Self-Regulatory Organizations; Cboe Exchange, Inc.; Order Approving a Proposed Rule Change To Expand the Nonstandard Expirations Pilot Program To Include P.M.-Settled Options on the Mini-S&P 500 Index That Expire on Tuesday or Thursday, 57745-57747 [2022-20377]
Download as PDF
khammond on DSKJM1Z7X2PROD with NOTICES
Federal Register / Vol. 87, No. 182 / Wednesday, September 21, 2022 / Notices
Credit Fund, LP, Churchill Middle
Market CLO VI Ltd., Churchill Middle
Market CLO VII Ltd., and Churchill
Middle Market Senior Loan Fund (JPY)
Series 2022, L.P.
FILING DATES: The application was filed
on April 15, 2022, and amended on July
11, 2022 and August 17, 2022.
HEARING OR NOTIFICATION OF HEARING: An
order granting the requested relief will
be issued unless the Commission orders
a hearing. Interested persons may
request a hearing on any application by
emailing the SEC’s Secretary at
Secretarys-Office@sec.gov and serving
the Applicants with a copy of the
request by email, if an email address is
listed for the relevant Applicant below,
or personally or by mail, if a physical
address is listed for the relevant
Applicant below. Hearing requests
should be received by the Commission
by 5:30 p.m. on, October 11, 2022, and
should be accompanied by proof of
service on applicants, in the form of an
affidavit or, for lawyers, a certificate of
service. Pursuant to rule 0–5 under the
Act, hearing requests should state the
nature of the writer’s interest, any facts
bearing upon the desirability of a
hearing on the matter, the reason for the
request, and the issues contested.
Persons who wish to be notified of a
hearing may request notification by
emailing the Commission’s Secretary at
Secretarys-Office@sec.gov.
ADDRESSES: The Commission:
Secretarys-Office@sec.gov. Applicants:
John McCally, General Counsel,
Churchill Asset Management LLC, at
john.mccally@churchillam.com, and
Steven B. Boehm, Esq., Payam
Siadatpour, Esq., and Anne G.
Oberndorf, Esq., Eversheds Sutherland
(US) LLP, at anneoberndorf@evershedssutherland.us.
FOR FURTHER INFORMATION CONTACT:
Kieran G. Brown, Senior Counsel, or
Terri Jordan, Branch Chief, at (202) 551–
6825 (Division of Investment
Management, Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: For
Applicants’ representations, legal
analysis, and conditions, please refer to
Applicants’ second amended and
restated application, dated August 17,
2022, which may be obtained via the
Commission’s website by searching for
the file number at the top of this
document, or for an Applicant using the
Company name search field, on the
SEC’s EDGAR system. The SEC’s
EDGAR system may be searched at,
https://www.sec.gov/edgar/searchedgar/
legacy/companysearch.html. You may
also call the SEC’s Public Reference
Room at (202) 551–8090.
VerDate Sep<11>2014
19:54 Sep 20, 2022
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For the Commission, by the Division of
Investment Management, under delegated
authority.
J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022–20369 Filed 9–20–22; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–95795; File No. SR–CBOE–
2022–039]
Self-Regulatory Organizations; Cboe
Exchange, Inc.; Order Approving a
Proposed Rule Change To Expand the
Nonstandard Expirations Pilot
Program To Include P.M.-Settled
Options on the Mini-S&P 500 Index
That Expire on Tuesday or Thursday
September 15, 2022.
I. Introduction
On July 21, 2022, Cboe Exchange, Inc.
(‘‘Exchange’’ or ‘‘Cboe Options’’) 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 expand its Nonstandard
Expirations Pilot Program to permit
P.M.-settled options on the Mini-S&P
500 Index that expire on Tuesday or
Thursday. The proposed rule change
was published for comment in the
Federal Register on August 4, 2022.3
The Commission received no comments
on the proposal. The Commission is
approving the proposed rule change.
II. Description of the Proposal
Cboe Options proposes to expand its
existing Nonstandard Expirations Pilot
(‘‘Pilot Program’’) 4 to permit P.M.settled options on the Mini-S&P 500
Index (‘‘XSP options’’) that expire on
Tuesday or Thursday. Under the
existing Pilot Program, the Exchange is
permitted to list P.M.-settled options on
broad-based indexes that expire on: (1)
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 95392
(July 29, 2022), 87 FR 47803 (‘‘Notice’’).
4 See Securities Exchange Act Release No. 62911
(September 14, 2010), 75 FR 57539 (September 21,
2010) (‘‘Pilot Approval Order’’). See also Securities
Exchange Act Release No. 76909 (January 14, 2016),
81 FR 3512 (January 21, 2016) (permitting P.M.settled options on broad-based indexes that expire
on any Wednesday); and Securities Exchange Act
Release No. 78531 (August 10, 2016), 81 FR 54643
(August 16, 2016) (permitting P.M.-settled options
on broad-based indexes that expire on any
Monday). The Pilot is currently set to expire on
November 7, 2022. See Securities Exchange Act
Release No. 94800 (April 27, 2022), 87 FR 26248
(May 3, 2022).
2 17
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Fmt 4703
Sfmt 4703
57745
any Monday, Wednesday, or Friday and,
with respect to options on the S&P 500
Index (‘‘SPX options’’) any Tuesday or
Thursday (‘‘Weekly Expirations’’ or
‘‘EOWs’’) and (2) the last trading day of
the month (‘‘EOMs’’).5 The Exchange
notes that permitting XSP options with
Tuesday and Thursday expirations, as
proposed, would be in addition to the
XSP options with Monday, Wednesday
and Friday expirations that the
Exchange may (and does) already list, as
they are permissible Weekly Expirations
for options on a broad-based index (e.g.,
the Mini-S&P 500 Index) pursuant to
Rule 4.13(e)(1). The Exchange states that
the Pilot Program for Weekly
Expirations will apply to Tuesday and
Thursday XSP options as it currently
applies to all other P.M.-settled broadbased index options with Monday,
Wednesday, and Friday expirations and
to SPX options with Tuesday and
Thursday expirations.6
A. Tuesday and Thursday XSP Options
The Exchange’s proposed rule change
will allow it to open for trading XSP
options with Tuesday and Thursday
expirations to expire on any Tuesday or
Thursday of the month, other than days
that coincide with an EOM expiration.7
The maximum number of expirations
that may be listed for each Weekly
Expiration (i.e., a Monday expiration,
Tuesday expiration, Wednesday
expiration, Thursday expiration, or
Friday expiration, as applicable) in a
given class (including XSP) is the same
as the maximum number of expirations
permitted in Rule 4.13(a)(2) for standard
options on the same broad-based index
(which is 12 for XSP options).8
Weekly Expirations need not be for
consecutive Monday, Tuesday,
Wednesday, Thursday, or Friday
expirations as applicable; however, the
expiration date of a nonconsecutive
expiration may not be beyond what
would be considered the last expiration
date if the maximum number of
expirations were listed consecutively.9
Weekly Expirations that are first listed
in a given class may expire up to four
weeks from the actual listing date.10 If
the Exchange lists EOMs and Weekly
Expirations as applicable in a given
class, the Exchange will list an EOM
instead of a Weekly Expiration that
5 See
Rule 4.13(e).
Notice, supra note 3, 87 FR at 47804.
7 If the Exchange lists EOMs and Weekly
Expirations as applicable in a given class, the
Exchange will list an EOM instead of a Weekly
Expiration that expires on the same day in the given
class. See Cboe Options Rule 4.13(e)(1).
8 See Notice, supra note 3, 87 FR at 47803.
9 See Cboe Options Rule 4.13(e)(1).
10 Id.
6 See
E:\FR\FM\21SEN1.SGM
21SEN1
57746
Federal Register / Vol. 87, No. 182 / Wednesday, September 21, 2022 / Notices
expires on the same day in the given
class. Other expirations in the same
class are not counted as part of the
maximum number of Weekly
Expirations for an applicable broadbased index class. If the Exchange is not
open for business on a respective
Monday, the normally Monday expiring
Weekly Expirations will expire on the
following business day. If the Exchange
is not open for business on a respective
Tuesday, Wednesday, Thursday, or
Friday, the normally Tuesday,
Wednesday, Thursday, or Friday
expiring Weekly Expirations will expire
on the previous business day.11 If two
different Weekly Expirations on MiniS&P 500 Index options (as is the case of
S&P 500 Index options) would expire on
the same day because the Exchange is
not open for business on a certain
weekday, the Exchange will list only
one of such Weekly Expirations.12
B. Annual Pilot Program Report
The Exchange has previously
undertaken to submit a Pilot report to
the Commission at least two months
prior to the expiration date of the Pilot
Program (‘‘Annual Report’’).13 The
Exchange represents that it will abide by
the same reporting requirements for the
trading of XSP options that expire on
any Tuesday or Thursday that it does for
the trading of P.M.-settled options on
broad-based indexes that expire on any
Monday, Wednesday, or Friday and for
SPX options that expire on Tuesday or
Thursday pursuant to the Pilot
Program.14 The Exchange states that it
will include data regarding XSP options
that expire on Tuesdays or Thursdays as
it does for all other Weekly Expirations
in the Pilot Program annual report that
it submits to the Commission at least
two months prior to the expiration date
of the Pilot Program.15 The Exchange
also proposes to include the following
market quality data, over sample
periods determined by the Exchange
and the Commission, for XSP options as
part of the annual report, as it does for
SPX options:
• time-weighted relative quoted
spreads;
11 Id.
12 See
proposed Cboe Options Rule 4.13(e)(1).
Pilot Approval Order, supra note 4.
14 See Notice, supra note 3, 87 FR at 47804–
47805. See also Pilot Approval Order, supra note
4, 75 FR at 57540 (stating, ‘‘[i]n particular, the
Commission notes that [the Exchange] will provide
the Commission with the annual report analyzing
volume and open interest of EOWs and EOMs, will
also contain information and analysis of EOW and
EOM trading patterns, and index price volatility
and share trading activity for series that exceed
minimum parameters.’’).
15 See Notice, supra note 3, 87 FR at 47804–
47805.
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13 See
VerDate Sep<11>2014
19:54 Sep 20, 2022
Jkt 256001
• relative effective spreads; and
• time-weighted bid and offer sizes.16
The Exchange also will provide the
Commission with any additional data or
analyses the Commission requests
because it deems such data or analyses
necessary to determine whether the
Pilot Program, including XSP options
with Tuesday and Thursday expirations
as proposed, is consistent with the
Act.17 As it does for current Pilot
Program products, the Exchange states it
will make public on its website all data
and analyses in connection with XSP
options with Tuesday and Thursday
expirations it submits to the
Commission under the Pilot Program.18
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange and, in particular,
with Section 6(b) of the Act.19 In
particular, the Commission finds that
the proposed rule change is consistent
with Section 6(b)(5) of the Act,20 which
requires, among other things, that a
national securities exchange have rules
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.
As the Commission noted in its recent
order approving the listing and trading
of P.M.-settled options on the S&P 500
Index that expire on Tuesday or
Thursday, the Commission has had
concerns about the potential adverse
effects and impact of P.M. settlement
upon market volatility and the operation
of fair and orderly markets on the
underlying cash markets at or near the
close of trading, including for cashsettled derivatives contracts based on a
broad-based index.21 The potential
impact today remains unclear, given the
significant changes in the closing
procedures of the primary markets in
recent decades. The Commission is
mindful of the historical experience
with the impact of P.M. settlement of
cash-settled index derivatives on the
underlying cash markets, but recognizes
that these risks may be mitigated today
by the enhanced closing procedures that
are now in use at the primary equity
markets.
The Exchange’s proposal to add
Tuesday and Thursday XSP expirations
to the existing Pilot Program would offer
additional investment options to
investors and may be useful for their
investment or hedging objectives while
providing the Commission with data to
monitor the effects of Tuesday and
Thursday XSP expirations and the
impact of P.M. settlement on the
markets. To assist the Commission in
assessing any potential impact of
Tuesday and Thursday XSP expiration
on the options markets as well as the
underlying cash equities markets, the
Exchange will be required to submit
data to the Commission in connection
with the Pilot Program.22 Further,
including the proposed Tuesday and
Thursday XSP expirations in the Pilot
Program, together with the data and
analysis that the Exchange will provide
to the Commission, will allow the
Exchange and the Commission to
monitor for and assess any potential for
adverse market effects of allowing
Tuesday and Thursday XSP expirations,
including on the underlying component
stocks. In particular, the data collected
from the Pilot Program will help inform
the Commission’s consideration of
whether the Pilot Program, as amended
to include Tuesday and Thursday XSP
expirations, should be modified,
discontinued, extended, or permanently
approved. Furthermore, the Exchange’s
ongoing analysis of the Pilot Program
should help it monitor any potential
risks from large P.M.-settled positions
and take appropriate action if
warranted.
For the foregoing reasons, the
Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
16 See
id. at 47805.
17 See id.
18 See id.
19 15 U.S.C. 78f(b). 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).
20 15 U.S.C. 78f(b)(5).
21 See Securities Exchange Act Release No. 94682
(April 12, 2022), 87 FR 22993 (April 18, 2022)
(CBOE–2022–005).
PO 00000
Frm 00067
Fmt 4703
Sfmt 4703
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,23 that the
proposed rule change (SR–CBOE–2022–
039) be, and hereby is, approved.
22 See Notice, supra note 3, 87 FR at 47804–47805
and Pilot Approval Order, supra note 4, 75 FR at
57540. See also supra notes 15–18.
23 15 U.S.C. 78s(b)(2).
E:\FR\FM\21SEN1.SGM
21SEN1
Federal Register / Vol. 87, No. 182 / Wednesday, September 21, 2022 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022–20377 Filed 9–20–22; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #17624 and #17625;
WEST VIRGINIA Disaster Number WV–
00057]
Administrative Declaration of a
Disaster for the State of West Virginia
U.S. Small Business
Administration.
ACTION: Notice.
AGENCY:
This is a notice of an
Administrative declaration of a disaster
for the State of West Virginia dated 09/
15/2022.
Incident: Severe Storms and Flooding.
Incident Period: 05/06/2022.
DATES: Issued on 09/15/2022.
Physical Loan Application Deadline
Date: 11/14/2022.
Economic Injury (EIDL) Loan
Application Deadline Date: 06/15/2023.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW, Suite 6050,
Washington, DC 20416, (202) 205–6734.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s disaster declaration,
applications for disaster loans may be
filed at the address listed above or other
locally announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Cabell.
Contiguous Counties:
West Virginia: Lincoln, Mason,
Putnam, Wayne.
Ohio: Gallia, Lawrence.
The Interest Rates are:
SUMMARY:
khammond on DSKJM1Z7X2PROD with NOTICES
Percent
For Physical Damage:
Homeowners with Credit Available Elsewhere ....................
Homeowners without Credit
Available Elsewhere ............
Businesses with Credit Available Elsewhere ....................
24 17
3.375
1.688
5.870
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
19:54 Sep 20, 2022
Jkt 256001
57747
at 202–647–9894, or by mail at Office of
Mexican Affairs—Room 3924,
Department of State, 2201 C St. NW,
2.935 Washington, DC 20520.
Percent
Businesses without Credit
Available Elsewhere ............
Non-Profit Organizations with
Credit Available Elsewhere
Non-Profit Organizations without Credit Available Elsewhere ...................................
For Economic Injury:
Businesses & Small Agricultural Cooperatives without
Credit Available Elsewhere
Non-Profit Organizations without Credit Available Elsewhere ...................................
1.875
Hillary Quam,
Border Coordinator, Office of Mexican Affairs,
Department of State.
1.875
[FR Doc. 2022–20385 Filed 9–20–22; 8:45 am]
BILLING CODE 4710–29–P
2.935
SURFACE TRANSPORTATION BOARD
1.875
The number assigned to this disaster
for physical damage is 17624 6 and for
economic injury is 17625 0.
The States which received an EIDL
Declaration # are Ohio, West Virginia.
(Catalog of Federal Domestic Assistance
Number 59008.)
Isabella Guzman,
Administrator.
[FR Doc. 2022–20351 Filed 9–20–22; 8:45 am]
BILLING CODE 8026–09–P
DEPARTMENT OF STATE
[Public Notice: 11863]
Regional Meeting of the Binational
Bridges and Border Crossings Group
in San Luis, Arizona
ACTION:
Notice of a meeting.
Delegates from the United
States and Mexican governments, the
states of California and Arizona, and the
Mexican states of Baja California and
Sonora will participate in a regional
meeting of the U.S.-Mexico Binational
Bridges and Border Crossings Group on
Thursday, October 27, 2022 in San Luis,
Arizona. The purpose of this meeting is
to discuss operational matters involving
existing and proposed international
bridges and border crossings and their
related infrastructure and to exchange
technical information as well as views
on policy. This meeting will include a
public session on Thursday, October 27,
2022 from 8:30 a.m. until 11:30 a.m.
This session will allow proponents of
proposed bridges and border crossings
and related projects to make
presentations to the delegations and
members of the public.
DATES: October 27, 2022.
SUPPLEMENTARY INFORMATION: For
further information on the meeting and
to attend the public session, please
contact the Office of Mexican Affairs’
Border Affairs Unit via email at
WHABorderAffairs@state.gov, by phone
SUMMARY:
PO 00000
Frm 00068
Fmt 4703
Sfmt 4703
[Docket No. EP 670 (Sub-No. 1)]
Notice of Rail Energy Transportation
Advisory Committee Meeting
Surface Transportation Board.
Notice of Rail Energy
Transportation Advisory Committee
meeting.
AGENCY:
ACTION:
Notice is hereby given of a
meeting of the Rail Energy
Transportation Advisory Committee
(RETAC), pursuant to the Federal
Advisory Committee Act.
DATES: The meeting will be held on
Wednesday, October 26, 2022, at 9 a.m.
EDT.
ADDRESSES: The meeting will be held at
the Surface Transportation Board
headquarters at 395 E Street SW,
Washington, DC 20423.
FOR FURTHER INFORMATION CONTACT:
Kristen Nunnally at (202) 245–0312 or
Kristen.Nunnally@stb.gov. Assistance
for the hearing impaired is available
through the Federal Relay Service at
(800) 877–8339.
SUPPLEMENTARY INFORMATION: RETAC
was formed in 2007 to provide advice
and guidance to the Board, and to serve
as a forum for discussion of emerging
issues related to the transportation of
energy resources by rail. Establishment
of a Rail Energy Transp. Advisory
Comm., EP 670 (STB served July 17,
2007). The purpose of this meeting is to
facilitate discussions regarding issues
including rail service, infrastructure
planning and development, and
effective coordination among suppliers,
rail carriers, and users of energy
resources. Potential agenda items for
this meeting include a rail performance
measures review, industry segment
updates by RETAC members, and a
roundtable discussion.
The meeting, which is open to the
public, will be conducted in accordance
with the Federal Advisory Committee
Act, 5 U.S.C. app. 2; Federal Advisory
Committee Management regulations, 41
CFR parts 102–3; RETAC’s charter; and
Board procedures. Further
communications about this meeting may
SUMMARY:
E:\FR\FM\21SEN1.SGM
21SEN1
Agencies
[Federal Register Volume 87, Number 182 (Wednesday, September 21, 2022)]
[Notices]
[Pages 57745-57747]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2022-20377]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-95795; File No. SR-CBOE-2022-039]
Self-Regulatory Organizations; Cboe Exchange, Inc.; Order
Approving a Proposed Rule Change To Expand the Nonstandard Expirations
Pilot Program To Include P.M.-Settled Options on the Mini-S&P 500 Index
That Expire on Tuesday or Thursday
September 15, 2022.
I. Introduction
On July 21, 2022, Cboe Exchange, Inc. (``Exchange'' or ``Cboe
Options'') 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 expand its Nonstandard Expirations Pilot
Program to permit P.M.-settled options on the Mini-S&P 500 Index that
expire on Tuesday or Thursday. The proposed rule change was published
for comment in the Federal Register on August 4, 2022.\3\ The
Commission received no comments on the proposal. The Commission is
approving 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. 95392 (July 29,
2022), 87 FR 47803 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposal
Cboe Options proposes to expand its existing Nonstandard
Expirations Pilot (``Pilot Program'') \4\ to permit P.M.-settled
options on the Mini-S&P 500 Index (``XSP options'') that expire on
Tuesday or Thursday. Under the existing Pilot Program, the Exchange is
permitted to list P.M.-settled options on broad-based indexes that
expire on: (1) any Monday, Wednesday, or Friday and, with respect to
options on the S&P 500 Index (``SPX options'') any Tuesday or Thursday
(``Weekly Expirations'' or ``EOWs'') and (2) the last trading day of
the month (``EOMs'').\5\ The Exchange notes that permitting XSP options
with Tuesday and Thursday expirations, as proposed, would be in
addition to the XSP options with Monday, Wednesday and Friday
expirations that the Exchange may (and does) already list, as they are
permissible Weekly Expirations for options on a broad-based index
(e.g., the Mini-S&P 500 Index) pursuant to Rule 4.13(e)(1). The
Exchange states that the Pilot Program for Weekly Expirations will
apply to Tuesday and Thursday XSP options as it currently applies to
all other P.M.-settled broad-based index options with Monday,
Wednesday, and Friday expirations and to SPX options with Tuesday and
Thursday expirations.\6\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 62911 (September 14,
2010), 75 FR 57539 (September 21, 2010) (``Pilot Approval Order'').
See also Securities Exchange Act Release No. 76909 (January 14,
2016), 81 FR 3512 (January 21, 2016) (permitting P.M.-settled
options on broad-based indexes that expire on any Wednesday); and
Securities Exchange Act Release No. 78531 (August 10, 2016), 81 FR
54643 (August 16, 2016) (permitting P.M.-settled options on broad-
based indexes that expire on any Monday). The Pilot is currently set
to expire on November 7, 2022. See Securities Exchange Act Release
No. 94800 (April 27, 2022), 87 FR 26248 (May 3, 2022).
\5\ See Rule 4.13(e).
\6\ See Notice, supra note 3, 87 FR at 47804.
---------------------------------------------------------------------------
A. Tuesday and Thursday XSP Options
The Exchange's proposed rule change will allow it to open for
trading XSP options with Tuesday and Thursday expirations to expire on
any Tuesday or Thursday of the month, other than days that coincide
with an EOM expiration.\7\ The maximum number of expirations that may
be listed for each Weekly Expiration (i.e., a Monday expiration,
Tuesday expiration, Wednesday expiration, Thursday expiration, or
Friday expiration, as applicable) in a given class (including XSP) is
the same as the maximum number of expirations permitted in Rule
4.13(a)(2) for standard options on the same broad-based index (which is
12 for XSP options).\8\
---------------------------------------------------------------------------
\7\ If the Exchange lists EOMs and Weekly Expirations as
applicable in a given class, the Exchange will list an EOM instead
of a Weekly Expiration that expires on the same day in the given
class. See Cboe Options Rule 4.13(e)(1).
\8\ See Notice, supra note 3, 87 FR at 47803.
---------------------------------------------------------------------------
Weekly Expirations need not be for consecutive Monday, Tuesday,
Wednesday, Thursday, or Friday expirations as applicable; however, the
expiration date of a nonconsecutive expiration may not be beyond what
would be considered the last expiration date if the maximum number of
expirations were listed consecutively.\9\ Weekly Expirations that are
first listed in a given class may expire up to four weeks from the
actual listing date.\10\ If the Exchange lists EOMs and Weekly
Expirations as applicable in a given class, the Exchange will list an
EOM instead of a Weekly Expiration that
[[Page 57746]]
expires on the same day in the given class. Other expirations in the
same class are not counted as part of the maximum number of Weekly
Expirations for an applicable broad-based index class. If the Exchange
is not open for business on a respective Monday, the normally Monday
expiring Weekly Expirations will expire on the following business day.
If the Exchange is not open for business on a respective Tuesday,
Wednesday, Thursday, or Friday, the normally Tuesday, Wednesday,
Thursday, or Friday expiring Weekly Expirations will expire on the
previous business day.\11\ If two different Weekly Expirations on Mini-
S&P 500 Index options (as is the case of S&P 500 Index options) would
expire on the same day because the Exchange is not open for business on
a certain weekday, the Exchange will list only one of such Weekly
Expirations.\12\
---------------------------------------------------------------------------
\9\ See Cboe Options Rule 4.13(e)(1).
\10\ Id.
\11\ Id.
\12\ See proposed Cboe Options Rule 4.13(e)(1).
---------------------------------------------------------------------------
B. Annual Pilot Program Report
The Exchange has previously undertaken to submit a Pilot report to
the Commission at least two months prior to the expiration date of the
Pilot Program (``Annual Report'').\13\ The Exchange represents that it
will abide by the same reporting requirements for the trading of XSP
options that expire on any Tuesday or Thursday that it does for the
trading of P.M.-settled options on broad-based indexes that expire on
any Monday, Wednesday, or Friday and for SPX options that expire on
Tuesday or Thursday pursuant to the Pilot Program.\14\ The Exchange
states that it will include data regarding XSP options that expire on
Tuesdays or Thursdays as it does for all other Weekly Expirations in
the Pilot Program annual report that it submits to the Commission at
least two months prior to the expiration date of the Pilot Program.\15\
The Exchange also proposes to include the following market quality
data, over sample periods determined by the Exchange and the
Commission, for XSP options as part of the annual report, as it does
for SPX options:
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\13\ See Pilot Approval Order, supra note 4.
\14\ See Notice, supra note 3, 87 FR at 47804-47805. See also
Pilot Approval Order, supra note 4, 75 FR at 57540 (stating, ``[i]n
particular, the Commission notes that [the Exchange] will provide
the Commission with the annual report analyzing volume and open
interest of EOWs and EOMs, will also contain information and
analysis of EOW and EOM trading patterns, and index price volatility
and share trading activity for series that exceed minimum
parameters.'').
\15\ See Notice, supra note 3, 87 FR at 47804-47805.
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time-weighted relative quoted spreads;
relative effective spreads; and
time-weighted bid and offer sizes.\16\
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\16\ See id. at 47805.
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The Exchange also will provide the Commission with any additional
data or analyses the Commission requests because it deems such data or
analyses necessary to determine whether the Pilot Program, including
XSP options with Tuesday and Thursday expirations as proposed, is
consistent with the Act.\17\ As it does for current Pilot Program
products, the Exchange states it will make public on its website all
data and analyses in connection with XSP options with Tuesday and
Thursday expirations it submits to the Commission under the Pilot
Program.\18\
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\17\ See id.
\18\ See id.
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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 and the rules and
regulations thereunder applicable to a national securities exchange
and, in particular, with Section 6(b) of the Act.\19\ In particular,
the Commission finds that the proposed rule change is consistent with
Section 6(b)(5) of the Act,\20\ which requires, among other things,
that a national securities exchange have rules 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.
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\19\ 15 U.S.C. 78f(b). 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).
\20\ 15 U.S.C. 78f(b)(5).
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As the Commission noted in its recent order approving the listing
and trading of P.M.-settled options on the S&P 500 Index that expire on
Tuesday or Thursday, the Commission has had concerns about the
potential adverse effects and impact of P.M. settlement upon market
volatility and the operation of fair and orderly markets on the
underlying cash markets at or near the close of trading, including for
cash-settled derivatives contracts based on a broad-based index.\21\
The potential impact today remains unclear, given the significant
changes in the closing procedures of the primary markets in recent
decades. The Commission is mindful of the historical experience with
the impact of P.M. settlement of cash-settled index derivatives on the
underlying cash markets, but recognizes that these risks may be
mitigated today by the enhanced closing procedures that are now in use
at the primary equity markets.
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\21\ See Securities Exchange Act Release No. 94682 (April 12,
2022), 87 FR 22993 (April 18, 2022) (CBOE-2022-005).
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The Exchange's proposal to add Tuesday and Thursday XSP expirations
to the existing Pilot Program would offer additional investment options
to investors and may be useful for their investment or hedging
objectives while providing the Commission with data to monitor the
effects of Tuesday and Thursday XSP expirations and the impact of P.M.
settlement on the markets. To assist the Commission in assessing any
potential impact of Tuesday and Thursday XSP expiration on the options
markets as well as the underlying cash equities markets, the Exchange
will be required to submit data to the Commission in connection with
the Pilot Program.\22\ Further, including the proposed Tuesday and
Thursday XSP expirations in the Pilot Program, together with the data
and analysis that the Exchange will provide to the Commission, will
allow the Exchange and the Commission to monitor for and assess any
potential for adverse market effects of allowing Tuesday and Thursday
XSP expirations, including on the underlying component stocks. In
particular, the data collected from the Pilot Program will help inform
the Commission's consideration of whether the Pilot Program, as amended
to include Tuesday and Thursday XSP expirations, should be modified,
discontinued, extended, or permanently approved. Furthermore, the
Exchange's ongoing analysis of the Pilot Program should help it monitor
any potential risks from large P.M.-settled positions and take
appropriate action if warranted.
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\22\ See Notice, supra note 3, 87 FR at 47804-47805 and Pilot
Approval Order, supra note 4, 75 FR at 57540. See also supra notes
15-18.
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For the foregoing reasons, the Commission finds that the proposed
rule change is consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\23\ that the proposed rule change (SR-CBOE-2022-039) be, and
hereby is, approved.
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\23\ 15 U.S.C. 78s(b)(2).
[[Page 57747]]
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For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022-20377 Filed 9-20-22; 8:45 am]
BILLING CODE 8011-01-P