Self-Regulatory Organizations; Cboe Exchange, Inc.; Order Granting Approval of a Proposed Rule Change To Adopt a Modified Trading Schedule for Holidays, 9729-9733 [2022-03650]
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Federal Register / Vol. 87, No. 35 / Tuesday, February 22, 2022 / Notices
disapproved by March 15, 2022. Any
person who wishes to file a rebuttal to
any other person’s submission must file
that rebuttal by March 29, 2022.
Comments may be submitted by any
of the following methods:
lotter on DSK11XQN23PROD with NOTICES1
Electronic Comments
• Use the Commission’s internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File No. SR–
MIAX–2022–07 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–MIAX–2022–07. 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 website (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 website 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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
comment submissions. You should
submit only information that you wish
to make available publicly. All
submissions should refer to File
Number SR–MIAX–2022–07 and should
be submitted on or before March 15,
2022. Rebuttal comments should be
submitted by March 29, 2022.
VI. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(3)(C) of the Act,118 that
File Numbers SR–MIAX–2022–07 be,
118 15
U.S.C. 78s(b)(3)(C).
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and hereby is, temporarily suspended.
In addition, the Commission is
instituting proceedings to determine
whether the proposed rule change
should be approved or disapproved.
For the Commission, by the Division
of Trading and Markets, pursuant to
delegated authority.119
J. Matthew DeLesDernier,
Assistant Secretary.
[FR Doc. 2022–03651 Filed 2–18–22; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–94253; File No. SR–CBOE–
2021–068]
Self-Regulatory Organizations; Cboe
Exchange, Inc.; Order Granting
Approval of a Proposed Rule Change
To Adopt a Modified Trading Schedule
for Holidays
February 15, 2022.
I. Introduction
On November 15, 2021, Cboe
Exchange, Inc. (‘‘Exchange’’ or ‘‘CBOE’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’),1 and
Rule 19b–4 thereunder,2 a proposed rule
change to adopt a modified trading
schedule for holidays. The proposed
rule change was published for comment
in the Federal Register on December 3,
2021.3 On January 12, 2022, the
Commission designated a longer period
for Commission action on the proposed
rule change, until March 3, 2022.4 The
Commission has received no comment
letters on the proposal. This order
approves the proposed rule change.
II. Description of the Proposed Rule
Change
The Exchange proposes to adopt a
modified trading schedule for holidays
observed by the Exchange and amend
and conform various rules relating to
the proposed holiday trading sessions,
as described more fully below.
Particularly, the Exchange proposes to
(i) adopt an additional Global Trading
Hours (‘‘GTH’’) 5 trading session that
119 17
CFR 200.30–3(a)(12), (57) and (58).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 93677
(November 29, 2021), 86 FR 68703 (‘‘Notice’’).
4 See Securities Exchange Act Release No. 93955,
87 FR 2971 (January 19, 2022).
5 The Exchange’s rules provide that the Exchange
may designate as eligible for trading during GTH
any exclusively listed index option designated for
trading under Chapter 4, Section B. If the Exchange
1 15
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9729
would immediately precede domestic
holidays and (ii) start the GTH session
that immediately follows a holiday at
8:15 p.m. on the holiday.6
The Exchange currently offers two
trading sessions.7 Regular Trading
Hours (‘‘RTH’’) and GTH. CBOE Rule
5.1 currently sets forth the trading hours
for the Exchange’s RTH and GTH
trading sessions, as well as the trading
schedule for holidays observed by the
Exchange. RTH for transactions in index
options are from 9:30 a.m. to 4:15 p.m.,
subject to certain exceptions.8
Currently, the GTH session begins at
8:15 p.m. (previous day) and end at 9:15
a.m. on Monday through Friday.9 Any
GTH session that follows a holiday
listed under Rule 5.1(d) begins at 12:00
a.m. on the calendar day immediately
following the day the holiday is
observed and ends at 9:15 a.m., unless
the holiday is observed on a Friday, in
which case the subsequent GTH session
will begin at 8:15 p.m. (Sunday) and
will end at 9:15 a.m. (Monday).10
Transactions effected during the GTH
session have the same trade date as the
RTH session that immediately follows
it.11
Additionally, there are several
holidays on which the Exchange is
currently not open for business.12 For
any holiday observed by the Exchange
that falls on a Saturday, the Exchange is
not open for business on the preceding
Friday, and when any holiday observed
by the Exchange falls on a Sunday, the
designates a class of index options as eligible for
trading during GTH, FLEX Options with the same
underlying index are also deemed eligible for
trading during GTH. Currently, only SPX, VIX and
XSP are approved for trading during GTH. Although
eligible, XSP is not currently listed for trading
during GTH.
6 If the holiday is observed on a Friday, GTH
currently begins (and would continue to begin) at
8:15 p.m. on the following Sunday.
7 The term ‘‘trading session’’ means the hours
during which the Exchange is open for trading for
Regular Trading Hours or Global Trading Hours
(each of which may be referred to as a trading
session). Unless otherwise specified in the Rules or
the context otherwise indicates, all Rules apply in
the same manner during each trading session. See
CBOE Rule 1.1 (Definitions).
8 See CBOE Rule 5.1(b)(2).
9 See also Securities Exchange Act Release No.
93403 (October 22, 2021), 86 FR 59824 (October 28,
2021) (SR–CBOE–2021–061).
10 Id.
11 For example, any transactions effected during
the GTH session that begins at 8:15 p.m. on
Tuesday, November 23 will be considered to have
the trade date of Wednesday, November 24
regardless of whether the trades were effected
between 8:15 p.m. and 11:59 p.m. on Tuesday,
November 23 or between 12:00 a.m. and 9:15 a.m.
on Wednesday November 24.
12 See CBOE Rule 5.1(d). Currently, the Exchange
is not open for business on: New Year’s Day, Martin
Luther King, Jr. Day, Presidents’ Day, Good Friday,
Memorial Day, Independence Day, Labor Day,
Thanksgiving Day, or Christmas Day.
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Federal Register / Vol. 87, No. 35 / Tuesday, February 22, 2022 / Notices
Exchange is not open for business on
the following Monday, unless unusual
business conditions exist at the time.
Currently, if the Exchange is not open
for RTH on a day, including holidays,
then it will not be open for GTH on that
same day.13
The Exchange now proposes to also
adopt a modified holiday trading hours
schedule to, according to the Exchange,
provide global market participants the
ability to trade during GTH sessions that
overlap with U.S. domestic holidays.
Trading Hours
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The Exchange proposes to amend
CBOE Rule 5.1(d) to adopt modified
trading schedules for domestic 14 and
international 15 holidays.16 First, the
Exchange proposes to adopt CBOE Rule
5.1(d)(1), which would outline the
trading hours schedule for domestic
holidays and provide specifically that
for Martin Luther King, Jr. Day,
Presidents’ Day, Memorial Day,
Independence Day, Labor Day, and
Thanksgiving Day (i.e., domestic
holidays), the trading day following the
holiday would consist of the following
three trading sessions: (i) A GTH session
from 8:15 p.m. on the calendar day
preceding the holiday (observed) to
11:30 a.m. on the holiday (observed), (ii)
a GTH session from 8:15 p.m. on the
holiday, or if the holiday is on a Friday,
on the Sunday following the holiday, to
9:15 a.m. on the trading day and (iii) a
RTH session on the trading day.17
Proposed CBOE Rule 5.1(d)(1) would
also make clear that there would
continue to be no RTH session on the
day a domestic holiday is observed.
According to the Exchange, the
proposed hours of operation for the
GTH session immediately preceding a
RTH session that is closed due to a
domestic holiday overlaps with the
hours of operation of many international
markets, which do not observe U.S.
domestic holidays and are therefore still
13 See CBOE Rule 1.1, definition of ‘‘Business
Day’’ and ‘‘Trading Day’’.
14 Domestic holidays include Martin Luther King,
Jr. Day, Presidents’ Day, Memorial Day,
Independence Day, Labor Day and Thanksgiving
Day.
15 International holidays include Good Friday,
Christmas Day and New Year’s Day.
16 The Exchange also proposes making
conforming changes to CBOE Rule 5.1(c) to reflect
the proposed holiday schedule. See Notice, supra
note 3, 86 FR at 68704.
17 The Exchange would further amend the
definition of ‘‘Business Day and Trading Day’’
under Proposed CBOE Rule 1.1 to conform to the
proposed rule change by clarifying that a ‘‘business
day or trading day that immediately follows a
domestic holiday . . . includes the Regular Trading
Hours session and the two Global Trading Hours
sessions that immediately precede it.’’ See also
Notice, supra note 3, 86 FR at 68705–06.
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open at this time. Moreover, both GTH
trading sessions would be considered
part of the next trading day (i.e., both
GTH sessions would have the trade date
of the trading day following the
holiday).18 As an example, the holiday
GTH session preceding Memorial Day
would start at 8:15 p.m. on the Sunday
prior to Memorial Day and end at 11:30
a.m. on Memorial Day. The market
would then be closed at 11:30 a.m. on
Memorial Day (Monday) (i.e., there
would be no RTH session on Memorial
Day). The next GTH trading session
would begin at 8:15 p.m. on Memorial
Day and proceed as normal until 9:15
a.m. on Tuesday, which would be
followed by a normal RTH session that
begins as 9:30 a.m. on Tuesday. All
trading from Sunday night through
Tuesday RTH market close would be
considered to be part of the Tuesday
trading day. The following also
illustrates how the holiday schedule
applies for U.S. domestic holidays that
are observed on a Friday. For example,
if Independence Day is observed on a
Friday, the trading day following the
Friday holiday (Monday Trading Day)
would consist of three trading sessions:
(1) A GTH session open from 8:15 p.m.
on the Thursday preceding
Independence Day to 11:30 a.m. on
Independence Day, (2) a GTH session
from 8:15 p.m. on the Sunday following
Independence Day to 9:15 a.m. on the
following Monday and (3) a RTH
session from 9:30 a.m. to 4:15 p.m. on
Monday. All trading from Thursday
night through Friday, and from Sunday
night through Monday RTH market
close is considered to be part of the
Monday trading day.
The Exchange next proposes to adopt
CBOE Rule 5.1(d)(2), which would
outline the trading hours schedule for
international holidays and provide
specifically that for Good Friday,
Christmas Day and New Year’s Day (i.e.,
international holidays), the trading day
following the holiday would consist of
the following two trading sessions: (i) A
GTH session from 8:15 p.m. on the
holiday, or if the holiday is observed on
a Friday, on the Sunday following the
holiday, to 9:15 a.m. on the trading day
and (ii) a RTH session on the trading
day. Pursuant to proposed CBOE Rule
5.1(d)(2) there would not be a RTH
session on the day an international
holiday is observed nor a GTH session
immediately preceding the day an
18 Pursuant to CBOE Rule 6.4 (Reporting of Trades
to OCC), all transactions made on the Exchange
during these sessions will continue to be submitted
for clearance to the Options Clearing Corporation
(‘‘OCC’’) in the same manner they are today.
However, as noted, such trades will have the trade
date of the trading day following the holiday.
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Fmt 4703
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international holiday is observed, since
according to the Exchange, international
holidays, unlike domestic holidays, are
observed not just by U.S. residents, but
by many global market participants.
Therefore, many international markets
are also closed in observance of these
international holidays.19 Just like
regular GTH trading sessions, a GTH
trading session that starts on an
international holiday at 8:15 p.m.,
would be considered part of the next
trading day. For example, there would
be no GTH session immediately
preceding Good Friday (i.e., no GTH
session that starts on Thursday). Rather,
the market would be closed from RTH
market close on the Thursday preceding
Good Friday until the GTH session that
starts at 8:15 p.m. on the Sunday
following Good Friday. All trading from
Sunday night through RTH market close
on the following Monday is for a trading
day of Monday.
Entry of Orders, Quotes and
Cancellations
The Exchange lastly proposes to
update CBOE Rule 5.7(e), which
provides that after RTH market close,
Users may cancel orders and quotes
with Time-in-Force of Good-tilCancelled (‘‘GTC’’) 20 or Good-til-Date
(‘‘GTD’’) 21 that remain in the Book until
4:45 p.m. In light of the proposed
holiday schedule for GTH sessions on
domestic holidays (i.e., the GTH session
would end at 11:30 a.m. on a domestic
holiday (observed)), the Exchange
proposes to amend CBOE Rule 5.7(e) to
provide that on such domestic holidays,
users may cancel orders and quotes with
Time-in-Force of GTC or GTD until
11:45 a.m. Pursuant to the proposed rule
change, Users would be able to cancel
any GTC and GTD orders until 11:45
a.m. on domestic holidays, not just
19 Moreover, according to the Exchange, futures
markets similarly do not provide an extended
trading hours session that precede certain
international holidays. See e.g., CFE Rule 1202,
which provides, among other things, that there will
be no extended trading hours session preceding
New Year’s Day and Christmas Day.
20 See CBOE Rule 5.6(c). The terms ‘‘Good-tilCancelled’’ and ‘‘GTC’’ mean, for an order so
designated, if after entry into the System, the order
is not fully executed, the order (or unexecuted
portion) remains available for potential display or
execution (with the same timestamp) unless
cancelled by the entering User, or until the option
expires, whichever comes first. Users may not
designate bulk messages as GTC.
21 See CBOE Rule 5.6(c). The terms ‘‘Good-tilDate’’ and ‘‘GTD’’ mean, for an order so designated,
if after entry into the System, the order is not fully
executed, the order (or unexecuted portion) remains
available for potential display or execution (with
the same timestamp) until a date and time specified
by the entering User unless cancelled by the
entering User. Users may not designate bulk
messages as GTD. A User may not designate a GTD
order as Direct to PAR.
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Federal Register / Vol. 87, No. 35 / Tuesday, February 22, 2022 / Notices
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orders in All Sessions classes (i.e., SPX
and VIX).22
Market-Maker Rules
Current CBOE Rule 5.50(a) (MarketMaker Appointments) provides that a
Market-Maker’s selected class
appointment applies to classes during
all trading sessions. In other words, if a
Market-Maker selects an appointment in
SPX options, for example, that
appointment would apply during both
GTH and RTH (and thus, the MarketMaker would have an appointment to
make markets in SPX during GTH and
RTH). As a result, the Market-Maker
continuous quoting obligations set forth
in Rule 5.52(d) would apply to the class
for an entire trading day (including both
trading sessions). Pursuant to Rule
5.52(d), a Market-Maker must enter
continuous bids and offers in 60% of
the series of the Market-Maker’s
appointed classes, excluding any
adjusted series, any intra-day add-on
series on the day during which such
series are added for trading, any
Quarterly Option series, and any series
with an expiration of greater than 270
days.23 According to the Exchange, it
calculates this requirement by taking the
total number of seconds the MarketMaker disseminates quotes in each
appointed class (excluding the series
noted above) and dividing that time by
the eligible total number of seconds
each appointed class is open for trading
that day.24 However, according to the
Exchange, the obligations apply only
when the Market-Maker is quoting in a
particular class during a given trading
day and the obligations are not
applicable to an appointed class if a
Market-Maker is not quoting in that
appointed class.25 Accordingly, if a
Market-Maker does not wish to quote
during the proposed new GTH sessions,
then so long as the Market-Maker does
not log in and quote during those hours,
it would not be considered when
determining a Market-Maker’s
compliance with the quoting
obligations.26
Further, the Exchange has represented
that it does not anticipate any changes
with respect to the current Lead-MarketMakers (‘‘LMMs’’) structure used today
during GTH.27 Accordingly, LMMs
appointed in the GTH holiday sessions
would therefore continue to not be
obligated to satisfy heightened
continuous quoting and opening
22 See
Notice, supra note 3, 86 FR at 68706.
CBOE Rule 5.52(d)(2).
24 See Notice, supra note 3, 86 FR at 68706.
25 Id.
26 Id.
27 Id.
23 See
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quoting standards during GTH, nor
would they receive a benefit in
exchange for satisfying an obligation
(i.e., LMMs do and would not receive a
participation entitlement during GTH,
including during holiday trading
hours).28
Exchange Representations
According to the Exchange, the
proposed rule change to adopt a
modified holiday trading schedule
would not make any changes to the
trading rules applicable to GTH.29 The
GTH trading session, including GTH
holiday sessions, would continue to be
a separate trading sessions from RTH
and the rules that currently apply (or do
not apply) to the current GTH session
would continue to apply (or not apply)
to the GTH holiday session.30 The
Exchange would continue to use the
same servers and hardware during the
GTH holiday sessions as it uses for RTH
and GTH today.31 Further, according to
the Exchange, Trading Permit Holders
(‘‘TPHs’’) may continue to use the same
ports and connections to the Exchange
for all trading sessions.32 The Book used
during the GTH holiday sessions would
also be the same Book used currently
during RTH and GTH.33 Moreover, the
Exchange represented the following:34
• All TPHs would continue to be
allowed to, but would not be required
to, participate during GTH holiday
trading hours.35
• The Exchange would continue to
use the same connection lines, message
formats, and feeds during RTH and
GTH, including GTH holiday sessions.36
28 Id.
29 Id.
30 For example, business conduct rules in Chapter
8 and rules related to doing business with the
public in Chapter 9 would continue to apply during
the GTH holiday session. Id. at 68707, n.29.
Additionally, a broker-dealer’s due diligence and
best execution obligations would apply during the
GTH holiday session. Id. As there would still be no
open outcry trading on the floor during GTH,
Chapter 5, Section G would continue not to apply
as such rules pertain to manual order handling and
open-outcry trading. Id.
31 Id. at 68707.
32 Id.
33 Id.
34 Id.
35 In order to participate in GTH, even as
amended, a TPH must have a letter of guarantee
from a Clearing TPH that is properly authorized by
the OCC to operate during the GTH session. See
CBOE Rule 3.61.
36 The same telecommunications lines used by
TPHs during RTH and/or GTH today may be used
during GTH, even as extended, and these lines
would be connected to the same application server
at the Exchange during both trading sessions.
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9731
TPHs may use the same ports and
EFIDs 37 for each trading session.38
• The same opening process would
continue to be used to open GTH.
• Order processing would operate in
the same manner as it does during RTH
and the current GTH session. There
would be no changes to the ranking,
display, or allocation algorithms rules.
• There would be no changes to the
processes for clearing, settlement,
exercise, and expiration.
• The Exchange would report
Exchange quotation and last sale
information to the Options Price
Reporting Authority (‘‘OPRA’’) pursuant
to the Plan for Reporting of
Consolidated Options Last Sale Reports
and Quotation Information (‘‘OPRA
Plan’’) during the proposed additional
holiday hours in the same manner it
currently reports this information to
OPRA during RTH and GTH today.39
The Exchange would also continue to
disseminate an opening quote and trade
price through OPRA during the
proposed additional holiday trading
hours (as it does for RTH and GTH
today). Therefore, all TPHs that elect to
trade during the proposed holiday
trading hours would have access to
quote and last sale information during
that trading session. Exchange
proprietary data feeds would also
continue to be disseminated during
holiday trading hours using the same
formats and delivery mechanisms with
which the Exchange disseminates them
during RTH and GTH today. Use of
these proprietary data feeds during
holiday trading hours would be optional
(as they are today during RTH and
GTH).
• The same TPHs that are required to
maintain connectivity to a backup
trading facility during RTH and GTH
today would be required to do so during
the proposed holiday trading hours.40
According to the Exchange, because the
same connections and servers would be
used for all trading sessions, including
any holiday trading hours, a TPH would
not be required to take any additional
action to comply with this requirement,
37 The term ‘‘EFID’’ means an Executing Firm ID.
See CBOE Rule 1.1. The Exchange assigns an EFID
to a TPH, which the System uses to identify the
TPH and the clearing number for the execution of
orders and quotes submitted to the System with that
EFID.
38 A TPH may elect to have separate ports or
EFIDs for each trading session, but the Exchange
would not require that.
39 The Exchange represents that it would report
its best bid and offer and executed trades to OPRA
during the proposed additional holiday trading
hours in the same manner that they are reported
during RTH and GTH today.
40 See CBOE Rule 5.24.
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regardless of whether the TPH chooses
to trade during holiday trading hours.
• The Exchange would process all
clearly erroneous trade breaks during
holiday trading hours in the same
manner it does during RTH and GTH
today and would have Exchange
officials available to do so.
• The Exchange would perform all
necessary surveillance coverage during
holiday trading hours.
• The Exchange may halt trading
during GTH holiday sessions in the
interests of a fair and orderly market in
the same manner it may during RTH
and GTH today pursuant to Rule 5.20.
Among the factors that may be
considered in making the foregoing
determinations are whether there has
been an activation of price limits on
futures exchanges or the halt of trading
in related futures with respect to index
options.41
• CBOE Rule 5.22 (Market-wide
Trading Halts due to Extraordinary
Market Volatility) would continue to not
apply during GTH, including the
proposed GTH holiday sessions.
The Exchange has further represented
that it would have appropriate staff onsite and otherwise available as
necessary during the proposed GTH
holiday sessions to handle any technical
and support issues that may arise during
those hours.42 Additionally, the
Exchange would have personnel
available to address any trading issues
that may arise during the additional
GTH trading hours.43 According to the
Exchange, it is also committed to
fulfilling its obligations as a selfregulatory organization at all times,
including during GTH, and would have
appropriately trained, qualified
regulatory staff in place during GTH
holiday sessions.44 Moreover, the
Exchange has represented that while it
believes its surveillance procedures are
adequate to properly monitor trading
during the proposed GTH holiday
sessions, it will revise such procedures
to the extent necessary if additional
changes are needed in the future.45
Implementation Date
The Exchange represents that it will
announce the implementation date of
the proposed rule change in accordance
with Rule 1.5.46
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act,47 and the rules and regulations
thereunder applicable to a national
securities exchange.48 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,49 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, 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.
As described above, CBOE proposes
to adopt a modified trading schedule for
GTH during holidays.50 The proposed
modified trading schedule for holidays
is designed to more closely align the
Exchange’s trading hours with extended
trading hours of futures exchanges and
market hours of other geographic
regions. Specifically, the Exchange
states that the modified trading
schedule on holidays will increase the
overlap in time that SPX and VIX
options are open alongside the related
futures contracts and provide global
market participants with expanded
access to trade the products offered
during GTH.51 Among other things, the
Exchange believes that the proposed
modified holiday trading schedule is
designed to respond to investor demand
to hedge risk, react to global
macroeconomic events
contemporaneously, and adjust SPX and
VIX options positions outside of RTH.52
The Exchange believes that the
proposed rule change will allow market
participants operating in geographic
locations that do not observe U.S.
domestic holidays to respond to
international market conditions that
46 See
id. at 68708.
U.S.C. 78f.
48 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
49 15 U.S.C. 78f(b)(5).
50 In connection with the modified trading
schedule for GTH during domestic and
international holidays, the Exchange is also
amending Cboe Rule 5.7(e) to allow all GTC or GTD
orders to be cancelled until 11:45 a.m. on the day
a domestic holiday is observed.
51 See Notice, supra note 3, 86 FR at 68708.
52 See id.
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47 15
41 See CBOE Rule 5.20(a)(6). As discussed above,
futures markets already follow a modified holiday
trading schedule similar to what the Exchange is
proposing. As such, should a halt of trading in
related futures occur during the time a GTH holiday
session is open, then the Exchange may consider
whether to halt during that session, just as it may
do during regular GTH (and RTH) sessions. See
Notice, supra note 3, 86 FR at 68707, n.38.
42 Id. at 68708.
43 Id.
44 Id.
45 Id.
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19:42 Feb 18, 2022
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Sfmt 4703
may occur during such holidays.53 As a
result, the Exchange believes that the
proposal will allow a new segment of
global market participants the ability to
trade GTH products in their local time,
particularly those trading SPX and VIX
options.54
The Commission finds that the
proposed modifications to the GTH
trading schedule for domestic and
international holidays are consistent
with the Act.55 The Commission notes
that the Exchange has represented that
the modified holiday trading schedule
makes no changes to the trading rules
applicable to GTH.56 Specifically, the
Exchange represents, among other
things, that the business conduct rules
in Chapter 8 of the Rules and rules
related to doing business with the
public in Chapter 9 of the Rules will
continue to apply during the modified
GTH holiday schedule.57 The processes
for options clearing, settlement,
exercise, and expiration, as well as
clearly erroneous trades, will remain the
same during the modified GTH holiday
trading schedule.58 Moreover, the
Exchange has represented that it will
perform all necessary surveillance and
have qualified regulatory staff available
during the modified GTH holiday
sessions in keeping with its obligations
as an self-regulatory organization.59 The
Exchange also states that it has held
discussions with the OCC, which has
informed the Exchange that it will be
able to clear and settle all transactions
that occur on the Exchange during the
proposed holiday trading hours subject
to its existing requirements for
transactions executed during extended
and overnight trading sessions.60 As a
result, the Commission finds that the
proposed rule change is reasonably
designed to help prevent fraudulent and
manipulative acts and practices, and
promote just and equitable principles of
trade, by conditioning the increased
availability for TPHs to trade outside of
the current RTH and GTH sessions with
Exchange oversight and regulatory
surveillance and reporting.
The proposed rule change is also
consistent with Section 11A(a)(1)(C) of
the Act.61 Congress found in those
provisions that it is in the public
interest and appropriate for the
protection of investors and the
maintenance of fair and orderly markets
53 See
id.
id. at 68704.
55 See id.
56 See id.
57 See id. at 68707, n.29.
58 See id. at 68707.
59 See id. at 68707–08.
60 See id. at 68707, n.34.
61 15 U.S.C. 78k–1(a)(1)(C).
54 See
E:\FR\FM\22FEN1.SGM
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Federal Register / Vol. 87, No. 35 / Tuesday, February 22, 2022 / Notices
to assure the availability to brokers,
dealers, and investors of information
with respect to quotations for and
transactions in securities, and to assure
the practicability of brokers executing
investors’ orders in the best market. The
proposed rule change is designed to
accomplish these objectives by ensuring
that the Exchange will report its best bid
and offer and executed trades to OPRA
during the modified GTH holiday
sessions in the same manner that they
are reported currently during RTH and
GTH,62 thereby providing public
transparency of activity during the
modified GTH holiday session.
Finally, the Commission also believes
that the Exchange’s proposed change to
Cboe Rule 5.7(e), which would allow
Users to cancel all GTC or GTD orders
until 11:45 a.m. on domestic holidays
(observed) is also consistent with the
Act. The Commission notes that Users
are currently able to cancel orders and
quotes prior to RTH starting at 7:30 a.m.
for RTH Classes. The Commission
believes that this proposed change
should provide Users with additional
flexibility to manage their GTC or GTD
orders.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,63 that the
proposed rule change (SR–CBOE–2021–
068) be, and hereby is, approved.
For the Commission, by the Division
of Trading and Markets, pursuant to
delegated authority.64
J. Matthew DeLesDernier,
Assistant Secretary.
[FR Doc. 2022–03650 Filed 2–18–22; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[SEC File No. 270–621, OMB Control No.
3235–0672, (Electronic Data Collection
System); SEC File No. 270–625, OMB
Control No. 3235–0686, (Form TCR)]
Proposed Collection; Comment
Request
lotter on DSK11XQN23PROD with NOTICES1
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE, Washington, DC
20549–2736
Extensions:
Electronic Data Collection System, Form
TCR
62 See Notice, supra note 3, 86 FR at 68707,
nn.35–36 and accompanying text.
63 Id.
64 17 CFR 200.30–3(a)(57) and (58).
VerDate Sep<11>2014
19:42 Feb 18, 2022
Jkt 256001
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission
(‘‘Commission’’) is soliciting comments
on the collection of information
summarized below. The Commission
plans to submit an extension for these
two current collections of information to
the Office of Management and Budget
for approval, and to consolidate both
collections of information within OMB
Control No. 3235–0672.
The Commission invites comment on
updates to its Electronic Data Collection
System database (the Database), which
will support information provided by
members of the public who would like
to file an online tip, complaint or
referral (TCR) to the Commission. The
Database will be a web based e-filed
dynamic report based on technology
that pre-populates and establishes a
series of questions based on the data
that the individual enters. The
individual will then complete specific
information on the subject(s) and nature
of the suspicious activity, using the data
elements appropriate to the type of
complaint or subject. The information
collection is voluntary. The public
interface to the Database will be
available using the agency’s website,
www.sec.gov. The Commission
estimates that it takes a complainant, on
average, 30 minutes to submit a TCR
through the Database. Based on the
receipt of an average of approximately
28,000 annual TCRs for the past three
fiscal years, the Commission estimates
that the annual reporting burden is
14,000 hours.
The Commission further invites
comment on updates to Form TCR,
which is a hard copy form adopted by
the Commission in 2011.1 Form TCR
may be submitted by whistleblowers
who wish to provide information to the
Commission and its staff regarding
potential violations of the federal
securities laws. The Commission
estimates that it takes a whistleblower,
on average, one and one half hours to
complete Form TCR. Based on the
receipt of an average of approximately
560 annual Form TCR submissions for
the past three fiscal years, the
Commission estimates that the annual
reporting burden of Form TCR is 840
hours.
Written comments are invited on: (a)
Whether this collection of information
is necessary for the proper performance
of the functions of the agency, including
1 Implementation of the Whistleblower Provisions
of Section 21F of the Securities Exchange Act of
1934, Release No. 34–64545; File No. S7–33–10
(adopted May 25, 2011).
PO 00000
Frm 00171
Fmt 4703
Sfmt 4703
9733
whether the information will have
practical utility; (b) the accuracy of the
agency’s estimate of the burden imposed
by the collection of information; (c)
ways to enhance the quality, utility, and
clarity of the information collected; and
(d) ways to minimize the burden of the
collection of information on
respondents, including through the use
of automated collection techniques or
other forms of information technology.
Consideration will be given to
comments and suggestions submitted in
writing within 30 days of this
publication. Please direct your written
comments to David Bottom, Director/
Chief Information Officer, Securities
and Exchange Commission, c/o John R.
Pezzullo, 100 F St. NE, Washington, DC
20549; or send an email to: PRA_
Mailbox@sec.gov.
Dated: February 15, 2022.
J. Matthew DeLesDernier,
Assistant Secretary.
[FR Doc. 2022–03623 Filed 2–18–22; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–94262; File No. SR–MIAX–
2022–10]
Self-Regulatory Organizations; Miami
International Securities Exchange,
LLC; Notice of Filing of a Proposed
Rule Change To Establish Fees for the
Exchange’s cToM Market Data
Product; Suspension of and Order
Instituting Proceedings To Determine
Whether To Approve or Disapprove the
Proposed Rule Change
February 15, 2022.
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 February
7, 2022, Miami International Securities
Exchange, LLC (‘‘MIAX’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) a
proposed rule change as described in
Item II below, which Item has been
prepared by the Exchange. The
Exchange filed the proposed rule change
pursuant to Section 19(b)(3)(A)(ii) of the
Act,3 and Rule 19b–4(f)(2) thereunder.4
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons and is, pursuant to Section
19(b)(3)(C) of the Act, hereby: (i)
Temporarily suspending the proposed
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
2 17
E:\FR\FM\22FEN1.SGM
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Agencies
[Federal Register Volume 87, Number 35 (Tuesday, February 22, 2022)]
[Notices]
[Pages 9729-9733]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2022-03650]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-94253; File No. SR-CBOE-2021-068]
Self-Regulatory Organizations; Cboe Exchange, Inc.; Order
Granting Approval of a Proposed Rule Change To Adopt a Modified Trading
Schedule for Holidays
February 15, 2022.
I. Introduction
On November 15, 2021, Cboe Exchange, Inc. (``Exchange'' or
``CBOE'') filed with the Securities and Exchange Commission
(``Commission''), pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act''),\1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to adopt a modified trading schedule for holidays.
The proposed rule change was published for comment in the Federal
Register on December 3, 2021.\3\ On January 12, 2022, the Commission
designated a longer period for Commission action on the proposed rule
change, until March 3, 2022.\4\ The Commission has received no comment
letters on the proposal. This order approves the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 93677 (November 29,
2021), 86 FR 68703 (``Notice'').
\4\ See Securities Exchange Act Release No. 93955, 87 FR 2971
(January 19, 2022).
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
The Exchange proposes to adopt a modified trading schedule for
holidays observed by the Exchange and amend and conform various rules
relating to the proposed holiday trading sessions, as described more
fully below. Particularly, the Exchange proposes to (i) adopt an
additional Global Trading Hours (``GTH'') \5\ trading session that
would immediately precede domestic holidays and (ii) start the GTH
session that immediately follows a holiday at 8:15 p.m. on the
holiday.\6\
---------------------------------------------------------------------------
\5\ The Exchange's rules provide that the Exchange may designate
as eligible for trading during GTH any exclusively listed index
option designated for trading under Chapter 4, Section B. If the
Exchange designates a class of index options as eligible for trading
during GTH, FLEX Options with the same underlying index are also
deemed eligible for trading during GTH. Currently, only SPX, VIX and
XSP are approved for trading during GTH. Although eligible, XSP is
not currently listed for trading during GTH.
\6\ If the holiday is observed on a Friday, GTH currently begins
(and would continue to begin) at 8:15 p.m. on the following Sunday.
---------------------------------------------------------------------------
The Exchange currently offers two trading sessions.\7\ Regular
Trading Hours (``RTH'') and GTH. CBOE Rule 5.1 currently sets forth the
trading hours for the Exchange's RTH and GTH trading sessions, as well
as the trading schedule for holidays observed by the Exchange. RTH for
transactions in index options are from 9:30 a.m. to 4:15 p.m., subject
to certain exceptions.\8\ Currently, the GTH session begins at 8:15
p.m. (previous day) and end at 9:15 a.m. on Monday through Friday.\9\
Any GTH session that follows a holiday listed under Rule 5.1(d) begins
at 12:00 a.m. on the calendar day immediately following the day the
holiday is observed and ends at 9:15 a.m., unless the holiday is
observed on a Friday, in which case the subsequent GTH session will
begin at 8:15 p.m. (Sunday) and will end at 9:15 a.m. (Monday).\10\
Transactions effected during the GTH session have the same trade date
as the RTH session that immediately follows it.\11\
---------------------------------------------------------------------------
\7\ The term ``trading session'' means the hours during which
the Exchange is open for trading for Regular Trading Hours or Global
Trading Hours (each of which may be referred to as a trading
session). Unless otherwise specified in the Rules or the context
otherwise indicates, all Rules apply in the same manner during each
trading session. See CBOE Rule 1.1 (Definitions).
\8\ See CBOE Rule 5.1(b)(2).
\9\ See also Securities Exchange Act Release No. 93403 (October
22, 2021), 86 FR 59824 (October 28, 2021) (SR-CBOE-2021-061).
\10\ Id.
\11\ For example, any transactions effected during the GTH
session that begins at 8:15 p.m. on Tuesday, November 23 will be
considered to have the trade date of Wednesday, November 24
regardless of whether the trades were effected between 8:15 p.m. and
11:59 p.m. on Tuesday, November 23 or between 12:00 a.m. and 9:15
a.m. on Wednesday November 24.
---------------------------------------------------------------------------
Additionally, there are several holidays on which the Exchange is
currently not open for business.\12\ For any holiday observed by the
Exchange that falls on a Saturday, the Exchange is not open for
business on the preceding Friday, and when any holiday observed by the
Exchange falls on a Sunday, the
[[Page 9730]]
Exchange is not open for business on the following Monday, unless
unusual business conditions exist at the time. Currently, if the
Exchange is not open for RTH on a day, including holidays, then it will
not be open for GTH on that same day.\13\
---------------------------------------------------------------------------
\12\ See CBOE Rule 5.1(d). Currently, the Exchange is not open
for business on: New Year's Day, Martin Luther King, Jr. Day,
Presidents' Day, Good Friday, Memorial Day, Independence Day, Labor
Day, Thanksgiving Day, or Christmas Day.
\13\ See CBOE Rule 1.1, definition of ``Business Day'' and
``Trading Day''.
---------------------------------------------------------------------------
The Exchange now proposes to also adopt a modified holiday trading
hours schedule to, according to the Exchange, provide global market
participants the ability to trade during GTH sessions that overlap with
U.S. domestic holidays.
Trading Hours
The Exchange proposes to amend CBOE Rule 5.1(d) to adopt modified
trading schedules for domestic \14\ and international \15\
holidays.\16\ First, the Exchange proposes to adopt CBOE Rule
5.1(d)(1), which would outline the trading hours schedule for domestic
holidays and provide specifically that for Martin Luther King, Jr. Day,
Presidents' Day, Memorial Day, Independence Day, Labor Day, and
Thanksgiving Day (i.e., domestic holidays), the trading day following
the holiday would consist of the following three trading sessions: (i)
A GTH session from 8:15 p.m. on the calendar day preceding the holiday
(observed) to 11:30 a.m. on the holiday (observed), (ii) a GTH session
from 8:15 p.m. on the holiday, or if the holiday is on a Friday, on the
Sunday following the holiday, to 9:15 a.m. on the trading day and (iii)
a RTH session on the trading day.\17\ Proposed CBOE Rule 5.1(d)(1)
would also make clear that there would continue to be no RTH session on
the day a domestic holiday is observed. According to the Exchange, the
proposed hours of operation for the GTH session immediately preceding a
RTH session that is closed due to a domestic holiday overlaps with the
hours of operation of many international markets, which do not observe
U.S. domestic holidays and are therefore still open at this time.
Moreover, both GTH trading sessions would be considered part of the
next trading day (i.e., both GTH sessions would have the trade date of
the trading day following the holiday).\18\ As an example, the holiday
GTH session preceding Memorial Day would start at 8:15 p.m. on the
Sunday prior to Memorial Day and end at 11:30 a.m. on Memorial Day. The
market would then be closed at 11:30 a.m. on Memorial Day (Monday)
(i.e., there would be no RTH session on Memorial Day). The next GTH
trading session would begin at 8:15 p.m. on Memorial Day and proceed as
normal until 9:15 a.m. on Tuesday, which would be followed by a normal
RTH session that begins as 9:30 a.m. on Tuesday. All trading from
Sunday night through Tuesday RTH market close would be considered to be
part of the Tuesday trading day. The following also illustrates how the
holiday schedule applies for U.S. domestic holidays that are observed
on a Friday. For example, if Independence Day is observed on a Friday,
the trading day following the Friday holiday (Monday Trading Day) would
consist of three trading sessions: (1) A GTH session open from 8:15
p.m. on the Thursday preceding Independence Day to 11:30 a.m. on
Independence Day, (2) a GTH session from 8:15 p.m. on the Sunday
following Independence Day to 9:15 a.m. on the following Monday and (3)
a RTH session from 9:30 a.m. to 4:15 p.m. on Monday. All trading from
Thursday night through Friday, and from Sunday night through Monday RTH
market close is considered to be part of the Monday trading day.
---------------------------------------------------------------------------
\14\ Domestic holidays include Martin Luther King, Jr. Day,
Presidents' Day, Memorial Day, Independence Day, Labor Day and
Thanksgiving Day.
\15\ International holidays include Good Friday, Christmas Day
and New Year's Day.
\16\ The Exchange also proposes making conforming changes to
CBOE Rule 5.1(c) to reflect the proposed holiday schedule. See
Notice, supra note 3, 86 FR at 68704.
\17\ The Exchange would further amend the definition of
``Business Day and Trading Day'' under Proposed CBOE Rule 1.1 to
conform to the proposed rule change by clarifying that a ``business
day or trading day that immediately follows a domestic holiday . . .
includes the Regular Trading Hours session and the two Global
Trading Hours sessions that immediately precede it.'' See also
Notice, supra note 3, 86 FR at 68705-06.
\18\ Pursuant to CBOE Rule 6.4 (Reporting of Trades to OCC), all
transactions made on the Exchange during these sessions will
continue to be submitted for clearance to the Options Clearing
Corporation (``OCC'') in the same manner they are today. However, as
noted, such trades will have the trade date of the trading day
following the holiday.
---------------------------------------------------------------------------
The Exchange next proposes to adopt CBOE Rule 5.1(d)(2), which
would outline the trading hours schedule for international holidays and
provide specifically that for Good Friday, Christmas Day and New Year's
Day (i.e., international holidays), the trading day following the
holiday would consist of the following two trading sessions: (i) A GTH
session from 8:15 p.m. on the holiday, or if the holiday is observed on
a Friday, on the Sunday following the holiday, to 9:15 a.m. on the
trading day and (ii) a RTH session on the trading day. Pursuant to
proposed CBOE Rule 5.1(d)(2) there would not be a RTH session on the
day an international holiday is observed nor a GTH session immediately
preceding the day an international holiday is observed, since according
to the Exchange, international holidays, unlike domestic holidays, are
observed not just by U.S. residents, but by many global market
participants. Therefore, many international markets are also closed in
observance of these international holidays.\19\ Just like regular GTH
trading sessions, a GTH trading session that starts on an international
holiday at 8:15 p.m., would be considered part of the next trading day.
For example, there would be no GTH session immediately preceding Good
Friday (i.e., no GTH session that starts on Thursday). Rather, the
market would be closed from RTH market close on the Thursday preceding
Good Friday until the GTH session that starts at 8:15 p.m. on the
Sunday following Good Friday. All trading from Sunday night through RTH
market close on the following Monday is for a trading day of Monday.
---------------------------------------------------------------------------
\19\ Moreover, according to the Exchange, futures markets
similarly do not provide an extended trading hours session that
precede certain international holidays. See e.g., CFE Rule 1202,
which provides, among other things, that there will be no extended
trading hours session preceding New Year's Day and Christmas Day.
---------------------------------------------------------------------------
Entry of Orders, Quotes and Cancellations
The Exchange lastly proposes to update CBOE Rule 5.7(e), which
provides that after RTH market close, Users may cancel orders and
quotes with Time-in-Force of Good-til-Cancelled (``GTC'') \20\ or Good-
til-Date (``GTD'') \21\ that remain in the Book until 4:45 p.m. In
light of the proposed holiday schedule for GTH sessions on domestic
holidays (i.e., the GTH session would end at 11:30 a.m. on a domestic
holiday (observed)), the Exchange proposes to amend CBOE Rule 5.7(e) to
provide that on such domestic holidays, users may cancel orders and
quotes with Time-in-Force of GTC or GTD until 11:45 a.m. Pursuant to
the proposed rule change, Users would be able to cancel any GTC and GTD
orders until 11:45 a.m. on domestic holidays, not just
[[Page 9731]]
orders in All Sessions classes (i.e., SPX and VIX).\22\
---------------------------------------------------------------------------
\20\ See CBOE Rule 5.6(c). The terms ``Good-til-Cancelled'' and
``GTC'' mean, for an order so designated, if after entry into the
System, the order is not fully executed, the order (or unexecuted
portion) remains available for potential display or execution (with
the same timestamp) unless cancelled by the entering User, or until
the option expires, whichever comes first. Users may not designate
bulk messages as GTC.
\21\ See CBOE Rule 5.6(c). The terms ``Good-til-Date'' and
``GTD'' mean, for an order so designated, if after entry into the
System, the order is not fully executed, the order (or unexecuted
portion) remains available for potential display or execution (with
the same timestamp) until a date and time specified by the entering
User unless cancelled by the entering User. Users may not designate
bulk messages as GTD. A User may not designate a GTD order as Direct
to PAR.
\22\ See Notice, supra note 3, 86 FR at 68706.
---------------------------------------------------------------------------
Market-Maker Rules
Current CBOE Rule 5.50(a) (Market-Maker Appointments) provides that
a Market-Maker's selected class appointment applies to classes during
all trading sessions. In other words, if a Market-Maker selects an
appointment in SPX options, for example, that appointment would apply
during both GTH and RTH (and thus, the Market-Maker would have an
appointment to make markets in SPX during GTH and RTH). As a result,
the Market-Maker continuous quoting obligations set forth in Rule
5.52(d) would apply to the class for an entire trading day (including
both trading sessions). Pursuant to Rule 5.52(d), a Market-Maker must
enter continuous bids and offers in 60% of the series of the Market-
Maker's appointed classes, excluding any adjusted series, any intra-day
add-on series on the day during which such series are added for
trading, any Quarterly Option series, and any series with an expiration
of greater than 270 days.\23\ According to the Exchange, it calculates
this requirement by taking the total number of seconds the Market-Maker
disseminates quotes in each appointed class (excluding the series noted
above) and dividing that time by the eligible total number of seconds
each appointed class is open for trading that day.\24\ However,
according to the Exchange, the obligations apply only when the Market-
Maker is quoting in a particular class during a given trading day and
the obligations are not applicable to an appointed class if a Market-
Maker is not quoting in that appointed class.\25\ Accordingly, if a
Market-Maker does not wish to quote during the proposed new GTH
sessions, then so long as the Market-Maker does not log in and quote
during those hours, it would not be considered when determining a
Market-Maker's compliance with the quoting obligations.\26\
---------------------------------------------------------------------------
\23\ See CBOE Rule 5.52(d)(2).
\24\ See Notice, supra note 3, 86 FR at 68706.
\25\ Id.
\26\ Id.
---------------------------------------------------------------------------
Further, the Exchange has represented that it does not anticipate
any changes with respect to the current Lead-Market-Makers (``LMMs'')
structure used today during GTH.\27\ Accordingly, LMMs appointed in the
GTH holiday sessions would therefore continue to not be obligated to
satisfy heightened continuous quoting and opening quoting standards
during GTH, nor would they receive a benefit in exchange for satisfying
an obligation (i.e., LMMs do and would not receive a participation
entitlement during GTH, including during holiday trading hours).\28\
---------------------------------------------------------------------------
\27\ Id.
\28\ Id.
---------------------------------------------------------------------------
Exchange Representations
According to the Exchange, the proposed rule change to adopt a
modified holiday trading schedule would not make any changes to the
trading rules applicable to GTH.\29\ The GTH trading session, including
GTH holiday sessions, would continue to be a separate trading sessions
from RTH and the rules that currently apply (or do not apply) to the
current GTH session would continue to apply (or not apply) to the GTH
holiday session.\30\ The Exchange would continue to use the same
servers and hardware during the GTH holiday sessions as it uses for RTH
and GTH today.\31\ Further, according to the Exchange, Trading Permit
Holders (``TPHs'') may continue to use the same ports and connections
to the Exchange for all trading sessions.\32\ The Book used during the
GTH holiday sessions would also be the same Book used currently during
RTH and GTH.\33\ Moreover, the Exchange represented the following:\34\
---------------------------------------------------------------------------
\29\ Id.
\30\ For example, business conduct rules in Chapter 8 and rules
related to doing business with the public in Chapter 9 would
continue to apply during the GTH holiday session. Id. at 68707,
n.29. Additionally, a broker-dealer's due diligence and best
execution obligations would apply during the GTH holiday session.
Id. As there would still be no open outcry trading on the floor
during GTH, Chapter 5, Section G would continue not to apply as such
rules pertain to manual order handling and open-outcry trading. Id.
\31\ Id. at 68707.
\32\ Id.
\33\ Id.
\34\ Id.
---------------------------------------------------------------------------
All TPHs would continue to be allowed to, but would not be
required to, participate during GTH holiday trading hours.\35\
---------------------------------------------------------------------------
\35\ In order to participate in GTH, even as amended, a TPH must
have a letter of guarantee from a Clearing TPH that is properly
authorized by the OCC to operate during the GTH session. See CBOE
Rule 3.61.
---------------------------------------------------------------------------
The Exchange would continue to use the same connection
lines, message formats, and feeds during RTH and GTH, including GTH
holiday sessions.\36\ TPHs may use the same ports and EFIDs \37\ for
each trading session.\38\
---------------------------------------------------------------------------
\36\ The same telecommunications lines used by TPHs during RTH
and/or GTH today may be used during GTH, even as extended, and these
lines would be connected to the same application server at the
Exchange during both trading sessions.
\37\ The term ``EFID'' means an Executing Firm ID. See CBOE Rule
1.1. The Exchange assigns an EFID to a TPH, which the System uses to
identify the TPH and the clearing number for the execution of orders
and quotes submitted to the System with that EFID.
\38\ A TPH may elect to have separate ports or EFIDs for each
trading session, but the Exchange would not require that.
---------------------------------------------------------------------------
The same opening process would continue to be used to open
GTH.
Order processing would operate in the same manner as it
does during RTH and the current GTH session. There would be no changes
to the ranking, display, or allocation algorithms rules.
There would be no changes to the processes for clearing,
settlement, exercise, and expiration.
The Exchange would report Exchange quotation and last sale
information to the Options Price Reporting Authority (``OPRA'')
pursuant to the Plan for Reporting of Consolidated Options Last Sale
Reports and Quotation Information (``OPRA Plan'') during the proposed
additional holiday hours in the same manner it currently reports this
information to OPRA during RTH and GTH today.\39\ The Exchange would
also continue to disseminate an opening quote and trade price through
OPRA during the proposed additional holiday trading hours (as it does
for RTH and GTH today). Therefore, all TPHs that elect to trade during
the proposed holiday trading hours would have access to quote and last
sale information during that trading session. Exchange proprietary data
feeds would also continue to be disseminated during holiday trading
hours using the same formats and delivery mechanisms with which the
Exchange disseminates them during RTH and GTH today. Use of these
proprietary data feeds during holiday trading hours would be optional
(as they are today during RTH and GTH).
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\39\ The Exchange represents that it would report its best bid
and offer and executed trades to OPRA during the proposed additional
holiday trading hours in the same manner that they are reported
during RTH and GTH today.
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The same TPHs that are required to maintain connectivity
to a backup trading facility during RTH and GTH today would be required
to do so during the proposed holiday trading hours.\40\ According to
the Exchange, because the same connections and servers would be used
for all trading sessions, including any holiday trading hours, a TPH
would not be required to take any additional action to comply with this
requirement,
[[Page 9732]]
regardless of whether the TPH chooses to trade during holiday trading
hours.
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\40\ See CBOE Rule 5.24.
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The Exchange would process all clearly erroneous trade
breaks during holiday trading hours in the same manner it does during
RTH and GTH today and would have Exchange officials available to do so.
The Exchange would perform all necessary surveillance
coverage during holiday trading hours.
The Exchange may halt trading during GTH holiday sessions
in the interests of a fair and orderly market in the same manner it may
during RTH and GTH today pursuant to Rule 5.20. Among the factors that
may be considered in making the foregoing determinations are whether
there has been an activation of price limits on futures exchanges or
the halt of trading in related futures with respect to index
options.\41\
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\41\ See CBOE Rule 5.20(a)(6). As discussed above, futures
markets already follow a modified holiday trading schedule similar
to what the Exchange is proposing. As such, should a halt of trading
in related futures occur during the time a GTH holiday session is
open, then the Exchange may consider whether to halt during that
session, just as it may do during regular GTH (and RTH) sessions.
See Notice, supra note 3, 86 FR at 68707, n.38.
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CBOE Rule 5.22 (Market-wide Trading Halts due to
Extraordinary Market Volatility) would continue to not apply during
GTH, including the proposed GTH holiday sessions.
The Exchange has further represented that it would have appropriate
staff on-site and otherwise available as necessary during the proposed
GTH holiday sessions to handle any technical and support issues that
may arise during those hours.\42\ Additionally, the Exchange would have
personnel available to address any trading issues that may arise during
the additional GTH trading hours.\43\ According to the Exchange, it is
also committed to fulfilling its obligations as a self-regulatory
organization at all times, including during GTH, and would have
appropriately trained, qualified regulatory staff in place during GTH
holiday sessions.\44\ Moreover, the Exchange has represented that while
it believes its surveillance procedures are adequate to properly
monitor trading during the proposed GTH holiday sessions, it will
revise such procedures to the extent necessary if additional changes
are needed in the future.\45\
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\42\ Id. at 68708.
\43\ Id.
\44\ Id.
\45\ Id.
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Implementation Date
The Exchange represents that it will announce the implementation
date of the proposed rule change in accordance with Rule 1.5.\46\
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\46\ See id. at 68708.
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III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act,\47\ and the
rules and regulations thereunder applicable to a national securities
exchange.\48\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\49\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, 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.
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\47\ 15 U.S.C. 78f.
\48\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\49\ 15 U.S.C. 78f(b)(5).
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As described above, CBOE proposes to adopt a modified trading
schedule for GTH during holidays.\50\ The proposed modified trading
schedule for holidays is designed to more closely align the Exchange's
trading hours with extended trading hours of futures exchanges and
market hours of other geographic regions. Specifically, the Exchange
states that the modified trading schedule on holidays will increase the
overlap in time that SPX and VIX options are open alongside the related
futures contracts and provide global market participants with expanded
access to trade the products offered during GTH.\51\ Among other
things, the Exchange believes that the proposed modified holiday
trading schedule is designed to respond to investor demand to hedge
risk, react to global macroeconomic events contemporaneously, and
adjust SPX and VIX options positions outside of RTH.\52\ The Exchange
believes that the proposed rule change will allow market participants
operating in geographic locations that do not observe U.S. domestic
holidays to respond to international market conditions that may occur
during such holidays.\53\ As a result, the Exchange believes that the
proposal will allow a new segment of global market participants the
ability to trade GTH products in their local time, particularly those
trading SPX and VIX options.\54\
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\50\ In connection with the modified trading schedule for GTH
during domestic and international holidays, the Exchange is also
amending Cboe Rule 5.7(e) to allow all GTC or GTD orders to be
cancelled until 11:45 a.m. on the day a domestic holiday is
observed.
\51\ See Notice, supra note 3, 86 FR at 68708.
\52\ See id.
\53\ See id.
\54\ See id. at 68704.
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The Commission finds that the proposed modifications to the GTH
trading schedule for domestic and international holidays are consistent
with the Act.\55\ The Commission notes that the Exchange has
represented that the modified holiday trading schedule makes no changes
to the trading rules applicable to GTH.\56\ Specifically, the Exchange
represents, among other things, that the business conduct rules in
Chapter 8 of the Rules and rules related to doing business with the
public in Chapter 9 of the Rules will continue to apply during the
modified GTH holiday schedule.\57\ The processes for options clearing,
settlement, exercise, and expiration, as well as clearly erroneous
trades, will remain the same during the modified GTH holiday trading
schedule.\58\ Moreover, the Exchange has represented that it will
perform all necessary surveillance and have qualified regulatory staff
available during the modified GTH holiday sessions in keeping with its
obligations as an self-regulatory organization.\59\ The Exchange also
states that it has held discussions with the OCC, which has informed
the Exchange that it will be able to clear and settle all transactions
that occur on the Exchange during the proposed holiday trading hours
subject to its existing requirements for transactions executed during
extended and overnight trading sessions.\60\ As a result, the
Commission finds that the proposed rule change is reasonably designed
to help prevent fraudulent and manipulative acts and practices, and
promote just and equitable principles of trade, by conditioning the
increased availability for TPHs to trade outside of the current RTH and
GTH sessions with Exchange oversight and regulatory surveillance and
reporting.
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\55\ See id.
\56\ See id.
\57\ See id. at 68707, n.29.
\58\ See id. at 68707.
\59\ See id. at 68707-08.
\60\ See id. at 68707, n.34.
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The proposed rule change is also consistent with Section
11A(a)(1)(C) of the Act.\61\ Congress found in those provisions that it
is in the public interest and appropriate for the protection of
investors and the maintenance of fair and orderly markets
[[Page 9733]]
to assure the availability to brokers, dealers, and investors of
information with respect to quotations for and transactions in
securities, and to assure the practicability of brokers executing
investors' orders in the best market. The proposed rule change is
designed to accomplish these objectives by ensuring that the Exchange
will report its best bid and offer and executed trades to OPRA during
the modified GTH holiday sessions in the same manner that they are
reported currently during RTH and GTH,\62\ thereby providing public
transparency of activity during the modified GTH holiday session.
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\61\ 15 U.S.C. 78k-1(a)(1)(C).
\62\ See Notice, supra note 3, 86 FR at 68707, nn.35-36 and
accompanying text.
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Finally, the Commission also believes that the Exchange's proposed
change to Cboe Rule 5.7(e), which would allow Users to cancel all GTC
or GTD orders until 11:45 a.m. on domestic holidays (observed) is also
consistent with the Act. The Commission notes that Users are currently
able to cancel orders and quotes prior to RTH starting at 7:30 a.m. for
RTH Classes. The Commission believes that this proposed change should
provide Users with additional flexibility to manage their GTC or GTD
orders.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\63\ that the proposed rule change (SR-CBOE-2021-068) be, and
hereby is, approved.
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\63\ Id.
\64\ 17 CFR 200.30-3(a)(57) and (58).
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For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\64\
J. Matthew DeLesDernier,
Assistant Secretary.
[FR Doc. 2022-03650 Filed 2-18-22; 8:45 am]
BILLING CODE 8011-01-P