Reopening of Comment Period for Position Reporting of Large Security-Based Swap Positions, 41338-41340 [2023-13447]
Download as PDF
41338
Federal Register / Vol. 88, No. 121 / Monday, June 26, 2023 / Proposed Rules
JO 7400.11, Airspace Designations and
Reporting Points, which is incorporated
by reference in 14 CFR 71.1 on an
annual basis. This document proposes
to amend the current version of that
order, FAA Order JO 7400.11G, dated
August 19, 2022, and effective
September 15, 2022. These updates
would be published subsequently in the
next update to FAA Order JO 7400.11.
That order is publicly available as listed
in the ADDRESSES section of this
document.
FAA Order JO 7400.11G lists Class A,
B, C, D, and E airspace areas, air traffic
service routes, and reporting points.
ddrumheller on DSK120RN23PROD with PROPOSALS1
The Proposal
The FAA is proposing to amend 14
CFR part 71 by:
Modifying the Class E surface airspace
to within a 4.3-mile (increased from a
4.2-mile) radius of Quincy Regional
Airport-Baldwin Field, Quincy, IL;
removing the Quincy VORTAC and
associated extension from the airspace
legal description; updating the name
(previously Quincy Municipal Baldwin
Field) and geographic coordinates of the
airport to coincide with the FAA’s
aeronautical database; and replacing the
outdated terms ‘‘Notice to Airmen’’ with
‘‘Notice to Air Missions’’ and ‘‘Airport/
Facility Directory’’ with ‘‘Chart
Supplement’’.
And modifying the Class E airspace
extending upward from 700 feet above
the surface to within a 6.8-mile
(decreased from a 7.1-mile) radius of
Quincy Regional Airport-Baldwin Field;
amending the extension to the
southwest to within 4 miles each side
(previously 4.4 miles northwest and 7
miles southeast) of the 220° bearing
from the Quincy RGNL-Baldwin FLD:
RWY 04—Marker Beacon (previously
Quincy ILS localizer southwest course)
extending from the 6.8-mile (previously
7-mile) radius of the Quincy Regional
Airport-Baldwin Field to 9.8 miles
(previously 10.4 miles) southwest of the
Quincy RGNL-Baldwin FLD: RWY 04—
Marker Beacon (previously Quincy
LOM/NDB); and updating name and
geographic coordinates of Quincy
Regional Airport-Baldwin Field
(previously Quincy Municipal Baldwin
Field) and the name of Quincy RGNLBaldwin FLD: RWY 04—Marker Beacon
(previously Quincy LOM/NDB) to
coincide with the FAA’s aeronautical
database.
This action is the result of an airspace
review due to the decommissioning of
the Quincy VOR, which provided
navigation information to this airport, as
part of the VOR MON Program, and to
support IFR operations at this airport.
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16:50 Jun 23, 2023
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Regulatory Notices and Analyses
The FAA has determined that this
proposed regulation only involves an
established body of technical
regulations for which frequent and
routine amendments are necessary to
keep them operationally current. It,
therefore: (1) is not a ‘‘significant
regulatory action’’ under Executive
Order 12866; (2) is not a ‘‘significant
rule’’ under DOT Regulatory Policies
and Procedures (44 FR 11034; February
26, 1979); and (3) does not warrant
preparation of a regulatory evaluation as
the anticipated impact is so minimal.
Since this is a routine matter that will
only affect air traffic procedures and air
navigation, it is certified that this
proposed rule, when promulgated, will
not have a significant economic impact
on a substantial number of small entities
under the criteria of the Regulatory
Flexibility Act.
Environmental Review
This proposal will be subject to an
environmental analysis in accordance
with FAA Order 1050.1F,
‘‘Environmental Impacts: Policies and
Procedures’’ prior to any FAA final
regulatory action.
List of Subjects in 14 CFR Part 71
Airspace, Incorporation by reference,
Navigation (air).
The Proposed Amendment
In consideration of the foregoing, the
Federal Aviation Administration
proposes to amend 14 CFR part 71 as
follows:
PART 71—DESIGNATION OF CLASS A,
B, C, D, AND E AIRSPACE AREAS; AIR
TRAFFIC SERVICE ROUTES; AND
REPORTING POINTS
1. The authority citation for 14 CFR
part 71 continues to read as follows:
■
Authority: 49 U.S.C. 106(f), 106(g); 40103,
40113, 40120; E.O. 10854, 24 FR 9565, 3 CFR,
1959–1963 Comp., p. 389.
§ 71.1
[Amended]
2. The incorporation by reference in
14 CFR 71.1 of FAA Order JO 7400.11G,
Airspace Designations and Reporting
Points, dated August 19, 2022, and
effective September 15, 2022, is
amended as follows:
■
Paragraph 6002 Class E Airspace Areas
Designated as a Surface Area.
*
*
*
*
*
AGL IL E2 Quincy, IL [Amended]
Quincy Regional Airport-Baldwin Field, IL
(Lat 39°56′32″ N, long 91°11′33″ W)
Within a 4.3-mile radius of Quincy
Regional Airport-Baldwin Field. This Class E
PO 00000
Frm 00002
Fmt 4702
Sfmt 4702
airspace area is effective during the specific
dates and times established in advance by a
Notice to Air Missions. The effective dates
and times will thereafter be continuously
published in the Chart Supplement.
*
*
*
*
*
Paragraph 6005 Class E Airspace Areas
Extending Upward From 700 Feet or More
Above the Surface of the Earth.
*
*
*
*
*
AGL IL E5 Quincy, IL [Amended]
Quincy Regional Airport-Baldwin Field
Airport, IL
(Lat 39°56′32″ N, long 91°11′33″ W)
Quincy RGNL-Baldwin FLD: RWY 04—
Marker Beacon
(Lat 39°53′13″ N, long 91°15′13″ W)
That airspace extending upward from 700
feet above the surface within a 6.8-mile
radius of Quincy Regional Airport-Baldwin
Field; and within 4 miles each side of the
220° bearing from the Quincy RGNL-Baldwin
FLD: RWY 04—Marker Beacon extending
from the 6.8-mile radius of the Quincy
Regional Airport-Baldwin Filed to 9.8 miles
southwest of the Quincy RGNL-Baldwin FLD:
RWY 04—Marker Beacon.
*
*
*
*
*
Issued in Fort Worth, Texas, on June 20,
2023.
Steven T. Phillips,
Acting Manager, Operations Support Group,
ATO Central Service Center.
[FR Doc. 2023–13356 Filed 6–23–23; 8:45 am]
BILLING CODE 4910–13–P
SECURITIES AND EXCHANGE
COMMISSION
17 CFR Part 240
[Release No. 34–97762; File No. S7–32–10]
RIN 3235–AN27
Reopening of Comment Period for
Position Reporting of Large SecurityBased Swap Positions
Securities and Exchange
Commission.
ACTION: Proposed rule; reopening of
comment period.
AGENCY:
The Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
is reopening the comment period for its
proposal, Position Reporting of Large
Security-Based Swap Positions, Release
No. 34–93784, (Dec. 15, 2021)
(‘‘Proposing Release’’). In the Proposing
Release, the Commission proposed for
comment a new rule, which would
require any person with a security-based
swap position that exceeds a certain
threshold to promptly file with the
Commission a schedule disclosing
certain information related to its
security-based swap position
SUMMARY:
E:\FR\FM\26JNP1.SGM
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Federal Register / Vol. 88, No. 121 / Monday, June 26, 2023 / Proposed Rules
(‘‘Proposed Rule’’). The Commission is
reopening the comment period to allow
interested persons an opportunity to
comment on the additional analysis and
data contained in a staff memorandum
that was added to the public comment
file on June 20, 2023, including
providing comment on questions
identified below.
DATES: The comment period for the
Proposing Release published February
4, 2022, at 87 FR 6652, is reopened.
Comments should be received on or
before August 21, 2023.
ADDRESSES: Comments may be
submitted by any of the following
methods:
ddrumheller on DSK120RN23PROD with PROPOSALS1
Electronic Comments
• Use the Commission’s internet
comment form (https://www.sec.gov/
rules/submitcomments.htm); or
Paper Comments
• Send paper comments to Vanessa
A. Countryman, Secretary, Securities
and Exchange Commission, 100 F Street
NE, Washington, DC 20549–1090.
All submissions should refer to File
Number S7–32–10. 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 of submission. The
Commission will post all submitted
comments on the Commission’s website
(https://www.sec.gov/rules/
proposed.shtml). Comments also are
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
a.m. and 3 p.m. Operating conditions
may limit access to the Commission’s
Public Reference Room. Do not include
personal identifiable information in
submissions; you should submit only
information that you wish to make
available publicly. We may redact in
part or withhold entirely from
publication submitted material that is
obscene or subject to copyright
protection.
Studies, memoranda, or other
substantive items may be added by the
Commission or staff to the comment file
during this rulemaking. A notification of
the inclusion in the comment file of any
such materials will be made available
on the SEC’s website. To ensure direct
electronic receipt of such notifications,
sign up through the ‘‘Stay Connected’’
option at www.sec.gov to receive
notifications by email.
FOR FURTHER INFORMATION CONTACT:
Rajal B. Patel, Senior Special Counsel,
VerDate Sep<11>2014
16:50 Jun 23, 2023
Jkt 259001
Richard Mo, Senior Special Counsel,
Pamela Carmody, Special Counsel, or
Carol M. McGee, Associate Director,
Office of Derivatives Policy, Division of
Trading and Markets, at (202) 551–5870,
U.S. Securities and Exchange
Commission, 100 F Street NE,
Washington, DC 20549.
SUPPLEMENTARY INFORMATION: This
release relates to the Commission’s
Proposed Rule under the Exchange Act
of 1934 (‘‘Exchange Act’’), new rule 17
CFR 240.10B–1 (‘‘Rule 10B–1’’), which
would require any person with a
security-based swap position that
exceeds a certain threshold to promptly
file with the Commission a schedule
disclosing among other things: (1) the
applicable security-based swap position;
(2) positions in any security or loan
underlying the security-based swap
position; and (3) any other instrument
relating to the underlying security or
loan, or group or index of securities or
loans. The Proposed Rule includes
different reporting thresholds for
security-based swaps tied to debt
securities and security-based swaps tied
to equity securities. Under the proposal,
the Commission would make all filings
received pursuant to the Proposed Rule
available to the public, with the goal of
increasing transparency and oversight in
the security-based swap market.
I. Background
As described more fully in the
Proposing Release, the Commission
proposed Rule 10B–1, which would be
a large trader position reporting rule for
security-based swaps.1 The Proposed
Rule would require public reporting of,
among other things: (1) certain large
positions in security-based swaps; (2)
positions in any security or loan
underlying the security-based swap
position; and (3) positions in any other
instrument relating to the underlying
security or loan or group or index of
securities or loans. The Proposed Rule
would include a specific quantitative
threshold for when public reporting is
required. Specifically, the Proposed
Rule would, among other things:
1. Require any person (and any entity
controlling, controlled by or under
common control with such person), or
1 See Prohibition Against Fraud, Manipulation, or
Deception in Connection With Security-Based
Swaps; Prohibition Against Undue Influence Over
Chief Compliance Officers; Position Reporting of
Large Security-Based Swap Positions, Release No.
34–93784 (Dec. 15, 2021) [87 FR 6652 (Feb. 4,
2022)]. On June 7, 2023, the Commission adopted
rules regarding a prohibition against fraud,
manipulation, or deception in connection with
security-based swaps, and a prohibition against
undue influence over chief compliance officers,
which the Commission proposed along with Rule
10B–1 in the Proposing Release.
PO 00000
Frm 00003
Fmt 4702
Sfmt 4702
41339
group of persons, who through any
contract, arrangement, understanding or
relationship, after acquiring or selling
directly or indirectly, any security-based
swap, is directly or indirectly the owner
or seller of a Security-Based Swap
Position 2 that exceeds the Reporting
Threshold Amount, to promptly file
with the Commission a statement
containing the information required by
Schedule 10B on the Commission’s
EDGAR system. These reports would be
made publicly available immediately
upon filing; 3
2. Require that any Schedule 10B be
filed promptly, but in no event later
than the end of the first business day
following the day of execution of the
security-based swap transaction that
results in the Security-Based Swap
Position first exceeding the Reporting
Threshold Amount; 4
3. Provide that a group’s filing
obligation may be satisfied either by a
single joint filing or by each of the group
members making an individual filing; 5
4. Contain a provision intended to
prevent evasion of the reporting
requirement; 6
5. Require a person who has
previously filed a Schedule 10B with
the Commission to file an amendment if
any material change occurs in the facts
set forth in a previously filed Schedule
10B including, but not limited to, any
material increase in the Security-Based
Swap Positions or if a Security-Based
Swap Position falls back below the
applicable Reporting Threshold
Amount; 7
6. Contain key definitions for
determining the scope of the position to
be disclosed, including for the terms
‘‘Reporting Threshold Amount’’ and
‘‘Security-Based Swap Position’’; 8
7. Specify the information required to
be included in a Schedule 10B; 9
8. Specify the territorial scope of the
reporting requirements; 10 and
9. Require filers to submit Schedule
10B using a structured, machinereadable data language.11
II. Reopening of Comment Period
Since the publication of the Proposing
Release, the staff of the Division of
Economic and Risk Analysis has
prepared a memorandum that provides
2 Capitalized terms not defined in this release
have the meaning set forth in the Proposing Release.
3 See proposed Rule 10B–1(a)(1).
4 See proposed Rule 10B–1(a)(2).
5 See proposed Rule 10B–1(a)(3).
6 See proposed Rule 10B–1(a)(4).
7 See proposed Rule 10B–1(c).
8 See proposed Rule 10B–1(b).
9 See proposed Rule 10B–101.
10 See proposed Rule 10B–1(d).
11 See Proposing Release, 87 FR at 6675.
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41340
Federal Register / Vol. 88, No. 121 / Monday, June 26, 2023 / Proposed Rules
ddrumheller on DSK120RN23PROD with PROPOSALS1
supplemental data and analysis related
to anticipated economic effects of the
Proposed Rule.12
We believe that the information
presented in the memorandum has the
potential to be informative for purposes
of further evaluating the Proposed Rule.
We are, therefore, reopening the
comment period to permit interested
parties to comment on the staff
memorandum, which has been included
in the comment file. Given the
information presented in the
memorandum, we seek comment
regarding whether the Reporting
Threshold Amounts in the Proposed
Rule should be higher or lower.
Specifically, in addition to the requests
for comment included in the Proposing
Release, the Commission seeks
comments on the following:
Request for Comment
1. In general, the Commission
requests comment on the proposed
Reporting Threshold Amount for each
asset class (e.g., equity security-based
swaps, CDS, non-CDS debt securitybased swaps, etc.).
2. With respect to each asset class,
should the Reporting Threshold
Amount in any final rule be higher or
lower than the proposed Reporting
Threshold Amount if:
a. Consistent with the Proposed Rule,
such final rule requires, at an interim
threshold, the inclusion of the value of
related securities owned by the holder
of the security-based swap position in
the calculation of the Reporting
Threshold Amount?
b. Such final rule does not require the
inclusion of related securities owned by
the holder of the security-based swap
position in those calculations?
c. Such final rule permits offsetting of
security-based swap positions with
identical terms (e.g., offsetting long
positions with short positions, but only
if the security-based swap positions
reference the same product identifier)?
d. Consistent with the Proposed Rule,
such final rule requires aggregation of
security-based swap positions by any
person (and any entity controlling,
controlled by or under common control
with such person) or group of persons,
who through any contract, arrangement,
understanding or relationship, after
acquiring or selling directly or
indirectly, any security-based swap, is
directly or indirectly the owner or seller
of a security-based swap position that
exceeds the Reporting Threshold
Amount?
e. Such final rule does not require
aggregation of security-based swap
positions across entities that are both
separately legally established and
capitalized (unless a guarantee exists)?
f. Such final rule does not require
aggregation of security-based swap
positions across entities that are both
separately legally established and
capitalized (unless a guarantee exists),
unless acting as a group with a common
purpose?
g. Such final rule requires aggregation
of security-based swap positions
established by transactions effected for
such person’s own account and of
security-based swap positions
established by transactions effected for
the account of others, when that person
shares in the economic risk in the other
accounts or otherwise controls the
account?
h. Such final rule does not require the
Reporting Threshold Amount to include
security-based swap positions entered
into by a person with an entity or
person controlling, controlled by, or
under common control with that
person?
i. Such final rule requires or does not
require aggregation or inclusion of
transactions pursuant to any
combination of the options listed in
items (a) through (h) above?
We encourage any interested person
to submit comments, including
comments on the data or methodology
used in the analysis contained in the
memorandum and on how this analysis
should inform our consideration of the
economic effects of the Proposed Rule.
If any commenters who have already
submitted a comment letter wish to
provide supplemental or updated
comments, we encourage them to do so.
Comments are of particular assistance if
accompanied by supporting data and
analysis of the issues addressed in those
comments.
By the Commission.
Dated: June 20, 2023.
Vanessa A. Countryman,
Secretary.
[FR Doc. 2023–13447 Filed 6–23–23; 8:45 am]
BILLING CODE 8011–01–P
16:50 Jun 23, 2023
Jkt 259001
PO 00000
Internal Revenue Service
26 CFR Part 1
[REG–110412–23]
RIN 1545–BQ81
Additional Guidance on Low-Income
Communities Bonus Credit Program;
Correction
Internal Revenue Service (IRS),
Treasury.
ACTION: Correction to notice of proposed
rulemaking.
AGENCY:
This document contains
corrections to a notice of proposed
rulemaking (REG–110412–23) that was
published in the Federal Register on
June 1, 2023. The notice of proposed
rulemaking contains proposed
regulations concerning the low-income
communities bonus energy investment
credit program established pursuant to
the Inflation Reduction Act of 2022.
DATES: Written or electronic comments
are still being accepted and must be
received by June 30, 2023.
ADDRESSES: Stakeholders are strongly
encouraged to submit public comments
electronically. Submit electronic
submissions via the Federal
eRulemaking Portal at https://
www.regulations.gov (indicate IRS and
REG–110412–23) by following the
online instructions for submitting
comments. Once submitted to the
Federal eRulemaking Portal, comments
cannot be edited or withdrawn. The
Department of the Treasury (Treasury
Department) and the IRS will publish
for public availability any comments
submitted, whether electronically or on
paper, to the IRS’s public docket. Send
paper submissions to: CC:PA:LPD:PR
(REG–110412–23), Room 5203, Internal
Revenue Service, P.O. Box 7604, Ben
Franklin Station, Washington, DC
20044.
SUMMARY:
FOR FURTHER INFORMATION CONTACT:
Concerning the proposed regulations,
Office of Associate Chief Counsel
(Passthroughs & Special Industries), at
(202) 317–6853 (not a toll-free number);
concerning submissions of written
comments, Vivian Hayes, at (202) 317–
6901 (not a toll-free number), preferably
at publichearings@irs.gov.
SUPPLEMENTARY INFORMATION:
Background
12 Memorandum of the Staff of the Division of
Economic and Risk Analysis, Supplemental data
and analysis regarding the proposed reporting
thresholds in the equity security-based swap market
(June 20, 2023), available at https://www.sec.gov/
comments/s7-32-10/s73210.htm.
VerDate Sep<11>2014
DEPARTMENT OF THE TREASURY
The proposed regulation that is the
subject of this correction is under
section 48(e) of the Internal Revenue
Code.
Frm 00004
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Agencies
[Federal Register Volume 88, Number 121 (Monday, June 26, 2023)]
[Proposed Rules]
[Pages 41338-41340]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2023-13447]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
17 CFR Part 240
[Release No. 34-97762; File No. S7-32-10]
RIN 3235-AN27
Reopening of Comment Period for Position Reporting of Large
Security-Based Swap Positions
AGENCY: Securities and Exchange Commission.
ACTION: Proposed rule; reopening of comment period.
-----------------------------------------------------------------------
SUMMARY: The Securities and Exchange Commission (``SEC'' or
``Commission'') is reopening the comment period for its proposal,
Position Reporting of Large Security-Based Swap Positions, Release No.
34-93784, (Dec. 15, 2021) (``Proposing Release''). In the Proposing
Release, the Commission proposed for comment a new rule, which would
require any person with a security-based swap position that exceeds a
certain threshold to promptly file with the Commission a schedule
disclosing certain information related to its security-based swap
position
[[Page 41339]]
(``Proposed Rule''). The Commission is reopening the comment period to
allow interested persons an opportunity to comment on the additional
analysis and data contained in a staff memorandum that was added to the
public comment file on June 20, 2023, including providing comment on
questions identified below.
DATES: The comment period for the Proposing Release published February
4, 2022, at 87 FR 6652, is reopened. Comments should be received on or
before August 21, 2023.
ADDRESSES: Comments may be submitted by any of the following methods:
Electronic Comments
Use the Commission's internet comment form (https://www.sec.gov/rules/submitcomments.htm); or
Paper Comments
Send paper comments to Vanessa A. Countryman, Secretary,
Securities and Exchange Commission, 100 F Street NE, Washington, DC
20549-1090.
All submissions should refer to File Number S7-32-10. 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 of submission. The Commission will post all
submitted comments on the Commission's website (https://www.sec.gov/rules/proposed.shtml). Comments also are 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 a.m. and 3 p.m. Operating conditions may limit access to the
Commission's Public Reference Room. Do not include personal
identifiable information in submissions; you should submit only
information that you wish to make available publicly. We may redact in
part or withhold entirely from publication submitted material that is
obscene or subject to copyright protection.
Studies, memoranda, or other substantive items may be added by the
Commission or staff to the comment file during this rulemaking. A
notification of the inclusion in the comment file of any such materials
will be made available on the SEC's website. To ensure direct
electronic receipt of such notifications, sign up through the ``Stay
Connected'' option at www.sec.gov to receive notifications by email.
FOR FURTHER INFORMATION CONTACT: Rajal B. Patel, Senior Special
Counsel, Richard Mo, Senior Special Counsel, Pamela Carmody, Special
Counsel, or Carol M. McGee, Associate Director, Office of Derivatives
Policy, Division of Trading and Markets, at (202) 551-5870, U.S.
Securities and Exchange Commission, 100 F Street NE, Washington, DC
20549.
SUPPLEMENTARY INFORMATION: This release relates to the Commission's
Proposed Rule under the Exchange Act of 1934 (``Exchange Act''), new
rule 17 CFR 240.10B-1 (``Rule 10B-1''), which would require any person
with a security-based swap position that exceeds a certain threshold to
promptly file with the Commission a schedule disclosing among other
things: (1) the applicable security-based swap position; (2) positions
in any security or loan underlying the security-based swap position;
and (3) any other instrument relating to the underlying security or
loan, or group or index of securities or loans. The Proposed Rule
includes different reporting thresholds for security-based swaps tied
to debt securities and security-based swaps tied to equity securities.
Under the proposal, the Commission would make all filings received
pursuant to the Proposed Rule available to the public, with the goal of
increasing transparency and oversight in the security-based swap
market.
I. Background
As described more fully in the Proposing Release, the Commission
proposed Rule 10B-1, which would be a large trader position reporting
rule for security-based swaps.\1\ The Proposed Rule would require
public reporting of, among other things: (1) certain large positions in
security-based swaps; (2) positions in any security or loan underlying
the security-based swap position; and (3) positions in any other
instrument relating to the underlying security or loan or group or
index of securities or loans. The Proposed Rule would include a
specific quantitative threshold for when public reporting is required.
Specifically, the Proposed Rule would, among other things:
---------------------------------------------------------------------------
\1\ See Prohibition Against Fraud, Manipulation, or Deception in
Connection With Security-Based Swaps; Prohibition Against Undue
Influence Over Chief Compliance Officers; Position Reporting of
Large Security-Based Swap Positions, Release No. 34-93784 (Dec. 15,
2021) [87 FR 6652 (Feb. 4, 2022)]. On June 7, 2023, the Commission
adopted rules regarding a prohibition against fraud, manipulation,
or deception in connection with security-based swaps, and a
prohibition against undue influence over chief compliance officers,
which the Commission proposed along with Rule 10B-1 in the Proposing
Release.
---------------------------------------------------------------------------
1. Require any person (and any entity controlling, controlled by or
under common control with such person), or group of persons, who
through any contract, arrangement, understanding or relationship, after
acquiring or selling directly or indirectly, any security-based swap,
is directly or indirectly the owner or seller of a Security-Based Swap
Position \2\ that exceeds the Reporting Threshold Amount, to promptly
file with the Commission a statement containing the information
required by Schedule 10B on the Commission's EDGAR system. These
reports would be made publicly available immediately upon filing; \3\
---------------------------------------------------------------------------
\2\ Capitalized terms not defined in this release have the
meaning set forth in the Proposing Release.
\3\ See proposed Rule 10B-1(a)(1).
---------------------------------------------------------------------------
2. Require that any Schedule 10B be filed promptly, but in no event
later than the end of the first business day following the day of
execution of the security-based swap transaction that results in the
Security-Based Swap Position first exceeding the Reporting Threshold
Amount; \4\
---------------------------------------------------------------------------
\4\ See proposed Rule 10B-1(a)(2).
---------------------------------------------------------------------------
3. Provide that a group's filing obligation may be satisfied either
by a single joint filing or by each of the group members making an
individual filing; \5\
---------------------------------------------------------------------------
\5\ See proposed Rule 10B-1(a)(3).
---------------------------------------------------------------------------
4. Contain a provision intended to prevent evasion of the reporting
requirement; \6\
---------------------------------------------------------------------------
\6\ See proposed Rule 10B-1(a)(4).
---------------------------------------------------------------------------
5. Require a person who has previously filed a Schedule 10B with
the Commission to file an amendment if any material change occurs in
the facts set forth in a previously filed Schedule 10B including, but
not limited to, any material increase in the Security-Based Swap
Positions or if a Security-Based Swap Position falls back below the
applicable Reporting Threshold Amount; \7\
---------------------------------------------------------------------------
\7\ See proposed Rule 10B-1(c).
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6. Contain key definitions for determining the scope of the
position to be disclosed, including for the terms ``Reporting Threshold
Amount'' and ``Security-Based Swap Position''; \8\
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\8\ See proposed Rule 10B-1(b).
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7. Specify the information required to be included in a Schedule
10B; \9\
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\9\ See proposed Rule 10B-101.
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8. Specify the territorial scope of the reporting requirements;
\10\ and
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\10\ See proposed Rule 10B-1(d).
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9. Require filers to submit Schedule 10B using a structured,
machine-readable data language.\11\
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\11\ See Proposing Release, 87 FR at 6675.
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II. Reopening of Comment Period
Since the publication of the Proposing Release, the staff of the
Division of Economic and Risk Analysis has prepared a memorandum that
provides
[[Page 41340]]
supplemental data and analysis related to anticipated economic effects
of the Proposed Rule.\12\
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\12\ Memorandum of the Staff of the Division of Economic and
Risk Analysis, Supplemental data and analysis regarding the proposed
reporting thresholds in the equity security-based swap market (June
20, 2023), available at https://www.sec.gov/comments/s7-32-10/s73210.htm.
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We believe that the information presented in the memorandum has the
potential to be informative for purposes of further evaluating the
Proposed Rule. We are, therefore, reopening the comment period to
permit interested parties to comment on the staff memorandum, which has
been included in the comment file. Given the information presented in
the memorandum, we seek comment regarding whether the Reporting
Threshold Amounts in the Proposed Rule should be higher or lower.
Specifically, in addition to the requests for comment included in the
Proposing Release, the Commission seeks comments on the following:
Request for Comment
1. In general, the Commission requests comment on the proposed
Reporting Threshold Amount for each asset class (e.g., equity security-
based swaps, CDS, non-CDS debt security-based swaps, etc.).
2. With respect to each asset class, should the Reporting Threshold
Amount in any final rule be higher or lower than the proposed Reporting
Threshold Amount if:
a. Consistent with the Proposed Rule, such final rule requires, at
an interim threshold, the inclusion of the value of related securities
owned by the holder of the security-based swap position in the
calculation of the Reporting Threshold Amount?
b. Such final rule does not require the inclusion of related
securities owned by the holder of the security-based swap position in
those calculations?
c. Such final rule permits offsetting of security-based swap
positions with identical terms (e.g., offsetting long positions with
short positions, but only if the security-based swap positions
reference the same product identifier)?
d. Consistent with the Proposed Rule, such final rule requires
aggregation of security-based swap positions by any person (and any
entity controlling, controlled by or under common control with such
person) or group of persons, who through any contract, arrangement,
understanding or relationship, after acquiring or selling directly or
indirectly, any security-based swap, is directly or indirectly the
owner or seller of a security-based swap position that exceeds the
Reporting Threshold Amount?
e. Such final rule does not require aggregation of security-based
swap positions across entities that are both separately legally
established and capitalized (unless a guarantee exists)?
f. Such final rule does not require aggregation of security-based
swap positions across entities that are both separately legally
established and capitalized (unless a guarantee exists), unless acting
as a group with a common purpose?
g. Such final rule requires aggregation of security-based swap
positions established by transactions effected for such person's own
account and of security-based swap positions established by
transactions effected for the account of others, when that person
shares in the economic risk in the other accounts or otherwise controls
the account?
h. Such final rule does not require the Reporting Threshold Amount
to include security-based swap positions entered into by a person with
an entity or person controlling, controlled by, or under common control
with that person?
i. Such final rule requires or does not require aggregation or
inclusion of transactions pursuant to any combination of the options
listed in items (a) through (h) above?
We encourage any interested person to submit comments, including
comments on the data or methodology used in the analysis contained in
the memorandum and on how this analysis should inform our consideration
of the economic effects of the Proposed Rule. If any commenters who
have already submitted a comment letter wish to provide supplemental or
updated comments, we encourage them to do so. Comments are of
particular assistance if accompanied by supporting data and analysis of
the issues addressed in those comments.
By the Commission.
Dated: June 20, 2023.
Vanessa A. Countryman,
Secretary.
[FR Doc. 2023-13447 Filed 6-23-23; 8:45 am]
BILLING CODE 8011-01-P