvotes’’ are not counted
as a vote case either ‘‘for’’ or ‘‘against’’
a director’s election. Section 2.11 is
being proposed to be amended to (i)
eliminate outdated language and (ii)
make minor changes related to the
nomination process for election of
Board of Directors in a manner similar
to the practices of other Delaware
corporations. For example, Section 2.11
is being amended with regards to notice
requirements for director nominations
in the event the annual meeting is not
conducted within a certain period of
time. Specifically, Section 2.11
currently provides that if the annual
meeting is not held within thirty (30)
days before or after the anniversary date
of the preceding year’s annual meeting
of stockholders, the nominations must
be delivered or mailed and received by
the Secretary not later than the close of
business on the 10th day following the
date on which public announcement of
the annual meeting date was made.
CBOE Holdings seeks to amend Section
5 See CBOE Holdings Bylaws, Section 2.1 which
provides that ‘‘all meetings of stockholders shall be
held at such place, if any, within or without the
State of Delaware . . .’’
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2.11 to permit the annual meeting to be
held up to seventy (70) days after the
anniversary date of the immediately
preceding annual meeting without
altering the deadlines regarding when
the nominations must be delivered or
mailed and received by apply and to
also confirm that an adjournment or
postponement of an annual meeting
does not commence a new time period
or extend any time period for a
stockholder’s notice. CBOE Holdings
notes that the proposed change provides
CBOE Holdings more flexibility with
regards to scheduling the annual
meeting date without altering the time
periods for stockholder notices for
director nominations. CBOE Holdings
additionally proposes to amend Section
2.11 to clarify that stockholder notices
for director nominations shall also set
forth any other information relating to
the stockholder and beneficial owner, if
any, required to be disclosed in a proxy
statement or other filings required to be
made in connection with solicitations of
proxies, as well and also explicitly
provide that CBOE Holdings may
require any proposed nominee to
furnish any other information that
CBOE Holdings may reasonable require
to determine eligibility of the proposed
nominee to serve as director of the
Corporation.
CBOE Holdings also proposes to
amend the Bylaws to make other nonsubstantive changes. For example,
CBOE Holdings proposes to amend
Section 3.4 of the Bylaws to provide that
a director may resign by giving either
written or electronic notice as well as
proposes to delete an unnecessary
sentence related to the term of the
Executive Committee members in
Article 4, Section 4.2.6 Additionally,
CBOE Holdings proposes to make nonsubstantive, clarifying changes to
Section 9.3 of the Bylaws including
adding the term ‘‘equity owners’’ (in
addition to the current terms of
‘‘stockholders’’ and ‘‘shareholders’’).
CBOE Holdings also proposes to amend
Section 10.1 of the Bylaws. Specifically,
Section 10.1 currently provides that
stockholders of CBOE Holdings may
amend the Bylaws, provided that notice
of the proposed change was given in the
notice of the stockholders meeting at
which such action is to be taken. CBOE
6 The Exchange notes that pursuant to Section 3.2
of the Bylaws, directors are to be elected annually
and thus the term for any Board committee
composed exclusively of directors would be for no
longer than one year. The Exchange also notes that
the terms for members of other Board committees
are also not explicitly referenced or included in
CBOE Holdings’ Bylaws. See Article 4, Sections 4.3
(The Audit Committee), 4.4 (The Compensation
Committee) and 4.5 (The Nominating and
Governance Committee).
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Holdings proposes to eliminate this
requirement as it does not believe it is
substantive or necessary. Particularly,
CBOE Holdings notes that this
requirement is already provided for in
Section 2.12 of the Bylaws.7
Additionally, CBOE Holdings notes that
Article Twelfth of the Certificate, which
governs amendments of the Bylaws by
stockholders of CBOE Holdings, does
not include this requirement.
Accordingly, and in order to conform
Section 10.1 of the Bylaws to Article
Twelfth of the Certificate, CBOE
Holdings proposes to remove this
language from Section 10.1. CBOE
Holdings also proposes to amend
Section 10.2 of the Bylaws to replace the
reference of ‘‘CBOE’’ to ‘‘Chicago Board
Options Exchange, Incorporated’’ to
avoid any potential confusion as to what
CBOE refers to.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.8 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 9 requirements that the rules of
an exchange be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 10 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
In particular, CBOE Holdings believes
that eliminating references in the
Certificate that are applicable only in
connection with the 2010 IPO removes
obsolete language and alleviates
potential confusion. Additionally, CBOE
7 See Section 2.12 of the Bylaws which provides
‘‘To be in proper written form, a stockholder’s
notice to the Secretary shall set forth . . . the text
of any resolutions proposed for consideration and,
in the event that such business includes a proposal
to amend the Bylaws of the Corporation, the
language of the proposed amendment . . .’’
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(5).
10 Id.
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Holdings believes the remaining
changes to the Certificate are nonsubstantive and clarifying in nature,
which makes the Certificate easier to
read and also alleviates potential
confusion. The alleviation of potential
confusion removes impediments to and
perfects the mechanism of a free and
open market and a national market
system, and, in general, protect
investors and the public interest.
The Exchange believes adopting
Article 11 governing the forum for
adjudication of disputes alleviates the
risk of multi-forum shareholder
litigation in which the same claims are
litigated in different courts, which can
potentially drain corporate resources,
increase the distraction and hassle of
litigation, and risk inconsistent rulings
and judgments. The Exchange believes
alleviating potential drain on corporate
resources allows the Exchange to direct
such resources in administration of the
Exchange, enhancing investor
protection.
CBOE Holdings believes the
remaining changes are either clarifying
in nature or reflect current best practices
among Delaware corporations in the
drafting of their governing documents
and thus enhance investor protection by
making CBOE Holdings governance
documents clearer and easier to
understand and in line with current
governance best practices.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Because the proposed rule change
relates to the governance of CBOE
Holdings and not to the operations of
the Exchange, the Exchange does not
believe that the proposed rule change
will impose any burden on competition
not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not:
A. Significantly affect the protection
of investors or the public interest;
B. impose any significant burden on
competition; and
C. become operative for 30 days from
the date on which it was filed, or such
shorter time as the Commission may
designate, it has become effective
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pursuant to Section 19(b)(3)(A) of the
Act 11 and Rule 19b–4(f)(6) 12
thereunder. At any time within 60 days
of the filing of the proposed rule change,
the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission will institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–CBOE–
2015–092 and should be submitted on
or before November 23, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–27799 Filed 10–30–15; 8:45 am]
Electronic Comments
• Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
CBOE–2015–092 on the subject line.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Self-Regulatory Organizations; The
Depository Trust Company; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Provide
Additional Details Regarding the
Requirement That Participants
Participate in Annual Testing of
Business Continuity and Disaster
Recovery Plans
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–CBOE–2015–092. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
11 15
12 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
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continuity and disaster recovery plans
(‘‘BCP Testing’’), as more fully described
below.5
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
DTC included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. DTC has prepared
summaries, set forth in sections A, B
and C below, of the most significant
aspects of such statements.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76283; File No. SR–DTC–
2015–010]
October 27, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (‘‘Act’’)
and Rule 19b–4 2 thereunder, notice is
hereby given that on October 23, 2015,
The Depository Trust Company (‘‘DTC’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II, which Items have been
prepared by DTC. DTC filed the
proposed rule change pursuant to
Section 19(b)(3)(A) 3 of the Act and Rule
19b–4(f)(6) 4 thereunder. The proposed
rule change was effective upon filing
with the Commission. The Commission
is publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
The proposed rule change consists of
a change to DTC’s Rule 2 to provide
additional details regarding the
requirement that Participants participate
in annual testing of DTC’s business
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6).
1 15
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(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
1. Purpose
The proposed rule change would
amend DTC’s Rule 2 (Participants and
Pledgees) to provide additional details
regarding the requirement that DTC
Participants participate in DTC’s annual
BCP Testing. Currently, pursuant to
DTC’s Rule 2, an applicant for
membership with DTC must
demonstrate that it has ‘‘adequate
personnel capable of handling
transactions with the Corporation and
adequate physical facilities, books and
records and procedures to fulfill its
anticipated commitments to, and to
meet the operational requirements of,
the Corporation, other Participants and
Pledgees with necessary promptness
and accuracy and to conform to any
condition and requirement which the
Corporation reasonably deems necessary
for its protection.’’ 6 Once a firm
becomes a Participant of DTC, DTC Rule
2 provides that Participants may be
required to fulfill certain operational
testing requirements that may be
imposed by DTC to test and monitor the
continuing operational capability of the
Participants.7
Recently, the Commission
promulgated Regulation Systems
Compliance and Integrity (‘‘Reg. SCI’’),
which requires DTC to establish
standards to designate members 8 and
5 Terms not otherwise defined herein have the
meaning set forth in DTC’s rules, available at
https://www.dtcc.com/legal/rules-andprocedures.aspx.
6 DTC Rule 2, Section 1(b), supra, note 5.
7 DTC Rule 2, Section 1, supra, note 5.
8 17 CFR 242.1004(a). In adopting Reg. SCI, the
Commission determined not to require covered
entities to notify the Commission of its designations
or the standards that will be used in designating
members, recognizing instead that each entity’s
standards, designations, and updates, if applicable,
would be part of its records and, therefore, available
Continued
E:\FR\FM\02NON1.SGM
02NON1
Agencies
[Federal Register Volume 80, Number 211 (Monday, November 2, 2015)]
[Notices]
[Pages 67464-67467]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-27799]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76282; File No. SR-CBOE-2015-092]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Amend the Certificate of Incorporation and Bylaws of its
Parent Company
October 27, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that, on October 23, 2015, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the certificate of incorporation and
bylaws of its parent Company, CBOE Holdings, Inc. (``CBOE Holdings'').
The text of the proposed rule change is available on the Exchange's Web
site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at
the Exchange's Office of the Secretary, and at the Commission's Public
Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed
[[Page 67465]]
any comments it received on the proposed rule change. The text of these
statements may be examined at the places specified in Item IV below.
The Exchange has prepared summaries, set forth in sections A, B, and C
below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
CBOE Holdings is proposing to make certain amendments to its
Certificate and Bylaws.
Proposed Amendments to the Certificate
CBOE Holdings proposes to make various amendments to its
Certificate. First, CBOE Holdings proposes to eliminate references that
are applicable only in connection with the CBOE demutualization and
CBOE Holdings initial public offering (``IPO'') in 2010. Currently, the
Certificate provides for the designation, preferences and rights
related to Class A-1 and Class A-2 common stock that had been
authorized by the Board and CBOE Holdings' stockholders prior to the
IPO. No shares of Class A-1 or Class A-2 common stock are currently
outstanding, nor would CBOE Holdings be able to issue such shares at
any time in the future as the current Certificate limits their use to
the conversion of Class A and Class B common stock, which was issued in
connection with the IPO and has been retired. Accordingly, CBOE
Holdings proposes to delete obsolete provisions related to the
designation, rights and preferences of these series of common stock.
The Exchange also proposes to remove references to the 10% ownership
concentration limitation applicable before the IPO. This change would
not change the current ownership concentration limitation, which is
20%. CBOE Holdings also proposes other non-substantive changes to the
Certificate include referring to the ``Second'' Amended and Restated
Certificate of Incorporation, clarifying that any stockholder votes on
the Bylaws would be in addition to any votes required by law, and
updating references to the Common Stock, as only one class of common
stock will be outstanding. The Exchange notes that the proposed changes
will not have any effect on the rights of a stockholder.\3\
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\3\ For example, the Exchange notes that the proposed change in
Article Fourth, subparagraph (c)(x) from ``Voting Common Stock'' to
``stock of the Corporation entitled to vote thereon'' is not
intended to affect the rights of a stockholder or change which class
of shares are entitled to vote to increase or decrease the number of
authorized shares of Preferred Stock. Specifically, the Exchange
notes that, as is currently the case, for any proposal to increase
or decrease the number of authorized shares of Preferred Stock,
common stock would continue to vote together with any series of
Preferred Stock that is allowed to vote on such a proposal pursuant
to its terms. The Exchange also notes that the provisions in Article
Sixth of the Certificate which limit ownership and voting
concentration continue to apply and as such, any proposal to
increase or decrease the number of authorized shares of Preferred
Stock, if any, would be subject to those limitations.
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Proposed Amendments to the Bylaws
CBOE Holdings also proposes to make various amendments to its
Bylaws. First, CBOE Holdings proposes to adopt an Exclusive Forum
Provision. Specifically, CBOE Holdings seeks to adopt Article 11--Forum
for Adjudication of Disputes. Proposed Article 11 provides that
Delaware would be the exclusive forum for any shareholder litigation
against the Company. CBOE Holdings notes that the proposed adoption of
Article 11 alleviates the risk of multi-forum shareholder litigation in
which the same claims are litigated in different courts, which can
potentially drain corporate resources, increase the distraction and
hassle of litigation, and risk inconsistent rulings and judgments. CBOE
Holdings also notes that exclusive forum provisions have been upheld by
the Delaware Court of Chancery and that legislative amendments to the
General Corporation Law of the State of Delaware (``DGCL'') related to
exclusive forum provisions were recently signed into law by the
Delaware governor and became effective August 1, 2015.\4\
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\4\ See e.g., Boilermakers Local 154 Retirement Fund v. Chevron
Corporation, 73 A.3d 934 (Del. Ch. 2013). The Chancery Court ruled
that boards are statutorily empowered to adopt such bylaws so long
as the specific corporate articles of organization permit director
amendment of bylaws, which is generally the case. See also DGCL
Section 115.
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Next, CBOE Holdings proposes to amend various sections in Article 2
to delete obsolete and/or unnecessary language, as well as reflect
current best practices among Delaware corporations in the drafting of
their governing documents, including changes with respect to the
scheduling, notice and action at meetings and the nomination of
directors. For example, Section 2.2 of the Bylaws is proposed to be
amended to delete language requiring the annual meeting of stockholders
to be held on the third Tuesday in May of each year, as the Exchange
does not believe such requirement is necessary. Additionally, Section
2.2 is proposed to be amended to eliminate now outdated language which
provides that such requirement starts the year immediately following
the year in which the restructuring of CBOE is consummated. Section 2.4
of the Bylaws is proposed to be amended to add language providing that
certain notice requirements of each meeting of stockholders apply
except as otherwise provided by the Certificate of Incorporation or
CBOE Holdings Bylaws. CBOE Holdings also proposes to add language to
Section 2.4 to explicitly provide that notices of all meetings shall
state the means of remote communications, if any, by which stockholders
and proxy holders may be deemed to be present in person and vote at
such meeting. CBOE Holdings notes that Section 2.1 already contemplates
remote communications.\5\ Section 2.7 of the Bylaws is being amended to
make the Bylaw language consistent with DGCL Section 222 (c) (Notice of
meetings and adjourned meetings). Section 2.10 is being proposed to be
amended to make certain clarifications relating to actions at meetings.
For example, CBOE Holdings proposes to clarify that a majority of the
votes properly cast upon any question other than an election of
directors shall decide the question, except when a ``different''
(rather than ``larger'') vote is required by the Bylaws, rules or
regulations of any stock exchange applicable to the Corporation, or any
law or regulation applicable to the Corporation or its securities.
Additionally, CBOE Holdings proposes to explicitly clarify that
``abstentions'' and ``broker nonvotes'' are not counted as a vote case
either ``for'' or ``against'' a director's election. Section 2.11 is
being proposed to be amended to (i) eliminate outdated language and
(ii) make minor changes related to the nomination process for election
of Board of Directors in a manner similar to the practices of other
Delaware corporations. For example, Section 2.11 is being amended with
regards to notice requirements for director nominations in the event
the annual meeting is not conducted within a certain period of time.
Specifically, Section 2.11 currently provides that if the annual
meeting is not held within thirty (30) days before or after the
anniversary date of the preceding year's annual meeting of
stockholders, the nominations must be delivered or mailed and received
by the Secretary not later than the close of business on the 10th day
following the date on which public announcement of the annual meeting
date was made. CBOE Holdings seeks to amend Section
[[Page 67466]]
2.11 to permit the annual meeting to be held up to seventy (70) days
after the anniversary date of the immediately preceding annual meeting
without altering the deadlines regarding when the nominations must be
delivered or mailed and received by apply and to also confirm that an
adjournment or postponement of an annual meeting does not commence a
new time period or extend any time period for a stockholder's notice.
CBOE Holdings notes that the proposed change provides CBOE Holdings
more flexibility with regards to scheduling the annual meeting date
without altering the time periods for stockholder notices for director
nominations. CBOE Holdings additionally proposes to amend Section 2.11
to clarify that stockholder notices for director nominations shall also
set forth any other information relating to the stockholder and
beneficial owner, if any, required to be disclosed in a proxy statement
or other filings required to be made in connection with solicitations
of proxies, as well and also explicitly provide that CBOE Holdings may
require any proposed nominee to furnish any other information that CBOE
Holdings may reasonable require to determine eligibility of the
proposed nominee to serve as director of the Corporation.
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\5\ See CBOE Holdings Bylaws, Section 2.1 which provides that
``all meetings of stockholders shall be held at such place, if any,
within or without the State of Delaware . . .''
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CBOE Holdings also proposes to amend the Bylaws to make other non-
substantive changes. For example, CBOE Holdings proposes to amend
Section 3.4 of the Bylaws to provide that a director may resign by
giving either written or electronic notice as well as proposes to
delete an unnecessary sentence related to the term of the Executive
Committee members in Article 4, Section 4.2.\6\ Additionally, CBOE
Holdings proposes to make non-substantive, clarifying changes to
Section 9.3 of the Bylaws including adding the term ``equity owners''
(in addition to the current terms of ``stockholders'' and
``shareholders''). CBOE Holdings also proposes to amend Section 10.1 of
the Bylaws. Specifically, Section 10.1 currently provides that
stockholders of CBOE Holdings may amend the Bylaws, provided that
notice of the proposed change was given in the notice of the
stockholders meeting at which such action is to be taken. CBOE Holdings
proposes to eliminate this requirement as it does not believe it is
substantive or necessary. Particularly, CBOE Holdings notes that this
requirement is already provided for in Section 2.12 of the Bylaws.\7\
Additionally, CBOE Holdings notes that Article Twelfth of the
Certificate, which governs amendments of the Bylaws by stockholders of
CBOE Holdings, does not include this requirement. Accordingly, and in
order to conform Section 10.1 of the Bylaws to Article Twelfth of the
Certificate, CBOE Holdings proposes to remove this language from
Section 10.1. CBOE Holdings also proposes to amend Section 10.2 of the
Bylaws to replace the reference of ``CBOE'' to ``Chicago Board Options
Exchange, Incorporated'' to avoid any potential confusion as to what
CBOE refers to.
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\6\ The Exchange notes that pursuant to Section 3.2 of the
Bylaws, directors are to be elected annually and thus the term for
any Board committee composed exclusively of directors would be for
no longer than one year. The Exchange also notes that the terms for
members of other Board committees are also not explicitly referenced
or included in CBOE Holdings' Bylaws. See Article 4, Sections 4.3
(The Audit Committee), 4.4 (The Compensation Committee) and 4.5 (The
Nominating and Governance Committee).
\7\ See Section 2.12 of the Bylaws which provides ``To be in
proper written form, a stockholder's notice to the Secretary shall
set forth . . . the text of any resolutions proposed for
consideration and, in the event that such business includes a
proposal to amend the Bylaws of the Corporation, the language of the
proposed amendment . . .''
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') and the rules and
regulations thereunder applicable to the Exchange and, in particular,
the requirements of Section 6(b) of the Act.\8\ Specifically, the
Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \9\ requirements that the rules of an exchange be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in regulating, clearing,
settling, processing information with respect to, and facilitating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest. Additionally,
the Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \10\ requirement that the rules of an exchange not be
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
\10\ Id.
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In particular, CBOE Holdings believes that eliminating references
in the Certificate that are applicable only in connection with the 2010
IPO removes obsolete language and alleviates potential confusion.
Additionally, CBOE Holdings believes the remaining changes to the
Certificate are non-substantive and clarifying in nature, which makes
the Certificate easier to read and also alleviates potential confusion.
The alleviation of potential confusion removes impediments to and
perfects the mechanism of a free and open market and a national market
system, and, in general, protect investors and the public interest.
The Exchange believes adopting Article 11 governing the forum for
adjudication of disputes alleviates the risk of multi-forum shareholder
litigation in which the same claims are litigated in different courts,
which can potentially drain corporate resources, increase the
distraction and hassle of litigation, and risk inconsistent rulings and
judgments. The Exchange believes alleviating potential drain on
corporate resources allows the Exchange to direct such resources in
administration of the Exchange, enhancing investor protection.
CBOE Holdings believes the remaining changes are either clarifying
in nature or reflect current best practices among Delaware corporations
in the drafting of their governing documents and thus enhance investor
protection by making CBOE Holdings governance documents clearer and
easier to understand and in line with current governance best
practices.
B. Self-Regulatory Organization's Statement on Burden on Competition
Because the proposed rule change relates to the governance of CBOE
Holdings and not to the operations of the Exchange, the Exchange does
not believe that the proposed rule change will impose any burden on
competition not necessary or appropriate in furtherance of the purposes
of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not:
A. Significantly affect the protection of investors or the public
interest;
B. impose any significant burden on competition; and
C. become operative for 30 days from the date on which it was
filed, or such shorter time as the Commission may designate, it has
become effective
[[Page 67467]]
pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-4(f)(6)
\12\ thereunder. At any time within 60 days of the filing of the
proposed rule change, the Commission summarily may temporarily suspend
such rule change if it appears to the Commission that such action is
necessary or appropriate in the public interest, for the protection of
investors, or otherwise in furtherance of the purposes of the Act. If
the Commission takes such action, the Commission will institute
proceedings to determine whether the proposed rule change should be
approved or disapproved.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-CBOE-2015-092 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-CBOE-2015-092. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-CBOE-2015-092 and should be
submitted on or before November 23, 2015.
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\13\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-27799 Filed 10-30-15; 8:45 am]
BILLING CODE 8011-01-P